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
Cousins Properties Incorporated (NYSE:NYSE:CUZ) Q4 2022 Earnings Conference Call February 10, 2023 10:00 AM ETCompany ParticipantsPam Roper - General CounselColin Connolly - President and...Read full newsRead More
ARC Resources Ltd. (OTCPK:AETUF) Q4 2022 Earnings Conference Call February 10, 2023 10:00 AM ETCompany ParticipantsDale Lewko - Investor RelationsTerry Anderson - President & Chief...Read full newsRead More
Lululemon Athletica's calendar year margin compression is due to variable costs that will probably adjust lower this year. Click here for more on LULU.Read full newsRead More
iShares MSCI EAFE ETF is an exchange traded fund launched by BlackRock, Inc. Click here to read my analysis of EFA ETF.Read full newsRead More
PayPal has reported a decent quarter related to Q4 2022, while its guidance for 2023 was more upbeat. Read more here.Read full newsRead More
Phillips Edison & Company, Inc. (NASDAQ:NASDAQ:PECO) Q4 2022 Earnings Conference Call February 10, 2023 12:00 PM ETCompany ParticipantsKimberly Green - Head of IRJeffrey Edison -...Read full newsRead More
Brazil's Federal Police performed eight searches Friday targeting money laundering...Read full newsRead More
SAO PAULO (Reuters) -Brazil's federal police said on Friday they had launched a fresh operation to fight wildcat mining in the Yanomami indigenous territory amid a humanitarian crisis blamed on illegal gold miners in the region. The police operation adds to enforcement raids launched earlier this week by Brazil's environmental and indigenous agencies to expel thousands of wildcat miners fr...Read More
DIVZ is an actively-managed dividend ETF focusing on a select group low-volatile blue-chip stocks. Read more here.Read full newsRead More
The following slide deck was published by RXO, Inc. in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Aker BP ASA (OTCPK:DETNF) Q4 2022 Earnings Conference Call February 10, 2023, 02:30 AM ETRead full newsRead More
Euronext N.V. (OTCPK:EUXTF) Q4 2022 Earnings Conference Call February 10, 2023 3:00 AM ETCompany ParticipantsStephane Boujnah - Chief Executive Officer and Chairman of the Managing...Read full newsRead More
Coherent Corp. (NASDAQ:NASDAQ:COHR) Q2 2023 Earnings Conference Call February 8, 2023 9:00 AM ETCompany ParticipantsMary Jane Raymond - Chief Financial OfficerChuck Mattera - Chairman and...Read full newsRead More
Proterra is doing quite well from a sales perspective, with revenue continuing to rise. Read more here.Read full newsRead More
DNB Bank delivered stellar FY 2022 results with growth on many levels, with an enviable ROE and CET-1 ratio and more than 6% dividend yield. Click here to read more.Read full newsRead More
Go home with some gemstone goodies!Read full newsRead More
In current market value, an ounce of gold is worth more than $1,800 and the estimated deposit's value could come out to more than $3 billion before extraction costs.Read full newsRead More
Damages are estimated at BRL 20 bi. The area is also affected by deforestation, excavations, severe soil contamination, silting, and contamination by mercury.Read full newsRead More
Astronomers have barely scratched the surface of mapping the nearly endless stars and galaxies of the heavens. Using supercomputers, researchers with The University of Texas at Austin have now revealed the locations of more than 200,000 new astronomical objects. Their goal is to map even more and use that knowledge to predict the ultimate fate of the universe.Read full newsRead More
Lyft, Inc. (NASDAQ:NASDAQ:LYFT) Q4 2022 Earnings Conference Call February 9, 2023 5:00 PM ETCompany ParticipantsSonya Banerjee - Head of Investor RelationsLogan Green - Chief Executive...Read full newsRead More