Senior Producers, Larger-Cap Near-Term Production
| Aluminum | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Alcoa Inc | AA | 2.6 | US$20.89 | 186 | $3,877 | 3.58 | (0.83) | 0.92 | -- | 22.8 | 2.38 | 2.53 | 4.59 | 8.3 | 4.6 | 6.1 | 0.0% | ||||||
| Alumina Ltd | AWC | 2.9 | US$1.69 | 2880 | $4,847 | 0.24 | 0.12 | 0.11 | 13.6 | 15.4 | 0.22 | 0.15 | 0.12 | 11.2 | 14.1 | 6.5 | 11.2% | ||||||
| Aluminum Corp China Ltd (ADR) | ACH | 2.3 | CNY$2.12 | 17023 | $7,361 | 0.04 | 0.09 | 0.13 | 23.9 | 16.9 | 0.77 | 0.86 | 0.87 | 2.5 | 2.4 | 14.5 | 0.0% | ||||||
| Century Aluminum | CENX | 2.5 | US$7.12 | 89 | $633 | (0.14) | (1.45) | 0.15 | -- | 49.1 | (0.79) | 0.05 | 1.12 | NM | 6.4 | 30.6 | 0.0% | ||||||
| United Company Rusal Ltd (HK) | 486 | 2.1 | US$0.45 | 15193 | $6,775 | 0.11 | 0.08 | 0.10 | 5.4 | 4.3 | 0.05 | 0.11 | 0.08 | 4.1 | 5.4 | 9.5 | 0.0% | ||||||
| Average | 14.3 | 21.7 | 6.5 | 6.6 | 13.4 | ||||||||||||||||||
| Iron Ore | |||||||||||||||||||||||
| Cliffs Natural Resources | CLF | 2.4 | US$7.18 | 270 | $1,939 | 3.71 | 1.10 | 0.84 | 6.5 | 8.5 | 1.57 | 1.92 | 1.17 | 3.7 | 6.1 | 10.2 | 3.1% | ||||||
| Fortescue Metals Group Ltd (AU) | FMG | 3.2 | US$6.18 | 3079 | $18,930 | 0.69 | 1.15 | 0.99 | 5.4 | 6.3 | 0.96 | 1.50 | 1.32 | 4.1 | 4.7 | 5.3 | 4.8% | ||||||
| Kumba Iron Ore Ltd (SA) | KIO | 3.8 | ZAR$373.07 | 322 | $8,112 | 30.06 | 59.20 | 47.17 | 6.3 | 7.9 | 47.32 | 87.13 | 68.53 | 4.3 | 5.4 | 6.2 | 9.3% | ||||||
| Labrador Iron Ore Royalty (CA) | LIF | 2.1 | C$23.26 | 64 | $1,126 | 2.01 | 3.41 | 2.66 | 6.8 | 8.7 | 2.32 | 3.23 | 2.63 | 7.2 | 8.8 | 15.9 | 5.1% | ||||||
| Mount Gibson Iron Limited (AU) | MGX | 2.7 | AUD$0.77 | 1158 | $608 | 0.07 | 0.12 | 0.10 | 6.4 | 7.5 | 0.07 | 0.10 | 0.15 | 7.6 | 5.2 | 24.2 | 3.9% | ||||||
| Average | 6.3 | 7.8 | 5.4 | 6.1 | 12.4 | ||||||||||||||||||
| Note: Currency shown is that used by the company for financial reporting. Currency does not always reflect the country/market in which the company/stock symbol trades. GAAP may differ between stocks due to countries and markets. | |||||||||||||||||||||||
| The tables are compiled from the Thomson Reuters database of consensus Ratings & Estimates of equity analysts. The historicals and estimates of earnings and cash flows exclude non-operating, special items. | |||||||||||||||||||||||
| Thomson Consensus Rating System: Buy (1.0), Buy/Hold (2.0), Hold (3.0), Sell/Hold (4.0), Sell (5.0) | Source: Thomson Reuters. | ||||||||||||||||||||||
| Base Metals & Diversified | |||||||||||||||||||||||
| Large Cap | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Anglo American PLC (UK) | AAL | 2.3 | US$26.28 | 1374 | $36,115 | 2.50 | 2.96 | 2.69 | 8.9 | 9.8 | 5.50 | 5.57 | 5.60 | 4.7 | 4.7 | 7.6 | 4.0% | ||||||
| Antofagasta PLC (UK) | ANTO | 2.7 | US$11.38 | 986 | $11,224 | 0.52 | 0.59 | 0.56 | 19.3 | 20.3 | 1.33 | 1.93 | 1.62 | 5.9 | 7.0 | 9.1 | 0.9% | ||||||
| BHP Billiton Ltd | BHP | 2.8 | US$25.42 | 5058 | $120,929 | 1.81 | 1.92 | 1.91 | 13.3 | 13.3 | 3.45 | 3.44 | 3.27 | 7.4 | 7.8 | 8.3 | 4.7% | ||||||
| China Molybdenum Co Ltd (HK) | 3993 | 2.4 | CNY$2.21 | 21599 | $9,722 | 0.22 | 0.08 | 0.11 | 28.0 | 19.5 | 0.44 | 0.31 | 0.24 | 7.3 | 9.2 | 42.4 | 0.0% | ||||||
| Freeport McMoran C&G | FCX | 2.3 | US$11.16 | 1451 | $16,192 | 1.52 | 0.05 | 0.55 | NM | 20.2 | 2.65 | 1.21 | 1.85 | 9.2 | 6.0 | 6.8 | 2.1% | ||||||
| Glencore International PLC (UK) | GLEN | 2.3 | US$3.14 | 13376 | $42,029 | 0.41 | 0.16 | 0.26 | 19.2 | 12.2 | 0.81 | 0.61 | 0.68 | 5.1 | 4.6 | 7.3 | 2.9% | ||||||
| Grupo Mexico (MX) | GMEXICOB | 2.4 | US$2.77 | 7785 | $21,545 | 0.17 | 0.23 | 0.24 | 12.2 | 11.5 | 0.22 | 0.31 | 0.35 | 8.8 | 7.9 | 8.9 | 7.0% | ||||||
