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
Gemfields reported revenues of US$341 million in 2022, up by 32% year-on-year. Earnings before interest, tax, depreciation and amortisation (EBITDA) rose by 25% to $166 million in 2022.Read More
Mitsubishi agreed to acquire a 5% stake in the junior at C$2.63 per share. The exact number of shares will be determined by whether Rio Tinto elects to exercise its right to maintain its 7.Read More
DUST provides -2x exposure to the NYSE Arca Gold Miners Index, but levered ETFs suffer from volatility decay. Find out why I'm bearish on the DUST ETF.Read full newsRead More
Alpine Immune Sciences, Inc. (NASDAQ:NASDAQ:ALPN) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsTemre Johnson - SD, IRMitchell Gold - Executive Chairman,...Read full newsRead More
Eargo, Inc. (NASDAQ:NASDAQ:EAR) Q4 2022 Earnings Call Transcript March 23, 2023 4:30 PM ETCompany ParticipantsNick Laudico - Chief Retail OfficerChristian Gormsen - President and Chief...Read full newsRead More
Torrid Holdings Inc. (NYSE:NYSE:CURV) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsPaula Dempsey - SVP of Finance and IRVince Adams - SVP, FinanceLisa...Read full newsRead More
Scholastic Corporation (NASDAQ:NASDAQ:SCHL) Q3 2023 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsJeffrey Mathews - Executive Vice President, Corporate Development...Read full newsRead More
Emerging markets are likely to outperform the benchmarks in the long term; however, not all emerging markets are equal. Click to read why I like the FRDM fund.Read full newsRead More
Global oil inventories are finally starting to turn the corner as we approach Q2. US oil demand is better than meets the eye due to the low heating demand component.Read full newsRead More
Endeavour Silver had a solid year in FY22, and it was one of the few producers to beat its upward revised output guidance. Click here to see our take on EXK.Read full newsRead More
Lack of listing of the LATAM ADR keeps the stock price a step away from collapsing and reflects the true value. Read more about LTMAY here.Read full newsRead More
Workhorse was a short recommendation that fell on average 85%. Find out why I am changing my rating on WKHS stock from Strong Sell to Sell.Read full newsRead More
Paltalk, Inc. (NASDAQ:PALT) Q4 2022 Earnings Conference Call March 23, 2023, 04:30 PM ETRead full newsRead More
Energy Transfer recently saw their unit price come under pressure as investors fret about banks collapsing. Click here to read my recent analysis of ET stock.Read full newsRead More
VanEck Vectors Video Gaming and eSports ETF fund is launched and managed by Van Eck Associates Corporation. Click here to read my analysis of ESPO ETF.Read full newsRead More
Mogo Inc. (NASDAQ:NASDAQ:MOGO) Q4 2022 Results Conference Call March 23, 2023 3:00 PM ETCompany ParticipantsCraig Armitage - Investor RelationsDave Feller - Chief Executive OfficerGreg...Read full newsRead More
Start Time: 11:00 January 1, 0000 12:04 PM ETMountain Province Diamonds Inc.Read full newsRead More
Brown-Forman is a high-quality spirits business targeting mid-single-digits sales growth and high-single-digit EBIT growth. Read more about BF.A stock here.Read full newsRead More
Getty does not seem to be heading in a positive direction; even with adjusted figures, the numbers are worse than in 2021. Learn why I rate GETY stock a sell.Read full newsRead More
The following slide deck was published by Scholastic Corporation in conjunction with their 2023 Q3 earnings call.Read full newsRead More