Blue Nile Inc

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  • uploads///AISC
    Company & Industry Overviews

    What’s the Production Upside for Stillwater in the Long Term?

    Stillwater is ramping up Blitz, a new project and its main development asset. The company expects the first product from it in mid-2018.

    By Anuradha Garg
  • uploads///Cost curve
    Company & Industry Overviews

    Can Stillwater Defend Its Place on the Cost Curve?

    Stillwater Mining is in the first quartile of the industry cost curve. This is due to its robust cost structure, higher productivity, higher grades, and stable input costs.

    By Anuradha Garg
  • uploads///Russia
    Macroeconomic Analysis

    Why Russia’s Industrial Production Fell in September

    According to the Federal State Statistics Service, Russia’s industrial production index (IIP) fell to 3.7% in September, compared to a fall of 4.3% in August 2015, YoY.

    By Lara Sheldon
  • uploads///Transaction rationale
    Miscellaneous

    What Will Sibanye Achieve through the Stillwater Deal?

    The acquisition will add a significant long-term production upside from Blitz as well as recycling capabilities through the Columbus metallurgical complex.

    By Anuradha Garg
  • uploads///Corrlelated Fate An Energy MF and the LETRX
    Macroeconomic Analysis

    Energy Export Dependency Hurt the Russian Economy

    The Russian economy is dependent on oil and gas exports. Because of this, looking at terms of trade for Russia is important.

    By David Ashworth
  • uploads///Stillwater assets
    Miscellaneous

    Are Stillwater Mining’s Assets Value Accretive for Sibanye Gold?

    Stillwater Mining (SWC) is the only US-based miner of PGM (platinum-group metals) and the largest producer outside of Russia and South Africa.

    By Anuradha Garg
  • uploads///Balance sheet
    Company & Industry Overviews

    Stillwater Mining’s Balance Sheet against Its Global Peers

    Despite lower PGM (platinum group metals) prices, Stillwater Mining (SWC) has a strong balance sheet and maintained a position of strong net cash at the end of 2015.

    By Anuradha Garg
  • uploads///Aluminium
    Basic Materials

    Why aluminum, manganese, and nickel had mixed production results

    BHP is a major worldwide producer of aluminum, manganese alloy, and nickel. Its portfolio includes aluminum operations in southern Africa, Australia, and South America.

    By Anuradha Garg
  • uploads///Productivity
    Company & Industry Overviews

    How Is Stillwater Cutting Costs to Stay Ahead of Platinum Prices?

    Stillwater Mining (SWC) has seen a significant increase in recovery rates, which is one of the best in the PGM (platinum group metals) industry.

    By Anuradha Garg
  • uploads///Prioce performance
    Company & Industry Overviews

    Why Has Stillwater Mining Underperformed Its Peers in 2016?

    Stillwater Mining (SWC) has underperformed its peers YTD as of March 2, 2016. It has, however, outperformed palladium prices with a rise of 3%.

    By Anuradha Garg
  • uploads///Mining jurisdictions
    Company & Industry Overviews

    Where Does Stillwater Rank in Terms of Mining Risk?

    Stillwater Mining (SWC) exhibits strong leverage to palladium prices. It has lower geopolitical mining risk than South African PGM (platinum group metals) producers.

    By Anuradha Garg
  • uploads///Russias Economc Growth Projections
    Macroeconomic Analysis

    Where Is Russia Headed? The World Bank Has Made Its Prediction

    According to the World Bank’s baseline projections, Russia’s economy will remain in recession through 2016.

    By David Ashworth
  • uploads///Nickel
    Basic Materials

    Nickel plays an important role in the future of Vale SA

    Analysts are watching Vale’s base metals division to see if it can offset the falling revenue from iron ore. The production profile is well supported by ramp-ups and productivity gains.

    By Anuradha Garg
  • uploads///Aluminium
    Basic Materials

    BHP’s aluminum, manganese, and nickel production was mixed

    Aluminum demand growth has been strong. New supply is expected to continue curtailing high-cost capacity. This should benefit BHP and its peers.

    By Anuradha Garg
  • uploads///Conclusion
    Miscellaneous

    Sibanye’s and Stillwater’s Take on Platinum-Group Metals Prices

    Sibanye has become bullish on palladium in the last six to nine months. It’s worth noting that palladium has outperformed other precious metals year-to-date.

    By Anuradha Garg
  • uploads///Conclusion
    Company & Industry Overviews

    Stillwater Mining’s Outlook for Palladium and Platinum

    Stillwater Mining believes that underlying industrial demand for palladium remains strong with structural deficits in the palladium market. Management is more positive on palladium than platinum.

    By Anuradha Garg
  • uploads///Nickel
    Earnings Report

    Vale Reports Best 1st-Quarter Nickel Production Volume

    Vale (VALE) nickel production in 1Q15 delivered 69,200 tons. As far as nickel production is concerned, this is the company’s best first-quarter performance.

    By Anuradha Garg
  • uploads///Base metals
    Earnings Report

    Is Base Metals IPO a Near-Term Possibility for Vale?

    Vale’s management has indicated that it could go for base metals IPO if it can generate EBIDTA of $4 billion to $6 billion against $2.5 billion in 2014.

    By Anuradha Garg
  • uploads///Aluminum
    Earnings Report

    BHP reports strong results for aluminum, manganese, and nickel

    BHP aluminum production declined by 16% in 1H15 to 517 kilotons.

    By Anuradha Garg
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