| Hindustan Zinc (IN) | HZ | 2.6 | INR$208.30 | 4225 | $12,232 | 19.47 | 19.10 | 20.29 | 10.9 | 10.3 | 21.39 | 22.20 | 24.38 | 9.4 | 8.5 | 6.4 | 0.0% | ||||||
| MMC Norilsk Nickel (RU) | GMKN | -- | RU$5,429.84 | 158 | $43,748 | -- | 899.94 | 1210.92 | 6.0 | 4.5 | -- | 689.72 | 1388.13 | 7.9 | 3.9 | 14.3 | 11.7% | ||||||
| Rio Tinto PLC (UK) | RIO | 2.6 | US$53.59 | 1623 | $90,644 | 5.12 | 6.35 | 5.47 | 8.4 | 9.8 | 6.88 | 8.66 | 8.07 | 6.2 | 6.6 | 8.1 | 2.8% | ||||||
| Sesa Sterlite Ltd (ADR) | SSLT | 2.3 | INR$142.10 | 3705 | $7,349 | 17.89 | 17.34 | 20.48 | 8.2 | 6.9 | 60.18 | 53.79 | 49.95 | 2.6 | 2.8 | 4.3 | 1.2% | ||||||
| South32 Ltd (AU) | S32 | 2.5 | US$1.83 | 4943 | $9,022 | 0.22 | 0.16 | 0.15 | 11.4 | 12.6 | 0.34 | 0.33 | 0.31 | 5.6 | 5.8 | 4.8 | 3.6% | ||||||
| Southern Copper Corp | SCCO | 2.4 | US$37.72 | 773 | $29,160 | 2.00 | 2.00 | 2.06 | 18.8 | 18.3 | 3.02 | 2.80 | 3.03 | 13.5 | 12.4 | 15.5 | 4.7% | ||||||
| Sumitomo Metal Mining (JP) | 5713 | 2.3 | JPY$3,377 | 291 | $9,032 | 265.40 | 222.05 | 249.26 | 15.2 | 13.5 | 438.78 | 430.04 | 393.65 | 7.9 | 8.6 | 11.4 | 1.8% | ||||||
| Teck Resources Ltd | TCK | 2.1 | C$21.67 | 554 | $9,082 | 4.07 | 2.96 | 2.81 | 7.3 | 7.7 | 7.62 | 6.44 | 6.39 | 3.4 | 3.4 | 5.0 | 0.9% | ||||||
| Vale SA (ADR) | VALE | 2.6 | US$48.08 | 5284 | $59,208 | 5.27 | 6.57 | 6.97 | 7.3 | 6.9 | 9.94 | 9.58 | 9.49 | 5.0 | 5.1 | 8.8 | 4.1% | ||||||
| Average | 13.0 | 12.3 | 6.9 | 6.5 | 10.6 | ||||||||||||||||||
| Mid Cap | |||||||||||||||||||||||
| Assore Ltd (SA) | ASR | 3.3 | ZAR$225.02 | 140 | $2,121 | 55.70 | 61.01 | 54.68 | 3.7 | 4.1 | 14.60 | 18.27 | 27.33 | 12.3 | 8.2 | 7.6 | 6.5% | ||||||
| Aurubis AG (GR) | NDA | 2.7 | EUR$46.54 | 45 | $2,306 | 5.22 | 3.41 | 3.87 | 13.6 | 12.0 | 4.97 | 6.24 | 5.94 | 7.5 | 7.8 | 6.7 | 3.6% | ||||||
| Boliden AB (SW) | BOL | 2.6 | SEK$263.50 | 274 | $7,444 | 26.32 | 21.97 | 24.49 | 12.0 | 10.8 | 43.03 | 36.72 | 43.70 | 7.2 | 6.0 | 7.8 | 3.9% | ||||||
| Exxaro Resources Ltd (SA) | EXX | 1.8 | ZAR$128.50 | 359 | $3,112 | 20.57 | 27.86 | 27.59 | 4.6 | 4.7 | (0.17) | 15.24 | 11.81 | 8.4 | 10.9 | 7.9 | 8.8% | ||||||
| First Quantum Minerals (CA) | FM | 2.2 | US$9.08 | 689 | $6,251 | 0.71 | 0.34 | 0.51 | 26.7 | 17.8 | 2.87 | 1.45 | 2.37 | 6.3 | 3.8 | 15.6 | 0.1% | ||||||
| Iluka Resources Ltd (AU) | ILU | 2.9 | AUD$9.10 | 423 | $2,610 | 0.72 | 0.68 | 0.78 | 13.5 | 11.6 | 1.49 | 0.93 | 1.15 | 9.8 | 7.9 | -- | 2.2% | ||||||
| Independence Group NL (AU) | IGO | 2.5 | AUD$6.15 | 591 | $2,466 | 0.11 | 0.24 | 0.36 | 25.1 | 17.3 | 0.59 | 0.72 | 0.80 | 8.5 | 7.7 | 23.2 | 2.1% | ||||||
| Ivanhoe Mines Ltd (CA) | IVP | 1.9 | US$2.81 | 1192 | $3,338 | 0.03 | (0.01) | 0.03 | -- | 93.5 | (0.02) | (0.03) | (0.02) | -- | -- | -- | 0.0% | ||||||
| Jiangxi Copper Co "H" (HK) | 358 | 2.1 | CNY$8.10 | 3463 | $5,736 | 0.70 | 0.75 | 0.83 | 10.8 | 9.8 | 2.36 | 1.58 | 1.23 | 5.1 | 6.6 | 14.1 | 2.2% | ||||||
| Kazakhmys PLC (UK) | KAZ | 2.3 | US$6.40 | 472 | $3,020 | 1.18 | 0.99 | 0.98 | 6.5 | 6.5 | 1.51 | 1.41 | 1.51 | 4.6 | 4.2 | 23.7 | 1.3% | ||||||
| KGHM Polska Miedz (PO) | KGH | 3.6 | PLN$94.70 | 200 | $4,871 | 8.29 | 10.63 | 9.80 | 8.9 | 9.7 | 16.48 | 20.25 | 19.67 | 4.7 | 4.8 | 5.7 | 0.0% | ||||||
| Lundin Mining Corp (CA) | LUN | 1.9 | US$5.76 | 735 | $4,222 | 0.30 | 0.20 | 0.49 | 29.3 | 11.8 | 0.65 | 0.72 | 1.14 | 8.0 | 5.0 | 8.2 | 0.0% | ||||||
| MMG Ltd (HK) | 1208 | 2.5 | US$0.21 | 8055 | $1,667 | 0.01 | (0.00) | 0.01 | -- | 19.1 | 0.21 | 0.13 | 0.17 | 1.7 | 1.2 | 11.7 | 0.0% | ||||||
| Oz Minerals (AU) | OZL | 2.5 | AUD$10.40 | 324 | $2,286 | 0.73 | 0.52 | 0.65 | 20.1 | 16.1 | 1.45 | 1.28 | 1.54 | 8.1 | 6.8 | 8.9 | 2.3% | ||||||
