Constellation Energy Group: Post-IRA, Possible M&A and Price Stability Much Better Going Forward
With recent tailwinds such as a beat and raise quarter along with the passage of the Inflation Reduction Act (IRA), we’re taking the time...
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Aug 8, 2022
MasTec: Record Backlog, Margins Under Pressure but the LT Transition & Outlook Remains Intact
Late last week Mastec (MTZ) released Q2/2022 financial results which were highlighted by revenues of $2.30B (consensus $2.23B, $1.96 in...
Aug 4, 2022
Strong Underlying Lithium Fundamentals Lead to Massive Guidance Increases: LTHM, ALB
Amid a stubbornly high lithium carbonate price which seems to have stabilized this summer at 475,500 (CNY/T) representing a YTD gain of...
Jul 28, 2022
Setting the Record Straight on the Effectiveness of the Russian Sanctions
As the Russian invasion of Ukraine reached the five month mark this past weekend, the global economy has since been put on the fast track...
Jul 25, 2022
Positive Outlook for Well Health; M&A in the Sector Heating Up Given Amazon, TPG and Telus
Late last week Well Health (WELL.CN) provided a business update for the Q2/2022 period, ahead of the quarterly earnings release expected...
Jul 20, 2022
Will Yara's Impressive Margins be Replicated in North America with CF, MOS and NTR ?
Yara International ASA (YARIY) reported improved y/y financial figures as it disclosed its Q2/2022 financial results on July 19th....
Jul 18, 2022
Dental Clinics, Suppliers and Medical Devices: Turn that Frown, Upside Down
Hardly anyone looks forward to their next dental visit but as we paid a routine visit to our nearby dental clinic last week, we managed...
Jul 13, 2022
Lithium Pricing Remains Resilient as M&A Deal Flow Keeps Coming
M&A activity in the lithium space continues to be hot with the latest takeover (announced on July 11) coming by way of China’s Ganfeng...
Jul 10, 2022
NuScale Power: Finally a Quality Way to Invest in the SMR Revolution
Fundamental events in the economic and/or political realm which have (or will have) massive world-wide ramifications usually provide the...
Jul 5, 2022
Alexco Resources: A Problematic Asset (Purchased at a Discount) is Still a Problematic Asset
This morning’s announcement of Hecla Mining's (HL) all-stock deal for Alexco Resources (AXU) should be taken with a sigh of relief from...
Jun 26, 2022
Given Multiple Compression, Is More Mining M&A on the Horizon ? Thoughts on UEX & KGC
Following this past week’s market rebound (reversing three consecutive weekly declines) we note that the market has seemingly (and...
Jun 20, 2022
Following the Record Q1, Steel Fundamentals Remain Strong, Buybacks Continuing, Backlog High
There were numerous operational and financial updates from various steelmakers last week. Capitalizing on a recurring theme of being able...
Jun 16, 2022
A Look at Gold, Rates, Equities and Currencies:
In light of the heightened market volatility brought on ever since last week’s hotter than expected May y/y CPI report, it was widely...
Jun 13, 2022
Despite the Current Macro Headwinds, Enterprise Spend Remains High
In light of the current inflation fueled market volatility which essentially have placed markets in bear market territory, thanks to the...
Jun 8, 2022
Momentum in Uranium Continues Given a Proposed $4.3B in DOE Purchasing
Bloomberg announced yesterday afternoon that the Biden administration was actively petitioning Congressional lawmakers to support a $4.3B...
Jun 6, 2022
If Stabilizing Yields and Peak Inflation ...Post Q1 Earnings, Semiconductors are Worth a Look
Since posting our last update on the semiconductor space (posted on February 6, 2020), clearly much has changed in the landscape as...
May 30, 2022
In-Situ Copper from Arizona: Taseko Mines & Arizona Sonoran Copper
Arizona is the largest copper producing state in the US, responsible for 68% of total national output in 2019. Many of the global base...
May 26, 2022
Calian Group: Stability Through Diversity
In light of the new investor landscape which has been influenced by rising rates and inflation hitting near 40 year highs, investor...
May 22, 2022
Palo Alto Networks: Now's The Time To Look At Defensive Tech
With eight consecutive weeks of declines, the NASDAQ has been seeing the full effects of a risk-off sentiment as multiples in the tech...
May 18, 2022
Energy Fuels: Is It Still A Uranium Miner, Or Is It Now A REE Refiner ?
Following Energy Fuels' (TSX:EFR, NYSE:UUUU) Q1/2022 financial results release (revenues of $2.9M and an EPS loss of $0.09) which were...
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