Deep Dives - Metals & Mining

Date Ticker Title Vertical Rating (at time of publication)
08.04.2021 CEIX
  • CEIX: Mix Shift Riding Pricing Shift
  • Metals & Mining Buy
    07.30.2021 BTU
  • BTU: Enjoying Global Thermal Price Support
  • Metals & Mining Hold
    07.30.2021 AEM
  • AEM: Record Quarter, Poised to Grow
  • Metals & Mining Hold
    07.29.2021 CDE
  • CDE: Moving Along on Rochester, Gaining Optionality
  • Metals & Mining Buy
    07.29.2021 AEM
  • Metals & Mining: Quick Q2 Print Takes - AEM, CDE
  • Metals & Mining N/A
    07.28.2021 ARCH
  • ARCH: Leer Coming On as Markets Tighten
  • Metals & Mining Buy
    07.28.2021 AEM
  • Metals & Mining: Chart of the Day - Gold Finding Real Rate & Copper Support
  • Metals & Mining Hold
    07.23.2021 NEM
  • NEM: Solid Quarter, Mining Cash - Reaffirm Buy
  • Metals & Mining Buy
    07.22.2021 FCX
  • FCX: Into the Harvest - Raising Estimates and PT
  • Metals & Mining Buy
    07.22.2021 FCX
  • Metals & Mining: Metals 360: Freeport & Newmont Q2 Prints - On Target
  • Metals & Mining N/A
    07.16.2021 AA
  • AA: Solid Beat - Raising Estimates and PT
  • Metals & Mining Buy
    06.09.2021 FCX
  • Metals & Mining: Chart of the Day - Peruvian Election Results May Add to Copper Support
  • Metals & Mining Buy
    05.12.2021 NEM
  • NEM: Checking In with CEO as Inflation Expectations Pop
  • Metals & Mining Buy
    05.05.2021 CEIX
  • CEIX: Strong Quarter as Global Commodity Prices Rally
  • Metals & Mining Buy
    05.05.2021 GOLD
  • GOLD: Slight Beat, Strong Cash, Copper Tail
  • Metals & Mining Hold
    05.03.2021 AEM
  • AEM: Solid Start, On Target with Volume Outlook
  • Metals & Mining Hold
    04.30.2021 NEM
  • NEM: Maintaining Focus - Reaffirm Buy
  • Metals & Mining Buy
    04.29.2021 CDE
  • CDE: Oversold - Reaffirm Buy
  • Metals & Mining Buy
    04.29.2021 NEM
  • NEM: Q1 Slight Miss, Outlook Remains Supportive
  • Metals & Mining Buy
    04.28.2021 CDE
  • CDE: Busy, Productive Quarter
  • Metals & Mining Buy
    04.26.2021 ARCH
  • ARCH: Getting Closer to the Turn at Leer South
  • Metals & Mining Buy
    04.22.2021 FCX
  • FCX: Harvesting the Early Cycle- Raising Estimates and PT
  • Metals & Mining Buy
    04.22.2021 FCX
  • FCX: Solid Start
  • Metals & Mining Buy
    04.16.2021 AA
  • AA: Improved Profile Drives Pricing Leverage and Beat - Raising Estimates & PT
  • Metals & Mining Buy
    04.06.2021 AA
  • AA: Reflation and Recapitalization - Raising Estimates and PT
  • Metals & Mining Buy
    02.24.2021 ARCH
  • Metals & Mining: Global Markets Recover for Coal as Winter Bites
  • Metals & Mining N/A
    02.22.2021 CDE
  • CDE: Successful Note Offering De-Risks Rochester Expansion - Reaffirm Buy
  • Metals & Mining Buy
    02.19.2021 GOLD
  • GOLD: Enhancing Cash to Owners, Execution Focus
  • Metals & Mining Hold
    02.18.2021 CDE
  • CDE: Strong Cash Flow Finish, On to Rochester - Reaffirm Buy
  • Metals & Mining Buy
    02.18.2021 NEM
  • NEM: Delivering Cash and Margin Sustainability - Reaffirm Buy
  • Metals & Mining Buy
    02.18.2021 NEM
  • Metals & Mining: Quick Reads on Gold Prints
  • Metals & Mining N/A
    02.16.2021 AEM
  • AEM: Set Up For Long-Term Growth
  • Metals & Mining Hold
    02.11.2021 NEM
  • NEM: Encouraging Reserve Report Supports Leading Production Profile - Reaffirm Buy
  • Metals & Mining Buy
    02.02.2021 FCX
