| 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 |
|
| 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 |
|
