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
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
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 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 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 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
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
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
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
Hochschild informed Skeena that it has satisfied the minimum annual expenditure requirements on Snip, which Skeena implied was a minimum of C$15 million.Read More
(IDEX Online) - The GIA is facing criticism over the new digital-only reports it introduced in January.Dealers say retail customers still expect a paper certificate and are, in some cases, refusing to buy a diamond without one.The GIA (Gemological Institute of America) says its paperless Diamond Dossiers, for stones up to 1.99-cts, are the first step towards phasing out all printed reports with th...Read More
We note yesterday's indictment of former United States president Donald John Trump.The incident kindled in us a mood of reflection... as an old photograph may recall a man to the time in which it was captured.Mr. Trump remains archvillain to some. He remains archangel to others.He is neither to us. Nor was he ever.We found the fellow's tenure infinitely amusing. It was a dozen-ringed circus, a gra...Read More
There is a bit of an oversight in the world of gold.If you do an internet search for reasons to invest in gold, you'll find the same answers repeated over and over, and those reasons tend to be:Inflation protectionGeopolitical uncertaintyMarket volatilityIncreasing demandSupply constraintsAll of these things are true and very good things to consider when investing in gold.But one thing that's ver...Read More
Resources Connection, Inc. (NASDAQ:NASDAQ:RGP) Q3 2023 Earnings Conference Call April 4, 2023 5:00 PM ETCompany ParticipantsKate Duchene - CEOTim Brackney - President & COOJenn Ryu -...Read full newsRead More
Desktop Metal, Inc. has yet to generate positive earnings or free cash flow, and the valuation paradigm remains. Click here for more on DM stock prospects.Read full newsRead More
Bond yields have been dropping since March 8 when the problems at Silicon Valley Bank surfaced. Click for a review of what is happening with rates.Read full newsRead More
Wild swings in relative share prices leads to a dramatic change in relative values. Click here to read my analysis.Read full newsRead More
The highest-yield 10 stocks are April's Dogs of the Dow: CSCO, GS, JPM, AMGN, CVX, IBM, DOW, WBA, MMM, VZ, averaging a 4.44% annual yield. Click here for our lists.Read full newsRead More
Mercer International's revenues are slowing down as a result of weakening markets and high leverage. Click here to read my most recent analysis of MERC stock.Read full newsRead More
InterCure Ltd. (NASDAQ:NASDAQ:INCR) Q4 2022 Earnings Conference Call April 4, 2023 4:30 PM ETCompany ParticipantsAlexander Rabinovitch - CEO & DirectorAmos Cohen - CFOConference Call...Read full newsRead More
Despite recent challenges, I believe Xometry is well-positioned to serve a massive TAM. Click here to see our take on XMTR stock.Read full newsRead More
AgEagle Aerial Systems, Inc. (NYSE:NYSE:UAVS) Q4 2022 Earnings Conference Call April 4, 2023 4:30 PM ETCompany ParticipantsBarrett Mooney - Chief Executive OfficerNicole Fernandez-McGovern...Read full newsRead More
RocketFuel Blockchain, Inc. (OTCQB:RKFL) Q3 2022 Earnings Conference Call April 4, 2023 4:30 PM ETCompany ParticipantsBen Yankowitz - Chief Financial OfficerPeter Jensen - Chief Executive...Read full newsRead More
Exela Technologies, Inc. (NASDAQ:NASDAQ:XELA) Q4 2022 Results Conference Call March 4, 2023 4:30 PM ETCompany ParticipantsVince Kondaveeti - VP, Corporate DevelopmentPar Chadha - Executive...Read full newsRead More
I would not personally buy Arbor Realty Trust until its price is half of its current book value, or around $6.50. Click here to learn why.Read full newsRead More
I do not consider NL Industries stock to be an attractive investment vehicle at this time. Click here to read my analysis of NL stock.Read full newsRead More
Republic First Bancorp is the bank holding company for Republic Bank. Click here to find out why we are bearish on FRBK stock.Read full newsRead More
RPM International beat on EPS and missed on revenue but remain positive on 2023 guidance. Learn why I think RPM stock will yield long-term success.Read full newsRead More
Emerging markets' local currency bonds have been resilient amid extreme volatility in U.S. rates, recent banking troubles, and continued uncertainty around inflation and economic growth.Read full newsRead More