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
Civeo Corporation took a beating after announcing mixed financial results and forecasting a weak 2023 fiscal year. See why I believe CVEO stock is still a Buy.Read full newsRead More
V2X, Inc. (NYSE:NYSE:VVX) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsMike Smith - VP, Treasury, IR and Corporate DevelopmentChuck Prow - President and...Read full newsRead More
Dell Technologies Inc. (NYSE:NYSE:DELL) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsRob Williams - SVP of IRChuck Whitten - Co-COOTom Sweet - Executive VP...Read full newsRead More
Tecsys Inc. (OTCPK:TCYSF) Q3 2023 Earnings Conference Call March 2, 2023 8:30 AM ETCompany ParticipantsPeter Brereton - Chief Executive OfficerMark Bentler - Chief Financial...Read full newsRead More
Elastic N.V. (NYSE:NYSE:ESTC) Q3 2023 Results Conference Call March 2, 2022 5:00 PM ETCompany ParticipantsNikolay Beliov - IR Ash Kulkarni - CEOJanesh Moorjani - CFOConference Call...Read full newsRead More
JPMorgan Chase & Co. (NASDAQ:NASDAQ:ZS) Q2 2023 Results Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsBill Choi - SVP, IR and Strategic FinanceJay Chaudhry - Chairman and...Read full newsRead More
Ultralife Corporation (NASDAQ:NASDAQ:ULBI) Q4 2022 Earnings Conference Call March 2, 2023 8:30 AM ETCompany ParticipantsJody Burfening - IRMichael Manna - President and CEOPhilip Fain -...Read full newsRead More
Integral Ad Science Holding Corp. (NASDAQ:NASDAQ:IAS) Q4 2022 Earnings Conference Call March 2, 2023 5:00 PM ETCompany ParticipantsJonathan Schaffer - Vice President-Investor RelationsLisa...Read full newsRead More
Est?(C)e Lauder shares fell 4.4% on the day Q2 FY23 results were released and have now fallen by more than 11% in a month. Read why we reiterate a Buy on EL stock.Read full newsRead More
Hyundai Motor posted strong volume growth in early 2023 and has raised its guidance post-Q4. Read why I believe there is ample room for upside in HYMLF stock.Read full newsRead More
ChargePoint Holdings, Inc. (NYSE:NYSE:CHPT) Q4 2023 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsPatrick Hamer - VP, Capital Markets and Investor RelationsPasquale...Read full newsRead More
Great Ajax Corp. (NYSE:NYSE:AJX) Q4 2022 Earnings Conference Call March 2, 2023 5:00 PM ETCompany ParticipantsLarry Mendelsohn - Chief Executive OfficerConference Call ParticipantsBrad...Read full newsRead More
Paragon 28, Inc. (NYSE:NYSE:FNA) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsMatt Brinckman - Investor RelationsAlbert DaCosta - Chairman and Chief...Read full newsRead More
SIGA Technologies, Inc. (NASDAQ:NASDAQ:SIGA) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsPhil Gomez - Chief Executive OfficerDan Luckshire - Chief Financial...Read full newsRead More
Frontera Energy Corporation (OTCPK:FECCF) Q4 2022 Earnings Conference Call March 2, 2023 1:00 PM ETCompany ParticipantsGabriel de Alba - ChairmanOrlando Cabrales Segovia - CEORen?(C) Burgos...Read full newsRead More
Hewlett Packard Enterprise Company (NYSE:NYSE:HPE) Q1 2023 Earnings Conference Call March 2, 2023 6:00 PM ETCompany ParticipantsJeff Kvaal - Senior Director, Investor RelationsAntonio Neri...Read full newsRead More
Applied Digital Corporation's shares have cratered from all-time highs as the crypto space receives bad press. Find out why I rate APLD stock as a hold.Read full newsRead More
Veritone, Inc. (NASDAQ:NASDAQ:VERI) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsBrian Alger - SVP, Investor Relations, and Capital MarketsRyan Steelberg -...Read full newsRead More
LiveVox Holdings, Inc. (NASDAQ:NASDAQ:LVOX) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsAlexis Waadt - Vice President of Investor RelationsJohn DiLullo -...Read full newsRead More
The following slide deck was published by Identiv, Inc.Read full newsRead More