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

$OKENF - Okeanis Eco Tankers: Top Choice For Crude Tanker Exposure.

March 28, 2023 / seekingalpha.com

Okeanis Eco Tankers Corp. has a cheap valuation, is leveraged, great management, and a generous dividend policy. Click here for more on OKENF stock.Read full newsRead More

$EE - Excelerate Energy, Inc. 2022 Q4 - Results - Earnings Call Presentation.

March 28, 2023 / seekingalpha.com

The following slide deck was published by Excelerate Energy, Inc.Read full newsRead More

$BIZD - BIZD: Many BDC Managers May Not Have Your Best Interest In Mind.

March 28, 2023 / seekingalpha.com

With many retired investors growing, demand for ultra-high-yield investments surged, creating potential market dislocations. Read what investors need to know.Read full newsRead More

$GROY - Gold Royalty Corp (GROY) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

Gold Royalty Corp (NYSE:NYSE:GROY) Q4 2022 Earnings Call Transcript March 28, 2023 11:00 AM ETCompany ParticipantsJoanne Jobin - IR.INC, Investor RelationsDavid Garofalo - Chief Executive...Read full newsRead More

$AMZN - Amazon: 2022 Net Loss Was Likely A One-Off.

March 28, 2023 / seekingalpha.com

We conducted an expense analysis on Amazon's operating expenses in 2022 and deduced that wage growth was the biggest cause for its increase in expenses. Read more here.Read full newsRead More

$NOTE - FiscalNote Holdings, Inc. (NOTE) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

FiscalNote Holdings, Inc. (NYSE:NYSE:NOTE) Q4 2022 Earnings Conference Call March 28, 2023 10:00 AM ETCompany ParticipantsSara Buda - Vice President of Investor RelationsTimothy Hwang -...Read full newsRead More

$MKC - Where Will McCormick Stock Be In 4 Years?.

March 28, 2023 / seekingalpha.com

McCormick stock has been overvalued for several years and has likely started the process of rerating to a lower valuation. Read why rate MKC stock a strong sell.Read full newsRead More

$NEMTF $NEMKY - Nemetschek: No Immediate Catalyst In The Near Term.

March 28, 2023 / seekingalpha.com

2023 guidance for Nemetschek is largely in line with the consensus, but NEMKY has macro headwinds in Design and Bluebeam subscription shift. Read more about NEMTF here.Read full newsRead More

$CANE - CANE: Sugar Continues To Trend Higher.

March 28, 2023 / seekingalpha.com

Sugar is in a bullish trend. The 2016 high is the target. Click here to read why investors should take a closer look at the CANE sugar ETF.Read full newsRead More

$ULH - Universal Logistics Holdings: A Favorable Risk-To-Reward Opportunity Right Now.

March 28, 2023 / seekingalpha.com

Universal Logistics continues to fare well, especially on its bottom line, even though recent top line figures have been mixed. Learn why I've changed my rating of ULH from a hold to buy.Read full newsRead More

$HTHT - H World Group Limited (HTHT) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

H World Group Limited (NASDAQ:NASDAQ:HTHT) Q4 2022 Earnings Conference Call March 27, 2023 9:00 PM ETCompany ParticipantsJason Chen - Director, Investor RelationsQi Ji - ChairmanHui Jin -...Read full newsRead More

$AAPL - I Was Wrong On Apple: A Bear Turns Bullish.

March 28, 2023 / seekingalpha.com

I previously ignored the Apple stock due to the low growth rates, but I was missing the bigger picture. Click here to see our take on AAPL stock.Read full newsRead More

RT @MichaelMOTTCM: Stock Market Volatility May Rise Sharply

March 28, 2023 / seekingalpha.com

The VIX index has dropped sharply in recent days. The drop in the VIX seems to be too much given high yield credit spreads.Read full newsRead More

RT @MikeZaccardi: April often a good month for copper stocks $COPX

March 28, 2023 / seekingalpha.com

Global X Copper Miners ETF is a targeted play on copper mining. While it's down more than 10% as recession jitters percolate, see why I'm bullish on COPX ETF.Read full newsRead More

$XFLT $XFLT.PA - XFLT: Coverage Jumps, Fully Covered 13.99% Distribution Yield.

March 28, 2023 / seekingalpha.com

The XAI Octagon Floating Rate & Alternative Income Trust continues to benefit from rising interest rates. Click here to read why we rate XFLT CEF a Buy.Read full newsRead More

$LMND - Lemonade: The Bull Thesis Is Starting To Play Out.

March 28, 2023 / seekingalpha.com

Lemonade has a number of rate increase proposals filed with regulators that will improve loss ratios further once approved. Read why LMND stock is a Buy.Read full newsRead More

$MAN - ManpowerGroup: Expect Margins To Continue Improving.

March 28, 2023 / seekingalpha.com

ManpowerGroup's growth prospects are dependent on the state of the global economy, which is uncertain at present. See why I still rate MAN stock a Buy.Read full newsRead More

$HT - Hersha Hospitality: Big Selloff Creates Opportunity.

March 28, 2023 / seekingalpha.com

Since the beginning of the month, Hersha has sold off from $8.60/share to $6.15/share, despite hotel booking trends improving. See why HT stock is a Buy.Read full newsRead More

$MEDS - TRxADE HEALTH, Inc. (MEDS) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

TRxADE HEALTH, Inc. (NASDAQ:NASDAQ:MEDS) Q4 2022 Earnings Conference Call March 27, 2023 5:30 PM ETCompany ParticipantsPrashant Patel - CFOSurendra Ajjarapu - Founder, Chairman and...Read full newsRead More

$INLX - Intellinetics, Inc. (INLX) Q4 2022 Earnings Call Transcript.

March 28, 2023 / seekingalpha.com

Intellinetics, Inc. (NYSE:NYSE:INLX) Q4 2022 Earnings Conference Call March 27, 2023 4:30 PM ETCompany ParticipantsTom Baumann - IRJoe Spain - Chief Financial OfficerJim DeSocio - President...Read full newsRead More

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