News and Reports

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

Amazon Buzz Fuels Heavy Sinclair Broadcast Options Trading

May 06, 2019 / www.schaeffersresearch.com

The stock hit a record high earlierSinclair Broadcast Group Inc (NASDAQ:SBGI) stock has spiked 29% higher today to trade at $58.02, after the media giant's CEO Chris Ripley said SBGI has "an interest in as broad a distribution as possible" following its purchase of some of Walt Disney's (DIS) sports assets -- including a potential live sports partnership with Amazon.com (AMZN). The equity is fresh...Read More

Hertz Options Bears Load Up on Puts Ahead of Earnings

May 06, 2019 / www.schaeffersresearch.com

HTZ puts have been favored latelyRental car icon Hertz Global Holdings Inc (NYSE:HTZ) will step into the earnings confessional after the market closes today. Ahead of the company's first-quarter report, options traders are coming out of the woodwork, with an emphasis on puts.Specifically, nearly 5,900 HTZ options have changed hands today, three times the average intraday amount and double the num...Read More

This Might Be the Ultimate Cannabis Stock

May 06, 2019 / www.schaeffersresearch.com

This innovative company could help investors see some major upside.For those who have been trying to play the pot craze, a recent value play has emerged for those quick enough to jump on the bandwagon. Investors are beginning to take action on this "Warren Buffett-style marijuana play" after its 296% 12-month run. With an increased push towards legalization in much of the U.S., particular nich...Read More

Gold miners continue to cut costs, up production and finally - raise more money

May 06, 2019 / www.mining.com

After a short rally at the start of 2018 year peaking at $1,354/ozt on March 25, the gold price fell steadily during Q2 and Q3 to USD 1,176/ozt on August 16, and then rebounded to $1,280/ozt on December 28. We analysed the effect of the gold price on the gold mining industry using data from the Mining Intelligence Data Application. The data we used represents companies reporting quarterly producti...Read More

Gold miners continue to cut costs, up production and finally - raise more money

May 06, 2019 / www.mining.com

After a short rally at the start of 2018 year peaking at $1,354/ozt on March 25, the gold price fell steadily during Q2 and Q3 to USD 1,176/ozt on August 16, and then rebounded to $1,280/ozt on December 28. We analysed the effect of the gold price on the gold mining industry using data from the Mining Intelligence Data Application. The data we used represents companies reporting quarterly producti...Read More

Booming Disney Stock Attracts Pre-Earnings Options Bulls

May 06, 2019 / www.schaeffersresearch.com

DIS stock hit a record high late last monthIt's been a dramatic stretch for Walt Disney Co (NYSE:DIS) stock, per its 30-day historical volatility of 42%, which ranks in the 99th annual percentile. Most of this price action has been to the upside, with DIS shares carving out fresh highs on Disney+ streaming service details and a blowout "Avengers: Endgame" premier. Options traders have made a beeli...Read More

Falcon Announces Private Placements of Units and of Flow Through Shares @FalconGoldCorp

May 06, 2019 / bit.ly

Falcon Gold Corp. (TSXV:FG) (Read full newsRead More

Arctic nations to meet amid tensions over environment, resources

May 06, 2019 / www.mining.com

Top diplomats from the United States, Russia and other nations which border the Arctic meet in Finland on Monday to discuss policies governing the polar region, as tensions grow over how to deal with global warming and access to mineral wealth.Countries have been scrambling to claim territory or, like China, boost their presence in the region as thawing ice raises the possibility of exploiting muc...Read More

ZYNE Stock Skyrocketing on CBD Gel Update

May 06, 2019 / www.schaeffersresearch.com

The FDA just granted Zynerba "fast track" status for its new CBD-based gelThe Food and Drug Administration (FDA) granted Zynerba Pharmaceuticals Inc (NASDAQ:ZYNE) "fast track" status for its cannabinoid-based gel, Zygel, used in the treatment of symptoms brought on by the rare genetic disability Fragile X Syndrome (FXS). The stock is up 8% at $12.36 as a result. ZYNE has seen some serious growth...Read More

EnGold extends mineralization at Lac La Hache

May 06, 2019 / www.mining.com

Vancouver-based EnGold Mines has successfully extended the high grade gold-bearing quartz veins at its Lac La Hache property in the Cariboo region. The veins include a series of narrow, quartz-carbonate, gold-silver sulphide veins in several new showings chosen after follow-up to the 2018 soil geochemical results. The seven hole, 463-metre drill program extended the Main vein to 180 metres total s...Read More

