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ALLEGHENY TECHNOLOGIES (ATI $26.09, rated Overweight with price target $44) SHORTFALLS IN TITANIUM AND HIGH NICKEL ALLOYS PARTLY OFFSET BY LOWER INTEREST EXPENSE, PROFIT-SHARING AND OTHER EXPENSES AND LOSS AVOIDANCES IN FLAT-ROLLED AND ENGINEERED PRODUCTS 7/24/2013

WAITING FOR PRODUCTION AND PERMANENT CAPACITY CUTS IN ALUMINUM, ALUMINA, STEEL, IRON ORE, COPPER AND NICKEL 7/25/2013

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 »