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

Fighting high inflation is tough enough, but Fed has been trying to tame pricing pressure when the economy is showing signs of weakening, at least in some corners.Read full newsRead More

Montauk Renewables reported its Q4 2022 financial results on March 16, missing revenue and EPS consensus estimates. Learn why I'm on Hold for MNTK in the near term.Read full newsRead More

Masimo Corporation shares fell off a cliff early in 2022 amidst the pullback in momentum names and a poorly received deal for Sound. Click here for more on MASI.Read full newsRead More

YouTube TV monthly price is being increased. This will not impact GOOGL in any profound way. Click here to read my most recent analysis of Google stock.Read full newsRead More

Avista Corporation is a regulated utility providing natural gas/electric service in the Pacific Northwest and Alaska. Click here for our take on AVA stock.Read full newsRead More

Investors should consider buying Studio City International Holdings Limited shares as this stock has positive catalysts. Click here to read my analysis why.Read full newsRead More

As pegozafermin has a differentiated mode of action from Madrigal's resmetirom, 89bio, Inc. offers an intriguing solution for NASH. Click for our take on ETNB.Read full newsRead More

Geron announced its Q422 earnings and updated investors on its progress with its only drug Imetelstat. Read why Geron may be a buyout candidate.Read full newsRead More

African Rainbow Minerals' near-30% YTD drawdown has presented a value gap. Click here for our review of AFBOF stock prospects.Read full newsRead More

After a strong start to the year, February pulled us back down to reality. Asset prices have again dropped. Click here to see our list of top dividend growth stocks.Read full newsRead More

Hallador Energy Company (NASDAQ:NASDAQ:HNRG) Q4 2022 Results Conference Call March 17, 2023 2:00 PM ETCompany ParticipantsBecky Palumbo - Investor RelationsBrent Bilsland - President and...Read full newsRead More

Xylem has a strong competitive moat in the water industry due to a differentiated, innovative, end-to-end portfolio of products. Click here for more on XYL.Read full newsRead More

BRCC recently reported weak Q4 FY22 results with declining gross and net profit margins. Click here to read my most recent earnings analysis of BRCC.Read full newsRead More

Hesai Group (NASDAQ:NASDAQ:HSAI) Q4 2022 Earnings Conference Call March 15, 2023 9:00 PM ETCompany ParticipantsRachel Yang - Vice President of OperationsDavid Li - CEOLouis Hsieh - Global...Read full newsRead More

PayPal Holdings operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. Read why we remain bullish on PYPL.Read full newsRead More

The Children's Place, Inc. (NASDAQ:NASDAQ:PLCE) Q4 2022 Earnings Conference Call March 16, 2023 8:00 AM ETCompany ParticipantsJane Elfers - President and Chief Executive OfficerSheamus Toal...Read full newsRead More

While the most prudent course of action may be to pause and digest the fallout from regional banking woes, Fed is focused on inflation and will look to hike 25bp if conditions allow.Read full newsRead More

Gibraltar Industries is expected to benefit from strong demand in the Renewable, Agtech, and Infrastructure segment. Read my analysis of ROCK stock.Read full newsRead More

Impac Mortgage Holdings, Inc. (NYSE:NYSE:IMH) Q4 2022 Results Conference Call March 16, 2023 5:00 PM ETCompany ParticipantsJoe Joffrion - General CounselGeorge Mangiaracina - Chairman and...Read full newsRead More

ATI Physical Therapy, Inc. (NYSE:NYSE:ATIP) Q4 2022 Results Conference Call March 16, 2023 5:00 PM ETCompany ParticipantsSharon Vitti - CEOJoseph Jordan - CFOChris Cox - COOJoanne Fong -...Read full newsRead More