Companies covered: VALE S.A. (NYSE:VALE), Southern Copper Corporation (NYSE:SCCO), Gerdau S.A. (NYSE:GGB), Ternium S.A. (NYSE:TX), Grupo Mexico S.A.B. de C.V. (OTCMKTS:GMBXF), KAZ Minerals PLC (OTCMKTS:KZMYF), Champion Iron Ltd. (OTCMKTS:CHPRF), Filo Mining Corp. (OTCMKTS:FLMMF), Marimaca Copper Corp. (OTCMKTS:CROJF), Kodiak Copper Corp. (OTCMKTS:KDKCF), HudBay Minerals Inc (NYSE:HBM), Alamos Gold Inc (NYSE:AGI), Worthington Industries, Inc. (NYSE:WOR), Mundoro Capital Inc. (OTCMKTS:MUNMF), Golden Minerals Company (NYSEAMERICAN:AUMN), Largo Resources Ltd. (OTCMKTS:LGORF), McEwen Mining Inc. (NYSE:MUX)
