| 05.05.2021 |
CEIX
|
CEIX: Strong Quarter as Global Commodity Prices Rally
|
Metals & Mining |
Buy |
|
| 05.05.2021 |
GOLD
|
GOLD: Slight Beat, Strong Cash, Copper Tail
|
Metals & Mining |
Hold |
|
| 05.03.2021 |
AEM
|
AEM: Solid Start, On Target with Volume Outlook
|
Metals & Mining |
Hold |
|
| 04.30.2021 |
NEM
|
NEM: Maintaining Focus - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.29.2021 |
CDE
|
CDE: Oversold - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 04.29.2021 |
NEM
|
NEM: Q1 Slight Miss, Outlook Remains Supportive
|
Metals & Mining |
Buy |
|
| 04.28.2021 |
CDE
|
CDE: Busy, Productive Quarter
|
Metals & Mining |
Buy |
|
| 04.26.2021 |
ARCH
|
ARCH: Getting Closer to the Turn at Leer South
|
Metals & Mining |
Buy |
|
| 04.22.2021 |
FCX
|
FCX: Harvesting the Early Cycle- Raising Estimates and PT
|
Metals & Mining |
Buy |
|
| 04.22.2021 |
FCX
|
FCX: Solid Start
|
Metals & Mining |
Buy |
|
| 04.16.2021 |
AA
|
AA: Improved Profile Drives Pricing Leverage and Beat - Raising Estimates & PT
|
Metals & Mining |
Buy |
|
| 04.06.2021 |
AA
|
AA: Reflation and Recapitalization - Raising Estimates and PT
|
Metals & Mining |
Buy |
|
| 02.24.2021 |
ARCH
|
Metals & Mining: Global Markets Recover for Coal as Winter Bites
|
Metals & Mining |
N/A |
|
| 02.22.2021 |
CDE
|
CDE: Successful Note Offering De-Risks Rochester Expansion - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 02.19.2021 |
GOLD
|
GOLD: Enhancing Cash to Owners, Execution Focus
|
Metals & Mining |
Hold |
|
| 02.18.2021 |
CDE
|
CDE: Strong Cash Flow Finish, On to Rochester - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 02.18.2021 |
NEM
|
NEM: Delivering Cash and Margin Sustainability - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 02.18.2021 |
NEM
|
Metals & Mining: Quick Reads on Gold Prints
|
Metals & Mining |
N/A |
|
| 02.16.2021 |
AEM
|
AEM: Set Up For Long-Term Growth
|
Metals & Mining |
Hold |
|
| 02.11.2021 |
NEM
|
NEM: Encouraging Reserve Report Supports Leading Production Profile - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 02.02.2021 |
FCX
|
FCX: Dividend is Back, More Capital Returns Anticipated
|
Metals & Mining |
Buy |
|
| 02.01.2021 |
CDE
|
Metals & Mining: Silver Run
|
Metals & Mining |
N/A |
|
| 01.26.2021 |
FCX
|
FCX: Positioned to Drive Cash Generation and Returns - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 01.26.2021 |
FCX
|
FCX: Q4 Solid, Positive Outlook for 2021 and Beyond
|
Metals & Mining |
Buy |
|
| 01.21.2021 |
AA
|
AA: Solid Finish, Set Up for Recovery, Reflation - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 01.21.2021 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2021
|
Metals & Mining |
N/A |
|
| 01.14.2021 |
AEM
|
Metals & Mining: Outlook 2021: Cycle Up, Deficits Up, Prices Up
|
Metals & Mining |
N/A |
|
| 12.18.2020 |
CDE
|
CDE: High Notes from Investor Day - Rochester Getting Ready to Rock
|
Metals & Mining |
Buy |
|
| 12.16.2020 |
CDE
|
Metals & Mining: Silver Surplus Well Absorbed by Investors as Price Basing
|
Metals & Mining |
N/A |
|
| 12.08.2020 |
NEM
|
NEM: Long-Term Outlook Reinforced; Pipeline Activated - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 12.01.2020 |
AA
|
