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>Copper Fox announced drill results for the 2025 five-hole drill program.</li>
<li>The drilling, originally planned for various analytic programs, intersected strong mineralization close to surface and outside of the current life-of-mine pit shell in an area currently planned as a rock storage facility.</li>
<li>We have updated our metal price assumption and, as such, are increasing our target price on CUU to C$1.30/share (prev.</li>
</ul>


Copper Fox announced drill results for the 2025 five-hole drill program.
The drilling, originally planned for various analytic programs, intersected strong mineralization close to surface and outside of the current life-of-mine pit shell in an area currently planned as a rock storage facility.
We have updated our metal price assumption and, as such, are increasing our target price on CUU to C$1.30/share (prev.


CUU: Announced Drill Results from Schaft Creek; Target Price Increase

<ul><li>What you need to know: • Copper Fox announced plans to update the 2020 PEA on its Van Dyke ISCR project in Arizona.</li><li> • This updated PEA will drive the acceleration and accuracy of studies required to advance the project towards the PFS stage.</li><li> • On November 19th, CUU’s geophysics program outlined a 4.4km open chargeability corridor at Eaglehead, highlighting new targets.</li></ul>

What you need to know: • Copper Fox announced plans to update the 2020 PEA on its Van Dyke ISCR project in Arizona. • This updated PEA will drive the acceleration and accuracy of studies required to advance the project towards the PFS stage. • On November 19th, CUU’s geophysics program outlined a 4.4km open chargeability corridor at Eaglehead, highlighting new targets.

CUU: To Update PEA at Van Dyke Prior to Advancing to PFS

<ul>
<li>Copper Fox announced further updates on recent activities at the Schaft Creek copper-gold-molybdenum-silver project in BC.</li>
<li>Five diamond drill holes were completed in the Liard zone, four of which intersected variable intervals of copper mineralization.</li>
<li>Other activities including field work and geophysical surveys were completed throughout the season.</li>
</ul>


Copper Fox announced further updates on recent activities at the Schaft Creek copper-gold-molybdenum-silver project in BC.
Five diamond drill holes were completed in the Liard zone, four of which intersected variable intervals of copper mineralization.
Other activities including field work and geophysical surveys were completed throughout the season.


CUU: Further Updates on Schaft Creek & Other Developments

<ul><li>Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe.</li><li>Our covered companies rose 7.1% on average during the quarter, ahead of the S&P 500 (+2.2%), the TSX (+1.1%), and the TSXV, which declined 1.6%, generating ~6% of alpha over our benchmark (the TSX).</li><li>Our coverage universe has now outperformed its benchmark in seven of the nine quarters since we began tracking it (see Figure 1 below).</li></ul>

Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe.Our covered companies rose 7.1% on average during the quarter, ahead of the S&P 500 (+2.2%), the TSX (+1.1%), and the TSXV, which declined 1.6%, generating ~6% of alpha over our benchmark (the TSX).Our coverage universe has now outperformed its benchmark in seven of the nine quarters since we began tracking it (see Figure 1 below).

Mayfair Gold Corp - Q3/26 Recap: All Our Research in One Place!

Thematic (Sector/Industry)

<ul>
<li>The metals and mining market saw a resurgence in August, reaching record highs, following a subpar couple of previous months.</li>
<li>In August, gold was up 5%, silver was up 7%, and copper was down 2%.</li>
<li>The equities massively outperformed the commodities, with the GDX, GDXJ, SIL, and COPX up 22.2%, 24.6%, 22.9%, and 15.8%, respectively.</li>
</ul>


The metals and mining market saw a resurgence in August, reaching record highs, following a subpar couple of previous months.
In August, gold was up 5%, silver was up 7%, and copper was down 2%.
The equities massively outperformed the commodities, with the GDX, GDXJ, SIL, and COPX up 22.2%, 24.6%, 22.9%, and 15.8%, respectively.


Canada

Copper Fox Metals Inc operates as a mineral exploration company. The Company offers porphyry copper. Copper Fox Metals serves in Canada.

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Copper Fox Metals (CUU CN)

CUU: Announced Drill Results from Schaft Creek; Target Price Increase

Copper Fox announced drill results for the 2025 five-hole drill program.The drilling, originally planned for various analytic programs

Atrium Research

CUU: To Update PEA at Van Dyke Prior to Advancing to PFS

What you need to know: • Copper Fox announced plans to update the 2020 PEA on its Van Dyke ISCR project in Arizona. • This updated PEA will drive...

Atrium Research

CUU: Further Updates on Schaft Creek & Other Developments

Copper Fox announced further updates on recent activities at the Schaft Creek copper-gold-molybdenum-silver project in BC.Five diamond drill holes...

Atrium Research

Mayfair Gold Corp - Q3/26 Recap: All Our Research in One Place!

Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe. Our covered companies rose 7.1% on average during the...

Atrium Research

Mining Monthly: August Edition

The metals and mining market saw a resurgence in August, reaching record highs, following a subpar couple of previous months.

Atrium Research

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