NORBORD INC (NBRXF $14.92) COVERAGE INITIATED WITH OVERWEIGHT RATING AND U.S. $27 PRICE TARGET 3/21/2011
NORBORD INC (NBRXF $14.92) COVERAGE INITIATED WITH OVERWEIGHT RATING AND U.S. $27 PRICE TARGET 3/21/2011
Archives: Downloads
ALUMINA LTD. (AWC $9.06, OVERWEIGHT; PRICE TARGET LOWERED FROM $19 TO $17); LOWER EXPECTED 2011 PRODUCTION LEADS TO LOWER EARNINGS ESTIMATES DESPITE IMPROVED SELLING PRICES; GREATER ESTIMATED FUTURE CASH GENERATION 3/21/2011
ALUMINA LTD. (AWC $9.06, OVERWEIGHT; PRICE TARGET LOWERED FROM $19 TO $17); LOWER EXPECTED 2011 PRODUCTION LEADS TO LOWER EARNINGS ESTIMATES DESPITE IMPROVED SELLING PRICES; GREATER ESTIMATED FUTURE CASH GENERATION 3/21/2011
GOLDCORP (GG $48.90, Rated Neutral) PROJECT UPDATES ENCOURAGING, BUT GG CONTINUES TO BE VALUED AT A PREMIUM 3/27/2011
GOLDCORP (GG $48.90, Rated Neutral) PROJECT UPDATES ENCOURAGING, BUT GG CONTINUES TO BE VALUED AT A PREMIUM 3/27/2011
WEYERHAEUSER (WY $24.22 rated Neutral) COVERAGE RESTORED WITH NEUTRAL RATING AND $21 UP FROM $17 PRIOR PRICE TARGET 3/27/2011
WEYERHAEUSER (WY $24.22 rated Neutral) COVERAGE RESTORED WITH NEUTRAL RATING AND $21 UP FROM $17 PRIOR PRICE TARGET 3/27/2011
LARGE CAP METALS – – UPDATED STRUCTURED FINANCIAL COMPARISONS OF $705 BIL. MARKET CAP OF “BIG SIX” MAJOR DIVERSIFIED MINES 3/27/2011
LARGE CAP METALS – – UPDATED STRUCTURED FINANCIAL COMPARISONS OF $705 BIL. MARKET CAP OF “BIG SIX” MAJOR DIVERSIFIED MINES 3/27/2011
VALE (VALE $32.34, RATING OVERWEIGHT, price target $44); DEEPLY DISCOUNTED VALUATION FROM POSSIBLE CHANGE OF CEO, RECORD $24 BIL. 2011 CAP EX AND UNCERTAINTY OF IRON ORE AND NICKEL PRICES 3/27/2011
VALE (VALE $32.34, RATING OVERWEIGHT, price target $44); DEEPLY DISCOUNTED VALUATION FROM POSSIBLE CHANGE OF CEO, RECORD $24 BIL. 2011 CAP EX AND UNCERTAINTY OF IRON ORE AND NICKEL PRICES 3/27/2011
SPOTMARKETS NEW CHINESE FIVE YEAR PLAN SIMILAR, BUT STRICT ENFORCEMENT OF ENERGY INTENSITY REDUCTION TARGETS DISAPPEARS IN 2011 3/28/2011
NEW CHINESE FIVE YEAR PLAN SIMILAR, BUT STRICT ENFORCEMENT OF ENERGY INTENSITY REDUCTION TARGETS DISAPPEARS IN 2011 3/28/2011
QUADRA FNX MINING (QADMF $13.50, rated Neutral with $16 target) EARNINGS ESTIMATE CUT 30% FOR 2011 AS PRODUCTION ESTIMATES LOWERED IN LINE WITH COMPANY GUIDANCE 3/28/2011
QUADRA FNX MINING (QADMF $13.50, rated Neutral with $16 target) EARNINGS ESTIMATE CUT 30% FOR 2011 AS PRODUCTION ESTIMATES LOWERED IN LINE WITH COMPANY GUIDANCE 3/28/2011
STEEL INDUSTRY – – RESTART OF DISTINCT NEW LOCAL COMPETITOR 3/28/2011
STEEL INDUSTRY – – RESTART OF DISTINCT NEW LOCAL COMPETITOR 3/28/2011
These remarks will be presented by John C. Tumazos on March 31, 2011 to our metals conference. 3/29/2011
These remarks will be presented by John C. Tumazos on March 31, 2011 to our metals conference. 3/29/2011