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>Defence and aerospace small-cap equities are emerging as key beneficiaries of increasing government defence budgets.</li>
<li>Canada has committed to meeting NATO’s 2% GDP target by 2025-2026, with interim boosts totalling C$9B in new spending.</li>
<li>Demand for fighter jets, naval systems, NORAD upgrades, and drone defence create multi-year tailwinds for niche suppliers.</li>
</ul>


Defence and aerospace small-cap equities are emerging as key beneficiaries of increasing government defence budgets.
Canada has committed to meeting NATO’s 2% GDP target by 2025-2026, with interim boosts totalling C$9B in new spending.
Demand for fighter jets, naval systems, NORAD upgrades, and drone defence create multi-year tailwinds for niche suppliers.


Small-Caps Positioned to Benefit from Multi-Year Defence Spending Cycle

Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

<p>MOD Resources (MOD) is a copper-silver exploration and development company with a substantial ground holding in the Kalahari Copper Belt, Botswana. The company has been very successful with its regional exploration concept, which has led to the discovery and drill-out of the significant T3 copper-silver deposit and the delineation of a preliminary resource at the T1 copper-silver deposit. Regional drilling in the T3 Expansion Project has led to two additional discoveries, A1 and A4, while regional drilling at the T20 Exploration Project has also returned interesting results at T4 and T23. MOD is completing a feasibility study at T3, which will benefit from a coarser grind size and an increased base case plant size, and a scoping study at T3 underground, both due for completion in Q119, while continuing its regional exploration programme.</p>

MOD Resources (MOD) is a copper-silver exploration and development company with a substantial ground holding in the Kalahari Copper Belt, Botswana. The company has been very successful with its regional exploration concept, which has led to the discovery and drill-out of the significant T3 copper-silver deposit and the delineation of a preliminary resource at the T1 copper-silver deposit. Regional drilling in the T3 Expansion Project has led to two additional discoveries, A1 and A4, while regional drilling at the T20 Exploration Project has also returned interesting results at T4 and T23. MOD is completing a feasibility study at T3, which will benefit from a coarser grind size and an increased base case plant size, and a scoping study at T3 underground, both due for completion in Q119, while continuing its regional exploration programme.

MOD Resources - Discoveries made, exploration concept validated

Australia

MOD Resources Ltd. is a mineral exploration and production company. The Company is focused on prospecting licences southwest of the Central Kalahari National Park the area of the Botswana copper project.

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Mod Resources (MOD AU)

Small-Caps Positioned to Benefit from Multi-Year Defence Spending Cycle

Defence and aerospace small-cap equities are emerging as key beneficiaries of increasing government defence budgets. Canada has committed to...

Atrium Research

MOD Resources - Discoveries made, exploration concept validated

MOD Resources (MOD) is a copper-silver exploration and development company with a substantial ground holding in the Kalahari Copper Belt, Botswana....

Edison Investment Research

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