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

Glencore approves $22m loan for Pacific's Kolosori

April 05, 2023 / www.mining-journal.com

"The Company anticipates that it will be in a position to affect an initial drawdown of US$3 million once documentation has been completed.Read More

Trump's Priceless Gift to America

April 05, 2023 / dailyreckoning.com

We note yesterday's indictment of former United States president Donald John Trump.The incident kindled in us a mood of reflection... as an old photograph may recall a man to the time in which it was captured.Mr. Trump remains archvillain to some. He remains archangel to others.He is neither to us. Nor was he ever.We found the fellow's tenure infinitely amusing. It was a dozen-ringed circus, a gra...Read More

$RGP - Resources Connection, Inc. (RGP) Q3 2023 Earnings Call Transcript.

April 04, 2023 / seekingalpha.com

Resources Connection, Inc. (NASDAQ:NASDAQ:RGP) Q3 2023 Earnings Conference Call April 4, 2023 5:00 PM ETCompany ParticipantsKate Duchene - CEOTim Brackney - President & COOJenn Ryu -...Read full newsRead More

$DM - Desktop Metal: Shifting To Hold Rating While We Await Profit Performance In FY23.

April 04, 2023 / seekingalpha.com

Desktop Metal, Inc. has yet to generate positive earnings or free cash flow, and the valuation paradigm remains. Click here for more on DM stock prospects.Read full newsRead More

$SP500 - What's With Bonds.

April 04, 2023 / seekingalpha.com

Bond yields have been dropping since March 8 when the problems at Silicon Valley Bank surfaced. Click for a review of what is happening with rates.Read full newsRead More

Extreme Market Failure In The Mortgage REIT Sector.

April 04, 2023 / seekingalpha.com

Wild swings in relative share prices leads to a dramatic change in relative values. Click here to read my analysis.Read full newsRead More

April Dogs Of The Dow: 2 Buy, 3 Watch.

April 04, 2023 / seekingalpha.com

The highest-yield 10 stocks are April's Dogs of the Dow: CSCO, GS, JPM, AMGN, CVX, IBM, DOW, WBA, MMM, VZ, averaging a 4.44% annual yield. Click here for our lists.Read full newsRead More

$MERC - Mercer International: Current Pessimism Represents A Good Long-Term Opportunity.

April 04, 2023 / seekingalpha.com

Mercer International's revenues are slowing down as a result of weakening markets and high leverage. Click here to read my most recent analysis of MERC stock.Read full newsRead More

$INCR $INCR.U:CA - InterCure Ltd. (INCR) Q4 2022 Earnings Call Transcript.

April 04, 2023 / seekingalpha.com

InterCure Ltd. (NASDAQ:NASDAQ:INCR) Q4 2022 Earnings Conference Call April 4, 2023 4:30 PM ETCompany ParticipantsAlexander Rabinovitch - CEO & DirectorAmos Cohen - CFOConference Call...Read full newsRead More

$XMTR - Xometry: Still Positive On The Long-Term.

April 04, 2023 / seekingalpha.com

Despite recent challenges, I believe Xometry is well-positioned to serve a massive TAM. Click here to see our take on XMTR stock.Read full newsRead More

$UAVS - AgEagle Aerial Systems, Inc. (UAVS) Q4 2022 Earnings Call Transcript.

April 04, 2023 / seekingalpha.com

AgEagle Aerial Systems, Inc. (NYSE:NYSE:UAVS) Q4 2022 Earnings Conference Call April 4, 2023 4:30 PM ETCompany ParticipantsBarrett Mooney - Chief Executive OfficerNicole Fernandez-McGovern...Read full newsRead More

$RKFL - RocketFuel Blockchain, Inc. (RKFL) Q3 2022 Earnings Call Transcript.

April 04, 2023 / seekingalpha.com

RocketFuel Blockchain, Inc. (OTCQB:RKFL) Q3 2022 Earnings Conference Call April 4, 2023 4:30 PM ETCompany ParticipantsBen Yankowitz - Chief Financial OfficerPeter Jensen - Chief Executive...Read full newsRead More

$XELA $XELAP - Exela Technologies, Inc. (XELA) Q4 2022 Earnings Call Transcript.

April 04, 2023 / seekingalpha.com

Exela Technologies, Inc. (NASDAQ:NASDAQ:XELA) Q4 2022 Results Conference Call March 4, 2023 4:30 PM ETCompany ParticipantsVince Kondaveeti - VP, Corporate DevelopmentPar Chadha - Executive...Read full newsRead More

$ABR - Arbor Realty Trust: Rising Multifamily LTV's Threaten 'Agency Takeout' Model.

April 04, 2023 / seekingalpha.com

I would not personally buy Arbor Realty Trust until its price is half of its current book value, or around $6.50. Click here to learn why.Read full newsRead More

$NL - NL Industries: Will The Past Ever Go Away?.

April 04, 2023 / seekingalpha.com

I do not consider NL Industries stock to be an attractive investment vehicle at this time. Click here to read my analysis of NL stock.Read full newsRead More

$FRBK - Republic First: High Failure Risk.

April 04, 2023 / seekingalpha.com

Republic First Bancorp is the bank holding company for Republic Bank. Click here to find out why we are bearish on FRBK stock.Read full newsRead More

$RPM - RPM: Integration Should Offset Housing Pullback And Foster Growth.

April 04, 2023 / seekingalpha.com

RPM International beat on EPS and missed on revenue but remain positive on 2023 guidance. Learn why I think RPM stock will yield long-term success.Read full newsRead More

EM Local Currency Bonds Shine Amid Banking Turmoil.

April 04, 2023 / seekingalpha.com

Emerging markets' local currency bonds have been resilient amid extreme volatility in U.S. rates, recent banking troubles, and continued uncertainty around inflation and economic growth.Read full newsRead More

$VALU - Value Line: Not Yet Cheap Enough.

April 04, 2023 / seekingalpha.com

Revenue of Valu Line is down, but gross profit is up because of heroic cost cutting efforts. Click here to see our take on VALU stock.Read full newsRead More

$EGY - Vaalco Energy: On The Shelf.

April 04, 2023 / seekingalpha.com

VAALCO Energy, Inc. earnings should smooth out as the company grows and develops more core areas. Click here for our take on EGY stock prospects.Read full newsRead More

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