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

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

Trican Well Service Ltd. (OTCPK:TOLWF) Q4 2022 Earnings Conference Call February 23, 2023 12:00 PM ETCompany ParticipantsBrad Fedora - President and Chief Executive OfficerScott Matson -...Read full newsRead More

Block has a growing moat that will continue to deepen alongside its ecosystem. Check out why I rate SQ stock a buy at current levels.Read full newsRead More

B2Gold announced consolidated gold revenues of $592.47 million in the fourth quarter of 2022. Click here to see our take on BTG stock.Read full newsRead More

A prolonged downturn and liquidity crunch have led to more consolidation across the sector. Some are strong, some are surviving. The Parent Company, MedMen, MariMed, Schwazze.Read full newsRead More

Since its December lows, Enterprise Products stock has performed well relative to energy companies. Read more to see my recommendation on EPD stock.Read full newsRead More

TSMC's market share and leading expertise in the global foundry market have been long discussed. Read more to see if TSM stock is a buy, sell or hold.Read full newsRead More

The YTM on B. Riley baby bonds has increased as much as 44% in just the last 3 weeks with YTMs up to 12.96%. Click here to see our take on RILY stock.Read full newsRead More

Two new Breakout Stocks for Week 9 with better than 10% short-term upside and a Dow 30 Pick. Click here to read the full update.Read full newsRead More

While First Majestic Silver is working out capex spending and supply chain issues, it is losing money. Click here to see our take on AG stock.Read full newsRead More

Permian Resources' acreage is in a prime location and the company's management is first rate. Check out why I rate PR stock a strong buy.Read full newsRead More

We check a number of economic screws that help hold the economy together and analyze likelihood of a recession this year. Click here to read more.Read full newsRead More

I saw some value in GBAB a year ago, but that thesis did not pan out. See why I think a hold rating is appropriate for the fund.Read full newsRead More

The Procter & Gamble Company (NYSE:NYSE:PG) CAGNY 2023 Conference Call February 23, 2023 9:00 AM ETCompany ParticipantsJon Moeller - Chairman, President and CEOAndre Schulten - CFOJohn...Read full newsRead More

Philip Morris International Inc. (NYSE:NYSE:PM) CAGNY 2023 Conference February 22, 2023 11:00 AM ETCompany ParticipantsEmmanuel Babeau - CFOConference Call ParticipantsBonnie Herzog -...Read full newsRead More

PepsiCo, Inc. (NASDAQ:NASDAQ:PEP) CAGNY 2023 Conference February 22, 2023 10:00 AM ETCompany ParticipantsRamon Laguarta - Chairman and CEOHugh Johnston - Vice Chairman and CFOConference...Read full newsRead More

F&G Annuities & Life, Inc. (NYSE:NYSE:FG) Q4 2022 Results Conference Call February 23, 2023 9:00 AM ETCompany ParticipantsLisa Foxworthy-Parker - IRChris Blunt - CEOWendy Young -...Read full newsRead More

Covalon Technologies Ltd. (OTCQX:CVALF) Q1 2023 Results Conference Call February 23, 2023 9:00 AM ETCompany ParticipantsBrian Pedlar - President and Chief Executive OfficerJason Gorel -...Read full newsRead More

Cascades Inc. (OTCPK:CADNF) Q4 2022 Results Conference Call February 23, 2023 9:00 AM ETCompany ParticipantsJennifer Aitken - Director of Investor RelationsMario Plourde - President and...Read full newsRead More

ExlService Holdings, Inc. (NASDAQ:NASDAQ:EXLS) Q4 2022 Earnings Conference Call February 23, 2023 10:00 AM ETCompany ParticipantsJohn Kristoff - Vice President of Investor RelationsRohit...Read full newsRead More