Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Freeport-McMoRan downgrade details — to Sell at Deutsche Bank; tgt lowered to $12.50 (14.09 -0.82)Deutsche Bank downgrades FCX to Sell from Hold and lowers their tgt to $12.50 from $14. Following news that Freeport has failed to reach an agreement to export copper concentrate from Indonesia, firm now assumes 1) Grasberg operates on scaled-back mode, only supplying the local Gresik smelter for the remainder of 2017 and 2) underground development and ramp-up (production and capex both pushed-out) are delayed a further 18 months. <strong>They now value PT-FI's share of Grasberg at $11.7bn ($8.3/sh), down from $12.9bn ($9.1/sh). Grasberg is a high quality, long life, low cost asset, but ownership and operating risks continue to increase.</strong> As a result of Grasberg assumption changes, they have reduced PT from $14/sh to $12.5/sh (~1x NPV) and downgrade to Sell.</td> </tr></table>"