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ALUMINA LTD. (AWC $18.29, rated Underweight); RIO TINTO VISIT REVEALS COST PRESSURES SQUEEZING ALUMINA MARGINS IN A PERIOD WHEN CAPEX ESTIMATES ARE RISING AND ANOTHER $650MM IN CAPITAL IS NEEDED; RECENT $350MM CONVERTIBLE DEBT ISSUE INEXPENSIVELY SOLVED JUST ONE-THIRD OF …

ALUMINA LTD. (AWC $18.29, rated Underweight); RIO TINTO VISIT REVEALS COST PRESSURES SQUEEZING ALUMINA MARGINS IN A PERIOD WHEN CAPEX ESTIMATES ARE RISING AND ANOTHER $650MM IN CAPITAL IS NEEDED; RECENT $350MM CONVERTIBLE DEBT ISSUE INEXPENSIVELY SOLVED JUST ONE-THIRD OF THE PROBLEM June 26, 2008 Read more »

DOMTAR (UFS $5.21, Overweight) COVERAGE INITIATED AT OVERWEIGHT. UPSIDE SEEMS QUITE SIGNIFICANT June 29, 2008

SPOTMARKETS CRUDE OIL RECORD DRIVES “ENERGY-SYMPATHY” METALS, WHILE FOUR METALS LANGUISH BADLY June 29, 2008

WEYERHAEUSER (WY $51.14, Neutral) PRICE TARGET LOWERED DUE TO $325 MM WRITE DOWN AND RISKS THAT PROPERTY VALUATIONS FALL MORE June 30, 2008

ALCOA (AA $35.62 6-30-08, Neutral Weight) EARNINGS PREVIEW AND OUTLOOK – – SECOND-QUARTER ESTIMATE CUT TO $0.58 FROM $0.65 vs $0.81 June 30, 2008

BARRICK GOLD (ABX $45.09, RATED OVERWEIGHT) COMMENTS FROM COMPANY MEETING WE HOSTED JULY 2, 2008 CONCERNING CAPITAL SPENDING; ESTIMATES SHAVED July 3, 2008

EVIDENCE OF SPREADING GLOBAL SLOWDOWN July 5, 2008

MANY PRICES REBOUND, EXCEPT FOR COPPER July 14, 2008

BARRICK GOLD (ABX $51.43, RATED OVERWEIGHT) OIL INVESTMENT July 15, 2008

COPPER INDUSTRY – – SECOND-QUARTER ELECTRICITY COSTS FALL IN CHILE DUE TO HIGHER RAINFALL AND DESPITE HIGHER OIL PRICES July 15, 2008