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
Socket Mobile, Inc. (NASDAQ:NASDAQ:SCKT) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsKevin Mills - President and CEOLynn Zhao - CFODavid Holmes - Chief...Read full newsRead More
Livent may see its EPS slide considerably as it is not growing output quickly enough to offset lower prices. See why LTHM stock is a Sell.Read full newsRead More
The following slide deck was published by Strategic Education, Inc.Read full newsRead More
The following slide deck was published by Merit Medical Systems, Inc.Read full newsRead More
Magnite, Inc. (NASDAQ:NASDAQ:MGNI) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsNick Kormeluk - VP, IR & Head, Global Real EstateMichael Barrett -...Read full newsRead More
Coinbase Q4 revenues beat heavily reduced expectations, while trading volumes and platform assets continued to drop. Read more to see my rating for COIN stock.Read full newsRead More
BICO Group AB (publ) (OTCPK:CLLKF) Q4 2022 Results Conference Call February 22, 2023 4:00 AM ETCompany RepresentativesErik Gatenholm - President, Chief Executive OfficerJacob Thordenberg -...Read full newsRead More
Check out the proposal leveraging the stock selection criteria from the underlying index of SCHD to build a portfolio with a subset of Dividend Aristocrats.Read full newsRead More
Tandem Diabetes Care, Inc. (NASDAQ:NASDAQ:TNDM) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ETCompany ParticipantsSusan Morrison - EVP & Chief Administrative OfficerJohn...Read full newsRead More
Fresenius SE & Co. KGaA (OTCPK:FSNUF) Q4 2022 Results Conference Call February 22, 2023 7:30 AM ETCompany ParticipantsMarkus Georgi - Senior Vice President-Investor RelationsMichael Sen...Read full newsRead More
The following slide deck was published by eBay Inc. in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Coinbase's Q4 2023 numbers show deterioration despite improved crypto markets. Find out why I rate the COIN crypto exchange's stock a sell.Read full newsRead More
The following slide deck was published by IMAX Corporation in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Joby Aviation, Inc. (NYSE:NYSE:JOBY) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsTeresa Thuruthiyil - Head of Investor RelationsJoeBen Bevirt - Founder...Read full newsRead More
McGrath RentCorp (NASDAQ:NASDAQ:MGRC) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsJoe Hanna - Chief Executive OfficerKeith Pratt - Chief Financial...Read full newsRead More
NVIDIA Corp (NASDAQ:NASDAQ:NVDA) Q4 2023 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsSimona Jankowski - VP, IRColette Kress - EVP & CFOJensen Huang -...Read full newsRead More
Strategic Education, Inc. (NASDAQ:NASDAQ:STRA) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ETCompany ParticipantsTerese Wilke - Director-Investor RelationsRobert Silberman -...Read full newsRead More
VRE has a portfolio of REITs and real estate services and development companies that trade in the Canadian market. See why investors should stay on the sideline.Read full newsRead More
The following slide deck was published by SSR Mining Inc.Read full newsRead More
An increase in throughput from 110,000tpd to 136,000tpd would see the project produce 183,000tpa of copper, 11Mlb of molybdenum and 1.Read More