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

Since my last Sell call, NIO stock dropped over 25% amid the growing S&P 500 Index. It's time to reassess the thesis. Click here to see our take on NIO.Read full newsRead More

FLYHT Aerospace Solutions Ltd. (OTCQX:FLYLF) Q4 2022 Earnings Conference Call April 13, 2023 9:30 AM ETCompany ParticipantsMatt Chesler - Investor RelationsKent Jacobs - President and...Read full newsRead More

Sylla Gold Corp. (TSXV:SYG) (OTCQB:SYGCF) (Read full newsRead More

KKR is overvalued compared to peers and its sector. Read why I give KKR stock a Hold if you already own it, but avoid it for now if you don't.Read full newsRead More

Battalion Oil recently issued $25 million in preferred shares, with a PIK dividend rate of 16% per year. Click here to learn why I now rate BATL stock a Hold.Read full newsRead More

The Oakmark Fund returned 8.1% during the first calendar quarter, outperforming the S&P 500 Index's return of 7.5%. Click here to read the full fund letter.Read full newsRead More

We have been long-term bulls on both AT&T and Verizon. Click here to learn why we now prefer VZ stock over T stock.Read full newsRead More

Roku's growth is driven by its platform segment with a six-fold increase in revenue from 2018 to 2022. Read more to see why ROKU stock is a Hold.Read full newsRead More

The InfraCap Equity Income Fund ETF seeks to deliver high current income through a diversified portfolio of dividend-paying equities. See why I rate ICAP ETF a Hold.Read full newsRead More

The recent short report on Block has weighed heavily on Marqeta's (MQ) stock price. Click here to learn why I think the fear is largely overblown.Read full newsRead More

Movado Group has a diversified brand portfolio with regional strengths that cater to a wide range of customers. See why MOV stock is a Buy.Read full newsRead More

Rent the Runway, Inc. (NASDAQ:NASDAQ:RENT) Q4 2022 Earnings Conference Call April 12, 2023 4:30 PM ETCompany ParticipantsJackie Blatt - Vice President, Investor RelationsJennifer Hyman -...Read full newsRead More

Pure Storage's leadership in NVMe technology will help it maintain its competitive edge and leadership position in the market. Click here to read my analysis.Read full newsRead More

GoviEx edges closer to productionSPONSOREDgoviex uraniumCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesProxy votes displayed during this morning's scheme meeting in Adelaide showed 97.95% voted in favour of the $28.25 per share cash offer.Read More

Royalty companies provide upfront capital to mining projects in exchange for a fixed cut of the revenues over the life-of-mine.Read More

GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelThe transaction, unanimously approved by the boards of both companies, will see Hudbay's production increase to 150,000tpa of red metal and 300,000oz of gold.Read More

Ero produced a record 46,370t of copper and 42,669oz of gold in 2022, with its red metal output to more than double over the coming five years to 100,000-110,000t of copper, while gold production willRead More

Share this article VANCOUVER - Hudbay Minerals Inc. [HBM-TSX, NYSE] has agreed to acquire Copper Mountain Mining Corp. [CMMC-TSX] in a transaction worth $2.67 a share or US$439 million.The companies said the deal will create a premier Americas-focused copper mining company that is well positioned to deliver sustainable cash flows from an operating portfolio of three long life mines, as well as...Read More

The proposals are likely to further stimulate the demand for energy transition metals in the country, such as lithium, nickel, cobalt and graphite for lithium-ion batteries for electric vehiclesRead More

The platinum group metals (PGMs) and gold producer reported a slower-than-expected recovery in mining volumes in the first quarter of 2023, as adverse weather conditions affected flexibility.Read More