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

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

(IDEX Online) - Amazon and De Beers are collaborating to develop lab grown diamonds for use in super-secure quantum communications.They will allow computer networks to transmit vast amounts of data over long distances, far outperforming current fiber-optic systems.Element Six, the De Beers subsidiary that specializes in industrial applications of lab grown diamonds, is working with Amazon Web Serv...Read 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

(IDEX Online) - De Beers yesterday reported $540m of rough sales during Cycle 3, boosted by "encouraging positive trends" in consumer demand, especially in China.The provisional figure is 8.5 per cent higher than Cycle 2, but 4.5 per cent lower than Cycle 3 of 2022.Last month De Beers announced a drop of 24 per cent in its Cycle 2 sales, as uncertainty persisted and many sightholders delayed purch...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

The company completed a listing transaction in March to become the newest publicly-traded lithium explorer, ending a two-year gestation period by co-founder and chair Hernan Miguel Zaballa andRead More

GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelThe IMF launched its twice-yearly report on the state of the world economy this week.Read More

Wingstop is trading at an unbelievable 57x EBITDA, far above its peers. Read why investors would do well to remain patient as we see no upside.Read full newsRead More

Realty Income Corporation reported dividend growth of $0.90 in FY1994 to $2.96 in FY2022, resulting in CAGR of 4.31%. Click for my view of O stock prospects.Read full newsRead More

Sportsman's Warehouse Holdings, Inc. (NASDAQ:NASDAQ:SPWH) Q4 2022 Earnings Conference Call April 12, 2023 5:00 AM ETCompany ParticipantsRiley Timmer - Vice President, Investor RelationsJon...Read full newsRead More

Bitcoin is skyrocketing, now up roughly 81% YTD amidst recent bank failures and widespread speculation that the Fed will capitulate. Find out why GBTC is a strong buy.Read full newsRead More

The following slide deck was published by Argan, Inc.Read full newsRead More

Argan, Inc. (NYSE:NYSE:AGX) Q4 2023 Earnings Conference Call April 12, 2023 5:00 PM ETCompany ParticipantsJohn Nesbitt - IMS, Investor RelationsDavid Watson - Chief Executive...Read full newsRead More

Energy equities outperformed during the week, reversing their year-to-date trend of underperformance. Click here for our weekly review of the oil patch.Read full newsRead More

CleanSpark is the most efficient top 5 Bitcoin miner in the public markets. Find out why I'm bullish on CLSK stock.Read full newsRead More

The company finished 2022 on a strong note with Q4 sales and gross profit rising by 1.7% and 1.1% despite nationwide protests in Peru in December. Find out why CPAC stock is a Buy.Read full newsRead More

Dropbox revenue growth rate is disappointing. Learn why my outlook for DBX in the near term is Neutral.Read full newsRead More

Bud Light beer has been in the news lately following a 'controversy', prompting certain individuals to dispose and boycott the brand. Click here to read more.Read full newsRead More

Inflation bears need a better thesis. Read why the worst - in terms of inflation - is behind us.Read full newsRead More