| 05.16.2023 |
CDE
|
CDE: Into Peak Construction Before Turn
|
Metals & Mining |
Buy |
|
| 05.16.2023 |
NEM
|
NEM: Deal to Acquire Newcrest
|
Metals & Mining |
Buy |
|
| 05.16.2023 |
NEM
|
NEM: Accretive, Underpriced - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 05.04.2023 |
AEM
|
AEM: Solid Start as Focus Turns to Optimization
|
Metals & Mining |
Buy |
|
| 05.04.2023 |
CEIX
|
CEIX: Unlocking its Diverse Coal Mix and Capital - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.28.2023 |
NEM
|
NEM: Focused on its Targets - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.28.2023 |
BTU
|
BTU: Solid Start, Capital Returns Begin
|
Metals & Mining |
Hold |
|
| 04.27.2023 |
ARCH
|
ARCH: Solid Met Costs, West Elk Headwind, Cash Harvest - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.27.2023 |
NEM
|
NEM: Q1 Within Targets, 2023 Operating Outlook Reaffirmed
|
Metals & Mining |
Buy |
|
| 04.24.2023 |
FCX
|
FCX: Solid Execution, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.21.2023 |
FCX
|
FCX: Q1 Beat as Operations Normalize
|
Metals & Mining |
Buy |
|
| 04.20.2023 |
AA
|
AA: Q1 EPS Miss, Margin Progress - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.17.2023 |
BTU
|
BTU: First Cut at Capital Allocation Program
|
Metals & Mining |
Hold |
|
| 04.14.2023 |
FCX
|
FCX: Supportive Fundamentals - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.11.2023 |
NEM
|
NEM: A Third Bump to Bring Newcrest On Board
|
Metals & Mining |
Buy |
|
| 04.05.2023 |
AEM
|
Metals & Mining: Data Slipping, Gold Breaking Out
|
Metals & Mining |
N/A |
|
| 03.23.2023 |
AEM
|
Metals & Mining: Charts of the Day - If the Fed Cycle Peaked Yesterday...
|
Metals & Mining |
Buy |
|
| 03.21.2023 |
AEM
|
Metals & Mining: M&M Insights - Gold Shining as Market Digests Policy
|
Metals & Mining |
N/A |
|
| 03.13.2023 |
AEM
|
Metals & Mining: Chart of the Day - Gold Bid as Risk Returns and Central Banks Accelerate Purchases
|
Metals & Mining |
Buy |
|
| 03.08.2023 |
AA
|
AA: Grinding as Macro Sentiment Waxes and Wanes
|
Metals & Mining |
Buy |
|
| 02.27.2023 |
CDE
|
CDE: Focusing on Rochester Completion
|
Metals & Mining |
Buy |
|
| 02.24.2023 |
NEM
|
NEM: Measured Outlook, In Discussions For Data
|
Metals & Mining |
Buy |
|
| 02.23.2023 |
NEM
|
NEM: In Line, Reaffirms Volume Outlook
|
Metals & Mining |
Buy |
|
| 02.21.2023 |
GOLD
|
GOLD: Steady Progress, Sitting Out Mega Deal Flow
|
Metals & Mining |
Hold |
|
| 02.21.2023 |
AEM
|
AEM: Higher Costs Flowing into 2023
|
Metals & Mining |
Buy |
|
| 02.17.2023 |
ARCH
|
ARCH: Securing Tight Met Market Benefits - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 02.14.2023 |
BTU
|
BTU: Moving Towards Cap Allocation Pivot
|
Metals & Mining |
Hold |
|
| 02.13.2023 |
FCX
|
FCX: Weather-Driven Volume Disruption from Grasberg
|
Metals & Mining |
Buy |
|
| 02.08.2023 |
CEIX
|
CEIX: Record Year, Cash Harvest
|
Metals & Mining |
Buy |
|
| 02.06.2023 |
NEM
|
NEM: An Opportunistic Offer for Newcrest
|
Metals & Mining |
Buy |
|
| 01.25.2023 |
FCX
|
FCX: Well Positioned for Copper Tailwinds - Reaffirm Top Pick
|
Metals & Mining |
Buy |
|
| 01.25.2023 |
FCX
|
FCX: Q4 Beat, Cash Generation to Expand
|
Metals & Mining |
Buy |
|
| 01.19.2023 |
AA
|
AA: Trough In As Pricing Recovers - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 01.17.2023 |
FCX
|
Vertical Research Partners Top Picks - 2023 Update
|
Metals & Mining |
N/A |
