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
Economic growth is going to be hard to come by, making for a difficult investment landscape that may last for a while. Click here for my full analysis.Read full newsRead More
PyroGenesis Canada Inc. (NASDAQ:NASDAQ:PYR) Q4 2022 Results Conference Call March 31, 2023 11:00 AM ETCompany ParticipantsRodayna Kafal - Vice President, Investor RelationsPeter Pascali -...Read full newsRead More
Milestone Scientific Inc. (NYSE:NYSE:MLSS) Q4 2022 Results Conference Call March 31, 2023 8:30 AM ETCompany ParticipantsDavid Waldman - Investor RelationsArjan Haverhals - Chief Executive...Read full newsRead More
Sachem Capital Corp. (NYSE:NYSE:SACH) Q4 2022 Results Conference Call March 31, 2023 8:00 AM ETCompany ParticipantsKevin Reed - ICRJohn Villano - Chief Executive OfficerJohn Warch - Chief...Read full newsRead More
Sigma Additive Solutions, Inc. (NASDAQ:NASDAQ:SASI) Q4 2022 Earnings Conference Call March 30, 2023 4:30 PM ETCompany ParticipantsChristopher Tyson - Executive Vice President, MZ North...Read full newsRead More
Nuvve Holding Corp. (NASDAQ:NASDAQ:NVVE) Q4 2022 Results Conference Call March 31, 2023 10:00 AM ETCompany ParticipantsEduardo Royes - Managing Director, ICRGregory Poilasne - Chief...Read full newsRead More
Eastside Distilling, Inc. (NASDAQ:NASDAQ:EAST) Q4 2022 Results Conference Call March 31, 2023 5:00 PM ETCompany ParticipantsAmy Brassard - Corporate SecretaryGeoffrey Gwin - CEO and...Read full newsRead More
Invesco S&P 500 Equal Weight Financials ETF is the same portfolio as the more popular XLF, except that it weights holdings equally. Click here for our take on RYF.Read full newsRead More
CARZ is an ETF that provides access to companies whose businesses include a presence in the electric and autonomous vehicle market. Click here to read my analysis.Read full newsRead More
My year over year dividend income was up 59.8%, while the quarter over quarter dividend income was down 0.55%. Click here to read my recent update and analysis.Read full newsRead More
Via Renewables, Inc. (NASDAQ:NASDAQ:VIA) Q4 2022 Earnings Conference Call March 30, 2023 11:00 AM ETCompany ParticipantsStephen Rabalais - Director-FP&A and Investor RelationsKeith...Read full newsRead More
Markets have survived another hit to the body, delivered by outlier hyper-aggressive regional banks. Click for our review of the MMI report.Read full newsRead More
X Financial (NYSE:NYSE:XYF) Q4 2022 Results Conference Call March 31, 2023 7:00 AM ETCompany ParticipantsKan Li - PresidentFrank Fuya Zheng - Chief Financial OfficerConference Call...Read full newsRead More
Virgin Orbit's failure is not unexpected. Read why VORB needed a perfect commercialization path for its product.Read full newsRead More
Kohl's Corporation's CEO just bought $2 million worth of shares near multi-years lows. What does this mean for prospective KSS stock purchasers? Read more here.Read full newsRead More
Devon boasts a strong financial position and prudent investment strategy, focusing on generating free cash flow and maintaining a low net leverage of 0.5x EBITDA. Read more here.Read full newsRead More
Neptune Wellness Solutions Inc. (NASDAQ:NASDAQ:NEPT) Q3 2023 Results Conference Call March 30, 2023 5:00 PM ETCompany ParticipantsValter Pinto - Managing Director, KCSAMichael Cammarata -...Read full newsRead More
Vivos Therapeutics, Inc. (NASDAQ:NASDAQ:VVOS) Q4 2022 Results Conference Call March 30, 2023 5:00 PM ETCompany ParticipantsJulie Gannon - Investor Relations OfficerKirk Huntsman - Chairman...Read full newsRead More
Shift4 reported its Q4 and full year 2022 financial results on February 28, 2023. Learn why my outlook remains a Buy on FOUR.Read full newsRead More
Micron Technology is suffering from a classic commodity market downturn, with a significant impact on prices. Click here for our thoughts on MU stock prospects.Read full newsRead More