News and Reports

Year Ahead 2025

January 06, 2025

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

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

$MARA - Marathon Digital: Has The Storm Been Weathered?.

April 06, 2023 / seekingalpha.com

Marathon Digital has underperformed peers since I called the stock a sell in September. Find out why I'm upgrading my rating on MARA stock.Read full newsRead More

$SP500 $DJI $NDX - March Employment Report Arrives At Critical Moment.

April 06, 2023 / seekingalpha.com

The March Employment Situation Report has the potential to set the tone for US bond and equity markets for many weeks. Read why investors should pay close attention.Read full newsRead More

$FTAIP - FTAIP: Strong 9% Yield, Leverage Is A Concern.

April 06, 2023 / seekingalpha.com

FTAI Aviation is an aerospace company that owns aircraft and aircraft engines which it subsequently leases. Click here to read our most recent analysis.Read full newsRead More

$EXTR - Extreme Networks: Strong Growth And Good Leadership Make It A Buy.

April 06, 2023 / seekingalpha.com

Extreme Networks, Inc. offers strong growth, low debt, a good return on share issuance, and high employee morale. Click here to read why EXTR stock is a Buy.Read full newsRead More

$UNP - Union Pacific: Growth Stagnation Masked With Buybacks.

April 06, 2023 / seekingalpha.com

Union Pacific Corporation is using debt to maintain the status quo of buying back shares and increasing dividend payments. Find out why UNP stock is a Hold.Read full newsRead More

$RELL - Richardson Electronics, Ltd. (RELL) Q3 Fiscal Year 2023 Conference Call Transcript.

April 06, 2023 / seekingalpha.com

Richardson Electronics, Ltd. (NASDAQ:NASDAQ:RELL) Q3 Fiscal Year 2023 Conference Call April 6, 2023 10:00 AM ETCompany ParticipantsEdward J.Read full newsRead More

$CEAYY $CHEAF - China Eastern Airlines: A Risky Buy On Reopening Surge.

April 06, 2023 / seekingalpha.com

China Eastern Airlines Corporation stock could provide a chance to capitalize on the Chinese recovery, but risks are clear. Read my earnings analysis of CEAYY.Read full newsRead More

$SLV - SLV: Bullish Breakout Could Lead To Parabolic Spike.

April 06, 2023 / seekingalpha.com

Silver's break above downtrend resistance going back to 2021 suggests a potential surge higher for metal and for iShares Silver Trust ETF. Click here to read why SLV ETF is a Buy.Read full newsRead More

$LFST - LifeStance Health Group's Position In The Booming Mental Health Market.

April 06, 2023 / seekingalpha.com

LifeStance Health Group's position in the market has optimistic and pessimistic prospects, depending on different factors. Click here for more on LFST stock.Read full newsRead More

$ATUS - Altice: A Gameplan To Buyout Of Public Shareholders.

April 06, 2023 / seekingalpha.com

Altice stock is down over 90% from 2021 peak and its market cap is already a tiny sliver of the capital structure. Click here to read why ATUS stock is a Strong Buy.Read full newsRead More

$TD $TD:CA - Toronto-Dominion Bank: Investors Smell Blood In The Water.

April 06, 2023 / seekingalpha.com

Investors are betting big against TD Bank, with short positions totaling $3.7 billion. Click here to find out why I rate TD stock a hold.Read full newsRead More

$YACAF - Yancoal Australia: Unlikely To Replicate Record 2022 Performance.

April 06, 2023 / seekingalpha.com

Yancoal Australia Ltd is a leading low-cost producer of metallurgical and thermal coal primarily used for power generation. Find out my analysis of YACAF stock.Read full newsRead More

$PM - Philip Morris: One Of The Best SWAN Stocks To Own.

April 06, 2023 / seekingalpha.com

Philip Morris has outperformed the broader indexes in the past year, and I expect the trend to continue. Click here to read my analysis of PM stock.Read full newsRead More

$FPE - FPE: High Yield ETF With Bond Performance And Stock Risks.

April 06, 2023 / seekingalpha.com

First Trust Preferred Securities and Income ETF is massively overweight in financials and has a large exposure to banks. Read more to see why FPE ETF is a Hold.Read full newsRead More

$NMM - Navios Maritime Partners: High Contracted Revenues And Improving Market Condition.

April 06, 2023 / seekingalpha.com

Navios Maritime's contracted revenue is high, and the market outlook is getting better. Click here to read my most recent analysis of NMM stock.Read full newsRead More

$TRC - It's A Bad Time To Own Tejon Ranch.

April 06, 2023 / seekingalpha.com

Tejon Ranch's shares rally periodically on hopes of development but these have always fizzled. Find out why TRC stock is a Hold.Read full newsRead More

$SLG - SL Green: Refinancing Risk And Other Headwinds Are Concerning.

April 06, 2023 / seekingalpha.com

SL Green is a real estate investment trust that is exposed to refinancing risk, while office vacancies are rising. Find out why I rate SLG stock a sell.Read full newsRead More

$RHUHF $RCH:CA - Richelieu Hardware Ltd. (RHUHF) Q1 2023 Earnings Call Transcript.

April 06, 2023 / seekingalpha.com

Richelieu Hardware Ltd. (OTCPK:RHUHF) Q1 2023 Earnings Conference Call April 6, 2023 3:00 PM ETCompany ParticipantsRichard Lord - President and Chief Executive OfficerAntoine Auclair - Vice...Read full newsRead More

$SSTI - ShotSpotter - Not Taking A Shot Yet.

April 06, 2023 / seekingalpha.com

ShotSpotter, Inc.'s shares have seen continued growth since its IPO. Click here to read why SSTI stock is a Hold.Read full newsRead More

$SMH - SMH: Possibly Approaching Peak Mania.

April 06, 2023 / seekingalpha.com

Semiconductor industry has enjoyed a great decade of growth. It came with great promise and has delivered on its promises. Read what investors need to know.Read full newsRead More

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