BMO Equity Research IN Tune BMO Capital Markets Equity Research

Tamy Chen and Emily Foo join this edition of our IN Tune podcast to discuss their recent report entitled “Dollarcity 101: Resonating So Far With Runway for Growth” and how recent quarters of strong equity income growth from Dollarama’s (DOL) joint venture in LATAM called Dollarcity has brought increasing attention to this business as it could provide the second leg of multi-year growth when DOL eventually matures in Canada.
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To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

This week we have a special episode of IN Tune sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst, BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s President and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SldQc294alVqTDhXVVh6VWR0UW4xY3RRYUx5aGFsMzByQzVGekhpZCtXVXNxcU1hN1huVUkxR2xpUEQ4SmRuTGdrMXZJOC9HT2NvTFIxUzFqdytPTEE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this episode we preview BMO’s 33rd Global Metals, Mining and
Critical Minerals conference, and discuss the annual zinc treatment charge
negotiations.  11 min
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/QkRSMEVVTDBUcG9GS3RNZDJxUTd0ZjFvUmdvSnNkMEJhSHJvd0ZOOElXVDdIdnlXbEc4ei9xMzdRUmtHUFNYcERMZTZyUGlzdmlTakx5UFBFUlgyR1E9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected.
BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e9d00408-6249-4535-80d7-25496e8af494/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WDJENEJodnNFL1RyYWIrVDRTVHlPQi9OMS9tekpBVFYvZFoyc05IeXpQTElCSlo0NGFXemFHNlprVFBYejI3bjI5Smxndk1Nb29BdURLL3hUczdRZmc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment towards uranium, and the demand growth potential from small modular reactors. (18 min).
BMO clients can view our report, "U Kids on the Block", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/d1f5bec3-dfbe-418b-9674-948f8ba6a84e/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/MmtwT0dqQzJRYklaQmQrbVBjZmJHZ1RWVVMzN2hyd2VFNzdNMmc4amVzdGNPRUNhZmFlaFpST0xsYkQvazZPTVdhQWhJNW14OHFUZERNSlVLbUhpZ3c9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

Fadi Chamoun and John Stephenson join this edition of our IN Tune podcast to discuss their recent report on FedEx and its well-received cost reduction plan. Although the plan is sizeable and recent results are favorable, they argue that the program needs to be deeper and bolder and see the risk/reward in the stock as more balanced despite the encouraging steps FDX has taken to improve efficiency.
BMO clients can view our report, “FDX/UPS Comparative Analysis: Deeper & Bolder DRIVE Needed”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/8e109870-0fcb-4e7a-841a-c26227a2c822/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SFROWlVDM1RJRWUvNXFEaWxGekoyMjFITVpFdUtsTGFJYVZLU2JTbjQxaGplbXVHd1hJT3Z3VEZuQkJpUEQ4RkhlaDlXcmxSc2RZSkYxYll1SmJQMEE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/