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
Apollo sees stars align at CalicoSPONSOREDapollo silverExcellon CEO hails 'transformational' La Negra acquisitionSPONSOREDexcellon resourcesSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resources Asante targets 400,000oz in 2023SPONSOREDasante gold corporationThat warning was contained in a preview of December 31 profits by the inves...Read More
Snowline Gold's CEO Scott Berdahl discusses the company's near-surface Valley gold discovery in the Yukon, which has returned unusually high grades compared to similar bulk-tonnage deposits. Berdahl spoke with Northern Miner staff reporter Henry Lazenby at the Vancouver Resource Investment Conference (VRIC) in January.Read More
What if Dr. Anthony Fauci co-authored an article on vaccines that would have gotten you and me blocked and banned at any point in the past three years? That just happened.His article in Cell -"Rethinking Next-Generation Vaccines for Coronaviruses, Influenzaviruses and Other Respiratory Viruses"-states it as plainly as possible: The COVID-19 vaccine didn't work because it couldn't work.First some r...Read More
The geophysical community lost a giant on Dec. 22, 2022, when Norm Paterson passed away, a month short of his 97th birthday. Paterson's remarkable career spanned a range of techniques and a number of companies that built strong legacies, with contributions to the full exploration cycle from instrument development to interpretation. He touched and influenced a number of prominent geophysicists alon...Read More
Zimmer Biomet posted promising Q4 results, with revenue beats down the line and improved gross margin. Click here to read my current thoughts on ZBH stock.Read full newsRead More
EMCORE Corporation (NASDAQ:NASDAQ:EMKR) Q1 2023 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsTom Minichiello - CFOJeff Rittichier - President and CEOConference...Read full newsRead More
Tri-Continental is an equities CEF and it has performed in line with the S&P 500 in the past year when looking at total returns. See why TY is a Hold.Read full newsRead More
Universal Corporation (NYSE:NYSE:UVV) Q3 2023 Results Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsCandace Formacek - VP and TreasurerGeorge Freeman - Chairman, President...Read full newsRead More
Amtech Systems, Inc. (NASDAQ:NASDAQ:ASYS) Q1 2023 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsErica Mannion - Investor RelationsMichael Whang - Chief Executive...Read full newsRead More
The following slide deck was published by The Walt Disney Company in conjunction with their 2023 Q1 earnings call.Read full newsRead More
Robinhood Markets, Inc. (NASDAQ:NASDAQ:HOOD) Q4 2022 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsChris Koegel - Vice President and Head-Investor RelationsVlad...Read full newsRead More
ASGN Incorporated (NYSE:NYSE:ASGN) Q4 2022 Results Conference Call February 8, 2023 4:30 PM ETCompany ParticipantsKimberly Esterkin - Investor RelationsTed Hanson - Chief Executive...Read full newsRead More
The following slide deck was published by Mattel, Inc.Read full newsRead More
Coca-Cola is a dividend-paying stalwart and has made a lot of people rich over the long run. Read more to see why KO stock is a Hold.Read full newsRead More
Federal Realty Investment Trust (NYSE:NYSE:FRT) Q4 2022 Results Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsLeah Brady - Vice President-Investor RelationsDonald Wood -...Read full newsRead More
Affirm Holdings, Inc. (NASDAQ:NASDAQ:AFRM) Q2 2023 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsZane Keller - Director, Investor RelationsMax Levchin - Founder...Read full newsRead More
The following slide deck was published by Blue Bird Corporation in conjunction with their 2023 Q1 earnings call.Read full newsRead More
Equinor had another record year for earnings and cash flow. Click here to read my earnings analysis of the company and why I rate EQNR stock a Strong Buy.Read full newsRead More
In 2022, Embotelladora Andina's net sales rose by 20.2% while the operating income increased by 24.4% in USD. Read more to see my thoughts on the stock.Read full newsRead More
MGM Resorts International (NYSE:NYSE:MGM) Q4 2022 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsAndrew Chapman - Director, IRBill Hornbuckle - CEO and...Read full newsRead More