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

2 REITs To Help You Sleep Well At Night.

January 22, 2023 / seekingalpha.com

In this article, I would like to highlight two SWAN stocks that are perfect for almost any investor profile. Check out our picks.Read full newsRead More

$DDOG - Datadog Could Potentially Double On Valuation Reflation.

January 22, 2023 / seekingalpha.com

I think Datadog is too cheap, the chart looks like the bears are finally starting to lose momentum. See why I'm sticking with my buy rating on DDOG stock.Read full newsRead More

$EFX - Equifax: Some Thoughts Heading Into 2023.

January 22, 2023 / seekingalpha.com

Equifax's softer performance and big recent rebound make me cautious. Click here to see why I feel no temptation to acquire EFX stock.Read full newsRead More

$SP500 $SPX - A Massive Inflation Shock Could Come Sooner Than You Think.

January 22, 2023 / seekingalpha.com

Investors are counting on inflation melting away by the summer. Click here to read the reasons why inflation may come back sooner than you think.Read full newsRead More

$VIOT - Viomi: Valuation Below Cash Position And Results Likely To Recover.

January 22, 2023 / seekingalpha.com

Viomi's results were affected significantly by China's zero COVID policy. Click here to see why I rate VIOT stock as a speculative buy.Read full newsRead More

$EMBC - Embecta: Taking A Second Look At This Recent Spin-Off.

January 22, 2023 / seekingalpha.com

Medical devices company Becton, Dickinson spun off Embecta last year. Click here to read my analysis of EMBC stock and why it is a hold.Read full newsRead More

$DMTK - DermTech: Momentum Rising With TRICARE.

January 22, 2023 / seekingalpha.com

DermTech's skin diagnostic test, dubbed DMT, has an uncanny ability to pick up the highly prevalent skin cancer, melanoma. Read why DMTK stock is a Buy.Read full newsRead More

$VICR - Vicor: Impressive Increase In Brick Products Sales, And Undervalued.

January 22, 2023 / seekingalpha.com

I am optimistic about Vicor's future and differentiation strategy. Read more to see my PTs for VICR stock and why I believe the stock is undervalued.Read full newsRead More

$ZUO - Zuora: Perfect Rebound Play.

January 22, 2023 / seekingalpha.com

Shares of Zuora have slipped nearly 60% over the past year. See why ZUO stock is one of the cheapest SaaS stocks on the market.Read full newsRead More

Dividend Champion, Contender, And Challenger Highlights: Week Of January 22.

January 22, 2023 / seekingalpha.com

Weekly summary of dividend activity for dividend champions, contenders, and challengers. Read more to see the companies with upcoming ex-dividend dates.Read full newsRead More

Russian Sanctions: Rupee Deals Hit by Currency Worries

January 22, 2023 / www.idexonline.com

(IDEX Online) - Indian diamond traders are too worried about volatile currency exchanges to buy Russian diamond in rupee.The welcomed the announcement last July that nine banks were opening "vostro accounts", allowing them to maintain business ties, despite Western sanctions against Moscow.But imports of rough from Russia have fallen by 40 per cent since April 2022 and not a single diamond trader...Read More

Richemont Jewelry Sales Rise, Despite Covid in China

January 22, 2023 / www.idexonline.com

(IDEX Online) -  Richemont saw jewelry sales rise by 11 per cent in the last three months of 2022, despite a Covid-related slump in China.Buccellati, Cartier and Van Cleef & Arpels drove much of the increase, the company said in an update. Jewelry was its best performing sector.Total revenue across all jewelry brands for the quarter was $4.03bn. Watch sales fell three per cent to $1.04bn...Read More

Lucara Boss Urges EU to Sanction Russian Diamonds

January 22, 2023 / www.idexonline.com

(IDEX Online) - Eira Thomas, chief executive of Canada-based Lucara Diamonds, says Russian diamonds "should be sanctioned".She told the Financial Times (FT) that, in her personal view, the EU should outlaw its gems when its 27 member countries adopts a new package of sanctions early next month.Belgian imports of Russian diamonds fell to $167m in the three months to the end of September 2022, aroun...Read More

So What's Replacing the Dollar?

January 21, 2023 / dailyreckoning.com

We've all heard about how the dollar's days as the world's leading reserve currency are numbered. Much of the world wants a new monetary system that isn't based on the dollar.The U.S. weaponization of the dollar against nations it deems hostile, like Russia, has only intensified the calls for change. What exactly will replace the dollar standard is a matter of debate, but many agree that it's just...Read More

Bolivia picks CATL consortium for lithium development...

January 21, 2023 / www.mining-journal.com

The CBC consortium won a tender process, which also involved participants from the USA and Russia.Read More

Glencore halts operations in Peru due to violent protests

January 21, 2023 / www.northernminer.com

Following an attack on Jan. 20 that set on fire a worker housing area, Glencore (LSE: GLEN) announced that it has halted operations at the Antapaccay copper mine in southern Peru.In a media statement, the company said that the incidents endangered the safety of its employees and, therefore, authorities should start taking action to safeguard people's integrity and private property rights. Accordi...Read More

BHP closes at record high on ASX

January 20, 2023 / www.mining-journal.com

Look beyond market approach to project valuations: van ZylLeadershipRed Dirt rockets toward mining in 2023SPONSOREDred dirt metalsCan EV battery metal continue its incredible bull run?SPONSOREDSheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedThe stock had several record closes earlier this week before easing mid-week.Shares rose as high as $50.09 and c...Read More

Picking North America M&A targets

January 20, 2023 / www.mining-journal.com

Garnet cuts the path for Heavy Minerals' production plansSPONSOREDheavy minerals limitedRed Dirt rockets toward mining in 2023SPONSOREDred dirt metalsCan EV battery metal continue its incredible bull run?SPONSOREDSheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedAnalysts at Toronto-based Canaccord Genuity see miners Marathon Gold, O3 Mining, Probe G...Read More

The curse and the wolf: Mongolia's resources reckoning...

January 20, 2023 / www.mining-journal.com

Garnet cuts the path for Heavy Minerals' production plansSPONSOREDheavy minerals limitedRed Dirt rockets toward mining in 2023SPONSOREDred dirt metalsCan EV battery metal continue its incredible bull run?SPONSOREDSheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedWhether they'll work remains to be seen.Read More

BHP closes at record high on ASX

January 20, 2023 / www.mining-journal.com

The stock had several record closes earlier this week before easing mid-week.Shares rose as high as $50.09 and closed 0.5% higher at $49.95, giving it a market capitalisation of $253 billion.The stock has been buoyed by a positive start to the year for the key commodities it produces - iron ore and copper - due to China's reopening after the abandonment its strict COVID zero policy.BHP also report...Read More

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