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

$FINV - FinVolution: Chinese Fintech With Huge AI Tailwinds.

March 20, 2023 / seekingalpha.com

FinVolution is a thriving fintech company which is poised to benefit from the growth in China's middle class population and strong economy.Read full newsRead More

$DRKTY - Darktrace: Strong Growth And A Relatively Cheap Valuation.

March 20, 2023 / seekingalpha.com

Darktrace plc engages in the development and sale of cyber-threat defense technology solutions. Click here to read my analysis of DRKTF stock.Read full newsRead More

$NAD $PAI - NAD And PAI: Choosing Quality.

March 20, 2023 / seekingalpha.com

NAD is a leveraged municipal bond fund emphasizing higher credit quality. PAI is a non-leveraged fund focused on investment-grade corporate bonds.Read full newsRead More

$PCF - PCF: Good Strategy And Price, But A Few Concerns.

March 20, 2023 / seekingalpha.com

High Income Securities Fund invests in business development companies, fellow closed-end funds, and preferred stock. Click for our analysis of the PCF CEF.Read full newsRead More

$FIL.T

March 20, 2023 / www.bnnbloomberg.ca

Jamie Beck, president, CEO and director of Filo Mining, joins BNN Bloomberg to talk about copper, silver and gold exploration at the Filo Del Solo project. He says despite the complexity of the altitude and remoteness, it's an excellent place to put a big copper mining production.Read full newsRead More

$FIL.T

March 20, 2023 / www.bnnbloomberg.ca

Jamie Beck, president, CEO and director of Filo Mining, joins BNN Bloomberg to talk about copper, silver and gold exploration at the Filo Del Solo project. He says despite the complexity of the altitude and remoteness, it's an excellent place to put a big copper mining production.Read full newsRead More

$BLK - BlackRock: Opportunity Amid The Turbulence.

March 20, 2023 / seekingalpha.com

Given its strong balance sheet and financials, BlackRock could have opportunity with M&A in light of recent financial turbulence. Click for more on BLK stock.Read full newsRead More

$SWK - Is Stanley Black & Decker A Good Dividend Stock To Buy?.

March 20, 2023 / seekingalpha.com

Stanley Black & Decker is only 1 of 4 industrial stocks to grow its dividends for over 50 years. Click here to see our take on SWK stock.Read full newsRead More

$T $T.PA $T.PC - AT&T: Brace For Turbulence.

March 20, 2023 / seekingalpha.com

AT&T Inc. provides telecommunications and technology services worldwide. Click here to find out why we are shifting to a hold rating on T stock for now.Read full newsRead More

$KNOP - KNOT Offshore Partners: No Catalysts Ahead Of Major Debt Maturities - Avoid.

March 20, 2023 / seekingalpha.com

KNOT Offshore Partners LP common units have dropped to new all-time lows in recent sessions. Does this make KNOP stock a buy? Click for our analysis.Read full newsRead More

$ASYS - Amtech Systems Could Be Missing The Power Semi Wave.

March 20, 2023 / seekingalpha.com

Amtech Systems' industry is competitive and prone to low profitability. Click here to read my analysis of ASYS stock.Read full newsRead More

$CSCO - Cisco: It's The Opposite Of A Dot-Com Moment.

March 20, 2023 / seekingalpha.com

As a value stock, Cisco appears increasingly attractive as market liquidity conditions normalize. Click here to read why I would rate CSCO stock as a buy.Read full newsRead More

$GRX - GRX: High-Yielding CEF Available At Discount, Suits Income-Seeking Investors.

March 20, 2023 / seekingalpha.com

The Gabelli Healthcare & Wellness Rx Trust generates above-average yield and is available at a huge discount. Click for more on the GRX closed-end fund.Read full newsRead More

$FANG - Diamondback Energy: Tough Year Ahead.

March 20, 2023 / seekingalpha.com

Diamondback Energy is still solid with excellent growth prospects, but the economy is weakening. Click here to read my analysis of FANG stock.Read full newsRead More

$CVNA - Carvana: Drowning In Debt With Deteriorating Gross Margins.

March 20, 2023 / seekingalpha.com

Carvana has rallied tremendously in 2023 but is still well below the highs. Click here to read my analysis of CVNA stock.Read full newsRead More

The State Of REITs: March 2023 Edition.

March 20, 2023 / seekingalpha.com

The REIT sector gave up most of January's big gains in February with a -6.18% total return. Click here to read our most recent analysis and update.Read full newsRead More

Multilevel Marketing: 2018 And Beyond?.

March 20, 2023 / seekingalpha.com

This isn't your grandmother's environment for growing an MLM company. The trends are analyzed here.Read full newsRead More

$AR - Antero Resources: It's About A Bright Future, Silly.

March 20, 2023 / seekingalpha.com

Collapsing natural gas pricing will impair significantly the cash performance for Antero Resources. But is AR a buy at these prices? Click for more.Read full newsRead More

The Comex Is In Far Worse Shape Than SVB If The Run On Physical Accelerates.

March 20, 2023 / seekingalpha.com

Gold is now in its 11th straight month of net outflows, seeing 285k ounces leave the vault so far in March.Read full newsRead More

$SHLLF - Shelf Drilling, Ltd. (SHLLF) Q4 2022 Earnings Call Transcript.

March 20, 2023 / seekingalpha.com

Shelf Drilling, Ltd. (OTCPK:SHLLF) Q4 2022 Earnings Call March 20, 2023 10:00 AM ETCompany ParticipantsDavid Mullen - Chief Executive OfficerGreg O'Brien - Chief Financial OfficerConference...Read full newsRead More

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