News and Reports

Year Ahead 2025

January 06, 2025

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

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

Rio Tinto turns its attention to growth

February 23, 2023 / www.mining-journal.com

New World's Antler points to high-return copper productionSPONSOREDnew world resources Nordic Nickel gears up for Pulju pushSPONSOREDnordic nickelSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resourcesAruma sprinting through lithium field raceSPONSOREDaruma resources"We're turning ourselves into a company that is again growing after quit...Read More

Hurry up and wait: mining's predicament

February 23, 2023 / www.mining-journal.com

New World's Antler points to high-return copper productionSPONSOREDnew world resources Nordic Nickel gears up for Pulju pushSPONSOREDnordic nickelSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resourcesAruma sprinting through lithium field raceSPONSOREDaruma resourcesGreat change and innovation are needed to meet the demands of the energy...Read More

$TTE - TotalEnergies: Natural Gas Free-Fall Will Hurt 2023 Results.

February 22, 2023 / seekingalpha.com

TotalEnergies' revenues came in at $68.582B (including the excise taxes) or $63.953B net. Read more to see my thoughts on TTE stock and my recommendation.Read full newsRead More

$DRUNF $DRM:CA - Dream Unlimited Corp. (DRUNF) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Dream Unlimited Corp. (OTCPK:DRUNF) Q4 2022 Earnings Conference Call February 21, 2023 5:00 AM ETCompany ParticipantsMichael Cooper - CRODeb Starkman - CFOConference Call ParticipantsMark...Read full newsRead More

$ZIP - ZipRecruiter, Inc. (ZIP) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

ZipRecruiter, Inc. (ZIP) Q4 2022 Earnings Conference Call February 21, 2023 5:00 PM ETCorporate ParticipantsDrew Haroldson - Investor RelationsIan Siegel - Co-Founder and Chief Executive...Read full newsRead More

$MATX - Matson, Inc. (MATX) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Matson, Inc. (NYSE:NYSE:MATX) Q4 2022 Earnings Conference Call February 21, 2023 4:30 PM ETCompany ParticipantsLee Fishman - Senior Director of IRMatthew Cox - Chairman and CEOJoel Wine -...Read full newsRead More

$EXAS - Exact Sciences Corporation (EXAS) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Exact Sciences Corporation (NASDAQ:NASDAQ:EXAS) Q4 2022 Earnings Conference Call February 21, 2023 5:00 PM ETCompany ParticipantsMegan Jones - Investor RelationsKevin Conroy - Chairman and...Read full newsRead More

$EXAS - Exact Sciences Corporation 2022 Q4 - Results - Earnings Call Presentation.

February 22, 2023 / seekingalpha.com

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

$COIN - Coinbase Global, Inc. (COIN) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Coinbase Global, Inc. (NASDAQ:NASDAQ:COIN) Q4 2022 Earnings Conference Call February 21, 2023 5:30 PM ETCompany ParticipantsAnil Gupta - VP of IRBrian Armstrong - Co-Founder, Chairman &...Read full newsRead More

$HR.UN:CA $HRUFF - H&R REIT: We Are Moving To The Sidelines.

February 22, 2023 / seekingalpha.com

H&R REIT has delivered a stellar performance over the last 2 years. Click here to read why we are still downgrading the stock to a neutral rating.Read full newsRead More

$PET $PETWW - Wag! Group Co. (PET) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Wag! Group Co. (NASDAQ:NASDAQ:PET) Q4 2022 Results Conference Call February 21, 2023 4:30 PM ETCompany ParticipantsDawn Frankfort - Managing Director at ICRGarrett Smallwood - Chief...Read full newsRead More

TGV Partners Fund 2022 Shareholder Letter.

February 22, 2023 / seekingalpha.com

TGV Partners' value of a fund unit stands at 131.68 euros vs. a decline of 28.5% in 2022, after all costs. Click here to read the full fund letter.Read full newsRead More

$HENOY $HENKY $HELKF - Henkel: Still A Buy.

February 22, 2023 / seekingalpha.com

Henkel is reporting strong growth top line growth with all regions and all business segments contributing to top line growth. See why the stock is a Buy.Read full newsRead More

$HALO - Halozyme Therapeutics, Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 22, 2023 / seekingalpha.com

The following slide deck was published by Halozyme Therapeutics, Inc.Read full newsRead More

$HALO - Halozyme Therapeutics, Inc. (HALO) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Halozyme Therapeutics, Inc. (NASDAQ:NASDAQ:HALO) Q4 2022 Earnings Conference Call February 21, 2023 4:30 PM ETCompany ParticipantsTram Bui - Vice President, Investor Relations and Corporate...Read full newsRead More

$LGIH - LGI Homes, Inc. (LGIH) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

LGI Homes, Inc. (NASDAQ:NASDAQ:LGIH) Q4 2022 Earnings Conference Call February 21, 2023 12:30 PM ETCompany ParticipantsJosh Fattor - Vice President, Investor RelationsEric Lipar - Chief...Read full newsRead More

$XPER - Xperi Inc. (XPER) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Xperi Inc. (NYSE:NYSE:XPER) Q4 2022 Results Conference Call February 21, 2023 5:00 PM ETCompany ParticipantsMike Iburg - Head of Investor RelationsJon Kirchner - Chief Executive...Read full newsRead More

$LYSFF $LYSFY - Ler?,y Seafood Group ASA (LYSFF) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Ler?,y Seafood Group ASA (OTCPK:LYSFF) Q4 2022 Results Conference Call February 21, 2023 2:00 AM ETCompany ParticipantsHenning Beltestad - CEOSjur Malm - CFOHenning BeltestadWelcome to Ler?,y...Read full newsRead More

$GASS - StealthGas Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 22, 2023 / seekingalpha.com

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

$GASS - StealthGas Inc. (GASS) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

StealthGas Inc. (NASDAQ:NASDAQ:GASS) Q4 2022 Earnings Conference Call February 21, 2023 11:00 AM ETCompany ParticipantsHarry Vafias - President & CEOKonstantinos Sistovaris -...Read full newsRead More

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