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Alta Copper Corp. T.DNT


Primary Symbol: T.ATCU

ALTA COPPER CORP. IS AN EMERGING COPPER DEVELOPER ADVANCING WITH THE GLOBAL SHIFT TOWARD ELECTRIFICATION AND DECARBONIZATION. Alta Copper Corp. is focused on the development of its 100% owned Cañariaco advanced staged copper project. Cañariaco comprises 97 square kilometers of highly prospective land located 150 kilometers northeast of the City of Chiclayo, Peru, which include the Cañariaco Norte deposit, Cañariaco Sur deposit and Quebrada Verde prospect, all within a 4km NE-SW trend in northern Peru¿s prolific mining district. Cañariaco is one of the largest copper deposits in the Americas not held by a major.


TSX:ATCU - Post by User

Bullboard Posts
Comment by cadavalon Jul 25, 2011 1:03pm
379 Views
Post# 18869160

RE: DNT NOT slipping off the radar

RE: DNT NOT slipping off the radar

July 20, 2011

METALS MORNING NOTE

_____________________________________________________________________________________________________

Commodity News:

Aluminum

Alcoa is confident that there is no sign of a downturn in global demand for base

metals

Copper

Prices fall for the first day in four

Iron Ore – I

Iron ore prices remain firm, but investors remain wary

Iron Ore – II

BHP Billiton’s Q4 FY 2011 iron ore output rises 14% YoY due to strong demand

from the usual suspect: China!

Nickel

No worries of a cyclical downturn

Industry News:

M&A – I

“We would have to make [copper] acquisitions…”: Vale SA

M&A – II

India looks for energy

Company News:

Oceanic Iron Ore Corp. (FEO – TSX-v - Cdn
.39; Target Cdn$1.10;

SPECULATIVE BUY) – 143.2 M Shares Outstanding

On track as drill hole twinning continues to confirm historic results and point to

expansion potential at Hopes Advance

Earnings Calendar

Metals,

Minerals &

Materials

Disclaimer Note: In accordance with

NASD Rule 2711 and IDA Policy No.

11, Salman Partners Inc. refers the

reader to the end of our research

report and to our website

(www.salmanpartners.com) for our

firm’s specific disclosures, policies

and procedures in respect of

research analysts and research

reports. With respect to the

individual company disclosure

requirements, please refer to the

specific individual company report

located on our website. This report is

distributed in the U.S. by Salman

Partners (USA) Inc. and was

prepared by its Canadian Broker

Dealer affiliate, Salman Partners Inc.

Please refer to the end of this report

for the disclosure statements,

including the Analyst’s Certification.

Analysts employed by non-U.S.

affiliates are not registered pursuant

to NASD rules.

Senior Mining Analyst

Raymond Goldie – 416-214-2749

rgoldie@salmanpartners.com

Investment Analysts

Mike Plaster – 604-622-5295

mplaster@salmanpartners.com

David West – 604-622-5569

dwest@salmanpartners.com

Ash Guglani – 604-622-5293

aguglani@salmanpartners.com

Ike Kaja – 416-360-5890

ikaja@salmanpartners.com

Research Associates

Rajiv Mukhi

Paul Bruchet

COMMODITY UPDATES

GOLD SILVER PLATINUM PALLADIUM

Spot (US$/Oz) $1,587.32 ??$1.13 $38.64 ??
.43
$1,765.50 ??$1.40 $790.50 ??$1.25

Futures (US$/Oz) $1,590.00 ??$11.10 $38.75 ??$1.47 $1,769.20 ??$7.10 $791.50 ??$6.80

12-Month Lease Rates 0.32% ?? 0.77% ?? 0.04% ?? 0.04% ??

(US$/lb) COPPER LEAD ZINC H.G.ALUMINUM NICKEL

LME Cash $4.43 ??
.02
$1.23 ??
.01
$1.10 ??
.01
$1.14 - $10.84 ??
.08

LME 3 Month $4.44 ??
.03
$1.24 ??
.01
$1.12 ??
.01
$1.15 - $10.89 ??
.06

LME Inventory (T) 467,700 ?? 310,275 ?? 880,075 ?? 4,407,550 ?? 101,928 ??

INV. CHANGE (T) 300 1,025 -3,825 -8,875 342

THERMAL COAL (US$/TON) (19/07/11) AND

FERROALLOYS

ELECTRICITY ($/MW-hr) AND URANIUM AND NITROGEN PRICES

(19/07/11)

NYMEX Thermal Coal $77.02 ??
.32 On-Peak Mid-Columbia Power (US$)
$32.56 ??$3.51

Eastern US-BSB $79.65 - Ontario Energy Price 4:00 PM EST (Cdn$) $66.48 ??$26.40

Cobalt (US$/lb)– LME Spot $15.65 ??
.11 Uranium (US$/lb) - Spot
$53.50 ??
.25

Molybdenum (US$/LB) - LME

Spot

$14.83 - Gulf Urea (US$/TON) - Decyfer $465.00 -

COMMODITY NEWS

Aluminum

Alcoa is confident that there is no sign of a downturn in global demand for base

metals

According to American Metal Market, “Alcoa Inc. (AA – NYSE) “is in talks with its

power supplier in Tennessee as it considers reopening its smelter in the state after

shuttering the plant two years ago”.

On July 12, 2011, we noted that Alcoa expected global demand for aluminum to grow

by 12% in 2011. This outlook was unchanged from that which Alcoa published three

months earlier. So it looks as if Alcoa is putting its money where its mouth is.

Thus, Alcoa is confident that there is no sign of a downturn in aluminum demand.

And, as we also said on July 12, “what happens in aluminum – especially on the

demand side – generally happens with other base metals as well”.

Analyst Coverage: Raymond Goldie

Copper

Prices fall for the first day in four

In what Bloomberg painted as the result largely of traders following technical analysis,

spot and three-month copper prices both dipped about 0.5% this morning on the

London Metal Exchange.