  • FCX: Dividend is Back, More Capital Returns Anticipated
  • Metals & Mining Buy
    02.01.2021 CDE
  • Metals & Mining: Silver Run
  • Metals & Mining N/A
    01.26.2021 FCX
  • FCX: Positioned to Drive Cash Generation and Returns - Reaffirm Buy
  • Metals & Mining Buy
    01.26.2021 FCX
  • FCX: Q4 Solid, Positive Outlook for 2021 and Beyond
  • Metals & Mining Buy
    01.21.2021 AA
  • AA: Solid Finish, Set Up for Recovery, Reflation - Reaffirm Buy
  • Metals & Mining Buy
    01.21.2021 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • Metals & Mining N/A
    01.14.2021 AEM
  • Metals & Mining: Outlook 2021: Cycle Up, Deficits Up, Prices Up
  • Metals & Mining N/A
    12.18.2020 CDE
  • CDE: High Notes from Investor Day - Rochester Getting Ready to Rock
  • Metals & Mining Buy
    12.16.2020 CDE
  • Metals & Mining: Silver Surplus Well Absorbed by Investors as Price Basing
  • Metals & Mining N/A
    12.08.2020 NEM
  • NEM: Long-Term Outlook Reinforced; Pipeline Activated - Reaffirm Buy
  • Metals & Mining Buy
    12.01.2020 AA
  • AA: Rolling Mill Sale Aids Portfolio Readjustment
  • Metals & Mining Buy
    11.18.2020 FCX
  • FCX: Sentiment Shifts, Supply Concerns Driving Support - Reaffirm Buy
  • Metals & Mining Buy
    11.09.2020 HL
  • HL: Q3 Recovery, Silver Driven
  • Metals & Mining Hold
    11.06.2020 AEM
  • AEM: Strong Cash Generation, Targets Intact
  • Metals & Mining Hold
    11.06.2020 CEIX
  • CEIX: Demand, Results Improving From the Trough
  • Metals & Mining Buy
    11.06.2020 GOLD
  • GOLD: Solid Results, Dividend Up Again
  • Metals & Mining Hold
    10.30.2020 NEM
  • NEM: Delivering Value, Targeted Capital Returns- Reaffirm Buy
  • Metals & Mining Buy
    10.30.2020 CDE
  • CDE: Cash Flow Inflection - Raising Estimates, Reaffirm Buy
  • Metals & Mining Buy
    10.29.2020 AEM
  • Metals & Mining: Q3 Print High Notes on AEM, CDE, NEM
  • Metals & Mining N/A
    10.23.2020 CEIX
  • CEIX: Rolling Up CCR Appears Supportive to Recovery
  • Metals & Mining Buy
    10.23.2020 ARCH
  • ARCH: Grinding Along, To Accelerate Thermal Mitigation or Exit
  • Metals & Mining Buy
    10.22.2020 FCX
  • FCX: Autumn Harvest - Raising PT to $24, Reaffirm Buy
  • Metals & Mining Buy
    10.19.2020 FCX
  • FCX: Expecting Continued Operational and Cash Momentum
  • Metals & Mining Buy
    10.15.2020 AA
  • AA: Measured Progress
  • Metals & Mining Buy
    09.29.2020 ARCH
  • Metals & Mining: Game, Set, Match - Court Sides with FTC on Coal JV
  • Metals & Mining N/A
    09.22.2020 CDE
  • CDE: Denver Highlights
  • Metals & Mining Buy
    09.21.2020 AEM
  • Metals & Mining: Metals 360 - Virtual Thoughts From Virtual Denver
  • Metals & Mining N/A
    09.18.2020 FCX
  • Metals & Mining: Metals 360- Copper Tailwinds
  • Metals & Mining Buy
    08.18.2020 AEM
  • Metals & Mining: Chart of the Day -Real Fundamental (and Husker) Support for Gold
  • Metals & Mining Hold
    08.11.2020 HL
  • HL: Riding Silver
  • Metals & Mining Hold
    08.11.2020 CEIX
  • CEIX: Tough Quarter, Tough Company
  • Metals & Mining Buy
    08.10.2020 GOLD
  • GOLD: Good Q2; Raising Estimates, Target
  • Metals & Mining Hold
    08.06.2020 BTU
  • BTU: Pressure Continues, Downgrade to Hold
  • Metals & Mining Buy
    07.31.2020 AEM
  • AEM: Emerging Well From COVD, Raising Estimates, Target
  • Metals & Mining Hold
    07.30.2020 CDE
