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>Q3/25 marked a particularly strong quarter for Atrium, as precious metal prices continued to rise rapidly, driving notable outperformance across our coverage.</li><li>Our covered stocks increased 46% on average in Q3/25 and are up 227% over the past year, outperforming the TSX, which gained 12% during the quarter and 37% YoY, and TSXV, which gained 29% and 67%, respectively.</li><li>This builds on the 27% increase from our coverage universe in Q2/25.</li></ul>

Q3/25 marked a particularly strong quarter for Atrium, as precious metal prices continued to rise rapidly, driving notable outperformance across our coverage.Our covered stocks increased 46% on average in Q3/25 and are up 227% over the past year, outperforming the TSX, which gained 12% during the quarter and 37% YoY, and TSXV, which gained 29% and 67%, respectively.This builds on the 27% increase from our coverage universe in Q2/25.

Exploits Discovery Corp - Q3/25 Recap: All Our Research in One Place!

<ul>
<li>Allegiant launched a fully funded 2,000m drill program within the McIntosh zone; the first phase of a 20,000m campaign at Eastside.</li>
<li>Results from the ongoing drill program are expected in October and November, as we anticipate a news-heavy fall and winter.</li>
<li>The recent $10.5M financing, led by Kinross and including Eric Sprott, leaves AUAU cashed up with $14M to aggressively advance exploration.</li>
</ul>


Allegiant launched a fully funded 2,000m drill program within the McIntosh zone; the first phase of a 20,000m campaign at Eastside.
Results from the ongoing drill program are expected in October and November, as we anticipate a news-heavy fall and winter.
The recent $10.5M financing, led by Kinross and including Eric Sprott, leaves AUAU cashed up with $14M to aggressively advance exploration.


AUAU: Name Change, $10.5M Raised, & Exploration Commences

<ul>
<li>The Castle Project was approved for a multi-year exploration program, clearing the path for 145+ drill pads and large-scale work.</li>
<li>Allegiant consolidated full ownership of the Bolo Project by acquiring the remaining 49.99% interest from CopAur Minerals.</li>
<li>The Company is expected to close on a $10.5M upsized financing shortly, supporting an 18,000m drill program at Eastside.</li>
</ul>


The Castle Project was approved for a multi-year exploration program, clearing the path for 145+ drill pads and large-scale work.
Allegiant consolidated full ownership of the Bolo Project by acquiring the remaining 49.99% interest from CopAur Minerals.
The Company is expected to close on a $10.5M upsized financing shortly, supporting an 18,000m drill program at Eastside.


AUAU: Castle BLM Approval & Bolo Consolidation; Increasing TP

<ul><li>What you need to know: • The metals and mining market settled in July, following a tremendous run over the last six months.</li><li>• In July, gold was down 1%, silver was up 2%, and copper down 13%.</li><li>The equities underperformed the commodities, with the GDX, GDXJ, SIL, and COPX down 0.8%, 5.0%, 1.5%, and 4.2%, respectively.</li></ul>

What you need to know: • The metals and mining market settled in July, following a tremendous run over the last six months.• In July, gold was down 1%, silver was up 2%, and copper down 13%.The equities underperformed the commodities, with the GDX, GDXJ, SIL, and COPX down 0.8%, 5.0%, 1.5%, and 4.2%, respectively.

Forge Resources Corp - Mining Monthly: July Edition

<ul><li>Quarterly Coverage Update Q2/25 was another strong quarter for Atrium, with continued outperformance from the precious metals space, once again led by silver equities.</li><li>Our coverage universe climbed 27% on average during the quarter and is up 80% over the last year, compared to the TSX which rose 7% and 23%, respectively.</li><li>This builds on the 13% gain from our coverage in Q1/25.</li></ul>

Quarterly Coverage Update Q2/25 was another strong quarter for Atrium, with continued outperformance from the precious metals space, once again led by silver equities.Our coverage universe climbed 27% on average during the quarter and is up 80% over the last year, compared to the TSX which rose 7% and 23%, respectively.This builds on the 13% gain from our coverage in Q1/25.

Kobo Resources Inc - Q2/25 Recap: All Our Research in One Place!

Canada

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

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Allegiant Gold (AUAU CN)

Exploits Discovery Corp - Q3/25 Recap: All Our Research in One Place!

Q3/25 marked a particularly strong quarter for Atrium, as precious metal prices continued to rise rapidly, driving notable outperformance across...

Atrium Research

AUAU: Name Change, $10.5M Raised, & Exploration Commences

Allegiant launched a fully funded 2,000m drill program within the McIntosh zone; the first phase of a 20,000m campaign at Eastside.

Atrium Research

AUAU: Castle BLM Approval & Bolo Consolidation; Increasing TP

The Castle Project was approved for a multi-year exploration program, clearing the path for 145+ drill pads and large-scale work.

Atrium Research

Forge Resources Corp - Mining Monthly: July Edition

What you need to know: • The metals and mining market settled in July, following a tremendous run over the last six months. • In July, gold was...

Atrium Research

Kobo Resources Inc - Q2/25 Recap: All Our Research in One Place!

Quarterly Coverage Update Q2/25 was another strong quarter for Atrium, with continued outperformance from the precious metals space, once again...

Atrium Research

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