News and Reports

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

$NML - NML: A Solid CEF That Is Worth Buying Today.

April 05, 2023 / seekingalpha.com

Neuberger Berman MLP and Energy Income Fund invest in a portfolio of MLPs and other energy companies. Click here for reasons why NME CEF is worth buying today.Read full newsRead More

$AYI - Acuity Brands: Recent Correction Is A Buying Opportunity.

April 05, 2023 / seekingalpha.com

Acuity Brands' stock has corrected post mixed Q2 2023 results. The near-term revenue outlook is mixed. Find out why AYI stock should do well in the long term.Read full newsRead More

$SAFRF $SAFRY - Safran Benefits If Fleets Stay 20% Smaller In Commercial Aviation.

April 05, 2023 / seekingalpha.com

Fleets have shrunk by about 20% across the board among commercial carriers, and this means that new deliveries fall into the background for Safran's CFM and Leap engines. Read more here.Read full newsRead More

$LUG:CA $LUGDF - Lundin Gold Could Suffer Badly From An Expected Gold Decline.

April 05, 2023 / seekingalpha.com

Lundin Gold surprisingly outperformed gold, but investors should consider selling shares. Click here to read my most recent analysis covering Lundin Gold stock.Read full newsRead More

Credit Earthquake Reveals Fault Lines.

April 05, 2023 / seekingalpha.com

US total household debt is at $16.5 trillion, including auto loans of $1.6 trillion, credit card debt at $986 billion, and student loans at $1.6 trillion.Read full newsRead More

$EWUS - iShares MSCI United Kingdom Small-Cap ETF: A Mixed Bag.

April 05, 2023 / seekingalpha.com

iShares MSCI United Kingdom Small-Cap ETF covers over 250 small-cap UK stocks. Click here for our EWUS ETF analysis.Read full newsRead More

$USHY - Junk Bonds Conspicuously Quiet In 2023, Spotting Prices To Watch.

April 05, 2023 / seekingalpha.com

iShares Broad USD High Yield Corporate Bond ETF is an exchange traded fund launched by BlackRock, Inc. Find out why I am downgrading USHY ETF to a hold.Read full newsRead More

$MCRB - Seres Therapeutics: Binary Catalyst Unlocking.

April 05, 2023 / seekingalpha.com

Due to its volatility, Seres Therapeutics is a stock that is not for the faint of heart. MCRB stock has dropped and popped often. Click here for our review.Read full newsRead More

$NG $NG:CA - NovaGold Resources, Inc. (NG) Q1 2023 Earnings Call Transcript.

April 05, 2023 / seekingalpha.com

NovaGold Resources, Inc. (NYSE:NYSE:NG) Q1 2023 Earnings Conference Call April 5, 2023 11:00 AM ETCompany ParticipantsMelanie Hennessey - VP, Corporate CommunicationsGregory Lang -...Read full newsRead More

Fixing Our Financial System's Disastrous Singularities.

April 05, 2023 / seekingalpha.com

Risks of market collapses - singularities - are an inevitable part of any financial system. But participants in any financial system seek to minimize the damage from these singularities.Read full newsRead More

$SPXC - SPX Technologies: In Full Transformation And Growth Swing.

April 05, 2023 / seekingalpha.com

SPX Technologies has completed its next acquisition, this time a bit larger. Click here for our review of SPXC stock prospects in light of this M&A activity.Read full newsRead More

$ARR - Armour Residential: Back On The Slow Road To Zero.

April 05, 2023 / seekingalpha.com

ARMOUR Residential has a very high dividend yield of 18%, making it attractive to many deep-value income investors. Read more here.Read full newsRead More

$SG - Sweetgreen: A Gem In The Space.

April 05, 2023 / seekingalpha.com

Sweetgreen plans 30-35 net restaurant openings in 2023, a similar cadence to 2022. Click here for our comparison of SG stock to major competitor SHAK stock.Read full newsRead More

$PAR - PAR Technology Looks Set To Have Another Good Year.

April 05, 2023 / seekingalpha.com

While PAR Technology shares are not cheap, it kept growing even during the pandemic so we see few risks ahead. See why we recommend a buy on PAR stock.Read full newsRead More

$SCHN - Schnitzer Steel Industries, Inc. (SCHN) Q2 2023 Earnings Call Transcript.

April 05, 2023 / seekingalpha.com

Schnitzer Steel Industries, Inc. (NASDAQ:NASDAQ:SCHN) Q2 2023 Earnings Conference Call April 5, 2023 11:30 AM ETCompany ParticipantsMichael Bennett - Investor RelationsTamara Lundgren -...Read full newsRead More

$SCHN - Schnitzer Steel Industries, Inc. 2023 Q2 - Results - Earnings Call Presentation.

April 05, 2023 / seekingalpha.com

The following slide deck was published by Schnitzer Steel Industries, Inc.Read full newsRead More

$HRB - H&R Block: Resilient To Downturns, Good Long-Term Buy.

April 05, 2023 / seekingalpha.com

H&R Block seems to be resilient during downturns as I did not see much indication of the contrary. Click here to read my most recent analysis of HRB stock.Read full newsRead More

$NVDA - Nvidia's Robust Growth: Riding The AI Wave.

April 05, 2023 / seekingalpha.com

Nvidia has seen a 70% increase in value YTD, driven by AI advancements and a unique approach to sustainability Click here for our current view of NVDA.Read full newsRead More

RT @MarketCurrents: $PIFYF $PNE:CA - Pine Cliff Energy declares $0.0108 dividend

April 05, 2023 / seekingalpha.com

Pine Cliff Energy (PIFYF) declares $0.0108/share monthly dividend, in line with previous.Read full newsRead More

RT @MarketCurrents: $PIFYF $PNE:CA - Pine Cliff Energy declares $0.0108 dividend

April 05, 2023 / seekingalpha.com

Pine Cliff Energy (PIFYF) declares $0.0108/share monthly dividend, in line with previous.Read full newsRead More

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