| Vale Indonesia Tbk PT (ID) | INCO | 1.8 | US$0.24 | 9936 | $2,371 | 0.01 | 0.01 | 0.01 | 22.1 | 17.0 | 0.02 | 0.02 | 0.03 | 10.0 | 8.3 | 15.7 | 0.0% | ||||||
| Vedanta Resources PLC (UK) | VED | -- | US$10.85 | 285 | $3,089 | -- | 0.87 | 1.24 | 12.5 | 8.7 | -- | 9.96 | 12.60 | 1.1 | 0.9 | -- | -- | ||||||
| Average | 15.0 | 16.9 | 6.9 | 6.0 | 12.1 | ||||||||||||||||||
| Small Cap | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Anglo Pacific Group PLC (UK) | APF | 1.8 | GBP$1.86 | 181 | $435 | 0.18 | 0.23 | 0.22 | 8.1 | 8.3 | 0.20 | 0.23 | 0.25 | 8.0 | 7.5 | 20.7 | 3.9% | ||||||
| Atalaya Mining PLC (UK) | ATYM | 1.2 | EUR$2.25 | 137 | $341 | 0.25 | 0.24 | 0.44 | 9.3 | 5.1 | 0.40 | 0.13 | 0.28 | 17.3 | 8.0 | 21.4 | 0.0% | ||||||
| Eramet (FR) | ERA | 1.8 | EUR$47.43 | 27 | $1,392 | 1.83 | 2.95 | 9.99 | 16.1 | 4.7 | 16.01 | 10.24 | 20.24 | 4.6 | 2.3 | 6.9 | 1.0% | ||||||
| Ero Copper Corp (CA) | ERO | 2.4 | US$14.86 | 86 | $1,270 | 0.03 | 0.63 | 1.03 | 23.6 | 14.4 | 0.94 | 1.45 | 1.67 | 10.3 | 8.9 | -- | 0.0% | ||||||
| Hudbay Minerals | HBM | 2.4 | US$3.52 | 261 | $919 | 0.40 | (0.11) | 0.04 | -- | 90.4 | 1.84 | 1.18 | 1.30 | 3.0 | 2.7 | 3.2 | 0.3% | ||||||
| Mechel OAO (ADR) | MTL | 4.0 | RU$60.58 | 555 | $586 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 7.9 | 0.0% | ||||||
| Mineral Resources Ltd (AU) | MIN | 1.7 | AUD$14.66 | 188 | $1,883 | 1.15 | 1.36 | 1.51 | 10.8 | 9.7 | 1.59 | 1.64 | 2.10 | 8.9 | 7.0 | 9.2 | 0.0% | ||||||
| Mitsui Mining & Smelting (JP) | 5706 | 2.3 | JPY$2,724 | 57 | $1,435 | 58.51 | 150.70 | 245.31 | 18.1 | 11.1 | 649.22 | 725.81 | 818.96 | 3.8 | 3.3 | 6.4 | 2.7% | ||||||
| Nexa Resources NA | NEXA | 2.8 | US$8.64 | 133 | $1,151 | 0.25 | (0.38) | 0.31 | -- | 28.3 | 2.61 | 1.57 | 2.83 | 5.5 | 3.1 | -- | 0.0% | ||||||
| Outokumpu (FN) | OUT1V | 3.1 | EUR$2.75 | 416 | $1,263 | 0.34 | (0.15) | 0.13 | -- | 21.5 | 0.52 | 0.51 | 0.61 | 5.4 | 4.5 | 8.1 | 6.2% | ||||||
| Sandfire Resources NL (AU) | SFR | 2.6 | AUD$5.80 | 178 | $704 | 0.72 | 0.71 | 0.88 | 8.2 | 6.6 | 1.44 | 1.51 | 1.79 | 3.8 | 3.2 | 3.9 | 3.4% | ||||||
| Turquoise Hill Resources | TRQ | 3.0 | US$0.45 | 2012 | $896 | 0.20 | 0.06 | 0.07 | 7.1 | 6.1 | 0.09 | 0.01 | 0.08 | 45.0 | 5.5 | 6.0 | 0.0% | ||||||
| Volcan Cia Ninera | VOLABC1 | 2.3 | US$0.11 | 4077 | $1,964 | 0.01 | 0.01 | 0.01 | 11.0 | 11.0 | -- | -- | -- | -- | -- | 9.6 | 0.0% | ||||||
| Western Areas NL (AU) | WSA | 2.7 | AUD$2.98 | 274 | $553 | 0.04 | 0.18 | 0.29 | 17.0 | 10.2 | 0.32 | 0.43 | 0.50 | 6.9 | 5.9 | 10.8 | 1.0% | ||||||
| Average | 12.9 | 17.5 | 10.2 | 5.2 | 9.5 | ||||||||||||||||||
| Note: Currency shown is that used by the company for financial reporting. Currency does not always reflect the country/market in which the company/stock symbol trades. GAAP may differ between stocks due to countries and markets. | |||||||||||||||||||||||
| The tables are compiled from the Thomson Reuters database of consensus Ratings & Estimates of equity analysts. The historicals and estimates of earnings and cash flows exclude non-operating, special items. | |||||||||||||||||||||||
| Thomson Consensus Rating System: Buy (1.0), Buy/Hold (2.0), Hold (3.0), Sell/Hold (4.0), Sell (5.0) | Source: Thomson Reuters. | ||||||||||||||||||||||
| Gold | |||||||||||||||||||||||
| Large Cap | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Agnico-Eagle Mines Ltd | AEM | 2.0 | US$58.62 | 239 | $14,016 | 0.31 | 0.98 | 1.88 | 60.0 | 31.2 | 2.60 | 3.68 | 5.20 | 15.9 | 11.3 | 17.7 | 0.9% | ||||||
| Barrick Gold Corp | ABX | 2.5 | US$16.56 | 1778 | $29,408 | 0.35 | 0.51 | 0.79 | 32.4 | 21.1 | 1.51 | 1.80 | 2.33 | 9.2 | 7.1 | 10.7 | 1.0% | ||||||
| Franco-Nevada | FNV | 2.4 | US$99.10 | 189 | $18,655 | 1.17 | 1.67 | 2.11 | 59.3 | 46.9 | 2.55 | 3.20 | 3.83 | 31.0 | 25.9 | 38.5 | 1.1% | ||||||
