News and Reports

$BAP - Credicorp Executing Well, But Macro Risk Remains High.

February 13, 2023 / seekingalpha.com

Credicorp's fourth quarter results were better than expected at the pre-provision line. Find out if BAP stock is a buy.Read full newsRead More

$CX $CXMSF - CEMEX, S.A.B. de C.V. 2022 Q4 - Results - Earnings Call Presentation.

February 13, 2023 / seekingalpha.com

The following slide deck was published by CEMEX, S.A.B. de C.V.Read full newsRead More

$CX $CXMSF - CEMEX, S.A.B de C.V. (CX) Q4 2022 Earnings Call Transcript.

February 13, 2023 / seekingalpha.com

CEMEX, S.A.B de C.V. (NYSE:NYSE:CX) Q4 2022 Earnings Conference Call February 13, 2023 10:00 AM ETCompany ParticipantsLouisa Rodriguez - EVP, IRFernando Gonzalez - CEOMaher Al-Haffar -...Read full newsRead More

$MOS - Mosaic Is Way Too Cheap.

February 13, 2023 / seekingalpha.com

In this article, I start by explaining why I believe that fertilizer prices will remain high, as higher demand is meeting ongoing supply constraints.Read full newsRead More

Tracking David Abrams' Abrams Capital Management Portfolio - Q4 2022 Update.

February 13, 2023 / seekingalpha.com

David Abrams' 13F portfolio value decreased this quarter from $3.47B to $2.80B. The number of positions decreased from 18 to 15.Read full newsRead More

$CPRT - Copart: The Perfect Business To Stay Away From Tech's Hype.

February 13, 2023 / seekingalpha.com

Copart will benefit from solid tailwinds that will increase the rate of totalled cars. Click here to see why I rate CPRT stock as a Hold.Read full newsRead More

RT @JGInvestments1: Palantir reports Q4 earnings:

February 13, 2023 / seekingalpha.com

Palantir Technologies press release(PLTR): Q4Non-GAAP EPS of $0.04beats by $0.01.Revenue of $508.62M (+17.5% Y/Y)beats by $3.64M.Commercial revenue grew 11% year-over-year to...Read full newsRead More

$SSD - Simpson Manufacturing: Best Nearby Building Industry Capital Gain Prospect.

February 13, 2023 / seekingalpha.com

Simpson Manufacturing designs and sells wood and concrete construction products. See why SSD stock is a Buy for investors seeking near-term capital gain.Read full newsRead More

$OCUL - Ocular Therapeutix: A 'Buy' On Maturing Wet AMD Data.

February 13, 2023 / seekingalpha.com

This weekend, Ocular Therapeutix released very encouraging data in wet AMD. Read more to see my thoughts on OCUL stock and my recommendation.Read full newsRead More

AI Wars: 3 Dividend Stocks That Profit No Matter Who Wins.

February 13, 2023 / seekingalpha.com

Chip companies will make money selling to AI companies. Find out three dividend growth stocks that profit off of AI without facing the intense competition.Read full newsRead More

$TGT - Price Target Aim On Target.

February 13, 2023 / seekingalpha.com

Target is a 55-year dividend aristocrat champion with 5-year dividend growth rate of 10.5% and yield of 2.5%. Read more to see my thoughts on TGT stock.Read full newsRead More

$SVM $SVM:CA - Silvercorp Metals: Substantial Upside With Silver.

February 13, 2023 / seekingalpha.com

Silvercorp Metals' Q3 earnings were much better than expected and is investing heavily in a number of its mines. See why SVM stock is a Buy.Read full newsRead More

$BLDE - Blade Air Mobility: A Long-Term View.

February 13, 2023 / seekingalpha.com

Blade Air Mobility has continued to underperform the overall market. Read more to see my thoughts on BLDE and why we reiterate our Buy rating for the stock.Read full newsRead More

B2Gold confident of building Goose on schedule

February 13, 2023 / www.mining-journal.com

A 2021 feasibility study update on Goose outlined a 15-year life-of-mine, producing an average of 223,000ozpa of gold.Read More

China's Ensnared in the Middle-Income Trap

February 13, 2023 / dailyreckoning.com

China has fallen victim to what economists call the middle-income trap. Economists consider a low-income country to have around $5,000 annual income per capita. Middle-income countries have between $8,000 and $15,000 annual income per capita. High-income countries begin at around $20,000 annual income per capita.China's per capita annual income is $12,970 - solidly in the middle income category. B...Read More

"A Bucket of Cold Water in the Face"

February 13, 2023 / dailyreckoning.com

I'm currently exploring Antarctica, faraway from all the world's turmoil.  My expedition just doesn't want to end up like the people on the Titanic! This iceberg was a bit too close for comfort:  But this isn't a travelogue and you want to know what's happening in the fields of finance, economics, politics, geopolitics and more. So let's dig in...I've been writing a lot lately...Read More

ATAC board rebuffs Victoria Gold takeover bid

February 13, 2023 / www.northernminer.com

The Toronto-quoted equity of explorer ATAC Resources (TSXV: ATC) jumped about 38.5% on Monday following the weekend announcement by Victoria Gold (TSX: VGCX) of a takeover bid at an 85% premium.While the all-scrip deal values ATAC at 12 ? per share, implying a value of $25 million, ATAC's board has rejected the unsolicited offer, prompting Victoria on Monday to extend the offer to Feb. 17 to give...Read More

Video: Capitalight Research sounds the alarm on critical minerals supplies

February 13, 2023 / www.northernminer.com

Unrealistic expectations for the energy transition could undermine the bullish demand scenarios currently accepted as the norm as the energy transition unfolds, Capitalight Research MD Tom Brady says.For example, global automotive market sales are expected to more than double to nearly 125 million by 2030, with 'base case' scenarios pointing to 35% PEVs in the mix. By 2050, most scenarios have the...Read More

Great Bear resource 'proves our thesis,' Kinross Gold says

February 13, 2023 / www.northernminer.com

Kinross Gold (TSX: K; NYSE: KGC) says the first mineral resource for its billion-dollar Great Bear project in northwest Ontario shows potential to be a world class asset. The open-pit indicated mineral resource shows 33.1 million tonnes grading 2.6 grams gold per tonne for 2.7 million oz. contained metal, Kinross said Monday in a news release. The total open-pit and underground inferred resourc...Read More

Exclusive video: Turning waste into new resources with Regeneration

February 13, 2023 / www.northernminer.com

Stephen Desposito, founder and CEO of Regeneration discusses his company's work helping placer miners in Yukon and Alaska re-mine gold from old tailings, restoring habitat and selling the gold to corporate customers. Desposito spoke with Northern Miner staff reporter Henry Lazenby at AME in January.Read More

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