How One Sell-Side Analyst Values Mining Stocks
- Organization:
- Canadian Institute of Mining, Metallurgy and Petroleum
- Pages:
- 39
- File Size:
- 589 KB
- Publication Date:
- May 1, 2010
Abstract
Agenda ? The Mining Stock Life Cycle ? Current Environment ? Valuation ? Golds ? Valuation ? Base Metals ? Case Study ? Quebrada Blanca Hypogene Commodity Investment Cycle ? Macro-Economic Indicators ? LME Inventories ? watch the trend; rising inventories ? bad for prices, declining inventories good for prices ? OECD Leading Indicators ? PMIs ? Purchasing Manager Indices ? Industrial Production ? more important for metals consumption than GDP ? Housing Starts ? US, Europe ? Auto Sales ? All things China ? metal imports/exports; SHFE inventories; SRB stockpiling ? Seasonality ? it does play a role ? What is Chris Dutton (TDSI Quantitative Analyst) saying?
Citation
APA: (2010) How One Sell-Side Analyst Values Mining Stocks
MLA: How One Sell-Side Analyst Values Mining Stocks. Canadian Institute of Mining, Metallurgy and Petroleum, 2010.