Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul><li>What you need to know: • A2Gold provided a technical overview of the antimony mineralization at its newly acquired Taylor Gold Project in White Pine County, Nevada.</li><li>• The Company has identified two distinct styles of antimony mineralization across the property and highlights high-grade historical production from two past-producing mines on the property.</li><li> • Since our last research note, AUAU also reported that it has entered into a binding LOI to acquire 26 inlier lode claims within the central portion of the Taylor land package.</li></ul>

What you need to know: • A2Gold provided a technical overview of the antimony mineralization at its newly acquired Taylor Gold Project in White Pine County, Nevada.• The Company has identified two distinct styles of antimony mineralization across the property and highlights high-grade historical production from two past-producing mines on the property. • Since our last research note, AUAU also reported that it has entered into a binding LOI to acquire 26 inlier lode claims within the central portion of the Taylor land package.

AUAU: Taylor Mineralization Supports District Opportunity; Preparing Drill Targets

<ul><li>What you need to know: • A2Gold has entered a binding LOI to acquire a 100% interest in the Taylor Gold-Silver Project in Nevada from White Pine Precious Metals for C$10M in shares plus US$1M in deferred cash.</li><li> • The project hosts a historic 11Moz M&I silver resource at 2.89 oz/t Ag based on a US$17/oz Ag price, which increases to ~17.9Moz M&I and 2.7Moz Inferred at US$30/oz.</li><li>• The Taylor Project is district-scale, offering exposure to both gold and silver with significant exploration upside, and is located within the top-ranked mining jurisdiction.</li></ul>

What you need to know: • A2Gold has entered a binding LOI to acquire a 100% interest in the Taylor Gold-Silver Project in Nevada from White Pine Precious Metals for C$10M in shares plus US$1M in deferred cash. • The project hosts a historic 11Moz M&I silver resource at 2.89 oz/t Ag based on a US$17/oz Ag price, which increases to ~17.9Moz M&I and 2.7Moz Inferred at US$30/oz.• The Taylor Project is district-scale, offering exposure to both gold and silver with significant exploration upside, and is located within the top-ranked mining jurisdiction.

AUAU: Acquiring District-Scale Nevada Project; Raising Our Target Price

<ul>
<li>Precious metals were mixed in May amid easing geopolitical tensions, with gold down 1.7% and silver up 2.6%.</li>
<li>Mining equities finished broadly higher, with the GDX up 1.3%, GDXJ up 2.4%, despite gold’s pullback, while SILJ gained 5.8% and COPX climbed 10.7%, with the TSX up 2.1% and the S&amp;P500 up 5.4%.</li>
<li>M&amp;A momentum further accelerated in May with Equinox Gold’s ~US$5.1B all-share acquisition of Orla Mining to create North America’s second largest gold producer (~1.1Moz of annual projection), building on Agnico Eagle’s and G Mining Ventures’ large deals in April.</li>
</ul>


Precious metals were mixed in May amid easing geopolitical tensions, with gold down 1.7% and silver up 2.6%.
Mining equities finished broadly higher, with the GDX up 1.3%, GDXJ up 2.4%, despite gold’s pullback, while SILJ gained 5.8% and COPX climbed 10.7%, with the TSX up 2.1% and the S&amp;P500 up 5.4%.
M&amp;A momentum further accelerated in May with Equinox Gold’s ~US$5.1B all-share acquisition of Orla Mining to create North America’s second largest gold producer (~1.1Moz of annual projection), building on Agnico Eagle’s and G Mining Ventures’ large deals in April.


Canterra Minerals Corp - Mining Monthly: May Edition

<ul>
<li>This morning, A2Gold released assays for three drill holes at its 100% owned Eastside Project in Nevada.</li>
<li>Results included 2.9 g/t Au &amp; 9.8 g/t Ag over 20m in the Mcintosh zone and successfully extended mineralization 70m at depth.</li>
<li>Today’s results continue to demonstrate the resource growth potential of the Eastside system, which will be included in an upcoming MRE and followed up with an 18,000m RC program starting next week.</li>
</ul>


This morning, A2Gold released assays for three drill holes at its 100% owned Eastside Project in Nevada.
Results included 2.9 g/t Au &amp; 9.8 g/t Ag over 20m in the Mcintosh zone and successfully extended mineralization 70m at depth.
Today’s results continue to demonstrate the resource growth potential of the Eastside system, which will be included in an upcoming MRE and followed up with an 18,000m RC program starting next week.


AUAU: Eastside System Extended 70m at Depth; Updated MRE in H1/26

<ul>
<li>This morning, A2Gold announced preliminary results and the identification of several high-priority drill targets from its property-wide geophysical program at the 100% owned Eastside Project, Nevada.</li>
<li>A2 closed a $10.5M financing, led by Kinross and including Eric Sprott, leaving AUAU cashed up with ~$13M to aggressively advance exploration.</li>
<li> We are increasing our target price from $1.20/share to $1.70/share.</li>
</ul>


This morning, A2Gold announced preliminary results and the identification of several high-priority drill targets from its property-wide geophysical program at the 100% owned Eastside Project, Nevada.
A2 closed a $10.5M financing, led by Kinross and including Eric Sprott, leaving AUAU cashed up with ~$13M to aggressively advance exploration.
 We are increasing our target price from $1.20/share to $1.70/share.


AUAU: Geophysics Defines Drill Targets; Increasing Target Price

Canada

Allegiant Gold Ltd. provides mining services. The Company offers gold and silver mining services. Allegiant Gold develops its projects in the United States

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Allegiant Gold (AUAU CN)

AUAU: Taylor Mineralization Supports District Opportunity; Preparing Drill Targets

What you need to know: • A2Gold provided a technical overview of the antimony mineralization at its newly acquired Taylor Gold Project in White...

Atrium Research

AUAU: Acquiring District-Scale Nevada Project; Raising Our Target Price

What you need to know: • A2Gold has entered a binding LOI to acquire a 100% interest in the Taylor Gold-Silver Project in Nevada from White Pine...

Atrium Research

Canterra Minerals Corp - Mining Monthly: May Edition

Mining equities finished broadly higher, with the GDX up 1.3%, GDXJ up 2.4%, despite gold’s pullback, while SILJ gained 5.8% and COPX climbed 10.7%...

Atrium Research

AUAU: Eastside System Extended 70m at Depth; Updated MRE in H1/26

This morning, A2Gold released assays for three drill holes at its 100% owned Eastside Project in Nevada.Results included 2.9 g/t Au & 9.8 g/t Ag...

Atrium Research

AUAU: Geophysics Defines Drill Targets; Increasing Target Price

A2 closed a $10.5M financing, led by Kinross and including Eric Sprott, leaving AUAU cashed up with ~$13M to aggressively advance exploration.

Atrium Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)