Research from Atrium Research, Atrium Research Corporation

Atrium Research

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.

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: • Sailfish Royalty announced that it entered into amended agreements with Mako to restructure its Mt. Hamilton asset.</li><li>• The agreement now includes an 11-year stream consisting of a 5-year stream of 341.7oz per month and a 6-year stream of 100oz per month.</li><li>This increased our NAV for the asset by ~$1.0M.</li></ul>

What you need to know: • Sailfish Royalty announced that it entered into amended agreements with Mako to restructure its Mt. Hamilton asset.• The agreement now includes an 11-year stream consisting of a 5-year stream of 341.7oz per month and a 6-year stream of 100oz per month.This increased our NAV for the asset by ~$1.0M.

FISH: Restructuring Mt. Hamilton Stream; Increasing Target Price