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>After January’s strong gains in the metals and mining markets, February saw further growth across spot prices with the equities lagging due to cautious investor sentiment.</li>
<li>In February, gold hit all-time highs up 3.4%, silver was up 0.8%, and copper up 6.1%.</li>
<li>The equities underperformed compared to the metals, with the GDX up 1.9%, GDXJ up 0.5%, and SIL up 0.3%.</li>
</ul>


After January’s strong gains in the metals and mining markets, February saw further growth across spot prices with the equities lagging due to cautious investor sentiment.
In February, gold hit all-time highs up 3.4%, silver was up 0.8%, and copper up 6.1%.
The equities underperformed compared to the metals, with the GDX up 1.9%, GDXJ up 0.5%, and SIL up 0.3%.


Giga Metals Corp - Mining Monthly: February Edition

<ul>
<li>The Turnagain Project is one of the world’s largest undeveloped nickel-cobalt sulphide deposits, boasting a robust PFS with an NPV7% of $574M and significant leverage to rising nickel prices.</li>
<li>Exploration planned for 2025 aims to identify new high-grade zones, further enhancing project economics and scalability.</li>
<li>The project has a low C1 cash cost of $4.70/lb Ni (after by-product credits) and produces a high-purity concentrate.</li>
</ul>


The Turnagain Project is one of the world’s largest undeveloped nickel-cobalt sulphide deposits, boasting a robust PFS with an NPV7% of $574M and significant leverage to rising nickel prices.
Exploration planned for 2025 aims to identify new high-grade zones, further enhancing project economics and scalability.
The project has a low C1 cash cost of $4.70/lb Ni (after by-product credits) and produces a high-purity concentrate.


GIGA: A Strategic Nickel Play Backed by Scale and Upside

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>The WTR Sustainable Index was up 0.6% W/W versus the S&amp;P 500 Index (up 0.2%), the Russell 2000 Index (down 0.5%) and the Nasdaq Index (up 0.1%).</li><li>Energy Technology (13.2% of the index) was down 1.6%, while Industrial Climate and Ag Technology (46.3% of the index) was up 0.5%, ClimateTech Mining was up 0.7%, and Advanced Transportation Solutions (21.2% of index) was up 2.0%.</li><li><p>Top 10 Performers: PEV, EVGO, NXH, EAF, CRE, AZRE, SPI, BNET, GIGA, PLL</p><p></p></li></ul>

The WTR Sustainable Index was up 0.6% W/W versus the S&amp;P 500 Index (up 0.2%), the Russell 2000 Index (down 0.5%) and the Nasdaq Index (up 0.1%).Energy Technology (13.2% of the index) was down 1.6%, while Industrial Climate and Ag Technology (46.3% of the index) was up 0.5%, ClimateTech Mining was up 0.7%, and Advanced Transportation Solutions (21.2% of index) was up 2.0%.Top 10 Performers: PEV, EVGO, NXH, EAF, CRE, AZRE, SPI, BNET, GIGA, PLL

Sustainable Investing Surveyor -  Focus on Verde Clean Fuels, Inc. (VGAS)

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)

Giga Metals Corp - Mining Monthly: February Edition

After January’s strong gains in the metals and mining markets, February saw further growth across spot prices with the equities lagging due to...

Atrium Research

GIGA: A Strategic Nickel Play Backed by Scale and Upside

The Turnagain Project is one of the world’s largest undeveloped nickel-cobalt sulphide deposits, boasting a robust PFS with an NPV7% of $574M and...

Atrium Research

Sustainable Investing Surveyor - Focus on Verde Clean Fuels, Inc. (VGAS)

The WTR Sustainable Index was up 0.6% W/W versus the S&P 500 Index (up 0.2%), the Russell 2000 Index (down 0.5%) and the Nasdaq Index (up 0.1%).

Water Tower Research

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