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
Fresh Del Monte's current dividend yield of 2.0% and limited growth opportunity make the stock unattractive. Click here to read my most recent analysis of FDP.Read full newsRead More
With a tepid forecast, I don't see a major organic catalyst to the Pegasystems stock in the near term. Read more to know why I rate PEGA stock as a hold.Read full newsRead More
The following slide deck was published by Brilliant Earth Group, Inc.Read full newsRead More
Ontrak, Inc. (NASDAQ:NASDAQ:OTRK) Q4 2022 Earnings Conference Call March 15, 2023 4:30 PM ETCompany ParticipantsRyan Halsted - Investor RelationsBrandon LaVerne - Chief Executive Officer...Read full newsRead More
KLX Energy Services Holdings reported strong Q4 2022 results and fundamentals remain strong. Click here for more on KLXE stock.Read full newsRead More
DexCom has built itself an impressive market position against large competitors in the diabetes space. Click here to read my most recent analysis of DXCM stock.Read full newsRead More
Capricor Therapeutics, Inc. (NASDAQ:NASDAQ:CAPR) Q4 2022 Earnings Conference Call March 15, 2023 4:30 PM ETCompany ParticipantsAJ Bergmann - CFOLinda Marban - CEOConference Call...Read full newsRead More
After being up over 3x since May 2022, it could be difficult for Mammoth to maintain momentum over the next year or two. Click here to read my analysis of TUSK.Read full newsRead More
Vanguard Consumer Discretionary ETF fast facts: an alternative to XLY. Click for my analysis of VCR and its top holdings.Read full newsRead More
The latest CPI release contains conflicting data, which can be used to support a belief in either high inflation or low inflation. Click here to read my analysis.Read full newsRead More
Greenbrier reported financial results since I bought back last January. The results were not great in my view. Check out my activity for GBX stock now.Read full newsRead More
Intel announced a reduction of its quarterly dividend, from $0.365 dividend per share to $0.125 - a cut of 66% and a saving of $4 billion a year.Read full newsRead More
The Beachbody Company, Inc. (NYSE:NYSE:BODY) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsBruce Williams - Managing Director, ICR Investor RelationsCarl...Read full newsRead More
Grove Collaborative Holdings, Inc. (NYSE:NYSE:GROV) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsAlexis Tessier - Director-Investor RelationsStuart...Read full newsRead More
Porch Group, Inc. (NASDAQ:NASDAQ:PRCH) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsLois Perkins - Head-Investor RelationsMatt Ehrlichman - Chief Executive...Read full newsRead More
Liquidmetal Technologies, Inc. (OTCQB:LQMT) Q4 2022 Earnings Conference Call March 14, 2023 4:30 PM ETCompany ParticipantsTony Chung - Chief Executive OfficerOperatorGood afternoon.Read full newsRead More
SentinelOne, Inc. (NYSE:NYSE:S) Q4 2023 Earnings Conference Call March 14, 2023 5:00 PM ETCompany ParticipantsDoug Clark - Vice President, Investor RelationsTomer Weingarten - Chief...Read full newsRead More
INNOVATE Corp. (NYSE:NYSE:VATE) Q4 2022 Earnings Conference Call March 14, 2023 4:30 PM ETCompany ParticipantsAnthony Rozmus - Investor RelationsAvi Glazer - ChairmanWayne Barr - Chief...Read full newsRead More
Financial markets are laser-focused on the fast-moving developments surrounding Silicon Valley Bank. Learn more about what drove SIVB failure and its implications.Read full newsRead More
PFSweb, Inc. (PFSW) Q4 2022 Earnings Conference Call March 14, 2023 5:00 PM ETCorporate ParticipantsJackie Keshner - Gateway GroupMike Willoughby - Chief Executive OfficerTom Madden - Chief...Read full newsRead More