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
Alex Christopher was appointed president of the Prospectors and Developers Association of Canada in March 2021 for a two-year term. The geologist and senior vice-president, projects & technical services with Teck Resources, has nearly 40 years of industry experience - and has been on the board of PDAC for a decade.While starting his term during the Covid-19 pandemic has posed challenges - Christop...Read More
First Quantum Minerals (TSX: FM) says it's experiencing losses of up to US$8 million a day due to the suspension of ore processing and port loading affecting its giant copper mine in Panama.In a letter sent this week to the country's Maritime Authority (AMP), the chief executive of First Quantum's local unit, Minera Panama, said the halt ordered last week has had a domino effect.CEO Alan Delaney w...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 metalsTanzania was once considered one of Africa's most secure jurisdictions but a fight between Acaci...Read More
Jay Bhattacharya is a professor of medicine at Stanford University. He was one voice of reason during the pandemic.It's not just his credentials or his position at Stanford. It's his erudition that gave him the reach to make sense of our times. I personally found it compelling.Summing up his message, the response upended a century of public-health practice based on computer modeling that was not i...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 metalsAfter releasing a five-year critical minerals strategy in 2022, provincial legislators have draf...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 UK regulator the Financial Conduct Authority (FCA) announced it has launched an "enforcement...Read More
I was never really one for keeping a diary; I'm basically too lazy, and not nearly introspective enough. The only time I did keep one, it was by accident. In 1996 I was sent to Iran to supervise a drill program at a gold project called Zarshuran. It didn't go well. A perfect storm of terrible rock conditions and inept local drillers doomed us before we'd even started. The drillers were the most co...Read More
CGG (OTC:CGGYY) Q4 2022 Earnings Conference Call March 2, 2023 12:30 PM ETCompany ParticipantsChristophe Barnini - Group Communications and Investor RelationsSophie Zurquiyah - Chief...Read full newsRead More
Independence Contract Drilling, Inc. (NYSE:NYSE:ICD) Q4 2022 Earnings Conference Call March 2, 2023 12:00 PM ETCompany ParticipantsAnthony Gallegos - President and Chief Executive...Read full newsRead More
Plug Power Inc. reported abysmal fourth quarter and full-year 2022 results, with cash burn and product gross margins deteriorating. Click here for more on PLUG.Read full newsRead More
Puma Biotechnology, Inc. (NASDAQ:NASDAQ:PBYI) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsMariann Ohanesian - Senior Director of IRAlan Auerbach - CEO,...Read full newsRead More
The following slide deck was published by VTEX in conjunction with their 2022 Q4 earnings call.Read full newsRead More
United Insurance Holdings Corp. (NASDAQ:NASDAQ:UIHC) Q4 2022 Earnings Conference Call March 2, 2023 5:00 PM ETCompany ParticipantsKarin Daly - Investor Relations & Vice President,...Read full newsRead More
The Toronto-Dominion Bank (NYSE:NYSE:TD) Q1 2023 Earnings Conference Call March 2, 2023 1:30 PM ETCompany ParticipantsBrooke Hales - Investor RelationsBharat Masrani - Chief Executive...Read full newsRead More
The following slide deck was published by Hewlett Packard Enterprise Company in conjunction with their 2023 Q1 earnings call.Read full newsRead More
Marvell Technology, Inc. (NASDAQ:NASDAQ:MRVL) Q4 2023 Earnings Conference Call March 2, 2023 4:45 PM ETCompany ParticipantsAshish Saran - Senior Vice President, Investor RelationsMatt...Read full newsRead More
Is LL Flooring Holdings, Inc. a good "cigar-butt" investment. LL reported a non-GAAP EPS of -$0.29 in Q4 2022, widely missing Street estimates. Click here for more.Read full newsRead More
Three favorite REIT ideas today. Read more about these cell tower REITs and what they deliver for investors.Read full newsRead More
Small cap oil stocks are cheap. Some actually have higher ROCE and other key measures.Read full newsRead More
AMN Healthcare Solutions saw a YoY decrease in the last report, but a major move upward taking the whole year into account. Find out if AMN stock is a buy.Read full newsRead More