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GLENCOREXSTRATA PLC (GLCNF, $5.10; RATED NEUTRAL; PRICE TARGET RAISED TO USD $7/SHARE from USD $5/SHARE) HIGHER COPPER AND ZINC PRODUCTION ESTIMATES GENERATE ADDITIONAL CASH FLOW; LAS BAMBAS REINCORPORATED INTO OUR MODELS ADDS TO PRICE TARGET 3/13/2014

GOLDCORP (GG $27.84 rated Overweight; $32 up from $27 price target) SHORTER MINE LIVES AT CERRO NEGRO, PUEBLO VIEJO, AND LOS FILOS PARTLY OFFSET BY GAINS ON GG’S 58 MM SHARES OF TAHOE RESOURCES AND ESTIMATED PREMIUM TO NPV INCREASED …

GOLDCORP (GG $27.84 rated Overweight; $32 up from $27 price target) SHORTER MINE LIVES AT CERRO NEGRO, PUEBLO VIEJO, AND LOS FILOS PARTLY OFFSET BY GAINS ON GG’S 58 MM SHARES OF TAHOE RESOURCES AND ESTIMATED PREMIUM TO NPV INCREASED TO 50% FROM 25% 3/18/2014 Read more »

COPPER INDUSTRY – – PRICE ESTIMATES DECREASED FOR 2014 BY $0.50/LB 3/12/2014

HIGHLIGHTS OF MARCH 31, 2014 METALS CONFERENCE PAST ADVISORY CLIENTS PLATINUM GROUP METALS AND TEXAS RARE EARTH RESOURCES 4/2/2014

HIGHLIGHTS OF “NATURAL RESOURCES TRACK” AT OUR MARCH 31ST CONFERENCE 4/3/2014

HIGHLIGHTS OF “GOLD TRACK” AT OUR MARCH 31ST CONFERENCE 4/1/2014

John Tumazos Very Independent Research, LLC Metals and Mining Conference Core Shack, March 31, 2014 4/1/2014

ANGLOGOLD ASHANTI (AU $17.99, rated neutral, price target $18 from $15) LOWER SUSTAINING CAPEX AND LOWER CASH OPERATING COSTS PARTIALLY OFFSET BY THE REMOVAL OF THE LA COLOSA PROJECT. 3/23/2014

ALLEGHENY TECHNOLOGIES (ATI $36.20, rated Overweight with price target $44) FOUR SIGNS OF AN UPTURN OR BETTER-THAN-EXEPECTED RESULTS 3/21/2014

ALUMINUM INDUSTRY – – 5.9 MMT OF EXCHANGE INVENTORIES LINGER WITH RECORD CHINESE OUTPUT AND HIGHER THAN EXPECTED ROW OUTPUT 3/26/2014