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

After a strong start to the year, February pulled us back down to reality. Asset prices have again dropped. Click here to see our list of top dividend growth stocks.Read full newsRead More

Hallador Energy Company (NASDAQ:NASDAQ:HNRG) Q4 2022 Results Conference Call March 17, 2023 2:00 PM ETCompany ParticipantsBecky Palumbo - Investor RelationsBrent Bilsland - President and...Read full newsRead More

Xylem has a strong competitive moat in the water industry due to a differentiated, innovative, end-to-end portfolio of products. Click here for more on XYL.Read full newsRead More

BRCC recently reported weak Q4 FY22 results with declining gross and net profit margins. Click here to read my most recent earnings analysis of BRCC.Read full newsRead More

Hesai Group (NASDAQ:NASDAQ:HSAI) Q4 2022 Earnings Conference Call March 15, 2023 9:00 PM ETCompany ParticipantsRachel Yang - Vice President of OperationsDavid Li - CEOLouis Hsieh - Global...Read full newsRead More

PayPal Holdings operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. Read why we remain bullish on PYPL.Read full newsRead More

The Children's Place, Inc. (NASDAQ:NASDAQ:PLCE) Q4 2022 Earnings Conference Call March 16, 2023 8:00 AM ETCompany ParticipantsJane Elfers - President and Chief Executive OfficerSheamus Toal...Read full newsRead More

While the most prudent course of action may be to pause and digest the fallout from regional banking woes, Fed is focused on inflation and will look to hike 25bp if conditions allow.Read full newsRead More

Gibraltar Industries is expected to benefit from strong demand in the Renewable, Agtech, and Infrastructure segment. Read my analysis of ROCK stock.Read full newsRead More

Impac Mortgage Holdings, Inc. (NYSE:NYSE:IMH) Q4 2022 Results Conference Call March 16, 2023 5:00 PM ETCompany ParticipantsJoe Joffrion - General CounselGeorge Mangiaracina - Chairman and...Read full newsRead More

ATI Physical Therapy, Inc. (NYSE:NYSE:ATIP) Q4 2022 Results Conference Call March 16, 2023 5:00 PM ETCompany ParticipantsSharon Vitti - CEOJoseph Jordan - CFOChris Cox - COOJoanne Fong -...Read full newsRead More

Adamis Pharmaceuticals Corporation (NASDAQ:NASDAQ:ADMP) Q4 2022 Results Conference Call March 16, 2023 5:00 PM ETCompany ParticipantsRobert Uhl - MD, ICR WestwickeDavid Marguglio - CEODavid...Read full newsRead More

Peabody Energy Corporation is among the cheapest coal producers. A reason for low BTU valuation is restrictions to buybacks and dividends. Click here for our view.Read full newsRead More

Gas utilities are undervalued by 7% relative to 11-year averages. We discuss Vanguard Utilities ETF, an alternative to XLU. Click here for more on VPU.Read full newsRead More

Proterra Inc. (NASDAQ:NASDAQ:PTRA) Q4 2022 Earnings Conference Call March 15, 2023 5:00 PM ETCompany ParticipantsAaron Chew - Vice President, Investor RelationsGareth Joyce - Chief...Read full newsRead More

RCM Technologies, Inc. (NASDAQ:NASDAQ:RCMT) Q4 2022 Results Conference Call March 16, 2023 11:00 AM ETCompany ParticipantsKevin Miller - CFOBrad Vizi - Executive ChairmanAlex Rygiel - B.Read full newsRead More

LivePerson, Inc. (NASDAQ:NASDAQ:LPSN) Q4 2022 Earnings Conference Call March 15, 2023 5:00 PM ETCompany ParticipantsChad Cooper - Senior Vice President-Investor RelationsRobert LoCascio -...Read full newsRead More

Transocean rallied almost 100% while WTI crude oil has continued a shallow decline, losing 10% since late September 2022. Find out why I'm bearish on RIG stock.Read full newsRead More

Here's a long list of biopharmas exposed to SVB. Many of these deposits will be uninsured. Click here to see which companies may be affected.Read full newsRead More

Sidus Space, Inc. (NASDAQ:NASDAQ:SIDU) Q4 2022 Results Conference Call March 16, 2023 9:00 AM ETCompany ParticipantsCarol Craig - Chief Executive OfficerOperatorGood morning.Read full newsRead More