ALCOA (AA $12.97, rated Overweight with $16 target) CUT PRICE TARGET TO $16 FROM $18; MAINTAINED BUY RATING 10/11/2010
ALCOA (AA $12.97, rated Overweight with $16 target) CUT PRICE TARGET TO $16 FROM $18; MAINTAINED BUY RATING 10/11/2010
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SPOTMARKET BASE METALS OFFTAKE SLOWS WITH CHINESE “NATIONAL WEEK” HOLIDAY, AS WEAKER DOLLAR DRIVES UP NONFERROUS PRICES 10/11/2010
SPOTMARKET BASE METALS OFFTAKE SLOWS WITH CHINESE “NATIONAL WEEK” HOLIDAY, AS WEAKER DOLLAR DRIVES UP NONFERROUS PRICES 10/11/2010
ANTOFAGASTA PLC (ANFGF $20.80, Remain Overweight, Price Target $25 from $22) REVISED EARNINGS BENEFIT FROM INCREASED EXPECTED COPPER PRICES; PRICE TARGET RAISED TO $25 FROM $22 PER ADS 10/17/2010
ANTOFAGASTA PLC (ANFGF $20.80, Remain Overweight, Price Target $25 from $22) REVISED EARNINGS BENEFIT FROM INCREASED EXPECTED COPPER PRICES; PRICE TARGET RAISED TO $25 FROM $22 PER ADS 10/17/2010
SPOTMARKET PROFITS TAKEN AS 4 of 6 MAJOR LME NONFERROUS METALS INVENTORIES RISE WITH COLLECTIVE DELIVERIES TO WAREHOUSES AND SOFT DEMAND 10/17/2010
SPOTMARKET PROFITS TAKEN AS 4 of 6 MAJOR LME NONFERROUS METALS INVENTORIES RISE WITH COLLECTIVE DELIVERIES TO WAREHOUSES AND SOFT DEMAND 10/17/2010
VALE (VALE $32.89, NEUTRAL, price target lowered to $33 from $64) SIZE OF INVESTMENT PROGRAMS AND VOLATILITY OF IRON ORE SPOT PRICE, VOLUMES AND NICKEL PRICES MAKE US HESITATE 10/21/2010
VALE (VALE $32.89, NEUTRAL, price target lowered to $33 from $64) SIZE OF INVESTMENT PROGRAMS AND VOLATILITY OF IRON ORE SPOT PRICE, VOLUMES AND NICKEL PRICES MAKE US HESITATE 10/21/2010
TEN COMPANIES TO WATCH IN OUR NOV. 9-10TH AGENDA 10/22/2010
TEN COMPANIES TO WATCH IN OUR NOV. 9-10TH AGENDA 10/22/2010
LARGE CAP METALS – – UPDATED STRUCTURED FINANCIAL COMPARISONS OF $668 BIL. MARKET CAP OF SIX MAJOR DIVERSIFIED MINES 10/25/2010
LARGE CAP METALS – – UPDATED STRUCTURED FINANCIAL COMPARISONS OF $668 BIL. MARKET CAP OF SIX MAJOR DIVERSIFIED MINES 10/25/2010
COPPER INDUSTRY – – BASE CASE EARNINGS ESTIMATES AT $4.25 IN 2011, $4.50 IN 2012, $5.00 IN 2013-2014 AND $4.00 IN 2015; EPS SENSITIVITY TO $15.00 COPPER UPSIDES 10/25/2010
COPPER INDUSTRY – – BASE CASE EARNINGS ESTIMATES AT $4.25 IN 2011, $4.50 IN 2012, $5.00 IN 2013-2014 AND $4.00 IN 2015; EPS SENSITIVITY TO $15.00 COPPER UPSIDES 10/25/2010
TEMPLE-INLAND (TIN $20.57, Rated Neutral ) PRICE TARGET INCREASED TO $21 DUE TO TAX CREDIT AND FIRM U.S. AND EXPORT DEMAND 10/25/2010
TEMPLE-INLAND (TIN $20.57, Rated Neutral ) PRICE TARGET INCREASED TO $21 DUE TO TAX CREDIT AND FIRM U.S. AND EXPORT DEMAND 10/25/2010
SPOTMARKET STRONG EUROPE BENEFITS STEEL AND NONFEROUS DEMAND 10/25/2010
SPOTMARKET STRONG EUROPE BENEFITS STEEL AND NONFEROUS DEMAND 10/25/2010