News and Reports

Metals & Mining 2025 / 2026 Year Ahead

January 07, 2026

The precious metals all soared in 2025, and while a continued monetary expansion and geopolitical risk could still drive gains especially for gold in 2026, a pullback in silver, platinum and palladium is possible after recent partly speculative surges.Read More

Year Ahead 2025

January 06, 2025

The AOCE and WB have moderate overall forecasts for the metals in 2025 inline with IMF forecasts for a decline in economic growth and inflation, although we see the probability of a stagflationary scenario as still reasonably high.Read More

Year in Review 2023 and Outlook for 2024

January 04, 2024

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

Year in Review 2022 and Outlook for 2023

January 2023

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile: The Heart of Global Copper

October 2021

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland Gold

June 2021

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada Gold Mining and Canadian Juniors

April 2021

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

An Overview of the Golden Triangle

July 2020

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

An Overview of Quebec Gold Mining

April 2020

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

An Overview of the Red Lake Mining District

January, 2020

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

Pancon Announces Private Placement

August 26, 2019 / bit.ly

Pancontinental Resources Corporation (TSXV:PUC) (Read full newsRead More

Tech Leads Trade-Fueled Stock Rally

August 26, 2019 / www.schaeffersresearch.com

Oil prices couldn't hold their gains, thoughStocks rose today thanks to comments from President Donald Trump, who said China wants to keep negotiating on trade -- though some in the Chinese media suggested the two nations didn't speak as the President described. Still, tech stocks led a broad rally, with trade-sensitive names like Apple (AAPL) enjoying the most upside. As such, the Dow, S&P, and N...Read More

Roku Options Bulls Emerge After Record High

August 26, 2019 / www.schaeffersresearch.com

Barron's waxed optimistically on Roku over the weekendRoku Inc (NASDAQ:ROKU) stock is up 3.1% at $142.03 -- fresh off a record high of $145 -- after Barron's said "the best way to play streaming is turning out to be upstart Roku." Today's pop brings the equity's year-to-date gain to nearly 365%, and options traders think there's more upside in store for Roku in the near term.Amid relatively averag...Read More

Exercising the First Amendment for 2020

August 26, 2019 / www.schaeffersresearch.com

Take advantage of the first amendment, and participate in a nation-wide poll.With the 2020 election growing ever closer, the country continues to be divided politically.From disputes about the appropriateness of displaying the Confederate flag, to rights for minorities, and the ever-growing concern about security at the U.S. border, the 2020 election promises to be contentious... if not the most c...Read More

Pre-Earnings Marvell Technology Pullback May Be a Buy Signal

August 26, 2019 / www.schaeffersresearch.com

Marvell stock has been a long-term outperformerSemiconductor stock Marvell Technology Group Ltd. (NASDAQ:MRVL) has been outperforming on the charts in 2019. In fact, just last month, the shares climbed to a 13-year peak of $27.64, and now sit46% higher year-to-date. Over the past week, though, the stock has pulled back amid U.S.-China trade uncertainty, but according to data from Schaeffer's Senio...Read More

Bulls Bet on More Upside for Amgen Stock

August 26, 2019 / www.schaeffersresearch.com

Call buying has been popular on AMGNThe stock market is soaring today on upbeat U.S.-China trade headlines. Among individual stocks making notable moves are biotechs Amgen, Inc. (NASDAQ:AMGN) and Arcadia Biosciences Inc (NASDAQ:RKDA), as well as oil name PDC Energy Inc (NASDAQ:PDCE). Here's a quick look at what's moving the shares of AMGN, RKDA, and PDCE.Options Bulls See More Upside for Amgen Sto...Read More

Bulker with 25 crew and carrying #nickel ore missing off Indonesia

August 26, 2019 / www.seatrade-maritime.com

An Indonesian bulker carrying nickel ore has gone missing with a crew of 25 on board.Read full newsRead More

Raymond James Upgrades DISH Stock as Short Sellers Move In

August 26, 2019 / www.schaeffersresearch.com

Short interest is at a two-year highDISH Network Corp (NASDAQ:DISH) is trading 3.5% higher today at $32.14, after receiving bullish attention from Raymond James. The brokerage firm said it's a good time to buy DISH shares, upgrading to "strong buy," with the company standing to benefit during the 5G rollout as U.S. carriers look for spectrum bands. (In early 2018, some valued DISH Network's spectr...Read More

Historic Bear Signal Spells Bad News for Mylan Stock

August 26, 2019 / www.schaeffersresearch.com

The 80-day trendline could push the drug stock even lower U.K.-based pharmaceutical concern Mylan NV (NASDAQ:MYL) is getting a broad-market boost today, up 2.3% at $18.76, set for its first positive close in a week. This positive price action may be short lived, however. While the stock enjoyed a brief surge at the end of July, it spent most of August in a downward slide, pressured lower by a ceil...Read More

Harmony Gold Mining Surges After Posting Annual Results

August 26, 2019 / dlvr.it

South African miner increases production, improves profit Continue reading...Read full newsRead More

