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>LVG has received the tax assessment from the Tanzanian Revenue Authority, one of the final steps from the acquisition of the Imwelo Mining License.</li>
<li>Once the Mining License is officially transferred, it will trigger the second tranche of investment from the TAIFA group.</li>
<li>Barrick Gold continues to explore the area surrounding the Tembo licenses, exciting us as LVG will share in Barrick’s success.</li>
</ul>


LVG has received the tax assessment from the Tanzanian Revenue Authority, one of the final steps from the acquisition of the Imwelo Mining License.
Once the Mining License is officially transferred, it will trigger the second tranche of investment from the TAIFA group.
Barrick Gold continues to explore the area surrounding the Tembo licenses, exciting us as LVG will share in Barrick’s success.


<ul>
<li>May was silver’s time to shine, hitting 12-year highs up 13.7% on the month, significantly outperforming gold and other metals.</li>
<li>The silver equities also followed suit, up 13.4%.</li>
<li>Gold and copper posted smaller gains, despite both metals setting all-time highs mid-month, closing up 0.2% and 1.7%, respectively.</li>
</ul>


May was silver’s time to shine, hitting 12-year highs up 13.7% on the month, significantly outperforming gold and other metals.
The silver equities also followed suit, up 13.4%.
Gold and copper posted smaller gains, despite both metals setting all-time highs mid-month, closing up 0.2% and 1.7%, respectively.


Omai Gold Mines Corp - Mining Monthly: May Edition

<ul>
<li>Progress at the Imwelo Project is continuing with the final step before the official transfer of the mining license underway, and other preparatory work at site is proceeding.</li>
<li>Barrick Gold continues to invest substantial capital into the surrounding Tembo licenses which excites us as LVG will share in Barrick’s exploration success (see initiation report here for more details).</li>
<li>We value LVG at $0.45/share representing 150% upside.</li>
</ul>


Progress at the Imwelo Project is continuing with the final step before the official transfer of the mining license underway, and other preparatory work at site is proceeding.
Barrick Gold continues to invest substantial capital into the surrounding Tembo licenses which excites us as LVG will share in Barrick’s exploration success (see initiation report here for more details).
We value LVG at $0.45/share representing 150% upside.


Thematic (Sector/Industry)

<ul>
<li>Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.</li>
<li>Silver and copper also had strong months up 10% and 4%, respectively.</li>
<li>More notably, we are finally seeing the equities outperform their underlying metal price with the GDX, SIL, and COPX up 22.7%, 21.1% and 19.4%, respectively, significantly outperforming broader markets.</li>
</ul>


Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.
Silver and copper also had strong months up 10% and 4%, respectively.
More notably, we are finally seeing the equities outperform their underlying metal price with the GDX, SIL, and COPX up 22.7%, 21.1% and 19.4%, respectively, significantly outperforming broader markets.


<ul>
<li>Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged.</li>
<li>Besides gold, other precious metals, commodities, and battery metals had a mixed month, while uranium’s strong performance accelerated, up 16% in January and hitting its highest price in more than 16 years.</li>
<li>We attended a busy Vancouver Resource Investment Conference in January.</li>
</ul>


Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged.
Besides gold, other precious metals, commodities, and battery metals had a mixed month, while uranium’s strong performance accelerated, up 16% in January and hitting its highest price in more than 16 years.
We attended a busy Vancouver Resource Investment Conference in January.


Canada

Lake Victoria Gold Ltd. provides exploration and mining services. The Company explores and develops gold projects in Tanzania and the rest of Africa.

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Lake Victoria Gold (LVG CN)

LVG: Making Progress on Imwelo

LVG has received the tax assessment from the Tanzanian Revenue Authority, one of the final steps from the acquisition of the Imwelo Mining License.

Atrium Research

Omai Gold Mines Corp - Mining Monthly: May Edition

May was silver’s time to shine, hitting 12-year highs up 13.7% on the month, significantly outperforming gold and other metals. The silver equities...

Atrium Research

LVG: Corporate Update & Thesis Rehash

Progress at the Imwelo Project is continuing with the final step before the official transfer of the mining license underway, and other preparatory...

Atrium Research

Mining Monthly: March Edition

Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.

Atrium Research

Mining Monthly: January Edition

Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged.

Atrium Research

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