Deep Dives - Metals & Mining

Date Ticker Title Vertical Rating (at time of publication)
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
    02.18.2020 HL
  • HL: Completes LT Debt Refinancing Post Solid 2H19
  • Metals & Mining Hold
    02.14.2020 AEM
  • AEM: Uncharacteristic Speed Bump as Sentiment Resets
  • Metals & Mining Hold
    02.13.2020 GOLD
  • GOLD: Solid Finish to Busy Year of Progress
  • Metals & Mining Hold
    02.06.2020 BTU
  • BTU: Hunkering Down, Portfolio Assessment a Plus
  • Metals & Mining Buy
    02.06.2020 ARCH
  • ARCH: Well Positioned to Survive and Thrive- Reaffirm Buy
  • Metals & Mining Buy
    02.04.2020 AEM
  • Metals & Mining: Metals 360 - Overly Discounting Growth Deferral
  • Metals & Mining Hold
    01.23.2020 FCX
  • FCX: Year 1 Complete, Year 2 Transition Appears On Plan
  • Metals & Mining Buy
    01.22.2020 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • Metals & Mining N/A
    01.17.2020 CDE
  • CDE: Silver Output Miss, Silvertip Issues - Shares Oversold
  • Metals & Mining Buy
    01.16.2020 AA
  • AA: Hard Year; Self-Help, Demand-Help Expected
  • Metals & Mining Buy
    01.15.2020 AEM
  • Metals & Mining: Metals 360: 2020 - The Move from Trough- FCX, NEM, CDE, ARCH Top Picks
  • Metals & Mining N/A
    01.06.2020 NEM
  • NEM: Gold Up, Cash Up, Dividend Up - Reaffirm Buy
  • Metals & Mining Buy
    12.16.2019 NEM
  • NEM: Super Pit Sale Supportive to Operations and Capital Deployment - Reaffirm Buy
  • Metals & Mining Buy
    12.02.2019 NEM
  • NEM: Five-Year Outlook Reflects Drive to Newmont-ize GG Assets While Driving Margin- Reaffirm Buy
  • Metals & Mining Buy
    11.15.2019 ARCH
  • ARCH: Mountain Laurel Acceleration Clearing Decks for 2020
  • Metals & Mining Buy
    11.07.2019 CEIX
  • CEIX: Better Positioned in a Tough Market
  • Metals & Mining Buy
    11.06.2019 GOLD
  • GOLD: Solid Results, Hikes Dividend, Driving Change
  • Metals & Mining Hold
    11.06.2019 NEM
  • NEM: Gearing up for December
  • Metals & Mining Buy
    10.30.2019 BTU
  • BTU: Challenges Down Under
  • Metals & Mining Buy
    10.28.2019 AEM
  • AEM: Driving Growth as Free Cash Turns Positive
  • Metals & Mining Hold
    10.23.2019 AA
  • AA: High Notes from Management Lunch
  • Metals & Mining Buy
    10.23.2019 ARCH
  • ARCH: Continued Strong Operational and Financial Execution - Reaffirm Buy
  • Metals & Mining Buy
    10.23.2019 FCX
  • FCX: Progress Progressing - Setting Up for a 2020 Recovery
  • Metals & Mining Buy
    10.17.2019 AA
  • AA: Looking to Revitalize Before the Trough
  • Metals & Mining Buy
    09.23.2019 CDE
  • CDE: Enhancing Rochester Silver Output as Gold-Silver Ratio Corrects - Reaffirm Buy
  • Metals & Mining Buy
    09.18.2019 PWR
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • Metals & Mining N/A
    09.09.2019 AA
  • AA: Timely to Streamline
  • Metals & Mining Buy
    08.13.2019 GOLD
  • GOLD: Making Fast Progress, Driving Change- Raising Target
  • Metals & Mining Hold
    08.08.2019 CDE
  • CDE: Q2 Drove a FCF Turn, Operating and Price Momentum Ahead - Reaffirm Buy
  • Metals & Mining Buy
    08.07.2019 CEIX
  • CEIX: Results Reflect Quality Assets in Difficult Market
  • Metals & Mining Buy
    08.01.2019 FCX
  • FCX: Post Fed Cut, A Prudent Refinancing
  • Metals & Mining Buy
    07.29.2019 AEM
  • AEM: Set Up to Generate Second Half Improvement
  • Metals & Mining Hold
    07.26.2019 NEM
  • NEM: Noisy Quarter, Transition Ongoing, Gold Rising - Reaffirm Buy
  • Metals & Mining Buy
    07.25.2019 FCX
  • FCX: Showing Progress at Grasberg - Reaffirm Buy
  • Metals & Mining Buy
    07.25.2019 ARCH
  • ARCH: Executing at a High Vol-A Level - Reaffirm Buy
  • Metals & Mining Buy
    07.24.2019 FCX
  • FCX: Q2 Reflects Transition, Costs Look to Improve
  • Metals & Mining Buy
    07.24.2019 ARCH
  • ARCH: Solid Q2 Print as Met Continues To Drive Value
  • Metals & Mining Buy
    07.18.2019 AA
  • AA: Small Beat, Encouraging Progress - Reaffirm Buy
  • Metals & Mining Buy
    07.12.2019 AA
  • AA: As Trade Issues Linger, Reducing Estimates
  • Metals & Mining Buy
    07.01.2019 FCX
  • FCX: Q2 View - Grasberg Moving Along, Price/Cost Negative
  • Metals & Mining Buy
    06.21.2019 CEIX
  • CEIX: High Notes From VRP Materials Conference
  • Metals & Mining Buy
    06.20.2019 ARCH
  • Metals & Mining: Metals 360: In PRB, One Better Than Two
  • Metals & Mining N/A
    06.13.2019 FCX
  • FCX: Copper Price and Share Support - Reaffirm Buy Rating
  • Metals & Mining Buy
    06.04.2019 GOLD
  • Metals & Mining: Metals 360: A Golden Pass on Fed Policy Direction
  • Metals & Mining N/A
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