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.

Equity Bottom-Up

<ul>
<li>LVG’s strategic partnerships &amp; recent acquisitions have set the Company up for a transformational 2024.</li>
<li>The Company has substantial upside through its partnership with Barrick Gold as well as other exploration potential.</li>
<li>Lake Victoria Gold (LVG:TSXV) is a Canadian exploration and development company focused on the growth and consolidation of the Lake Victoria Goldfield in Tanzania.</li>
</ul>


LVG’s strategic partnerships &amp; recent acquisitions have set the Company up for a transformational 2024.
The Company has substantial upside through its partnership with Barrick Gold as well as other exploration potential.
Lake Victoria Gold (LVG:TSXV) is a Canadian exploration and development company focused on the growth and consolidation of the Lake Victoria Goldfield in Tanzania.


LVG: The Next Tanzanian Gold Producer + Big Upside

<ul>
<li>August was a mixed month for all metals, including the mining equities.</li>
<li>Gold continues to outperform other metals, up 2.3% on the month and up a staggering 29% over the last year.</li>
<li>Mining equities performed in line with broader markets, following significant outperformance in July.</li>
</ul>


August was a mixed month for all metals, including the mining equities.
Gold continues to outperform other metals, up 2.3% on the month and up a staggering 29% over the last year.
Mining equities performed in line with broader markets, following significant outperformance in July.


Trigon Metals Inc - Mining Monthly: August Edition

<ul>
<li>Following back-to-back positive months and new all-time highs, gold closed down slightly in June, while the gold equities sold off more dramatically.</li>
<li>Silver fell more sharply than gold (down 9%) following the strong outperformance in May (up 14%), and silver equities followed suit.</li>
<li>Copper also dropped significantly in June, down 9% to $4.4/lb while the copper equities outperformed the metal slightly, down 7%.</li>
</ul>


Following back-to-back positive months and new all-time highs, gold closed down slightly in June, while the gold equities sold off more dramatically.
Silver fell more sharply than gold (down 9%) following the strong outperformance in May (up 14%), and silver equities followed suit.
Copper also dropped significantly in June, down 9% to $4.4/lb while the copper equities outperformed the metal slightly, down 7%.


Agnico Eagle Mines Ltd - Mining Monthly: June Edition

<ul>
<li>May was silver’s time to shine, hitting 12-year highs up 13.7% on the month, significantly outperforming gold and other metals.</li>
<li>The silver equities also followed suit, up 13.4%.</li>
<li>Gold and copper posted smaller gains, despite both metals setting all-time highs mid-month, closing up 0.2% and 1.7%, respectively.</li>
</ul>


May was silver’s time to shine, hitting 12-year highs up 13.7% on the month, significantly outperforming gold and other metals.
The silver equities also followed suit, up 13.4%.
Gold and copper posted smaller gains, despite both metals setting all-time highs mid-month, closing up 0.2% and 1.7%, respectively.


Omai Gold Mines Corp - Mining Monthly: May Edition

Thematic (Sector/Industry)

<ul>
<li>Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.</li>
<li>Silver and copper also had strong months up 10% and 4%, respectively.</li>
<li>More notably, we are finally seeing the equities outperform their underlying metal price with the GDX, SIL, and COPX up 22.7%, 21.1% and 19.4%, respectively, significantly outperforming broader markets.</li>
</ul>


Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.
Silver and copper also had strong months up 10% and 4%, respectively.
More notably, we are finally seeing the equities outperform their underlying metal price with the GDX, SIL, and COPX up 22.7%, 21.1% and 19.4%, respectively, significantly outperforming broader markets.


Canada

Lake Victoria Gold Ltd. provides exploration and mining services. The Company explores and develops gold projects in Tanzania and the rest of Africa.

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Lake Victoria Gold (LVG CN)

LVG: The Next Tanzanian Gold Producer + Big Upside

Lake Victoria Gold (LVG:TSXV) is a Canadian exploration and development company focused on the growth and consolidation of the Lake Victoria...

Atrium Research

Trigon Metals Inc - Mining Monthly: August Edition

The precious metals prices and the mining equities were mostly in line with broader markets with the TSX up 1.0% and the S&P500 up 2.3%.

Atrium Research

Agnico Eagle Mines Ltd - Mining Monthly: June Edition

Following back-to-back positive months and new all-time highs, gold closed down slightly in June, while the gold equities sold off more dramatically.

Atrium Research

Omai Gold Mines Corp - Mining Monthly: May Edition

May was silver’s time to shine, hitting 12-year highs up 13.7% on the month, significantly outperforming gold and other metals. The silver equities...

Atrium Research

Mining Monthly: March Edition

Following a long period of consolidation, gold broke out in March, hitting record highs, and continuing to push higher as we enter April.

Atrium Research

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