| Kirkland Lake Gold (CA) | KL | 2.5 | C$46.90 | 210 | $9,858 | 1.36 | 2.50 | 2.76 | 18.8 | 17.0 | 2.58 | 3.97 | 4.05 | 11.8 | 11.6 | 53.4 | 0.3% | ||||||
| Newcrest Mining Ltd (AU) | NCM | 3.3 | AUD$21.29 | 769 | $16,289 | 0.66 | 0.93 | 1.12 | 22.9 | 19.0 | 1.90 | 1.99 | 2.09 | 10.7 | 10.2 | 12.5 | 1.0% | ||||||
| Newmont Goldcorp | NEM | 1.9 | US$37.61 | 820 | $30,834 | 1.34 | 1.34 | 2.38 | 28.1 | 15.8 | 3.41 | 3.84 | 5.48 | 9.8 | 6.9 | 15.4 | 1.5% | ||||||
| Polyus Gold International (UK) | PGIL | 2.0 | RU$7,084.00 | 134 | $14,872 | 617.74 | 730.68 | 844.91 | 9.7 | 8.4 | 589.63 | 866.90 | 994.93 | 8.2 | 7.1 | -- | 4.1% | ||||||
| Zijin Mining Group (HK) | 2899 | 1.8 | CNY$2.55 | 23031 | $10,564 | 0.18 | 0.18 | 0.22 | 13.9 | 11.7 | 0.44 | 0.33 | 0.45 | 7.7 | 5.6 | 19.0 | 0.0% | ||||||
| Average | 30.6 | 21.4 | 13.0 | 10.7 | 23.9 | ||||||||||||||||||
| Mid Cap | |||||||||||||||||||||||
| Alamos Gold | AGI | 2.2 | US$5.37 | 391 | $2,097 | 0.05 | 0.22 | 0.30 | 25.0 | 17.7 | 0.55 | 0.73 | 0.79 | 7.4 | 6.8 | 12.6 | 0.7% | ||||||
| AngloGold Ashanti Ltd | AU | 2.7 | US$19.85 | 415 | $8,181 | 0.51 | 1.24 | 2.30 | 16.0 | 8.6 | 2.05 | 2.57 | 3.88 | 7.7 | 5.1 | 6.5 | 0.4% | ||||||
| B2Gold Corp | BTG | 1.7 | US$3.50 | 1026 | $3,593 | 0.16 | 0.24 | 0.35 | 14.5 | 10.1 | 0.43 | 0.47 | 0.62 | 7.4 | 5.7 | 11.8 | 0.0% | ||||||
| Buenaventura (ADR) | BVN | 3.0 | US$14.73 | 276 | $4,182 | (0.02) | 0.47 | 0.81 | 31.5 | 18.1 | 1.36 | 0.64 | 1.07 | 23.0 | 13.8 | 14.5 | 0.8% | ||||||
| Centerra Gold (CA) | CG | 2.1 | US$8.07 | 294 | $2,369 | 0.26 | 0.71 | 1.08 | 11.4 | 7.5 | 0.74 | 1.48 | 2.00 | 5.4 | 4.0 | 7.0 | 0.0% | ||||||
| Detour Gold Corp (CA) | DGC | 2.1 | US$16.18 | 177 | $2,870 | 0.37 | 0.55 | 0.84 | 29.2 | 19.2 | 1.47 | 1.85 | 2.07 | 8.7 | 7.8 | 10.9 | 0.0% | ||||||
| Evolution Mining Ltd (AU) | EVN | 3.2 | AUD$3.99 | 1701 | $4,629 | 0.14 | 0.18 | 0.25 | 22.1 | 16.2 | 0.39 | 0.42 | 0.49 | 9.5 | 8.2 | 10.2 | 2.2% | ||||||
| Gold Fields Ltd (ADR) | GFI | 3.0 | US$5.35 | 829 | $4,479 | 0.07 | 0.23 | 0.51 | 23.0 | 10.6 | 0.75 | 1.10 | 1.47 | 4.9 | 3.7 | 5.2 | 0.5% | ||||||
| Kinross Gold Corp | KGC | 2.5 | US$4.21 | 1254 | $5,271 | 0.10 | 0.31 | 0.39 | 13.5 | 10.8 | 0.63 | 0.89 | 1.04 | 4.7 | 4.0 | 8.0 | 0.0% | ||||||
| Northern Star Resources (AU) | NST | 2.6 | AUD$9.28 | 649 | $4,107 | 0.30 | 0.44 | 0.69 | 21.2 | 13.5 | 0.58 | 0.78 | 1.08 | 11.9 | 8.6 | 13.5 | 1.2% | ||||||
| Polymetal International PLC (UK) | POLY | 2.3 | US$15.09 | 470 | $7,093 | 1.00 | 1.16 | 1.47 | 13.0 | 10.3 | 1.14 | 1.64 | 1.79 | 9.2 | 8.4 | 11.7 | 4.0% | ||||||
| Pretium Resources | PVG | 2.1 | US$9.23 | 196 | $1,808 | 0.54 | 0.46 | 0.90 | 20.1 | 10.3 | 1.07 | 1.18 | 1.63 | 7.8 | 5.7 | -- | 0.0% | ||||||
| Royal Gold Inc | RGLD | 3.2 | US$115.18 | 66 | $7,555 | 1.60 | 2.02 | 2.62 | 56.9 | 44.0 | 4.45 | 4.46 | 5.22 | 25.8 | 22.1 | 27.7 | 0.8% | ||||||
| Saracen Mineral Holdings (AU) | SAR | 2.8 | AUD$3.39 | 833 | $1,916 | 0.10 | 0.17 | 0.24 | 19.4 | 14.0 | 0.25 | 0.30 | 0.36 | 11.1 | 9.4 | 28.9 | 0.0% | ||||||
| Sibanye Gold Ltd (SA) | SGL | 1.8 | ZAR$28.02 | 2670 | $5,050 | (0.01) | 1.78 | 6.36 | 15.8 | 4.4 | 5.31 | 2.91 | 9.61 | 9.6 | 2.9 | 9.3 | 0.0% | ||||||
| Yamana Gold Inc | AUY | 2.5 | US$3.44 | 950 | $3,278 | 0.12 | 0.12 | 0.19 | 28.7 | 18.1 | 0.43 | 0.52 | 0.68 | 6.6 | 5.1 | 6.9 | 0.8% | ||||||
| Zhaojin Mining Industry Co Ltd (HK) | 1818 | 2.4 | CNY$7.41 | 3221 | $3,403 | 0.15 | 0.21 | 0.33 | 34.7 | 22.5 | 0.53 | 0.73 | 0.95 | 10.2 | 7.8 | 19.6 | 0.5% | ||||||
| Average | 23.3 | 15.1 | 10.1 | 7.6 | 12.8 | ||||||||||||||||||
