WESTERN AUSTRALIAN VISIT: IMPLICATIONS TO “BIG SIX” DIVERSIFIED MINERS OF THESE IRON ORE EXPANSIONS 6/19/2011
WESTERN AUSTRALIAN VISIT: IMPLICATIONS TO “BIG SIX” DIVERSIFIED MINERS OF THESE IRON ORE EXPANSIONS 6/19/2011
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WOOD, GLOBAL STEEL AND GLOBAL ALUMINUM MARKETS STRONGER THAN EXPECTED 6/21/2011
WOOD, GLOBAL STEEL AND GLOBAL ALUMINUM MARKETS STRONGER THAN EXPECTED 6/21/2011
FORTESCUE METALS (FSUMF US $6.38; OVERWEIGHT; price target $11) COVERAGE INITIATED OVERWEIGHT DUE TO UNIT VOLUME GAINS, HIGH MARGINS AND CASH GENERATION; NOTES FROM JUNE 1-2 INVESTOR DAY, PORT HEDLAND, CHRISTMAS CREEK AND CLOUDBREAK MINE TOURS 6/24/2011
FORTESCUE METALS (FSUMF US $6.38; OVERWEIGHT; price target $11) COVERAGE INITIATED OVERWEIGHT DUE TO UNIT VOLUME GAINS, HIGH MARGINS AND CASH GENERATION; NOTES FROM JUNE 1-2 INVESTOR DAY, PORT HEDLAND, CHRISTMAS CREEK AND CLOUDBREAK MINE TOURS 6/24/2011
THOMPSON CREEK METALS (TC $9.49, rated OVERWEIGHT with $18 target) RECENT STOCK PRICE DECLINES INCREASE VALUE; GROWTH AT MT. MILLIGAN AND BERG BRING STRONGER COPPER AND GOLD PRICES 6/24/2011
THOMPSON CREEK METALS (TC $9.49, rated OVERWEIGHT with $18 target) RECENT STOCK PRICE DECLINES INCREASE VALUE; GROWTH AT MT. MILLIGAN AND BERG BRING STRONGER COPPER AND GOLD PRICES 6/24/2011
GOLD INDUSTRY—RESERVE REPORTS OF THE 9 LARGEST PRODUCERS SUGGEST BEGINNING OF AN ACCELERATION OF SUPPLY 6/24/2011
GOLD INDUSTRY—RESERVE REPORTS OF THE 9 LARGEST PRODUCERS SUGGEST BEGINNING OF AN ACCELERATION OF SUPPLY 6/24/2011
STONEGATE AGRICOM (SNRCF $0.985, not rated) COMMENTS FROM JUNE 22ND VISIT TO IDAHO PHOSPHATE ROCK DEVELOPMENT PROPERTY 6/27/2011
STONEGATE AGRICOM (SNRCF $0.985, not rated) COMMENTS FROM JUNE 22ND VISIT TO IDAHO PHOSPHATE ROCK DEVELOPMENT PROPERTY 6/27/2011
CONTRARY TO SUMMER SEASONALITY, ALL MAJOR NONFERROUS INVENTORIES FALL LAST WEEK FOR FIRST TIME SINCE DECEMBER 5TH 6/27/2011
CONTRARY TO SUMMER SEASONALITY, ALL MAJOR NONFERROUS INVENTORIES FALL LAST WEEK FOR FIRST TIME SINCE DECEMBER 5TH 6/27/2011
XSTRATA (XSRAF $22.10, rated Overweight; PRICE TARGET INCREASED FROM $33 to $35) POTENTIAL EXPANSION AT COLLAHUASI IN 2017 INCREASES FUTURE EARNINGS POWER 7/1/2011
XSTRATA (XSRAF $22.10, rated Overweight; PRICE TARGET INCREASED FROM $33 to $35) POTENTIAL EXPANSION AT COLLAHUASI IN 2017 INCREASES FUTURE EARNINGS POWER 7/1/2011
ANGLO AMERICAN (AAUKY $24.99; Rated OVERWEIGHT; Price Target REDUCED to $35.50 from $37); LOWER EXPECTED IRON ORE PRICES RESULT IN LOWER FUTURE EARNINGS; INCLUSION OF COLLAHUASI EXPANSION PROJECT SLIGHTLY OFFSETS IRON ORE RELATED EARNINGS REDUCTION 7/1/2011
ANGLO AMERICAN (AAUKY $24.99; Rated OVERWEIGHT; Price Target REDUCED to $35.50 from $37); LOWER EXPECTED IRON ORE PRICES RESULT IN LOWER FUTURE EARNINGS; INCLUSION OF COLLAHUASI EXPANSION PROJECT SLIGHTLY OFFSETS IRON ORE RELATED EARNINGS REDUCTION 7/1/2011
VALE (VALE $33.43, rated Overweight) PRICE TARGET LOWERED TO $40 FROM $49 BASED ON ESTIMATED $12/T ASIAN FREIGHT DISCOUNT TO ORE PRICES AND 88% UTILIZATION RATES ON SLOWER CAPACITY GROWTH 7/5/2011
VALE (VALE $33.43, rated Overweight) PRICE TARGET LOWERED TO $40 FROM $49 BASED ON ESTIMATED $12/T ASIAN FREIGHT DISCOUNT TO ORE PRICES AND 88% UTILIZATION RATES ON SLOWER CAPACITY GROWTH 7/5/2011