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

$ADDDF $ADDYY - adidas: Limited Upside On Weakening Economy.

February 10, 2023 / seekingalpha.com

adidas is a multinational athletic and sports brand, selling apparel, accessories and footwear. Find out why I rate ADDDF/ ADDDY stock a Sell.Read full newsRead More

$PAG - Penske Automotive: Diversification Has Its Ups And Downs.

February 10, 2023 / seekingalpha.com

Penske Automotive Group has returned almost 23% since I last wrote about it. Read why I would suggest waiting for lower levels before adding PAG stock.Read full newsRead More

$COUR - Coursera, Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 10, 2023 / seekingalpha.com

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

$COUR - Coursera, Inc. (COUR) Q4 2022 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

Coursera, Inc. (NYSE:NYSE:COUR) Q4 2022 Earnings Conference Call February 9, 2023 5:00 PM ETCompany ParticipantsCam Carey - Head, Investor RelationsJeff Maggioncalda - Chief Executive...Read full newsRead More

$LADR - Ladder Capital Corp. (LADR) Q4 2022 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

Ladder Capital Corp. (NYSE:NYSE:LADR) Q4 2022 Earnings Conference Call February 9, 2023 5:00 PM ETCompany ParticipantsPamela McCormack - Founder & PresidentBrian Harris - Founder &...Read full newsRead More

$NGL $NGL.PB $NGL.PC - NGL Energy Partners LP (NGL) Q3 2023 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

NGL Energy Partners LP (NYSE:NYSE:NGL) Q3 2023 Earnings Conference Call February 9, 2023 5:30 PM ETCompany ParticipantsBrad Cooper - EVP and CFOMike Krimbill - CEOKurston McMurray - General...Read full newsRead More

The White House, Fed, Inflation, And Flow Of Funds For February 2023.

February 10, 2023 / seekingalpha.com

The purpose of this article is to examine the USA sectoral flows for January 2023 and assess the likely impact on markets as we advance into February 2023.Read full newsRead More

$QLYS - Qualys, Inc. (QLYS) Q4 2022 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

Qualys, Inc. (NASDAQ:NASDAQ:QLYS) Q4 2022 Earnings Conference Call February 9, 2023 5:00 PM ETCompany ParticipantsBlair King - Vice President, Investor Relations & Corporate...Read full newsRead More

$RADI - Concentrated Compounding - Radius Global : Rumors Of A Sale.

February 10, 2023 / seekingalpha.com

Rumors of a sale of Radius have already started. Will shareholders force RADI's hand into a sale? Click here to find out.Read full newsRead More

$KWEB - KWEB: China's Increasing Control Is Ruining Its Tech Stocks.

February 10, 2023 / seekingalpha.com

Despite immense growth, Chinese technology stocks in KraneShares China Internet ETF have not risen since it began trading. Here are my current thoughts on KWEB.Read full newsRead More

$RICK - RCI Hospitality Holdings, Inc. (RICK) Q1 2023 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

RCI Hospitality Holdings, Inc. (NASDAQ:NASDAQ:RICK) Q1 2023 Earnings Conference Call February 9, 2023 4:30 PM ETCompany ParticipantsMark Moran - Chief Executive Officer, Equity AnimalEric...Read full newsRead More

$SP500 - Raising Money On Wall Street Has Become Cheaper And Easier.

February 10, 2023 / seekingalpha.com

The market expects U.S. inflation to come down faster than the Federal Reserve does. Here's my take on the disconnect between the Fed and Wall Street.Read full newsRead More

$USX - U.S. Xpress Enterprises, Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 10, 2023 / seekingalpha.com

The following slide deck was published by U.S. Xpress Enterprises, Inc.Read full newsRead More

$MSI - Motorola Solutions, Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 10, 2023 / seekingalpha.com

The following slide deck was published by Motorola Solutions, Inc.Read full newsRead More

$CRSR - Corsair Gaming, Inc. (CRSR) Q4 2022 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

Corsair Gaming, Inc. (NASDAQ:NASDAQ:CRSR) Q4 2022 Earnings Conference Call February 9, 2023 5:00 PM ETCompany ParticipantsRonald Van Veen - Vice President of Finance & Investor...Read full newsRead More

$KLBAY - Klabin S.A. (KLBAY) Q4 2022 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

Klabin S.A. (OTCPK:KLBAY) Q4 2022 Earnings Conference Call February 9, 2023 9:00 AM ETCompany ParticipantsCristiano Teixeira - Chief Executive OfficerMarcos Ivo - Chief Financial Officer...Read full newsRead More

$SHERF $S:CA - Sherritt International Corporation (SHERF) Q4 2022 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

Sherritt International Corporation (OTCPK:SHERF) Q4 2022 Earnings Conference Call February 9, 2023 10:00 AM ETCompany ParticipantsLucy Chitilian - Director, Investor RelationsLeon Binedell...Read full newsRead More

$SPX - Why A Recession Is Unlikely In 2023.

February 10, 2023 / seekingalpha.com

The $31T of public debt is simply the accounting of the money Congress has spent into the economy and not taxed back. Read why a recession is unlikely in 2023.Read full newsRead More

$CLSK - CleanSpark, Inc. 2023 Q1 - Results - Earnings Call Presentation.

February 10, 2023 / seekingalpha.com

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

$CLSK - CleanSpark, Inc. (CLSK) Q1 2023 Earnings Call Transcript.

February 10, 2023 / seekingalpha.com

CleanSpark, Inc. (NASDAQ:NASDAQ:CLSK) Q1 2023 Earnings Conference Call February 9, 2023 4:30 PM ETCompany ParticipantsIsaac Holyoak - Chief Communications OfficerZach Bradford - CEOGary...Read full newsRead More

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