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

IMI PLC (OTCPK:IMIAF) Q4 2022 Earnings Conference Call March 3, 2023 3:15 AM ETCompany ParticipantsRoy Twite - Chief Executive OfficerDan Shook - Finance DirectorConference Call...Read full newsRead More

With minimal cash on its balance sheet and growing long-term debts, MPW has a lot on its plate, attributed to its tenants' cash flow issues thus far. Click here to read more.Read full newsRead More

Saipem SpA (OTCPK:SAPMF) Q4 2022 Earnings Conference Call February 28, 2023 4:30 AM ETCompany ParticipantsAlessandro Puliti - Chief Executive OfficerPaolo Calcagnini - Chief Financial...Read full newsRead More

Randstad, a Dutch company, is one of the largest HR and staffing companies in the world and 2022 was pretty good. Click here to read my latest analysis.Read full newsRead More

EssilorLuxoticca's business model is great, and the company is in good hands. But read why investors don't want to chase the stock.Read full newsRead More

Fortum Oyj (OTCPK:FOJCF) Q4 2022 Earnings Conference Call March 02, 2023, 04:00 AM ETRead full newsRead More

The following slide deck was published by Corbion N.V.Read full newsRead More

The following slide deck was published by Piaggio & C.Read full newsRead More

The housing demand index is showing signs of improvement in 2023, with the highest single month jump (from January to February) in over a decade.Read full newsRead More

The following slide deck was published by China Tower Corporation Limited in conjunction with their 2022 Q4 earnings call.Read full newsRead More

In this article, we discuss Huntington Ingalls, the backbone of the US Navy, thanks to two shipbuilding operations and technical operations support. Read more here.Read full newsRead More

Jack Henry & Associates is a high-quality business in the Core Banking business. Click here to read why I do not see much upside in JKHY stock right now.Read full newsRead More

Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming weekRead full newsRead More

NVDA has chosen to sell its GPUs to hyperscalers and launch its cloud-native AI-training infrastructure at the same time. Click here to read our analysis.Read full newsRead More

Ontex Group NV (OTCPK:ONXXF) Q4 2022 Earnings Conference Call March 1, 2023 8:00 AM ETCompany ParticipantsGeoffroy Raskin - Vice President of Investor RelationsGustavo Calvo Paz - Chief...Read full newsRead More

Perion Network is up over 100% from its 52-week low. The digital advertising company is seeing massive growth opportunities in both CTV and search. Learn why I rate PERI stock as a buy.Read full newsRead More

Pure Storage shares have pulled back sharply after reporting Q4 results, owing to a sharp deceleration in revenue. Read more about PSTG here.Read full newsRead More

The management team at Acushnet Holdings continues to post strong financial results for the company, both on its top and bottom lines. Read more about GOLF here.Read full newsRead More

Mastercard Incorporated (NYSE:NYSE:MA) KBW Fintech Payments Conference Call February 28, 2023 9:30 AM ETCompany ParticipantsSachin Mehra - Chief Financial OfficerConference Call...Read full newsRead More

In this article, we highlight 5 large-cap, relatively safe, dividend stocks that are offering large discounts to their historical norms. Click here to learn more.Read full newsRead More