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FOREST PRODUCTS: CONTAINERBOARD PRICES ROSE ON AVERAGE $72/TON IN 2018 INCLUDING CHANGES IN PRODUCT MIX 2/8/2019

IRON ORE INDUSTRY – – VALE IDLES 40+ MMT; REVIEW OF QUALITY DIFFERENTIAL, PRICE, QUALITY AND INVESTMENT TRENDS 2/8/2019

ARCONIC FOLLOWS “SLOW LIQUIDATION” STRATEGY 2/8/2019

VALE TESTIMONY BY TUV SUD ENGINEERS “RATS” ON VALE; ANOTHER 30 MMT ATOP 40 MMT NOW IDLED 2/7/2019

METALS EXPANSIONS- – VOLUME 44 WE TABULATE 15 NEW METALS PLANTS AND 6 SHUTS AND FOREST PRODUCTS 4 EXPANSIONS AND 2 SHUTS IN JANUARY 2019  2/3/2019

GRAPHIC PACKAGING INCREASES BUYBACKS AND REPORTS WEAK QUARTER, BUT MARGINS EXCEED OUR CAUTIOUS 7.5% EBIT FIRST LOOK 2/2/2019

DETOUR GOLD – – SHARES REBOUND; THREE RECENT MERGERS WITHOUT PREMIUMS 013119

ROYAL GOLD MEETS OUR PRICE OBJECTIVE 013119

NEWMONT MINING BENEFITS AS 19.9%-OWNED CONTINENTAL GOLD INCREASES RESOURCES  1/30/2019

BARRICK GOLD TOTAL RESERVES AND RESOURCES MODELED TO FALL TO 84 MM OZS DOWN FROM 205 MM OZS AFTER $6.2 BILLION IN ASSET SALES  1/30/2019