Deep Dives - Metals & Mining

Date Ticker Title Vertical Rating (at time of publication)
02.15.2019 ARCH
  • ARCH: Quick Payback Period Expected for Leer South, Internal Cash Accruals Look Strong for Capex needs - Reaffirm Buy
  • Metals & Mining Buy
    02.15.2019 KGC
  • KGC: Strong End to 2018; Tasiast Phase One Performing Well
  • Metals & Mining Hold
    02.14.2019 ARCH
  • ARCH: Strong End to 2018, Repurchases Additional Shares, Raises Dividend and Approves Leer South Project
  • Metals & Mining Buy
    02.13.2019 GOLD
  • GOLD: 4Q18 EPS In-Line, Initial 2019 Outlook Appears a Little Light
  • Metals & Mining Hold
    02.08.2019 CCR
  • CCR: Maintaining 2019-20 EBITDA But Lowering EPS on Below the Line Adjustments
  • Metals & Mining Hold
    02.08.2019 CEIX
  • CEIX: Solid Execution Driving Value - Reaffirm Buy
  • Metals & Mining Buy
    02.07.2019 CEIX
  • CEIX: Strong End to 2018; Initial 2019 Guidance Appears Reasonable - Reaffirm Buy
  • Metals & Mining Buy
    02.07.2019 BTU
  • BTU: Q4 Short; Lowering Estimates as North Goonyella Recovery Deferred to 2020
  • Metals & Mining Buy
    01.31.2019 NEM
  • NEM: High Notes From Meeting CEO and COO
  • Metals & Mining Buy
    01.29.2019 GOLD
  • Metals and Mining: Chart of the Day - Fed Rate Fade, More Vol Should Lift Gold & Silver Prices
  • Metals & Mining Hold
    01.25.2019 FCX
  • FCX: Shares Oversold; Lowering 2019-20 Estimates on Higher Grasberg Costs-Reaffirm Buy
  • Metals & Mining Buy
    01.23.2019 AEM
  • Metals and Mining: Metals 360: Mixed Output, Stimulus Hope, Stockpiles Low
  • Metals & Mining N/A
    01.17.2019 AA
  • AA: Solid Finish, Cautious Optimism - Reaffirm buy
  • Metals & Mining Buy
    01.15.2019 CDE
  • CDE: Slower Silvertip Ramp and Refiner Bankruptcy Impacted Volumes; FCF Turn in 2019 - Reaffirm Buy
  • Metals & Mining Buy
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Metals & Mining N/A