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ALLEGHENY TECHNOLOGIES NEW UPSIDES IN FORGINGS SALES & UNION BENEFITS CHANGES MORE THAN OFFSET NAGGING NEAR TERM ITEMS

PACKAGING CORPORATION OF AMERICA: HIGHER CAPEX ESTIMATES HURT NPV; LOWER COSTS RAISE EPS ESTIMATES

METALS PRICES TRADE BELOW 2008-09 LOWS FOR IRON ORE, MET COAL, HOT-ROLLED SHEET, AND MOLY; PT AND AG NEAR 2008-09 LOWS AND NONFERROUS BASE METALS CLOSE TO 2009 ANNUAL AVERAGES

TECK EARNINGS ESTIMATES CUT WITH LOWER ESTIMATED ZN, MO & AU PRICES; UPDATED ANDACOLLO GOLD SALE BUILT INTO MODELS

ROYAL GOLD BUYS REMAINDER OF ANDACOLLO GOLD OUTPUT; LOCAL ENVIRONMENTAL OJBECTIONS REVIEWED; LOWER GOLD PRICES

GOLD PRICE ESTIMATES LOWERED, PROMTING INVESTMENT DOWNGRADES AT AEM, NEM, GG AND AU  

DOMTAR CORPORATION: ASHDOWN MILL CONVERSION TO FLUFF PULP OUTPUT AND LOWER COSTS BASED ON Q1 2015 RESULTS

SOUTHERN COPPER CORPORATION: COVERAGE INITIATED WITH AN OVERWEIGHT RATING DUE TO LONG TERM EARNINGS POTENTIAL AT $3.50/LB ESTIMATED LONG TERM COPPER PRICES

WORTHINGTON INDUSTRIES – – WOR SURVIVES STEEL PRICE PLUNGE; SHARE BUYBACKS TO MODERATE; PRICE TARGET & ESTIMATES CUT

CONTAINERBOARD INDUSTRY: FIRST QUARTER 2015 REALIZATIONS DOWN $35/TON FROM THE FIRST QUARTER OF 2014