| Small Cap | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Acacia Mining PLC (UK) | ACAA | -- | US$2.93 | 410 | $1,200 | 0.11 | 0.22 | 0.25 | 13.5 | 11.7 | 0.31 | 0.44 | 0.52 | 6.7 | 5.6 | -- | 0.0% | ||||||
| Alacer Gold Corp (CA) | ASR | 2.3 | US$4.91 | 295 | $1,444 | 0.05 | 0.39 | 0.47 | 12.7 | 10.4 | 0.33 | 0.78 | 0.92 | 6.3 | 5.3 | 52.3 | 0.0% | ||||||
| Centamin Egypt (CA) | CEE | 2.2 | US$1.48 | 1156 | $1,709 | 0.06 | 0.07 | 0.09 | 22.3 | 15.6 | 0.19 | 0.11 | 0.15 | 13.8 | 10.1 | 3.6 | 4.8% | ||||||
| Eldorado Gold Corp | EGO | 2.7 | US$7.60 | 159 | $1,214 | (0.17) | 0.13 | 0.87 | 60.6 | 8.8 | 0.42 | 1.16 | 2.15 | 6.6 | 3.5 | 10.3 | 0.0% | ||||||
| Endeavour Mining Corp (CA) | EDV | 1.7 | US$18.65 | 110 | $2,047 | 0.49 | 0.63 | 1.65 | 29.5 | 11.3 | 2.33 | 2.97 | 4.16 | 6.3 | 4.5 | 11.8 | 0.0% | ||||||
| Harmony Gold Mining Ltd | HAR | 2.1 | ZAR$48.66 | 542 | $1,779 | 1.80 | 4.65 | 7.91 | 10.5 | 6.2 | 8.56 | 13.01 | 17.34 | 3.7 | 2.8 | 7.1 | 0.0% | ||||||
| Hecla Mining Co | HL | 3.3 | US$2.39 | 496 | $1,184 | (0.11) | (0.13) | 0.04 | -- | 67.2 | 0.22 | 0.23 | 0.36 | 10.5 | 6.7 | 7.3 | 0.6% | ||||||
| Highland Gold Mining Ltd (UK) | HGM | 2.7 | US$2.49 | 364 | $906 | 0.15 | 0.27 | 0.29 | 9.4 | 8.6 | 0.37 | 0.42 | 0.45 | 6.0 | 5.6 | 7.4 | 6.1% | ||||||
| Hochschild Mining PLC (UK) | HOC | 2.2 | US$2.40 | 511 | $1,226 | 0.05 | 0.12 | 0.19 | 19.3 | 12.8 | 0.36 | 0.44 | 0.53 | 5.5 | 4.5 | 4.1 | 1.7% | ||||||
| Iamgold Corp | IAG | 2.7 | US$3.54 | 468 | $1,657 | 0.06 | 0.03 | 0.25 | NM | 14.1 | 0.41 | 0.55 | 0.90 | 6.4 | 3.9 | 4.6 | 0.0% | ||||||
| Lundin Gold Inc (CA) | LUG | 2.2 | US$5.66 | 223 | $1,260 | (0.12) | (0.16) | 0.32 | -- | 17.7 | (0.17) | (0.13) | 0.60 | -- | 9.5 | -- | 0.0% | ||||||
| Oceanagold Corp (AU) | OGC | 1.9 | US$2.35 | 622 | $1,224 | 0.20 | 0.07 | 0.24 | 33.9 | 10.0 | 0.55 | 0.35 | 0.52 | 6.6 | 4.5 | 4.8 | 0.2% | ||||||
| Osisko Gold Royalties Ltd | OR | 2.1 | C$11.33 | 144 | $1,233 | 0.20 | 0.24 | 0.33 | 46.8 | 34.6 | 0.53 | 0.65 | 0.78 | 17.4 | 14.5 | 43.8 | 1.6% | ||||||
| Regis Resources Ltd (AU) | RRL | 2.8 | AUD$4.62 | 508 | $1,593 | 0.33 | 0.37 | 0.45 | 12.4 | 10.3 | 0.53 | 0.56 | 0.60 | 8.3 | 7.7 | 8.8 | 3.0% | ||||||
| St Barbara Ltd (AU) | SBM | 2.1 | AUD$2.60 | 699 | $1,234 | 0.32 | 0.27 | 0.31 | 9.6 | 8.3 | 0.52 | 0.44 | 0.49 | 5.8 | 5.3 | 3.1 | 2.7% | ||||||
| Sandstorm Gold Ltd (CA) | SAND | 2.0 | US$6.66 | 175 | $1,165 | 0.03 | 0.08 | 0.12 | 83.3 | 53.6 | 0.24 | 0.32 | 0.39 | 20.8 | 17.2 | 31.7 | 0.0% | ||||||
| Semafo (CA) | SMF | 2.2 | US$2.08 | 334 | $694 | (0.01) | 0.28 | 0.42 | 7.5 | 4.9 | 0.34 | 0.82 | 0.95 | 2.5 | 2.2 | 5.2 | 0.0% | ||||||
| SSR Mining | SSRM | 2.3 | US$14.89 | 123 | $1,831 | 0.23 | 0.72 | 1.14 | 20.8 | 13.0 | 0.50 | 1.57 | 2.24 | 9.5 | 6.7 | 8.3 | 0.0% | ||||||
| Torex Gold Resources (CA) | TXG | 1.9 | US$14.41 | 85 | $1,226 | 0.23 | 0.74 | 1.22 | 19.4 | 11.8 | 2.68 | 3.17 | 3.17 | 4.5 | 4.5 | 8.1 | 0.0% | ||||||
| Average | 25.7 | 17.4 | 8.2 | 6.6 | 13.1 | ||||||||||||||||||
| Note: Currency shown is that used by the company for financial reporting. Currency does not always reflect the country/market in which the company/stock symbol trades. GAAP may differ between stocks due to countries and markets. | |||||||||||||||||||||||
| The tables are compiled from the Thomson Reuters database of consensus Ratings & Estimates of equity analysts. The historicals and estimates of earnings and cash flows exclude non-operating, special items. | |||||||||||||||||||||||
| Thomson Reuters Rating System: Buy (1.0), Buy/Hold (2.0), Hold (3.0), Sell/Hold (4.0), Sell (5.0) | Source: Thomson Reuters. | ||||||||||||||||||||||
| Silver | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Americas Silver Corp (CA) | USA | 1.7 | US$2.61 | 83 | $216 | (0.25) | (0.16) | 0.17 | -- | 15.3 | 0.21 | 0.08 | 0.49 | 31.3 | 5.4 | 49.5 | 0.0% | ||||||
