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>Namib provided an update on its How Mine expansion, which remains on track to complete construction and commissioning in H2/26.</li>
<li>Civil works are at an advanced stage, and key mechanical components, including the mill shell, have now been delivered to site.</li>
<li>Separately, the Company reported that dewatering at the Redwing Mine remains on schedule, having pumped ~545K cubic meters of water since the end of January, keeping the restart pathway on track.</li>
</ul>


Namib provided an update on its How Mine expansion, which remains on track to complete construction and commissioning in H2/26.
Civil works are at an advanced stage, and key mechanical components, including the mill shell, have now been delivered to site.
Separately, the Company reported that dewatering at the Redwing Mine remains on schedule, having pumped ~545K cubic meters of water since the end of January, keeping the restart pathway on track.


NAMM: How Expansion on Track; Redwing Dewatering on Schedule

Namib Minerals

NAMM: How Expansion on Track; Redwing Dewatering on Schedule