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.

Thematic (Sector/Industry)

<ul><li>The precious metals and mining market significantly outperformed broader indices in the month of March with the GDX rising 15% versus the TSX being down slightly </li><li>Gold rallied heavily following the collapse of several major banks and the U.S. Fed guiding for a pause on rates in the near term</li><li>This month only strengthens our confidence that 2023 will be a standout year for both precious metals and base metals and encourage investors to position themselves accordingly Gold rose 7.2% in the month to $1,969.7/oz, silver rose 14.5% to $24.0/oz, and copper sat flat, down just 1.8% to $4.10/lb.</li></ul>

The precious metals and mining market significantly outperformed broader indices in the month of March with the GDX rising 15% versus the TSX being down slightly Gold rallied heavily following the collapse of several major banks and the U.S. Fed guiding for a pause on rates in the near termThis month only strengthens our confidence that 2023 will be a standout year for both precious metals and base metals and encourage investors to position themselves accordingly Gold rose 7.2% in the month to $1,969.7/oz, silver rose 14.5% to $24.0/oz, and copper sat flat, down just 1.8% to $4.10/lb.

<ul><li>The metals and mining market took a breath after a strong January with gold and copper pulling back 5% and 3%, respectively</li><li>As full-year earnings roll in, the effects of inflation are taking hold with costs rising dramatically and earnings missing expectations</li><li>Despite the February slowdown, we anticipate 2023 to be a standout year for both precious metals and base metals and encourage investors to position themselves accordingly </li></ul>

The metals and mining market took a breath after a strong January with gold and copper pulling back 5% and 3%, respectivelyAs full-year earnings roll in, the effects of inflation are taking hold with costs rising dramatically and earnings missing expectationsDespite the February slowdown, we anticipate 2023 to be a standout year for both precious metals and base metals and encourage investors to position themselves accordingly 

Equity Bottom-Up

<ul><li>ETU’s flagship Hawkins project sits in one of the best mining neighbourhoods in the world with its massive 681km2 land package spanning 80km along the Porcupine-Destor Fault which hosts &gt;100 Moz Au</li><li>The Band-Ore Project is an asset that the market is not yet giving ETU any credit for, however, the high-grade historical resources and recent drill results make for a highly promising project</li><li>Committed partners – Kinross &amp; Crescat Capital each own 10% </li></ul>

ETU’s flagship Hawkins project sits in one of the best mining neighbourhoods in the world with its massive 681km2 land package spanning 80km along the Porcupine-Destor Fault which hosts &gt;100 Moz AuThe Band-Ore Project is an asset that the market is not yet giving ETU any credit for, however, the high-grade historical resources and recent drill results make for a highly promising projectCommitted partners – Kinross &amp; Crescat Capital each own 10% 

ETU: A Dominant Foothold in a Dominant Jurisdiction

Canada

E2Gold Inc. provides mining services. The Company focuses on mineral resource exploration services. E2Gold serves customers in Canada.

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E2Gold Inc (ETU CN)

Mining Monthly: March Edition

he precious metals and mining market significantly outperformed broader indices in the month of March with the GDX rising 15% versus the TSX being...

Atrium Research

Mining Monthly: February Edition

The metals and mining market took a breath after a strong January with gold and copper pulling back 5% and 3%, respectively As full-year earnings...

Atrium Research

ETU: A Dominant Foothold in a Dominant Jurisdiction

ETU’s flagship Hawkins project sits in one of the best mining neighbourhoods in the world with its massive 681km2 land package spanning 80km along...

Atrium Research

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