ALUMINUM INDUSTRY – – CHINESE OUTPUT UP 18.3% OR 5 MMT ANNUAL RATE IN FACE OF DECLINING CHINESE DEMAND SWAMPS MARKETS CAUSING US TO CUT OUR PRICE FORECASTS AND EPS 09/07/2015
SPOT MARKETS – – WE UPGRADE 9 STOCKS TO OVERWEIGHT AT LOW PRICES INCLUDING 4 FOREST PRODUCTS COMPANIES LESS VULNERABLE TO CHINA, 4 COPPER-RELATED STOCKS AND U.S. STEEL 08/31/2015
METALS COMPANIES RATIONALIZE SLOWLY AND CUT COSTS 08/28/2015
RIO TINTO: LOWER METALS PRICES HURT EARNINGS BUT ARE PARTIALLY OFFSET BY LOWER OPERATING COSTS 08/28/2015
INTERNATIONAL PAPER UPGRADED DUE TO SHARE PRICE FALLING 08/28/2015
AGNICO EAGLE MINES MEADOWBANK AND AMARUQ TOUR AUGUST 20TH; MINE LIFE GAINS AT AMARUQ OFFSET BY THE REMOVAL OF UPPER BEAVER AND 2017 ONWARD PRODUCTION FROM LAPA 09/01/2015
WEYERHAEUSER WY $28.00 rated Overweight up from Neutral with $36 price target maintained 08/28/2015
FCX CHANGES MAY OCCUR MORE QUICKLY AS CARL ICAHN CONTROLS 8.46%; A COMPLETE SHARE-FOR-SHARE DEMERGER BETTER FOR FMOG 08/28/2015
GALWAY GOLD: PERMITTING CONTINUES AND NEIGHBORING WEAKER DEPOSIT SUBJECT TO TWO BIDDERS 08/26/2015
HUDBAY MINERALS LOWER CU, ZN, AU, AG, MO PRICE ESTIMATES LOWER EARNINGS, BUT THE SHARE PRICE FELL EVEN MORE 08/26/2015