Deep Dives - Metals & Mining

Date Ticker Title Vertical Rating (at time of publication)
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