EnGold extends mineralization at Lac La Hache

May 06, 2019 / www.mining.com

Vancouver-based EnGold Mines has successfully extended the high grade gold-bearing quartz veins at its Lac La Hache property in the Cariboo region. The veins include a series of narrow, quartz-carbonate, gold-silver sulphide veins in several new showings chosen after follow-up to the 2018 soil geochemical results. The seven hole, 463-metre drill program extended the Main vein to 180 metres total s...Read More

EnGold extends mineralization at Lac La Hache

May 06, 2019 / www.mining.com

Vancouver-based EnGold Mines has successfully extended the high grade gold-bearing quartz veins at its Lac La Hache property in the Cariboo region. The veins include a series of narrow, quartz-carbonate, gold-silver sulphide veins in several new showings chosen after follow-up to the 2018 soil geochemical results. The seven hole, 463-metre drill program extended the Main vein to 180 metres total s...Read More

Stocks Battle Trade Headwinds as VIX Spikes

May 06, 2019 / www.schaeffersresearch.com

Meanwhile, put volume is notably higher than normal on emerging markets ETF EEMThe Dow Jones Industrial Average (DJI) continues to pare its early morning losses, last seen trading near session highs, though the blue-chip index remains deep in the red at midday. Traders are still digesting President Donald Trump's tariff tweets that sparked a sell-off in global markets, as investors again worry ab...Read More

Dow Stock Flashing Reliable Buy Signal Again

May 06, 2019 / www.schaeffersresearch.com

CAT options are attractively priced As trade war fears stir up tension on Wall Street, trade-sensitive stocks like Caterpillar Inc. (NYSE:CAT) come into focus. At last check, CAT was down 3.2% to trade at $136.30, but as the stock nears a familiar trendline, history suggests this pullback could present a buying opportunity for the Dow name. Specifically, the equity is trading within one standard...Read More

Faltering metals get check-up as industry gathers in Hong Kong

May 06, 2019 / www.mining.com

Base metals have had a shaky start to 2019, with a cautious first-quarter advance giving way to an April drop on uncertainty about the global economy and the impact Chinese stimulus will have on consumption.Clouding the outlook are mixed signals on world growth. China's first official gauge of the manufacturing sector fell in April, indicating that more may be needed to bed down the economic stabi...Read More

Faltering metals get check-up as industry gathers in Hong Kong

May 06, 2019 / www.mining.com

Base metals have had a shaky start to 2019, with a cautious first-quarter advance giving way to an April drop on uncertainty about the global economy and the impact Chinese stimulus will have on consumption.Clouding the outlook are mixed signals on world growth. China's first official gauge of the manufacturing sector fell in April, indicating that more may be needed to bed down the economic stabi...Read More

Kraft Heinz Attracts Put Buyers on Plans to Restate Earnings

May 06, 2019 / www.schaeffersresearch.com

However, KHC shares have erased early losses Shares of Kraft Heinz Co (NASDAQ:KHC) were notably lower out of the gate, after the company announced it will be restating its financial reports from past quarters, due to "certain misstatements" and employee misconduct. Kraft also delayed its first-quarter earnings release. However, KHC shares have since turned higher, after Warren Buffett -- whose Be...Read More

A Banner Year For #Crypto Theft, Raking In $1.2 Billion | Zero Hedge

May 06, 2019 / www.zerohedge.com

If you break it down, theft alone was $356 million for Q1 2019...the rest was fraud.Read full newsRead More

US, allies propose financing for power plant for Papua New Guinea gold mine

May 06, 2019 / www.mining.com

The United States and a group of Pacific allies are proposing to finance a power plant to kick-start the Wafi-Golpu mine in Papua New Guinea, one of the world's largest untapped gold resources, two sources familiar with the plan said.The proposal would be the first to be funded by a partnership of the United States, Australia, New Zealand and Japan that pledged to support electricity projects in P...Read More

Wesfarmers' soft bid for Kidman spotlights lithium's financing issues

May 06, 2019 / www.mining.com

Wesfarmers Ltd's bid for Australia's Kidman Resources undervalues the lithium miner, analysts said on Friday, reflecting the financing difficulties the sector faces even as electric car makers warn of raw material shortages.Wesfarmers offered a 47 percent premium for Kidman, which is developing the Mount Holland project in Western Australia through a joint venture with battery chemicals maker Soci...Read More

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