December 20, 2010
Buy ($175)
Topics covered: Steel Demand in Emerging Markets, Natural Gas and Switchable Demand, Low Supply of Metallurgical Coal, Eastern V. Western U.S. Coal Markets, 2011 Thermal Coal Pricing
Companies covered: Newmont Corporation (NYSE:NEM), Kinross Gold Corporation (NYSE:KGC), Goldcorp Inc. (NYSE:GG), Barrick Gold Corporation (NYSE:GOLD), Walter Energy, Inc. (NYSE:WLT), Massey Energy Co., Alpha Natural Resources, Inc. (OTCMKTS:ANRZQ), Arch Coal, Inc. (NYSE:ACI), United States Antimony Corporation (NYSEAMERICAN:UAMY), Harry Winston Diamond Corporat
