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
Infill drilling from March through October at Osisko Mining's (TSX: OSK) Lynx deposit at its Windfall project, in the Abitibi greenstone belt in the James Bay region of Quebec, has added ounces and higher grades, the company announced in a resource update.Osisko has increased Lynx's indicated resources by 153,000 ounces of gold and boosted its grade from the 7.51 grams gold per tonne in a May 2018...Read More
In this current commodity price environment, the mining space is filled with excellent opportunities. That said, risk levels have risen sector-wide, leading to much of the decline in equity values in this space. Here are three of my top picks for investors looking for a decent risk/reward return in this space.Hudbay MineralsFor those interested in gaining exposure to the base metals space, Hudbay...Read More
The few mining stocks on the S&P500 were part of the rally, with Freeport-McMoRan (NYSE: FCX) rising 6.49%.London's key index closed lower yesterday, but metals and mining stocks were up 0.76%, and futures are pointing to a positive start today.Metals and mining stocks on the S&P/TSX Composite Index were up about 3% yesterday.Diversified miners Teck Resources TSX: TECK.B), Turquoise Hill R...Read More
Diamond drilling at Kintavar Exploration's Mitchi Project, Quebec. Source: Kintavar Exploration Inc.Kintavar Exploration Inc. [KTR-TSXV] shares were active Thursday after the company released assays results from drilling on the Sherlock Corridor area of its Mitchi property in Quebec.The program included 12 drill holes (2,300 metres) that primarily investigated surface exploration targets on the S...Read More
Full Article: Gold Remains One Of Top Investments For 2019 - Legg MasonBy: Neils Christensen(Kitco News) - For the second year in a row, investors remain optimistic that gold will shine in 2019 as they search for stability in an environment of growing uncertainty and volatility, according to a survey conducted by international investment firm Legg Mason.According to the firm's Global Investment...Read More
(IDEX Online) - Lightbox, the De Beers Group laboratory-grown diamond jewelry company, kicked off Cyber Week with the opening of its first pop-up store at The Oculus, Westfield World Trade Center on Monday. Lightbox General Manager Steve Coe and Head of Marketing Sally Morrison were joined by models from the brand's advertising campaign for a lighting ceremony. For Cyber Week,...Read More
(IDEX Online) - MVI Marketing LLC (MVI)'s team recently completed a consumer research study asking wealthy, millennial age, Asian-American and Hispanic/Latino-American consumers about their shopping preferences and behaviors. The results, MVI says, are noteworthy for brand marketers. Certain brands consistently denote status, quality, prestige and affluence among Forward Facing Immigrant (...Read More
Many investors who avoid real estate are afraid of the anticipated difficulties of being landlords. They hear horror stories. They think to themselves, "I don't want to fix toilets," and "I don't want to get calls from tenants in the middle of the night." These are common excuses I hear from people avoiding a challenge.There are strategies for intelligently managing a property that any capable per...Read More
For investors, buying shares of an undervalued stock is good.But there is something much better.I’m talking about buying shares of an undervalued stock where there is also a near-term catalyst on the horizon that will force the market to properly value the company.Value with a catalyst. Yes, that is much better.With that in mind, I present to you Halcon Resources (HK).An undervalued opportun...Read More
DR Congo: Is government intervention the real risk to watch?SPONSOREDverisk maplecroftMahenge the Cinderella of the graphite space?SPONSOREDblack rock miningSky is the limit for BSK at Amarillo GrandeSPONSOREDblue sky uraniumNew Energy brings experience to new dawnSPONSOREDnew energy mineralsSince, late 2015, the mining world has been enjoying the effects of rebounding commodity prices and, more s...Read More
Testing at Rubicon Minerals'(TSX: RMX; US-OTC: RBYCF) Phoenix gold project has yielded positive reconciliation results that validate the 2018 mineral resource estimate, as well as the new geological model and structural interpretation of the F2 deposit, the company says.Over the summer and fall, Rubicon extracted material from three test stopes in the upper areas of the deposit where modelled grad...Read More
DR Congo: Is government intervention the real risk to watch?SPONSOREDverisk maplecroftMahenge the Cinderella of the graphite space?SPONSOREDblack rock miningSky is the limit for BSK at Amarillo GrandeSPONSOREDblue sky uraniumNew Energy brings experience to new dawnSPONSOREDnew energy mineralsLast week's ‘From the Capital' column characterised the combination of slowing global economic growth...Read More
In my last post, I mouthed off about how ridiculously expensive I feel like many World Class Tier 1 real estate assets are selling for in today’s market…Now, please keep in mind, real estate is a very broad asset class and I know how difficult (simplistic) it can be to paint a sweeping generalization of the entire sector…So, please bear with me…Anyway, with all that said, I...Read More
"One martini is alright," counseled the late James Thurber."Two is too many"… "and three is not enough."As with the martini, so with debt.Today we tell a woeful tale of substance abuse…Assume an economy in doldrums. Debt appears to offer a hand up.The initial dose of debt brightens the economic spirits, livens the pace of commerce, sets the idle machines of industry awhir.The customer...Read More
The market has been unpredictable lately...and I'm sure more twists and turns lie ahead.But unless you're cashing out tomorrow, you should be fine. Let's keep things in perspective:?EUR? October 28, 1929: The "great crash" knocked Wall Street down 12.82% and jumpstarted the Great Depression.?EUR? October 19, 1987: The Black Monday crash dropped stocks by 22%.?EUR? September 17, 2001: The Dow fell...Read More
It’s no secret to long-term readers of this blog that I got to where I am today because I was lucky beyond belief to have been fortunate enough to have been able to gobble up World Class Tier 1 real estate assets when they were discarded to the bargain bin back in 2012-2013, and to a lesser extent from 2014-2015.Anyway, the thing about me (as you may or may not know) is that I try and be as...Read More
I added a new stock to my portfolio today. A pretty straight forward story. The stock is Metalla Royalty and Streaming and is listed on the CSE under the symbol MTA. I bought my position at 72 cent...Read full newsRead More
Sen. Pat Roberts says negotiators have reached a tentative agreement on the outstanding issues with the farm bill. Congress needs to pass the bill before the end of the year.Read full newsRead More
Any news of a deal between the USA and China on the trade war front will result in copper, zinc, lead, nickel and aluminum to rise five percent anytime. The Trump-Xi meeting is on Saturday. Before Saturday, all the speculation will move silver and industrial metals. How to trade in invest in 2019The year 2018 is not yet over. Each day till 31st December, a new economic data release or news/spe...Read More
Any news of a deal between the USA and China on the trade war front will result in copper, zinc, lead, nickel and aluminum to rise five percent anytime. The Trump-Xi meeting is on Saturday. Before Saturday, all the speculation will move silver and industrial metals. How to trade in invest in 2019The year 2018 is not yet over. Each day till 31st December, a new economic data release or news/spe...Read More