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>CTM reported assays from its eight-hole (2,386m) winter drill program at the Buchans Project, across the Lundberg deposit, the Two Level horizon, and the West Clementine target.</li>
<li>0.57% CuEq over 57.2m successfully expands and upgrades the large near-surface resource at the Lundberg Deposit.</li>
<li>4.34% CuEq over 1.65m supports higher grade upside at Two Level.</li>
</ul>


CTM reported assays from its eight-hole (2,386m) winter drill program at the Buchans Project, across the Lundberg deposit, the Two Level horizon, and the West Clementine target.
0.57% CuEq over 57.2m successfully expands and upgrades the large near-surface resource at the Lundberg Deposit.
4.34% CuEq over 1.65m supports higher grade upside at Two Level.


CTM: Buchans Drilling Expands & Upgrades Resources

<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>Precious metals were slightly down in April amid ongoing geopolitical tensions, with gold down 1.2% and silver down 1.9%.</li>
<li>Mining equities declined alongside metals, with GDX down 3.8%, GDXJ down 3.1%, SILJ down 1.7%, while COPX was up 4.2% alongside copper, while the TSX was up 3.7% and the S&amp;P 500 was up 10.7%.</li>
<li>Q1 earnings confirmed the new price environment as Newmont posted a record $3.1B in FCF, while M&amp;A returned in scale with Agnico Eagle’s ~C$3.8B Finland consolidation and G Mining Ventures’ C$3.0B acquisition of G2 Goldfields.</li>
</ul>


Precious metals were slightly down in April amid ongoing geopolitical tensions, with gold down 1.2% and silver down 1.9%.
Mining equities declined alongside metals, with GDX down 3.8%, GDXJ down 3.1%, SILJ down 1.7%, while COPX was up 4.2% alongside copper, while the TSX was up 3.7% and the S&amp;P 500 was up 10.7%.
Q1 earnings confirmed the new price environment as Newmont posted a record $3.1B in FCF, while M&amp;A returned in scale with Agnico Eagle’s ~C$3.8B Finland consolidation and G Mining Ventures’ C$3.0B acquisition of G2 Goldfields.


Canterra Minerals Corp - Mining Monthly: April Edition

<ul>
<li>Canterra controls an over 684km2 land package in Central Newfoundland bordering Equinox Gold’s Valentine Mine.</li>
<li>The consolidated critical mineral resource is the second largest in Newfoundland, at solid grade, with high conviction for further growth.</li>
<li>The Company has commenced a fully funded 15,000m drill program with consistent results anticipated through 2026.</li>
</ul>


Canterra controls an over 684km2 land package in Central Newfoundland bordering Equinox Gold’s Valentine Mine.
The consolidated critical mineral resource is the second largest in Newfoundland, at solid grade, with high conviction for further growth.
The Company has commenced a fully funded 15,000m drill program with consistent results anticipated through 2026.


CTM: Consolidating a Strategic Land Position in Newfoundland

<ul>
<li>Precious metals rallied sharply in August on a shift in Fed rate cut expectations following softer U.S. data, albeit moderating in recent days, with gold up 9.3%, silver up 14.8%, and copper up 1.1%.</li>
<li>Mining equities delivered outsized leverage, with the GDX up 33.0%, GDXJ up 34.1%, SIL up 32.7%, and COPX up 17.7%, vs. the TSX up 3.0% and the S&amp;P 500 up 2.8%.</li>
<li>M&amp;A activity displayed signs of acceleration on stronger metal prices, headlined by OceanaGold's A$776M acquisition of Ausgold Limited and Bunker Hill Mining's merger with Silver47 Exploration.</li>
</ul>


Precious metals rallied sharply in August on a shift in Fed rate cut expectations following softer U.S. data, albeit moderating in recent days, with gold up 9.3%, silver up 14.8%, and copper up 1.1%.
Mining equities delivered outsized leverage, with the GDX up 33.0%, GDXJ up 34.1%, SIL up 32.7%, and COPX up 17.7%, vs. the TSX up 3.0% and the S&amp;P 500 up 2.8%.
M&amp;A activity displayed signs of acceleration on stronger metal prices, headlined by OceanaGold's A$776M acquisition of Ausgold Limited and Bunker Hill Mining's merger with Silver47 Exploration.


BP Silver Corp - Mining Monthly: August Edition

Canada

Canterra Minerals Corporation explores for diamonds. The Company operates in the Northwest Territories, Nunavut, Quebec, and Alberta. Through a subsidiary, Canterra explores for uranium in North America.

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Canterra Minerals (CTM CN)

CTM: Buchans Drilling Expands & Upgrades Resources

CTM reported assays from its eight-hole (2,386m) winter drill program at the Buchans Project, across the Lundberg deposit, the Two Level horizon,...

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

Canterra Minerals Corp - Mining Monthly: April Edition

Mining equities declined alongside metals, with GDX down 3.8%, GDXJ down 3.1%, SILJ down 1.7%, while COPX was up 4.2% alongside copper, while the...

Atrium Research

CTM: Consolidating a Strategic Land Position in Newfoundland

The consolidated critical mineral resource is the second largest in Newfoundland, at solid grade, with high conviction for further growth.

Atrium Research

BP Silver Corp - Mining Monthly: August Edition

Precious metals rallied sharply in August on a shift in Fed rate cut expectations following softer U.S. data, albeit moderating in recent days,...

Atrium Research

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