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
Haemonetics surpassed sell-side expectations with healthy revenue growth from Plasma and Hospital. Read why I think HAE stock merits a closer look.Read full newsRead More
From 2018 to 2021, Blue Ridge grew rapidly through acquisitions. See why right now there are much better banks at good prices than BRBS.Read full newsRead More
Backblaze, Inc. (NASDAQ:NASDAQ:BLZE) Q4 2022 Results Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsJames Kisner - Vice President of Investor RelationsGleb Budman - Chief...Read full newsRead More
Hargreaves Lansdown plc (OTCPK:HRGLF) Q4 2022 Results Conference Call February 15, 2023 4:00 AM ETCompany ParticipantsChris Hill - CEOAmy Stirling - CFOConference Call ParticipantsAndrew...Read full newsRead More
GEE Group Inc. (NYSE:NYSE:JOB) Q1 2023 Earnings Conference Call February 15, 2023 11:00 AM ETCompany ParticipantsDerek Dewan - Chairman and Chief Executive OfficerKim Thorpe - Senior Vice...Read full newsRead More
Synopsys, Inc. (NASDAQ:NASDAQ:SNPS) Q1 2023 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsPhil Lee - Director, IRAart de Geus - Chairman & CEOShelagh Glaser -...Read full newsRead More
DIC Asset AG (OTCPK:DDCCF) Q4 2022 Earnings Conference Call February 15, 2023 4:00 AM ETCompany ParticipantsSonja Warntges - Chief Executive OfficerPeer Schlinkmann - Head of Investor...Read full newsRead More
Fastly, Inc. (NYSE:NYSE:FSLY) Q4 2022 Earnings Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsVernon Essi - IRTodd Nightingale - CEO & DirectorRonald Kisling -...Read full newsRead More
The following slide deck was published by Cisco Systems, Inc.Read full newsRead More
Cisco Systems, Inc. (NASDAQ:NASDAQ:CSCO) Q2 2023 Earnings Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsMarilyn Mora - Head, Investor RelationsChuck Robbins - Chairman and...Read full newsRead More
Allison Transmission Holdings, Inc. (NYSE:NYSE:ALSN) Q4 2022 Results Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsJackie Bolles - Executive Director, Treasury &...Read full newsRead More
Resideo Technologies, Inc. (NYSE:NYSE:REZI) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsJason Willey - Vice President of Investor RelationsJay...Read full newsRead More
Iris Energy Limited (NASDAQ:NASDAQ:IREN) Q2 2023 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsLincoln Tan - Senior Manager, Corporate FinanceDaniel Roberts -...Read full newsRead More
RingCentral, Inc. (NYSE:NYSE:RNG) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsWill Wong - Vice President-Investor RelationsVlad Shmunis - Founder,...Read full newsRead More
Pegasystems, Inc. (NASDAQ:NASDAQ:PEGA) Q4 2022 Results Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsKenneth Stillwell - CFOAlan Trefler - CEOConference Call...Read full newsRead More
The following slide deck was published by IBEX Limited in conjunction with their 2023 Q2 earnings call.Read full newsRead More
IBEX Limited (NASDAQ:NASDAQ:IBEX) Q2 2023 Earnings Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsMichael Darwal - Chief Digital OfficerRobert Dechant - CEOKarl Gabel -...Read full newsRead More
Astec Industries has a rather mixed and bumpy operating history covering an extended period of time. Read why I feel a Hold rating is appropriate for ASTE stock.Read full newsRead More
Upwork, Inc. (NASDAQ:NASDAQ:UPWK) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsEvan Barbosa - VP, IRHayden Brown - President, CEO &...Read full newsRead More
Amplitude, Inc. (NASDAQ:NASDAQ:AMPL) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsYaoxian Chew - Vice President, Investor RelationsSpenser Skates - Chief...Read full newsRead More