Analyst Coverage: Raymond Goldie

METALS MORNING NOTE

JULY 20, 2011

Copper

Price v. Inventory Level - Last 24 Months

0

100,000

200,000

300,000

400,000

500,000

600,000

Jul-09

Sep-09

Nov-09

Feb-10

Apr-10

Jul-10

Sep-10

Nov-10

Feb-11

Apr-11

Jun-11

Tonnes

$1.00

$1.50

$2.00

$2.50

$3.00

$3.50

$4.00

$4.50

$5.00

US$/lb

Inventory LME Official Closing Price

Nickel

Price v. Inventory Level - Last 24 Months

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

Jul-09

Sep-09

Nov-09

Feb-10

Apr-10

Jul-10

Sep-10

Nov-10

Feb-11

Apr-11

Jun-11

Tonnes

$1.00

$4.00

$7.00

$10.00

$13.00

$16.00

$19.00

US$/lb

Inventory LME Official Closing Price

Lead

Price v. Inventory Level - Last 24 Months

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

Jul-09

Sep-09

Dec-09

Mar-10

May-10

Aug-10

Oct-10

Jan-11

Mar-11

Jun-11

Tonnes


.30


.50


.70


.90

$1.10

$1.30

$1.50

$1.70

US $/lb

Inventory LME Official Closing Price

Zinc

Price v. Inventory Level - Last 24 Months

0

200,000

400,000

600,000

800,000

1,000,000

Jul-09

Sep-09

Nov-09

Feb-10

Apr-10

Jul-10

Sep-10

Nov-10

Feb-11

Apr-11

Jun-11

Tonnes


.40


.70

$1.00

$1.30

$1.60

US$/lb

Inventory LME Official Closing Price

Aluminum

Price v. Inventory Level - Last 24 Months

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

Jul-09

Sep-09

Nov-09

Feb-10

Apr-10

Jul-10

Sep-10

Nov-10

Feb-11

Apr-11

Jun-11

Tonnes


.50


.70


.90

$1.10

$1.30

$1.50

US $/lb

Inventory LME Official Closing Price

\

Uranium

Monthly Price - Last 24 Months

$20

$40

$60

$80

$100

$120

$140

Jul-09

Sep-09

Nov-09

Jan-10

Mar-10

May-10

Jul-10

Sep-10

Nov-10

Jan-11

Mar-11

May-11

Jul-11

US$/lb in the U .S.

Source:TradeTech and UxC closing Prices

July 20, 2011 Metals Morning Note

3

COMMODITY NEWS (CONTINUED)

Iron Ore – I

Iron ore prices remain firm, but investors remain wary

Reuters reports this morning that iron ore spot prices remained firm following last week’s gains while Shanghai rebar futures

rose “to their highest level in more than two months” as China’s social housing construction programme kept investor

confidence afloat.

Spot offers for 63.5% Fe Indian fines remained unchanged at US$182 – US$184 per tonne cfr main Chinese ports.

However, Reuters also reported that the iron ore reference indexes were mixed while iron ore forward swaps fell, reflecting

continued investor concern about demand for the stuff over the months ahead.

Analyst Coverage: Ike Kaja

Iron Ore – II

BHP Billiton’s Q4 FY 2011 iron ore output rises 14% YoY due to strong demand from the usual suspect: China!

BHP Billiton Ltd. (BHP – NYSE), the world’s largest mining company, reported this morning that it produced 35.5 million

tonnes of iron ore in the three months ended June 30, 2011, 14% higher than during the same period one year ago, on

strong demand from China which pushed iron ore prices to all-time highs. The consensus estimate was for 34.5 million

tonnes of iron ore output.

We see BHP’s results as continued support of our view that iron ore demand from China should support current iron ore

prices levels in the short- and medium-term as would continued supply constraints out of India, the world’s third-largest iron

ore producer.

We point investors towards the equities of Labrador Iron Ore Royalty Corp. (LIF.UN – TSX; BUY) and Labrador Iron

Mines Holdings Ltd. (LIM – TSX; NOT RATED) as ways to play iron ore in the short-term while longer-term we would

also point investors towards the equities of Champion Minerals Inc. (CHM – TSX; SPECULATIVE BUY), Oceanic

Iron Ore Corp. (FEO – TSX-v; SPECULATIVE BUY), Talon Metals Corp. (TLO – TSX; NOT RATED), Northland

Resources S.A. (NAU – TSX; NOT RATED) and Alderon Resource Corp. (ADV – TSX-v; NOT RATED).

Analyst Coverage: Ike Kaja

Metals Morning Note July 20, 2011

4

COMMODITY NEWS (CONTINUED)

Nickel

No worries of a cyclical downturn

We have received preliminary figures for nickel supply and inventories in the Western world, up to the end of June, 2011,

and we have used these data to infer consumption, as shown below:

NICKEL: Supply and demand in the Western World

400

500

600

700

800

900

1,000

1,100

1,200

1,300

1996 1998 2000 2002 2004 2006 2008 2010

thousands of tonnes per annum, seasonally adjusted

DEMAND SUPPLY

growth in demand,

from the Asian

crisis to May 2000's

peak in base metal

consumption,

averaged 4.2% p.a.

Figures are quarterly, seasonally adjusted levels of Western world supply and

consumption of nickel

at times

limited by

supply,

"growth"

in demand

from July

2001 to

December,

2007

averaged

-0.3% p.a.

Data to Q2 2011

inventory

corrections in

stainless

steel

stainless

steel

inventory

correction

AND jump

in scrap

availability

production rises,

even with Vale Inco

on strike

Source: CRU, INSG, WBMS, GFMS, estimates and adjustments by Salman Partners Inc.

Ouch. Seasonally adjusted, an 8.5% decline in consumption from Q1 2011 to Q2. A cyclical downturn?

Naaah… just a blip. We have two reasons to say that:

(a) CRU forecasts that Western world nickel demand for the full year 2011 should increase by 12.3% over 2010’s level. And

global consumption should rise by 15.9%. Both of these figures are unchanged from CRU’s previous forecasts.

(b) Stainless steel accounts for about two-thirds of global consumption of nickel. This morning, European stainless-steel

giant Outokumpu Oyj presented its outlook for stainless-steel markets. Prices and sales volumes should decline from Q2 to

Q3, but this is nothing more than usual seasonal weakness, said Outokumpu.

