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>As we conclude Q2/24, we are excited to release our inaugural quarterly recap report to update our readers on all the research content we have published in the last three months.</li>
<li>This period has been marked by dynamic performance across various sectors, with notable highlights in the companies we cover.</li>
<li>The best performers from our coverage universe include, ADF Group (+74%), Trigon Metals (+39%), BQE Water (+29%), and Dynacor Group (+12%).</li>
</ul>


As we conclude Q2/24, we are excited to release our inaugural quarterly recap report to update our readers on all the research content we have published in the last three months.
This period has been marked by dynamic performance across various sectors, with notable highlights in the companies we cover.
The best performers from our coverage universe include, ADF Group (+74%), Trigon Metals (+39%), BQE Water (+29%), and Dynacor Group (+12%).


Omai Gold Mines Corp - Q4/24 Recap: All Our Research in One Place!

<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.


<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>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

Victoria Gold Corporation is a gold exploration company. The Company is focused on adding shareholder value through project development and exploration, with full year production targeted for 2014.  Victoria's priorities are focused in the Yukon and Nevada.

Novo Resources Corporation evaluates, acquires, explores, and develops natural resource properties. The Company presently has an option to acquire an interest in an exploration property situated in south-central British Columbia.

Asiamet Resources Limited operates as a mining company. The Company mines metals and minerals in Kalimantan and Sumatra, Indonesia.

Mountain Province Diamonds Inc. explores and develops diamond properties. The Company holds a partial interest in the AK and CJ claims located in the Northwest Territories of Canada.

Kincora Copper Limited acquires, explores, and develops mineral properties. The Company is focused on the development of the Bronze Fox copper-gold prospect and acquiring other copper and gold exploration and development projects in Mongolia.

Sherritt International Corporation owns an interest in a nickel/cobalt metals business. The Company also owns assets which provide for the input requirements of the metals refinery and which also produce fertilizer.  Sherritt explores for, develops, and produces oil and natural gas reserves worldwide, as well as holds interests in power and agriculture industries.

Lucara Diamond Corporation is a diamond mining company. The Company owns interests in diamond projects in Botswana and Lesotho, Africa.

Lion One Metals Ltd.acquires and explores mineral properties.  The Company has an option to acquire certain mineral claims located on the Fijian Islands, including the assets collectively known as the Tuvatu Gold project.

Almonty Industries Inc. operates as a mineral exploration company. The Company operates production activities at the Los Santos Project, a tungsten mine located near Salamanca, in western Spain. Almonty Industries serves worldwide.

Sierra Metals Inc. is a Canadian mining company focused on precious and base metals from its Yauricocha mine in Peru and its Bolivar mine in Mexico. The Company is also advancing its Cusi silver project in Mexico from advanced development into commercial production. In addition, Sierra Metals is exploring several precious and base metal targets in Peru and Mexico.

S2 Resources Ltd explores, mines, and develops mineral resources. The Company offers commodities such as gold and base metals. S2 Resources conducts its business worldwide.

Sambo Industrial Co., Ltd. produces aluminum alloy ingots used in automobile parts.  The Company's major customers include major Korean car manufacturers.

Australian Pacific Coal Ltd. is a coal mining company. The Company is focused on coal tenements in Australia and has pending and granted Exploration Permits for Coal located in Queensland's Bowen, Galilee, Surat and Clarence-Moreton basins.

NIC Autotec, Inc. produces and sells Aluminum frames and Aluminum related products such as work cells and machine covers for industrial use. The company also offers a clean room system used for Semi-conductor and Micro-electronics industries.

NIPPON CHUTETSUKAN K.K. manufactures and sells iron pipes.  The Company sells its products to utility companies such as Tokyo Water Department and Tokyo Gas. Nippon Chutetsukan also produces manhole lids and other iron products.

Magnis Energy Technologies Limited operates as a exploration and development company. The Company owns graphite project in South East Tanzania, as well as uranium deposits in Tanzania and Western Australia.

Dongyang S.TEC Co., Ltd. develops and manufactures various steel products.  The Company's main products include thin steel sheets and plates used in auto, construction, shipbuilding, and machinery industry.

Neometals Ltd explores and develops mineral projects. The Company focuses on the exploration and development of lithium, titanium, vanadium, and other base mineral properties.

Indiana Resources Limited operates as a minerals exploration company. The Company focuses on gold exploration. Indiana Resources also owns and operates the Nachingwea Regional Exploration Project in south-east Tanzania, which includes the Ntaka Hill Nickel Sulphide Project.

Ionic Rare Earths Limited operates as a mineral exploration company. The Company extract gold and copper. Ionic Rare Earths serves customers in Australia.

Trigon Metals Inc. provides mining services. The Company develops mineral properties, as well as offers investment solutions. Trigon Metals serves customers in Canada.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Trigon Metals (TM CN)

Omai Gold Mines Corp - Q4/24 Recap: All Our Research in One Place!

As we conclude Q2/24, we are excited to release our inaugural quarterly recap report to update our readers on all the research content we have...

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

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: November Edition

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

Atrium Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)