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Featured Report: Contrarian alert: Insiders buy as Allied Gold slides after debut

In our latest Globe and Mail Who is Buying and Selling feature published this weekend, we looked at Allied Gold (AAUC) led by former Yamana Gold CEO Peter Marrone. Since going public in September, 2023, insiders have spent almost $5 million buying shares in the public market.

Insider chart from the June 3, 2024 Morning INK Report

We featured Allied Gold for community members in the June 3rd Morning INK Report. Similar to last week, we characterized the situation as a contrarian setup. These types of contrarian situations, if successful, can take a year or more to play out.

Featured Report: Contrarian alert: Insiders buy as Badger Infrastructure stock slides

In our most recent weekend Globe and Mail Who is Buying and Selling feature, we looked at Badger Infrastructure Solutions (BDGI) where insiders have spent a total of $521,643 buying shares in the public market over the past month.

Insider chart from the May 29th Morning INK Report

We featured Badger Infrastructure for community members in the May 29th Morning INK Report. In the report, we characterized the situation as a contrarian setup. These types of contrarian situations, if successful, can take a year or more to play out.

Featured Report: Osisko Metals catches a copper wave

In our most recent weekend Globe and Mail Who is Buying and Selling feature, we looked at Osisko Metals (OM) where CEO Robert Wares has spent $213,655 buying shares in the public market since late August.

Insider chart from the May 17th Morning INK Report

Last week, we featured Osisko Metals for community members in the May 17th, 2024 Morning INK Report. If you are not a member, join us today to download the report and secure a Canadian Insider edge with expanded data and INK Research report coverage.

Curaleaf and 7 others to join the INK Canadian Insider Index

INK Research has announced changes to the INK Canadian Insider Index as a result of the rules-based quarterly review. These changes will be effective at the close on Friday, May 17, 2024.

 

The Index is one of the best performing broad North American indices so far in 2024.

ADDITIONS (Name and Symbol):

TD Bank leads the INK top 100 issuers with buybacks in April 2024

After Canadian issuers buy back their shares in any given month, they have until the 10th day of the following month to file their buybacks in SEDI. At INK, we go through the filings after the deadline and compile a list of the top 100 issuers with buybacks for the previous month.

TD Bank had the most share buybacks in April

Below we present the top 5 from the April top 100 list.

Featured Report: The insider flame still burns for two natural gas stocks

In our most recent weekend Globe and Mail Who is Buying and Selling feature, we looked Advantage Energy (AAV) where a new director bought 40,000 shares on March 21st.

Insider chart from the May 7th Morning INK Report

Earlier in the week, we featured Advantage Energy along with Tourmaline Oil (TOU) for community members in the May 7th, 2024 Morning INK Report. If you are not a member, join us today to download and secure an edge with expanded data and report coverage on Canadian insider.

Market Report: Key commodities may dodge the recession bullet in an electric world

If North America hits an economic rough patch, the North American Utilities sector and its key commodities suppliers may offer places to hide.

Despite economic headwinds, Industrials insiders are buying

To build out capacity to service AI server farms, utilities will likely need more copper, uranium, and natural gas.

Featured Report: District Metals CEO buys ahead of uranium May day in Sweden

In our weekend Globe and Mail Who is Buying and Selling feature, we looked District Metals (DMX) where CEO Garrett Ainsworth has added to his already significant holdings by spending $37,509 to buy more shares in the public market over the past 180 days .

Garret Ainsworth insider filings table on Canadianinsider.com (click image for larger)

Earlier in the week, we featured District Metals for community members in the April 30, 2024 Morning INK Report. If you are not a member, join us today to download and secure an edge with expanded data and report coverage on Canadian insider.

Top 20 Mining & Crypto Equities: The great wall of dollar resistance

In our late September Top Mining & Crypto Report, we made the case that the dollar was about to hit a dead end against its rivals including precious metals. While we were too optimistic about the prospects for the yen, the dollar has indeed fallen against other major currencies since the report, notably the Chinese renminbi and euro (yes it is true). On a composite basis, the broad dollar index has failed to move above its fall 2023 highs despite the weak yen. Most importantly, the dollar peaked against gold within days of our September report.

Anthony Blinken and Xi Jinping in Beijing

 

We continue to hear talk of an impending devaluation of the Chinese currency against the dollar. This would be a headwind for commodities and potentially gold. However, we expect China to resist devaluing its currency unless it is hit with tariffs against key exports by the European Union or the United States.

Market Report: Canadian energy stocks crush Apple as copper miners overtake NVIDIA

Canadian insider sentiment remains upbeat even as stocks rally led by oil patch names which have been outperforming mega-cap Apple (AAPL) since mid-July 2023.

Stocks tracked by the INK Canadian Insider Index are up 13.7% so far in 2024.

Now, copper producers are beating NVIDIA (NVDA) over the past 60 days.

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