Feb 15, 2012
| Mining
Mining Monitor: Two Weeks
RJL Mining Monitor: Two Weeks Ended Feb-14-12 The RJL Mining Monitor is a bi‐weekly review of mining news and events, including recent drill results from companies on theRJL Watch List. This report is meant as a filter and does not constitute an initiation of coverage or recommendation. Download... Read more
Feb 15, 2012
| Mining
Iron Ore: Federal Funding for Port of Sept-Îles
Iron Ore: Labrador Trough Companies Will Benefit from Federal Funding for the Port of Sept-Îles Event: On Feb-13-12, Canada’s Minister of Transport, Infrastructure and Communities, and the Minister of IntergovernmentalAffairs announced that the Federal government will invest up to C$55 million to... Read more
Feb 07, 2012
| Mining
Mining Catalysts, Milestones, & Top Picks
Mining Sector: Catalysts, Milestones, Newsflow & Top Picks Download full article here. Near-Term Potential Catalysts: Agnico-Eagle Mines – Expect exploration update and 2012 operating guidance in 1Q12. Alamos Gold – We expect Alamos to announce the commercial start-up of the Escondida... Read more
Feb 02, 2012
| Mining
Iron Ore: Reaching for the Peak
Iron Ore: Reaching for the Peak in the Labrador Trough We have a positive outlook on the iron ore market based on oligopolistic supply, and solid demand providing support in thenear‐term for historically strong iron ore prices. Within the Labrador Trough, Canada’s iron ore production centre, this... Read more
Feb 02, 2012
| Mining
Two Week Mining Monitor
RJL Mining Monitor - Two Weeks Ended Feb-01-12 The RJL Mining Monitor is a bi‐weekly review of mining news and events, including recent drill results from companies on the RJL Watch List. This report is meant as a filter and does not constitute an initiation of coverage or recommendation... Read more
Jan 30, 2012
| Mining
Base Metal 2012 Update
Base Metal Equities: 2012 Update We have updated our valuation models to reflect 4Q11 actual commodity prices, and we have rolled forward our NAV estimates to 2012 from 2011. We have also made revisions to our commodity price outlook, updated for Raymond James Ltd.’s revised C$/US$... Read more
Nov 23, 2011
| Mining
Mining: Johnson Matthey Interim 2011 Report
On Nov-15-11, Johnson Matthey (JM) released its biannual supply/demand report on thePGM sector. The following are the salient conclusions: Platinum (Pt) 2011E Outlook – Bit More Bearish: The market is to be in surplus in 2011E by 195,000oz (vs. "close to balance" in its May-2011 report), vs. a 25,... Read more
Nov 16, 2011
| Mining
