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
In light of the recent trading activity in its share capital, Lithium Chile (TSXV: LITH; OTC: LTMCF) has released a statement confirming the expression of interest from an arm's-length third party for the acquisition of certain South American assets held by the company.Earlier this week, shares of Calgary-based Lithium Chile surged to a new 52-week high of $1.13 on the TSX Venture Exchange, along...Read More
Canada is aiming to cut four to five years off the time it takes for mining project approval, mainly by syncing federal and provincial requirements, Natural Resources Minister Jonathan Wilkinson says. With Canadian mines taking 12 to 15 years on average from discovery to commissioning, Wilkinson said he was open to trimming the review process by a third during an interview in Toronto with The N...Read More
American Airlines is a prime example of the problems faced by airlines and there is little chance of this changing anytime soon. Click here to read my analysis.Read full newsRead More
Gold Fields Limited's recent capitulation is likely overplayed and presents investors with a value gap. Click for our take on GFI stock prospects.Read full newsRead More
PMT reported a net loss of $5.8 million which is a substantial improvement compared to a net loss of $27.3 million in 4Q21. Click here to read more.Read full newsRead More
SmartRent, Inc. (NYSE:NYSE:SMRT) Q4 2022 Earnings Conference Call March 8, 2023 4:30 PM ETCompany ParticipantsAnnalise Lasater - Vice President of Investor Relations.Lucas Haldeman -...Read full newsRead More
The following slide deck was published by BBTV Holdings Inc.Read full newsRead More
BBTV Holdings, Inc. (OTCQX:BBTVF) Q4 2022 Earnings Conference Call March 8, 2023 5:15 PM ETCompany ParticipantsNancy Glaister - Chief Legal OfficerShahrzad Rafati - Founder, CEO &...Read full newsRead More
Enel is a world-class integrated utility company determined to grow their renewables portfolio to become a leading player. Find out if ENLAY stock is a buy.Read full newsRead More
Amarin Corporation plc (NASDAQ:NASDAQ:AMRN) Cowen 43rd Annual Healthcare Conference March 8, 2023 1:30 PM ETCompany ParticipantsKarim Mikhail - President and CEOConference Call...Read full newsRead More
Boeing is not yet out of the woods, but its results are improving significantly. And read more on the dispute between Airbus and Qatar Airways.Read full newsRead More
Hiscox Ltd (OTC:HCXLF) Q4 2022 Earnings Conference Call March 8, 2023 5:00 AM ETCompany ParticipantsRobert Childs - Non Executive ChairmanPaul Cooper - Group Chief Financial OfficerJon Dye...Read full newsRead More
Amazon shares are currently undervalued with any further price decreases only increasing the margin of safety in my view. Find out if AMZN stock is a buy.Read full newsRead More
Profound Medical Corp. (NASDAQ:NASDAQ:PROF) Q4 2022 Earnings Conference Call March 7, 2023 4:30 PM ETCompany ParticipantsStephen Kilmer - Investor RelationsArun Menawat - Chief Executive...Read full newsRead More
SoundHound AI, Inc. (NASDAQ:NASDAQ:SOUN) Q4 2022 Results Conference Call March 7, 2023 5:30 PM ETCompany ParticipantsScott Smith - Head, Investor RelationsKeyvan Mohajer - Chief Executive...Read full newsRead More
Schroders released its quarterly note covering global markets recently. Click here to read the full letter.Read full newsRead More
ValueAct's 13F portfolio value decreased from $5.90B to $5.31B this quarter. Click here to see an update on the portfolio for Q4 2022.Read full newsRead More
Cricut, Inc. (NASDAQ:NASDAQ:CRCT) Q4 2022 Earnings Conference Call March 7, 2023 5:00 PM ETCompany ParticipantsStacie Clements - Investor Relations-The Blueshirt GroupAshish Arora - Chief...Read full newsRead More
The VanEck Agribusiness ETF holds 52 stocks and rebalances quarterly, and yields a fraction over 2% with $1.3 billion in assets. See what makes MOO ETF a Buy.Read full newsRead More
Intellia is well-positioned to capitalize on the growing demand for gene editing therapies. Click here to learn more about what makes NTLA stock a Buy.Read full newsRead More