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

There are increasing contrasts between open and interoperable monetary and information networks vs closed and siloed ones.Read full newsRead More

Click to see 19 stocks on my high-yield watchlist for April 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory.Read full newsRead More

The iShares S&P Global Clean Energy Index ETF has beaten the S&P over the last three years. Click here to read my analysis of ICLN ETF.Read full newsRead More

Micron Technology designs, develops, manufactures, and sells memory and storage products worldwide. Click here to read why we remain buy-rated on MU stock.Read full newsRead More

Intel unveiled strategies to compete against AMD and Nvidia in the AI logic market. Click here to read why we downgrade INTC stock from Buy to Hold.Read full newsRead More

North European Oil Royalty Trust is an interesting play on a specific EU gas/Oil/sulfur asset in Germany. See why I consider NRT stock a Hold.Read full newsRead More

Ares Commercial Real Estate has some turbulence ahead given their outsized allocation to office properties. Read why I'd remain cautious about ACRE stock.Read full newsRead More

Gabelli Utility Trust has a high premium to NAV and exposure to the defensive asset class. Read why we are moving on from Sell to Hold for GUT CEF.Read full newsRead More

Charles Schwab is trading back near COVID crash valuation multiples and at a 40% discount to its long-term forward PE multiple. See why I'm Neutral on SCHW stock.Read full newsRead More

Cardinal Energy is by far the highest dividend payer and its FFO well covers its debt and CAPEX. Read more to see why CJ:CA stock is a better income investment.Read full newsRead More

Viasat has continued to see robust revenue growth while posting negative net income. Read more to see why I am going to call VSAT stock a Buy.Read full newsRead More

"Only a great master can provide a path to finding your own true answers."- Herbie HancockDear Outsider,At a seminar a few years ago, the great jazz pianist Herbie Hancock delivered a short but powerful speech on the ethics of jazz.He talked about about how thinking outside the box can propel your career and life forward.If you've never listened to his work, the song "Chameleon" off the album...Read More

Video Series: Mining Journal speaks with Sheila KhamaSPONSOREDsaudi ministry of industry and mineral resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelGoviEx edges closer to productionSPONSOREDgoviex uraniumGreat Southern peaking under the coverSPONSOREDgreat southern miningGlencore offered a 20% premium in its all-share offer acquisition. This included ...Read More

(IDEX Online) - Media magnate Rupert Murdoch has reportedly splashed out $2.5m on a diamond engagement ring for his fifth wife.Murdoch, 92, (pictured) is to marry Ann Lesley Smith, 66, this summer, after divorcing wife number four, supermodel Jerry Hall, last July.Widow Ms Smith was seen wearing the 11-carat Asscher-cut gem at Los Angeles Airport last week The couple first met in September2022."It...Read More

Video Series: Mining Journal speaks with Sheila KhamaSPONSOREDsaudi ministry of industry and mineral resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelGoviEx edges closer to productionSPONSOREDgoviex uraniumGreat Southern peaking under the coverSPONSOREDgreat southern miningThe quantum and pricing of the fundraising is now being worked on by Meteoric. No reasons for K...Read More

The company also reported an increase in its C1 cash cost to US$1.65/lb, a 24.6% increase from the $1.32/lb in 2021. Its C3 net cathode cost increased 22.5% to $2.82/lb from $2.30/lb.Read More

Video Series: Mining Journal speaks with Sheila KhamaSPONSOREDsaudi ministry of industry and mineral resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelGoviEx edges closer to productionSPONSOREDgoviex uraniumGreat Southern peaking under the coverSPONSOREDgreat southern miningThe Idaho Cobalt Operation is described by its owner, Australian-based Jervois Global, as the o...Read More

Glencore offered a 20% premium in its all-share offer acquisition. This included 7.78 Glencore shares for each Teck Class B subordinate voting share and 12.Read More

How much longer can Americans be lied to before the nation's social fabric shreds completely?To some extent, governments and big media have always lied. In the past, this has been done with good intentions (during times of war when secrecy is needed) or bad (as in cover-ups of blunders and crimes).Americans may be a bit cynical, yet they know what's happening and why. Vietnam and Watergate are exa...Read More

With a maiden resource on CV5 coming in June, chief executive Blair Way hopes the market will start fully appreciating the value and uniqueness of what the company has.Read More