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

Citrix Systems Options Pricing in a Bigger-Than-Usual Earnings Reaction

October 24, 2018 / www.schaeffersresearch.com

CTXS shares are testing support north of the century markShares of Citrix Systems, Inc (NASDAQ:CTXS) are hovering near breakeven at $102.20 today, as traders gear up for the company's third-quarter earnings, which are set for release after the market closes tonight. Below we will take a look at how CTXS has been faring on the charts, and at what the options market has priced in for the stock's po...Read More

Goldman Sachs Says Buy the Dip on This Boeing Rival

October 24, 2018 / www.schaeffersresearch.com

The brokerage firm said the stock's recent pullback creates an attractive valuationGoldman Sachs upgraded Lockheed Martin Corporation (NYSE:LMT) to "buy" from "neutral," and added the Boeing (BA) rival to its "conviction list," saying a "recent pullback in shares makes valuation more attractive." The brokerage firm also raised its price target by $3 to $394. Nevertheless, the shares are down 0.6%...Read More

Quantifying drilling efficiencies - Why drilling metrics matter

October 24, 2018 / www.mining.com

How do you measure success?The mining sector continues to look for ways to improve efficiencies and lower costs and drilling companies are following suit. At the end of the day, the best drilling contractors know that it's all about providing maximum value to the customer.Drilling the meters is only one part of the equation and other metrics provide guidance to total value.To quantify drilling eff...Read More

Q&A with Randy Smallwood via @theassay

October 24, 2018 / www.theassay.com

Can you provide an introduction to Wheaton Precious Metals' core business and the history of the company? It takes capitalRead full newsRead More

3D Systems Stock Bounces Near Key Price Point

October 24, 2018 / www.schaeffersresearch.com

Earnings are less than a week away3D Systems Corporation (NYSE:DDD) is trading up 4.3% at $17.40 this morning, after Piper Jaffray upgraded the stock to "neutral" from "underweight" and lifted its price target to $17 from $14. The brokerage firm cited the company's recent partnership with Align Technology (ALGN) as a source of future growth, along with the launch of DDD's Figure 4 platform. Before...Read More

Tesla shares jump as Musk delivers quarterly profit, cash

October 24, 2018 / www.mining.com

SAN FRANCISCO, Oct 24 (Reuters) - Tesla Inc reported a net profit, positive cash flow and fatter-than-expected margins for the latest quarter on Wednesday, delivering on Chief Executive Elon Musk's promise to turn the electric carmaker profitable as higher production volumes of its new Model 3 began to pay off.Tesla reiterated that it expected to repeat its positive net profit in the current quart...Read More

Bearish Analysts Blast JetBlue Stock

October 24, 2018 / www.schaeffersresearch.com

JBLU has wildly underperformed in 2018JetBlue Airways Corporation (NASDAQ:JBLU) is 2% lower in electronic trading, after the stock received two price-target cuts overnight. The bear notes come roughly 24 hours after the company reported a drop in third-quarter profit -- though the results still beat the consensus estimate -- with Stifel and Imperial Capital lowering their respective price targets...Read More

Australia's Newcrest mining Q1 gold output rises 5%

October 24, 2018 / www.mining.com

Newcrest Mining Ltd, Australia's largest independent gold miner, said on Wednesday that gold production rose 5 percent in the first quarter from the year-ago period, led by a sharp increase at its flagship Cadia mine.Production rose to 548,351 ounces for the quarter ended Sept. 30 from 522,917 ounces a year ago. This was less than the UBS forecast of 619,000 ounces, and below the 634,950 ounces in...Read More

Australia's Newcrest mining Q1 gold output rises 5%

October 24, 2018 / www.mining.com

Newcrest Mining Ltd, Australia's largest independent gold miner, said on Wednesday that gold production rose 5 percent in the first quarter from the year-ago period, led by a sharp increase at its flagship Cadia mine.Production rose to 548,351 ounces for the quarter ended Sept. 30 from 522,917 ounces a year ago. This was less than the UBS forecast of 619,000 ounces, and below the 634,950 ounces in...Read More

Australia's Newcrest mining Q1 gold output rises 5%

October 24, 2018 / www.mining.com

Newcrest Mining Ltd, Australia's largest independent gold miner, said on Wednesday that gold production rose 5 percent in the first quarter from the year-ago period, led by a sharp increase at its flagship Cadia mine.Production rose to 548,351 ounces for the quarter ended Sept. 30 from 522,917 ounces a year ago. This was less than the UBS forecast of 619,000 ounces, and below the 634,950 ounces in...Read More

