HIGHLIGHTS OF MARCH 31, 2011 METALS CONFERENCE “DAY TWO” 3/31/2011
HIGHLIGHTS OF MARCH 31, 2011 METALS CONFERENCE “DAY TWO” 3/31/2011
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HIGHLIGHTS OF OUR MARCH 30, 2011 CONFERENCE “DAY ONE” 3/30/2011
HIGHLIGHTS OF OUR MARCH 30, 2011 CONFERENCE “DAY ONE” 3/30/2011
PHOTO HIGHLIGHTS OF OUR MARCH 30, 2011 CONFERENCE “CORE SHACK” 4/4/2011
PHOTO HIGHLIGHTS OF OUR MARCH 30, 2011 CONFERENCE “CORE SHACK” 4/4/2011
MERCATOR MINERALS (MLKKF US $3.80, Rating raised to Neutral from Underweight; price target raised to $3.50 from $3.00) HEDGE LOSS RECOGNITION UNDERSTATED WITH BACKWARDATION; PRODUCTION ESTIMATES UPDATED TO INCLUDE El PILAR PROJECT IN FINANCIAL MODELS 4/7/2011
MERCATOR MINERALS (MLKKF US $3.80, Rating raised to Neutral from Underweight; price target raised to $3.50 from $3.00) HEDGE LOSS RECOGNITION UNDERSTATED WITH BACKWARDATION; PRODUCTION ESTIMATES UPDATED TO INCLUDE El PILAR PROJECT IN FINANCIAL MODELS 4/7/2011
LOUISIANA-PACIFIC (LPX $9.39, rated Underweight with $9 cut from $11 target) OSB PRICES SHOW NO SIGNS OF SEASONAL RISES WHILE COST PRESSURES CONTINUE TO LOOM LARGE 4/12/2011
LOUISIANA-PACIFIC (LPX $9.39, rated Underweight with $9 cut from $11 target) OSB PRICES SHOW NO SIGNS OF SEASONAL RISES WHILE COST PRESSURES CONTINUE TO LOOM LARGE 4/12/2011
LOUISIANA-PACIFIC (LPX $9.39, rated Underweight with $9 cut from $11 target) OSB PRICES SHOW NO SIGNS OF SEASONAL RISES WHILE COST PRESSURES CONTINUE TO LOOM LARGE 4/12/2011
LOUISIANA-PACIFIC (LPX $9.39, rated Underweight with $9 cut from $11 target) OSB PRICES SHOW NO SIGNS OF SEASONAL RISES WHILE COST PRESSURES CONTINUE TO LOOM LARGE 4/12/2011
WEYERHAEUSER (WY $23.10 rating lowered to UNDERWEIGHT from NEUTRAL) RATING LOWERED TO NEUTRAL DUE TO PRICE APPRECIATION AND AS POOR WOOD PRICING AND HIGHER COSTS SUCH JEOPARDIZE EARNINGS 4/12/2011
WEYERHAEUSER (WY $23.10 rating lowered to UNDERWEIGHT from NEUTRAL) RATING LOWERED TO NEUTRAL DUE TO PRICE APPRECIATION AND AS POOR WOOD PRICING AND HIGHER COSTS SUCH JEOPARDIZE EARNINGS 4/12/2011
P/E EXPANSION LIKELY FOR DEEPLY DISCOUNTED LARGE CAPS AND FULLER VALUES FOR EMERGING RESOURCES TOO 4/13/2011
P/E EXPANSION LIKELY FOR DEEPLY DISCOUNTED LARGE CAPS AND FULLER VALUES FOR EMERGING RESOURCES TOO 4/13/2011
P/E EXPANSION LIKELY FOR DEEPLY DISCOUNTED LARGE CAPS AND FULLER VALUES FOR EMERGING RESOURCES TOO 4/13/2011
P/E EXPANSION LIKELY FOR DEEPLY DISCOUNTED LARGE CAPS AND FULLER VALUES FOR EMERGING RESOURCES TOO 4/13/2011
BARRICK GOLD (ABX $53.33, Rated Overweight) NONRESERVE RESOURCES UP 20.8 MM OZ WTH 11.6 MM AT TURQUOISE RIDGE; SIGNIFICANT RESERVES COULD BE ADDED OVER NEXT TWO YEARS AT TURQUOISE RIDGE, DONLIN CREEK OR REKO DIQ 4/17/2011
BARRICK GOLD (ABX $53.33, Rated Overweight) NONRESERVE RESOURCES UP 20.8 MM OZ WTH 11.6 MM AT TURQUOISE RIDGE; SIGNIFICANT RESERVES COULD BE ADDED OVER NEXT TWO YEARS AT TURQUOISE RIDGE, DONLIN CREEK OR REKO DIQ 4/17/2011