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>Moon River recently announced a highly economic PEA on its Davidson Project in B.C., the highest-grade molybdenum project outside of China.</li>
<li>The acquisition of a 25% stake in the Endako Project reduces single asset risk, providing MOO with $2M in working capital, $40M for maintenance and reclamation costs, as well as providing interest income to cover corporate G&amp;A, offering substantial upside for the Company.</li>
<li>Moon River looks to take advantage of a booming molybdenum market.</li>
</ul>


Moon River recently announced a highly economic PEA on its Davidson Project in B.C., the highest-grade molybdenum project outside of China.
The acquisition of a 25% stake in the Endako Project reduces single asset risk, providing MOO with $2M in working capital, $40M for maintenance and reclamation costs, as well as providing interest income to cover corporate G&amp;A, offering substantial upside for the Company.
Moon River looks to take advantage of a booming molybdenum market.


MOO: Tier-1 Assets, Tier-1 Jurisdiction, and a Critical Metal

<ul>
<li>July was the second consecutive negative month for all 17 metals in our coverage except for gold, however, mining equities largely outperformed.</li>
<li>As anticipated in our last Mining Monthly, the June sell-off marked a great buying opportunity in the metals equities.</li>
<li>We are excited by the continued outperformance in the mining sector compared to broader markets as we believe this will begin attracting generalist investors to the space.</li>
</ul>


July was the second consecutive negative month for all 17 metals in our coverage except for gold, however, mining equities largely outperformed.
As anticipated in our last Mining Monthly, the June sell-off marked a great buying opportunity in the metals equities.
We are excited by the continued outperformance in the mining sector compared to broader markets as we believe this will begin attracting generalist investors to the space.


Lake Victoria Gold Ltd - Mining Monthly: July Edition

Canada

Moon River Capital Ltd. operates as a capital pool company. The Company focuses on the identification and evaluation of businesses and assets with a view to completing a qualifying transaction. Moon River Capital serves customers in Canada.

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