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
Catalyst watch for the week of February 26. Retailers including Lowe's and Target are due to report. Tesla's 2023 Investor Day is on March 1.Read full newsRead More
The Pennant Group, Inc. (NASDAQ:NASDAQ:PNTG) Q4 2022 Results Conference Call February 24, 2023 12:00 PM ETCompany ParticipantsDerek Bunker - CIO, EVP and SecretaryBrent Guerisoli - CEOJohn...Read full newsRead More
Since inception, short-term timing by investors in SQQQ, as a group, has been more right than wrong. Click here to read our latest analysis of SQQQ.Read full newsRead More
American Homes 4 Rent (NYSE:NYSE:AMH) Q4 2022 Earnings Conference Call February 24, 2023 12:00 PM ETCompany ParticipantsNicholas Fromm - Senior Manager, IRDavid Singelyn - CEOBryan Smith -...Read full newsRead More
Nvidia's Q4 2023 earnings report beat estimates. Click here to read why we continue to be bullish on NVDA stock post earnings results.Read full newsRead More
For estimating the true size of the gold reserves of the Chinese central bank, we first need to make a clear distinction between monetary gold and non-monetary gold.Read full newsRead More
Eldorado Gold Corporation (NYSE:NYSE:EGO) Q4 2022 Results Conference Call February 24, 2023 11:30 AM ETCompany ParticipantsLisa Wilkinson - Vice President, Investor RelationsGeorge Burns -...Read full newsRead More
MasTec, Inc. (NYSE:NYSE:MTZ) Q4 2022 Earnings Conference Call February 24, 2023 9:00 AM ETCompany ParticipantsMarc Lewis - VP, IRJose Mas - CEOGeorge Pita - EVP and CFOPaul Dimarco -...Read full newsRead More
Warner Bros. Discovery, Inc.Read full newsRead More
ContextLogic, Inc. (NASDAQ:NASDAQ:WISH) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsRalph Fong - Head, IRJoe Yan - CEOVivian Liu - CFO &...Read full newsRead More
AVITA Medical, Inc. (NASDAQ:NASDAQ:RCEL) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsCaroline Corner - Managing Director, Investor RelationsJim Corbett...Read full newsRead More
Travere Therapeutics, Inc. (NASDAQ:NASDAQ:TVTX) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsNaomi Eichenbaum - VP, IREric Dube - President, CEO &...Read full newsRead More
Nikola Corporation reported unimpressive Q4 results and provided 2023 guidance well below consensus expectations. Read why I rate NKLA stock a Strong Sell.Read full newsRead More
Cable One, Inc. (NYSE:NYSE:CABO) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsJordan Morkert - Investor RelationsJulie Laulis - Chairman, President and...Read full newsRead More
BigCommerce Holdings, Inc. (NASDAQ:NASDAQ:BIGC) Q4 2022 Results Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsDaniel Lentz - Head of IRBrent Bellm - CEORobert Alvarez -...Read full newsRead More
Opendoor Technologies Inc. (NASDAQ:NASDAQ:OPEN) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsElise Wang - Vice President, Investor RelationsCarrie...Read full newsRead More
Bronte Capital's Amalthea Fund was +8.45% versus 3.5% for MSCI ACWI in $A. Click here to read the full fund letter.Read full newsRead More
Insulet Corporation (NASDAQ:NASDAQ:PODD) Q4 2022 Results Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsDeborah Gordon - VP, IR Jim Hollingshead - President, CEOWayde...Read full newsRead More
Markets don't top when everyone is overweight bonds, they top when everyone is overweight stocks. Learn why the intermediate term outlook for equities is good.Read full newsRead More
OPKO Health, Inc. (NASDAQ:NASDAQ:OPK) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsYvonne Briggs - LHA Investor RelationsPhillip Frost - Chairman &...Read full newsRead More