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
Paychex delivered another solid quarter of growth in both earnings and revenue. Read why PAYX stock could climb higher.Read full newsRead More
I've been reviewing and investing in Siemens AG for years. My current position is minor because SIEGY is currently at a full valuation. Click for more on SMAWF.Read full newsRead More
Vanguard Large Cap ETF invests in large-cap U.S. stocks and tracks the CRSP US Large Cap Index. Click here to read our most recent analysis of VV ETF.Read full newsRead More
ESGU follows a sector-neutral strategy designed to mimic the risk and return profile of the broader market. Read more about ESGU ETF here.Read full newsRead More
Alibaba thrilled the global stock markets by announcing plans to split into six different companies. Read what this means for ETFs that carry the Chinese company.Read full newsRead More
Tyson Foods has a fairly solid business that does not really stand out amongst its peers. Click here to read my analysis of TSN stock.Read full newsRead More
FibroGen is focused on developing pamrevlumab, an innovative drug with potential for IPF treatment, which could capture a share of the multi-billion dollar IPF drug market. Read more here.Read full newsRead More
Bengal Capital's Jerry Derevyanny moved away from top multi-state operators (MSOs) to find the most value. Why EBITDA falls short as a useful metric to measure cannabis stocks.Read full newsRead More
Sunoco LP, together with its subsidiaries, distributes and retails motor fuels in the US. Read why I believe maintaining my buy rating on SUN is appropriate.Read full newsRead More
Liontown Resources rejected a new cash big offer from Albemarle. The offer price was $1.66, below the 52-week high. Read more about LINRF here.Read full newsRead More
Jason Burack of Wall St for Main St interviewed returning guest, former Sprott Inc VP and long time credit analyst and mine financier, Rick Rule https://www....Read full newsRead More
Jason Burack of Wall St for Main St interviewed returning guest, former Sprott Inc VP and long time credit analyst and mine financier, Rick Rule https://www....Read full newsRead More
(TheNewswire) CMX Gold & Silver Corp. ( CSE:CXC ) ( OTC:CXXMF ) (Read full newsRead More
Danimer Scientific, Inc. (NYSE:NYSE:DNMR) Q4 2022 Earnings Conference Call March 28, 2023 5:00 PM ETCompany ParticipantsJames Palczynski - Investor RelationsSteve Croskrey - Chairman and...Read full newsRead More
The following slide deck was published by Danimer Scientific, Inc.Read full newsRead More
The global economy is in a moderate slowdown, with financial markets being whipsawed by tensions in the banking sectors of the US and Europe in the final weeks of the quarter.Read full newsRead More
Taysha Gene Therapies, Inc. (NASDAQ:NASDAQ:TSHA) Q4 2022 Earnings Conference Call March 28, 2023 4:30 PM ETCompany ParticipantsHayleigh Collins - Director and Head of Corporate...Read full newsRead More
If the recent crisis of confidence was created by bigger concerns about inflation and sharp moves in rates, the focus now is more on Alpha, the issuers in credit markets.Read full newsRead More
With a 10% U.S. restaurant penetration, Toast has a huge opportunity in front of it. Read more to see why TOST is one of the best growth stocks out there.Read full newsRead More
Transocean secures eagerly-awaited follow-on work with Equinor for two of its so-called Category D rigs at respectable terms. Read why RIG stock is a Buy.Read full newsRead More