STRONG DOLLAR EXPECTATIONS HURT SOME SPOT PRICES May 4, 2008
STRONG DOLLAR EXPECTATIONS HURT SOME SPOT PRICES May 4, 2008
STRONG DOLLAR EXPECTATIONS HURT SOME SPOT PRICES May 4, 2008
COPPER INDUSTRY – – “SMART MONEY” SELLS OUT AGAIN AT A PREMIUM TO THE “GOING RATE” BUT NOT ANY “FULL VALUE” May 2, 2008
ZINC INDUSTRY ‐‐ ‐ HIGHLIGHTS OF VISIT TO TENNESSEE ZINC MINES OF STRATEGIC RESOURCE ACQUISITON CORP. BOUGHT FROM FORMER ASARCO May 1, 2008
WEYERHAEUSER (WY $62.88 as of 5/9/08, Neutral) PRICE TARGET AND EARNINGS CUT DUE TO WORSENING HOUSING MARKET AND LOWER DEBT REPAYMENT EXPECTATIONS May 9, 2008
CRUDE OIL RISE TO $126 PER BARREL INFLUENCES SPOT PRICES May 11, 2008
FNX MINING (FNXMF $24.90 5-12-08, rated Overweight) PRICE TARGET CUT TO $40 FROM $55; LONG-TERM EARNINGS ESTIMATES ROUGHLY CUT IN HALF DUE TO COST ESCALATIONS AND LOWER THAN EXPECTED TONS AND GRADES May 13, 2008
GOLD INDUSTRY – – – – CONTINUED SUBDUED INFLATION REPORTS DESPITE RAMPANT ENERGY, FOOD AND OTHER INFLATIONS May 18, 2008
TECK COMINCO (TCK $51.71, rated Overweight) FAVORABLE DEVELOPMENTS PROMPT ESTIMATE HIKE; COMMENTS FROM VISITS TO ANTAMINA, QUEBRADA BLANCA AND ANDOCOLLO COPPER MINES May 19, 2008
COPPER INDUSTRY – DISCUSSION OF XSTRATA MAJOR COPPER DEPOSITS May 19, 2008
SPOTMARKETS MARKET EXPECTATIONS SHIFT TOWARDS RAMPANT RECESSION AT $132 CRUDE May 27, 2008