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METALS – – WRITEDOWNS BREACHING $200 BILLION TOTAL SINCE 2008 7/27/2013

OSISKO GOLD ROYALTIES ENJOYS PROGRESS AT ODYSSEY, OBAN AND FALCO RESOURCES 5/13/2016

FOREST PRODUCTS – – LUMBER AND ORIENTED STRAND BOARD PRICES SURGE; REGIONAL OSB PRICE DISCOUNTS FALL ALMOST TO NIL 5/12/2016

WEYERHAEUSER SALE OF CELLULOSE PULP SALE TRIGGERS TAXES DUE; HIGHER WOOD PRODUCTS SEGMENT VALUES PER RISING WOOD PRICES 5/11/2013

NUCOR (NUE $46.85, rated Underweight target cut to $28 from $30) LOWER LONG TERM STEEL PRICE ESTIMATES HURT FUTURE EARNINGS POTENTIAL 8/2/2013

MOSAIC CORP. (MOS $40.98, rated Underweight with $30 price target) PUTTING $3.7 BILLION IN CASH AND UNDERLEVERED BALANCE SHEET TO WORK 8/4/2013

EXCEPT NICKEL, CHINESE AND OTHER CONSUMERS BEGIN TO RESTOCK 8/5/2013

ANGLO AMERICAN (AAUKY $11.26, rated NEUTRAL and price target cut to $11/share from $21/share) PRICE TARGET CUT DUE TO LOWER CU, NI AND MET COAL PRICES, LOWER IRON ORE OUTPUT AND LOWER PT EARNINGS AND INCLUSION OF “OTHER LIABILITIES” TO …

ANGLO AMERICAN (AAUKY $11.26, rated NEUTRAL and price target cut to $11/share from $21/share) PRICE TARGET CUT DUE TO LOWER CU, NI AND MET COAL PRICES, LOWER IRON ORE OUTPUT AND LOWER PT EARNINGS AND INCLUSION OF “OTHER LIABILITIES” TO CUT ESTIMATED BREAK-UP VALUE 8/8/2013 Read more »

BARRICK GOLD (ABX $16.99 rated Overweight with $20 down from $25 price target) UPDATED FINANCIAL MODELS AFTER AUGUST 1ST CHARGES, TWO-YEAR PASCUA DELAY AND OTHER UPDATES. HIGHER 2016 ONWARD GOLD PRICE ESTIMATES INCLUDED 8/8/2013

CONTAINERBOARD INDUSTRY – – SKEPTICAL THAT APRIL 1ST $50/T CONTAINERBOARD AND MAY 1ST 10% OR $100/T BOX PRICES LAST 8/16/2013