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

$QTWO - Q2 Holdings, Inc. (QTWO) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Q2 Holdings, Inc. (NYSE:NYSE:QTWO) Q4 2022 Results Conference Call February 21, 2023 5:00 PM ETCompany ParticipantsJosh Yankovich - Investor RelationsMatthew Flake - Chief Executive...Read full newsRead More

$OZMLF - OZ Minerals Limited (OZMLF) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

OZ Minerals Limited (OTCPK:OZMLF) Q4 2022 Earnings Conference Call February 21, 2023 6:00 PM ETCompany ParticipantsAndrew Cole - MD, CEO and DirectorWarrick Ranson - CFO and Finance &...Read full newsRead More

$WYGPF $WYGPY - Worley Limited (WYGPF) Q2 2023 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Worley Limited (OTCPK:WYGPF) Q2 2023 Earnings Conference Call February 21, 2023 6:00 PM ETCompany ParticipantsChris Ashton - Chief Executive Officer Tiernan O'Rourke - Chief Financial...Read full newsRead More

$GMED - Globus Medical, Inc. (GMED) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Globus Medical, Inc. (NYSE:NYSE:GMED) Q4 2022 Earnings Conference Call February 21, 2023 4:30 PM ETCompany ParticipantsBrian Kearns - Senior Vice President of Business Development and...Read full newsRead More

$MBGAF $MBGYY - Mercedes-Benz Group AG (MBGAF) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Mercedes-Benz Group AG (OTCPK:MBGAF) Q4 2022 Results Conference Call February 17, 2023 4:15 AM ETCompany ParticipantsSteffen Hoffmann - Head of Investor Relations and TreasuryOla Kallenius...Read full newsRead More

$MMAT - Meta Materials Enters Into An ATM Equity Sales Agreement.

February 22, 2023 / seekingalpha.com

Meta Materials entered into a $100 million at-the-market equity sales agreement. Read more to see my thoughts on MMAT stock and my recommendation.Read full newsRead More

$NMM - Navios Maritime Partners L.P. (NMM) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Navios Maritime Partners L.P. (NYSE:NYSE:NMM) Q4 2022 Results Conference Call February 21, 2023 8:30 AM ETCompany ParticipantsAngeliki Frangou - Chairwoman and CEOEfstratios Desypris -...Read full newsRead More

$TWNK - Hostess Brands, Inc. (TWNK) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Hostess Brands, Inc. (NASDAQ:NASDAQ:TWNK) Q4 2022 Earnings Conference Call February 21, 2023 5:00 AM ETCompany ParticipantsAndrew Callahan - President and CEOTravis Leonard - CFOConference...Read full newsRead More

$KEYS - Keysight Technologies, Inc. (KEYS) Q1 2023 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Keysight Technologies, Inc. (NYSE:NYSE:KEYS) Q1 2023 Results Conference Call February 21, 2023 4:30 PM ETCompany ParticipantsJason Kary - VP, Treasurer and IRSatish Dhanasekaran - President...Read full newsRead More

$ABCL - AbCellera Biologics Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 22, 2023 / seekingalpha.com

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

$WK - Workiva Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 22, 2023 / seekingalpha.com

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

$ABCL - AbCellera Biologics Inc (ABCL) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

AbCellera Biologics Inc. (NASDAQ:NASDAQ:ABCL) Q4 2022 Earnings Conference Call February 21, 2023 5:00 PM ETCompany ParticipantsTryn Stimart - Chief Legal and Compliance OfficerCarl Hansen -...Read full newsRead More

$HLX - Helix Energy Solutions Group, Inc. (HLX) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

Helix Energy Solutions Group, Inc. (NYSE:NYSE:HLX) Q4 2022 Earnings Conference Call February 21, 2023 10:00 AM ETCompany ParticipantsBrent Arriaga - CAOKenneth Neikirk - General CounselOwen...Read full newsRead More

$MFIC - MidCap Financial Investment Corporation (MFIC) Q4 2022 Earnings Call Transcript.

February 22, 2023 / seekingalpha.com

MidCap Financial Investment Corporation (NASDAQ:NASDAQ:MFIC) Q4 2022 Earnings Conference Call February 21, 2023 5:00 PM ETCompany ParticipantsElizabeth Besen - Investor Relations...Read full newsRead More

$NNN - National Retail Properties: A Dividend You Can Count On.

February 22, 2023 / seekingalpha.com

National Retail Properties has a track record of delivering good results even through crises. Click here to learn where I see upside for NNN stock.Read full newsRead More

$HDSN - Hudson Technologies: Still Ridiculously Cheap.

February 22, 2023 / seekingalpha.com

Hudson Technologies' financials are improving to the point where there may be potential for 150%+ upside. Read why I am bullish on HDSN stock.Read full newsRead More

$ALT - Altimmune: Potential Dual Action For Pemvidutide In Obesity, NASH.

February 22, 2023 / seekingalpha.com

Altimmune has exposure to promising growth areas of obesity and non-alcoholic liver disease treatment. Read why I rate ALT stock a Hold.Read full newsRead More

$TQQQ - Investor Activity In TQQQ Point To Higher Prices For It And The Market.

February 22, 2023 / seekingalpha.com

History suggests that the record number of shares outstanding of TQQQ are positive long term for both it and the market. Read more to see my recommendation.Read full newsRead More

$PDI - PDI: Not The Time To Take On Credit Risk.

February 22, 2023 / seekingalpha.com

PDI's 13% yield is impressive but its use of leverage and exposure to weak credit quality leaves the fund susceptible to downside risks. See why PDI is a Hold.Read full newsRead More

$ACN - Accenture: A Smart Play For Digital Transformation.

February 22, 2023 / seekingalpha.com

Accenture is down over 33% from its all-time high in 2021. While the company is facing macro headwinds, see the reasons why I rate ACN stock a Buy.Read full newsRead More

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