Conf Moderator Remarks 061619
MODERATORS REMARKS TO OUR ANNUAL CONFERENCE AND PARTY ON THE JERSEY SHORE 6/16/2019
MODERATORS REMARKS TO OUR ANNUAL CONFERENCE AND PARTY ON THE JERSEY SHORE 6/16/2019
COPPER INDUSTRY – – MANY DOUBTS IN SOLGOLD PLC PRELIMINARY ECONOMIC ASSESSMENT FOR CASCABEL DEPOSIT IN ECUADO 6/29/2019
GOLD INDUSTRY SENSITIVITY OF VALUATIONS TO A $50/OZ PRICE GAIN 6/17/2019
LUNDIN MINING CHAPADA ACQUISITION AND LOWER METALS PRICES BUILT INTO OUR MODELS 6/17/2019
METALS EXPANSIONS- – VOLUME 49 WE TABULATE 12 NEW METALS PLANTS MOSTLY IN STEEL AND 8 SHUT OR DELAYED MOSTLY IN NONFERROUS METALS IN JUNE 2019 7/2/2019
SPOT MARKETS – -CONTAINERBOARD SCRAP BREAKS BELOW MARCH 2009 LOWS; MANY PRICE LEVELS LOW ENOUGH TO ENCOURAGE BUYING OR DISCOURAGE DESTOCKING 7/3/2019
VALE MOVES TO “DRY PROCESSING” REMOVES LESS IMPURITIES TO DISPOSE OF FEWER TAILINGS 6/16/2019
VALE TO APPLY TO MINE 50 MMT MORE AT CARAJAS, WET PROCESSING, 30 MMT BRUCUTU RESTART AND BRAZILIAN PROCEEDINGS 6/27/2019
METALS – – BRAZIL’S SENATE WANTS 40% TAX ON MINING, ALL TAILINGS DAMs ILLEGAL, ENVIRONMENTAL LAW AND MURDER INDICTMENTS 7/2/2019
OSISKO GOLD ROYALTIES MODEL UPDATED FOR LOWER DIAMOND PRICES AND 12.4 MM SHARE REPURCHASES 7/3/2019