POLYMET MINING (PLM $4.02, rated Overweight) COVERAGE INITIATED AT OVERWEIGHT OWING TO 2009 STARTUP OF ROUGHLY 800 MILLION METRIC TONNE NICKEL-COPPER-COBALT-PRECIOUS METALS DEPOSIT IN MN 10/7/2007
DULUTH METALS (DM.TO C$3.04, rated Overweight) COVERAGE INITIATED AT OVERWEIGHT OWING TO ROUGHLY 600 MILLION METRIC TONNE NICKELCOPPER- COBALT-PRECIOUS METALS DEPOSIT IN MINNESOTA
NICKEL AND COPPER — EVALUATION AND COMPARISON OF DULUTH COMPLEX NICKEL, COPPER, COBALT, PLATINUM GROUP AND GOLD 10/7/2007
BARRICK GOLD (ABX $40.92, rated Overweight) ORE GRADES, LOWER STRIPPING AND COST HEDGING BENEFIT 2008 COST OUTLOOK 10/6/2007
PRICES AND INVENTORIES MIXED AS MANY MOVE ADVERSELY 10/6/2007
NEWMONT MINNG (NEM $46.14, Overweight) MANAGEMENT VACANCIES SUGGEST NEWMONT COULD LEND SUPPORT TO HOPE BAY DEVELOPMENT; MEADOWBANK PROJECT ALSO IN NUNAVUT FURTHER ALONG 10/18/2007
NEWMONT MINNG (NEM $44.93, Overweight) CONSERVATIVE OUTLOOK STATEMENT 9/30/2007
ALUMINUM INDUSTRY – – – ICELAND ENERGY RESOURCES ENCOURAGE 1 MMT ALUMINUM CAPACITY ADDITIONS THOUGH CURRENCY APPRECIATION, COST-OF-LIVING AND PRICE-LINKED CONTRACTS WILL NOT PERMIT WORLD’S LOWEST COSTS 9/29/2007
MOST PRICES RISE, BUT MANY INVENTORIES RISE TOO 9/29/2007
NONFERROUS METALS – – – ALLOY USAGE AT 110 MW GEOTHERMAL PLANT ADJACENT TO PROPROSED CENTURY HELGUVIK SMELTER SITE 9/29/2007