The bottom line: Our fair value estimate for no-moat Fortescue remains $16.60. Shares are overvalued, trading 40% above our ...
Silver is not a stranger to parabolic bull markets. It spiked roughly 100% when the U.S. government abandoned pegging the ...
Basic scenario. Current N rate = 215 pounds per acre. Nitrogen cost is $0.50 per pound, and corn is $4 per bushel.
Elevra Lithium sits between exploration and mature production, offering operating leverage. Read why I rate ELVR stock a Hold right now.
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Not all that glitters is gold eteris Paribus

By Senyo K. HosiOne of the memories of Jesus that continue to baffle me is his first miracle. Why on earth did he not heal ...
Long view: Vale and Deterra shares are fairly valued but our other iron ore miners are overvalued by up to 50%, likely due to ...
Village Farms International, Inc. is Strong Buy due to lowest unit cost production & highest-margin global distribution. Read more on VFF stock here.
Analysts have been calling the end of the iron ore boom for years. Yet it has spent nine lives recovering from any swoon and ...
AI changes the tools, cost structures and even what users expect. What it doesn't change: the hard work of figuring out ...
Our playbook for investing in commodities has historically been to identify high-quality assets that sit at attractive points ...
My research indicates that transportation planning often overvalues speed and undervalues other goals — affordability, ...
Producers must weigh genetics and trait benefits against potential yield losses when choosing between expensive and budget ...