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DETOUR GOLD – – RESTORED AS OVERWEIGHT AFTER STRONG MARCH QUARTER WITH IMPROVED COSTS, AND ALSO SHARE PRICE DECLINE 5/3/2019

U.S. STEEL HIGHER 2019 CONTRACT PRICES OFFSET VERY LITTLE OF THE PLUNGE IN SPOT PRICES AND SLOVAK MARGINS FALL DEEPLY WITH HIGHER PURCHASED IRON ORE PRICES

METALS EXPANSIONS- – VOLUME 47 WE TABULATE 21 NEW METALS PLANTS AND 7 SHUT OR DELAYED IN APRIL 2019; EXPANSIONS MOSTLY ARE STEEL & COPPER, AND OUTAGES IRON ORE 5/1/2019

CAMECO: REVIEW OF GLOBAL PROGRESS OF RENEWABLE ELECTRICITY 5/1/2019

FIRST QUANTUM BEGINS COBRE PANAMA OPERATIONS; MANY OPTIMIZATIONS TO FOLLOW 4/30/2019

ARCONIC TRANSITIONS TO FLAT-ROLLED AND ENGINEERED PRODUCTS & FORGINGS SPINOFFSFOLLOWS “SLOW LIQUIDATION” STRATEGY 4/30/2019

GOLD INDUSTRY – – REVIEW OF RETURN ON EQUITY IN 2018 4/19/2019

SOUTHERN COPPER: COPPER PRICES LOWER THAN PAST ESTIMATES; CAP EX HIGHER; SOME PROJECTS A LITTLE SLOWER; EXECUTION DRIVES TIMING OF GROWTH TO 2025 4/29/2019

HUDBAY MINERALS: ROSEMONT ADVANCES; COMMENTS FROM LALOR MINE VISIT; LOWER EARNINGS ESTIMATES AS COPPER SOFT; CONSTANCIA SLOW TO FINISH COMMUNITY DEALS 4/22/2019

ALLEGHENY TECHNOLOGIES EARNINGS ESTIMATES CUT AGAIN AS ATI CUT GUIDANCES FOR BOTH SEGMENTS FOR 2019 4/23/2019