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

Glaukos Corporation (NYSE:NYSE:GKOS) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsChris Lewis - Vice President-Investor Relations and Corporate...Read full newsRead More

SSR Mining Inc. (NASDAQ:NASDAQ:SSRM) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsAlex Hunchak - Investor RelationsRodney Antal - President and Chief...Read full newsRead More

Regis Resources Ltd (OTCPK:RGRNF) Q2 2023 Earnings Conference Call February 22, 2023 7:00 PM ETCompany ParticipantsJim Beyer - CEO, MD & DirectorAnthony Rechichi - CFOConference Call...Read full newsRead More

Teladoc Health, Inc. (NYSE:NYSE:TDOC) Q4 2022 Results Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsPatrick Feeley - Head, IRJason Gorevic - CEOMala Murthy - CFOConference...Read full newsRead More

Sunrun Inc. (NASDAQ:NASDAQ:RUN) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsPatrick Jobin - Investor RelationsMary Powell - Chief Executive OfficerEd...Read full newsRead More

The following slide deck was published by Sunrun Inc.Read full newsRead More

Bumble, Inc. (NASDAQ:NASDAQ:BMBL) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsCherryl Valenzuela - VP, IRWhitney Herd - Founder, CEO &...Read full newsRead More

I've noticed a very simple stair-step pattern in the trend of gold prices over the past 25 years or so.Read full newsRead More

Etsy, Inc. (NASDAQ:NASDAQ:ETSY) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsDebra Wasser - Vice President, Investor RelationsJosh Silverman - Chief...Read full newsRead More

The following slide deck was published by Gibraltar Industries, Inc.Read full newsRead More

Gibraltar Industries, Inc. (NASDAQ:NASDAQ:ROCK) Q4 2022 Earnings Conference Call February 22, 2023 9:00 AM ETCompany ParticipantsCarolyn Capaccio - LHA Investor RelationsBill Bosway -...Read full newsRead More

BT Group's 3Q23 results were promising, with strong signs of reversal trend. Read more to see why I would rate BT stock as a buy.Read full newsRead More

Unity Software Inc. (NYSE:NYSE:U) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsRichard Davis - Investor RelationsLuis Visoso - Chief Financial...Read full newsRead More

Goosehead Insurance, Inc. (NASDAQ:NASDAQ:GSHD) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsDan Farrell - Vice President, Capital MarketsMark Jones -...Read full newsRead More

Dutch Bros Inc. (NYSE:NYSE:BROS) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsPaddy Warren - IRJoth Ricci - CEOCharley Jemley - CFOConference Call...Read full newsRead More

Olo Inc. (NYSE:NYSE:OLO) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsStephanie Daukus - Vice President of Investor RelationsNoah Glass - Founder, Chief...Read full newsRead More

Rackspace Technology, Inc. (NASDAQ:NASDAQ:RXT) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsRobert Watson - VP, Corporate FinanceAmar Maletira - CEOBobby...Read full newsRead More

ageas SA/NV (OTCPK:AGESF) Q4 2022 Results Conference Call February 22, 2023 3:00 AM ETCompany ParticipantsHans De Cuyper - Chief Executive OfficerChristophe Boizard - Chief Financial...Read full newsRead More

Ultra Clean Holdings Inc (NASDAQ:NASDAQ:UCTT) Q4 2022 Results Conference Call February 22, 2023 4:45 PM ETCompany ParticipantsRhonda Bennetto - SVP Investor RelationsJim Scholhamer -...Read full newsRead More

The following slide deck was published by APA Group Stapled Securities in conjunction with their 2022 Q4 earnings call.Read full newsRead More