  • CDE: Raising Gold & Silver Price, Estimates and Target - Reaffirm Buy
  • Metals & Mining Buy
    07.30.2020 NEM
  • NEM: Raising Gold Price, Estimates, Target- Reaffirm Buy
  • Metals & Mining Buy
    07.29.2020 CDE
  • CDE: Q2 Beat; Improved 2H Volumes into Higher Gold & Silver Prices
  • Metals & Mining Buy
    07.29.2020 ARCH
  • ARCH: Difficult Quarter, Leer South on Track
  • Metals & Mining Buy
    07.24.2020 FCX
  • FCX: Closer to Inflecting - Raising PT, Reaffirm Buy
  • Metals & Mining Buy
    07.21.2020 CDE
  • Metals & Mining: Chart of the Day - Gold-Silver Ratio Driving Toward Silver
  • Metals & Mining Buy
    07.16.2020 AA
  • AA: Q2 Bottom, Trends Improving- Reaffirm Buy
  • Metals & Mining Buy
    07.13.2020 FCX
  • FCX: Note Offering Extending Runway - Reaffirm Buy
  • Metals & Mining Buy
    07.09.2020 FCX
  • Metals & Mining: Chart of the Day - Copper Approaching 2020 Highs, Freeport On Board
  • Metals & Mining Buy
    07.08.2020 AA
  • AA: Positive Pre-Announcement; Adding Liquidity Through Notes Offering
  • Metals & Mining Buy
    07.06.2020 FCX
  • FCX: Early Efforts From Adj. Operating Plan Exceeding Targets - Reaffirm Buy
  • Metals & Mining Buy
    06.30.2020 FCX
  • FCX: Supported as Copper Cycles Up From Trough - Reaffirm Buy
  • Metals & Mining Buy
    06.23.2020 CDE
  • CDE: Monetizing Non-Core Asset Bolsters Growth Plan
  • Metals & Mining Buy
    06.03.2020 AEM
  • Metals & Mining: Chart of the Day - Copper, Silver at Extremes to Gold
  • Metals & Mining Hold
    05.12.2020 CEIX
  • CEIX: Cash and De-levering Focus Supportive
  • Metals & Mining Buy
    05.11.2020 HL
  • HL: Ramping Canada, Adjusting Costs
  • Metals & Mining Hold
    05.08.2020 GOLD
  • GOLD: Solid Print, Outlook Intact as Prices Driving Margins
  • Metals & Mining Hold
    05.06.2020 NEM
  • NEM: Mining Money as Gold Support Widens- Reaffirm Buy
  • Metals & Mining Buy
    05.01.2020 AEM
  • AEM: Managing COVD Well as Second Half Ramp Expected
  • Metals & Mining Hold
    04.30.2020 BTU
  • BTU: Fighting Through the Uncertainty
  • Metals & Mining Buy
    04.27.2020 FCX
  • FCX: Proactive Adjustments, Chapter 4 -Reaffirm Buy
  • Metals & Mining Buy
    04.24.2020 CDE
  • CDE: Gold 74% of Sales, Moving Ahead in Nevada, Shares Oversold
  • Metals & Mining Buy
    04.24.2020 ARCH
  • ARCH: Pushing on Through as Customers Pause
  • Metals & Mining Buy
    04.23.2020 AA
  • AA: Hunkering Down, Cutting Capacity, Cash Focus
  • Metals & Mining Buy
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Metals & Mining N/A
    04.09.2020 FCX
  • FCX: Further Adjusting Estimates to Reflect Reduced Demand
  • Metals & Mining Buy
    03.23.2020 NEM
  • NEM: Update on COVD-19 Impact
  • Metals & Mining Buy
    03.20.2020 AEM
  • Metals & Mining: Metals 360: Dollar Pressures and COVD-19 Actions
  • Metals & Mining N/A
    03.16.2020 AEM
  • Metals & Mining: Deflation Expectations
  • Metals & Mining N/A
    02.28.2020 ARCH
  • ARCH: Expecting a Smooth Transition as CEO retires
  • Metals & Mining Buy
    02.26.2020 ARCH
  • Metals & Mining: FTC Says No Deal
  • Metals & Mining N/A
    02.21.2020 CDE
  • CDE: Grinding Free Cash, Silvertip Pause Supportive
  • Metals & Mining Buy
    02.21.2020 NEM
  • NEM: Driving Value as Gold Gains Momentum- Reaffirm Buy
  • Metals & Mining Buy
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