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Eagle Materials, Inc. (EXP) Greenfielding Frac Sand Mine

April 17, 2014

Eagle Materials, Inc. (EXP) is currently in the process of greenfielding a frac sand mind in Illinois that could grow to the size of its existing wallboard and cement business, says Todd Vencil, Research Analyst at Sterne Agee & Leach, Inc. “That’s a company that I think is a very good company and incredibly well-run company that has some obviously very good opportunities ahead of it in the market recovery in the construction materials business, that’s all got itself set up to benefit from the energy boom if they’re able to do what they think they can,” Vencil said. FOR MORE INFORMATION ABOUT THIS INTERVIEW CLICK HERE...
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Market Not Recognizing Value Of Freeport McMoRan Copper & Gold, Inc. (FCX) Reserves

April 17, 2014

Ignace Proot, an analyst with Sanford C. Bernstein & Co. LLC, says Freeport McMoRan Copper & Gold (FCX)’s stock price does not reflect the value of the company’s reserves. “Within my coverage when I compare my fundamental DCFs or discounted cash flow model derived price targets with where the stocks are trading today, the largest upside is actually for Freeport and that’s really because the market today is not recognizing the value of all the reserves that they are having,” Proot says. FOR MORE INFORMATION ABOUT THIS INTERVIEW CLICK HERE. Additionally, Proot says Freeport McMoRan is a good stock for investors who want exposure to copper...
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China Shenhua Energy Company Limited (HKG:1088) More Than a Coal Company

April 17, 2014

Morningstar analyst Zhao Hu says investors would be wise not to look at China Shenhua Energy Company Limited (HKG:1088) as only a coal story. Even if coal continues to underperform, Hu says China Shenhua’s other businesses will offset the negative impact. “China Shenhua is a little bit different than the other pure-play coal companies we cover primarily because of its vertical integration strategy,” Hu says. “The company recognized the coal sector’s volatility and was able to expand upward and downward into different sectors that include railway transportation, power generation as well as some shipping and port operations.” FOR MORE INFORMATION ABOUT THIS INTERVIEW CLICK HERE...
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Significant Growth Expected for HudBay Minerals Inc Ord Shs (HBM) Regardless of Augusta Acquisition Outcome

April 15, 2014

Whether or not HudBay Minerals Inc Ord Shs (HBM) is successful in acquiring Augusta Resource Corp. (AZC), Haywood Securities Analyst Stefan Ioannou says he believes HudBay has significant opportunity for growth over the next couple of years. Ioannou says he expects growth for HudBay on the order of 350 million pounds of copper per year and 450 million pounds of zinc annually. “The one thing to watch at HudBay in the near term is the execution of this growth plan,” Ioannou says. “So far construction at Constancia, the big project in Peru is going well; it’s on budget relative to a $1.7 billion capital cost estimate.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Exploration Upside for Nevsun Resources (USA) (NSU) in Africa

April 15, 2014

Nevsun Resources (USA) (NSU) has significant exploration upside in Africa, according to Adam Low, Analyst with Raymond James & Associates, Inc. Low says Nevsun operates its Bisha mine in Eritrea, a country in Northeast Africa. “While that may scare some potential investors off, I do find that the perception of where the mine is located is much worse than the reality. The company has been in the country for, I think, something like 15 years now,” Low says. “So they have got a long, well-established history in the country. The government of the country is itself a 40% owner of the mine. So it’s a partnership with the government and it’s a partnership that’s gone exceedingly well...
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