Deep Dives - Metals & Mining

Date Ticker Title Vertical Rating (at time of publication)
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
    05.16.2019 AEM
  • Metals & Mining: Metals 360: Reflecting Pessimism, Providing Value
  • Metals & Mining N/A
    05.13.2019 CCR
  • CCR: Solid Execution Drives Strong Distribution Coverage
  • Metals & Mining Hold
    05.13.2019 HL
  • HL: Lowering Estimates and PT as Nevada Assets Underperform and Management Explores Alternatives
  • Metals & Mining Hold
    05.09.2019 KGC
  • KGC: Good Start; Exploring Low-Cost Alternatives to Expand Tasiast Throughput
  • Metals & Mining Hold
    05.09.2019 METC
  • METC: Good Progress While Considering Low-Cost Output Ramp - Reaffirm Buy
  • Metals & Mining Buy
    05.09.2019 GOLD
  • GOLD: Strong Start to 2019; Targets $1.5 Billion of Divestments
  • Metals & Mining Hold
    05.09.2019 CEIX
  • CEIX: Solid Execution, Enhancing Portfolio Mix - Reaffirm Buy
  • Metals & Mining Buy
    05.03.2019 CDE
  • CDE: Focusing on FCF - Reaffirm Buy
  • Metals & Mining Buy
    05.02.2019 CDE
  • CDE: Q1 Low; FCF Turn Anticipated in 2H19
  • Metals & Mining Buy
    05.02.2019 BTU
  • BTU: FCF, Capital Returns to Drive Value- Reaffirm Buy
  • Metals & Mining Buy
    05.01.2019 AEM
  • AEM: On Track Towards FCF Turn in 2H19
  • Metals & Mining Hold
    04.26.2019 NEM
  • NEM: Now, The Transition Begins - Reaffirm Buy
  • Metals & Mining Buy
    04.26.2019 FCX
  • FCX: Shares Oversold -Reaffirm Buy
  • Metals & Mining Buy
    04.25.2019 FCX
  • FCX: Weather & Shipment Timing Drove Q1, FY Guide Reaffirmed
  • Metals & Mining Buy
    04.25.2019 NEM
  • NEM: Q1 Beat on Lower Costs - Reaffirm Buy
  • Metals & Mining Buy
    04.23.2019 ARCH
  • ARCH: Focused On Fundamentals, Cash and Returns; Raising 2019 Estimates - Reaffirm Buy
  • Metals & Mining Buy
    04.23.2019 ARCH
  • ARCH: Met Coal Margins Drive Beat; Buy Back Extended, Again-Reaffirm Buy
  • Metals & Mining Buy
    04.18.2019 AA
  • AA: Grinding Through As Trade and Markets Look to Improve - Reaffirm Buy
  • Metals & Mining Buy
    04.12.2019 CLD
  • CLD: Dropping Research Coverage
  • Metals & Mining Hold
    04.12.2019 CDE
  • Metals and Mining: Metals 360: Silver Swings to a Deficit Driven by Indian Demand and Reduced Mine Output
  • Metals & Mining N/A
    04.11.2019 AEM
  • AEM: Nunavat Assets Provide Growth in 2019 and Beyond
  • Metals & Mining Hold
    04.10.2019 AEM
  • Metals and Mining: Chart of the Day - Chinese Central Bank Getting Longer Gold
  • Metals & Mining Hold
    04.05.2019 FCX
  • FCX: Copper Grinding Higher; Raising Q1, Reaffirm Buy
  • Metals & Mining Buy
    04.03.2019 BTU
  • BTU: Adjusting Q1 for Midwest Floods, Lower Met Volumes- Keeping 2019-20 EPS Estimates - Reaffirm Buy
  • Metals & Mining Buy
    04.01.2019 CEIX
  • CEIX: Amendments to Drive Lower Cost of Capital and Added Flexibility; Raising 2019-20 EPS - Reaffirm Buy
  • Metals & Mining Buy
    03.21.2019 AEM
  • Metals & Mining: Chart of the Day -Gold Support as Negative Yield Bonds Reflect More Dovish Bankers
  • Metals & Mining Hold
    03.19.2019 AA
  • AA: As Trade Issues Linger, Reducing 2019 Estimates - Shares Underpriced - Reaffirm Buy
  • Metals & Mining Buy
    03.14.2019 GOLD
  • GOLD: Five-Year View - Stable Production, Reduced Costs Should Provide Comfort
  • Metals & Mining Hold
    03.12.2019 ARCH
  • Metals and Mining: Chart of the Day - Global Coal Power Capacity Supporting Thermal Demand Trends
  • Metals & Mining Buy
    03.11.2019 GOLD
  • Metals and Mining: Metals 360: Finally...Newmont & Barrick Offer Value Through a Nevada JV
  • Metals & Mining N/A
    03.05.2019 FCX
  • Metals and Mining: Chart of the Day - LME Copper Stockpiles Near 10-Year Lows
  • Metals & Mining Buy
    03.04.2019 NEM
  • NEM: After Rejecting Barrick - Confirming Goldcorp, Newmont Offers a Nevada JV
  • Metals & Mining Buy
    03.01.2019 GOLD
  • GOLD: Updating Potential Nevada Synergy Targets
  • Metals & Mining Hold
    02.28.2019 METC
  • METC: Better Finish, About to Achieve Run Rate Goals - Reaffirm Buy
  • Metals & Mining Buy
    02.27.2019 HL
  • HL: Lowering our 2019-20 EPS on Lower Output and Higher Costs at Casa and Nevada Assets
  • Metals & Mining Hold
    02.27.2019 BTU
  • BTU: $200 Million Special Dividend Reflects Confidence in FCF Outlook - Reaffirm Buy
  • Metals & Mining Buy
    02.25.2019 NEM
  • Metals and Mining: Metals 360: Hostile in Hollywood
  • Metals & Mining N/A
    02.22.2019 CDE
  • CDE: FCF Positioned For Turn to Positive in 2019 - Adjusting Estimates - Reaffirm Buy
  • Metals & Mining Buy
    02.21.2019 NEM
  • NEM: Solid Finish, 2019 Outlook Intact as GG Deal Progresses - Reaffirm Buy
  • Metals & Mining Buy
    02.21.2019 CDE
  • CDE: Beat on Tax; More Silver, Less Gold for 2019, But Remains Positioned for Positive FCF Turn
  • Metals & Mining Buy
    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

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