Analyst Coverage: Raymond Goldie

July 20, 2011 Metals Morning Note

5

INDUSTRY NEWS

M&A – I

“We would have to make [copper] acquisitions…”: Vale SA

Vale SA won’t reach its target to produce 1 million metric tonnes of copper [which is equivalent to about 5% of current

global consumption of copper] by 2015,” reports Bloomberg. “We would have to make acquisitions or new discoveries.”

Well… we think it very unlikely that any significant new discovery made today could be in production by 2015. So it sounds

as if Vale is on the acquisition trail.

Who might Vale buy?

Well, here is our list of the usual suspects: Baja Mining Corp. (BAJ – TSX), Candente Copper Corp. (DNT – TSX),

Capstone Mining Corp. (CS – TSX), Copper Mountain Mining Corp. (CUM – TSX), Curis Resources Ltd. (CUV –

TSXv; Cdn$2.25; BUY), Equinox Minerals Ltd. (EQN – TSX), First Quantum Minerals Ltd. (FM – TSX; Cdn$138.51;

HOLD), Hana Mining Ltd. (HMG – TSXv; Cdn$2.21; UNDER REVIEW), Heatherdale Resources Ltd. (HTR –

TSXv; Cdn
.79; UNDER REVIEW), Kiska Metals Corp. (KSK – TSXv) Lumina Copper Corp. (LCC – TSXv),

Mercator Minerals Ltd. (ML – TSX) and Quadra FNX Mining Ltd. (QUX – TSX; Cdn$14.84; BUY).

Analyst Coverage: Raymond Goldie

M&A – II

India looks for energy

Reuters says that “India is considering setting up a sovereign wealth fund with more than [US]$10 billion in assets to buy

energy assets abroad to feed growing domestic demand”. Should be good for uranium equities!

Analyst Coverage: Raymond Goldie

COMPANY NEWS

Oceanic Iron Ore Corp. (FEO – TSX-v - Cdn
.39; Target Cdn$1.10; SPECULATIVE BUY) – 143.2 M Shares Outstanding

On track as drill hole twinning continues to confirm historic results and point to expansion potential at Hopes Advance

Background: Oceanic Iron Ore Corp is one of Canada’s newest iron ore explorer/developers and it is focused on

developing its flagship project, the Ungava Iron Property, located on the northern extension of the Labrador Trough in the

Nunavik Region of far northern Quebec.

Event: This morning, Oceanic published a second batch of drill results from its 2011 drill program at its Ungava iron

property in Quebec; three of the drill hole results that were published today were twinned with historic drill holes (on which

a non-compliant NI 43-101 was based), and confirmed the mineralization as reported in the historic drill results. As with the

previous batch of drill results, Oceanic remains “encouraged by the continued correlation of the current drill results to

historical results” as the holes continue to show low sulphur and phosphorus levels.

Additionally, another drill hole, HA 11-002, “returned an assay of 33.4% Fe total over a width of 105.4 m(i) (103.8 m T.W.),

with cover of approximately 30.6 m…and 80 metres outside of the historical pit limit (1956), illustrating the potential

extension eastward of the Castle Mountain zone.”

Metals Morning Note July 20, 2011

6

COMPANY NEWS (CONTINUED)

Oceanic Iron Ore Corp. (cont…)

We present a summary of the published results below:

DDH From (m) To (m) T. Width (m) % Fe Total DDH From (m) To (m) T. Width (m) % Fe soluble

HA-11-004 10.67 83.76 63.13 32.3% P49 10.67 83.76 65.98 34.9%

HA-11-005 21.65 79.55 57.02 34.6% P35 19.81 79.85 59.14 34.9%

HA-11-006 28.30 71.00 44.02 31.3% P28 27.43 82.30 54.04 30.8%

2011 Drill Hole Results Corresponding Historic Drill Hole Results (1954 -1957)

Source: Oceanic Iron Ore Corp.

Oceanic remains on track with its upcoming 43-101 resource estimate update and Preliminary Economic Assessment for the

Hopes Advance Bay Area, which is expected in Q4 2011.

We view these results positively and reiterate our SPECULATIVE BUY recommendation with a 12-month target price of

Cdn$1.10 on Oceanic’s shares.

Analyst Coverage: Ike Kaja

EARNINGS CALENDAR

July 21, 2011 Freeport McMoRan Copper & Gold Inc. Q2 2011 results released before market open, followed by

conference call at 10:00am ET.

Telephone number: (877) 848-4121

July 25, 2011 Inmet Mining Corp. Q2 2011 results released after market close, followed by conference call on July

26, 2011 at 8:30am ET.

Telephone number: (416) 695-6616 or (800) 952-6845

July 27, 2011 Cliffs Natural Resources Inc. Q2 2011 results released after market close, followed by conference call

on July 28, 2011 at 10:00am ET.

Telephone number: (877) 293-5491 Passcode: 83752552

July 27, 2011 Goldcorp Inc. Q2 2011 results released after market close, followed by conference call on July 28, 2011

at 1:00pm ET.

Telephone number: (800) 355-4959

July 27, 2011 Sherritt International Corp. Q2 2011 results released before market open, followed by conference call

at 2:00pm ET.

Telephone number: (416) 644-3414 or (877) 974-0445

July 28, 2011 Barrick Gold Corp. Q2 2011 results released before market open, followed by conference call at

9:30am ET.

Telephone number: (800)-698-5451

July 28, 2011 Potash Corporation of Saskatchewan Inc. Q2 2011 results released before market open, followed by

conference call at 1:00pm ET.

Telephone number: (877) 881-1303

July 20, 2011 Metals Morning Note

7

EARNINGS CALENDAR (CONTINUED)

July 28, 2011 Agnico-Eagle Mines Ltd. Q2 2011 results released before market open, followed by conference call at

11:00am ET.

Telephone number: (416) 644-3415 or (800) 814-4861

July 28, 2011 Centerra Gold Inc. Q2 2011 results released after market close, followed by conference call on July 29,

2011 at 10:30am ET.

Telephone number: (800) 682-8921

July 28, 2011 Teck Resources Ltd. Q2 2011 results released after market close, followed by conference call on July

29, 2011 at 11:00am ET.

Telephone number: (416) 340-8530

July 29, 2011 Eldorado Gold Corp. Q2 2011 results released before market open, followed by conference call at

11:30am ET.

