RECORD CHINESE NONFERROUS DEMAND EVIDENT; WORLD STEEL ASSN. REVISES JANUARY DATA TO REPORT LARGER CHINA NATIONAL STATISTICS BUREAU AND NOT LOWER CISA STEEL OUTPUT 3/22/2012
COPPER INDUSTRY – – UPDATED DEMAND-SUPPLY SIMULATIONS 3/23/2012
“FIRST” IMPAIRMENT TESTS OF METALS, PAPER AND AGMINERALS “RED FLAGS” ALCOA, THOMPSON CREEK METALS, ALUMINA LTD., CENTURY ALUMINUM AND U.S. STEEL 3/24/2012
ECO ORO (GYSLF $2.63 or EOM.TO C$2.60), rated Overweight, Price target cut from $13 to $5) REAFFIRM OVERWEIGHT RATING DESPITE UNCERTAINTIES 3/26/2012
MARCH 27TH CONFERENCE HIGHLIGHTS ON “DAY ONE” 3/28/2012
MARCH 28TH CONFERENCE HIGHLIGHTS ON “DAY TWO GOLD TRACT” 3/29/2012
MARCH 27TH CONFERENCE “CORE SHACK” 3/29/2012
MARCH 28TH CONFERENCE HIGHLIGHTS “DAY TWO BASE METALS TRACT” 3/30/2012
IMPLICATIONS TO METALS AND INDUSTRY END MARKETS IF CRUDE OIL PRICES PLUNGE DUE TO SUBSTITUTION INTO NATURAL GAS 4/29/2012
ANGLOGOLD ASHANTI (AU $34.28 rating raised to Neutral from Underweight with $32 cut from $37 price target) RATING INCREASED TO NEUTRAL FROM UNDERWEIGHT DESPITE PRICE TARGET BEING LOWERED TO $32 FROM $37; HIGHER ESTIMATED PROJECT CAPITAL SPENDING TO REACH GOAL …