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.

Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Equity Bottom-Up

<ul>
<li>Gold Fields Limited's recent capitulation is likely overplayed and presents investors with a value gap.</li>
<li>Despite challenges such as Eskom power cuts, mine commissioning delays, and systemic risks in Ghana, Gold Fields' production remains best-in-class and is growing exponentially.</li>
<li>Gold Fields Limited's (NYSE:<span class="ticker-hover-wrapper">NYSE:GFI</span>) pro-cyclical nature means that its more than 17% month-over-month capitulation is of no surprise, especially considering a concurrent decline in gold prices induced by a volatile global monetary policy environment.</li>
</ul>


Gold Fields Limited's recent capitulation is likely overplayed and presents investors with a value gap.
Despite challenges such as Eskom power cuts, mine commissioning delays, and systemic risks in Ghana, Gold Fields' production remains best-in-class and is growing exponentially.
Gold Fields Limited's (NYSE:NYSE:GFI) pro-cyclical nature means that its more than 17% month-over-month capitulation is of no surprise, especially considering a concurrent decline in gold prices induced by a volatile global monetary policy environment.


Gold Fields Likely Won't Be This Affordable Again

South Africa

Gold Fields Ltd is a gold producer with annualised production of approx. 2.0 million gold equivalent ounces from six operating mines in Australia, Ghana, Peru and South Africa. The Company has four major projects at resource development or feasibility level.

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Gold Fields (GFI US)

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

Gold Fields Likely Won't Be This Affordable Again

Despite challenges such as Eskom power cuts, mine commissioning delays, and systemic risks in Ghana, Gold Fields' production remains best-in-class...

Pearl Gray Equity and Research

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