Commodities & Metals

All Commodities & Metals Articles

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Less Demand, Less Coal, Less Profit (BTU, ACI, CNX, MEE)

Peabody Energy Corporation (NYSE:BTU) yesterday reduced its production estimates for Wyoming’s Powder River Basin and for its Australian coal mining. The company said it has produced "in excess of 200 million tons" of coal…

Douglas A. McIntyre · 18 years ago

Dow Chemical (DOW) Cuts, The Worst Press Release Of The Year

What a great way to fire people. Dow Chemical (DOW) chopped 5,000 full-time people and cut 6,000 contractors. Its press release on the plans said the firm was announcing "a series of aggressive actions…

Douglas A. McIntyre · 18 years ago

Are Gold Miners Getting Well? (ABX, GG, NEM, AU)

In the past month, gold mining stocks have hit new 52-week lows. On October 27th, Barrick Gold Corporation (NYSE:ABX) bottomed out at $17.27, Goldcorp (NYSE:GG) hit $13.84 on the same day, and Newmont Mining…

Douglas A. McIntyre · 18 years ago

BHP, Rio Tinto: The Deal is Still Dead (BHP, RTP)

We’ve already conducted the post-mortem on the failed bid by Australia’s BHP Billiton (NYSE:BHP) for Britain’s Rio Tinto (NYSE:RTP). There are just a couple of details worth noting.

Douglas A. McIntyre · 18 years ago

Farmers Face Down Deflation As Tractors Get Rusty

Farmers are supposed to be frugal and that characteristic may serve them well. After getting fat and happy off high agricultural goods prices, they get to be on the poor end of commodities deflation.…

Douglas A. McIntyre · 18 years ago

Gold Miners Digging a Deeper Hole (ABX, GG, NEM)

Gold mining stocks have a real challenge in the current environment.  The top companies like Barrick (NYSE:ABX), Goldcorp (NYSE:GG), and Newmont (NYSE:NEM) are doing all they can to reduce costs in the face of…

Douglas A. McIntyre · 18 years ago

Uranium Resources, Imploding Nuke (URRE)

Before the market opened this morning, Uranium Resources Inc. (NASDAQ:URRE) announced revenue of $4 million for the third quarter and a net loss of $14 million (-$0.25 EPS) due to lower sales and lower…

Douglas A. McIntyre · 18 years ago

Commodities, Stagflation, And Recession

If memory serves, commodities prices were too expensive at mid-year. Corn was too high for ethanol companies to make money. One of the largest, Verasun (VSE), just went bankrupt. Oil prices were so high…

Douglas A. McIntyre · 18 years ago

Similar Results, Different Outcomes (MDU, MEE)

There are two companies which have reported earnings where the reactions to the same sort of news were entirely different.  Here are the reports at MDU Resources (NYSE:MDU) and Massey Energy (NYSE:MEE).

Douglas A. McIntyre · 18 years ago