NUCOR (NUE $43.67, rated Underweight target cut to $30 from $35) RATING CUT FROM NEUTRAL TO UNDERWEIGHT WITH $30 PRICE TARGET AS STEEL PRICES ARE EXPECTED TO FALL OFF SHARPLY FOR REMAINDER OF 2012 3/5/2012
METALS – – VOLUME THIRTEEN OF PLANT SHUTDOWNS SINCE AUGUST 2015 SHOWS MORE EXPANSIONS THAN SHUTDOWNS 6/28/2016
LUNDIN MINING INCLUSION OF EAGLE EAST; LOWER THAN PREVIOUSLY ESTIMATED COPPER PRICE ENVIRONMENT 7/12/2016
NORILSK NICKEL HIGHER PRICE TARGET AND EARNINGS ESTIMATES DUE TO PHILIPPINE MINE CLOSINGS, HIGHER NICKEL AND PLATINUM PRICES 7/12/2016
METALS, ESPECIALLY GOLD, IMPACTED BY WEAK MONETARY POLICIES; SUPPLY RESTRAINT AND FIRM DEMAND ALSO IMPORTANT7/12/2016
HIGHER GOLD PRICES AND A HIGHER MULTIPLE TO NPV BENEFIT OUR EARNINGS ESTIMATES AND PRICE TARGETS 7/13/2016
LUNDIN MINING CORRECTION TO CUT EAGLE MINE PRODUCTION ESTIMATES CONCERNING EAGLE EAST 7/14/2016
NEWMONT MINING SIMPLIFIES WITH EXIT FROM INDONESIA; GOLD PRICE ESTIMATES AND 200% UP FROM 150% PREMIUM TO NPV INCREASED. 7/13/2016
METALS INDUSTRY – – “STATES RIGHTS” VERSUS FEDERAL AUTHORITY IN MINE PERMITTING, AND THE SPECIFIC CASES OF POLYMET MINING, DULUTH METALS AND FRANCONIA MINERALS IN MINNESOTA 4/16/2010
BARRICK GOLD (ABX $39.11, Rating Neutral) BARRICK SELECTS CERRO CASALE FROM PORTFOLIO OF FUTURE PROJECTS THAT WE BELIEVE WARRANT A MODERATE 20% VALUATION DISCOUNT 4/19/2010