News and Reports

Year Ahead 2025

January 06, 2025

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

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

$KPCCF - Kappa Create: Negatives Priced In But Stumbling Along.

February 12, 2023 / seekingalpha.com

Kappa Create's recent positive store sales growth is encouraging. Click here to read why we rate the shares as neutral and in no hurry to buy.Read full newsRead More

$SP500 - S&P 500: Volatility Ahead - Week Starting Feb 13th (Technical Analysis).

February 12, 2023 / seekingalpha.com

S&P 500 made its second-largest dip of the year this week. Click here to find out key technical levels to watch in SPY in the week ahead.Read full newsRead More

Wall Street Breakfast: The Week Ahead.

February 12, 2023 / seekingalpha.com

The week ahead will be dominated by talk of inflation and interest rates with the consumer price index and producer price index reports due out.Read full newsRead More

$NGVC - Natural Grocers: Pressure On Revenue And Margin Growth Continues.

February 12, 2023 / seekingalpha.com

Natural Grocers by Vitamin Cottage retails natural and organic groceries, and dietary supplements in the US. Click here to read my analysis of NGVC stock.Read full newsRead More

$GRVY - Gravity: A Benjamin Graham Net Cash Pick.

February 12, 2023 / seekingalpha.com

Gravity is leading online game maker in Asia, with rising cash holdings approaching total market capitalization of share ownership. See why I'm bullish on GRVY stock.Read full newsRead More

$HDELY $HLBZF - Heidelberg Materials: European Value Play In The Building Materials Sector.

February 12, 2023 / seekingalpha.com

Heidelberg Materials is one of the world's largest producers of building materials including cement, aggregates and concrete. Read why the stock is a Hold.Read full newsRead More

$JBBB - JBBB: A Nice BBB CLO Offering From Janus Henderson, 7.4% Yield.

February 12, 2023 / seekingalpha.com

JBBB is an exchange traded fund from Janus Henderson focusing on BBB rated CLO paper. Click here to read my analysis of JBBB ETF.Read full newsRead More

Wall Street Breakfast: The Week Ahead (Podcast).

February 12, 2023 / seekingalpha.com

In the U.S., key reports due out putting the spotlight once again on inflation and interest rates. The Superbowl is set to be the most watched event of the year.Read full newsRead More

$HUM - Humana: An Ultra SWAN With A $1.3 Trillion Growth Opportunity.

February 12, 2023 / seekingalpha.com

Humana is one of the largest insurance companies in America. Click here to read about 3 reasons why HUM stock is a wonderful fast-growing dividend Ultra SWAN.Read full newsRead More

$SHWZ - Schwazze: A Tiny Titan And Best Of Breed Operator In The Cannabis Space.

February 12, 2023 / seekingalpha.com

Schwazze is driving down expenses and costs even as it invests in growth in the Colorado and New Mexico markets. See why I'm bullish on SHWZ stock.Read full newsRead More

$RHI - Robert Half International: It's Cheap, But For A Reason.

February 12, 2023 / seekingalpha.com

Robert Half is a quality business with a good upside under the right circumstances. Read more to see why I'm at a Hold for RHI stock.Read full newsRead More

$AEG - Aegon: Positive Q4 Results, Confirm Buy.

February 12, 2023 / seekingalpha.com

Aegon's positive fourth quarter results are well in line with our estimates. Click here to read why our Buy rating is confirmed for AEG stock.Read full newsRead More

Nine Die in Gold Mine Collapse

February 12, 2023 / www.idexonline.com

(IDEX Online) - At least nine workers died in a collapse at one of Burkina Faso's many unregulated artisanal gold mines.Rescuers found four bodies last Tuesday night (7 February) at the mine in the western Tuy province, and another five the following morning.Burkina Faso, in west Africa, is the world's 12th biggest gold producer (102.8 tonnes in 2021).  There are an estimated 800 ar...Read More

31 Mine Workers Sacked for Diamond Thefts

February 12, 2023 / www.idexonline.com

(IDEX Online) - Thirty-one workers were sacked for stealing diamonds from Anjin Investments in Zimbabwe's Marange fields last year.Rough gems were taken during ore processing at Chiadzwa in what is described by The Manica Post newspaper as a "well-orchestrated" operation.The perpetrators, among them some security officers, passed the stolen diamonds on to diamond dealers."A total of 31 employ...Read More

Jewelers Warned about "Switch" Thefts

February 12, 2023 / www.idexonline.com

(IDEX Online) - Jewelers are being warned about distraction thefts after two separate incidents in which thieves switched fakes for genuine goods.In one case, on 1 February, a "customer" reached into a display case and pointed at a pair of diamond earrings.It was only later that staff at the store, in Canton, Ohio, USA, discovered the switch from surveillance video.In another, in the Indianapolis&...Read More

$SSDOY $SSDOF - Shiseido Company, Limited 2022 Q4 - Results - Earnings Call Presentation.

February 11, 2023 / seekingalpha.com

The following slide deck was published by Shiseido Company, Limited in conjunction with their 2022 Q4 earnings call.Read full newsRead More

$SSDOY $SSDOF - Shiseido Company, Limited (SSDOY) Q4 2022 Earnings Call Transcript.

February 11, 2023 / seekingalpha.com

Shiseido Company, Limited (OTCPK:SSDOY) Q4 2022 Earnings Conference Call February 10, 2023 1:00 AM ETCompany ParticipantsTakayuki Yokota - CFOMasahiko Uotani - Chairman and CEOKentaro...Read full newsRead More

Skip Real Estate, Buy REITs Instead.

February 11, 2023 / seekingalpha.com

Direct ownership of rental properties is often billed as great passive income and an easy path to wealth. Click here for our two REIT income picks.Read full newsRead More

$NIO - NIO Still Intact: Tesla's Price Cut Is Likely Not A Problem.

February 11, 2023 / seekingalpha.com

It was NIO's strategic decision to invest in user experience and forge ahead with the innovative battery swap concept. Click here to read our most recent analysis.Read full newsRead More

$GWLIF $GWO:CA - Great-West Lifeco: The 6% Dividend Increase Is Welcome.

February 11, 2023 / seekingalpha.com

Great-West Lifeco is still digesting its recent acquisitions, and synergy benefits are being unlocked. Click here for my analysis of GWLIF and its prospects.Read full newsRead More

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