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>Following a big breakout in March, gold pressed on hitting new all-time highs, however, lost steam and fell towards the end of the month up just 2% in April.</li>
<li>Silver outperformed gold, being up 5% on the month.</li>
<li>Copper held its big gains from early in the month, up 13% to $4.6/lb.</li>
</ul>


Following a big breakout in March, gold pressed on hitting new all-time highs, however, lost steam and fell towards the end of the month up just 2% in April.
Silver outperformed gold, being up 5% on the month.
Copper held its big gains from early in the month, up 13% to $4.6/lb.


Orezone Gold Corp - Mining Monthly: April 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.


<ul>
<li>Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged.</li>
<li>Besides gold, other precious metals, commodities, and battery metals had a mixed month, while uranium’s strong performance accelerated, up 16% in January and hitting its highest price in more than 16 years.</li>
<li>We attended a busy Vancouver Resource Investment Conference in January.</li>
</ul>


Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged.
Besides gold, other precious metals, commodities, and battery metals had a mixed month, while uranium’s strong performance accelerated, up 16% in January and hitting its highest price in more than 16 years.
We attended a busy Vancouver Resource Investment Conference in January.


<ul>
<li>Gold continued to rise in December, gaining 1.3% on the month and closed out 2023 up 13% to $2,062/oz.</li>
<li>Sentiment Update Gold closed out the year up 13% at $2,062/oz, marking an all-time high in December at $2,135/oz.</li>
<li>Uranium posted yet another month of positive gains, ending the month up 12% at $91.0/lb and closing the year up 89%.</li>
</ul>


Gold continued to rise in December, gaining 1.3% on the month and closed out 2023 up 13% to $2,062/oz.
Sentiment Update Gold closed out the year up 13% at $2,062/oz, marking an all-time high in December at $2,135/oz.
Uranium posted yet another month of positive gains, ending the month up 12% at $91.0/lb and closing the year up 89%.


<ul>
<li>Precious metal prices were up modestly in November, following strong performance in October.</li>
<li>The mining equities outperformed the metals and broader markets as capital seems to have finally started to flow back into the sector.</li>
<li>Sentiment Update Precious metals moved higher during the month of November following a strong month of gains in October.</li>
</ul>


Precious metal prices were up modestly in November, following strong performance in October.
The mining equities outperformed the metals and broader markets as capital seems to have finally started to flow back into the sector.
Sentiment Update Precious metals moved higher during the month of November following a strong month of gains in October.


Canada

Omai Gold Mines Corp. operates as an exploration and development company. The Company focuses on gold properties. Omai Gold Mines serves customers worldwide.

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Omai Gold Mines (OMG CN)

Orezone Gold Corp - Mining Monthly: April Edition

Following a big breakout in March, gold pressed on hitting new all-time highs, however, lost steam and fell towards the end of the month up just 2%...

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

Mining Monthly: January Edition

Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged.

Atrium Research

Mining Monthly: December Edition

Gold continued to rise in December, gaining 1.3% on the month and closed out 2023 up 13% to $2,062/oz. Sentiment Update Gold closed out the year...

Atrium Research

Mining Monthly: November Edition

Sentiment Update Precious metals moved higher during the month of November following a strong month of gains in October.

Atrium Research

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