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

$RAMP - LiveRamp Holdings, Inc. (RAMP) Q3 2023 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

LiveRamp Holdings, Inc. (NYSE:NYSE:RAMP) Q3 2023 Results Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsDrew Borst - VP of IRScott Howe - CEOWarren Jenson - President and...Read full newsRead More

$MORF - Morphic Holding: Technical Case For Tactical Medium-Term Buy (Technical Analysis).

February 08, 2023 / seekingalpha.com

Morphic Holding has curled up off recent lows and caught a strong bid into the new year. Click here to read my technical analysis on MORF stock.Read full newsRead More

$OPEN - Opendoor To Likely Remain Unprofitable As Market Dynamics Remain Unfavorable.

February 08, 2023 / seekingalpha.com

Opendoor's business model may be flawed, especially in the current market. Read more to see my thoughts on OPEN stock and why it could be a classic value trap.Read full newsRead More

$EXEL - Exelixis, Inc. (EXEL) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Exelixis, Inc. (NASDAQ:NASDAQ:EXEL) Q4 2022 Results Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsSusan Hubbard - EVP, Public Affairs and IRMike Morrissey - President and...Read full newsRead More

$DLA - Delta Apparel, Inc. (DLA) Q1 2023 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Delta Apparel, Inc. (NYSE:NYSE:DLA) Q1 2023 Results Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsRobert Humphreys - Chairman and Chief Executive OfficerNancy Bubanich -...Read full newsRead More

$CMG - Chipotle Mexican Grill, Inc. (CMG) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Chipotle Mexican Grill, Inc. (NYSE:NYSE:CMG) Q4 2022 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsCindy Olsen - Head-Investor Relations and StrategyBrian Niccol -...Read full newsRead More

$DDI - DoubleDown Interactive Co., Ltd. (DDI) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

DoubleDown Interactive Co., Ltd. (NASDAQ:NASDAQ:DDI) Q4 2022 Earnings Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsJeff Grampp - Investor RelationsIn Keuk Kim - Chief...Read full newsRead More

$WU - The Western Union Company (WU) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

The Western Union Company (NYSE:NYSE:WU) Q4 2022 Results Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsBrad Windbigler - IRDevin McGranahan - CEOMatthew Cagwin -...Read full newsRead More

$LZB - La-Z-Boy: Retail Focus And Weak Cash Flow Could Spell Slowdown Ahead.

February 08, 2023 / seekingalpha.com

Although La-Z-Boy has had strong earnings growth, its free cash flow growth isn't picking up. Read more to see why we recommend LZB stock a Sell.Read full newsRead More

$PETS - PetMed Express: Short Puts Make Much More Sense.

February 08, 2023 / seekingalpha.com

I think PetMed's Q3 results were less bad than they were in Q2, but the company is still struggling. Click here to see my options strategy on PETS stock.Read full newsRead More

$TBIIF - Tobii AB (publ) 2022 Q4 - Results - Earnings Call Presentation.

February 08, 2023 / seekingalpha.com

The following slide deck was published by Tobii AB (publ) in conjunction with their 2022 Q4 earnings call.Read full newsRead More

$TBIIF - Tobii AB (publ) (TBIIF) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Tobii AB (publ) (OTCPK:TBIIF) Q4 2022 Earnings Conference Call February 7, 2023 3:00 AM ETCompany ParticipantsAnand Srivatsa - Chief Executive OfficerMagdalena Andersson - Chief Financial...Read full newsRead More

$BTC-USD - Bitcoin: The February Fed And 6 More Weeks Of Crypto Winter.

February 08, 2023 / seekingalpha.com

The Fed forecast implies meaningfully higher rates for substantially longer than market participants currently anticipate. Find out what this means for Bitcoin investors.Read full newsRead More

$OMC - Omnicom Group Inc. (OMC) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Omnicom Group Inc. (NYSE:NYSE:OMC) Q4 2022 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsGregory Lundberg - Senior Vice President, Investor RelationsJohn Wren -...Read full newsRead More

$RRR - Red Rock Resorts, Inc. (RRR) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Red Rock Resorts, Inc. (NASDAQ:NASDAQ:RRR) Q4 2022 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsStephen Cootey - Executive Vice President, Chief Financial Officer...Read full newsRead More

$DHX - DHI Group, Inc. (DHX) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

DHI Group, Inc. (NYSE:NYSE:DHX) Q4 2022 Results Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsTodd Kehrli - MKR Investor RelationsArt Zeile - Chief Executive OfficerKevin...Read full newsRead More

$INNV - InnovAge Holding Corp. (INNV) Q2 2023 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

InnovAge Holding Corp. (NASDAQ:NASDAQ:INNV) Q2 2023 Earnings Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsRyan Kubota - Investor RelationsPatrick Blair - President and...Read full newsRead More

$BP - BP: Better Production, Better Prices, Big Profits.

February 08, 2023 / seekingalpha.com

BP will spend an incremental $1 billion per year on hydrocarbon projects. Click here to read what this change in strategy means for BP stock.Read full newsRead More

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

February 08, 2023 / seekingalpha.com

UDR, Inc. (NYSE:NYSE:UDR) Q4 2022 Earnings Conference Call February 7, 2023 1:00 PM ETCompany ParticipantsTrent Trujillo - Director, Investor RelationsThomas Toomey - Chairman and Chief...Read full newsRead More

$SGDJ - SGDJ: Underweight On Junior Gold Mining Stocks.

February 08, 2023 / seekingalpha.com

Quantitative metrics suggest that the Sprott Junior Gold Miners ETF's investment strategy provides underwhelming value additivity. Read our take on SGDJ here.Read full newsRead More

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