Barry Dawes of Martin Place Securities shares his thoughts on the current state of the market, focusing on gold.Gold has peaked for now, and gold Bugs can lick their wounds for a while. The real world is getting on with life.T Bond yields are heading lower. The U.S. dollar is recovering, and currency rallies are over.Small-cap resources are looking good.Tuesday's note pretty well covered the hyste...Read More
This bodes well for Perpetua Resources Corp. (PPTA:TSX.V; PPTA;NASDAQ) having already received the final Record of Decision and potentially getting financed through the Export-Import Bank of the United States. Read on to learn why analysts like this junior miner.Perpetua Resources Corp.'s (PPTA:TSX; PPTA:NASDAQ) Stibnite gold-antimony project in Idaho is among the first group of U.S. critical mine...Read More
Soma Gold Corp. (SOMA:TSX.V; SMAGF:OTC; A2P4DU:WKN) says that during this quarter it made further progress on its Colombian projects and is "on track for a strong 2025 and beyond." Read on to discover why one analyst rates the stock an Immediate Strong Buy and another a Hold.Soma Gold Corp. (SOMA:TSX.V; SMAGF:OTC; A2P4DU:WKN) made noteworthy developments in Q1/25 pertaining to several of its in-pr...Read More
For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More
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Early 2022 has brought the most traumatic events in Kazakhstan’s 30 years of modern independence. Widespread protests and civil unrest led to unprecedented scenes of violence on the country’s streets. Especially in Almaty, the largest city. More than 225 lives have been lost.What began as peaceful demonstrations against a sharp increase in the price of LPG fuel in resource-ri...Read More
For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More
This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...Read More
For details on how your data is used and stored, see our Privacy Notice. It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the...Read More
We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...Read More
Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...Read More
The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More
For details on how your data is used and stored, see our Privacy Notice. Metals and mining companies are starting to shake off the sector’s long-held dedication to capital discipline. In stark contrast to Big Oil corporates which are cutting budgets, Big Mining are upping investment with the goal of growing mine supply. James Whiteside, Head of Metals and Mining Research, analysed...Read More
U.S. equity index futures were lower this morning. S&P 500 futures were down 14 points at 8:30 AM EDT.Alphabet advanced $3.06 to $161.47 after reporting higher than consensus first quarter results.Schlumberger dropped $0.63 to $34.30 after reporting less than consensus first quarter earnings. Agnico-Eagle Mines added $1.73 to US$121.36 after reporting higher than consensus first quarter result...Read More
Netflix $NFLX a NASDAQ 100 stock moved above $1,064.50 to an all-time high extending an intermediate uptrend.Take Two Interactive $TTWO a NASDAQ 100 stock moved above $220.93 to an all-time high extending an intermediate uptrend.Trader's CornerEquity Indices and Related ETFsDaily Seasonal/Technical Equity Trends for April 24th 2025Green: Increase from previous dayRed: Decrease from previous daySou...Read More
It's a subject we analyze continually, and we have recommended gold as part of a sound investment portfolio for years. Today the dollar price of gold is hovering near all-time highs over $3,300 per ounce.Gold has been on a tear lately. It was $1,830 as of October 5, 2023. At today's prices, that marks a 75% surge in just 18 months. Gold has outperformed stocks by a wide margin this year, but it ha...Read More
Charlie Munger, Berkshire Hathaway’s late Vice Chairman and Warren Buffett’s longtime bosom buddy, achieved legendary status in investing circles. But Munger's genius doesn't rest in poring over spreadsheets or stock-picking scanners. Instead, he's famous for using "mental models" guiding principles and ways of thinking that he's curated from a broad spectrum of disciplines.Munger's...Read More
First Quantum Minerals (FM) struggles with another challenging quarter as the Cobre Panama suspension continues to hamper ...Read More
Discover why Newmont (NEM) reported mixed Q1 2025 results with record free cash flow of $1.2B and impressive EPS beat, ...Read More
Gold market expert Andy Schectman from Miles Franklin reveals explosive insights into gold's surge to $3500 and why central ...Read More