ANTOFAGASTA (ANFGF, $6.31, rated OVERWEIGHT, target $12); LOWERING 2008 AND 2009 ESTIMATES SLIGHTLY ON SHARPER PROVISIONAL PRICING ASSUMPTIONS AND LOWER 2009 COPPER PRICE FORECAST 12/14/2008
PLUM CREEK (PCL $43.45, rating Underweight) ELEVATED P/E AND POOR HOUSING OUTLOOK LEAD TO UNDERWEIGHT RATING 7/27/2011
POLYMET MINING (PLM $0.72) DRAFT EIS APPROVAL, GLENCORE TRANSACTION AND HYBRID “CONCENTRATES ONLY” OPTION 12/23/2008
STEEL INDUSTRY AND IRON ORE INDUSTRY – – – ESTIMATE THAT A MINIMUM 4.5% GLOBAL GAIN IN WORLD STEEL OUTPUT NEEDED TO ABSORB GLOBAL IRON ORE EXPANSIONS IN 2008-10 9/23/2008
SPOTMARKETS PRECIOUS SHARES BENEFIT FROM WEAK DOLLAR AND U.S. FINANCE MELTDOWN, WHILE BASE METALS FEEL BRUNT OF DOWNTURN 9/22/2008
FIRST QUANTUM PAYS A SMALL DIVIDEND AND PREDICTS PANAMA COMMISSIONING IN LATE-2018; HIGHER GOLD, NICKEL, AND ZINC PRICES 8/3/2016
SOUTHERN COPPER CORP. LOWER COPPER PRICES, HIGHER BYPRODUCT PRICES, AND LOWER COSTS IMPACT OUR FINANCIAL MODELS 8/3/2016
METALS – – VOLUME FOURTEEN OF MONTHLY PLANT SHUTDOWNS TALLIES 15 EXPANSIONS AND 29 SHUTDOWNS 8/2/2016
TECK RESOURCES LTD. (TCK $29.65, rating Overweight; target $95) STRATEGIC AND EXPLORATION HIGHLIGHTS OF NOV. 8TH TORONTO “INVESTOR DAY” CAUSE US TO CUT POST-2014 EARNINGS ESTIMATES DUE TO HIGHER CAP EX AND SLOWER COMPLETIONS 11/11/2011
TECK COMINCO (TCK $47.53 rated Overweight) BUYOUT OF 80.1% OF FORDING COAL OR 48% ELK VALLEY COAL STAKE ACCRETIVE THOUGH “OPPOSITE OF UNBUNDLING” July 30, 2008