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

$RBLX - Roblox: Attractive Model, But Valuation Looks Sky-High.

March 22, 2023 / seekingalpha.com

Roblox Corporation has an attractive flywheel business model. Click here to read why we think RBLX stock is currently trading at a very elevated valuation.Read full newsRead More

$AZYO - Aziyo Biologics, Inc. (AZYO) Q4 2022 Earnings Call Transcript.

March 22, 2023 / seekingalpha.com

Aziyo Biologics, Inc. (NASDAQ:NASDAQ:AZYO) Q4 2022 Earnings Conference Call March 22, 2023 4:30 PM ETCompany ParticipantsMatt Steinberg - Investor Relations, FINN PartnersRandy Mills -...Read full newsRead More

Reverse Polarity.

March 22, 2023 / seekingalpha.com

Introduction. Banking woes ? la Savings & Loan crisis in the US.Read full newsRead More

$CVNA - Carvana: Bankruptcy Is Still A Very Real Possibility.

March 22, 2023 / seekingalpha.com

Carvana will still burn a lot of cash given its high interest expense, even at EBITDA breakeven. Find out why I'm bearish on CVNA stock.Read full newsRead More

$MIDD - The Middleby Corporation: Visible Headwinds Ahead.

March 22, 2023 / seekingalpha.com

MIDD 4Q22 results showed strong performance in the CF and FP divisions. See why I recommend a hold rating due to visible headwinds ahead in the near-term.Read full newsRead More

Q2 2023 Global Market Outlook: Long And Variable Lags.

March 22, 2023 / seekingalpha.com

The economic data renaissance combined with the threat of financial sector instability leaves central banks with difficult choices.Read full newsRead More

$AAWH - Ascend's Attractive Assets.

March 22, 2023 / seekingalpha.com

Ascend Wellness is an MSO that analysts have recently been discussing on Seeking Alpha and championing on this podcast. CFO, interim co-CEO Dan Neville on Q4 earnings, cash and debt.Read full newsRead More

$ALTR - Continuing To Avoid Altair Engineering.

March 22, 2023 / seekingalpha.com

Altair Engineering provides software and cloud solutions in the United States and internationally. Click here to read my analysis of ALTR stock.Read full newsRead More

$APAM - Artisan Partners Asset Management: Resilient Company In Uncertain Environment.

March 22, 2023 / seekingalpha.com

A decline in revenues YoY shows Artisan Partners is not immune to downturns. Is APAM stock a buy? Click here for our take.Read full newsRead More

$NUGT - NUGT: Fortune Favors The Brave (Technical Analysis).

March 22, 2023 / seekingalpha.com

Goal of Direxion Daily Gold Miners Index Bull 2X Shares is to deliver 2 times the daily performance of NYSE Arca Gold Miners Index. Read my analysis of NUGT ETF.Read full newsRead More

$SWBI - California Law Change Could Boost Smith & Wesson.

March 22, 2023 / seekingalpha.com

If/when it appears the California handgun roster is over, Smith & Wesson becomes a very attractive investment. Click here to see our take on SWBI stock.Read full newsRead More

$ESC:CA $PCYG - Park City Group Has Quality Characteristics And Can Benefit From FSMA 204.

March 22, 2023 / seekingalpha.com

Besides its current market, Park City is focusing on food traceability solutions in preparation for industry's adaptation to FDA's implementation of FSMA 204. Read more about PCYG here.Read full newsRead More

$OLLI - Ollie's Bargain Outlet Holdings, Inc. (OLLI) Q4 2022 Earnings Call Transcript.

March 22, 2023 / seekingalpha.com

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:NASDAQ:OLLI) Q4 2022 Earnings Conference Call March 22, 2023 8:30 AM ETCompany ParticipantsLyn Walther - ICRJohn Swygert - President and Chief...Read full newsRead More

$KBA - KBA: China Reopening Momentum Remains Intact Post-NPC.

March 22, 2023 / seekingalpha.com

KBA is worth a look for investors looking to ride the China reopening theme via A-shares. Read more about KraneShares China ETF here.Read full newsRead More

$XOM - Exxon Mobil: A Million Reasons To Buy.

March 22, 2023 / seekingalpha.com

Exxon Mobil Corporation is transitioning from a strictly cyclical stock with decent income to a growth and income model. Read my analysis of XOM stock.Read full newsRead More

$UBER - Uber: Robotaxis Could Help Avoid Future Labor Issues.

March 22, 2023 / seekingalpha.com

Robotaxi service not only saves costs for both the company and the user but Uber also avoids potential labor issues. Click here to see our take on UBER stock.Read full newsRead More

$HRZN - Horizon Technology: Don't Miss This 12.3% BDC Yield On The Drop.

March 22, 2023 / seekingalpha.com

Horizon Technology and other VC-focused BDCs have suffered valuation pressure after Silicon Valley Bank's failure more than a week ago. Read more about HRZN here.Read full newsRead More

$QYLD - QYLD: Avoid This Risky 13.6% Yielding ETF.

March 22, 2023 / seekingalpha.com

QYLD ETF's long-term performance record and declining net asset value should be of concern to investors. Learn why passive income investors should avoid QYLD.Read full newsRead More

$IBHD - IBHD: 8% Yielding ETF With Lowest Duration Risk.

March 22, 2023 / seekingalpha.com

iShares iBonds 2024 Term High Yield and Income ETF is an exchange traded fund launched by BlackRock, Inc. Click here to read my analysis of IBHD ETF.Read full newsRead More

$ALVOF $ALV:CA - Alvopetro Energy Ltd. (ALVOF) Q4 2022 Earnings Call Transcript.

March 22, 2023 / seekingalpha.com

Alvopetro Energy Ltd. (OTCQX:ALVOF) Q4 2022 Earnings Conference Call March 22, 2023 11:00 AM ETCompany ParticipantsCorey Ruttan - CEO and PresidentAlison Howard - CFOAdrian Audet - SVP,...Read full newsRead More

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