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
LeMaitre Vascular, Inc. (NASDAQ:NASDAQ:LMAT) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsJ.J.Read full newsRead More
The following slide deck was published by LeMaitre Vascular, Inc.Read full newsRead More
SPX Technologies, Inc. (NYSE:NYSE:SPXC) Q4 2022 Earnings Conference Call February 23, 2023 4:45 PM ETCompany ParticipantsPaul Clegg - Investor RelationsGene Lowe - President and Chief...Read full newsRead More
The following slide deck was published by SPX Technologies, Inc.Read full newsRead More
Kambi Group plc (OTCPK:KMBIF) Q4 2022 Earnings Conference Call February 22, 2023 4:45 AM ETCompany ParticipantsMia Nordlander - SVP, IRKristian Nylen - CEODavid Kenyon - CFOConference Call...Read full newsRead More
OneSpaWorld Holdings Limited (NASDAQ:NASDAQ:OSW) Q4 2022 Earnings Conference Call February 22, 2023 10:00 AM ETCompany ParticipantsAllison Malkin - Partner, ICRLeonard Fluxman - Executive...Read full newsRead More
Chevron recently announced a hike in the quarterly dividend by 6.3%. Read more to see why I rate CVX stock a hold.Read full newsRead More
Daqo New Energy is priced for bankruptcy and investors are truly scared. See why I believe DQ stock remains extremely inexpensive.Read full newsRead More
Valeo's net income and free cash flow results were okay in 2022 but certainly not impressive. Click here to read more about the long-term prospects of Valeo.Read full newsRead More
CEVA was in the midst of a strong rally, but release of its latest report caused the stock to take a step back. See why I'm neutral on CEVA stock.Read full newsRead More
The following slide deck was published by Kambi Group plc in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Bouygues SA (OTCPK:BOUYF) Q4 2022 Earnings Conference Call February 23, 2023 4:30 AM ETCompany ParticipantsOlivier Roussat - CEOPascal Grange - Deputy CEO and CFOFrederic Gardes - Chief...Read full newsRead More
Mister Car Wash, Inc. (NYSE:NYSE:MCW) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsJohn Lai - Chairperson and Chief Executive OfficerJed Gold - Chief...Read full newsRead More
Shattuck Labs, Inc. (NASDAQ:NASDAQ:STTK) Q4 2022 Earnings Conference Call February 23, 2023 4:45 PM ETCompany ParticipantsConor Richardson - Vice President, Investor RelationsTaylor...Read full newsRead More
MediaAlpha, Inc. (NYSE:NYSE:MAX) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsDenise Garcia - Investor RelationsSteve Yi - Chief Executive OfficerPat...Read full newsRead More
Paymentus Holdings, Inc. (NYSE:NYSE:PAY) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsPaul Seamon - Interim Chief Financial OfficerDushyant Sharma -...Read full newsRead More
The following slide deck was published by Paymentus Holdings, Inc.Read full newsRead More
Fox Factory Holding Corp. (NASDAQ:NASDAQ:FOXF) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsVivek Bhakuni - Investor RelationsMike Dennison - Chief...Read full newsRead More
American Software, Inc. (NASDAQ:NASDAQ:AMSWA) Q3 2023 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsVince Klinges - Chief Financial OfficerAllan Dow - President...Read full newsRead More
Open Lending Corporation (NASDAQ:NASDAQ:LPRO) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsKeith Jezek - Chief Executive OfficerChuck Jehl - Chief...Read full newsRead More