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: • Moon River published an updated PEA on the Davidson project in BC.</li><li> • Today’s PEA has substantially improved economics compared to the 2024 PEA based on the inclusion of Tungsten and Copper into the mine plan, as well as increased annual throughput, amongst other updates.</li><li> • The PEA depicted a highly profitable operation with an NPV8% of $1.0B and IRR of 32% with a short payback period of 2.3 years.</li></ul>

What you need to know: • Moon River published an updated PEA on the Davidson project in BC. • Today’s PEA has substantially improved economics compared to the 2024 PEA based on the inclusion of Tungsten and Copper into the mine plan, as well as increased annual throughput, amongst other updates. • The PEA depicted a highly profitable operation with an NPV8% of $1.0B and IRR of 32% with a short payback period of 2.3 years.

MOO: Robust Updated PEA on Davidson, Building on Endako PEA

Moon River Capital

MOO: Robust Updated PEA on Davidson, Building on Endako PEA