Telephone number: (416)-340-8527

August 3, 2011 Agrium Inc. Q2 2011 results released before market open, followed by conference call at 11:30am ET.

Telephone number: (877) 869-3847

August 3, 2011 Minefinders Corporation Ltd. Q2 2011 results released after market close, followed by conference call

on August 4, 2011 at 11:00am ET.

Telephone number: (877) 240-9772

August 3, 2011 Endeavour Silver Corp. Q2 2011 results released before market open, followed by conference call on

August 4, 2011 at 1:00pm ET.

Telephone number: (800) 319-4610

August 4, 2011 Alamos Gold Inc. Q2 2011 results released before market open, followed by conference call at 12:00

PM ET.

Telephone number: (800) 769-8320

August 4, 2011 Cameco Corp. Q2 2011 results released before market open, followed by conference call at 1:00pm ET.

Telephone number: (800) 769-8320 or (416) 695-6622

August 5, 2011 Denison Mines Corp. conference call at 9:00am ET to discuss Q2 2011 results.

Telephone number: (416) 340-8018

August 8, 2011 First Quantum Minerals Ltd. Q2 2011 results released after market close, followed by conference call

on August 9, 2011 at 9:00am ET.

Telephone number: (416) 695-6616 or (800) 952-6845

August 8, 2011 Silver Wheaton Corp. Q2 2011 results released before market open, followed by conference call at

11:00am ET.

Telephone number: (888) 231-8191

Metals Morning Note July 20, 2011

8

EARNINGS CALENDAR (CONTINUED)

August 10, 2011 Kinross Gold Corp. Q2 2011 results released after market close, followed by conference call on August

11, 2011 at 8:00am ET.

Telephone number: (866) 561-3636

August 10, 2011 IAMGOLD Corp. Q2 2011 results released after market close, followed by conference call on August

11, 2011 at 9:00am ET.

Telephone number: (866) 551-1530

COMING UP

July 28, 2011 Toronto Geological Discussion Group 2:30pm ET

Summer Mini-Symposium

Dr. Glen Maserman, Kinross

Dr. Jeffrey Hedenquist, Consultant

OBA Conference Centre

Suite 200, 20 Toronto Street

July 20, 2011 Metals Morning Note

9

C O M PA N Y/C O M M O D ITY F O R E C A STS

Gold Price Assumptions 0 2010A 2011F 2012F 2013F 2014F Long-Term

Gold (US$/oz) $1,229 $1,475 $1,420 $1,240 $1,100 $1,050

Previous $1,420 $1,370 $1,240 $1,100 $1,050

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

Senior Producer

Barrick Gold Corp. US$ ABX $46.21 $41.07 - $55.99 $4.67 $4.23 9.9 10.9 $5.86 $5.40 7.9 8.6 $46.57 1.0 BUY $60.00 30% DW

Goldcorp Inc. US$ G $51.37 $38.99 - $53.34 $2.17 $2.20 23.7 23.4 $3.11 $3.40 16.5 15.1 $34.85 1.5 BUY $59.00 15% DW

Kinross Gold Corp. US$ K $16.56 $13.53 - $19.98
.87 $1.20 19.0 13.8 $1.20 $1.39 13.8 11.9 $16.25 1.0 BUY $24.00 45% DW

Average 17.5 16.0 12.7 11.9 1.2

Intermediate Producer

Agnico-Eagle Mines Ltd. US$ AEM $60.31 $56.08 - $88.52 $3.17 $4.00 19.0 15.1 $5.55 $5.89 10.9 10.2 $49.10 1.2 BUY $76.00 26% DW

Centerra Gold Inc. US$ CG $18.40 $12.67 - $23.60 $1.64 $1.23 11.2 15.0 $1.94 $1.56 9.5 11.8 $15.18 1.2 BUY $22.00 20% DW

Eldorado Gold Corp. US$ ELD $17.25 $13.09 - $21.35
.59
.91 29.2 19.0
.82 $1.16 21.0 14.9 $11.45 1.5 TOP PICK $24.00 39% DW

IAMGOLD Corp. US$ IMG $19.93 $15.82 - $22.79 $1.29 $1.23 15.4 16.2 $1.81 $1.72 11.0 11.6 $19.07 1.0 BUY $25.00 25% DW

Average 18.7 16.3 13.1 12.1 1.2

Junior Producer

Alamos Gold Inc. US$ AGI $18.18 $13.26 - $21.65
.56 $1.10 32.5 16.5
.76 $1.40 23.9 13.0 $13.40 1.4 BUY $22.50 24% DW

Minefinders Corporation Ltd. US$ MFL $14.00 $8.51 - $16.51 $1.02 $1.21 13.7 11.6 $1.39 $1.54 10.1 9.1 $15.77 0.9 BUY $17.20 23% DW

Average 23.1 14.0 17.0 11.0 1.1

Advanced-Stage Development & Exploration

Esperanza Resources Corp. US$ EPZ $1.70 $1.23 - $2.48 - - - - - -

Exeter Resource Corp. Cdn$ XRC $4.23 $3.99 - $7.53 nmf nmf - - nmf nmf - - $14.04 0.3 SPEC. BUY $10.00 136% DW

Extorre Gold Mines Ltd. Cdn$ XG $12.52 $2.52 - $14.84 nmf nmf - - nmf nmf - - $10.03 1.2 SPEC. BUY $12.85 3% DW

Gabriel Resources Ltd. Cdn$ GBU $7.79 $4.31 - $8.65 - - - - - -

Geologix Explorations Inc. Cdn$ GIX
.47
.20 - $1.00 - - - - - -

Guyana Goldfields Inc. Cdn$ GUY $7.56 $6.49 - $11.79 nmf nmf - - nmf nmf - - $10.56 0.7 BUY $13.75 82% DW

Inter-Citic Minerals Inc. Cdn$ ICI $1.50 $1.12 - $2.37 - - - - - -

International Tower Hill Mines Ltd. Cdn$ ITH-t $7.64 $6.05 - $10.49 - - - - - -

North Country Gold Corp. Cdn$ NCG $1.55
.27 $2.05 nmf nmf - - nmf nmf - - $3.01 0.51 SPEC. BUY $3.00 94% DW

Sandspring Resources Ltd. Cdn$ SSP $2.63 $1.24 - $3.75 - - - - - DW

Average - - - - 0.7

Note: Multiples are based on a Cdn$ share price, converted using the current exchange rate.

