News

Key Points

• Data and sentiment suggest that the downturn in the mining industry is close to an end. Savvy investors can ride the next rally upward. 
• Analysts and the broader market support a

I am writing this personal letter to Crescat’s clients and followers ahead of our regular monthly research letter to literally pound the table on what I believe is one of the best times to deploy

• Half-year net gaming revenue rose 11%, ignoring currency effects, to £2.4bn
• Underlying operating profit up 25% to $307.4m
• £585m provision set aside for HMRC’s investigation into the legacy

Precious metals have been a popular investment for centuries. They are seen as a safe haven during times of economic turmoil and can provide a hedge against inflation. In recent years, there has

The global transition to net-zero emissions will require enormous amounts of investment, regulatory support, and raw material. In electrification metals, the demand ramp-up is particularly

Cleveland-Cliffs (NYSE:CLF) shares rose by as much as 4.0% during Monday’s trading session, which could have been taken as an optimistic expectation of better things to come. Some improving

Key Points

• Mullen Automotive guided for production and ramping revenue to begin this quarter. 
• The company’s cash position and undervalued stock led to a substantial share repurchase plan. 

Despite rising concerns around future interest rate hikes, renewed global recessionary fears, and the possibility of new restrictions on technology sales to China by U.S. firms at the end of June

• Patriot Battery Metals is a rare mining “unicorn”- a lithium explorer ascending to a $2bn valuation despite having acquired its core asset for $8m only 16 months ago (implying a 26000% return) and

As the white metal hangs on for dear life, the fundamentals continue to grow more ominous.

Unveiling the Reality

Although fears of a banking crisis helped propel silver north of $26, we

Key Points

• Commercial Metals Company has begun to rebound and could gain double-digits this year. 
• Selling prices have fallen, margins are improving, and cash flow is sound. 
• The outlook

As anxiety grips the white metal, is a retest of the 2023 lows or highs more likely? 

With the Fed’s hawkish crusade helping to suppress gold, silver, and mining stocks, the permabulls have gone