QUEENSLAND RAINS REDUCE COAL OUTPUT, LIKELY FURTHER BENEFITING STEEL PRODUCT, SCRAP STEEL AND COAL PRICES 1/3/2011
QUEENSLAND RAINS REDUCE COAL OUTPUT, LIKELY FURTHER BENEFITING STEEL PRODUCT, SCRAP STEEL AND COAL PRICES 1/3/2011
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COPPER INDUSTRY – – WE ESTIMATE XSTRATA WILL BE THE WORLD’S #1 COPPER PRODUCER AFTER 2016; 1/3/2011
COPPER INDUSTRY – – WE ESTIMATE XSTRATA WILL BE THE WORLD’S #1 COPPER PRODUCER AFTER 2016; 1/3/2011
CONTAINERBOARD INDUSTRY—HIGHER LONG TERM OCC COSTS BENEFIT PRODUCERS WITH LARGEST “VIRGIN” TIMBER FEEDSTOCKS 1/7/2011
CONTAINERBOARD INDUSTRY—HIGHER LONG TERM OCC COSTS BENEFIT PRODUCERS WITH LARGEST “VIRGIN” TIMBER FEEDSTOCKS 1/7/2011
THOMPSON CREEK METALS (TC $14.50, rated NEUTRAL with $18 target) HIGHER COPPER PRICES BENEFIT LONG-TERM EARNINGS WHILE HIGHER THAN EXPECTED COSTS DEFLATE SHORT-TERM EARNINGS 1/10/2011
THOMPSON CREEK METALS (TC $14.50, rated NEUTRAL with $18 target) HIGHER COPPER PRICES BENEFIT LONG-TERM EARNINGS WHILE HIGHER THAN EXPECTED COSTS DEFLATE SHORT-TERM EARNINGS 1/10/2011
MERCATOR MINERALS (MLKKF US $4.22, NEUTRAL and price target to $4.00 from $4.60) RATING CUT TO NEUTRAL AS COPPER PRICE NEARER OUR EXPECTATIONS, STOCK PRICE NEARER OUR PRIOR $4.60 TARGET, TARGET CUT DUE TO DERIVATIVE LOSSES AND NEW CAP EX AHEAD 1/10/2011
MERCATOR MINERALS (MLKKF US $4.22, NEUTRAL and price target to $4.00 from $4.60) RATING CUT TO NEUTRAL AS COPPER PRICE NEARER OUR EXPECTATIONS, STOCK PRICE NEARER OUR PRIOR $4.60 TARGET, TARGET CUT DUE TO DERIVATIVE LOSSES AND NEW CAP EX …
STEEL PRICE VOLATILITY CONTINUES UNABATED AS BIG WINTER “SPIKE” CREATES THE BASIS FOR A SUMMER 2011 PRICE PLUNGE 1/11/2011
STEEL PRICE VOLATILITY CONTINUES UNABATED AS BIG WINTER “SPIKE” CREATES THE BASIS FOR A SUMMER 2011 PRICE PLUNGE 1/11/2011
GREYSTAR RESOURCES (GYSLF $3.54, Overweight $17 Price Target) UPDATE ON OUR SPANISH LANGUAGE COLOMBIAN READING ON GREYSTAR DEBATE 1/13/2011
GREYSTAR RESOURCES (GYSLF $3.54, Overweight $17 Price Target) UPDATE ON OUR SPANISH LANGUAGE COLOMBIAN READING ON GREYSTAR DEBATE 1/13/2011
ALUMINA LTD. (AWC $9.78, OVERWEIGHT; PRICE TARGET RAISED TO $19); RAISED ESTIMATED ALUMINUM PRICE FORECAST AND INCREASED AWAC ALUMINA PRODUCTION FUELING HIGHER EARNINGS 1/13/2011
ALUMINA LTD. (AWC $9.78, OVERWEIGHT; PRICE TARGET RAISED TO $19); RAISED ESTIMATED ALUMINUM PRICE FORECAST AND INCREASED AWAC ALUMINA PRODUCTION FUELING HIGHER EARNINGS 1/13/2011
ALUMINUM INDUSTRY – – A SIMULATION OF ALCOA’S 12% 2011 GLOBAL DEMAND GROWTH FORECAST 1/13/2011
ALUMINUM INDUSTRY – – A SIMULATION OF ALCOA’S 12% 2011 GLOBAL DEMAND GROWTH FORECAST 1/13/2011
MERCATOR MINERALS (MLKKF US $4.90, Rating Cut to Underweight and price target to $3.00) CLOSER ANALYSIS OF HEDGE LOSS ESTIMATES $103 MM FOURTH-QUARTER CHARGE TO $4.45 COPPER, $41 MM CURRENT DERVIATIVE LIABILITY AS 25% DUE AND MODEL $100 MM NEW EQUITY 1/18/2011
MERCATOR MINERALS (MLKKF US $4.90, Rating Cut to Underweight and price target to $3.00) CLOSER ANALYSIS OF HEDGE LOSS ESTIMATES $103 MM FOURTH-QUARTER CHARGE TO $4.45 COPPER, $41 MM CURRENT DERVIATIVE LIABILITY AS 25% DUE AND MODEL $100 MM NEW …