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>Graphite One Inc. (GPH:TSXV, GPHOF:OTC) is a Canadian development company focused on owning the entire graphite supply chain, through the production of natural and artificial graphite.</li>
<li>GPH’s strategy is two-pillared with its Graphite Creek mining project in Alaska and its proposed Advanced Anode Manufacturing Facility in Ohio, both at the feasibility study stage.</li>
<li>The anode facility will produce anode materials primarily used in lithium-ion EVs. Graphite, being a U.S. Government-listed critical mineral and its supply currently dominated by China, poses domestic supply risks and a recent $37.5M grant from the U.S. Department of Defense, gives us confidence in Graphite One bringing these projects into production.</li>
</ul>


Graphite One Inc. (GPH:TSXV, GPHOF:OTC) is a Canadian development company focused on owning the entire graphite supply chain, through the production of natural and artificial graphite.
GPH’s strategy is two-pillared with its Graphite Creek mining project in Alaska and its proposed Advanced Anode Manufacturing Facility in Ohio, both at the feasibility study stage.
The anode facility will produce anode materials primarily used in lithium-ion EVs. Graphite, being a U.S. Government-listed critical mineral and its supply currently dominated by China, poses domestic supply risks and a recent $37.5M grant from the U.S. Department of Defense, gives us confidence in Graphite One bringing these projects into production.


GPH: Two-Pronged Production Localizing Graphite Supply

<ul>
<li>July was the second consecutive negative month for all 17 metals in our coverage except for gold, however, mining equities largely outperformed.</li>
<li>As anticipated in our last Mining Monthly, the June sell-off marked a great buying opportunity in the metals equities.</li>
<li>We are excited by the continued outperformance in the mining sector compared to broader markets as we believe this will begin attracting generalist investors to the space.</li>
</ul>


July was the second consecutive negative month for all 17 metals in our coverage except for gold, however, mining equities largely outperformed.
As anticipated in our last Mining Monthly, the June sell-off marked a great buying opportunity in the metals equities.
We are excited by the continued outperformance in the mining sector compared to broader markets as we believe this will begin attracting generalist investors to the space.


Lake Victoria Gold Ltd - Mining Monthly: July Edition

Canada

Graphite One Inc. provides precious metal mining services. The Company offers its services in Canada.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Graphite One (GPH CN)

GPH: Two-Pronged Production Localizing Graphite Supply

GPH’s strategy is two-pillared with its Graphite Creek mining project in Alaska and its proposed Advanced Anode Manufacturing Facility in Ohio,...

Atrium Research

Lake Victoria Gold Ltd - Mining Monthly: July Edition

July was the second consecutive negative month for all 17 metals in our coverage except for gold, however, mining equities largely outperformed.

Atrium Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)