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

Ivanhoe Mines posts record revenue, profit highs in 2022

March 15, 2023 / www.northernminer.com

Ivanhoe Mines (TSX: IVN; US-OTC: IVPAF) posted a record profit of US$434 million for the year ended Dec. 31, 2022, a near tenfold increase over the US$45 million recorded in 2021.Revenue of US$2.15 billion, operating profit of US$1.27 billion and earnings before interest, taxes, depreciation, and amortization (EBITDA) of US$1.39 billion, were also record highs, based on 323,733 tonnes of copper so...Read More

Newcrest shows Red Chris potential as Newmont talks...

March 15, 2023 / www.mining-journal.com

The announcement comes as 70% owner Newcrest is expected to sit down for face-to-face talks with Newmont, which made an unsolicited US$16.Read More

Lithium market not in a state of oversupply

March 15, 2023 / www.mining-journal.com

According to the China Association of Automobile Manufacturers, sales of new energy vehicles in China rebounded in February, rising by 29% month-on-month.Read More

Amateur Unearths 3.29-carat Ugly Diamond

March 15, 2023 / www.idexonline.com

(IDEX Online) - A regular visitor to the "sift your own diamond" park in Arkansas, USA, unearthed a a 3.29-carat brown gem, the biggest find there in 18 months.David Anderson is no stranger at the Crater of Diamonds State Park, near Murfreesboro, where day-trippers pay $10 to sift soil at the disused mine for gems, and get to keep whatever they find.He says he's found more than 400 diamonds o...Read More

Are Americans Ready to Storm the Bastille?

March 15, 2023 / dailyreckoning.com

"Give a man a gun and he will rob a bank," claimed fictional television character Tyrell Wellick, adding pithily:"Give a man a bank and he will rob everyone."The bank - the banking system - will shortly be robbing everyone. This it will do to make whole the moneyed depositors of Silicon Valley Bank, presently in receivership.The regulatory authorities insist the robbing is not a "bailout." That is...Read More

Investing in Graphite 101

March 15, 2023 / www.outsiderclub.com

Everyone knows elements like lithium and cobalt are critical for the development of electric vehicles (EVs).And if you've looked into investing in the EV market, you'll have also certainly learned that other metals like copper, nickel, and tin are just as important.But there's another material you should know about that's also essential to EVs...I'm talking about graphite.Graphite is a naturally o...Read More

Burgundy Buys Canada's First Diamond Mine

March 15, 2023 / www.idexonline.com

(IDEX Online) - Ekati, Canada's first diamond mine, is to be sold to Burgundy Diamond Mines in the latest ownership twist. Current owner Arctic Canadian Diamond Company (ACDC) announced yesterday that it was selling the deposit, 200 km south of the Arctic Circle, for $136m.ACDC acquired the mine from Dominion Diamonds in February 2021 after it filed for insolvency, and had been planning...Read More

$LUNA - Luna Innovations Incorporated 2022 Q4 - Results - Earnings Call Presentation.

March 14, 2023 / seekingalpha.com

The following slide deck was published by Luna Innovations Incorporated in conjunction with their 2022 Q4 earnings call.Read full newsRead More

$CASA - Casa Systems, Inc. (CASA) Q4 2022 Earnings Call Transcript.

March 14, 2023 / seekingalpha.com

Casa Systems, Inc. (NASDAQ:NASDAQ:CASA) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCompany RepresentativesJerry Guo - Chief Executive OfficerEd Durkin - Chief Financial...Read full newsRead More

$AAWH - Ascend Wellness Holdings, Inc. 2022 Q4 - Results - Earnings Call Presentation.

March 14, 2023 / seekingalpha.com

The following slide deck was published by Ascend Wellness Holdings, Inc.Read full newsRead More

$AAWH - Ascend Wellness Holdings, Inc. (AAWH) Q4 2022 Earnings Call Transcript.

March 14, 2023 / seekingalpha.com

Ascend Wellness Holdings, Inc. (OTCQX:AAWH) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsRebecca Koar - Head of Investor RelationsAbner Kurtin - Executive...Read full newsRead More

$APEI - American Public Education, Inc. (APEI) Q4 2022 Earnings Call Transcript.

March 14, 2023 / seekingalpha.com

American Public Education, Inc. (NASDAQ:NASDAQ:APEI) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsRyan Koren - Head, IRAngela Selden - President and...Read full newsRead More

Highest Quality Oilfield Services Stocks.

March 14, 2023 / seekingalpha.com

The results of this sector-wide analysis suggest that NEX, WHD, RES, SNVVF, and TOLWF are very promising. Click here for the full list and analysis.Read full newsRead More

$PFMT - Performant Financial Corporation (PFMT) Q4 2022 Earnings Call Transcript.

March 14, 2023 / seekingalpha.com

Performant Financial Corporation (NASDAQ:NASDAQ:PFMT) Q4 2022 Results Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsRichard Zubek - Vice President, Investor RelationsLisa Im...Read full newsRead More

$NDRA - ENDRA Life Sciences Inc. (NDRA) Q4 2022 Earnings Call Transcript.

March 14, 2023 / seekingalpha.com

ENDRA Life Sciences Inc. (NASDAQ:NASDAQ:NDRA) Q4 2022 Earnings Conference Call March 14, 2023 4:30 PM ETCompany ParticipantsYvonne Briggs - LHA Investor RelationsFrancois Michelon -...Read full newsRead More

$PACW - Insiders Signal PacWest, Other Banks Oversold, Major Indices Vulnerable.

March 14, 2023 / seekingalpha.com

Insiders bought bank stocks big time in recent sessions. Click for the list and insider buying at PacWest Bancorp (PACW) and other banks.Read full newsRead More

$LSF - Laird Superfood, Inc. (LSF) Q4 2022 Earnings Call Transcript.

March 14, 2023 / seekingalpha.com

Laird Superfood, Inc. (NYSE:NYSE:LSF) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsSteve Richie - IRJason Vieth - President and CEOAnya Hamil - CFOAndrew...Read full newsRead More

$LAZR - Luminar Technologies Wows With >100% Revenue Forecast, But Margins In Focus.

March 14, 2023 / seekingalpha.com

Luminar Technologies, Inc. unveiled a lidar-powered ecosystem at Luminar Day, however, LAZR production costs and sales prices will have to fall. Click for more.Read full newsRead More

Compounder And Dividends: March 2023 Watchlist.

March 14, 2023 / seekingalpha.com

No companies were removed from my watchlist. I added ten new companies to my watchlist. Click here to see my strategy and new watchlist.Read full newsRead More

$GEO - The GEO Group: A More Sustainable Model Than The Market Is Pricing In.

March 14, 2023 / seekingalpha.com

The GEO Group has started a new asset-light business model that could completely replace the current model. Click here for our take on GEO stock prospects.Read full newsRead More

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