SILVER WHEATON ($23.02, rated Neutral, with $26 from $29 price target) HEALTHY DESPITE LOWER PRICES AND PROJECT DELAYS 9/15/2014
STEEL INDUSTRY – – GALLATIN STEEL THIN SLAB MINIMILL FOR SALE 9/3/2014
TECK (TCK $21.35, rated NEUTRAL; price target $22) HIGHLIGHTS OF SEPT. 9TH OIL SANDS AND COAL PRESENTATIONS; MODELS UPDATED FOR PRICES 9/15/2014
VIRGINIA MINES (VGQ.TO C$12.28 and VGMNF US $10.87) COVERAGE INITIATED WITH A BUY RECOMMENDATION AND A US $15 PRICE TARGET 10/4/2014
LOUISIANA PACIFIC (LPX: $14.29 rated neutral with $18 price target maintained) GRADUAL RATHER THAN RAPID RECOVERY IN OSB PRICING ESTIMATED; SIDING CONVERSION AND 3RD CHILEAN MILL PROJECTS UNDER STUDY 9/5/2014
KIRKLAND LAKE GOLD (KGLIF U.S. $4.85, rated Overweight, price target raised to US $17 from US $12.50 price target) HIGHER GRADES AND INCORPORATION OF 500 TON/DAY SHALLOW RAMP AT 0.30 OZ/TON IN FY 2017 CREATES VALUE 9/8/2014
BASIC INDUSTRIES – – IMPAIRMENT CHARGES FALL IN 2014 AS EXPECTED 9/8/2014
GOLD INDUSTRY – THREE SMALLER STREAMING/ROYALTY COMPANIES ADDED TO COVERAGE AS BUY RECOMMENDATIONS 10/5/2014
GOLD INDUSTRY – – DEMAND POOR IN 2014 AND STRONG U.S. DOLLAR WITH LOW REPORTED INFLATION DISCOURAGES INVESTMENT DEMAND 9/8/2014
GALWAY GOLD (GAYGF US $0.054 or GLW.to C$0.06, rated Overweight with $1 down from $2 price target maintained) WAITING FOR COMPLETION OF ARBITRATION AND LIQUIDATION OF BATISTA ESTATE 9/23/2014