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
Kingsway Financial Services Inc. (NYSE:NYSE:KFS) Q4 2022 Results Conference Call March 8, 2023 5:00 PM ETCompany ParticipantsJ.T.Read full newsRead More
Cango Inc. (NYSE:NYSE:CANG) Q4 2022 Results Conference Call March 9, 2023 8:00 PM ETCompany ParticipantsJiayuan Lin - CEOMichael Zhang - CFOConference Call ParticipantsShelley Wang - Morgan...Read full newsRead More
Allegro MicroSystems, Inc.'s cyclical nature mirrors the semiconductor industry's cyclical trends. Click to see our strategy to use the ALGM patterns to profit.Read full newsRead More
Entravision Communications Corporation (NYSE:NYSE:EVC) Q4 2022 Results Conference Call March 9, 2023 5:00 PM ETCompany ParticipantsKimberly Esterkin - IRChris Young - Interim CEO and...Read full newsRead More
Safeguard Scientifics, Inc. (NASDAQ:NASDAQ:SFE) Q4 2022 Results Conference Call March 9, 2023 5:00 PM ETCompany ParticipantsMatt Barnard - General CounselEric Salzman - CEOMark Herndon -...Read full newsRead More
Helius Medical Technologies, Inc. (NASDAQ:NASDAQ:HSDT) Q4 2022 Earnings Conference Call March 9, 2023 4:30 PM ETCompany ParticipantsMichelle Bilski - In-Site CommunicationsDane Andreeff -...Read full newsRead More
Fed rate hikes have created hundreds of billions in unrealized losses on investment securities for FDIC-regulated banks. Click here to read more about KBE.Read full newsRead More
Frequency Electronics, Inc. (NASDAQ:NASDAQ:FEIM) Q3 2023 Earnings Conference Call March 9, 2023 4:30 PM ETCompany ParticipantsThomas McClelland - President and Chief Executive OfficerSteven...Read full newsRead More
Aemetis, Inc. (NASDAQ:NASDAQ:AMTX) Q4 2022 Earnings Conference Call March 9, 2023 2:00 PM ETCompany ParticipantsTodd Waltz - Executive Vice President and Chief Financial OfficerEric McAfee...Read full newsRead More
Navios Maritime Holdings Inc. (NYSE:NYSE:NM) Q4 2022 Earnings Conference Call March 9, 2023 8:30 AM ETCompany ParticipantsMichael Pearson - DirectorDaniela Guerrero - VP, Investor...Read full newsRead More
Acorda Therapeutics, Inc. (NASDAQ:NASDAQ:ACOR) Q4 2022 Earnings Conference Call March 9, 2023 8:30 AM ETCompany ParticipantsTierney Saccavino - Investor RelationsRon Cohen - President and...Read full newsRead More
Gogoro Inc.'s Q4 2022 revenues declined by 20.8% year on year to $95.5 million while the gross margin shrank to 15%. Click for my review of GGR stock prospects.Read full newsRead More
Fulcrum Therapeutics, Inc. (NASDAQ:NASDAQ:FULC) Q4 2022 Earnings Conference Call March 9, 2023 8:00 AM ETCompany ParticipantsChris Calabrese - LifeSci Advisors, LLCRobert Gould - Interim...Read full newsRead More
Shoprite Holdings Limited (OTCPK:SRHGF) Interim 2023 Earnings Conference Call March 7, 2023 2:30 AM ETCompany ParticipantsPieter Engelbrecht - Chief Executive OfficerAnton de Bruyn - Chief...Read full newsRead More
Since my last article on the Vanguard S&P 500 ETF in July 2021, VOO has lost 9% of its value even after dividend income. Click here to read my analysis.Read full newsRead More
Silicon Valley Bank, the California bank subsidiary of SVB Financial Group (SIVB), was closed on Friday by the Federal Deposit Insurance Corp., the regulator said.Read full newsRead More
Clearway energy has a growing portfolio of energy-generating assets with a heavy focus on renewable energy. Click here to read my most recent analysis of CWEN.Read full newsRead More
Renesas exceeded sell-side expectations for Q4'22 earnings and Q1'23 guidance, sparking a major run in the share price. Read more here.Read full newsRead More
The major gold miners just reported mixed quarterly results. Uncharacteristically they enjoyed strong production growth, which was impressive.Read full newsRead More
aTyr Pharma, Inc. (NASDAQ:NASDAQ:LIFE) Q4 2022 Earnings Conference Call March 9, 2023 5:00 PM ETCompany ParticipantsAshlee Dunston - Director, Investor Relations & Corporate...Read full newsRead More