Bernstein: 3 of 7

S11D’s ramp-up helped Vale reduce C1 cash costs in the September quarter
PROFIT & LOSS

Vale H2 dividend forecast at US$2.3B

Net debt at lowest level in nine years

25 October 2018

Grades are rising at Antofagasta's Centinela mine in Chile
BASE METALS

Antofagasta narrows 2018 guidance to lower end

Full-year 2019 guidance set at higher 750,000-790,000t

24 October 2018

Repair work and inspection on the slurry pipeline at Anglo's Minas-Rio iron ore operation should be completed in the December quarter
BASE METALS

Anglo ups platinum, palladium guidance

Minas-Rio work expected to be completed in December quarter

23 October 2018

Bernstein analysts see iron ore demand outgrowing supply over the 2019-2025 period
BULKS

Iron ore price recovery expected as deficit emerges

Bernstein analysts forecast long-term price of US$75/t to attract investment

03 September 2018

Antofagasta expects better grades and stockpile sales at Los Pelandres to boost H2 results
PROFIT & LOSS

Antofagasta H1 dividend down on lower earnings

Weak first half expected to be balanced out by stronger H2

14 August 2018

The ramp-up of Katanga’s whole ore leach project remains on track
PROFIT & LOSS

Record half for Glencore despite challenges

Major bullish on balance sheet after half dominated by DOJ investigation, legal fights and buyback

08 August 2018

The restart and ramp-up of Katanga boosted copper and cobalt production for the first half of 2018
BASE METALS

Glencore H1 copper, cobalt rises

Katanga restart, ramp-up boosts production

31 July 2018

Repair work on the slurry pipeline at Anglo's Minas-Rio iron ore operation is on track to be completed in the December quarter
BASE METALS

Copper, met coal drive Anglo's June quarter

Copper equivalent production up 6% excluding Minas-Rio

19 July 2018

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

RESOURCE STOCKS

Low-Cost, High-Quality Uganda Graphite Project

Investment rationale behind Blencowe Resources’ Orom-Cross graphite project in Uganda.

RESOURCE STOCKS

Lindian moving to develop 'the king' of rare earth projects

Company also aiming to commercialise plus-1Bt bauxite assets

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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