AA: Rolling Mill Sale Aids Portfolio Readjustment
|
Metals & Mining |
Buy |
|
| 11.18.2020 |
FCX
|
FCX: Sentiment Shifts, Supply Concerns Driving Support - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 11.09.2020 |
HL
|
HL: Q3 Recovery, Silver Driven
|
Metals & Mining |
Hold |
|
| 11.06.2020 |
AEM
|
AEM: Strong Cash Generation, Targets Intact
|
Metals & Mining |
Hold |
|
| 11.06.2020 |
CEIX
|
CEIX: Demand, Results Improving From the Trough
|
Metals & Mining |
Buy |
|
| 11.06.2020 |
GOLD
|
GOLD: Solid Results, Dividend Up Again
|
Metals & Mining |
Hold |
|
| 10.30.2020 |
NEM
|
NEM: Delivering Value, Targeted Capital Returns- Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 10.30.2020 |
CDE
|
CDE: Cash Flow Inflection - Raising Estimates, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 10.29.2020 |
AEM
|
Metals & Mining: Q3 Print High Notes on AEM, CDE, NEM
|
Metals & Mining |
N/A |
|
| 10.23.2020 |
CEIX
|
CEIX: Rolling Up CCR Appears Supportive to Recovery
|
Metals & Mining |
Buy |
|
| 10.23.2020 |
ARCH
|
ARCH: Grinding Along, To Accelerate Thermal Mitigation or Exit
|
Metals & Mining |
Buy |
|
| 10.22.2020 |
FCX
|
FCX: Autumn Harvest - Raising PT to $24, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 10.19.2020 |
FCX
|
FCX: Expecting Continued Operational and Cash Momentum
|
Metals & Mining |
Buy |
|
| 10.15.2020 |
AA
|
AA: Measured Progress
|
Metals & Mining |
Buy |
|
| 09.29.2020 |
ARCH
|
Metals & Mining: Game, Set, Match - Court Sides with FTC on Coal JV
|
Metals & Mining |
N/A |
|
| 09.22.2020 |
CDE
|
CDE: Denver Highlights
|
Metals & Mining |
Buy |
|
| 09.21.2020 |
AEM
|
Metals & Mining: Metals 360 - Virtual Thoughts From Virtual Denver
|
Metals & Mining |
N/A |
|
| 09.18.2020 |
FCX
|
Metals & Mining: Metals 360- Copper Tailwinds
|
Metals & Mining |
Buy |
|
| 08.18.2020 |
AEM
|
Metals & Mining: Chart of the Day -Real Fundamental (and Husker) Support for Gold
|
Metals & Mining |
Hold |
|
| 08.11.2020 |
HL
|
HL: Riding Silver
|
Metals & Mining |
Hold |
|
| 08.11.2020 |
CEIX
|
CEIX: Tough Quarter, Tough Company
|
Metals & Mining |
Buy |
|
| 08.10.2020 |
GOLD
|
GOLD: Good Q2; Raising Estimates, Target
|
Metals & Mining |
Hold |
|
| 08.06.2020 |
BTU
|
BTU: Pressure Continues, Downgrade to Hold
|
Metals & Mining |
Buy |
|
| 07.31.2020 |
AEM
|
AEM: Emerging Well From COVD, Raising Estimates, Target
|
Metals & Mining |
Hold |
|
| 07.30.2020 |
CDE
|
CDE: Raising Gold & Silver Price, Estimates and Target - Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.30.2020 |
NEM
|
NEM: Raising Gold Price, Estimates, Target- Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.29.2020 |
CDE
|
CDE: Q2 Beat; Improved 2H Volumes into Higher Gold & Silver Prices
|
Metals & Mining |
Buy |
|
| 07.29.2020 |
ARCH
|
ARCH: Difficult Quarter, Leer South on Track
|
Metals & Mining |
Buy |
|
| 07.24.2020 |
FCX
|
FCX: Closer to Inflecting - Raising PT, Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 07.21.2020 |
CDE
|
Metals & Mining: Chart of the Day - Gold-Silver Ratio Driving Toward Silver
|
Metals & Mining |
Buy |
|
| 07.16.2020 |
AA
|
AA: Q2 Bottom, Trends Improving- Reaffirm Buy
|
Metals & Mining |
Buy |
|
| 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 |
|
