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

Court quashes NGO challenge to KORE Mining's drill program in California

March 28, 2023 / www.northernminer.com

A U.S. court ruling announced today will allow KORE Mining (TSXV: KORE; US-OTC: KOREF) to proceed with drilling at its Long Valley gold project in California's Mono County.On Tuesday, the U.S. District Court for the Eastern District of California denied a motion by NGOs to overturn authorization granted by the United States Forest Service (USFS) of KORE's proposed drill program. An initial, 3,000-...Read More

Canadian budget contains $21 billion for clean technologies and critical minerals

March 28, 2023 / www.northernminer.com

Ottawa plans to spend $21 billion over five years on clean technology in one of the main platforms affecting the mining industry contained in Tuesday's annual federal budget.Finance Minister Chrystia Freeland said the amount, including a 30% investment tax credit to boost clean-tech manufacturing, especially in the electric vehicle (EV) supply chain, could expand to $80 billion by 2034. "We are g...Read More

Fokus Mining drills 1.18 g/t gold over 27 metres at Galloway, Quebec

March 28, 2023 / www.canadianinvestor.com

Share this articleVANCOUVER - Fokus Mining Corp. [FKM-TSXV; FKMCF-OTCQB; F7E1-FSE] has intersected grades of 1.18 g/t gold over 27 metres and 1.01 g/t gold over 24 metres, respectively, in drill holes GA-22-66 and GA-22-67, both located in the RB zone at the 100%-owned Galloway project, 30 km west of Rouyn-Noranda, Quebec.Three other gold-bearing sections containing grades ranging from 1.20 g/t go...Read More

The Next Great War With China?

March 28, 2023 / www.outsiderclub.com

Every tech advancement that promises to significantly disrupt the economy is an implicit war with China. No bullets or bombs are let loose, but the stakes are just as high. China has been on a nonstop mission of economic imperialism for decades now. The communist leaders have sacrificed the social well-being of their citizens in exchange for unfathomable wealth. This drive can never be satisfie...Read More

Lundin Mining to buy 51% of Caserones for US$950M

March 28, 2023 / www.mining-journal.com

Lundin will pay JX an initial $800 million with $150 million in deferred cash payments over six years. This includes $50 million in five $10 million annual instalments and $100 million in 2029.Read More

Blue Nile to Lay Off 119 Workers

March 28, 2023 / www.idexonline.com

(IDEX Online) - Blue Nile, the online jeweler acquired by Signet for $360m last August, is laying off 119 workers.Signet said it was consolidating operations to New York City and closing the Blue Nile fulfillment center in Seattle."As part of the integration of Blue Nile, we will be reducing duplicative fulfillment center services to centralize these services within our existing New York City fulf...Read More

$CTMX - CytomX Therapeutics, Inc. (CTMX) Q4 2022 Earnings Call Transcript.

March 27, 2023 / seekingalpha.com

CytomX Therapeutics, Inc. (NASDAQ:NASDAQ:CTMX) Q4 2022 Earnings Conference Call March 27, 2023 5:00 PM ETCompany ParticipantsChris Ogden - SVP of Finance and AccountingSean McCarthy - CEO...Read full newsRead More

$BNTX - BioNTech FY22 Earnings Review - 5 Questions Answered After Today's Results.

March 27, 2023 / seekingalpha.com

BioNTech is more than a COVID vaccine developer. Read how its infectious disease vaccine platform and multi-layered oncology platform are clicking into gear.Read full newsRead More

$WCBR - WisdomTree Cybersecurity Fund: A Small Fund With Big Return Potential.

March 27, 2023 / seekingalpha.com

Compared to similar funds in the industry, WisdomTree Cybersecurity Fund is a relatively smaller fund and that allows WCBR to be nimble. Click here for our review.Read full newsRead More

RT @Stonefoxcapital: $SOFI leading in a crisis $UPST $LC

March 27, 2023 / seekingalpha.com

SoFi launched a $2M solution to the FDIC insurance limits to garner more deposits during this banking crisis. Read why SOFI stock remains an incredible bargain.Read full newsRead More

RT @MikeZaccardi: I always appreciate being quoted in the @seekingalpha Monday market recap!

March 27, 2023 / seekingalpha.com

Stocks finished Monday with a mixed performance. The further easing of concerns about the banking sector gave a lift to the Dow and S&P 500Read full newsRead More

A Double Play For A Rugged Tape.

March 27, 2023 / seekingalpha.com

Given the macro backdrop and confounding sector rotations, 2022 has been tough sledding for many investors. Adversity breeds opportunity. Click here for my 2 picks.Read full newsRead More

$MMS - Maximus Is Upbeat On Guidance But Growth May Be Uneven.

March 27, 2023 / seekingalpha.com

Maximus reported its FQ1 2023 financial results on February 9, 2023. Click here to read why I'm on Hold for MMS stock in the near term.Read full newsRead More

$M - Macy's: Still No Reasons For Optimism.

March 27, 2023 / seekingalpha.com

Macy's latest financials demonstrated a decline across all critical metrics, and the outlook for FY 23 also looks cloudy. Click here to read more about M stock.Read full newsRead More

$BYND - Beyond Meat: These Are Unsustainable Losses.

March 27, 2023 / seekingalpha.com

Beyond Meat is suffering double-digit revenue declines in spite of price drops. Click here to read my analysis of BYND stock.Read full newsRead More

$CVV - CVD Equipment Corporation (CVV) Q4 2022 Earnings Call Transcript.

March 27, 2023 / seekingalpha.com

CVD Equipment Corporation (NASDAQ:NASDAQ:CVV) Q4 2022 Earnings Conference Call March 27, 2023 5:00 PM ETCompany ParticipantsEmmanuel Lakios - President and Chief Executive OfficerRichard...Read full newsRead More

$IVR - Invesco Mortgage Capital: Income Investors Just Got Crushed (Rating Downgrade).

March 27, 2023 / seekingalpha.com

The Invesco Mortgage Capital Inc. dividend cut of 38.5% caught us slightly by surprise. Click here to see our take on IVR stock.Read full newsRead More

$BMTX - BM Technologies, Inc. 2022 Q4 - Results - Earnings Call Presentation.

March 27, 2023 / seekingalpha.com

The following slide deck was published by BM Technologies, Inc.Read full newsRead More

$BOWL - Bowlero Is On A Split Path To Profitability.

March 27, 2023 / seekingalpha.com

Bowlero is the largest operator of bowling centers, operating under the Bowlero, AMF and Bowlmor brands. Click here to read my most recent analysis of BOWL.Read full newsRead More

$FORA - Forian Inc. (FORA) Q4 2022 Earnings Call Transcript.

March 27, 2023 / seekingalpha.com

Forian Inc. (NASDAQ:NASDAQ:FORA) Q4 2022 Earnings Conference Call March 27, 2023 4:30 PM ETCompany ParticipantsMax Wygod - Executive Chairman and Interim Chief Executive OfficerMichael...Read full newsRead More

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