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
(IDEX Online) - Dozens of diamond traders in Surat have been reunited with almost $1m of goods that were fraudulently taken by a broker without payment. Thirty-two victims handed over diamonds to a trusted broker on 27 January, in many cases without receiving payment. He'd worked as broker for seven years and his father before him was a broker for 25 years. He switched of...Read More
(IDEX Online) - Billionaire Johann Rupert remains the second wealthiest man in Africa, and Nicky Oppenheimer is still number three, according to Forbes' newly-published rich list for 2023.But both men saw their personal and family fortunes dip slightly in a year when the S&P All Africa index plunged by 20 per cent, only to stage a dramatic final-quarter recovery.Rupert, 72, chairman...Read More
Anglo American Platinum (JSE: AMS) announced on Wednesday that its first female chief executive officer, Natascha Viljoen, is leaving the miner after three years to join Newmont Mining (TSX: NGT; NYSE: NEM), the world's largest gold producer.Viljoen, who has held the top job at the biggest platinum group metal miner (also known as Amplats) since April 2020, will remain as CEO until completion of h...Read More
Apollo sees stars align at CalicoSPONSOREDapollo silverExcellon CEO hails 'transformational' La Negra acquisitionSPONSOREDexcellon resourcesSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resources Asante targets 400,000oz in 2023SPONSOREDasante gold corporationThe investment in Kabanga will bring BHP's share in the project, in which i...Read More
We acknowledge an oversight.We have been so deeply entranced by the Ukraine war, by the alleged United States destruction of the Nord Stream pipeline, by the sudden profusion of unidentified aerial objects in American skies, by the high comedy of the White House "press conferences" attending them...That we have neglected a topic of much recent discussion. That topic is the accelerating march of ar...Read More
Fortuna Silver Mines (TSX: FVI; NYSE: FSM) is pushing through a deadlock with Mexican authorities and the worst riots in Peru in decades without cutting production, even as it remains on schedule for first gold in C??te d'Ivoire within months.Vancouver-based Fortuna, which also operates in Argentina and Burkina Faso, expects to be fighting the Mexican government in court well into next year over a...Read More
The investment in Kabanga will bring BHP's share in the project, in which it is a partner with Lifezone Holdings Ltd., to 17% from 8.9%.Read More
I started my investment career almost 30 years ago, on August 26, 1994. That's the exact date I started with a small, unconventional "media" firm that specialized in contrarian opinions about the economy, society, politics, and especially investments.I was 25 years old and freshly out of graduate school. Bill Clinton was president and the U.S. was in a severe recession.I graduated cum laude and wa...Read More
TechPrecision Corp (OTCQB:TPCS) Q3 2023 Earnings Conference Call February 14, 2023 4:30 PM ETCompany ParticipantsBrett Maas - Hayden IRAlexander Shen - CEO, President & DirectorThomas...Read full newsRead More
Standard BioTools Inc. (NASDAQ:NASDAQ:LAB) Q4 2022 Earnings Conference Call February 14, 2023 5:00 PM ETCompany ParticipantsPeter DeNardo - IRMichael Egholm - CEO and PresidentVikram Jog -...Read full newsRead More
The following slide deck was published by Herbalife Nutrition Ltd.Read full newsRead More
The 4 factor dividend growth portfolio was launched on November 1st, 2022, and is thus far off to a great start. Click here to read my latest update.Read full newsRead More
Clearwater Paper Corporation (NYSE:CLW) Q4 2022 Earnings Conference Call February 14, 2022 5:00 PM ET Company Participants Sloan Bohlen - IR Arsen Kitch - President and CEO Michael MurphyRead full newsRead More
eGain Corporation (NASDAQ:NASDAQ:EGAN) Q2 2023 Earnings Conference Call February 14, 2023 5:00 PM ETCompany ParticipantsJim Byers - MKR Investor RelationsAshu Roy - Chief Executive...Read full newsRead More
Insulet Corporation has been a long-term steady growth play in the diabetes delivery space. Its Omnipod 5 is popular. Is PODD stock a buy? Click here to find out.Read full newsRead More
Lowe's presents good valuation and free cash flow, but the technical chart is more neutral. Read more on what to expect from LOW's March earnings.Read full newsRead More
Martin Turenne, President, CEO and Director of FPX Nickel Corp. (TSX-V: FPX | OTCQB: FPOCF) and John Kaiser of Kaiser Research Online discuss the exploration...Read full newsRead More
Inotiv, Inc. (NASDAQ:NASDAQ:NOTV) Q1 2023 Earnings Conference Call February 13, 2023 4:30 PM ETCompany ParticipantsDevin Sullivan - The Equity Group Inc.Bob Leasure - President and Chief...Read full newsRead More
Cadence Design Systems, Inc. (NASDAQ:NASDAQ:CDNS) Q4 2022 Earnings Conference Call February 13, 2023 5:00 PM ETCompany ParticipantsRichard Gu - Vice President, Investor RelationsAnirudh...Read full newsRead More
Tempur Sealy's 4Q22 results demonstrate its ability to manage declining demand. Click here to read why I have a favourable view on TPX stock.Read full newsRead More