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

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

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

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

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

As electric vehicles gain traction, there has been a surge in demand for battery metals such as cobalt, lithium, nickel, and copper.But for automakers, getting their hands on these metals isn't always easy since supply chains are highly complex and competitive. To address these challenges, EV makers are going straight to the source.Over the past several years, automakers are increasingly ente...Read More

Looking forward, KBR should continue to see good revenue growth in FY2023 and beyond. Read more to see my thoughts on KBR stock and why it is a Buy.Read full newsRead More

The following slide deck was published by PostNL N.V.Read full newsRead More

BioMarin Pharmaceutical Inc. (NASDAQ:NASDAQ:BMRN) Q4 2022 Results Conference Call February 28, 2023 4:30 PM ETCompany ParticipantsTraci McCarty - Group VP, IRJJ Bienaim?(C) - Chairman and...Read full newsRead More

Risks such as contract renewals and competition remain for RingCentral, but so do opportunities such as a new AWS partnership. See why RNG stock is a Buy.Read full newsRead More

Lincoln Educational Services Corporation (NASDAQ:NASDAQ:LINC) Q4 2022 Earnings Conference Call February 27, 2023 10:00 AM ETCompany ParticipantsMichael Polyviou - Investor RelationsScott...Read full newsRead More

PostNL N.V. (OTCPK:TNTFF) Q4 2022 Earnings Conference Call February 27, 2023 5:00 AM ETCompany ParticipantsJochem van de Laarschot - Director Communications and Investor RelationsHerna...Read full newsRead More

TaskUs Inc. (NASDAQ:NASDAQ:TASK) Q4 2022 Earnings Conference Call February 28, 2023 5:00 PM ETCompany ParticipantsAlan Katz - Vice President-Investor RelationsBryce Maddock - Co-Founder and...Read full newsRead More

SI-BONE, Inc. (NASDAQ:NASDAQ:SIBN) Q4 2022 Earnings Conference Call February 27, 2023 4:30 PM ETCompany ParticipantsSaqib Iqbal - Director of Investor RelationsLaura Francis - Chief...Read full newsRead More

The following slide deck was published by Sandfire Resources Limited in conjunction with their 2023 Q2 earnings call.Read full newsRead More

Applied Materials performed better than the top 10 semicon companies in 2022 with above-average growth. Read more to see why we rate AMAT stock a Buy.Read full newsRead More

ViewRay, Inc. (NASDAQ:NASDAQ:VRAY) Q4 2022 Earnings Conference Call February 27, 2023 4:30 PM ETCompany ParticipantsMatt Harrison - Director of IRScott Drake - President and CEO Bill Burke...Read full newsRead More

Inari Medical, Inc. (NASDAQ:NASDAQ:NARI) Q4 2022 Earnings Conference Call February 27, 2023 4:30 PM ETCompany ParticipantsCaroline Corner - IRDrew Hykes - President and CEOMitch Hill -...Read full newsRead More

In Q3, Mesa Laboratories reported mixed results throughout the P&L with soft bottom-line fundamentals. See why MLAB stock is a Hold.Read full newsRead More

PRA Group, Inc. (NASDAQ:NASDAQ:PRAA) Q4 2022 Results Conference Call February 27, 2023 5:00 PM ETCompany ParticipantsNajim Mostamand - Vice President of Investor RelationsKevin Stevenson -...Read full newsRead More

QuickLogic Corporation (NASDAQ:NASDAQ:QUIK) Q4 2022 Earnings Conference Call February 27, 2023 5:30 PM ETCompany ParticipantsAlison Ziegler - Managing Director-Darrow AssociatesBrian Faith...Read full newsRead More