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

Analyst Note Propels Axon Stock Past 200-Day

April 08, 2019 / www.schaeffersresearch.com

Call buying has been popular on AAXNAxon Enterprise Inc (NASDAQ:AAXN) is trading 4.7% higher at $60.46, after Raymond James upgraded the stock to "strong buy" from "outperform," expecting strong sales growth over the next three years. In fact, the brokerage firm believes AAXN stock could rise to $100 in 2021, and that the company's new line of products could double subscriber growth by 2022. As su...Read More

The Message From The Jobs Report Is Clear: The #Economy Is Slowing | Zero Hedge

April 08, 2019 / www.zerohedge.com

The current annual rate of employment growth is 1.4% which is lower than any previous employment level prior to a recession in history...Read full newsRead More

A Blueprint for Success in 2019

April 08, 2019 / www.schaeffersresearch.com

Three stocks could help investors double their money in 2019.2019 could be a game-changer for investors... Especially those looking to potentially double their money.Those investors now have a simple blueprint to follow for success.Simply put, these three stocks could be the best way to make money in 2019 -- whether the markets are flying high, or sinking like a ship.This free Investor's Report re...Read More

CBD Stock Attracts Option Bulls With Walmart Deal

April 08, 2019 / www.schaeffersresearch.com

The shares are pacing for their best day since NovemberThe shares of CBD-infused drink maker New Age Beverages Corp (NASDAQ:NBEV) are in rally mode today, after the company inked its first national distribution agreement. Specifically, New Age's Marley Mate brand ofdrinks will soon hit Walmart (WMT) shelves. Against this backdrop, NBEV stock is up 18.7% at $5.67, and options traders are swarming.N...Read More

Rogue Economist Predicts Next Bubble Burst

April 08, 2019 / www.schaeffersresearch.com

The next financial bubble burst could be so massive, it even takes out gold. One economist is making a very bold prediction.This man says that the colossal financial bubble that exists in today's economy is stretching closer and closer to its breaking point.And when it does pop -- soon, very soon -- it's not only going to take out the entire stock market... it'll absolutely crush other assets too....Read More

As Goldman backs off, Citi says chase iron ore rally to $100

April 08, 2019 / www.mining.com

Iron ore's poised to hit $100 a ton, according to Citigroup Inc., which highlighted "very, very low" seaborne cargoes just as data from China may show a pick-up in demand. That view follows advice from Goldman Sachs Group Inc. that investors should be closing bullish bets after recent gains."Iron ore is not a demand story, it's a supply story," Citigroup Inc. Global Head of Commodities Research Ed...Read More

Roku Options Traders Active During Slide

April 08, 2019 / www.schaeffersresearch.com

ROKU options are attractively priced at the moment, tooRoku Inc (NASDAQ:ROKU) stock is down 6.2% to trade at $59.81 today, after Citigroup downgraded the streaming name to "sell" from "neutral" on competition concerns. The stock is fresh off its second weekly loss of 2019, and has now racked up four downgrades in the past month. Despite the recent struggles, ROKU call options have been flying off...Read More

S&P Win Streak in Jeopardy; Dow Drops on Bad News for Boeing

April 08, 2019 / www.schaeffersresearch.com

BA was downgraded after slashing 737 productionThe Dow Jones Industrial Average (DJI) has continued its journey south this afternoon, down over 120 points, pushed lower by a steep decline from Boeing (BA). In addition, traders are digesting a drop in February factory orders, and are exercising caution ahead of the start of earnings season, with big banksWells Fargo (WFC) and JPMorgan Chase (JPM)...Read More

A million tons of copper is on the way: it may not be enough

April 08, 2019 / www.mining.com

Giant mines currently under construction will churn out an additional 1 million tons of copper through 2023, but that won't be enough to fully close an expected gap between supply and demand in the next few years.Industry analysts and executives descending on Santiago this week for the Cesco conference, one of the industry's biggest events, are in bullish spirits: a key indicator of the market for...Read More

A million tons of copper is on the way: it may not be enough

April 08, 2019 / www.mining.com

Giant mines currently under construction will churn out an additional 1 million tons of copper through 2023, but that won't be enough to fully close an expected gap between supply and demand in the next few years.Industry analysts and executives descending on Santiago this week for the Cesco conference, one of the industry's biggest events, are in bullish spirits: a key indicator of the market for...Read More

