TECK 032123
TECK RESOURCES SPLIT UP ‘EMASCULATED” WHERE COAL SPINOFF TO GIVE ITS CASH FLOW TO “TECK METALS” FOR PERHAPS 5 TO 11 YEARS TO BE FREE AND CLEAR IN 2029 OR 2035 3/21/2023
TECK RESOURCES SPLIT UP ‘EMASCULATED” WHERE COAL SPINOFF TO GIVE ITS CASH FLOW TO “TECK METALS” FOR PERHAPS 5 TO 11 YEARS TO BE FREE AND CLEAR IN 2029 OR 2035 3/21/2023
TAKING STOCK OF THE PLUNGE IN MARKET INTEREST RATES AFTER BANKING CRISES 3/20/2023
FRANCO-NEVADA BUSINESS STABILITY ADMIRABLE 3/16/2023
WEYERHAEUSER SUFFERS SHARP LUMBER, OSB AND PLYWOOD PRICE FALLS BELOW EBITDA BREAKEVEN, WHILE ENGINEERED SOLID SECTIONS, I-JOISTS & MDF PRICES FIRMER 3/15/2023
GOLD INDUSTRY – – COMPARISON OF GFC TO TODAY; 11TH CONSECUTIVE MONTH OF BULLION ETF LIQUIDATIONS 3/14/2023
AGNICO-EAGLE MINES FORECASTS A 2024 COST DECLINE AND HAS MANY ALTERNATIVES 3/13/2023
COPPER INDUSTRY – – FIVE PROJECTS COULD CATAPULT ARGENTINA TO ¾ MMT COPPER MINE OUTPUT BY 2032 3/10/2023
METALS EXPANSIONS- – VOLUME 93 FEBRUARY 14 PROJECTS ADVANCE AND 4 CUTBACKS 2/27/2023
STEEL SCRAP FUTURES UP $190/tonne OR 54.3% SINCE NOVEMBER 12TH 2/27/2023
TYPICAL UNIT COSTS FELL 4% IN 4Q REVERSING AVERAGE 6% RISE IN 3Q, THOUGH WIDELY VARIABLE, AS 12 COMPANIES HAD > 10% COST DECLINES BUT 4 HAD > 10 COST INCREASES 2/27/2023