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
CT Real Estate Investment Trust is a high-quality investment grade retail REIT with a 99.3% occupancy rate. Click here to read my analysis of CTRRF stock.Read full newsRead More
Noodles & Company revenue reached a new record in 2022 and is expected to grow even more in 2023 and 2024. Does this make NDLS stock a buy? Click for our take.Read full newsRead More
Wacker Chemie AG (OTC:WKCMF) Q4 2022 Earnings Conference Call March 14, 2023 11:00 AM ETCompany ParticipantsJoerg Hoffmann - Head of Investor RelationsChristian Hartel - Chief Executive...Read full newsRead More
BGSF has some potential in rewarding shareholders in the future if efficiency measures are achieved. Click here to read my most recent analysis of BGSF stock.Read full newsRead More
In Q4FY22, Leonardo reported strong financial results. A multitude of growth catalysts make it a long-term pick. Click for our take on FINMY stock prospects.Read full newsRead More
Lafayette Energy Corp has filed proposed terms for a $7.2 million U.S. IPO. Click here to see our take on LEC.Read full newsRead More
The collapse of Silicon Valley Bank happened due to multiple points of failure. Will the SIVB collapse be a contagion event? Click here for our view.Read full newsRead More
American Eagle Outfitters is a specialty retailer that offers clothing, accessories, and personal care products. Read our latest analysis of AEO stock.Read full newsRead More
As a society, we're still determining what ChatGPT actually is, but its virality is already off the charts.Read full newsRead More
The following slide deck was published by Fraport AG in conjunction with their 2022 Q4 earnings call.Read full newsRead More
DTE Energy Company enjoys incredibly stable finances regardless of conditions in the broader economy. Click here for more on DTE stock prospects.Read full newsRead More
Fraport AG (OTCPK:FPRUF) Q4 2022 Earnings Conference Call March 14, 2023 8:00 AM ETCompany ParticipantsChristoph Nanke - IRStefan Schulte - CEOMatthias Zieschang - CFOConference Call...Read full newsRead More
Stellantis is realizing consumer gains from IRA in North America, while focusing on larger utility vehicles in the US. Click here to see our take on STLA stock.Read full newsRead More
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Sight Sciences, Inc. (NASDAQ:NASDAQ:SGHT) Q4 2022 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsPhilip Taylor - Investor Relations, Gilmartin GroupPaul Badawi -...Read full newsRead More
Pfizer will acquire Seagen for $43 billion or $229 per share. Click here to read what PFE stock will get from acquiring SGEN stock.Read full newsRead More
Glass House Brands Inc. (OTC:GLASF) Q4 2022 Results Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsJohn Brebeck - VP, IRKyle Kazan - Co-Founder, Chairman and CEOMark Vendetti...Read full newsRead More
Finance of America Companies, Inc. (NYSE:NYSE:FOA) Q4 2022 Earnings Conference Call March 13, 2023 5:00 PM ETCompany ParticipantsMichael Fant - SVP, FinanceGraham Fleming - President and...Read full newsRead More
PagSeguro's Q4 earnings jumped 35% over a year earlier due to growing TPV, market share, and growth in secured loans. Read why PAGS stock is a Strong Buy.Read full newsRead More
Avid Bioservices, Inc. (NASDAQ:NASDAQ:CDMO) Q3 2023 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsTim Brons - Investor RelationsNick Green - President and Chief...Read full newsRead More