Gold and the Dollar Moving in Unison
Only sixteen months ago so many of the pundits in the financial community and were predicting that the U.S. Dollar would collapse, with...
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Apr 4, 2022
Long North American Uranium, Steer Clear of Kazatomprom
As we enter the first week of April 2022, we note that uranium spot price recently closed at $58.50/lb (UxC quote), representing a YTD...
Mar 27, 2022
Lithium Carbonate Pricing is +80% YTD
Given the continued trends of grid electrification and EV adoption, we have seen clear signs for the importance of battery technology,...
Mar 19, 2022
Looking for Nuggets in the Junior Gold Space
As spot gold advances to near the $2,000/ounce level, we note that m&a activity will likely increase in the gold sector. This on back of...
Mar 14, 2022
Ag Growth Intl': Positive Fundamentals with Negative Overhangs Waning
Ever since Russia’s invasion of Ukraine on February 24, much has been said about the threat to the upcoming planting/farming season in...
Mar 10, 2022
Energy Fuels: Be Wary of Numerous Corporate Commodity Pivots
As the West looks to diversify away from Russian oil and natural gas imports, a renewed focus has been placed in alternative energy...
Mar 5, 2022
Franco-Nevada: Gold Exposure, Inflation Protection and Energy Upside
Just nine weeks into the year 2022, the newsflow thus far has been dominated by massive market headwinds such as the increasing...
Feb 10, 2022
Cameco: Capitalizing on Current Opportunity in the Uranium Space
Less availability of physical uranium from the spot market coupled with growing uncertainty of supply (most notably from Kazakhstan) has...
Feb 8, 2022
Sabina Gold & Silver: Financing Overhang Lifted, Time to Revisit the Story ?
Sabina Gold & Silver Corp. (SBB) announced a long awaited financing package earlier today which will cover the Nunavut-based Goose Mine...
Feb 5, 2022
Crude at Highest Level Since 2014: Solid FCF for E&Ps
Given that fact that WTI crude oil futures last week surpassed the $90/bbl level for the first time since 2014, we remain constructive...
Feb 1, 2022
Ranking the Large Cap. Miners
From the commodity space we believe that the unprecedented levels of fiscal and monetary policies across the globe will lead to sustained...
Jan 31, 2022
The Time is Right (Once Again) For Lithium Americas
The lithium space remains hot with strong pricing underpinning solid EV fundamentals. Time to revisit our LAC trade ?
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