They had to cut their dividend, because they were nowhere close to earning it.Metal prices are strong and likely to get stronger.The new equity issue has strengthened the balance sheet.
The company is making headway in continuing to reduce costs and improve margins. They are seeing more competition in the Canadian market.Thinks the stock can move significantly higher.
Yield looks attractive, but it has certain restructuring efforts ahead of it.Prefers to deal in pure plays, rather than diversified metals.Would prefer Alcan or Inco.
Have a lot of property along the route of the Mackenzie delta pipeline.However, this could take a long time.If you're buying, do it based on their core business.
A lot of money is going out to pay for debt, and dividends.They have grown their cash position, but it under a lot of strain.Metals are becoming popular, but the stock is not attracting investors.
They are closing down breweries in Brazil and taking write-offs.Brazil will be the third biggest beer market in about three years time.Very little competition there.