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

$PRGS - Progress Software Corporation 2023 Q1 - Results - Earnings Call Presentation.

March 28, 2023 / seekingalpha.com

The following slide deck was published by Progress Software Corporation in conjunction with their 2023 Q1 earnings call.Read full newsRead More

$LGMK - LogicMark, Inc. (LGMK) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

LogicMark, Inc. (NASDAQ:NASDAQ:LGMK) Q4 2022 Earnings Conference Call March 28, 2023 4:30 PM ETCompany ParticipantsLouie Toma - CORE IRChia-Lin Simmons - Chief Executive OfficerMark Archer...Read full newsRead More

The S&P 500 Has Dramatically Outperformed REITs Over The Last 7 Years.

March 28, 2023 / seekingalpha.com

From calendar year 2016 to 2022, the S&P 500 Trust has dramatically outperformed the Vanguard Real Estate Index Fund. Read more here.Read full newsRead More

$EKSO - Ekso Bionics Holdings, Inc. (EKSO) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

Ekso Bionics Holdings, Inc. (NASDAQ:NASDAQ:EKSO) Q4 2022 Earnings Conference Call March 28, 2023 4:30 PM ETCompany ParticipantsMatt Steinberg - Investor Relations, FINN PartnersScott Davis...Read full newsRead More

$SBAC - Why We Bought More SBA Communications.

March 28, 2023 / seekingalpha.com

SBA Communications stock is a strong buy for investors willing to wait. Read why SBAC could be a winner over several years.Read full newsRead More

$FPEI - FPEI: Another Instrument To Play The Regional Banks Crisis.

March 28, 2023 / seekingalpha.com

The FPEI ETF is overweight bank preferred securities, with insurance and capital markets being the next highest segments. Find out our analysis of the fund.Read full newsRead More

$BABA - Alibaba Group: A Great Move Aimed At Boosting Shareholder Value.

March 28, 2023 / seekingalpha.com

Alibaba Group's management announced that they were restructuring the company in a drastic shift away from a centralized model. Read what investors need to know.Read full newsRead More

$CEAD - CEA Industries Inc. (CEAD) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

CEA Industries Inc. (NASDAQ:NASDAQ:CEAD) Q4 2022 Earnings Conference Call March 28, 2023 4:30 PM ETCompany ParticipantsTony McDonald - Chairman and Chief Executive OfficerIan Patel - Chief...Read full newsRead More

$EW - Edwards Lifesciences: Solid, Not Spectacular.

March 28, 2023 / seekingalpha.com

Edwards Lifesciences Corporation saw solid underlying growth in 2022, held back by a strong dollar. Click here for our analysis of EW stock prospects for 2023.Read full newsRead More

$BTG $BTO:CA - B2Gold: An Attractive Valuation, But Also More Jurisdictional Risk.

March 28, 2023 / seekingalpha.com

Sabina Gold & Silver acquisition seems like a good fit for B2Gold as it will boost reserves and improve the jurisdictional risk. Read what investors need to know.Read full newsRead More

$OKENF - Okeanis Eco Tankers: Top Choice For Crude Tanker Exposure.

March 28, 2023 / seekingalpha.com

Okeanis Eco Tankers Corp. has a cheap valuation, is leveraged, great management, and a generous dividend policy. Click here for more on OKENF stock.Read full newsRead More

$EE - Excelerate Energy, Inc. 2022 Q4 - Results - Earnings Call Presentation.

March 28, 2023 / seekingalpha.com

The following slide deck was published by Excelerate Energy, Inc.Read full newsRead More

$BIZD - BIZD: Many BDC Managers May Not Have Your Best Interest In Mind.

March 28, 2023 / seekingalpha.com

With many retired investors growing, demand for ultra-high-yield investments surged, creating potential market dislocations. Read what investors need to know.Read full newsRead More

$GROY - Gold Royalty Corp (GROY) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

Gold Royalty Corp (NYSE:NYSE:GROY) Q4 2022 Earnings Call Transcript March 28, 2023 11:00 AM ETCompany ParticipantsJoanne Jobin - IR.INC, Investor RelationsDavid Garofalo - Chief Executive...Read full newsRead More

$AMZN - Amazon: 2022 Net Loss Was Likely A One-Off.

March 28, 2023 / seekingalpha.com

We conducted an expense analysis on Amazon's operating expenses in 2022 and deduced that wage growth was the biggest cause for its increase in expenses. Read more here.Read full newsRead More

$NOTE - FiscalNote Holdings, Inc. (NOTE) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

FiscalNote Holdings, Inc. (NYSE:NYSE:NOTE) Q4 2022 Earnings Conference Call March 28, 2023 10:00 AM ETCompany ParticipantsSara Buda - Vice President of Investor RelationsTimothy Hwang -...Read full newsRead More

$MKC - Where Will McCormick Stock Be In 4 Years?.

March 28, 2023 / seekingalpha.com

McCormick stock has been overvalued for several years and has likely started the process of rerating to a lower valuation. Read why rate MKC stock a strong sell.Read full newsRead More

$NEMTF $NEMKY - Nemetschek: No Immediate Catalyst In The Near Term.

March 28, 2023 / seekingalpha.com

2023 guidance for Nemetschek is largely in line with the consensus, but NEMKY has macro headwinds in Design and Bluebeam subscription shift. Read more about NEMTF here.Read full newsRead More

$CANE - CANE: Sugar Continues To Trend Higher.

March 28, 2023 / seekingalpha.com

Sugar is in a bullish trend. The 2016 high is the target. Click here to read why investors should take a closer look at the CANE sugar ETF.Read full newsRead More

$ULH - Universal Logistics Holdings: A Favorable Risk-To-Reward Opportunity Right Now.

March 28, 2023 / seekingalpha.com

Universal Logistics continues to fare well, especially on its bottom line, even though recent top line figures have been mixed. Learn why I've changed my rating of ULH from a hold to buy.Read full newsRead More

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