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>Moon River provided a review of its 2024 milestones as well as an outlook for an exciting 2025.</li>
<li>2024 was a busy year for the Company, publishing a PEA on the Davidson Project and acquiring its interest in the Endako Mine.</li>
<li>MOO is setup for an active 2025 with several major catalysts planned, including an updated mineral resource estimate and an updated PEA.</li>
</ul>


Moon River provided a review of its 2024 milestones as well as an outlook for an exciting 2025.
2024 was a busy year for the Company, publishing a PEA on the Davidson Project and acquiring its interest in the Endako Mine.
MOO is setup for an active 2025 with several major catalysts planned, including an updated mineral resource estimate and an updated PEA.


<ul>
<li>Following strong performance in September, the precious metals again posted excellent returns, with gold being up 3.2% (to ATHs) and silver being up 4.1% (reaching its highest price in 12 years).</li>
<li>The mining equities had mixed performance relative to the metals with the GDX up 1.3%, GDXJ up 5.7%, SIL up 10.2%, and COPX down 7.6%.</li>
<li>Financings picked up massively in October as generalist capital returns to the mining industry, providing much-needed capital to the juniors.</li>
</ul>


Following strong performance in September, the precious metals again posted excellent returns, with gold being up 3.2% (to ATHs) and silver being up 4.1% (reaching its highest price in 12 years).
The mining equities had mixed performance relative to the metals with the GDX up 1.3%, GDXJ up 5.7%, SIL up 10.2%, and COPX down 7.6%.
Financings picked up massively in October as generalist capital returns to the mining industry, providing much-needed capital to the juniors.


<ul>
<li>Moon River announced the initial results from analysis on the by-product metals in the Davidson deposit (tungsten, copper, REEs and gallium).</li>
<li>The results showed high potential recovery for tungsten and possibly copper, giving us confidence in the upcoming metallurgical results.</li>
<li>This is the first step in MOO’s goal of including these by-product metals in the mine plan, potentially improving the economics in the PEA.</li>
</ul>


Moon River announced the initial results from analysis on the by-product metals in the Davidson deposit (tungsten, copper, REEs and gallium).
The results showed high potential recovery for tungsten and possibly copper, giving us confidence in the upcoming metallurgical results.
This is the first step in MOO’s goal of including these by-product metals in the mine plan, potentially improving the economics in the PEA.


MOO: Metallurgical Analysis Supports By-Product Metals

<ul><li>Quarterly Coverage Update As we enter the final quarter of the year, we are excited to release our quarterly recap report to update our readers on all the research content we have published in the last three months.</li><li> This quarter included substantial momentum across several sectors, with strong performance from the companies we cover.</li><li>Omai Gold Mines (+55%) led the way, followed by Allegiant Gold (+27%), Moon River Moly (+11%), and BQE Water (+10%).</li></ul>

Quarterly Coverage Update As we enter the final quarter of the year, we are excited to release our quarterly recap report to update our readers on all the research content we have published in the last three months. This quarter included substantial momentum across several sectors, with strong performance from the companies we cover.Omai Gold Mines (+55%) led the way, followed by Allegiant Gold (+27%), Moon River Moly (+11%), and BQE Water (+10%).

Sailfish Royalty Corp - Q3/24 Recap: All Our Research in One Place!

<ul><li>What you need to know: • September was a big month for the metals space as gold, silver, and copper were all up over 6%.</li><li>Gold broke to new all-time-highs, peaking at $2,685/oz before closing the month at $2,661/oz (up 46% LTM).</li><li>• The mining equities lagged the metals slightly but greatly outperformed broader markets with the GDX, GDXJ, SIL, and COPX up 4.8%, 8.2%, 7.9% and 11.0%, respectively.</li></ul>

What you need to know: • September was a big month for the metals space as gold, silver, and copper were all up over 6%.Gold broke to new all-time-highs, peaking at $2,685/oz before closing the month at $2,661/oz (up 46% LTM).• The mining equities lagged the metals slightly but greatly outperformed broader markets with the GDX, GDXJ, SIL, and COPX up 4.8%, 8.2%, 7.9% and 11.0%, respectively.

Moon River Capital Ltd - Mining Monthly: September Edition

Canada

Moon River Capital Ltd. operates as a capital pool company. The Company focuses on the identification and evaluation of businesses and assets with a view to completing a qualifying transaction. Moon River Capital serves customers in Canada.

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Moon River Capital (MOO CN)

MOO: 2024 Review & 2025 Outlook

MOO is setup for an active 2025 with several major catalysts planned, including an updated mineral resource estimate and an updated PEA.

Atrium Research

Mining Monthly: October Edition

Following strong performance in September, the precious metals again posted excellent returns, with gold being up 3.2% (to ATHs) and silver being...

Atrium Research

MOO: Metallurgical Analysis Supports By-Product Metals

Moon River announced the initial results from analysis on the by-product metals in the Davidson deposit (tungsten, copper, REEs and gallium).

Atrium Research

Sailfish Royalty Corp - Q3/24 Recap: All Our Research in One Place!

Quarterly Coverage Update As we enter the final quarter of the year, we are excited to release our quarterly recap report to update our readers on...

Atrium Research

Moon River Capital Ltd - Mining Monthly: September Edition

What you need to know: • September was a big month for the metals space as gold, silver, and copper were all up over 6%. Gold broke to new...

Atrium Research

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