Sector "Ore Enrichment Plants"
Sector companies
Analyst comments
09.07.10
|
Korshunovsky GOK gets on with 85% capacity load | Metals |
20.02.08
|
Norilsk Nickel and Gazmetall: merger is possible | Metals, Non-Ferrous Metals, Mikhailovsky GOK |
|
19.02.08
|
Iron ore prices to jump 65% in 2008 | Metals, Karelski Okatysh |
|
03.08.07
|
Gazmetall announces mandatory buyout offer for Lebedinsky GOK shares | Metals, Lebedinsky GOK |
| 03.04.06 | Upbeat valuation of Severstal’s mining assets | Metals, Ferrous Metals, Karelski Okatysh, Severstal |
Equity research notes
| 15.10.07 | Stoylensky GOK: Undervalued Subsidiary of NLMK | |
| 09.03.04 | Iron ore prices are rising in line with all metal commodities. As a result, Russia’s raw material and metal producers are striving to enter foreign markets where prices are higher. Domestic producers are understandably interested in exercising control over "raw material" assets in order to keep ore supplies at "their own" prices. In view of this, mining and processing integrated works (MPIWs) have long found ways and means to solve the supply issue. Companies without their own raw material reserves are forced to pay a lot for MPIWs to their current owners or tap new fields. In our opinion, the investment appeal of MPIWs is destined to grow, since global metal trends are looking bullish in the short and mid-term outlook. |