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
Gold Fields is one of the worst-performing gold producers this year, down 11% year-to-date. Read more about a weaker 2023 outlook for this miner.Read full newsRead More
FormFactor's fourth quarter results surpassed lowered expectations. Click here to read my analysis of FORM stock.Read full newsRead More
American States Water Company (NYSE:NYSE:AWR) Q4 2022 Earnings Conference Call March 2, 2023 2:00 PM ETCompany ParticipantsBob Sprowls - President and Chief Executive OfficerEva Tang -...Read full newsRead More
Boot Barn Holdings is a solid business that continues to create value for its investors. Click here to read my analysis of BOOT stock.Read full newsRead More
Workday reported strong financial results for the fourth quarter of FY23. See why WDAY stock is a Hold for now, but definitely one for the watch list.Read full newsRead More
ESS Tech, Inc. (NYSE:NYSE:GWH) Q4 2022 Results Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsErik Bylin - Investor RelationsEric Dresselhuys - Chief Executive OfficerTony Rabb...Read full newsRead More
OKTA stock soared after releasing solid earnings. Read why Okta is one of the higher quality names in the tech sector today.Read full newsRead More
Veeva Systems, Inc. (NYSE:NYSE:VEEV) Q4 2022 Earnings Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsAto Garrett - Investor RelationsPeter Gassner - Founder and CEOPaul Shawah...Read full newsRead More
Box, Inc. (NYSE:NYSE:BOX) Q4 2023 Earnings Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsCynthia Hiponia - VP, IRDylan Smith - Co-Founder & CFOAaron Levie - Co-Founder,...Read full newsRead More
The following slide deck was published by Desktop Metal, Inc.Read full newsRead More
Desktop Metal, Inc. (NYSE:NYSE:DM) Q4 2022 Earnings Conference Call March 1, 2023 4:30 PM ETCompany ParticipantsJay Gentzkow - Vice President, Investor RelationsRic Fulop - Founder and...Read full newsRead More
Marqeta is a leading provider of modern card issuing for the fintech industry. Click here to read my review of its Q4 earnings and why MQ stock is undervalued.Read full newsRead More
Jazz Pharmaceuticals plc (NASDAQ:NASDAQ:JAZZ) Q4 2022 Earnings Conference Call March 1, 2023 4:30 PM ETCompany ParticipantsDarren Fox - Executive Director of Investor RelationsBruce Cozadd...Read full newsRead More
AMG Advanced Metallurgical's ADR has soared after hitting a 52-week low in Sept. 2022. See why I think waiting for a lower entry point would be the best move here.Read full newsRead More
CompoSecure, Inc. (NASDAQ:NASDAQ:CMPO) Q4 2022 Earnings Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsSteve Feder - General Counsel and Corporate SecretaryJon Wilk - Chief...Read full newsRead More
Salesforce, Inc. (NYSE:NYSE:CRM) Q4 2023 Earnings Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsMichael Spencer - VP, IRMarc Benioff - Co-Founder, Chairman & CEOAmy Weaver...Read full newsRead More
Snowflake Inc. (NYSE:NYSE:SNOW) Q4 2023 Results Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsJimmy Sexton - Head, Investor RelationsFrank Slootman - Chairman and Chief...Read full newsRead More
Vuzix Corporation (NASDAQ:NASDAQ:VUZI) Q4 2022 Results Conference Call March 1, 2022 4:30 PM ETCompany ParticipantsEd McGregor - Director, IRPaul Travers - CEOGrant Russell - CFOConference...Read full newsRead More
Certara, Inc. (NASDAQ:NASDAQ:CERT) Q4 2022 Results Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsDavid Deuchler - Investor RelationsWilliam Feehery - Chief Executive...Read full newsRead More
Verra Mobility Corporation (NASDAQ:NASDAQ:VRRM) Q4 2022 Earnings Conference Call March 1, 2023 5:00 PM ETCompany ParticipantsMark Zindler - Vice President, Investor RelationsDavid Roberts -...Read full newsRead More