
Nucor Corp NYSE:NUE Basic Materials : Iron & Steel Large Cap Value.$33.34 ( August,16.2011)
Nucor Corporation and its affiliates (Nucor) manufacture steel and steel products. Nucor also produces direct reduced iron (DRI) for use in the Company's steel mills. It operates in three segments: steel mills, steel products and raw materials. The steel mills segment produces sheet steel (hot and cold-rolled), plate steel, structural steel and bar steel. The steel products segment produces steel joists and joist girders, steel deck, fabricated concrete reinforcing steel, cold finished steel, steel fasteners, metal building systems, steel grating and expanded metal, and wire and wire mesh. In the raw materials segment, it produces DRI; brokers ferrous and nonferrous metals, pig iron, hot briquetted iron (HBI) and DRI; supplies ferro-alloys, and processes ferrous and nonferrous scrap metal. During the year ended December 31, 2010, it entered into an agreement with Mitsui & Co. (U.S.A.) to form a newly created company, NuMit LLC, in which it owns a 50% interest.
NUE reported 2nd quarter 2011 earnings of $0.94 per share on July 21, 2011. This beat the $0.81 consensus of the 13 analysts covering the company.
Price/Earnings (TTM) 23.5x. Price/Sales (TTM) 0.61x. Price/Book (MRQ) 1.48x. Price/Cash Flow (TTM) 9.61x.
1915 Rexford Road Charlotte, NC 28211
Phone: (704) 366-7000 Fax: (704) 362-4208
Cliffs Natural Resources Inc NYSE:CLF Basic Materials : Metal Mining Large Cap Growth. $75.70 ( August 16, 2011)
Cliffs Natural Resources Inc. is an international mining and natural resources company. The Company is a producer of iron ore pellets in North America and metallurgical coal, and a supplier of direct-shipping lump and fines iron ore out of Australia. Its operations are managed into groups: North American Iron Ore; North American Coal; Asia Pacific Iron Ore; Asia Pacific Coal; Latin American Iron Ore; Alternative Energies; Ferroalloys; and Global Exploration Group. In North America, it operates six iron ore mines in Michigan, Minnesota and Eastern Canada, five metallurgical coal mines located in West Virginia and Alabama and one thermal coal mine located in West Virginia. On January 27, 2010, it acquired Freewest. On February 1, 2010, it acquired interests in Wabush. October 6, 2010, it acquired Spider. On July 30, 2010, it acquired all of the coal operations of privately owned INR. In May 2011, it acquired Consolidated Thompson Iron Mines Limited.
Cliffs Natural Resources Inc. is an international mining and natural resources company. A member of the S&P 500 Index, the Company is a major global iron ore producer and a significant producer of high- and low-volatile metallurgical coal. Cliffs’ strategy is to continually achieve greater scale and diversification in the mining industry through a focus on serving the world’s largest and fastest growing steel markets. Driven by the core values of social, environmental and capital stewardship, Cliffs associates across the globe endeavor to provide all stakeholders operating and financial transparency.
http://ir.cliffsnaturalresources.com/
Price/Earnings (TTM) 6.99x. Price/Sales (TTM) 1.95x. Price/Book (MRQ) 2.03x. Price/Cash Flow (TTM) 6.13x.
1100 Superior Avenue Cleveland, OH 44114
Phone: (216) 694-5700 Fax: (216) 694-4880
Randgold Resources Ltd NASDAQ:GOLD Basic Materials : Gold & Silver Mid Cap Growth Based in UK - Jersey. $105.32 (August 16, 2011)
Randgold Resources Limited is engaged in gold mining, exploration and related activities. As of December 31, 2010, the Company's activities were focused on West and Central Africa. In Mali, the Company has an 80% interest in the Loulo mine, through Somilo SA. The Company also owns a 50% interest in Morila Limited, which in turn owns an 80% interest in Morila SA, the owner of the Morila mine in Mali. In addition, it owns an 89% interest in the Tongon mine located in the neighboring country of Cote d'Ivoire, which was commissioned in November 2010. Randgold Resources Limited owns an 83.25% interest in the Massawa project in Senegal. It also has exploration permits and licenses, covering areas in Burkina Faso, Cote d'Ivoire, Democratic Republic of the Congo, Mali and Senegal. As of December 31, 2010, it had proven and probable reserves of 16.39 million ounces attributable to its percentage ownership interests in Loulo, Morila, Tongon, Gounkoto, Massawa and Kibali.
As we noted in last year’s annual report, 2010 was a year in which Randgold would have to deal with a wide range of operational and developmental issues as it
continued its rapid growth into a complex and multi-faceted mining business. That it has improved its profit - to the extent that the board has been able to proposean 18% increase in the dividend - and kept the progress of its projects on track in very difficult circumstances is a tribute to Mark Bristow and his team. Once again, Randgold has shown that its real strength is its people - people whose skills, tenacity, commitment and courage form the foundation for building a sustainable business.
http://www.randgoldresources.com/
Price/Earnings (TTM) 45.7x. Price/Sales (TTM) 11.96x. Price/Book (MRQ) 4.84x. Price/Cash Flow (TTM) 31.48x
La Motte Chambers Jersey JE1 1BJ Jersey
Phone: (*) 735-333 Fax: (*) 735-444
Kaiser Aluminum Corp NASDAQ:KALU Basic Materials : Metal Mining Small Cap Growth.$48.08 (August 16, 2011)
Kaiser Aluminum Corporation is engaged in the production of semi-fabricated specialty aluminum products. In addition to the Fabricated Products segment, it also has three other business units, which consist of Secondary Aluminum, Hedging, and Corporate and Other. The Secondary Aluminum business unit sells value-added products, such as ingot and billet, produced from Anglesey Aluminium Limited (Anglesey). Its Hedging business unit conducts hedging activities primarily in respect of its exposure to metal-price risks related to its firm price customer sales contracts. Its Corporate and Other business unit provides general and administrative support for its operations. The Company combines the three other business units, Secondary Aluminum, Hedging and the Corporate and Other, into one category, which it refers to as All Other. On January 1, 2011, the Company completed the acquisition of Alexco, L.L.C. (Alexco).
FOOTHILL RANCH, Calif., Aug. 8, 2011 (GLOBE NEWSWIRE) -- Kaiser Aluminum Corporation (Nasdaq:KALU) today announced plans to further expand heat treat plate capacity at its Trentwood rolling mill in Spokane, Washington. The investment of approximately $21 million to debottleneck various processing centers is expected to increase the rolling mill's heat treat plate capacity approximately 5% as it comes on stream during 2013
http://investors.kaiseraluminum.com/releases.cfm
Price/Earnings (TTM) 42.85x. Price/Sales (TTM) 0.77x. Price/Book (MRQ) 0.95x. Price/Cash Flow (TTM) 20.04x
27422 Portola Parkway Foothill Ranch, CA 92610
Phone: (949) 614-1740
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