Analyst Serves Chip Stock Rare Downgrade

April 08, 2019 / www.schaeffersresearch.com

The stock has added more than 50% since its late-December lowShares of Micron Technology, Inc. (NASDAQ:MU) are moving lower, last seen down 0.8% at $42.98, after Cowen and Company downgraded the stock to "market perform" from "outperform," and trimmed its price target to $45 from $46. Cowen said it expects Micron's profitability to decline in 2020, and predicted margin pressure for the rest of 2...Read More

Cordoba to drill for porphyry source beneath Alacran

April 08, 2019 / www.mining.com

Cordoba Minerals (TSXV: CDB) is planning a 1,000 metre drill program at its Alacran copper-gold deposit, part of its San Matias copper-gold project in Colombia. Based on its results, the company may double the drill program.The miner will initially drill a single, 700 metre hole about 300 metres west of the Alacran targeting a potential copper-gold porphyry beneath the known deposit. It will then...Read More

Cordoba to drill for porphyry source beneath Alacran

April 08, 2019 / www.mining.com

Cordoba Minerals (TSXV: CDB) is planning a 1,000 metre drill program at its Alacran copper-gold deposit, part of its San Matias copper-gold project in Colombia. Based on its results, the company may double the drill program.The miner will initially drill a single, 700 metre hole about 300 metres west of the Alacran targeting a potential copper-gold porphyry beneath the known deposit. It will then...Read More

Cordoba to drill for porphyry source beneath Alacran

April 08, 2019 / www.mining.com

Cordoba Minerals (TSXV: CDB) is planning a 1,000 metre drill program at its Alacran copper-gold deposit, part of its San Matias copper-gold project in Colombia. Based on its results, the company may double the drill program.The miner will initially drill a single, 700 metre hole about 300 metres west of the Alacran targeting a potential copper-gold porphyry beneath the known deposit. It will then...Read More

"It Belongs To The People, Not The Bankers" - #Italy Moves To Seize #Gold From Central Bank | Zero Hedge

April 08, 2019 / www.zerohedge.com

"We need a change of course at the Bank of Italy if we think about what happened in the last years...The gold belongs to the Italians, not to the bankers..."Read full newsRead More

More Analyst Love for Snap Stock

April 08, 2019 / www.schaeffersresearch.com

SNAP has nearly tripled since its late-December bottomShares of Snap Inc (NYSE:SNAP) are up 4.4% to trade at $12.36 this morning, after RBC upgraded the Snapchat parent to "outperform" from "sector perform," while boosting its price target to $17 from $10. The analyst in coverage praised the company's product differentiation and consistency on iOS app rankings. The lofty price target -- territo...Read More

Coherus Stock Extends Impressive Rally on Drug Sales

April 08, 2019 / www.schaeffersresearch.com

The company announced preliminary sales of its biosimilarThe drug maker Coherus BioSciences Inc (NASDAQ:CHRS) is near the top of the Nasdaq today, after the company announced late Friday that preliminary sales of its biosimilar UDENYCA -- used in patients receiving myelosuppressive chemotherapy -- are expected to be between $36 million and $38 million. In response, CHRS stock is up 13.5% at $16.61...Read More

First bikes, then cars, now diggers as batteries' reach spreads

April 08, 2019 / www.mining.com

Komatsu Ltd. has developed its first battery-powered digger as it follows the auto industry in transitioning away from combustion engines.Asia's top construction equipment maker designed a 4.7-ton mini excavator that uses the same battery as its electric forklifts, Komatsu said in a statement on Monday. A fully charged battery allows two-to-six hours of operation, it said.Komatsu's "zero-emission"...Read More

JPMorgan Predicts 50% Sell-Off in General Electric Stock

April 08, 2019 / www.schaeffersresearch.com

An analyst at J.P. Morgan Securities set a $5 price target on GEThe shares of General Electric Company (NYSE:GE) had been hovering just above the $10 mark for almost a month, hinting at a potential layer of round-number support. However, a bearish brokerage note came out this morning and now has GE stock down 5.3% at $9.48, which would have it closing below the 50-day moving average for the first...Read More

Bearish Analysts Blast Boeing After Production Cuts

April 08, 2019 / www.schaeffersresearch.com

BofA-Merrill Lynch cut its rating on BA stockBoeing Co (NYSE:BA) stock is down 4.4% at $379.26, after the aerospace giant slashed production of its 737 MAX 8 aircraft following a global grounding in reaction to a pair of deadly crashes. Specifically, BA said it will reduce output by almost 20% to 42 units per month from 52 units per month beginning in mid-April.A round of negative analyst notes is...Read More

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