Analysts: (DW) David West

* Development projects are discounted at 0% to 5%, gold mines with base metal exposure are discounted at a weighted average discount rate between 0% and 10%, based on the proportion of revenues from each. Non-gold assets are estimated at fair value.

Under Review Under Review

Under Review Under Review

Under Review

Under Review Under Review

Under Review

Under Review

Precious Metals - Gold Ticker

52-Week

Range (Cdn$)

Under Review Under Review

Under Review

Under Review Under Review

Under Review

Under Review Under Review

Under Review

Analyst

EPS P/EPS CFPS P/CFPS

P/NAVPS Rec.

Under Review

Under Review Under Review

Under Review

Under Review Under Review

Metals Morning Note July 20, 2011

10

C OM PAN Y/C OM M O DITY F O RECA STS (C O NTIN UED)

Silver Price Assumptions 0 2010A 2011F 2012F 2013F 2014F Long-Term

Silver (US$/oz) $20.24 $40.00 $33.00 $24.00 $19.75 $17.00

Previous $30.34 $27.75 $24.00 $19.75 $17.00

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

Senior Producer

Pan American Silver Corp. US$ PAA $31.48 $23.09 - $42.00 $3.59 $3.30 8.8 9.5 $3.81 $3.67 8.3 8.6 $27.66 1.1 BUY $47.00 49% DW

Silver Wheaton Corp. US$ SLW $36.59 $18.50 - $45.50 $2.43 $2.08 15.1 17.6 $2.67 $2.34 13.7 15.6 $24.44 1.5 TOP PICK $53.50 46% DW

Average 11.9 13.6 11.0 12.1 1.3

Junior Producer

Endeavour Silver Corp. US$ EDR $10.07 $3.29 - $12.19
.66
.72 15.3 14.0 $1.04
.95 9.7 10.6 $5.47 1.8 HOLD $9.50 -6% AG

Great Panther Silver Ltd. US$ GPR $3.65
.67 - $4.90
.36
.33 10.1 11.1
.41
.41 8.9 8.9 $2.18 1.7 BUY $4.20 15% AG

Silvercorp Metals Inc. US$ SVM $10.73 $6.21 - $15.60
.60
.44 17.9 24.4
.62
.46 17.3 23.3 $8.01 1.3 BUY $15.00 40% AG

Average 14.4 16.5 12.0 14.3 1.6

Emerging Producers & Advanced-Stage Development

Silver Standard Resources Inc. US$ SSO $27.49 $16.21 - $34.17 $1.08 $1.18 25.5 23.3 $1.47 $1.62 18.7 17.0 $29.58 0.9 BUY $34.25 25% AG

Sabina Gold and Silver Corp. US$ SBB $6.14 $2.61 - $7.63 - - - - - -

Average - - - - - -

Note: Multiples are based on a Cdn$ share price, converted using the current exchange rate.

Note: Years presented above for Silvercorp are as follows - 2011F represents fiscal year 2012 ending March 31, 2012 and 2012F represents fiscal year 2013 ending March 31, 2013

Analysts: (DW) David West, (AG) Ash Guglani

Under Review Under Review

Precious Metals - Silver Ticker P/NAVPS Rec. Analyst

52-Week

Range (Cdn$)

EPS P/EPS CFPS P/CFPS

Under Review Under Review

July 20, 2011 Metals Morning Note

11

C OM PAN Y/C OM M O DITY F O RECA STS (C O NTIN UED)

Base Metals Price Assumptions 0 2010A 2011F 2012F 2013F 2014F Long-Term

Copper (US$/lb) $3.47 $4.31 $4.20 $4.09 $3.40 $2.75

Previous $4.33 $4.17 $4.02 $3.36 $2.75

Zinc (US$/lb) $1.00 $1.09 $1.10 $1.10 $1.05 $1.00

Previous $1.11 $1.11 $1.10 $1.05 $1.00

Nickel (US$/lb) $9.80 $11.81 $11.44 $11.18 $9.64 $8.21

Previous $11.70 $11.34 $10.99 $9.54 $8.21

Lead (US$/lb)
.99 $1.18 $1.17 $1.16 $1.13 $1.10

Previous $1.13 $1.12 $1.11 $1.11 $1.10

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

Amerigo Resources Ltd. US$ ARG $1.00
.71 - $1.50
.30
.27 12.2 4.1
.34
.40 7.4 2.6 $2.42 0.4 BUY $2.40 140% RG

Curis Resources Ltd. US$ CUV $2.25 $1.85 - $4.00 nmf nmf nmf nmf nmf nmf nmf nmf $5.76 0.4 BUY $5.75 156% RG

First Quantum Minerals Ltd. US$ FM $138.51 $54.97 - $148.00 $10.58 $11.58 13.8 12.6 $2.22 $17.37 nmf 8.4 $124.75 1.1 HOLD $124.75 -10% RG

Hana Mining Ltd. Cdn$ HMG $2.21 $1.33 - $5.68 - - - - - -

Heatherdale Resources Ltd. US$ HTR
.79
.67 $1.45 - - - - - -

Imperial Metals Corporation Cdn$ III $22.04 $15.03 - $27.09 $2.59 $2.29 8.5 9.6 $2.63 $2.30 8.4 9.6 $37.27 0.6 BUY $37.25 69% RG

Inmet Mining Cdn$ IMN $71.13 $45.05 - $82.14 $7.90 $8.15 9.0 8.7 $8.85 $4.27 8.0 16.7 $109.67 0.6 BUY $109.50 54% RG

Ivanhoe Mines Ltd. US$ IVN $25.38 $17.10 - $30.28 nmf nmf nmf nmf nmf nmf nmf nmf $27.14 0.9 BUY $36.00 42% RG

Nautilus Minerals Inc. US$ NUS $2.96 $1.71 - $3.64 nmf nmf nmf nmf nmf nmf nmf nmf $6.88 0.4 BUY $5.10 72% RG

Quadra FNX Mining Ltd. US$ QUX $14.84 $10.08 - $17.55
.83
.78 18.8 20.0 $2.05 $2.03 7.6 7.7 $36.76 0.4 BUY $36.75 148% RG

Sherritt International Corp. Cdn$ S $6.52 $6.04 - $9.90 $1.07 $1.71 6.1 3.8 0.31 1.60 21.0 4.1 $26.68 0.2 BUY $17.80 173% RG

Teck Resources Ltd. Cdn$ TCK'B $50.18 $32.26 - $64.62 $5.28 $5.87 9.5 8.5 $7.98 $8.86 6.3 5.7 $53.72 0.9 BUY $74.00 47% MP

Note: Multiples are based on a Cdn$ share price, converted using the current exchange rate.

