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

$SQ - The Hindenburg Block Short Report Examined In Detail.

March 24, 2023 / seekingalpha.com

Yesterday, Hindenburg issued a long short report on Block and the stock dropped 15%. See how this could impact SQ stock's prospects.Read full newsRead More

$OSCR - Oscar Health Promises Focus On Margin Improvement.

March 24, 2023 / seekingalpha.com

Oscar Health reported Q4 2022 financial results on February 9, 2023. The firm provides health insurance to U.S. consumers. Read why I'm on Hold for OSCR stock.Read full newsRead More

RT @rbradthomas: Nice job with this @SeekingAlpha article @2MCAC:

March 24, 2023 / seekingalpha.com

Substantial valuation spreads emerged between REITs and rest of the market. Read why I see significant outperformance ahead for REITs as multiples normalize.Read full newsRead More

RT @MichaelMOTTCM: The Next Chapter Of The Bear Market Has Arrived

March 24, 2023 / seekingalpha.com

Fed is focused on inflation, and keeping rates high. The market is looking for the Fed to cut rates, as the yield curve steepens. Read more on the economy here.Read full newsRead More

$ALLY - Ally Financial: An Auto Bank Run Is Unlikely - Speculative Buy Here.

March 24, 2023 / seekingalpha.com

The recent moderation in Ally Financial's stock prices was unwarranted, given that it specialized in automotive loans & insurance. Click here to read my most recent analysis.Read full newsRead More

$BEKE - KE Results Show Green Shoots Of Recovery After Real Estate Winter.

March 24, 2023 / seekingalpha.com

KE Holdings recorded a modest but unexpected rise in the gross transaction value of existing homes in the last quarter.Read full newsRead More

$KOF - Coca-Cola FEMSA: Wait For A Better Entry.

March 24, 2023 / seekingalpha.com

Coca-Cola FEMSA, S.A.B. de C.V.'s stock price is currently priced much higher than its peers. Click here to read why I rate KOF stock a hold.Read full newsRead More

$XIACF $XIACY - Xiaomi Corporation (XIACF) Q4 2022 Earnings Call Transcript.

March 24, 2023 / seekingalpha.com

Xiaomi Corporation (OTCPK:XIACF) Q4 2022 Earnings Conference Call March 24, 2023 8:30 AM ETCompany ParticipantsAnita Chan - Head of IR and Corporate FinanceLu Weibing - Partner and...Read full newsRead More

$CCTG - CCSC Technology International Readies U.S. IPO Effort.

March 24, 2023 / seekingalpha.com

CCSC Technology International has filed proposed terms for a $12.5 million U.S. IPO. Learn why I'm on Hold for CCTG IPO.Read full newsRead More

$JPIN - JPIN: A Decent International Equity Fund With A Less Than Adequate Return.

March 24, 2023 / seekingalpha.com

JPMorgan Diversified Return International Equity ETF offers quarterly payouts and generated a 5-year annual average yields of 3.53%. Find out our JPIN review.Read full newsRead More

$APLS - Apellis Pharmaceuticals Is Poised For Dominance In Geographic Atrophy Market.

March 24, 2023 / seekingalpha.com

Apellis Pharmaceuticals received FDA approval for Syfovre (pegcetacoplan injection) for geographic atrophy secondary to age-related macular degeneration. Read more here.Read full newsRead More

$NOVRF $NOVR:CA - Nova Royalty Corp (NOVRF) Q4 2022 Earnings Call Transcript.

March 24, 2023 / seekingalpha.com

Nova Royalty Corp (OTCQB:NOVRF) Q4 2022 Earnings Conference Call March 24, 2023 11:00 AM ETCompany ParticipantsAlex Tsukernik - President and Chief Executive OfficerHashim Ahmed - Chief...Read full newsRead More

$TCEHY - Tencent: On The Road To Recovery With An Advertising Rebound.

March 24, 2023 / seekingalpha.com

Tencent is a gaming and social media giant in China. Read how TCEHY continued to grow its WeChat users to over 1.3 billion and its fintech segment is poised to rebound.Read full newsRead More

$EFOI - Energy Focus, Inc. (EFOI) Q4 2022 Earnings Call Transcript.

March 24, 2023 / seekingalpha.com

Energy Focus, Inc. (NASDAQ:NASDAQ:EFOI) Q4 2022 Earnings Conference Call March 23, 2023 11:00 AM ETCompany ParticipantsJim Warren - Senior Vice President and General CounselLesley Matt -...Read full newsRead More

$IWV - IWV Is Still Expensive Despite The Decline Last Year.

March 24, 2023 / seekingalpha.com

iShares Russell 3000 ETF has about 3,000 of largest U.S. stocks. Read more here.Read full newsRead More

$EPSN - Epsilon Energy Ltd. (EPSN) Q4 2022 Earnings Call Transcript.

March 24, 2023 / seekingalpha.com

Epsilon Energy Ltd. (NASDAQ:NASDAQ:EPSN) Q4 2022 Earnings Conference Call March 24, 2023 11:00 AM ETCompany ParticipantsAndrew Williamson - Chief Financial OfficerJason Stabell - Chief...Read full newsRead More

$CTG - Computer Task Group Can't Seem To Compete With Lower-Cost Labor.

March 24, 2023 / seekingalpha.com

Computer Task Group provides IT consulting services. The industry is competitive, and labor represents highest cost center. Read my analysis of CTG stock here.Read full newsRead More

$STG - Sunlands Technology Group (STG) Q4 2022 Earnings Call Transcript.

March 24, 2023 / seekingalpha.com

Sunlands Technology Group (NYSE:NYSE:STG) Q4 2022 Earnings Conference Call March 24, 2023 7:30 AM ETCompany ParticipantsYuhua Ye - Investor RelationsTongbo Liu - Chief Executive...Read full newsRead More

$QTWO - Though Cheaper, Q2 Holdings Not Yet Cheap Enough.

March 24, 2023 / seekingalpha.com

Q2 Holdings has grown sales at a CAGR of about 25.8% over the past decade. Learn why I'm neutral on QTWO stock.Read full newsRead More

$OGN - Organon: A Bitter Pill.

March 24, 2023 / seekingalpha.com

Organon & Co. has seen mostly margin disappointments since the spinoff from Merck & Co., Inc. However, OGN valuations are non-demanding. Click for more.Read full newsRead More

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