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.

Thematic (Sector/Industry)

<ul>
<li>Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.</li>
<li>Silver and copper also had strong months up 10% and 4%, respectively.</li>
<li>More notably, we are finally seeing the equities outperform their underlying metal price with the GDX, SIL, and COPX up 22.7%, 21.1% and 19.4%, respectively, significantly outperforming broader markets.</li>
</ul>


Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.
Silver and copper also had strong months up 10% and 4%, respectively.
More notably, we are finally seeing the equities outperform their underlying metal price with the GDX, SIL, and COPX up 22.7%, 21.1% and 19.4%, respectively, significantly outperforming broader markets.


Equity Bottom-Up

<ul>
<li>August was a mixed month for all metals, including the mining equities.</li>
<li>Gold continues to outperform other metals, up 2.3% on the month and up a staggering 29% over the last year.</li>
<li>Mining equities performed in line with broader markets, following significant outperformance in July.</li>
</ul>


August was a mixed month for all metals, including the mining equities.
Gold continues to outperform other metals, up 2.3% on the month and up a staggering 29% over the last year.
Mining equities performed in line with broader markets, following significant outperformance in July.


Trigon Metals Inc - Mining Monthly: August Edition

United States

Arizona Sonoran Copper Company Inc. operates as a copper developer and mining company. The Company focuses on identification, acquisition, exploration, development, and sustainable production of base metal properties in geographic regions known to have low geopolitical risk.

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Arizona Sonoran Copper Co Inc (ASCU CN)

Mining Monthly: March Edition

Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.

Atrium Research

Trigon Metals Inc - Mining Monthly: August Edition

The precious metals prices and the mining equities were mostly in line with broader markets with the TSX up 1.0% and the S&P500 up 2.3%.

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