Golds vs Industrials 061519
GOLD INDUSTRY LOW IN DIVIDENDS, CASH FLOW, ROE & RETURNS; WE CITE 11 INDUSTRIALS AT < 9X FREE CASH OR 15 WITH YIELDS > 4% 061519
GOLD INDUSTRY LOW IN DIVIDENDS, CASH FLOW, ROE & RETURNS; WE CITE 11 INDUSTRIALS AT < 9X FREE CASH OR 15 WITH YIELDS > 4% 061519
GOLD INDUSTRY – – MEGA ANXIETY RALLY PROMPTS US TO DOWNGRADE SEVERAL COMPANIES NEARER TO OUR PRICE TARGETS 061419
AGNICO EAGLE MINES SHOULD BE NEAR A 5% ROE IN 2020 OR 2021 WITH AMARUQ AND MELIADINE CONTRIBUTING OUTPUT 060719
RIO TINTO – – – WINU EXPLORATION UPDATE; IRON ORE AND MET COAL REMAIN STRONG WHILE CU AND AL FADE 6/6/2019
FREEPORT-McMORAN INC. TAILINGS DAM DISCLOSURES AND SCRUTINY 6/10/2019
WHEATON PRECIOUS ENJOYS FIRM GOLD AND PALLADIUM PRICES BUT LOWER COBALT AND SILVER PRICES 6/4/2019
McEWEN MINING- – BLACK FOX MINE SITE VISIT MAY 22ND HIGHLIGHTS; MANY CORPORATE OPPORTUNITIES AT HIGHER PRICES NEEDING FUNDING 5/31/2019
TEXAS MINERAL RESOURCE CORP. DUE TO UPDATE ITS RESOURCES TO INCLUDE ANOTHER SEVEN ELEMENTS AND SIX SULFATE MINERALS 6/3/2019
METALS EXPANSIONS- – VOLUME 48 WE TABULATE 16 NEW METALS PLANTS AND 2 SHUT OR DELAYED IN MAY 2019; EXPANSIONS MOSTLY ARE STEEL & COPPER SMELTING, AND OUTAGES IRON ORE 5/31/2019
PRETIUM RESOURCES UPDATES LIFE-OF-MINE PLAN AND RESERVES LAST UPDATED IN 2016 5/29/2019