|
| 01.10.2023 |
AEM
|
Metals & Mining: M&M Insight: Outlook 2023 - Macro to Micro
|
Metals & Mining |
N/A |
|
| 12.22.2022 |
CDE
|
CDE: Emphasizing Growth Outlook Once Rochester Ramps
|
Metals & Mining |
Buy |
|
| 12.22.2022 |
AEM
|
Metals & Mining: Chart of the Day - Central Bank Gold Buying, Dollar Selling
|
Metals & Mining |
Buy |
|
| 12.08.2022 |
AEM
|
Metals & Mining: M&M Insight- Capex, Dollar Short, Coal Needed
|
Metals & Mining |
N/A |
|
| 12.01.2022 |
AA
|
AA: Finding Support as Fed Doves, Dollar Cools- Raising PT
|
Metals & Mining |
Buy |
|
| 11.18.2022 |
BTU
|
BTU: High Notes from Investor Day
|
Metals & Mining |
Hold |
|
| 11.14.2022 |
AEM
|
AEM: Yamana Asset Update on a Solid Deal
|
Metals & Mining |
Buy |
|
| 11.10.2022 |
CDE
|
CDE: Grinding Through the Expansion
|
Metals & Mining |
Buy |
|
| 11.03.2022 |
GOLD
|
GOLD: Soft Quarter, Dividend Adjusted Lower
|
Metals & Mining |
Hold |
|
| 11.03.2022 |
BTU
|
BTU: Strong Market Pricing Creating Optionality
|
Metals & Mining |
Hold |
|
| 11.02.2022 |
NEM
|
NEM: Grinding to Execute a Strong Q4 Finish
|
Metals & Mining |
Buy |
|
| 11.01.2022 |
CEIX
|
CEIX: Pricing Support, Raising Estimates - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 11.01.2022 |
NEM
|
NEM: Q3 Miss, Maintained Production/Cost Outlook
|
Metals & Mining |
Buy |
|
| 10.28.2022 |
ARCH
|
ARCH: Mining and Distributing Cash - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 10.20.2022 |
FCX
|
FCX: Positioned to Mitigate NT Markets, Harvest Other Side
|
Metals & Mining |
Buy |
|
| 10.20.2022 |
FCX
|
FCX: Q3 On Target - Grasberg Gold Bump, Site Cost Pressures
|
Metals & Mining |
Buy |
|
| 10.20.2022 |
AA
|
AA: Maximum Margin Pressured - Reducing Estimates, PT
|
Metals & Mining |
Buy |
|
| 10.14.2022 |
FCX
|
FCX: Reducing Estimates, Copper Looking To Base
|
Metals & Mining |
Buy |
|
| 10.13.2022 |
AA
|
AA: Reducing Estimates; Russian Restrictions Likely
|
Metals & Mining |
Buy |
|
| 09.19.2022 |
CDE
|
CDE: A Crown Achievement
|
Metals & Mining |
Buy |
|
| 09.16.2022 |
NEM
|
NEM: Two-Year Deferral Recognizes Inflation Realities
|
Metals & Mining |
Buy |
|
| 08.26.2022 |
AEM
|
Metals & Mining: M&M Insights - Energy Spike, Fed Impact
|
Metals & Mining |
N/A |
|
| 08.08.2022 |
HL
|
HL: Solid Execution Amidst Cost Headwinds
|
Metals & Mining |
Hold |
|
| 08.08.2022 |
GOLD
|
GOLD: Operating and Development Progress
|
Metals & Mining |
Hold |
|
| 08.05.2022 |
CDE
|
CDE: Grinding Away at Rochester
|
Metals & Mining |
Buy |
|
| 08.05.2022 |
CEIX
|
CEIX: Tight Thermal Markets - Raising PT, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.29.2022 |
AEM
|
AEM: Solid Results, Project Momentum- Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.29.2022 |
ARCH
|
ARCH: Positioned to Harvest and Return - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.28.2022 |
ARCH
|
ARCH: Record Profit, Logistics Headwinds, Active Allocation
|
Metals & Mining |
Buy |
|
| 07.26.2022 |
NEM
|
NEM: Hard Squeeze, Hard Beta - Reducing PT, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.25.2022 |
NEM
|
NEM: Cost Driven Miss
|
Metals & Mining |
Buy |
|
| 07.22.2022 |
FCX
|
FCX: Swift Adjustment to Market Dislocation - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.21.2022 |
FCX
|
FCX: Q2 EPS Shy as Volatility Roiled Markets
|
Metals & Mining |
Buy |
|
| 07.21.2022 |
AA
|
AA: Strong First Half and Capital Returns, Managing the Uncertainty
