FNX MINING (FNXMF $29.00, rated Overweight) NO DATA ON LEVACK FOOTWALL YET; PODOLSKY INITIAL RESERVE FROM HIGH GRADE TUNNEL; EARNINGS POOR 11/1/2007
COPPER INDUSTRY – – REVIEW OF CARLOTA AND SAFFORD COPPER MINES ENVIRONMENTAL PERMITTING TIME LINES 11/15/2007
BHP BILLITON (BHP $72.23, rated Neutral) COMPANY’S ESTIMATE $3.7 BILLION SYNERGIES FROM RIO TINTO (RTP $441,14, rated Overweight) COMBINATION MUCH LARGER THAN $1 BILLION-PLUS WE ESTIMATED LAST MAY 10TH 11/12/2007
BHP BILLITON (BHP $74.10, rated Neutral) PERMUTATIONS AND COMBINATIONS OF COMPETING BIDS OR DEFENSES FROM RIO TINTO (RTP $440.96, rated Overweight); “PAC-MAN” IMPROBABLE IN OUR VIEW 11/16/2007
DULUTH METALS (DM.TO C$3.55, rated Overweight) METALLURGICAL RECOVERY RESULTS PRESS RELEASE NOTES EXACTLY AS WE ESTIMATED IN PRIOR OCTOBER 8TH AND 19TH REPORTS 11/19/2007
METALS – – COMMODITIES PRICE REVISIONS FOR MARCH 31ST EARNINGS RUSH AND REVISIONS 4/15/2016
METALS AND RELATED RESOURCE INDUSTRIES – – 2015 IMPAIRMENTS EXCEED $123 BIL. IN WORST YEAR OR $0.5 TRILLION SINCE 2008 4/15/2016
BHP BILLITON: LOWER EARNINGS AND PRICE ESTIMATES PARTLY OFFSET BY LOWER COSTS; DIVIDENDS AND CAP EX CUTS HELP CASH FLOW 4/18/2016
SILVER WHEATON MODEL UPDATED FOR LOWER 2016-2019 SILVER PRICES, 38.105 MILLION NEW SHARES, AND OTHER PORTFOLIO UPDATES 4/14/2016
ALCOA EARNS LESS IN FIRTH RIXON, FORGED WHEELS, CONSTRUCTION AND WE TRIM ALUMINUM PRICE FORECASTS 4/14/2016