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>Quarterly Coverage Update As we enter the final quarter of the year, we are excited to release our quarterly recap report to update our readers on all the research content we have published in the last three months.</li><li> This quarter included substantial momentum across several sectors, with strong performance from the companies we cover.</li><li>Omai Gold Mines (+55%) led the way, followed by Allegiant Gold (+27%), Moon River Moly (+11%), and BQE Water (+10%).</li></ul>

Quarterly Coverage Update As we enter the final quarter of the year, we are excited to release our quarterly recap report to update our readers on all the research content we have published in the last three months. This quarter included substantial momentum across several sectors, with strong performance from the companies we cover.Omai Gold Mines (+55%) led the way, followed by Allegiant Gold (+27%), Moon River Moly (+11%), and BQE Water (+10%).

Sailfish Royalty Corp - Q3/24 Recap: All Our Research in One Place!

<ul><li>What you need to know: • September was a big month for the metals space as gold, silver, and copper were all up over 6%.</li><li>Gold broke to new all-time-highs, peaking at $2,685/oz before closing the month at $2,661/oz (up 46% LTM).</li><li>• The mining equities lagged the metals slightly but greatly outperformed broader markets with the GDX, GDXJ, SIL, and COPX up 4.8%, 8.2%, 7.9% and 11.0%, respectively.</li></ul>

What you need to know: • September was a big month for the metals space as gold, silver, and copper were all up over 6%.Gold broke to new all-time-highs, peaking at $2,685/oz before closing the month at $2,661/oz (up 46% LTM).• The mining equities lagged the metals slightly but greatly outperformed broader markets with the GDX, GDXJ, SIL, and COPX up 4.8%, 8.2%, 7.9% and 11.0%, respectively.

Moon River Capital Ltd - Mining Monthly: September Edition

<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>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

<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

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)

Sailfish Royalty Corp - Q3/24 Recap: All Our Research in One Place!

Quarterly Coverage Update As we enter the final quarter of the year, we are excited to release our quarterly recap report to update our readers on...

Atrium Research

Moon River Capital Ltd - Mining Monthly: September Edition

What you need to know: • September was a big month for the metals space as gold, silver, and copper were all up over 6%. Gold broke to new...

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

Lake Victoria Gold Ltd - Mining Monthly: July Edition

July was the second consecutive negative month for all 17 metals in our coverage except for gold, however, mining equities largely outperformed.

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

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