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

OmniAb, Inc. (NASDAQ:NASDAQ:OABI) Q4 2022 Earnings Conference Call March 30, 2023 8:00 AM ETCompany ParticipantsKurt Gustafson - CFOMatt Foehr - President and CEOConference Call...Read full newsRead More

Straumann (SAUHF) is a quality business and is a world leader in its domain. Check out why I'm neutral on Straumann stock.Read full newsRead More

Cantaloupe relies on non-financing means of generating cash which is not sustainable. Read why I don't regard CTLP stock as a buy.Read full newsRead More

Devon Energy announced lower-than-expected adjusted earnings of $1.66 from $1.39 a year ago. Read more to see why DVN stock is a Hold.Read full newsRead More

Charles Schwab has seen an acceleration of money inflows which came in at twice the rate as the FY 2022 weekly average. Click here to read why I rate SCHW stock a Buy?Read full newsRead More

Alpine Income's dividend yield of 6.5% (~75% implied FFO payout for 2023) is extremely safe. Read why I'm bullish on PINE stock.Read full newsRead More

Lockheed Martin has rallied over the past two years, though not as much as you might expect given global geopolitical developments. Read more to see why LMT stock is a Buy.Read full newsRead More

Forty-nine small-cap energy producers are ranked on relative quality using a matrix with factors including, valuation, profitability, FCF, and debt. Click here to find out.Read full newsRead More

In October I showcased my full portfolio. Read more to see an update on how my portfolio developed.Read full newsRead More

Cytokinetics has developed aficamten and has received FDA orphan drug designation and Breakthrough Therapy Designation. See why I'm bearish on CYTK stock.Read full newsRead More

Amazon has been operating for almost 30 years, and still seems content to sacrifice short-term profit for long-term growth. Read more to see why AMZN stock is a HoldRead full newsRead More

Voyager is a preclinical company with multibillion dollar big pharma deals. Read why I will stay on the sidelines with VYGR stock.Read full newsRead More

Imperial Petroleum is a new energy shipping company resulting from a spinoff. Read more to see why we rate the preferred, IMPPP stock, a Buy.Read full newsRead More

Vericel Corporation is an innovative leader with a strong pipeline of FDA-approved and investigational products that address unmet medical needs. Click here to read more.Read full newsRead More

Nano Dimension attained its highest yearly revenues recorded in their history in Q4 2022. Check out why I rate NNDM stock a hold.Read full newsRead More

Real estate equities were again among the leaders this week. Click here to read the full report.Read full newsRead More

Voyager shares have moved up more than 25% in 2023 on a couple of licensing deals. Read more to see a full investment analysis of VYGR stock.Read full newsRead More

Parker-Hannifin's valuation does not align with market positioning and growth prospects. Check out why I rate PH stock a strong buy.Read full newsRead More

PaySign is a growing microcap stock generating 90% of its revenue offering payment solutions for plasma donation centres. Read more to see why PAYS stock is a Buy.Read full newsRead More