GOLD INDUSTRY – – – RESERVE REPORTS OF THE 8 LARGEST PRODUCERS 5/19/2010
GOLD INDUSTRY – – – RESERVE REPORTS OF THE 8 LARGEST PRODUCERS 5/19/2010
GOLD INDUSTRY – – – RESERVE REPORTS OF THE 8 LARGEST PRODUCERS 5/19/2010
PLUM CREEK (PCL $35.15, rating increased from Neutral to Overweight) SHARE PRICE DECLINE AND POTENTIAL FOR IMPROVED PROFITABILITY LEAD TO IMPROVED OUTLOOK 5/21/2010
VALUATIONS OF THE SIX LARGE DIVERSIFIED MINES FOR 2011 APPEARS TO ANTICIPATE A 30% IRON ORE PRICE DECLINE, $2.50 COPPER AND A 50% UP FROM 32% TAX RATE, WHICH WE DEEM UNLIKELY 5/24/2010
THOMPSON CREEK METALS (TC $9.44, rated OVERWEIGHT with $13 target) COMMENTS FROM RECENT VISIT TO THOMPSON CREEK, IDAHO MINE ON MAY 19th; INVESTMENT RATING RAISED TO OVERWEIGHT FROM NEUTRAL 5/24/2010
SPOTMARKET QUADRUPLE DATA WEEK WITH FAVORABLE GLOBAL STEEL OUTPUT, ALUMINUM OUTPUT, WBMS NONFERROUS DEMAND AND OUTPUT, AND FIBRE BOX ASSN. REPORTS; WOOD MARKETS COLLAPSE 5/25/2010
SPOTMARKET HIGHER EARNINGS ESTIMATES COMING FOR LARGE DIVERSIFIED MINES 5/31/2010
SPOTMARKETS HIGHER EARNINGS ESTIMATES COMING FOR LARGE DIVERSIFIED MINES 6/1/2016
ALLEGHENY TECHNOLOGIES (ATI $50.00, rated Overweight, Price Target $65) STABLE U.S. ECONOMY AS NICKEL PRICE FALLS BY $3 LESSENS THE MARGIN SQUEEZE; COMMENTS FROM VISITS TO RICHBURG, SC ROD/BAR MILL AND BAKERS, NC TITANIUM MELT AND PREMIUM FORGING PLANT 6/3/2010
SPOTMARKETS FINE-TUNING CERTAIN NONFERROUS METALS COMMODITY PRICE ESTIMATES AT MID-YEAR, RAISING MORE THAN REDUCING 6/7/2010
VALE (VALE $24.78, OVERWEIGHT, price target raised to $64 from $55) IRON ORE PRICING DRIVES HIGHER PRICE TARGET; SALE OF ALUMINUM BUSINESSES TO NORSK HYDRO 6/8/2010