FNX MINING (FNXMF $26.89, rated Overweight) FIRST LEVACK FOOTWALL DATA ENCOURAGING THOUGH COMPLEX 2/6/2008
FNX MINING (FNXMF $26.89, rated Overweight) FIRST LEVACK FOOTWALL DATA ENCOURAGING THOUGH COMPLEX 2/6/2008
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ALUMINUM INDUSTRY – – – CHINESE POWER OUTAGES AND THIRD SAUDI ARABIAN SMELTER PROJECT 2/3/2008
ALUMINUM INDUSTRY – – – CHINESE POWER OUTAGES AND THIRD SAUDI ARABIAN SMELTER PROJECT 2/3/2008
ALCOA (AA $34.28 2-1-08, rated Neutral) INVESTMENT IN RIO TINTO 2/1/2008
ALCOA (AA $34.28 2-1-08, rated Neutral) INVESTMENT IN RIO TINTO 2/1/2008
BASE METALS PRICES REBOUND FOLLOWING PRECIOUS METALS 2/3/2008
BASE METALS PRICES REBOUND FOLLOWING PRECIOUS METALS 2/3/2008
MEADWESTVACO ($35.12 rated Underweight with $31 up from $30 price target) MWV SELLS 501,000 ACRES OF TIMBERLANDS AND SETS UP TWO REAL ESTATE JOINT VENTURES WITH PLUM CREEK TIMBER 11/1/2013
MEADWESTVACO ($35.12 rated Underweight with $31 up from $30 price target) MWV SELLS 501,000 ACRES OF TIMBERLANDS AND SETS UP TWO REAL ESTATE JOINT VENTURES WITH PLUM CREEK TIMBER 11/1/2013
ALLEGHENY TECHNOLOGIES (ATI $33.29, rated Overweight with price target $44) EARNINGS ESTIMATES CUT AS EACH SEGMENT WEAKENS 11/1/2013
ALLEGHENY TECHNOLOGIES (ATI $33.29, rated Overweight with price target $44) EARNINGS ESTIMATES CUT AS EACH SEGMENT WEAKENS 11/1/2013
FREEPORT-McMoRAN COPPER AND GOLD (FCX $36.76, rated Overweight, price target raised from $56 to $59) OIL AND GAS OPERATIONS REVIEWED; CERRO VERDE REINCORPORATED INTO OUR MODELS; 2014-2016 CAPITAL EXPENDITURE ESTIMATES INCREASED; 2014 AND 2015 COPPER PRICE ESTIMATES INCREASED
FREEPORT-McMoRAN COPPER AND GOLD (FCX $36.76, rated Overweight, price target raised from $56 to $59) OIL AND GAS OPERATIONS REVIEWED; CERRO VERDE REINCORPORATED INTO OUR MODELS; 2014-2016 CAPITAL EXPENDITURE ESTIMATES INCREASED; 2014 AND 2015 COPPER PRICE ESTIMATES INCREASED 11/1/2013
CF INDUSTRIES (CF $216.22; rated Overweight ; price target cut to $218) PHOSPHATES SALE REDUCES NPV, APPLYING A 2% RETURN ON CASH BALANCES, WHERE NOW WE WONDER HOW THE EXTRA CASH IS SPENT 10/29/2013
CF INDUSTRIES (CF $216.22; rated Overweight ; price target cut to $218) PHOSPHATES SALE REDUCES NPV, APPLYING A 2% RETURN ON CASH BALANCES, WHERE NOW WE WONDER HOW THE EXTRA CASH IS SPENT 10/29/2013
BARRICK GOLD (ABX $20.25, rated Overweight, price target $23) COPPER DIVISIONAL ASSET SALE OPPORTUNITIES ESTIMATED AT $4 BIL. AND 3 SELECTED GOLD ASSETS $2.5 BIL. BEFORE TAXES 10/29/2013
BARRICK GOLD (ABX $20.25, rated Overweight, price target $23) COPPER DIVISIONAL ASSET SALE OPPORTUNITIES ESTIMATED AT $4 BIL. AND 3 SELECTED GOLD ASSETS $2.5 BIL. BEFORE TAXES 10/29/2013
FORTESCUE METALS (FSUMF US $5.04; rating lowered to NEUTRAL from OVERWEIGHT; price target same at $5) PRICE APPRECIATION, LOWER REALIZED IRON ORE PRICE ESTIMATES AND A BIT HIGHER THAN EXPECTED OPERATING COSTS LOWER EARNINGS; “IRONN BRIDGE JV” 10/25/2013
FORTESCUE METALS (FSUMF US $5.04; rating lowered to NEUTRAL from OVERWEIGHT; price target same at $5) PRICE APPRECIATION, LOWER REALIZED IRON ORE PRICE ESTIMATES AND A BIT HIGHER THAN EXPECTED OPERATING COSTS LOWER EARNINGS; “IRONN BRIDGE JV” 10/25/2013