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>Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing ~14.7Koz in FY25, and production rates are expected to double over the next year.</li>
<li>Tuvatu hosts a high-grade gold resource of 514Koz at 7.89 g/t Au and shows substantial growth potential near existing resources as well as regional exploration.</li>
<li>LIO trades at 0.2x NAV compared to its peers at 0.5x NAV.</li>
</ul>


Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing ~14.7Koz in FY25, and production rates are expected to double over the next year.
Tuvatu hosts a high-grade gold resource of 514Koz at 7.89 g/t Au and shows substantial growth potential near existing resources as well as regional exploration.
LIO trades at 0.2x NAV compared to its peers at 0.5x NAV.


LIO: Ramping Gold Production with Big Exploration Upside

Lion One Metals

LIO: Ramping Gold Production with Big Exploration Upside