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>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>Giga Metals announced positive geophysical results at its Turnagain Nickel-Cobalt Project in northern BC.</li>
<li>The survey targeted copper, platinum, and palladium potential in the Attic Zone, near the existing resource (~1km).</li>
<li>GIGA is planning fully funded EM surveys in H1/26 to derive drill targets.</li>
</ul>


Giga Metals announced positive geophysical results at its Turnagain Nickel-Cobalt Project in northern BC.
The survey targeted copper, platinum, and palladium potential in the Attic Zone, near the existing resource (~1km).
GIGA is planning fully funded EM surveys in H1/26 to derive drill targets.


GIGA: Geophysical Survey at Attic Zone; A New Frontier for Exploration

<ul>
<li>Giga will begin a geophysics program at its Turnagain project targeting copper, platinum, and palladium potential near the existing resource.</li>
<li>The Company recently closed its non-brokered private placement, raising C$690K across two tranches of flow-through and non-flow-through units.</li>
<li>Initial results from the program are expected in early October, marking the first operational step under new CEO Scott Lendrum.</li>
</ul>


Giga will begin a geophysics program at its Turnagain project targeting copper, platinum, and palladium potential near the existing resource.
The Company recently closed its non-brokered private placement, raising C$690K across two tranches of flow-through and non-flow-through units.
Initial results from the program are expected in early October, marking the first operational step under new CEO Scott Lendrum.


GIGA: Advancing Turnagain with Fall Geophysics; Financing Closed

<ul>
<li>Scott Lendrum, a veteran within M&amp;A and capital markets, has been appointed CEO of Giga Metals, effective July 2nd, 2025.</li>
<li>Former CEO Mark Jarvis becomes President, while outgoing President Martin Vydra will remain as Strategic Advisor, preserving continuity.</li>
<li>Yesterday after market, Giga Metals (GIGA:TSXV, GIGGF:OTC) announced the appointment of Scott Lendrum as Chief Executive Officer, effective July 2nd, 2025.</li>
</ul>


Scott Lendrum, a veteran within M&amp;A and capital markets, has been appointed CEO of Giga Metals, effective July 2nd, 2025.
Former CEO Mark Jarvis becomes President, while outgoing President Martin Vydra will remain as Strategic Advisor, preserving continuity.
Yesterday after market, Giga Metals (GIGA:TSXV, GIGGF:OTC) announced the appointment of Scott Lendrum as Chief Executive Officer, effective July 2nd, 2025.


GIGA: Leadership Change Highlights Renewed Focus

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

Giga Metals Corporation operates as a mineral company. The Company focuses on nickel, cobalt, and other integral raw materials uses in electric vehicles and battery energy storage markets.

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Giga Metals (GIGA CN)

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

GIGA: Geophysical Survey at Attic Zone; A New Frontier for Exploration

The survey targeted copper, platinum, and palladium potential in the Attic Zone, near the existing resource (~1km). GIGA is planning fully funded...

Atrium Research

GIGA: Advancing Turnagain with Fall Geophysics; Financing Closed

Giga will begin a geophysics program at its Turnagain project targeting copper, platinum, and palladium potential near the existing resource.

Atrium Research

GIGA: Leadership Change Highlights Renewed Focus

Yesterday after market, Giga Metals (GIGA:TSXV, GIGGF:OTC) announced the appointment of Scott Lendrum as Chief Executive Officer, effective July...

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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