Note: All cash flow estimates for companies covered by Raymond Goldie (RG in the right-hand column) are free cash flow estimates (generally, operating cash flows minus capital spending).

Analysts: (RG) Raymond Goldie, (MP) Mike Plaster

* Base metal projects are discounted between 10% and 20%. Base Metal mines are discounted between 8% and 15%. Non-mining assets are estimated at fair value.

Under Review

Under Review

Under Review

Under Review

Base Metals Ticker P/NAVPS Analyst

52-Week

Range (Cdn$)

Under Review

Under Review Under Review

Rec.

P/EPS

Under Review

EPS CFPS P/CFPS

Metals Morning Note July 20, 2011

12

* C OM PAN Y/C OM M O DITY F O RECA STS (C O NTIN UED )

Coal Price Assumptions 2010A 2011F 2012F 2013F 2014F Long-Term

Hard Coking Coal (US$/tonne)* $214.75 $301.25 $250.00 $210.00 $180.00 $150.00

Previous $257.50 $240.00 $210.00 $180.00 $150.00

Low Volatile PCI Coal (US$/tonne)* $170.00 $236.25 $200.00 $165.00 $138.00 $114.00

Previous $206.25 $190.00 $165.00 $138.00 $114.00

Thermal Coal (US$/tonne)* $98.00 $129.85 $120.00 $105.00 $100.00 $95.00

Previous $129.85 $120.00 $105.00 $100.00 $95.00

*Based on Coal Year (April 1 to March 31)

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

CIC Energy Corp. Cdn$ ELC $2.50 $1.21 - $7.25 nmf nmf nmf nmf nmf nmf nmf nmf $10.22 0.2 SPEC BUY $6.00 140% MP

Coalspur Mines Limited Cdn$ CPT $1.81 $1.15 - $2.36 (
.04) (
.03) nmf nmf (
.06) (
.03) nmf nmf $1.68 1.1 SPEC BUY $2.25 24% MP

EastCoal Inc. Cdn$ ECX
.58
.17 - $1.10 (
.03) (
.01) nmf nmf (
.00)
.00 nmf nmf $1.96 0.3 BUY $2.00 245% MP

Grande Cache Coal Corporation Cdn$ GCE $9.32 $4.82 - $11.93 $1.23 $1.79 7.6 5.2 $1.59 $2.08 5.9 4.5 N/A N/A BUY $12.50 34% MP

SouthGobi Resources Ltd. US$ SGQ $11.34 $9.54 - $16.64
.16
.57 nmf 20.9
.43
.84 27.8 14.2 $18.02 0.6 TOP PICK $18.00 59% MP

Note: Multiples are based on a Cdn$ share price.

Note: Years presented above for Grande Cache are as follows - 2011F represents fiscal year ending March 31, 2011 and 2012F represents fiscal year ending March 31, 2012

Analyst: (MP) Mike Plaster

Analyst

P/CFPS

Ticker

EPS

Coal

52-Week

Range (Cdn$)

P/EPS CFPS

P/NAVPS Rec.

Iron Ore Price Assumptions 2011F 2012F 2013F 2014F 2015F Long-Term

Iron Ore Company of Canada (IOC) - Pellets 1 $1.19 $1.11
.98
.89
.81
.81

Previous $1.15 $1.04
.91
.85
.78
.78

Iron Ore Company of Canada - Concentrate 1 $1.00
.96
.85
.78
.73
.73

Previous
.98
.90
.79
.74
.70
.70

Champion Minerals - Concentrate 2
.64

Oceanic Iron Ore - Pellets 3
.79

Notes: (1) US$/dmtu, FOB Sept-îles. Labrador Iron Ore Royalty Corp. (LIF.UN-TSX) has a 15.1% equity interest in IOC as well as a gross over-riding 7% royalty and US
.10 per tonne commission on all iron

ore products produced, shipped and sold by IOC. IOC produces an approximate 65% Fe product. (2) US$/dmtu, CFR. 63.5% Fe concentrate product. (3) US$/dmtu, CFR. 63.5% Fe pellet product.

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

Champion Minerals Inc. Cdn$ CHM $1.65
.70 - $3.30 nmf nmf nmf nmf nmf nmf nmf nmf $3.78 0.4 SPEC. BUY $3.80 130% IK

Labrador Iron Ore Royalty Corp. Cdn$ LIF.UN $38.50 $21.75 - $41.30 $2.96 $8.81 13.0 4.4 $3.66 $2.38 10.5 16.2 $39.02 1.0 BUY $39.00 1% IK

Oceanic Iron Ore Corporation Cdn$ FEO
.39
.29 - $1.03 nmf nmf nmf nmf nmf nmf nmf nmf $1.08 0.4 SPEC. BUY $1.10 182% IK

Note: Multiples are based on a Cdn$ share price, converted using the current exchange rate.

1 For Labrador Iron Ore Royalty Corp., CFPS defined as: cash flow from operations before changes in amounts receivable, accounts payable and income taxes payable/recoverable.