Toronto miner's gold production spikes 199%

October 24, 2018 / www.mining.com

RNC Minerals (TSX: RNX) announced a record quarterly gold production of 31,360 mined gold ounces in the third quarter of 2018.According to the Toronto-based company, such production represents a 199% increase when compared to the third quarter of 2017 and a 135% increase when compared to the second quarter of 2018.The Toronto-based miner also reported that gold production for the first nine months...Read More

Toronto miner's gold production spikes 199%

October 24, 2018 / www.mining.com

RNC Minerals (TSX: RNX) announced a record quarterly gold production of 31,360 mined gold ounces in the third quarter of 2018.According to the Toronto-based company, such production represents a 199% increase when compared to the third quarter of 2017 and a 135% increase when compared to the second quarter of 2018.The Toronto-based miner also reported that gold production for the first nine months...Read More

Toronto miner's gold production spikes 199%

October 24, 2018 / www.mining.com

RNC Minerals (TSX: RNX) announced a record quarterly gold production of 31,360 mined gold ounces in the third quarter of 2018.According to the Toronto-based company, such production represents a 199% increase when compared to the third quarter of 2017 and a 135% increase when compared to the second quarter of 2018.The Toronto-based miner also reported that gold production for the first nine months...Read More

Toronto miner's gold production spikes 199%

October 24, 2018 / www.mining.com

RNC Minerals (TSX: RNX) announced a record quarterly gold production of 31,360 mined gold ounces in the third quarter of 2018.According to the Toronto-based company, such production represents a 199% increase when compared to the third quarter of 2017 and a 135% increase when compared to the second quarter of 2018.The Toronto-based miner also reported that gold production for the first nine months...Read More

Boeing Earnings Lift Dow Futures

October 24, 2018 / www.schaeffersresearch.com

S&P and Nasdaq-100 futures are in the red, howeverDow Jones Industrial Average (DJI) futures are trading above fair value this morning, overcoming earlier weakness to now signal a nearly triple-digit jump at the open for the index. It's another huge day of Dow earnings, with Boeing (BA) setting the tone with an impressive quarterly report that has the shares ready to rally at the open. There will...Read More

Boeing Set to Cruise Higher After Earnings Beat

October 24, 2018 / www.schaeffersresearch.com

Boeing shares had been in a ugly slump heading into todayThe shares of Boeing Co (NYSE:BA) are up 4.2% ahead of the bell, after the Dow name posted an impressive third-quarter earnings beat. The aerospace and industrial giant reported adjusted quarterly profit of $3.58 per share, exceeding the average analyst estimate of $3.47. Boeing also upped its fiscal-year revenue and profit forecasts. Boe...Read More

About $5B in assets to be sold due to Barrick-Randgold merger - expert

October 24, 2018 / www.mining.com

Up to $5 billion worth of mining assets may be offloaded as a result of the merger between Barrick Gold (TSX, NYSE:ABX) and Randgold Resources (LON:RRS), expected to happen in the first three months of 2019.According to BMO Capital Markets analyst Andrew Kaip, it is almost certain that the New Barrick will sell a number of non-core assets to position the company as the lowest cost western-based g...Read More

About $5B in assets to be sold due to Barrick-Randgold merger - expert

October 24, 2018 / www.mining.com

Up to $5 billion worth of mining assets may be offloaded as a result of the merger between Barrick Gold (TSX, NYSE:ABX) and Randgold Resources (LON:RRS), expected to happen in the first three months of 2019.According to BMO Capital Markets analyst Andrew Kaip, it is almost certain that the New Barrick will sell a number of non-core assets to position the company as the lowest cost western-based g...Read More

About $5B in assets to be sold due to Barrick-Randgold merger - expert

October 24, 2018 / www.mining.com

Up to $5 billion worth of mining assets may be offloaded as a result of the merger between Barrick Gold (TSX, NYSE:ABX) and Randgold Resources (LON:RRS), expected to happen in the first three months of 2019.According to BMO Capital Markets analyst Andrew Kaip, it is almost certain that the New Barrick will sell a number of non-core assets to position the company as the lowest cost western-based g...Read More

Truck makers rev up for rollout of electric big rigs #EV

October 24, 2018 / reut.rs

Tesla Inc Chief Executive Elon Musk put electric heavy commercial trucks on the ...Read full newsRead More

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