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

Jannas joined Atex in July 2020, having previously brought Valeriano to Hochschild Mining when he was their VP exploration.Read More

Anglo American (LSE: AAL) is buying a minority stake in Canada Nickel (TSXV: CNC; OTCQX: CNIKF) to advance its Crawford project in northern Ontario with improved processing as battery metals continue to spark investments. The London-based major is spending $24 million for a 9.9% share of Canada Nickel, whose main asset is the Crawford project near Timmins, the companies said in news releases on...Read More

Robert Stewart, founder and CEO of Geophysx Jamaica, a privately held prospect generator, discusses Jamaica's potential for precious metals, copper porphyries and more. Stewart spoke to Northern Miner staff reporter Henry Lazenby at AME BC Roundup in January. Read More

BYD recently overtook Tesla as the world's top EV maker (including PHEV) and may overtake Tesla in terms of BEVs. Click here to read my analysis of BYD.Read full newsRead More

Enbridge Inc. is one of the largest midstream companies in North America, with an extensive infrastructure network that spans the continent. Click here for more on ENB.Read full newsRead More

VGSH invests in U.S. short-term treasuries with an average maturity year of 2 years. Click to read our analysis why we'd rather own long-term bonds instead.Read full newsRead More

A10 Networks, Inc. (NYSE:NYSE:ATEN) Q4 2022 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsRob Fink - Investor RelationsDhrupad Trivedi - President and Chief...Read full newsRead More

AECOM (NYSE:NYSE:ACM) Q1 2023 Earnings Conference Call February 7, 2023 12:00 PM ETCompany ParticipantsWill Gabrielski - SVP, Finance, Treasury & IRTroy Rudd - CEOLara Poloni -...Read full newsRead More

H&R Block, Inc. (NYSE:NYSE:HRB) Q2 2023 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsMichaella Gallina - VP of IRJeff Jones - President and CEOTony Bowen -...Read full newsRead More

Costco's share price appears to be well ahead of its intrinsic value. Click here to read my analysis of COST stock.Read full newsRead More

NovoCure Limited recently generated stellar data for the Phase 3 (LUNAR) trial for non-small cell lung cancer. Click here for more on NVCR stock.Read full newsRead More

The RWJ ETF looks attractive in the current market environment - here's why.Read full newsRead More

Skyline Champion Corporation (NYSE:NYSE:SKY) Q3 2023 Earnings Conference Call February 7, 2023 9:00 AM ETCompany ParticipantsMark Yost - President and CEOLaurie Hough - CFOConference Call...Read full newsRead More

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

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

FedEx Corporation's stock price has increased in the last four months but has not rebounded to 2022 highs. Find out why I rate FDX a sell.Read full newsRead More

BNP Paribas SA (OTCQX:BNPQF) Q4 2022 Earnings Conference Call February 7, 2023 8:00 AM ETCompany ParticipantsJean-Laurent Bonnaf?(C) - Director and CEOLars Machenil - CFOConference Call...Read full newsRead More

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

Martin Turenne, President, CEO and Director of FPX Nickel Corp. (TSX-V: FPX | OTCQB: FPOCF) presents at the Metals Investor Forum on January 27-28, 2023_____...Read full newsRead More

Cogeco Communications had another quarter of weak Internet growth in Q1 F2023. Read why investors may want to research on other communication companies instead.Read full newsRead More