| Coeur Mining Corp | CDE | 2.4 | US$6.29 | 241 | $1,513 | (0.01) | (0.21) | 0.19 | -- | 33.3 | 0.11 | 0.56 | 1.04 | 11.2 | 6.0 | 8.1 | 0.0% | ||||||
| Endeavour Silver Corp | EXK | 3.2 | US$2.34 | 140 | $327 | (0.10) | (0.22) | 0.01 | -- | NM | 0.21 | 0.04 | 0.23 | 58.6 | 10.4 | 9.4 | 0.0% | ||||||
| First Majestic Silver Corp | AG | 2.6 | US$10.60 | 205 | $2,170 | (0.21) | 0.04 | 0.16 | NM | 67.3 | 0.18 | 0.53 | 0.81 | 19.9 | 13.1 | 19.6 | 0.0% | ||||||
| Fortuna Silver Mines | FSM | 2.2 | US$3.03 | 160 | $486 | 0.24 | 0.19 | 0.49 | 16.0 | 6.2 | 0.52 | 0.36 | 0.96 | 8.3 | 3.2 | 6.6 | 0.0% | ||||||
| Fresnillo (UK) | FRES | 2.6 | US$8.05 | 737 | $5,935 | 0.46 | 0.24 | 0.35 | 32.9 | 23.2 | 1.09 | 0.90 | 1.01 | 9.0 | 8.0 | 6.3 | 2.9% | ||||||
| MAG Silver Corp | MAG | 1.9 | US$10.01 | 86 | $864 | (0.09) | (0.05) | 0.27 | -- | 36.7 | (0.05) | (0.04) | 0.07 | -- | NM | -- | 0.0% | ||||||
| Pan American Silver | PAAS | 2.2 | US$18.41 | 210 | $3,856 | 0.39 | 0.50 | 0.85 | 37.0 | 21.6 | 1.01 | 1.44 | 2.49 | 12.8 | 7.4 | 14.9 | 0.9% | ||||||
| Silvercorp Metals Inc | SVM | 2.0 | US$4.80 | 172 | $827 | 0.21 | 0.21 | 0.23 | 22.6 | 20.7 | 0.40 | 0.41 | 0.41 | 11.8 | 11.7 | -- | 0.6% | ||||||
| Wheaton Precious Metals | WPM | 1.9 | US$26.94 | 447 | $12,045 | 0.48 | 0.57 | 0.85 | 47.3 | 31.6 | 1.22 | 1.17 | 1.50 | 23.0 | 18.0 | 21.4 | 1.4% | ||||||
| Average | 31.1 | 28.4 | 20.7 | 9.2 | 17.0 | ||||||||||||||||||
| Platinum Group Metals | |||||||||||||||||||||||
| African Rainbow Minerals (SA) | ARI | 2.3 | ZAR$155.00 | 222 | $2,323 | 25.61 | 29.17 | 28.55 | 5.3 | 5.4 | 13.97 | 17.57 | 22.89 | 8.8 | 6.8 | 32.8 | 7.1% | ||||||
| Anglo American Platinum Ltd (SA) | AMS | 3.0 | ZAR$1,176.14 | 270 | $21,412 | 28.22 | 66.64 | 85.03 | 17.6 | 13.8 | 59.17 | 80.66 | 98.10 | 14.6 | 12.0 | 33.7 | 2.2% | ||||||
| Impala Platinum (SA) | IMP | 2.3 | ZAR$109.78 | 799 | $6,428 | 1.23 | 9.85 | 16.47 | 11.2 | 6.7 | 9.05 | 16.10 | 18.09 | 6.8 | 6.1 | 30.1 | 0.0% | ||||||
| Lonmin PLC (UK) | LMI | -- | US$0.96 | 290 | $278 | -- | 0.41 | 0.40 | 2.3 | 2.4 | -- | 0.48 | 0.02 | 2.0 | 62.9 | -- | 0.0% | ||||||
| North American Palladium Ltd (CA) | PDL | 2.0 | C$19.64 | 59 | $873 | 2.29 | 2.18 | 2.46 | 9.0 | 8.0 | 4.23 | 4.09 | -- | 4.8 | -- | -- | 1.3% | ||||||
| Northam Platinum Ltd (SA) | NHM | 2.1 | ZAR$107.48 | 510 | $3,699 | (0.92) | 3.96 | 9.35 | 27.1 | 11.5 | 3.39 | 12.71 | 18.38 | 8.5 | 5.8 | 75.1 | 0.0% | ||||||
| Average | 12.1 | 8.0 | 7.6 | 18.7 | 42.9 | ||||||||||||||||||
| Diamonds & Gems | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| AK Alrosa PAO (RU) | ALRS | 2.6 | RU$33.75 | 7365 | $8,940 | 12.29 | 7.82 | 10.53 | 4.3 | 3.2 | 17.41 | 8.86 | 13.01 | 3.8 | 2.6 | 3.6 | 10.7% | ||||||
| Lucara Diamond Corp (CA) | LUC | 2.0 | US$0.64 | 397 | $252 | 0.03 | 0.03 | 0.05 | 19.9 | 11.9 | 0.11 | 0.14 | 0.14 | 4.7 | 4.5 | 1.3 | 9.0% | ||||||
| Mountain Province Diamonds (CA) | MPVD | 2.3 | US$1.20 | 210 | $191 | (0.10) | (0.09) | 0.07 | -- | 16.4 | 0.69 | 0.41 | 0.64 | 3.0 | 1.9 | -- | 3.2% | ||||||
| Petra Diamonds Ltd (UK) | PDL | 2.5 | US$0.12 | 865 | $102 | (0.01) | (0.01) | 0.01 | -- | 8.6 | 0.12 | 0.10 | 0.10 | 1.1 | 1.1 | 4.3 | 0.0% | ||||||
| Average | 12.1 | 10.0 | 3.1 | 2.5 | 3.1 | ||||||||||||||||||
| Fertilizers | |||||||||||||||||||||||
| Arab Potash Co (JR) | APOT | -- | JOD$19.75 | 83 | $2,328 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 15.3 | 6.3% | ||||||
| CF Industries | CF | 2.4 | US$45.93 | 217 | $9,987 | 1.24 | 2.28 | 2.67 | 20.2 | 17.2 | 6.40 | 6.81 | 7.25 | 6.7 | 6.3 | 19.1 | 2.4% | ||||||
