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

Weis Markets' revenue and profit growth are cyclical and have plateaued. Click here to read the reasons why I rate WMK stock a Hold.Read full newsRead More

The following slide deck was published by Wesfarmers Limited in conjunction with their 2023 Q2 earnings call.Read full newsRead More

The following slide deck was published by Kite Realty Group Trust in conjunction with their 2022 Q4 earnings call.Read full newsRead More

Northern Star Resources has been one of the best-performing gold miners year-to-date. Read more to see my thoughts on the stock and my recommendation.Read full newsRead More

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

Conduent Incorporated (NASDAQ:NASDAQ:CNDT) Q4 2022 Earnings Conference Call February 14, 2023 5:00 PM ETCompany ParticipantsGiles Goodburn - Vice President, Investor RelationsCliff Skelton...Read full newsRead More

Hess reported adjusted Q4 2022 EPS of $1.78, beating analysts' expectations again this quarter. Read more to see my thoughts on HES stock and my recommendation.Read full newsRead More

Emeth Value Capital's updated results were published recently. Click here to read the full fund letter.Read full newsRead More

Computer Programs and Systems, Inc. (NASDAQ:NASDAQ:CPSI) Q4 2022 Earnings Conference Call February 14, 2023 4:30 PM ETCompany ParticipantsDru Anderson - Corporate CommunicationsChristopher...Read full newsRead More

Akamai Technologies, Inc. (NASDAQ:NASDAQ:AKAM) Q4 2022 Earnings Conference Call February 14, 2023 4:30 PM ETCompany ParticipantsTom Barth - Head, IRTom Leighton - Co-Founder, CEO &...Read full newsRead More

Microbix Biosystems Inc. (OTCQX:MBXBF) Q1 2023 Earnings Conference Call February 14, 2023 11:00 AM ETCompany ParticipantsDeborah Honig - Investor Relations, Adelaide CapitalCameron Groome -...Read full newsRead More

Electromed, Inc. (NYSE:NYSE:ELMD) Q2 2023 Earnings Conference Call February 14, 2023 5:00 PM ETCompany ParticipantsMike Cavanaugh - Investor RelationsKathleen Skarvan - President and Chief...Read full newsRead More

NMI Holdings, Inc. (NASDAQ:NASDAQ:NMIH) Q4 2022 Earnings Conference Call February 14, 2023 5:00 PM ETCompany ParticipantsJohn Swenson - Vice President-Investor Relations and TreasuryBrad...Read full newsRead More

JELD-WEN Holding continues to post attractive growth from a sales and cash flow perspective. Read more to see why JELD stock is a Buy.Read full newsRead More

Park City Group, Inc. (NASDAQ:NASDAQ:PCYG) Q2 2023 Earnings Conference Call February 14, 2023 4:15 PM ETCompany ParticipantsJeff Stanlis - FNK Investor RelationsJohn Merrill - Chief...Read full newsRead More

Avaya finally filed for bankruptcy on Tuesday, after protracted negotiations with creditors. See why common shareholders should sell their holdings and move on.Read full newsRead More

Great Elm Group, Inc. (NASDAQ:NASDAQ:GEG) Q2 2023 Earnings Conference Call February 14, 2023 9:00 AM ETCompany ParticipantsAdam Yates - Managing DirectorJason Reese - Executive...Read full newsRead More

ON Semiconductor has rallied to new all-time highs following Q4 earnings despite weak guidance for Q1 2023. Read more to see why ON stock is a Buy.Read full newsRead More

AMMO, Inc. (NASDAQ:NASDAQ:POWW) Q3 2023 Earnings Conference Call February 14, 2023 5:00 PM ETCompany ParticipantsScott Arnold - CORE IRFred Wagenhals - Chairman and Chief Executive...Read full newsRead More

Oscar Health is making progress towards profitability and positive cash flow, with a clear path to achieving this goal by 2024. See why OSCR stock is a Hold.Read full newsRead More