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
Premium Brands has about $230M in unutilized capital and is exploring a lot of opportunities to expand. Click here to read my most recent analysis of PRBZF.Read full newsRead More
AbCellera is pledging to discover promising antibodies for its clients and bring them to the clinic faster than anybody else. Read more about ABCL and the challenges it faces.Read full newsRead More
TJX has bounced back strongly from the pandemic, which was an existential shock to a company with minimal e-commerce exposure. Click here to read my analysis.Read full newsRead More
The following slide deck was published by Douglas Dynamics, Inc.Read full newsRead More
Western Copper and Gold Corporation (Read full newsRead More
Quest Resource Holding Corp (NASDAQ:NASDAQ:QRHC) Q4 2022 Earnings Conference Call March 23, 2023 5:00 PM ETCompany ParticipantsDavid Mossberg - Three Part AdvisorsRay Hatch - President, CEO...Read full newsRead More
Spire Inc. has rewarded shareholders with consistent dividend increases, and I think this trend can continue. Click here to read why I'm buying SR stock.Read full newsRead More
ADMA Biologics, Inc. (NASDAQ:NASDAQ:ADMA) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsSkyler Bloom - Senior Director of Business Development &...Read full newsRead More
Aptose Biosciences Inc. (NASDAQ:NASDAQ:APTO) Q4 2022 Earnings Conference Call March 23, 2023 5:00 PM ETCompany ParticipantsSusan Pietropaolo - Managing DirectorWilliam Rice - Chairman,...Read full newsRead More
BlackRock Enhanced Global Dividend Trust shares some similarities with BDJ but has a sizeable portion of its portfolio outside the US. See why BOE CEF is a Buy.Read full newsRead More
Direct Digital Holdings, Inc. (NASDAQ:NASDAQ:DRCT) Q4 2022 Earnings Conference Call March 23, 2023 5:00 PM ETCompany ParticipantsBrett Milotte - Senior Vice President of Investor...Read full newsRead More
Nel ASA is still unprofitable with an unsuccessful track record. See why we rate NLLSF / NLLSY a Hold.Read full newsRead More
Winnebago has been negatively impacted by a great deal of pain in the industry in which it operates. See why I still think WGO stock is worth consideration.Read full newsRead More
Heron Therapeutics, Inc. (NASDAQ:NASDAQ:HRTX) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsDavid Szekeres - Executive Vice President, Chief Operating...Read full newsRead More
Harrow Health, Inc. (NASDAQ:NASDAQ:HROW) Q4 2022 Earnings Conference Call March 23, 2023 4:45 PM ETCompany ParticipantsJamie Webb - Director, Communications and IRMark Baum - Chief...Read full newsRead More
Tired of hearing 'rates up, REITs down?' Same here. Here's why I won't complain too much.Read full newsRead More
Spruce Power Holding Corporation (NYSE:NYSE:SPRU) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsBronson Fleig - Head-Investor RelationsChristian Fong - Chief...Read full newsRead More
Marqeta's biggest customer, Block, is on the receiving end of a Hindenburg short report. Click here to read my take on what this means for MQ stock.Read full newsRead More
Crocs, Inc. has undergone a remarkable transformation since 2014, from the leadership of CEO Andrew Rees. Click here to see why CROX stock is a Strong Buy.Read full newsRead More
One Stop Systems, Inc. (NASDAQ:NASDAQ:OSS) Q4 2022 Results Conference Call March 23, 2023 5:00 PM ETCompany ParticipantsDavid Raun - President and CEOJohn Morrison - CFOJim Ison - Chief...Read full newsRead More