SolarEdge Call Buyers Could Triple Their Money By Next Month

August 26, 2019 / www.schaeffersresearch.com

SEDG options are attractively priced at the momentWhen we last checked in on SolarEdge Technologies Inc (NASDAQ:SEDG), the solar stock was under pressure from a rare bear note and C-suite shocker. Now, less than a week later, this pullback has brought SEDG near a trendline that could mark an attractive entry point for a bullish options trade. More specifically, SolarEdge has pulled back to its 2...Read More

Apple, Chip Stocks Lead Surge on Wall Street

August 26, 2019 / www.schaeffersresearch.com

The Dow, S&P, and and Nasdaq are all higher at middayIt's a strong start to the week for the Dow Jones Industrial Average (DJI), as President Donald Trump's trade commentsspark optimism on Wall Street. The blue-chip index has put on roughly 190 points, led by trade-sensitive Apple (AAPL), which has gained nearly 2%, and retailer Nike (NKE) stock, which is up 1.5%. Chip stocks, including Advanced M...Read More

3 M&A Stories to Watch Today

August 26, 2019 / www.schaeffersresearch.com

Monday morning's M&A updatesDigesting this morning's market headlines, there are three M&A stories traders should be following. For starters, Bristol-Myers Squibb Co (NYSE:BMY) and Celgene Corporation (NASDAQ:CELG) are both making strong moves higher, thanks to news Amgen Inc (NASDAQ:AMGN) is buying CELG's psoriasis drug Otezla for $13.4 billion, paving the way for BMY and CELG's buyout deal. BMY...Read More

Qualcomm Stock Buzzing on Trade Tailwinds, C-Suite News

August 26, 2019 / www.schaeffersresearch.com

The upbeat U.S.-China trade developments are boosting the chip sectorA double-dose of headlines has the shares of Qualcomm, Inc. (NASDAQ:QCOM) up 1% to trade at $74.17 this morning.First, the chip stock is enjoying broad market tailwinds thanks to the latest U.S.-China trade optimism. But a C-suite shakeup e is also propping up the stock. On late Friday, the company announced current Chief Fina...Read More

Bearish Analysts Blitz Foot Locker After Sell-Off

August 26, 2019 / www.schaeffersresearch.com

FL suffered its worst day in two years on FridayFoot Locker, Inc. (NYSE:FL) slumped 18.9% on Friday -- marking the retail stock's worst day sine Aug. 18, 2017, when it plunged 27.9% -- after the athletic apparel retailer's earnings report fell short of expectations. FL shares are now trading at levels not seen since the fourth quarter of 2017, and bearish analysts are rushing to adjust their out...Read More

Brand New Weed Stock Lands First Bull Note

August 26, 2019 / www.schaeffersresearch.com

Sundial Growers went public earlier this monthWeed producer Sundial Growers Inc (NASDAQ:SNDL) is shooting higher this morning, already up 1.1%, at $9.75. Behind the surge is Cowen and Company, which initiated coverage with an "outperform" rating and $20 price target. The firm said the company has "displayed evidence of responsible corporate spending," referring to its break-even second-quarter. C...Read More

Cree Stock Keeps Crumbling on Bear Note

August 26, 2019 / www.schaeffersresearch.com

Piper Jaffray downgraded the stock to "underweight" Lighting manufacturer Cree, Inc. (NASDAQ:CREE) is sinking today, after Piper Jaffray issued a bear note. The analyst downgraded the stock to "underweight" from "neutral," and slashed its price target to $38 from $57, citing the firm's quarterly guidance due to the recent Huawei ban. The stock has lost 2.6% so far to trade at $45.90. If this nega...Read More

Stock, Oil Futures Surge on China Trade Optimism

August 26, 2019 / www.schaeffersresearch.com

President Trump said the U.S. and China are "getting back to the table" Dow Jones Industrial Average (DJI) futures are pointed confidently higher this morning -- with the blue-chip index eyeing a 250-point open -- as Wall Street cheers fresh optimism over U.S.-China trade talks. On Sunday, President Donald Trump said the two countries are "getting back to the table," and are serious about making...Read More

Ely Gold Royalties Announces Sale of Gold Canyon Option to McEwen Mining

August 26, 2019 / dlvr.it

Gold Canyon Property Includes 26 Unpatented Mining Claims of a Past Operating Gold Mine That Produced 41,000 Ounces Vancouver, British Columbia--(Newsfile Corp. - August 20, 2019) - Ely Gold Royalties Inc. (TSXV: ELY) (OTCQB: ELYGF) (Read full newsRead More

What Copper's Really Saying About Stocks

August 26, 2019 / www.schaeffersresearch.com

Is Dr. Copper diagnosing a stock market crash?The following is a reprint of the market commentary from the September 2019 edition of The Option Advisor, published on August 23. For more information, or to subscribe to The Option Advisor -- featuring 10 new option trades each month -- visit our online store.Conventional investing wisdom has long held that copper, the humble base metal, has predicti...Read More

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