| Compass Minerals | CMP | 2.3 | US$55.71 | 34 | $1,888 | 1.93 | 2.14 | 3.76 | 26.0 | 14.8 | 5.63 | 5.39 | 9.50 | 10.3 | 5.9 | 11.9 | 5.1% | ||||||
| Incitec Pivot Ltd (AU) | IPL | 2.9 | AUD$3.41 | 1606 | $3,716 | 0.18 | 0.12 | 0.19 | 29.6 | 18.1 | 0.36 | 0.29 | 0.40 | 11.8 | 8.6 | 10.8 | 1.4% | ||||||
| Israel Chemical (IS) | ICL | 2.0 | US$4.61 | 1280 | $5,902 | 0.37 | 0.41 | 0.42 | 11.3 | 10.9 | 0.48 | 0.77 | 0.73 | 6.0 | 6.3 | 8.0 | 4.2% | ||||||
| K & S Aktiengesellschaft (GR) | SDF | 2.5 | EUR$11.26 | 191 | $2,375 | 0.22 | 0.75 | 1.11 | 15.0 | 10.1 | 1.61 | 2.81 | 2.93 | 4.0 | 3.8 | 9.7 | 2.0% | ||||||
| Mosaic Co | MOS | 2.3 | US$19.75 | 379 | $7,481 | 2.12 | 0.52 | 1.46 | 38.3 | 13.5 | 3.75 | 3.35 | 3.60 | 5.9 | 5.5 | 10.5 | 0.7% | ||||||
| Nutrien Ltd | NTR | 2.0 | US$49.37 | 573 | $28,258 | 2.69 | 2.40 | 3.06 | 20.6 | 16.1 | 3.28 | 6.98 | 6.04 | 7.1 | 8.2 | -- | 0.0% | ||||||
| Sociedad Quimica Minera (ADR) | SQM | 3.0 | US$24.57 | 263 | $6,457 | 1.67 | 1.12 | 1.32 | 21.9 | 18.6 | 1.99 | 1.77 | 1.80 | 13.9 | 13.7 | 9.3 | 4.9% | ||||||
| Yara International ASA (NO) | YAR | 2.5 | NOK$37.84 | 272 | $10,226 | 1.68 | 3.07 | 3.64 | 12.3 | 10.4 | 2.77 | 6.53 | 6.46 | 5.8 | 5.9 | 8.6 | 1.7% | ||||||
| Average | 21.7 | 14.4 | 7.9 | 7.1 | 11.5 | ||||||||||||||||||
| Note: Currency shown is that used by the company for financial reporting. Currency does not always reflect the country/market in which the company/stock symbol trades. GAAP may differ between stocks due to countries and markets. | |||||||||||||||||||||||
| The tables are compiled from the Thomson Reuters database of consensus Ratings & Estimates of equity analysts. The historicals and estimates of earnings and cash flows exclude non-operating, special items. | |||||||||||||||||||||||
| Thomson Reuters Rating System: Buy (1.0), Buy/Hold (2.0), Hold (3.0), Sell/Hold (4.0), Sell (5.0) | Source: Thomson Reuters. | ||||||||||||||||||||||
| Uranium | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Cameco Corp | CCJ | 2.4 | C$12.66 | 396 | $3,783 | 0.53 | (0.01) | 0.09 | -- | NM | 1.68 | 0.87 | 0.84 | 14.6 | 15.0 | 8.8 | 0.6% | ||||||
| Denison Mines | DNN | 2.1 | US$0.58 | 590 | $258 | (0.04) | (0.04) | (0.03) | -- | -- | (0.04) | (0.04) | (0.03) | -- | -- | -- | 0.0% | ||||||
| Energy Resources Australia (AU) | ERA | 4.0 | AUD$0.21 | 518 | $72 | 0.04 | (0.05) | (0.02) | -- | -- | (0.15) | 0.12 | 0.03 | 1.7 | 6.8 | -- | 0.0% | ||||||
| Uranium Participation Corp (CA) | U | 2.1 | C$4.21 | 138 | $439 | (0.03) | 0.16 | 0.26 | 26.0 | 16.0 | (0.04) | (0.04) | (0.04) | -- | -- | -- | 0.0% | ||||||
| Average | 26.0 | 16.0 | 8.1 | 10.9 | 8.8 | ||||||||||||||||||
| Coal | |||||||||||||||||||||||
| Large - Mid Cap | Price | Shrs O/S | Mkt Cap | Earnings Per Share | Price/Earnings | Cash Flow Per Share | Price/Cash Flow | EV/EBITDA | Div Yld | ||||||||||||||
| Symbol | Rating | 15-Nov-19 | (MM) | (US$MM) | 2018 | 2019E | 2020E | 2019E | 2020E | 2018 | 2019E | 2020E | 2019E | 2020E | 2019E | % | |||||||
| Adaro Energy TBK (ID) | ADRO | 2.5 | US$0.10 | 31986 | $3,044 | 0.01 | 0.01 | 0.01 | 8.0 | 7.0 | 0.03 | 0.02 | 0.02 | 4.6 | 3.9 | 5.1 | 4.1% | ||||||
| Banpu Public Co Ltd (TH) | BANPU | 3.2 | THB$0.38 | 5162 | $1,949 | 0.08 | 0.03 | 0.04 | 13.9 | 10.2 | 0.08 | 0.09 | 0.08 | 4.4 | 4.9 | 16.3 | 5.8% | ||||||
| China Coal Energy Co (HK) | 1898 | 2.2 | CNY$2.72 | 13259 | $7,658 | 0.34 | 0.51 | 0.45 | 5.4 | 6.0 | 1.54 | 1.48 | 1.52 | 1.8 | 1.8 | 11.7 | 2.7% | ||||||
| China Shenhua Energy Co (HK) | 1088 | 2.2 | CNY$13.59 | 19890 | $46,295 | 2.22 | 2.22 | 2.15 | 6.1 | 6.3 | 4.44 | 4.06 | 3.47 | 3.3 | 3.9 | 4.4 | 6.3% | ||||||
| Consol Energy | CNX | 2.9 | US$8.62 | 187 | $1,608 | 1.36 | 0.57 | 0.49 | 15.2 | 17.7 | 4.13 | 4.00 | 4.09 | 2.2 | 2.1 | 7.4 | 0.0% | ||||||
