Tumazos Metals and Mining Research Tumazos-Metals and Mining-Research WITH THE BEST IN SITU ASSETS TO MAKE MONEY IN THE METALS & MINING SECTOR YOU MUST IDENTIFY THE LOWEST COST PRODUCER,
ABOUT TUMAZOS METALS & MINING RESEARCH

For over 30 years, TMMR has been providing global coverage of the commodities and commodity manufacturers for the steel, aluminum, gold, iron ore, silver, copper, zinc and base metal segments.

LEADERSHIP

John Tumazos

Managing Director

Mr. John C. Tumazos is a Principal, director of research, managing member at John Tumazos Very Independent Research, LLC. Prior to founding the firm on August 27, 2007, Mr. Tumazos served as a senior vice president and senior security analyst with Prudential Equity Group, LLC, from July 2001 to June 6, 2007. Previously, he was an equity analyst at Sanford C. Bernstein & Co., Inc. Earlier, Mr. Tumazos was employed as an equity analyst at Donaldson, Lufkin & Jenrette. He is a Chartered Financial Analyst charterholder. Mr. Tumazos obtained an M.S. in Industrial Administration in 1979 and a B.S. in Management Science and Economics in 1978 from Carnegie-Mellon University.

METHODOLOGY

Tumazos’s methodology and analysis differs from sell-side research in the following ways:

NETWORK OF INDUSTRY CONTACTS

TMMR has an unparalleled network of C-Suite and industry contacts in the metals and mining sector globally. On a first name basis with CEOs and CFOs, TMMR also speaks frequently with geologists, engineers, prospectors, and mining technology specialists.

GEOLOGICAL & GEO-TECHNICAL EXPERTISE

TMMR uses primary research to analyze the geological factors and geo-technical statistics to identify a successful mining operation.

PROPRIETARY INVESTMENT CRITERIA

TMMR follows a strict set of criteria for mining operations prior to issuing a recommendation. This includes assets with defined mineralization, assets with over $3B of in situ mineralization, and geo-technical research indicating greater future potential.

ON SITE VISITS

TMMR does not rely on corporate publications, but backs up findings with on-site visits to mines globally. Recent trips include mining site visits to Africa, South America, Indonesia, Australia, Northern Canada, and across the US.

IDENTIFICATION OF TAKE-OUT TARGETS

Since 2007, TMMR has identified and hosted at its conferences over 84 mining companies that have been taken out for a total of US $66 billion – and this at a significant premium for investors holding the names.

EXPERIENCE IN UNDERSTANGING COMMODITY CYCLES

TMMR has lived through numerous commodity cycles and understands how to select assets that are protected in the downturn, and how to excel when the cycle surges.

INDEPENDENCE

TMMR is aligned with you, our buy-side client, and our independence allows us to make bold calls when warranted.

SERVICES

Commodity Reports – Forward-looking commodity research with a 6-18 month time horizon.

Company Reports – Actionable investment recommendations for the Global Forest Products Sector, including coverage of the Equity and Fixed-Income markets, and both long and short recommendations. Published on an ad hoc basis.

Industry Reports – Forward-looking analysis of the latest industry news and statistics published on an ad hoc basis.

Meetings & Conference Calls with TMMR’s Senior Analyst as required.

COVERAGE

COMPANIES

Integrated Steel
US Steel (X)

Minimill, Stainless, and Distribution
Nucor (NUE)
Allegheny Technologies (ATI)
Worthington Industries (WOR)

Gold mining
Anglogold (AU)
Barrick Gold (ABX)
Goldcorp (GG)
Newmont Mining (NEM)
Agnico-Eagle Mines (AEM)
Franco-Nevada (FNV)
Pretium Resources (PVG)
Royal Gold (RGLD)
Wheaton Precious Metals (WPM)
Osisko Gold Royalties (OKSKF)
Virginia Mines (VGMNF)
Sandstorm Gold Ltd. (SAND)
Tahoe Resources (TAHO)
Detour Gold (DRGDF)
Pan American Silver (PAAS)
Kirkland Lake Gold (KL)

Copper, Nickel, and Diversified
General Moly (GMO)
Hudbay Minerals (HBM)
Polymet Mining (PLM)
Mercator Minerals ((MLKKF)
Thompson Creek (TC)
Antofagasta (ANFGF)
Freeport-McMoran (FCX)
BHP Billiton (BHP)
Rio Tinto ADR (RIO)
Teck Resources (TCK)
Fortescue (FSUMF)
Vale (VALE)
Xstrata (XSRAF)
Anglo American ADR (NGLOY)
Glencore International (GLCNF)
Cameco (CCJ)
Norilsk Nickel ADR (NILSY)
Lundin Mining (LUNMF)
South32 (SOUHY)
Southern Copper (SCCO)
Grupo Mexico (GMBXF)
First Quantum (FQVLF)

Aluminum
Alumina LTD (AWC)
Alcoa (AA)
Century Aluminum (CENX)
Arconic (ARNC)

CONTACT TMMR
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