LOW PRICE LEVELS, HIGHER INTEREST RATES AND DEMAND UNCERTAINTY TO FORCE OUTPUT CUTS 6/23/2013
LOW PRICE LEVELS, HIGHER INTEREST RATES AND DEMAND UNCERTAINTY TO FORCE OUTPUT CUTS 6/23/2013
Archives: Downloads
CONTAINERBOARD – – MARKET OVERVIEW AND KAPSTONE’S ACQUISITION OF LONGVIEW FIBER 6/21/2013
CONTAINERBOARD – – MARKET OVERVIEW AND KAPSTONE’S ACQUISITION OF LONGVIEW FIBER 6/21/2013
WEYERHAUESER ($27.67 rated Overweight with $35 price target) WY HOMEBUILDING SEGMENT PUT ON SALE AS WY LOOKS TO MAXIMIZE SHAREHOLDER VALUE 6/20/2013
WEYERHAUESER ($27.67 rated Overweight with $35 price target) WY HOMEBUILDING SEGMENT PUT ON SALE AS WY LOOKS TO MAXIMIZE SHAREHOLDER VALUE 6/20/2013
CENTURY ALUMINUM (CENX $10.06, rating raised to Neutral from Underweight; price target raised to $10/share from $4/share) SEBREE, KY SMELTER BUYOUT TERMS, HIGHER ESTIMATED MIDWEST PREMIUMS AND INCLUSION OF PURITY PREMIUMS FOR HAWESVILLE INCREASES EARNINGS ESTIMATES 6/18/2013
CENTURY ALUMINUM (CENX $10.06, rating raised to Neutral from Underweight; price target raised to $10/share from $4/share) SEBREE, KY SMELTER BUYOUT TERMS, HIGHER ESTIMATED MIDWEST PREMIUMS AND INCLUSION OF PURITY PREMIUMS FOR HAWESVILLE INCREASES EARNINGS ESTIMATES 6/18/2013
SPOTMARKETS ALL INDICATORS POINT TO SLOWDOWN AS EVEN WOOD, FARM AND FERTILIZERS SLOW, WHILE METALS EXCHANGE INVENTORIES FALL 6/16/2013
ALL INDICATORS POINT TO SLOWDOWN AS EVEN WOOD, FARM AND FERTILIZERS SLOW, WHILE METALS EXCHANGE INVENTORIES FALL 6/16/2013
PRETIUM RESOURCES (PVG $8.17 rated Overweight with $16 down from $33 price) FEASIBILITY STUDY RESULTS SHOW HIGHER CAPEX, HIGHER OPEX, HIGHER TAXES, LOWER RECOVERY RATES, AND LOWER ORE GRADES 6/13/2013
PRETIUM RESOURCES (PVG $8.17 rated Overweight with $16 down from $33 price) FEASIBILITY STUDY RESULTS SHOW HIGHER CAPEX, HIGHER OPEX, HIGHER TAXES, LOWER RECOVERY RATES, AND LOWER ORE GRADES 6/13/2013
GLENCOREXSTRATA PLC (GLCNF, $4.78; RATED UNDERWEIGHT; PRICE TARGET REMAINS AT USD $2.00) LOWER EFFECTIVE TAX RATES ARE OFFSET BY A HIGHER DISCOUNT RATE ON CASH FLOWS; PRODUCTION MODELS REBUILT 6/13/2013
GLENCOREXSTRATA PLC (GLCNF, $4.78; RATED UNDERWEIGHT; PRICE TARGET REMAINS AT USD $2.00) LOWER EFFECTIVE TAX RATES ARE OFFSET BY A HIGHER DISCOUNT RATE ON CASH FLOWS; PRODUCTION MODELS REBUILT 6/13/2013
POLYMET MINING (PLM $0.87, rated Neutral) PRICE TARGET CUT FROM $3 TO $1.50 AS LOWER LONG TERM COPPER PRICE ESTIMATES AND DILUTION LOWER SHAREHOLDER VALUE 6/12/2013
POLYMET MINING (PLM $0.87, rated Neutral) PRICE TARGET CUT FROM $3 TO $1.50 AS LOWER LONG TERM COPPER PRICE ESTIMATES AND DILUTION LOWER SHAREHOLDER VALUE 6/12/2013
ROYAL GOLD (RGLD: $54.03 rated Overweight with $72 price target) FRANCO NEVADA (FNV: $41.30 rated Overweight with $44 price target) SILVER WHEATON (SLW: $23.58 rated Overweight with $29 price target) 6/10/2013
ROYAL GOLD (RGLD: $54.03 rated Overweight with $72 price target) FRANCO NEVADA (FNV: $41.30 rated Overweight with $44 price target) SILVER WHEATON (SLW: $23.58 rated Overweight with $29 price target) 6/10/2013
OVERVIEW – – “SIGNIFICANT SLOWDOWN,” RECESSION AND “HYPER-GOLD” 6/10/2013
OVERVIEW – – “SIGNIFICANT SLOWDOWN,” RECESSION AND “HYPER-GOLD” 6/10/2013