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
Hiscox Ltd (OTC:HCXLF) Q4 2022 Earnings Conference Call March 8, 2023 5:00 AM ETCompany ParticipantsRobert Childs - Non Executive ChairmanPaul Cooper - Group Chief Financial OfficerJon Dye...Read full newsRead More
Amazon shares are currently undervalued with any further price decreases only increasing the margin of safety in my view. Find out if AMZN stock is a buy.Read full newsRead More
Profound Medical Corp. (NASDAQ:NASDAQ:PROF) Q4 2022 Earnings Conference Call March 7, 2023 4:30 PM ETCompany ParticipantsStephen Kilmer - Investor RelationsArun Menawat - Chief Executive...Read full newsRead More
SoundHound AI, Inc. (NASDAQ:NASDAQ:SOUN) Q4 2022 Results Conference Call March 7, 2023 5:30 PM ETCompany ParticipantsScott Smith - Head, Investor RelationsKeyvan Mohajer - Chief Executive...Read full newsRead More
Schroders released its quarterly note covering global markets recently. Click here to read the full letter.Read full newsRead More
ValueAct's 13F portfolio value decreased from $5.90B to $5.31B this quarter. Click here to see an update on the portfolio for Q4 2022.Read full newsRead More
Cricut, Inc. (NASDAQ:NASDAQ:CRCT) Q4 2022 Earnings Conference Call March 7, 2023 5:00 PM ETCompany ParticipantsStacie Clements - Investor Relations-The Blueshirt GroupAshish Arora - Chief...Read full newsRead More
The VanEck Agribusiness ETF holds 52 stocks and rebalances quarterly, and yields a fraction over 2% with $1.3 billion in assets. See what makes MOO ETF a Buy.Read full newsRead More
Intellia is well-positioned to capitalize on the growing demand for gene editing therapies. Click here to learn more about what makes NTLA stock a Buy.Read full newsRead More
Jay Powell stunned markets on Tuesday, indicating the pace of rate hikes could increase. Read more to see my thoughts on Powell's testimony on the Senate floor.Read full newsRead More
CrowdStrike Holdings, Inc. (NASDAQ:NASDAQ:CRWD) Q4 2023 Results Conference Call March 7, 2023 5:00 PM ETCompany ParticipantsMaria Riley - VP, IRGeorge Kurtz - President, CEO and...Read full newsRead More
The following slide deck was published by Rigel Pharmaceuticals, Inc.Read full newsRead More
Volkswagen delivered strong FY 2022 results, topping analyst consensus estimates with regard to both top line and earnings. See why the stock is a Buy.Read full newsRead More
Harte Hanks, Inc. (NASDAQ:NASDAQ:HHS) Q4 and Full Year 2022 Earnings Conference Call March 7, 2023 4:30 PM ETCompany ParticipantsTom Baumann - Investor RelationsBrian Linscott - Chief...Read full newsRead More
Netflix is one of the world's leading entertainment services with approx. 230 million paid memberships in over 190 countries. See why NFLX stock is still a Buy.Read full newsRead More
BSQUARE Corporation (NASDAQ:NASDAQ:BSQR) Q4 2022 Earnings Conference Call March 7, 2023 5:00 PM ETCompany ParticipantsRalph Derrickson - President, CEO & DirectorCheryl Wynne -...Read full newsRead More
Maxeon Solar Technologies, Ltd. (NASDAQ:NASDAQ:MAXN) Q4 2022 Earnings Conference Call March 7, 2023 5:00 PM ETCompany ParticipantsRobert Lahey - Head of IRBill Mulligan - CEOKai Strohbecke...Read full newsRead More
Synchronoss Technologies, Inc. (NASDAQ:NASDAQ:SNCR) Q4 2022 Earnings Conference Call March 7, 2023 4:30 PM ETCompany ParticipantsJeff Miller - President and Chief Executive OfficerLou...Read full newsRead More
The following slide deck was published by TDCX Inc. in conjunction with their 2022 Q4 earnings call.Read full newsRead More
The following slide deck was published by Zymeworks Inc.Read full newsRead More