METALS INDUSTRY – – NO “RECESSION” IN SPOT PRICES AS GLOBAL BOOM BENEFITS FROM STIMULUS TO WARD OFF U.S. DOWNTURN; RAISING MOST NONFERROUS METALS PRICE ESTIMATES 2/19/2008
GOLD INDUSTRY – – JEWELRY DEMAND FALLS MUCH LESS THAN EXPECTED AS GOLD PRICES RISE; HISTORICAL DATA COMPILATION 2/16/2008
INTERNATIONAL PAPER (IP $33.50, rated NEUTRAL) EARNINGS ESTIMATES REDUCED DUE TO COST FACTORS AND SLOWING LAND SALES 2/13/2008
RIO TINTO (RTP $438.99, rated Overweight) RIO TINTO MAKES OPTIMISTIC COPPER AND ALUMINUM SMELTER UNIT GROWTH RATE FORECASTS THAT SEEM UNCERTAIN TO US 2/13/2008
SPOTMARKETS COPPER SOARS ON CODELCO 5.3% OUTPUT DECLINE FOR 2007 2/11/2008
TEMPLE INLAND (TIN $16.49, rated Overweight) CONTAINERBOARD PROFITS WILL BE PARTLY OFFSET WITH BUILDING PRODUCTS LOSSES 2/11/2008
MEADWESTVACO (MWV $26.31, rated Neutral) EARNINGS ESTIMATES LOWERED OWING TO CONTINUED HIGH LEVELS OF CORPORATE AND OTHER THAT ARE NOT EXPECTED TO DECLINE VERY MUCH 2/11/2008
LOUISIANA-PACIFIC (LPX $13.01, rated Neutral) POOR HOUSING CLIMATE CLOUDS OUTLOOK 2/7/2008
NEWMONT MINNG (NEM $49.87, Overweight) PARNTER’S RESERVE DISCLOSURE SUGGESTS A 2 MM OZ RESERVE INCREASE AT 66.7%-OWNED BODDINGTON 2/7/2008
RIO TINTO (RTP $421.17, rated Overweight) FEBRUARY 6TH BHP BILLITON (BHP $67.32, rated Neutral) BID FIRST BLUSH REACTION 2/6/2008