reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Long-Term Breakouts for Emerging & Frontier Markets The bullish outlook we initiated in early November 2023 remains intact. The S&P 500 and Nasdaq 100 (QQQ) still refuse to close below their 20-day MAs/21-day EMAs for more than 2-3 consecutive days -- and even if/when they do, important supports are close by, including at 4983-5050 on the S&P 500 and $425-$433 on QQQ (gap supports from 2/22/24). The Fed's next move is almost guaranteed to be a cut (though when it happens is up for debate). And ...
GBX GREENBRIER COMPANIES INC.
HL HANNIBAL LEASE
WLK WESTLAKE CHEMICAL CORPORATION
TRN TRINITY INDUSTRIES INC.
OEC ORION ENGINEERED CARBONS SA
KOP KOPPERS HOLDINGS INC.
BAK BRASKEM S/A ADS
MX. METHANEX CORPORATION
EDR. ENDEAVOUR SILVER CORP.
SVM. SILVERCORP METALS
FR. FIRST MAJESTIC SILVER CORP.
FVI. FORTUNA SILVER MINES INC.
PAAS PAN AMERICAN SILVER CORP.
CENX CENTURY ALUMINUM COMPANY
GATX GATX CORPORATION
KALU KAISER ALUMINUM CORPORATION
RAIL FREIGHTCAR AMERICA INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
VVV VALVOLINE INC.
AA ALCOA CORPORATION
FSTR L.B. FOSTER CO.
RIO RIO TINTO PLC
WPM WHEATON PRECIOUS METALS CORP
NOHA NORSK HYDRO ASA ADS
AWCMY ALUMINA LTD ADS
CSTM CONSTELLIUM SE CLASS A
CDE COEUR MINING INC
PLG PULDIN LION GROUP REIT-SOFIA
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
More Long-Term Breakouts; Bullish Outlook Intact We remain bullish on the S&P 500 and Nasdaq 100 (QQQ), as they both refuse to close below their 20-day MAs or 21-day EMAs for more than 2-3 consecutive days. There is nothing that says this can't continue. With that said, once we do get 2-3 closes below the 20-day MAs or 21-day EMAs on the S&P 500 and QQQ, it would mark the beginning of a pullback (a potentially rapid one, at that), with next supports currently at 4983-5050 on the S&P 500 and $42...
VGZ. VISTA GOLD CORP.
NGD. NEW GOLD INC.
GORO GOLD RESOURCE
FCX FREEPORT-MCMORAN INC.
TKO. TASEKO MINES LIMITED
EGO ELDORADO GOLD CORP.
EDR. ENDEAVOUR SILVER CORP.
SEA SEABRIDGE GOLD
SCCO SUPREME CABLE MANUFACTURING & COMMERCE
SMT SIERRA METALS
CENX CENTURY ALUMINUM COMPANY
KALU KAISER ALUMINUM CORPORATION
BVN... COMPANIA DE MINAS BUENAVENTURA SAA SPONSORED ADR
AA ALCOA CORPORATION
AWCMY ALUMINA LTD ADS
CSTM CONSTELLIUM SE CLASS A
MUX MCEWEN MINING INC.
USGO U.S. GOLDMINING INC
Wheaton Precious Metals Corp: 2 directors
Two Directors at Wheaton Precious Metals Corp sold after exercising options/sold 101,850 shares at between 61.324CAD and 62.020CAD. The significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary tra...
- Alison Turner
Wheaton Precious Metals - Celebrating the Ides of March
Wheaton’s (WPM’s) Q4/FY23 results were released after the market close on 14 March, within the context of known metals sales and almost known production. Even so, net earnings were US$2.9m (or 1.8%) better than our prior forecast for the quarter, largely as a result of achieved metals prices that were higher than average market prices. Otherwise, the quarter was characterised by accelerated levels of investment into underlying mineral streams and the announcement of a new, progressive dividend p...
- Alison Turner
Wheaton Precious Metals - Putting WPM onto GMT
On 20 February, Wheaton Precious Metals (WPM) announced that it had produced 14,615oz (15.2%) and sold 18,618oz (19.3%) more gold than our prior expectations for Q423, and produced 326koz (7.8%) and sold 530koz (20.0%) more silver. As a result, ahead of Q423/FY23 results scheduled for 14 March, we have increased our EPS forecast for Q423 by 25.3%, to close to the top of the range of market expectations for both the quarter and the full year.
