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Alumina AWC

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    1. Currency and Energy Shield AWC's Fair Value in the Face of Lower U.S. Dollar Pricing (Corrected)

      Commentary

      Wed, 25 Mar 2015

      to USD 0.85 per pound. Alumina is by far the most important to AWC comprising 97% of our fair ..... and no-moat ratings, with AWC susceptible to volatile market ..... a long-life, low-cost alumina producer. AWC remains substantially undervalued

    2. Cyclical Upswing for Alumina Continues; No Change to Fair Value Estimate

      Commentary

      Mon, 12 Jan 2015

      Alumina Limited, or AWC , enjoyed a strong finish to the year. Higher ..... coupled with a relatively sedate outlook for alumina supply should see alumina industry returns further recover, and drive AWC towards our fair value estimate. Cost reductions

    3. Quality Over Quantity, Alumina Limited's Drive to the Lowest Cost Quartile

      Commentary

      Mon, 24 Nov 2014

      fair value estimate for Alumina Limited, or AWC . However, AWAC's ..... profitability upstream as the alumina market moves increasingly ..... eye should remain on AWC 's high fair value uncertainty ..... long-life, low-cost alumina producer. AWAC is taking

    4. Basic Materials: A Real Estate Cloud Over China--and Many Commodities

      Headlines

      Tue, 30 Sep 2014

      Buying Newcrest Mining AUD 22 None High AUD 13.20 Alumina AUD 2.60 None High AUD 1.56 Rayonair Advanced Materials ..... base, but it provides valuable long-term options. Alumina AWC Alumina is involved in bauxite mining and alumina refining

    5. China Weighs Heavily on Basic Materials

      Headlines

      Fri, 27 Jun 2014

      Buying Newcrest Mining 22 AUD None High 13.20 AUD Alumina 2.60 AUD None High 1.56 AUD Rio Tinto $70.00 ..... base, but it provides valuable long-term options. Alumina AWC Alumina Ltd. is involved in bauxite mining and alumina refining

    6. Basic Materials: China's Investment-Led Growth Model Has Run Its Course

      Headlines

      Thu, 27 Mar 2014

      High $11.40 Data as of 03-17-14. Alumina AWC Alumina Limited is deeply undervalued and is an ..... outstanding "straw hats in winter" opportunity. AWC 's only asset is 40% of Alcoa World Alumina and Chemicals, the world's largest producer

    7. AWC Misses Earnings but Positive Underlying Fundamentals Support the Investment Thesis

      Commentary

      Fri, 21 Feb 2014

      Alumina Ltd.'s, or AWC 's, earnings derive solely ..... equity stake in Alcoa World Alumina and Chemicals, or AWAC ..... the company's focus on alumina makes it susceptible to ..... returns are not required for AWC to be a successful investment

    8. Positive Signs Continue from Low Base, No Change in Outlook for AWC

      Commentary

      Tue, 14 Jan 2014

      aluminium prices. Alcoa's alumina segment result is a good proxy for Alumina Limited's, or AWC 's, earnings and came ..... the company's focus on alumina makes it susceptible to ..... returns are not required for AWC to be a successful investment

    9. AWC's WA Refineries are an Integrated Whole, No Change in View

      Commentary

      Thu, 31 Oct 2013

      The key plank in our investment thesis for Alumina Limited, or AWC , is based on alumina prices improving from current USD 320 per ..... to spot/index pricing. More than half of AWC 's alumina sales are now struck at spot. However, the

    10. No Change in Positive View on AWC Following Alcoa's Third Quarter

      Commentary

      Thu, 10 Oct 2013

      segment result, a proxy for Alumina Ltd, or AWC 's, profit, improved marginally ..... realised alumina price. Around half AWC 's alumina is Australian sourced. No change ..... spot continues. Around 53% of AWC 's alumina will attract spot this year

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