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
After 15 years funding Canadian exploration in more than 450 financings advancing billions of dollars to hundreds of issuers on behalf of thousands of clients, we at PearTree share the sector lament best said by the late comedian Rodney Dangerfield: "I get no respect." (Those under 45 are now hitting YouTube - as you should, in which case our job here is mostly done.) Over the past three years...Read More
Iamgold (TSX: IMG; NYSE: IAG) has appointed Renaud Adams as its new president and chief executive officer, effective Apr. 3.Adams replaces board chair Maryse Belanger, who was acting as interim president and CEO during the executive search process.The Toronto-based gold miner has also named Maarten Theunissen as permanent chief financial officer, having served as interim CFO since September.Adams...Read More
"The rich buy assets. The poor only have expenses. The middle class buy liabilities they think are assets. The poor and the middle class work for money. The rich have money work for them." - Robert KiyosakiDear Outsider,My New Year's resolution is always the same...Read more books.So I started off this year by reading a book I'd only heard good things about...Robert Kiyosaki's Rich Dad Poor D...Read More
The company aims to reduce its greenhouse gas emissions by 50% by 2030 and to reach net zero by 2050. The company expects its journey to cost US$7.5 billion through 2030.Read More
Putting local content at heart of ESG effortsSPONSOREDsaudi ministry of industry and mineral resourcesBarksdale has line of sight on Sunnyside permitSPONSOREDbarksdale resourcesMid-tier Aeris on copper growth trajectorySPONSOREDaeris resources Alma in right commodity at right addressSPONSOREDalma metalsThe 22% price drop from US$31,200 a tonne three months ago to latest trades at $24,385/t is a di...Read More
Lordstown has seen a severe stock price correction recently, and has announced a large recall of its small vehicle fleet.Read full newsRead More
CrowdStrike stock is down 50% from its 52-week high, yet the company is rolling. Read more to see why the long-term bullish case is compelling.Read full newsRead More
Verve's unique focus on editing genes in the liver to treat cardiovascular disease sets them apart from its competitors and gives them a strong competitive advantage.Read full newsRead More
The following slide deck was published by Acciona, S.A.Read full newsRead More
Acciona, S.A. (OTCPK:ACXIF) Q4 2022 Earnings Conference Call February 28, 2023 5:15 AM ETCompany ParticipantsJose Manuel Entrecanales - Chairman and Chief Executive OfficerRafael Mateo -...Read full newsRead More
Numinus focused on profitability and service providers offering various psychedelic therapies. Possible FDA approval of MDMA a huge catalyst.Read full newsRead More
Bills come in monthly, so it makes sense to have dividend stocks that pay you monthly as well. Check out our two dividend stock picks that help you do that.Read full newsRead More
Petco Health and Wellness Company has not fared all that well compared to the broader market. But see why I'm bullish on WOOF stock.Read full newsRead More
Trex announced Q4 2022 and Full Year results on February 27. Read more to see the key takeaways and why I'm bullish on TREX stock.Read full newsRead More
Nomad Foods is a multinational packaged foods company that produces and distributes a range of frozen food products. See why I rate NOMD stock a buy.Read full newsRead More
Vanguard Mega Cap Value ETF is a cost-efficient way for investors to gain exposure to largest value stocks in the market. See why I'm bullish on MGV fund.Read full newsRead More
Colgate-Palmolive has underperformed the broader U.S. equity market this year. But see why I'm bullish on CL stock.Read full newsRead More
Energias de Portugal sees decent capacity growth, which together with operating leverage created great EBITDA growth of 21%. Click here to see our take on EDP.Read full newsRead More
Shares of BigCommerce have cratered dramatically since reporting Q4 results. Click here to see our take on BIGC stock.Read full newsRead More
CPI Card Group has been one of the top performing stocks over the past year, with 150%+ upward run. Click here to see our take on PMTS stock.Read full newsRead More