- Sid Rajeev
- MarketLine Department
Coeur Mining, Inc - Mergers & Acquisitions (M&A), Partnerships & Allia...
Summary Marketline's Coeur Mining, Inc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Coeur Mining, Inc - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments...
- MarketLine Department
Newmont Mining Corporation - Mergers & Acquisitions (M&A), Partnership...
Summary Marketline's Newmont Mining Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Newmont Mining Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Allianc...
- Sid Rajeev
- Alison Turner
Wheaton Precious Metals - Putting net cash to work
On 15 November, Wheaton Precious Metals acquired three streams from Ivanhoe’s Platreef project in South Africa, BMC Minerals’ Kudz Ze Kayah project in the Yukon and Dalradian’s Curraghinalt project in Northern Ireland. In summary, the streams allow for varying purchases of precious metals by Wheaton at varying prices and we calculate that the trio will add an initial c 26.3koz of gold equivalent ounces (GEOs) to WPM’s production profile from FY25, rising to c 35.4koz GEOs when all three are in p...
- Alison Turner
Wheaton Precious Metals - Teeing up to hit long-term targets
Wheaton Precious Metals’ (WPM’s) Q323 profits exceeded our prior forecasts by US$4.0m (or 3.4%) at the pre-tax level and by US$4.2m (or 3.6%) at the post-tax level, driven by very strong production performances at Salobo and Constancia in particular. Production during the quarter amounted to 154,800oz gold equivalent ounces (GEOs) compared to our prior estimate of 151,919oz, as a consequence of which our FY23 production forecast remains within the company’s 600–660koz GEO guidance range, while o...
- Alison Turner
Wheaton Precious Metals - Honing Q323 numbers
Wheaton Precious Metals’ (WPM’s) Q323 results are scheduled for 9 November. This note adjusts our forecasts – principally for Q3 – for metals prices ( 0.3% simple average for the quarter since our last note), Penasquito (returning to production from mid October, rather than end August), a new life of mine production profile at Constancia (in the aftermath of a site visit in late September) and production at Salobo, Sudbury and Voisey’s Bay (in the aftermath of Vale’s production and sales report ...
- MarketLine Department
Coeur Mining Inc - Strategy, SWOT and Corporate Finance Report
Summary Coeur Mining Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Coeur Mining Inc (Coeur) is a precious metals mining company. It carries out the exploration, production and development of silver and gold mining assets in the US, Canada and Mexico and expl...
- Sid Rajeev
- Sid Rajeev
- Alison Turner
Wheaton Precious Metals - Peerless
Wheaton’s Q223 results exceeded our expectations. Production of gold equivalent ounces (GEOs) was 4.6% higher than our prior forecasts, while sales of GEOs were 6.9% higher, driving a positive variance in revenue of 6.6%, or US$16.4m. This was partially offset by costs but nevertheless resulted in a US$7.8m (or 5.4%) positive variance in earnings from operations that, to all intents and purposes, dropped through to the bottom line.
- Ben Pirie
Mining Monthly: July Edition
What you need to know: • The precious metals markets rebounded well in July following a healthy consolidation period in May and June. • M&A continued to be light in July, primarily due to the new uncertainty regarding interest rates following strong economic data and the BoC and the Fed raising rates. • Safe-haven assets like gold and silver continue to look highly attractive with mining equities trading close to trough multiples, creating buying opportunities for when investment dollars flow ba...
EDG. ENDURANCE GOLD
OR OSISKO GOLD ROYALTIES LTD
TXG 10X GENOMICS INC CLASS A
PRB PROBE METALS INC.
STGO STEPPE GOLD LTD.
ARTG ARTEMIS GOLD
ETU TOREX GOLD RESOURCES INC. (TXG)
PNTZF E2GOLD INC
OMG TRIGON METALS INC.
ENDG.F OMAI GOLD MINES CORP
3EG ENDURANCE GOLD CORPORATION
FIL FILO CORP
- Alison Turner
Wheaton Precious Metals - Honing Q223 forecasts
Ahead of Wheaton Precious Metals’ (WPM’s) Q223 results, scheduled for 10 August, we have honed our forecasts to reflect, principally (1) Newmont’s suspension of mining at Penasquito since 8 June, (2) updated metals prices, (3) estimated production from Salobo in the light of Vale’s Q223 production and sales report (released on 18 July) and (4) the closure of the Minto mine on 13 May. As a result, we have reduced our Q223 basic EPS forecast by 5 US cents per share to 28 cents per share and our FY...
- Sid Rajeev
- Sid Rajeev
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.