Analyst: (IK) Ike Kaja

P/NAVPS Rec. Analyst

P/EPS CFPS1 P/CFPS

Iron Ore Ticker

52-Week EPS

Range (Cdn$)

July 20, 2011 Metals Morning Note

13

* C OM PAN Y/C OM M O DITY F O RECA STS (C O NTIN UED )

Fertilizer Price Assumptions 2010A 2011F 2012F 2013F 2014F Long-Term

Agrium's Realized Nitrogen Product Price (US$/tonne) $357.87 $409.65 $383.31 $358.02 $333.76 $308.31

Potash - FOB Vancouver, Standard (US$/tonne) $329.15 $425.00 $433.93 $443.04 $452.34 $462.69

Previous $425.00 $433.50 $442.17 $451.01 $461.16

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

Agrium Inc. US$ AGU $86.05 $60.01 - $98.02 $7.08 $6.21 12.8 14.6 $5.83 $7.04 15.5 12.9 $123.80 0.7 TOP PICK $124.00 44% RG

Allana Potash Corp. Cdn$ AAA $1.41
.32 - $2.43 - - - - - -

Ethiopian Potash Corp. Cdn$ FED
.80
.08 - $1.27 - - - - - -

Hanfeng Evergreen Inc. Cdn$ HF $3.96 $3.97 - $7.59 - - - - - -

Methanex Corporation US$ MX $29.02 $21.00 - $33.12 - - - - - -

Migao Corporation Cdn$ MGO $4.85 $3.60 - $8.60 - - - - - -

Potash Corp. of Saskatchewan US$ POT $57.62 $32.90 - $63.19 - - - - - -

Verde Potash Plc Cdn$ NPK $7.40 $1.32 - $10.95 - - - - - -

Western Potash Corporation Cdn$ WPX $1.33
.43 - $1.80 - - - - - -

Note: Multiples are based on a Cdn$ share price, converted using the current exchange rate.

Note: All cash flow estimates for companies covered by Raymond Goldie (RG in the right-hand column) are free cash flow estimates (generally, operating cash flows minus capital spending).

Analyst: (RG) Raymond Goldie

Under Review Under Review Under Review Under Review

Under Review Under Review Under Review Under Review

Under Review Under Review Under Review Under Review

Under Review Under Review Under Review Under Review

Under Review Under Review Under Review Under Review

Under Review Under Review Under Review Under Review

Under Review Under Review Under Review Under Review

Under Review Under Review Under Review Under Review

Fertilizers & Chemicals Ticker 52-Week EPS P/EPS CFPS P/CFPS Rec. Analyst

Range (Cdn$)

P/NAVPS

Metals Morning Note July 20, 2011

14

* C OM PAN Y/C OM M O DITY F O RECA STS (C O NTIN UED )

Other Price Assumptions 2010A 2011F 2012F 2013F 2014F Long-Term

Uranium Spot Price (US$/lb) $46.92 $67.14 $81.44 $84.50 $79.31 $45.55*

Previous $62.85 $79.69 $83.81 $77.49 $45.55*

Mountain Province's Realized Diamond Price (US$/ct) na na na na na $151.92

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

BioteQ Environmental Technologies Inc. Cdn$ BQE
.65
.58 - $1.09
.00 $4.17 nmf 0.2
.03
.04 21.7 16.3
.94 0.7 SPEC. BUY
.95 46% IK

Energold Drilling Corp. Cdn$ EGD $3.86 $2.00 - $4.89
.30
.69 12.9 5.6
.20
.24 19.3 16.1 $5.70 0.7 BUY $6.00 55% JM

Mountain Province Diamonds Inc. Cdn$ MPV $5.30 $2.77 - $6.65 nmf nmf nmf nmf nmf nmf nmf nmf $9.64 0.5 BUY $9.75 84% RG

Major Drilling Group International Inc. Cdn$ MDI $13.53 $7.35 - $17.78
.38
.74 35.6 18.3
.84 $1.33 16.1 10.2 $16.55 0.8 BUY $16.50 22% JM

Peregrine Diamonds Ltd. Cdn$ PGD $2.07 $1.60 $3.32 nmf nmf nmf nmf nmf nmf nmf nmf $5.42 0.4 SPEC. BUY $4.75 129% RG

Westshore Terminals Investment Corporation Cdn$ WTE.UN $24.37 $17.57 - $25.85
.45
.98 54.2 24.9 $1.00 $1.43 24.4 17.0 N/A - HOLD $22.00 -10% MP

Note: Multiples are based on a Cdn$ share price, converted using the current exchange rate.

1 Cash Flows shown for Westshore are distributions per unit.

Analysts: (RG) Raymond Goldie, (MP) Mike Plaster, (JM) Jayson Moss, (IK) Ike Kaja

Other Ticker 52-Week EPS Analyst

Range (Cdn$)

P/EPS CFPS1 P/CFPS P/NAVPS Rec.

Reporting Price NAVPS* Target Price Price Gain

Currency (Cdn$) 2011F 2012F 2011F 2012F 2011F 2012F 2011F 2012F (Cdn$) (Cdn$) to Target

Bannerman Resources Ltd. US$ BAN
.44
.22 -
.95 - - - - - -

Cameco Corporation Cdn$ CCO $24.85 $22.64 - $44.28 $1.10 $1.42 22.6 17.5 (
.37)
.20 nmf nmf $40.41 0.6 BUY $40.40 63% RG

Denison Mines Corp. US$ DML $1.80 $1.17 $4.44 - - - - - -

Forsys Metals Corporation Cdn$ FSY $1.42 $1.32 - $3.50 - - - - - -

Hathor Exploration Ltd. Cdn$ HAT $2.87 $1.50 - $3.57 - - - - - -

Mega Uranium Ltd. Cdn$ MGA
.38
.34 $1.30 - - - - - -

Paladin Energy Ltd. US$ PDN $2.46 $2.37 $5.88 - - - - - -

Powertech Uranium Corp. Cdn$ PWE
.16
.16 -
.65 - - - - - -

Tournigan Energy Ltd. Cdn$ TVC
.10
.10
.45 - - - - - -

Uranium Participation Corp. Cdn$ U $6.44 $5.75 - $9.50 nmf nmf nmf nmf nmf nmf nmf nmf $9.66 0.7 BUY $7.50 16% DW

Note: Multiples are based on a Cdn$ share price, converted using the current exchange rate.

Note: All cash flow estimates for companies covered by Raymond Goldie (RG, in the right-hand column) are free cash flow estimates (generally, operating cash flows minus capital spending).

