Deep Dives - Metals & Mining

Date Ticker Title Vertical Rating (at time of publication)
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
    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
    2  Next

    This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.