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
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Read more to see the companies with upcoming ex-dividend dates.Read full newsRead More
Delta Air Lines and the airline industry are collectively forecasting a strong travel demand for 2023. Read why I strongly believe DAL stock is a buy.Read full newsRead More
Mawson Infrastructure Group, Inc. (NASDAQ:NASDAQ:MIGI) Q4 2022 Earnings Conference Call March 23, 2023 5:00 PM ETCompany ParticipantsTim Broadfoot - Chief Corporate OfficerJames Manning -...Read full newsRead More
Ligand Pharmaceuticals built an impressive portfolio of drugs and technologies for the treatment of a range of medical conditions. See why LGND stock is a Buy.Read full newsRead More
Telesis Bio, Inc. (NASDAQ:NASDAQ:TBIO) Q4 2022 Earnings Conference Call March 21, 2023 4:30 PM ETCompany ParticipantsJen Carroll - VP, IRTodd Nelson - President, CEO & DirectorEric...Read full newsRead More
Teleperformance should be able to benefit from fixed-cost leverage and overall cost structure to grow margins. Read why TLPFF stock is a Buy.Read full newsRead More
Kimberly-Clark is a dividend payer that's increased its dividend for 50 straight years. Read why I would rate KMB stock as a hold at present.Read full newsRead More
Edible Garden AG, Inc. (NASDAQ:NASDAQ:EDBL) Q4 2022 Earnings Conference Call March 22, 2023 11:00 AM ETCompany ParticipantsTheodore Ayvas - IRJames Kras - CEO, President & ChairMichael...Read full newsRead More
CNFinance Holdings Ltd (NYSE:NYSE:CNF) Q4 2022 Earnings Conference Call March 22, 2023 8:00 AM ETCompany ParticipantsQian Jun - VP & DirectorJing Li - Acting CFO, Assistant President...Read full newsRead More
Bridger Aerospace Group Holdings, Inc. (NASDAQ:NASDAQ:BAER) Q4 2022 Earnings Conference Call March 20, 2023 5:00 PM ETCompany ParticipantsEric Gerratt - CFOTimothy Sheehy - Founder, CEO...Read full newsRead More
ProFrac Holding Corp (NASDAQ:NASDAQ:ACDC) Q4 2022 Earnings Conference Call March 21, 2023 11:30 AM ETCompany ParticipantsBrian Wheatley - IRMatthew Wilks - Executive Chairman &...Read full newsRead More
Travelzoo (NASDAQ:NASDAQ:TZOO) Q4 2022 Earnings Conference Call March 22, 2023 11:30 AM ETCompany ParticipantsWayne Lee - CFOHolger Bartel - Global CEOArveena Ahluwalia - Global Director,...Read full newsRead More
Muscle Maker, Inc. (NASDAQ:NASDAQ:GRIL) Q4 2022 Earnings Conference Call March 22, 2023 10:00 AM ETCompany ParticipantsMichael Roper - CEO & SecretaryJennifer Black - CFOConference Call...Read full newsRead More
Surrozen, Inc. (NASDAQ:NASDAQ:SRZN) Q4 2022 Earnings Conference Call March 22, 2023 4:30 PM ETCompany ParticipantsCraig Parker - CEO, President & DirectorCharles Williams -...Read full newsRead More
While ZIM Integrated may have rallied post-Q4 earnings, it may retest the $17s in the intermediate term, due to the normalized forward guidance. Read more about ZIM here.Read full newsRead More
Texas Instruments organic growth should accelerate due to increased capacity build-out. Read more to see my thoughts on TXN stock and why it is a Buy.Read full newsRead More
Medical Properties Trust offers a high-dividend yield, but it's not covered by its organic cash generation. Read what makes MPW stock a poor income investment.Read full newsRead More
Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming weekRead full newsRead More
In this series, we highlight 5 CEFs that have solid track records, pay high distributions, and are offering 'excess' discounts. Read this month's edition here.Read full newsRead More
Inflation has pinched consumers' wallets and it looks like PepsiCo's margins have begun to take a hit. Read why I rate PEP stock a Hold.Read full newsRead More