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
WisdomTree CBOE S&P 500 Put Write Strategy ETF is a vehicle employing a systematic cash covered put writing overlay. Click here to read our latest analysis.Read full newsRead More
CareCloud, Inc. (NASDAQ:NASDAQ:CCLD) Q4 2022 Earnings Conference Call March 2, 2023 8:30 AM ETCompany ParticipantsKimberly Blanche - General Counsel and Vice President of ComplianceMahmud...Read full newsRead More
Diversified Healthcare is a senior housing/medical office REIT that has experienced significant operational challenges through the pandemic. Read more about DHC here.Read full newsRead More
NIO has transitioned from a high-flying, volatile trading stock, to a company that has a long-term vision in place. Click here to read my analysis of NIO stock.Read full newsRead More
HR services industry is a proxy for the economy. Randstad (RANJF) has consistently grown, but Adecco Group (AHEXF) remains below 2017 levels. Click here for more.Read full newsRead More
Digimarc recently reported its Q4 2022 financial results. Learn why I'm on Hold for DMRC stock.Read full newsRead More
Dril-Quip, Inc. (NYSE:NYSE:DRQ) Q4 2022 Earnings Conference Call February 28, 2023 10:00 AM ETCompany ParticipantsErin Fazio - Finance DirectorJeff Bird - President and Chief Executive...Read full newsRead More
Fortitude Gold Corporation (OTCQB:FTCO) Q4 2022 Results Conference Call March 1, 2023 11:00 AM ETCompany ParticipantsJason Reid - Chief Executive OfficerJohn Labate - Chief Financial...Read full newsRead More
BlackRock Science and Technology Trust II (BSTZ) last declared a monthly dividend of $0.1613 per share. Read what investors need to know.Read full newsRead More
Kinross released a maiden resource for its newly acquired Great Bear Project in Red Lake and updated mineral resources/reserves last month. Read more here.Read full newsRead More
Sotera Health Company (NASDAQ:NASDAQ:SHC) Q4 2022 Earnings Conference Call February 28, 2023 9:00 AM ETCompany ParticipantsJason Peterson - Vice President and TreasurerMichael Petras -...Read full newsRead More
General Electric won the bulk of the Air India order. Read what this means for the company and the aircraft makers participating in the order.Read full newsRead More
The banking industry scored a return on equity of 11.67%, has lots of cash on hand, and seems to be lending quite freely. Read what investors need to know.Read full newsRead More
The big US stocks' latest quarterly results revealed ominous deteriorating fundamentals. Read more here.Read full newsRead More
The following slide deck was published by Man Group Limited in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Eurofins Scientific SE (OTCPK:ERFSF) Q4 2022 Results Conference Call March 1, 2023 9:00 AM ETCompany ParticipantsDr.Read full newsRead More
The Cloudmed integration appears to be already paying dividends for R1 RCM as a growth accelerator. Click here to read my most recent analysis of RCM stock.Read full newsRead More
Man Group Limited (OTCPK:MNGPF) Q4 2022 Earnings Conference Call February 28, 2023 3:00 AM ETCompany ParticipantsLuke Ellis - CEOAntoine Forterre - CFOConference Call ParticipantsHaley Tam...Read full newsRead More
LKQ Corporation has grown the business from about $300 million in the early 2000s towards the $10 billion mark in 2017. Read my analysis of LKQ stock.Read full newsRead More
MERLIN Properties SOCIMI, S.A. (OTCPK:MRPRF) Q4 2022 Earnings Conference Call February 28, 2023 9:00 AM ETCompany ParticipantsInes Arellano - IRIsmael Clemente - CEOMiguel Ollero -...Read full newsRead More