| 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 |
|
| 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 |
|