| Whitehaven Coal Lyd (AU) | WHC | 2.3 | AUD$3.15 | 1026 | $2,193 | 0.54 | 0.39 | 0.24 | 8.0 | 12.9 | 0.87 | 0.66 | 0.45 | 4.8 | 6.9 | 7.5 | 0.0% | ||||||
| Yancoal Australia Lyd | YAL | -- | AUD$2.97 | 1320 | $2,661 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.0% | ||||||
| Yanzhou Coal Mining Co Ltd (HK) | 1171 | 2.6 | CNY$5.99 | 4912 | $5,965 | 1.75 | 1.83 | 1.68 | 3.3 | 3.6 | 3.71 | 3.61 | 3.53 | 1.7 | 1.7 | 16.8 | 0.0% | ||||||
| Average | 8.6 | 9.1 | 3.3 | 3.6 | 9.9 | ||||||||||||||||||
| Small Cap | |||||||||||||||||||||||
| Fushan Int'l Energy Group (HK) | 639 | 2.2 | HK$1.62 | 5302 | $1,097 | 0.21 | 0.22 | 0.23 | 7.3 | 7.0 | 0.31 | 0.29 | 0.33 | 5.6 | 4.9 | 6.7 | 10.0% | ||||||
| NLC India Ltd (IN) | NLCINDIA | -- | INR$54.25 | 1387 | $1,045 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 8.0 | -- | ||||||
| New Hope Corp Ltd (AU) | NHC | 2.6 | AUD$2.21 | 832 | $1,247 | 0.31 | 0.27 | 0.21 | 8.1 | 10.7 | 0.44 | 0.37 | 0.35 | 6.0 | 6.3 | 14.1 | 6.8% | ||||||
| PT Tambang Batubara Bukit (ID) | PTBA | 3.0 | IDR$2,510 | 11521 | $2,054 | 477.00 | 386.07 | 359.74 | 6.5 | 7.0 | 746.44 | 326.40 | 383.19 | 7.7 | 6.6 | 8.8 | 15.0% | ||||||
| PT Bumi Resources (ID) | BUMI | -- | US$0.01 | 65477 | $358 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.0% | ||||||
| Average | 7.3 | 8.2 | 6.4 | 5.9 | 9.4 | ||||||||||||||||||
| Limited Partnership | |||||||||||||||||||||||
| Alliance Resource Partners LP | ARLP | 2.7 | US$12.32 | 128 | $1,579 | 2.99 | 1.42 | 0.83 | 8.7 | 14.8 | 5.31 | 2.61 | 1.90 | 4.7 | 6.5 | 3.3 | 13.3% | ||||||
| Natural Resource Partners LP | NRP | 3.0 | US$22.14 | 12 | $271 | 6.43 | 4.98 | 4.12 | 4.4 | 5.4 | 9.19 | 7.06 | 5.28 | 3.1 | 4.2 | 3.4 | 7.1% | ||||||
| Average | 6.6 | 10.1 | 3.9 | 5.3 | 3.4 | ||||||||||||||||||
| Note: Currency shown is that used by the company for financial reporting. Currency does not always reflect the country/market in which the company/stock symbol trades. GAAP may differ between stocks due to countries and markets. | |||||||||||||||||||||||
| The tables are compiled from the Thomson Reuters database of consensus Ratings & Estimates of equity analysts. The historicals and estimates of earnings and cash flows exclude non-operating, special items. | |||||||||||||||||||||||
| Thomson Reuters Rating System: Buy (1.0), Buy/Hold (2.0), Hold (3.0), Sell/Hold (4.0), Sell (5.0) | Source: Thomson Reuters. | ||||||||||||||||||||||
| Recent and Forecast Commodity Prices | |||||||||||||||||||||||
| Cash Price (15-Nov-19) | |||||||||||||||||||||||
| Aluminum ($0.79 / lb) | |||||||||||||||||||||||
| Cobalt ($16.10 / lb) | |||||||||||||||||||||||
| Copper ($2.64 / lb) | |||||||||||||||||||||||
| Lead ($0.91 / lb) | |||||||||||||||||||||||
| Molybdenum ($8.79 / lb) | |||||||||||||||||||||||
| Nickel ($6.80 / lb) | |||||||||||||||||||||||
| Tin ($7.39 / lb) | |||||||||||||||||||||||
| Zinc ($1.10 / lb) | |||||||||||||||||||||||
| Gold ($1468 / oz) | |||||||||||||||||||||||
| Palladium ($1686 / oz) | |||||||||||||||||||||||
| Platinum ($888 / oz) | |||||||||||||||||||||||
| Silver ($16.94 / oz) | |||||||||||||||||||||||
| Uranium ($24.65 / lb) | |||||||||||||||||||||||
| Base metal prices are LME cash prices quoted in US$ per lb. Precious metal prices are London spot prices quoted in US$ per oz. | Sources: LME, Kitco, Platts | ||||||||||||||||||||||
Bill Matlack is associated with Scarsdale Equities LLC, a registered broker/dealer and member FINRA, SIPC.
William Matlack
Scarsdale Equities LLC
10 Rockefeller Plaza - Suite 720
New York, NY 10020
(646) 775-4829
wmatlack@scarsdale-equities.com
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.
 |
