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
Multinational Wyloo Metals has reiterated its commitment to establishing an Ontario-centric integrated critical minerals supply chain, CEO Luca Giacovazzi told The Northern Miner's recent Global Mining Symposium.The privately-held Australian company, part of billionaire Andrew Forrest's business empire, has made an early commitment to see the nickel and concentrate produced out of its Eagle's Nest...Read More
Coda's copper deposits: the hippo atop an elephantSPONSOREDcoda mineralsPanoro targets Cotabambas PFS by end of yearSPONSOREDpanoro mineralsAnglesey makes up for lost time at Parys MountainSPONSOREDanglesey mining Saudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resourcesPilbara, which is one of the world's largest pure-play producers, oper...Read More
Guidance of 245-265,000oz of gold meant that the final figure is slightly below.Read More
The following slide deck was published by BWX Technologies, Inc.Read full newsRead More
Grab Holdings has a lot of potential to expand its existing customer base and strong market position in several countries. See why I rate GRAB stock a Hold.Read full newsRead More
The following slide deck was published by Altus Group Limited in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Grupo M?(C)xico's shares follow the copper price trend, so it moves through fluctuations and seems to have peaked now. Read why I rate the stock a Sell.Read full newsRead More
Q1 builds are starting to really dampen market sentiment. U.S. total liquids YTD show a build of 55.431 million bbls. Click here for our oil review.Read full newsRead More
We allow investors to directly invest into a pool of music cash flows from iconic artists with the goal to list publicly.Read full newsRead More
We allow investors to directly invest into a pool of music cash flows from iconic artists with the goal to list publicly.Read full newsRead More
Gold has a history of adding meaningful diversification in a broad portfolio asset allocation strategy.Read full newsRead More
Perseus Mining Limited (OTCPK:PMNXF) H1 2023 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsJeff Quartermaine - Managing Director and Chief Executive...Read full newsRead More
Silicom has posted 18 years of profitable results and has not missed quarterly guidance for the last 19 consecutive quarters. See why I'm bullish on SILC stock.Read full newsRead More
Matterport, Inc. (NASDAQ:NASDAQ:MTTR) Q4 2022 Results Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsMike Knapp - Vice President of Investor RelationsRaymond Pittman -...Read full newsRead More
Eagle Point Credit Company, Inc. (NYSE:NYSE:ECC) Q4 2022 Earnings Conference Call February 22, 2023 10:00 AM ETCompany ParticipantsGarrett Edson - ICRThomas Majewski - CEO & Interested...Read full newsRead More
Sangamo Therapeutics, Inc. (NASDAQ:NASDAQ:SGMO) Q4 2022 Results Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsLouise Wilkie - VP of IR and Corporate CommunicationsSandy...Read full newsRead More
The following slide deck was published by Grupo Bimbo, S.A.B. de C.V.Read full newsRead More
NuVasive, Inc. (NASDAQ:NASDAQ:NUVA) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsJuliet Cunningham - VP, IRChristopher Barry - CEO & DirectorMatthew...Read full newsRead More
NetApp, Inc. (NASDAQ:NASDAQ:NTAP) Q3 2023 Results Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsKris Newton - VP, IRGeorge Kurian - CEOMike Berry - CFOConference Call...Read full newsRead More
TransMedics Group, Inc. (NASDAQ:NASDAQ:TMDX) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsBrian Johnston - Gilmartin GroupWaleed Hassanein - President...Read full newsRead More