News and Reports

Year Ahead 2025

January 06, 2025

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

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

$JCDXF $JCDXY - JCDecaux SE (JCDXF) Q4 2022 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

JCDecaux SE (OTCPK:JCDXF) Q4 2022 Earnings Conference Call March 9, 2023 7:30 AM ETCompany ParticipantsJean-Charles Decaux - Co-CEO & ChairmanDavid Bourg - Chief Financial,...Read full newsRead More

$NOW - ServiceNow: Undervalued With Explosive Growth Potential.

March 09, 2023 / seekingalpha.com

The company's revenues have more than doubled in the last 4 years and are expected to double again in the next 48 months with gross profit dancing around 80%.Read full newsRead More

$AWRE - Aware, Inc. (AWRE) Q4 2022 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

Aware, Inc. (NASDAQ:NASDAQ:AWRE) Q4 2022 Earnings Conference Call March 9, 2023 5:00 PM ETCompany ParticipantsMatt Glover - Gateway, Investor RelationsRobert Eckel - Chief Executive Officer...Read full newsRead More

$HRL - Near 52-Week Lows And Still Overvalued: Skip Hormel.

March 09, 2023 / seekingalpha.com

Hormel, a long-time darling of dividend investing enthusiasts, had a bad quarterly report and the stock is down 13%. Find out why I'm bearish on HRL stock.Read full newsRead More

$JAKK - JAKKS Pacific, Inc. 2022 Q4 - Results - Earnings Call Presentation.

March 09, 2023 / seekingalpha.com

The following slide deck was published by JAKKS Pacific, Inc.Read full newsRead More

$TOI $TOIIW - The Oncology Institute, Inc. (TOI) Q4 2022 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

The Oncology Institute, Inc. (NASDAQ:NASDAQ:TOI) Q4 2022 Earnings Conference Call March 9, 2023 5:00 PM ETCompany ParticipantsMark Hueppelsheuser - General Counsel Brad Hively - Chief...Read full newsRead More

Bank Of Canada Bets On Disinflationary Path.

March 09, 2023 / seekingalpha.com

The Bank of Canada kept rates unchanged at 4.5% today.Read full newsRead More

Stagnating Eurozone GDP Is Worse Than It Seems.

March 09, 2023 / seekingalpha.com

Sentiment about the eurozone economy has been more upbeat of late as many bad economic scenarios have been avoided. GDP growth in the eurozone was revised down from 0.1% to 0% in Q4.Read full newsRead More

$LGGNY $LGGNF - Legal & General Group Plc (LGGNY) Q4 2022 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

Legal & General Group Plc (OTCPK:LGGNY) Q4 2022 Earnings Conference Call March 8, 2023 5:30 AM ETCompany ParticipantsNigel Wilson - Group Chief ExecutiveJeff Davies - Chief Financial...Read full newsRead More

$MDB - MongoDB, Inc. (MDB) Q4 2023 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

MongoDB, Inc. (NASDAQ:NASDAQ:MDB) Q4 2023 Earnings Conference Call March 8, 2023 5:00 PM ETCompany ParticipantsBrian Denyeau - Investor Relations, ICRDev Ittycheria - President & Chief...Read full newsRead More

Wise Words In Warren Buffett's Recent Letter.

March 09, 2023 / seekingalpha.com

Warren has been investing through Berkshire Hathaway for 58 years, but he ascribes most of his success to remarkably few decisions.Read full newsRead More

$VIST - Vista Energy: A Rare Find In The Crowded Oil Space.

March 09, 2023 / seekingalpha.com

Vista Energy's results are amazing, and they continue to perform well. Read why we suggest to buy on dips to accumulate a position in VIST stock.Read full newsRead More

$RDVT - Red Violet, Inc. (RDVT) Q4 2022 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

Red Violet, Inc. (NASDAQ:NASDAQ:RDVT) Q4 2022 Earnings Conference Call March 8, 2023 4:30 PM ETCompany ParticipantsCamilo Ramirez - Vice President, Finance and IRDerek Dubner - Chairman and...Read full newsRead More

$OPCH - Option Care Health: A Good Bet.

March 09, 2023 / seekingalpha.com

Option Care Health has continued seeing increased top and bottom-line growth, creating a good bull case for investors. Read more to see my thoughts on OPCH stock.Read full newsRead More

$HEES - H&E Equipment Services: Shares Aren't Done Rising Just Yet.

March 09, 2023 / seekingalpha.com

H&E Equipment Services has done incredibly well at growing both its top and bottom lines in recent quarters. See why I'm maintaining my Buy rating for HEES stock.Read full newsRead More

$SYIEF $SYIEY - Symrise AG 2022 Q4 - Results - Earnings Call Presentation.

March 09, 2023 / seekingalpha.com

The following slide deck was published by Symrise AG in conjunction with their 2022 Q4 earnings call.Read full newsRead More

$BIDU - Baidu: Earnings Beat With A Chinese ChatGPT Catalyst.

March 09, 2023 / seekingalpha.com

Baidu reported solid financials for Q4 '22 as it beat both revenue and earnings growth estimates. Click here to read why I rate BIDU stock a Buy.Read full newsRead More

$SYIEF $SYIEY - Symrise AG (SYIEF) Q4 2022 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

Symrise AG (OTCPK:SYIEF) Q4 2022 Earnings Conference Call March 8, 2023 7:00 AM ETCompany ParticipantsTobias Erfurth - Head, IRHeinz-Jurgen Bertram - CEOStephanie Cossmann - Human Resources...Read full newsRead More

$NDLS - Noodles & Company (NDLS) Q4 2022 Earnings Call Transcript.

March 09, 2023 / seekingalpha.com

Noodles & Company (NASDAQ:NASDAQ:NDLS) Q4 2022 Results Conference Call March 8, 2023 4:30 PM ETCompany ParticipantsCarl Lukach - Chief Financial OfficerDave Boennighausen - Chief...Read full newsRead More

$ASRT - Assertio Holdings, Inc. 2022 Q4 - Results - Earnings Call Presentation.

March 09, 2023 / seekingalpha.com

The following slide deck was published by Assertio Holdings, Inc.Read full newsRead More

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