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>What you need to know: • The metals and mining market continued its strong run in May, driven by inflationary concerns due to the trade war and geopolitical tensions.</li><li>• In May, gold was up 1.8%, silver was up 1.7%, and copper was also up 1.7%.</li><li>The equities outperformed the commodities, with the GDX up 3.3%, GDXJ up 6.4%, SIL up 5.9%, and COPX up 8.7%.</li></ul>

What you need to know: • The metals and mining market continued its strong run in May, driven by inflationary concerns due to the trade war and geopolitical tensions.• In May, gold was up 1.8%, silver was up 1.7%, and copper was also up 1.7%.The equities outperformed the commodities, with the GDX up 3.3%, GDXJ up 6.4%, SIL up 5.9%, and COPX up 8.7%.

Kobo Resources Inc - Mining Monthly: May Edition

<ul>
<li>Nicola announced that it has started receiving ore from Talisker Resources and is currently undergoing pre-production preparation.</li>
<li>The Company expects to reach full milling capacity (200tpd) by Q3.</li>
<li>640t of run-of-mine material have already been delivered to the Merritt Mill, with stockpiling underway ahead of processing.</li>
</ul>


Nicola announced that it has started receiving ore from Talisker Resources and is currently undergoing pre-production preparation.
The Company expects to reach full milling capacity (200tpd) by Q3.
640t of run-of-mine material have already been delivered to the Merritt Mill, with stockpiling underway ahead of processing.


NIM: Commencing Gold and Silver Production at its Merritt Mill

<ul><li>What you need to know: • The metals and mining market showed a fourth straight month of strong gains in April on the back of the escalating trade tensions.</li><li>• In April, gold was up 5.6%, silver was down 4.2%, and copper was down 9.6%.</li><li>The equities outperformed the commodities, with the GDX up 6.5%, GDXJ up 7.3%, and SIL up 3.3%.</li></ul>

What you need to know: • The metals and mining market showed a fourth straight month of strong gains in April on the back of the escalating trade tensions.• In April, gold was up 5.6%, silver was down 4.2%, and copper was down 9.6%.The equities outperformed the commodities, with the GDX up 6.5%, GDXJ up 7.3%, and SIL up 3.3%.

Kobo Resources Inc - Mining Monthly: April Edition

<ul><li>Quarterly Coverage Update Q1/25 represented another excellent quarter for our firm, with strong performance from our coverage universe.</li><li>This mainly came from our exposure to precious metals, notably silver.</li><li>Our coverage universe was up 13% during the quarter and 40% over the last year, compared to the TSX, which was up 0.1% and 12%, respectively.</li></ul>

Quarterly Coverage Update Q1/25 represented another excellent quarter for our firm, with strong performance from our coverage universe.This mainly came from our exposure to precious metals, notably silver.Our coverage universe was up 13% during the quarter and 40% over the last year, compared to the TSX, which was up 0.1% and 12%, respectively.

BQE Water Inc - Q1/25 Recap: All Our Research in One Place!

Andean Precious Metals  / Equity Bottom-Up

<ul>
<li>The metals and mining market showed a third straight month of strong gains in March as investors moved into safe haven assets to protect from trade tensions and economic uncertainty.</li>
<li>In March, gold was up 3.4%, silver was up 0.8%, and copper was up 6.1%.</li>
<li>The equities largely outperformed compared to the commodities, with the GDX up 15.7%, GDXJ up 17.6%, and SIL up 13.6%.</li>
</ul>


The metals and mining market showed a third straight month of strong gains in March as investors moved into safe haven assets to protect from trade tensions and economic uncertainty.
In March, gold was up 3.4%, silver was up 0.8%, and copper was up 6.1%.
The equities largely outperformed compared to the commodities, with the GDX up 15.7%, GDXJ up 17.6%, and SIL up 13.6%.


Andean Precious Metals Corp - Mining Monthly: March Edition

Canada

Nicola Mining Inc. offers mining services. The Company provides identification, acquisition, and exploration of precious metals and minerals. Nicola Mining Inc serves customers in Canada.

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Nicola Mining (NIM CN)

Kobo Resources Inc - Mining Monthly: May Edition

What you need to know: • The metals and mining market continued its strong run in May, driven by inflationary concerns due to the trade war and...

Atrium Research

NIM: Commencing Gold and Silver Production at its Merritt Mill

Nicola announced that it has started receiving ore from Talisker Resources and is currently undergoing pre-production preparation.

Atrium Research

Kobo Resources Inc - Mining Monthly: April Edition

What you need to know: • The metals and mining market showed a fourth straight month of strong gains in April on the back of the escalating trade...

Atrium Research

BQE Water Inc - Q1/25 Recap: All Our Research in One Place!

Quarterly Coverage Update Q1/25 represented another excellent quarter for our firm, with strong performance from our coverage universe. This...

Atrium Research

Andean Precious Metals Corp - Mining Monthly: March Edition

The metals and mining market showed a third straight month of strong gains in March as investors moved into safe haven assets to protect from trade...

Atrium Research

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