Analyst: (RG) Raymond Goldie, (DW) David West

Under Review

P/EPS

Under Review

Under Review

Under Review

Under Review

Under Review Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Rec. Analyst

Under Review

Under Review

Under Review

Under Review

Under Review

Uranium Ticker 52-Week EPS

Range (Cdn$)

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

Under Review

CFPS P/CFPS P/NAVPS

Salman Partners Inc. Disclosure

In accordance with NASD Rule 2711 and IDA Policy No. 11, Salman Partners Inc. (“Salman Partners”) refers the reader to our website

(www.salmanpartners.com) for our firm’s specific disclosures, policies and procedures in respect of research analysts and research

reports. Salman Partners hereby confirms that as of the date of this report:

(i) the research analyst(s) referenced herein and any member of the research analyst’s household, or an individual directly

involved in the preparation of this report, does hold a financial interest in the securities of the company in this report;

(ii) the Pro Group holdings of the firm, whether long or short, do not exceed 1% of the outstanding securities of any class of

securities of the company mentioned in this report;

(iii) the research analyst(s) who prepared this report receives compensation that is based, in part, upon the firm’s overall investment

banking revenues;

(iv) Salman Partners Inc., including some or all of its officers, directors and employees, has provided services, including

investment banking services, to Curis Resources Ltd. during the past 24 months. Specifically, we acted as a Lead Agent for a

Cdn$5.91 million Initial Public Offering, which closed on November 24, 2010. Salman Partners Inc. may receive or may seek

compensation for investment banking services from the company herein within the next 3 months.

Salman Partners Inc., including some or all of its officers, directors and employees, has provided services, including investment

banking services, to Hana Mining Ltd. during the past 24 months. Specifically, we acted as Underwriter in a syndicate for a

Cdn$24.15 million bought deal common share offering that closed on May 20, 2010. Salman Partners Inc. may receive or may

seek compensation for investment banking services from the company herein within the next 3 months.

Salman Partners Inc., including some or all of its officers, directors and employees, has provided services, including investment

banking services, to Talon Metals Corp. during the past 24 months. Specifically, we acted as a Co-lead Underwriter for a

Cdn$28.75 million units offering that closed on April 29, 2011. Salman Partners Inc. may receive or may seek compensation for

investment banking services from the company herein within the next 3 months.

Salman Partners Inc., including some or all of its officers, directors and employees, have not provided services, including

investment banking services to the other company/companies herein during the past 24 months and may receive or may seek

compensation for investment banking services from the other company/companies herein within the next 3 months;

(v) Salman Partners Inc. does not make a market in the company’s/companies’ securities within the appropriate security laws;

(vi) no officer, director, employee or research analyst of the firm or a member of the research analyst’s household is an officer,

director or employee of the company/companies, nor does any officer, director, employee or research analyst of the firm or a

member of the research analyst’s household serve in any advisory capacity to the company/companies; and

(vii) other than what is disclosed above, Salman Partners Inc. is not aware of any actual, material conflicts of interest for the

research analyst, of which the research analyst knows or has reason to know in the preparation of this report.

(viii) an analyst/associate has visited some or all of the issuers’ material operations. Payment or reimbursement has been received, in

part or in whole, from the issuer(s) for travel costs in the past 12 months.

(ix) Analyst Certification: The views expressed in this report (which includes the rating assigned to the issuer’s shares as well as

the analytical substance and tone of the report) accurately reflect the personal views of the analyst(s) covering the subject

securities. No part of the analyst’s compensation was, is, or will be directly or indirectly related to the specific

recommendations.

--------------------------------------------------------------------------------------------------------------------------------------------------------

For purposes of our research report, our rating system is defined as follows:

Top Pick A recommendation to purchase a stock which represents the best risk/reward ratio within an analyst's coverage list.

The analyst expects to realize a minimum 12-month return of 10%, and also has positive near-term catalysts.

Buy A recommendation to purchase the stock at the current price.

Hold A recommendation to maintain one’s current position in the company, given the current share price and the outlook

for the company, sector or underlying commodity.

Sell A recommendation to reduce one’s share position, either in part or in whole.

Speculative Buy A recommendation to purchase shares in a company which is considered speculative because of the risk associated

with owning shares. This added risk can be attributed to the company’s size, financial stability, liquidity, the

outlook for a commodity or commodities or other factors beyond Salman Partners’ control. Suitable for risktolerant

investors only.

Under Review Salman Partners is in the process of an update based on recently released information. The analyst’s

recommendation and target price may or may not change upon completion of analysis.

-----------------------------------------------------------------------------------------------------------------------------------------------

Salman Partners Inc. Disclosure (cont…)

Distribution of Ratings

14%

5%

17%

11%

48%

7%

0% 10% 20% 30% 40% 50%

Salman Partners Inc.

Top Pick

Buy

Speculative Buy

Hold

Sell

Under Review

Distribution of Recommendations (%)

Within the last 12 months, Salman Partners has provided investment banking services for:

Top Pick 33% of the companies falling into the 'Top Pick' category

Buy 8% of the companies falling into the 'Buy' category

Speculative Buy 36% of the companies falling into the 'Speculative Buy' category

Hold 5% of the companies falling into the 'Hold' category

Sell 0% of the companies falling into the 'Sell' category

17th Floor

1095 West Pender Street

Vancouver, B.C. V6E 2M6

Tel: (604) 685-2450 Fax (604) 685-2471

Suite 1800

100 Yonge Street

Toronto, Ontario M5C 2W1

Tel: (416) 861-1270 Fax: (416) 861-1935

Suite 835

401 - 9th Avenue S.W.

Calgary, Alberta T2P 3C5

Tel: (403) 261-6065 Fax: (403) 261-6069

www.salmanpartners.com

The opinions, estimates and projections contained herein are those of Salman Partners Inc. as of the date hereof and are subject to change without notice. Salman Partners

makes every effort to ensure that the contents herein have been compiled or derived from sources believed reliable and contain information and opinions which are accurate and

complete. However, Salman Partners makes no representation or warranty, express or implied, in respect thereof, takes no responsibility for any errors and omissions which

may be contained herein and accepts no liability whatsoever for any loss arising from any use of or reliance on this report or its contents. Information may be available to

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affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. Salman Partners

may act as financial advisor and/or underwriter for certain of the corporations mentioned herein and may receive remuneration for same.

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subsequently disseminates this research in hard copy to those clients who have requested to be on the firm’s distribution list. In addition, Salman Partners Inc. posts its

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