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

Unbelievable Q4 results and management forecasts suggest Albemarle Corporation shares are undervalued. Read more to see our view of ALB stock and its prospects.Read full newsRead More

RadNet, Inc. (NASDAQ:NASDAQ:RDNT) Q4 2022 Earnings Conference Call February 28, 2023 10:30 AM ETCompany ParticipantsMark Stolper - EVP and CFOHoward Berger - CEOConference Call...Read full newsRead More

PowerSchool Holdings provides educational management solutions for K-12 schools and districts. Click here to read why I rate PWSC stock a Hold for now.Read full newsRead More

ADC Therapeutics SA (NYSE:NYSE:ADCT) Q4 2022 Results Conference Call February 28, 2023 8:30 AM ETCompany ParticipantsAmanda Hamilton - IR ManagerAmeet Mallik - CEOKristen Harrington-Smith -...Read full newsRead More

Companhia Energ?(C)tica de Minas Gerais continues its aggressive investment path. Read more to see my thoughts on CIG stock and my recommendation.Read full newsRead More

Gladstone Land Corporation posted respectable Q4 results, which is mostly what we have come to expect from the company. Here's my take on LAND stock.Read full newsRead More

Red Robin Gourmet Burgers, Inc. (NASDAQ:NASDAQ:RRGB) Q4 2022 Earnings Conference Call February 28, 2023 5:00 PM ETCompany ParticipantsG.J.Read full newsRead More

Denarius Metals' (TSXV: DSLV; OTCQB: DNRSF) first resource estimate for its Zancudo project to revive an 18th century gold mine in Colombia confirms its high-grade potential. The Toronto-based company plans to restart production this year from the former Independencia mine dating to 1793. It produced as much as 2 million oz. gold-equivalent until 1948 from the site 27 km south of Medellin, Col...Read More

Vizsla Silver?EUR?(TSXV: VZLA; NYSE: VZLA) says new drill results show continuity in high-grade mineralization at its Panuco silver-gold project in Sinaloa, western Mexico. Vancouver-based Vizsla released assays from 14 drill holes on the 68-sq.-km Panuco project on Mexico's Pacific coast near the city of Mazatl??n, about 1,000 km northwest of Mexico City. The infill drilling on the Copala s...Read More

When it comes to tax and junior mining, there have always been a few hold-your-breath moments. The first is at the Prospectors and Developers Association of Canada (PDAC) convention every March in Toronto. We congregate at the largest mining conference in the world, nervously packing a reception hall to hear from the finance minister on whether the Mineral Exploration Tax Credit (METC) will be...Read More

The S&P Global-compiled Caixin China General Manufacturing PMI rose to 51.6 for February, which is up from 49.2 in January.Read More

Climate change is an existential challenge. Mining is a big part of the solution. This is the worrying - and yet, exciting - backdrop to PDAC 2023. Mining, as a sector, does not always have the best of reputations. Regrettably, the criticisms are often valid. ESG is now a much-abused term, having been hijacked by green washers and bandwagon riders. In its truest form, ESG has real value, although...Read More

Speaking to ZNBC News in Lusaka, Kabuswe warned that the administration is working to clean its mining cadastre to eliminate duplicate licences, and halt illegal mining, which has been a major concernRead More

Panoro targets Cotabambas PFS by end of yearSPONSOREDpanoro mineralsCoda's copper deposits: the hippo atop an elephantSPONSOREDcoda mineralsSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resourcesAnglesey makes up for lost time at Parys MountainSPONSOREDanglesey mining The S&P Global-compiled Caixin China General Manufacturing PMI ros...Read More

Polymetal reported group gold ore reserves down by 9% year-on-year, at 27.3Moz.Read More

(IDEX Online) - Rounds suffered yet another month of losses during February, as ongoing uncertainties drove demand for the less expensive fancy cuts. De Beers reported a 30 per cent drop in rough sales at its first cycle of 2023, amid reports that some prices were hiked by as much as 10 per cent. Manufacturing remains well below capacity in India. Consumer demand is still slow, although US in...Read More

(IDEX Online) - Debswana yesterday announced details of "the world's first 5G-oriented smart diamond mine project" in conjunction with the Chinese tech corporation Huawei.By connecting over 260 pieces of equipment at the Jwaneng mine, in Botswana, it says it has increased both efficiency and safety.Transferring data in real time makes equipment like mining vehicles more efficient, increasing...Read More

(IDEX Online) - Sarine has reported a fall in net profits for FY2022, down just over 46 per cent from $16.5m to $8.8m.It also said revenue for the year were down by 5.4 per cent, from $62.1m to $58.8m, down from a high base in H1 2021 due to post-Covid spike in US jewelry spending.Sales to India, its biggest market by far, fell 25 per cent from $40.5m to $30.3m.The Israel-based diamond tech firm b...Read More

Deutsche Bank's crackerjacks give 90% odds of recession over the next 12 months. Goldman's own crackerjacks give merely 25% odds of the same.Which divination has more justice in it?Here is the rock of the Deutsche Bank pessimism, set forth by its own Jim Reid:Most (but not all) big hiking cycles bring recessions with a lag...[and those that do] “tend to be when the Fed is furthest away from...Read More

The six-year facility is for $360 million with up to $25 million for capitalised interest before project completion, plus a $40 million standby cost overrun facility.Read More