News and Reports

Metals & Mining 2025 / 2026 Year Ahead

January 07, 2026

The precious metals all soared in 2025, and while a continued monetary expansion and geopolitical risk could still drive gains especially for gold in 2026, a pullback in silver, platinum and palladium is possible after recent partly speculative surges.Read More

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

Ferrexpo bank accounts frozen over alleged royalty underpayment

February 07, 2023 / www.mining-journal.com

Ferrexpo, which produces high-grade iron ore pellets from operations in central Ukraine, has received notification in Ukraine of a court order issued at the request of the country's prosecutor toRead More

?-ks? 1/4 t mine runs as normal after Turkey-Syria earthquake, Centerra says

February 07, 2023 / www.northernminer.com

Centerra Gold (TSX: CG; NYSE: CGAU) says its ?-ks? 1/4 t mine located in central Turkey is continuing to operate normally after two powerful earthquakes occurred approximately 180 km from the mine site on Monday morning."There were no injuries to our employees or contractors at the mine, or at the company's other offices within T? 1/4 rkiye, and initial inspections have not detected any damage to...Read More

Are Western miners on thin ice in Greenland?

February 07, 2023 / www.mining-journal.com

Asante targets 400,000oz in 2023SPONSOREDasante gold corporationUr-Energy to boost production at Lost CreekSPONSOREDur-energyBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumCan EV battery metal continue its incredible bull run?SPONSOREDMiners prospecting for critical minerals viewed as vital for the energy transition are particularly favoured. More than 70 exploration licences...Read More

Firering-Ricca maiden resource estimate in 12 months...

February 07, 2023 / www.mining-journal.com

Sheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedGarnet cuts the path for Heavy Minerals' production plansSPONSOREDheavy minerals limitedRed Dirt rockets toward mining in 2023SPONSOREDred dirt metals4 Emerging Trends Driven by the Global Mining BoomSPONSOREDproudfootSpeaking on the sidelines of the Investing in Africa Mining Indaba Conference on Mo...Read More

Lithium Americas hails mixed ruling allowing Thacker Pass build

February 07, 2023 / www.northernminer.com

Lithium Americas (TSX: LAC; NYSE: LAC) has won part of a court case allowing construction to start on North America's largest lithium mine, the Thacker Pass project in Nevada where General Motors plans to invest hundreds of millions of dollars. United States federal court judge Miranda Du on Monday ruled against ranchers, environmentalists and Indigenous groups who argued Thacker Pass will ha...Read More

China's Ultimate Weapon Against Earth?

February 07, 2023 / www.outsiderclub.com

"China's Ultimate Weapon Against Earth?"Based on that title alone, what would you guess I'm referring to? I'll admit, there are almost too many possibilities to imagine. China possesses nearly limitless resources and severely limited ethics. In many ways, China's military is the closest competitor to the U.S. military. Just ask our resident defense expert Jason Simpkins all the countless wa...Read More

Exclusive video: Claims staking in western U.S. with Burgex Consultants

February 07, 2023 / www.northernminer.com

Chris Summers, CEO of U.S.-focused Burgex Mining Consultants spoke with Northern Miner Staff Writer Henry Lazenby at AME BC Roundup in January. They discuss how Burgex helps miners and prospectors deal with the Bureau of Land Management's complex claims-staking process in the western U.S. where many critical minerals are mined, and how those processes are limiting foreign investment in U.S. min...Read More

$FN - Fabrinet (FN) Q2 2023 Earnings Call Transcript.

February 06, 2023 / seekingalpha.com

Fabrinet (NYSE:NYSE:FN) Q2 2023 Earnings Conference Call February 6, 2023 5:00 PM ETCompany ParticipantsGaro Toomajanian - Vice President of Investor RelationsSeamus Grady - Chief Executive...Read full newsRead More

$NTR $NTR:CA - Nutrien: Defensive Farm Economy Pick On Sale.

February 06, 2023 / seekingalpha.com

Nutrien is incredibly undervalued if fertilizer prices do not decline as predicted by Wall Street analysts. Read more to see why I rate NTR stock a Buy.Read full newsRead More

$PETS - PetMed Express, Inc. (PETS) Q3 2022 Earnings Call Transcript.

February 06, 2023 / seekingalpha.com

PetMed Express, Inc. (NASDAQ:NASDAQ:PETS) Q3 2022 Earnings Conference Call February 6, 2022 4:30 PM ETCompany ParticipantsBrian Prenoveau - IRMatthew Hulett - President & CEOChristine...Read full newsRead More

The Value Of Value Is Still Compelling.

February 06, 2023 / seekingalpha.com

Despite growth valuations falling by twice as much as value in 2022, the relative value of value remains well above historic averages.Read full newsRead More

The 5% Solution - Cash.

February 06, 2023 / seekingalpha.com

The current period is similar to 1981 when inflation was high and the Fed was tightening. Click to read why six-month T-bills might be an attractive option.Read full newsRead More

$SPNS - Sapiens: Limited Upside From Current Levels.

February 06, 2023 / seekingalpha.com

I expect Sapiens International's top line growth to moderate over the coming years, owing to competition. Click here for my review of SPNS stock.Read full newsRead More

$ZBH - Zimmer Biomet: Expect Volume To Rise As Covid Impact And Labour Stabilizes.

February 06, 2023 / seekingalpha.com

Zimmer Biomet posted strong revenue growth in 4Q22 with organic growth of 10% and an earnings per share of $1.88. Click here to read more about ZBH stock.Read full newsRead More

$TTWO - Take-Two Interactive Software, Inc. (TTWO) Q3 2023 Earnings Call Transcript.

February 06, 2023 / seekingalpha.com

Take-Two Interactive Software, Inc. (NASDAQ:NASDAQ:TTWO) Q3 2023 Earnings Conference Call February 6, 2023 4:30 PM ETCompany ParticipantsNicole Shevins - Senior Vice President, Investor...Read full newsRead More

$PINS - Pinterest, Inc. (PINS) Q4 2022 Earnings Call Transcript.

February 06, 2023 / seekingalpha.com

Pinterest, Inc. (NYSE:NYSE:PINS) Q4 2022 Earnings Conference Call February 6, 2023 4:30 PM ETCompany ParticipantsNeil Doshi - Head, Investor RelationsBill Ready - Chief Executive Officer...Read full newsRead More

$DCBO $DCBO:CA - Docebo: Under-The-Radar SaaS Stock Poised For High Growth.

February 06, 2023 / seekingalpha.com

Docebo is an enterprise SaaS company that delivers learning management systems for corporates. Click here to read my detailed analysis of DCBO stock.Read full newsRead More

$EPP - EPP: An Undervalued Asia Pacific ETF With Weak Outperformance Potential.

February 06, 2023 / seekingalpha.com

iShares MSCI Pacific ex Japan ETF invests in Asia Pacific stocks, excluding Japan. The fund is probably undervalued. Click for our review of EPP.Read full newsRead More

$MDT - Medtronic: A Trend Change May Be Underway Ahead Of Earnings.

February 06, 2023 / seekingalpha.com

I like the mid-teens valuation on Medtronic and its yield. Click here to read our analysis and why we think MDT stock is a buy.Read full newsRead More

$FL - Foot Locker Could Exceed Expectations.

February 06, 2023 / seekingalpha.com

Foot Locker, Inc.'s stock had a good 2023 start, nearly doubled from July's lows seven months ago. Click here to see our take on FL stock.Read full newsRead More

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