WEYERHAEUSER (WY $17.90 rated Neutral) WY ANNOUNCES DIVIDEND GUIDANCE AND RELATIVELY SMALLER IMPAIRMENTS 12/13/2010
WEYERHAEUSER (WY $17.90 rated Neutral) WY ANNOUNCES DIVIDEND GUIDANCE AND RELATIVELY SMALLER IMPAIRMENTS 12/13/2010
WEYERHAEUSER (WY $17.90 rated Neutral) WY ANNOUNCES DIVIDEND GUIDANCE AND RELATIVELY SMALLER IMPAIRMENTS 12/13/2010
BOND YIELDS UP AFTER BUSH ERA TAX CUTS, EXTENDED UNEMPLOYMENT COMPENSATION AND “SANTA CLAUS” GIVEAWAYS 12/13/2010
ANTOFAGASTA PLC (ANFGF $22.00, RATING REMAINS AT OVERWEIGHT, Price Target Raised to $33 per share from $25) HIGHER PRICE TARGET WITH NOKOMIS AND REKO DIQ INTEGRATED INTO MODEL; MET WITH COMPANY MANAGEMENT ON THURSDAY 12/9 in LONDON 12/14/2010
COPPER INDUSTRY – – UP TO 600,000 TONNES OF COPPER CONCENTRATE WORK-IN-PROCESS INVENTORIES USED AND MAYBE VERY LITTLE LEFT 12/18/2010
BHP BILLITON (BHP $91.05, rated Neutral; Price Target raised to $103 from $76) REEMPHASIS OF COPPER CAP EX AND OTHER INTERNAL DEVELOPMENTS; HIGHLIGHTS OF STOP INTO LONDON OFFICES EPS Estimates (Fiscal Years end June 30th) 2008 2009 2010E 2011E 2012E …
HUDBAY MINERALS (HBM $16.97; RATED OVERWEIGHT with price target raised to $26 from $22) INTEGRATED FINANCIAL MODELS INCLUDING BACK FORTY, A CONCEPTUAL WISCONSIN DEAL, REED 12/23/2010
STRONGER DOLLAR WITH AUSTERITY EXPECTED TO FORESTALL CUTS IN U.S. SOVEREIGN BOND RATING; NONFERROUS METALS INVENTORIES RISE; CHINESE ALUMINUM OUPTUT PLUMMETS 12/24/2010
GREYSTAR RESOURCES (GYSLF $3.99, Overweight $17 Price Target) OUTSIDE NGOS AND LEFT WING OPPONENTS OF PRESIDENT SANTOS OPPOSE MINE 12/29/2010
ANGLO AMERICAN (AAUKY $25.88, Rated OVERWEIGHT) Price Target Raised from $30 to $37 per share; SIGNIFICANT PROJECT GROWTH PIPELINE; MINAS RIO IRON ORE PERMITS RECEIVED; HIGHER EARNINGS PROJECTIONS 12/29/2010
NUCOR (NUE $44.51, rated Underweight) PRICE TARGET RAISED TO $35 FROM $20 AS LARGE LOSSES AVOIDED DESPITE WORST OF CONSTRUCTION DOWNTURN 12/30/2010