Archives: Downloads

METALS – – SECOND ROUND OF EARNINGS ESTIMATE CUTS WITH LOWER DEMAND WITHOUT ENOUGH PRODUCTOIN CUTS 3/24/2020

WEYERHAEUSER UPGRADED TO OVERWEIGHT BASED ON SHARE PRICE DECLINE, RECENT STRONG HOUSING STARTS, DOUBLED OSB PRICES 3/15/2020

BHP SUFFERS LOWER ENERGY SELLING PRICES, WHILE WE UPGRADE TO OVERWEIGHT AS SHARES FALL SHARPLY DESPITE MUCH LOWER COST 3/13/2020

GOLD – – 50 BASIS POINT MARCH 3RD INTEREST RATE CUT, MARKET-BASED INTEREST RATE DECLINES OR TRUMP NEXT TAX CUT BENEFIT GOLD 3/11/2020

FOREST PRODUCTS – – WOOD PRICE “SUPER BOOM” 3/9/2020

LOUISIANA-PACIFIC BENEFITS FROM RECORD LOW MORTGAGE RATES AND 13 YEAR PEAK IN HOUSING STARTS 3/9/2020

NEWMONT GOLDCORP RATES OF RETURN ANALYZED IN TOTAL, FOR BODDINGTON AND A LOOK AT 50%-OWNED NORTE ABIERTO 3/6/2020

METALS – – HIGHLIGHTS OF TORONTO ANNUAL PROSPECTORS AND DEVELOPERS ASSN CONVENTION 3/4/2020

SPOT MARKETS – – CORONAVIRUS CRUSHES 2020 FOR METALS, BUT USA SEEMS GOOD  2/29/2020

NEWMONT GOLDCORP PENASQUITO MINE TOUR FEB. 26-27TH; FINANCIAL MODELS WITH SHORTER LIVES 2/29/2020