Sector "Ore Enrichment Plants"

Analyst comments on the sector

02/20/2008 Norilsk Nickel and Gazmetall: merger is possible
Comment also related to: Non-Ferrous Metals, Metals, Mihailovsky GOK, Михайловский ГОК

02/19/2008 Iron ore prices to jump 65% in 2008
Comment also related to: Metals, Karelski Okatysh, Карельский Окатыш

08/03/2007 Gazmetall announces mandatory buyout offer for Lebedinsky GOK shares
Comment also related to: Metals, Lebedinsky GOK, Лебединский ГОК

04/03/2006 Upbeat valuation of Severstal’s mining assets
Comment also related to: Metals, Ferrous Metals, Karelski Okatysh, Severstal, Карельский Окатыш, Северсталь

Equity research notes on the sector

10/15/2007  Stoylensky GOK: Undervalued Subsidiary of NLMK
Research note also related to: Metals, Stoilensky GOK

03/09/2004  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.
Research note also related to: Metals, Karelski Okatysh (Karelian Pellet), Lebedinsky GOK, Mihailovsky GOK