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
Uranium Energy?EUR?(NYSE: UEC) says new drill results expand the footprint of high-grade uranium mineralization at its Christie Lake project in northern Saskatchewan's Athabasca basin. Drill hole C-178-1 cut 15.6 metres grading 5.4% uranium oxide (U3O8) from 419.1 metres depth, including 3.4 metres grading 23% U3O8 from 426.6 metres downhole, UEC said in a news release on Monday. The intercept...Read More
The final three drill holes from Fury Gold Mines' (TSX: FURY; NYSE-AM: FURY) 2022 program have returned high-grade gold intercepts at its Eau Claire project in Quebec.Assays from the Hinge Target included 22.7 grams gold per tonne over 1.5 metres starting 181.5 metres downhole in 22EC-059. The intercept, about 155 metres below surface, "is one of the shallowest high-grade intercepts to date within...Read More
Share this article VANCOUVER - Cordoba Minerals Corp. [CDB-TSXV; CDBMF-OTCQB] reported remaining assay results received from the initial infill drilling program at the 100%-owned San Matias copper-gold-silver project in Colombia.Highlights: Significant intercepts returned from the remaining initial in-fill drill holes include drill hole ACD156 that returned 91.7 metres from 56.5 metre to 148.2 me...Read More
Canex Metals (TSXV: CANX) says it has discovered a new "and potentially significant zone" of gold in its first drill hole testing the Shaft Target at the Gold Range project in northwestern Arizona.The discovery hole was drilled in the northern part of the Gold Range property, about 1.5 km northeast of the Central Zone and 2.4 km north of the Excelsior Zone.Drill hole GR22-110 intersected 27.4 metr...Read More
Dear Reader,It seems like every piece of tech these days gets the lofty "smart" label.Just speak into the ether and you can play your favorite song while also saving on electric bills.Smart speakers...Smart meters...Smart security systems...Smart watches...Smart glasses...Did you know Ray-Ban recently partnered with Meta to build glasses called Ray-Ban Stories?There are two cameras attached to the...Read More
Amazon's Buy with Prime will be open to all U.S. retailers January 31. The trend from product-based revenue to service-based revenue continues. Read more here.Read full newsRead More
Rapid interest rate increases and high inflation caused trading prices on debt to drop hard. Now is the time to buy before rates fall again. Read more here.Read full newsRead More
iStar merging with Safehold; offers a high-yielding opportunity. Read more to see what we can expect for this trade going forward and how it has performed so far.Read full newsRead More
Dropbox is suffering from lackluster share price performance since its IPO 5 years ago. DBX has doubled sales, having become solidly profitable. Read more here.Read full newsRead More
Cenovus Energy combined with Husky Energy some time ago. Click here to read why CVE stock will likely appeal to a wider variety of investors than in the past.Read full newsRead More
Tellurian LNG has provided no substantial updates to the Driftwood LNG FID and the project still looks unlikely. See our view on the stock.Read full newsRead More
B2Gold production was 1,027,874 Au ounces in 2022, reaching the upper half of 2022 guidance. Click here to see our take on BTG stock.Read full newsRead More
AMN Healthcare features a good valuation case considering its growth prospects. Click here to see our take on AMN stock.Read full newsRead More
SCHD holds a strong basket of stocks with a respectable dividend yield and growth. Read why the fund could be a solid option at current levels.Read full newsRead More
While there are certainly great risks, Reata has a decent chance of making a successful turnaround in the future. Check out our view on RETA stock.Read full newsRead More
Baytex expects to grow its heavy oil production from 35% of total production in Q3 22 to 41% of total production in '23. Click here to see our take on CA stock.Read full newsRead More
Global Ship Lease yields 8.4% with a very conservative 18% payout ratio. Click here to see why we rate GSL stock as a BUY.Read full newsRead More
Buoyed by the retreat in longer-term interest rates and solid REIT earnings, real estate equities were among the outperformers this week. Read more here.Read full newsRead More
BCI is above last week's level; the recession warning weakens. Click here to see our Business Cycle Index indicators.Read full newsRead More
Scotts Miracle-Gro is turning the corner as housing market may see a rebound. Find out why SMG stock may be good choice for long-term risk tolerant investors.Read full newsRead More