|
Metals & Mining |
Buy |
|
| 07.19.2022 |
ARCH
|
Metals & Mining: Chart of the Day - Coal Price Divergences
|
Metals & Mining |
Buy |
|
| 06.28.2022 |
AEM
|
Metals & Mining: M&M Insights: Dollar Bid as Inflation Expectations Un-Anchoring
|
Metals & Mining |
N/A |
|
| 06.15.2022 |
AA
|
AA: High Notes from Our Innovation Conference
|
Metals & Mining |
Buy |
|
| 05.27.2022 |
FCX
|
FCX: Copper's Resilient, Freeport's Underpriced - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 05.11.2022 |
HL
|
HL: Remains on Track to Drive Silver Margins
|
Metals & Mining |
Hold |
|
| 05.09.2022 |
CDE
|
CDE: Forging Progress on Rochester
|
Metals & Mining |
Buy |
|
| 05.06.2022 |
GOLD
|
GOLD: Good Start, Tracking Targets
|
Metals & Mining |
Hold |
|
| 05.04.2022 |
CEIX
|
CEIX: Tight Markets, Solid Execution- Raising PT
|
Metals & Mining |
Buy |
|
| 04.29.2022 |
BTU
|
BTU: Tough Start, Pricing Supportive
|
Metals & Mining |
Hold |
|
| 04.29.2022 |
AEM
|
AEM: Solid Beat, Synergies Upgraded - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.26.2022 |
ARCH
|
ARCH: Harvesting Margins - Raising PT, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.25.2022 |
NEM
|
NEM: Managing Cost Reset with Price Upside - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.22.2022 |
NEM
|
NEM: Q1 In the Range, Outlook Reaffirmed
|
Metals & Mining |
Buy |
|
| 04.21.2022 |
FCX
|
FCX: Metal Prices, Operating Focus Support Cash Harvest- Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.21.2022 |
FCX
|
FCX: Q1 Beat, Capital Returns Kicking In...
|
Metals & Mining |
Buy |
|
| 04.14.2022 |
AA
|
AA: NT Market Support, LT Demand Growth - Raising PT
|
Metals & Mining |
Buy |
|
| 03.03.2022 |
AEM
|
Metals & Mining: Charts of the Day - An Invasion Spike
|
Metals & Mining |
Buy |
|
| 02.28.2022 |
AEM
|
AEM: Evolving to Drive Sustainable Value
|
Metals & Mining |
Buy |
|
| 02.24.2022 |
NEM
|
NEM: Cash Focus and Gold Price Leverage - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 02.24.2022 |
AEM
|
Metals & Mining: Gold Bid - AEM and NEM Q4 Prints
|
Metals & Mining |
N/A |
|
| 02.17.2022 |
CDE
|
CDE: Inflation, Supply Chain Pressures at Rochester
|
Metals & Mining |
Buy |
|
| 02.16.2022 |
GOLD
|
GOLD: Performance-Linked Payouts Supportive
|
Metals & Mining |
Hold |
|
| 02.15.2022 |
ARCH
|
ARCH: Poised for Significant Cash Returns
|
Metals & Mining |
Buy |
|
| 02.14.2022 |
BTU
|
BTU: Strong Finish as Coal Markets Stay Tight
|
Metals & Mining |
Hold |
|
| 02.09.2022 |
CEIX
|
CEIX: Capturing The Tightness, Raising Estimates
|
Metals & Mining |
Buy |
|
| 02.09.2022 |
NEM
|
Metals & Mining: Newmont's Peru Consolidation a LT Positive as Gold Consolidates
|
Metals & Mining |
Buy |
|
| 01.26.2022 |
FCX
|
FCX: Bounty and Balance - Raising Estimates, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 01.26.2022 |
FCX
|
FCX: Q4 Print On Target - Solid Finish, Outlook
|
Metals & Mining |
Buy |
|
| 01.20.2022 |
AA
|
AA: Strong Finish, Strong Start, Raising 2022 Estimate - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 01.18.2022 |
AIR-FR
|
Vertical Research Partners Top Picks - 2022 Update
|
Metals & Mining |
N/A |
|
| 01.13.2022 |
AEM
|
Metals & Mining: Outlook 2022 - Inflationary Transition Supports Metals
|
Metals & Mining |
N/A |
|
| 12.20.2021 |
AEM
|
Metals & Mining: Charts of the Day - Fed Pivot Offers Continued Negative Real Rate Support
|
Metals & Mining |
Buy |
|
