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>Sailfish Royalty reported Q3 financial results that missed our estimates due to decreased production from Mako Mining.</li>
<li>Mako management has outlined that production will return to normal levels in Q4.</li>
<li>Over the last nine months, FISH has repurchased 1.6M shares, decreasing its share count by 1%.</li>
</ul>


Sailfish Royalty reported Q3 financial results that missed our estimates due to decreased production from Mako Mining.
Mako management has outlined that production will return to normal levels in Q4.
Over the last nine months, FISH has repurchased 1.6M shares, decreasing its share count by 1%.


FISH: Miss from Operating Asset; Back to Steady State in Q4

<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>Sailfish Royalty is a precious metals royalty and streaming company focusing on assets in the Americas.</li>
<li>The Company has a strong respect for shareholder capital, currently offering a 5.0% dividend yield and actively repurchasing shares.</li>
<li>FISH has a 3% NSR on the Spring Valley project in Nevada that is expected to begin production in 2028 and scale to 349Koz Au per year.</li>
</ul>


Sailfish Royalty is a precious metals royalty and streaming company focusing on assets in the Americas.
The Company has a strong respect for shareholder capital, currently offering a 5.0% dividend yield and actively repurchasing shares.
FISH has a 3% NSR on the Spring Valley project in Nevada that is expected to begin production in 2028 and scale to 349Koz Au per year.


FISH: High Upside Royalty Company with a 5.0% Dividend Yield

<ul>
<li>Following strong performance in September, the precious metals again posted excellent returns, with gold being up 3.2% (to ATHs) and silver being up 4.1% (reaching its highest price in 12 years).</li>
<li>The mining equities had mixed performance relative to the metals with the GDX up 1.3%, GDXJ up 5.7%, SIL up 10.2%, and COPX down 7.6%.</li>
<li>Financings picked up massively in October as generalist capital returns to the mining industry, providing much-needed capital to the juniors.</li>
</ul>


Following strong performance in September, the precious metals again posted excellent returns, with gold being up 3.2% (to ATHs) and silver being up 4.1% (reaching its highest price in 12 years).
The mining equities had mixed performance relative to the metals with the GDX up 1.3%, GDXJ up 5.7%, SIL up 10.2%, and COPX down 7.6%.
Financings picked up massively in October as generalist capital returns to the mining industry, providing much-needed capital to the juniors.


Canada

Sailfish Royalty Corp. operates as a precious metal mining company. The Company explores and produces gold and other precious metal products.

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Sailfish Royalty (FISH CN)

FISH: Miss from Operating Asset; Back to Steady State in Q4

Sailfish Royalty reported Q3 financial results that missed our estimates due to decreased production from Mako Mining. Mako management has...

Atrium Research

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

FISH: High Upside Royalty Company with a 5.0% Dividend Yield

Sailfish Royalty is a precious metals royalty and streaming company focusing on assets in the Americas. The Company has a strong respect for...

Atrium Research

Mining Monthly: October Edition

Following strong performance in September, the precious metals again posted excellent returns, with gold being up 3.2% (to ATHs) and silver being...

Atrium Research

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