DOMTAR (UFS $4.54, Overweight) EARNINGS ESTIMATES AND PRICE TARGET LOWERED AS OIL, CAUSTIC SODA AND OTHER INPUT COSTS REMAIN HIGH July 15, 2008
THOMPSON CREEK METALS (TC $17.02, Overweight) INVESTMENT RATING RAISED TO OVERWEIGHT OWING TO SHARE PRICE MODERATION July 15, 2008
RECESSION RAVAGES ALUMINUM, STEEL, AND WOOD WHILE COPPER, LEAD, ZINC AND CONTAINERBOARD DOWNTURNS SEEM “MILD” 5/18/2009
DURATION OF “RESTOCKING” IN STEEL, STAINLESS STEEL, ALUMINUM, OR CONTAINERBOARD EXPECTED FOR ONE OR TWO MORE QUARTERS, BUT WOOD, COPPER, LEAD AND ZINC SWING TO DESTOCKING AGAIN 8/3/2009
ALCOA (AA $14.31, rated Neutral at $16 price target) CLOSER LOOK AT SAUDI SMELTER PROJECT, THE WORLD’S LARGEST AND MOST INTEGRATED 1/21/2010
GLOBAL INDUSTRIAL PRODUCTION, A PROXY FOR BASE METALS CONSUMPTION, IS FALLING UP TO 5%-10% IN 2009 FIRST HALF 1/26/2009
GLOBAL INDUSTRIAL PRODUCTION, A PROXY FOR BASE METALS CONSUMPTION, IS FALLING UP TO 5%-10% IN 2009 FIRST HALF 2/2/2009
CENTURY ALUMINUM (CENX, $4.28, Target $6.25, Rating initiated at OVERWEIGHT); NEAR-TERM LIQUIDITY CONCERNS CREATE LONGERTERM REWARD OPPORTUNITY AT OVER $1.00/LB ALUMINUM 1/29/2009
MERCATOR MINERALS (MLKKF US$0.44 or ML.TO C$0.55, rated Overweight, Target $5 cut from $18) ANOTHER U.S. $30 MM FINANCING TO INSTALL #3 AND #4 BALL MILLS DUE BY MAY 2009; NO MOLY SHIPPED YET AND CASH DELAYED FROM JAN. 5TH …
SPOTMARKETS LOOKING AHEAD TO THE 2009 ECONOMIC PROFILE 12/27/2008