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>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.


<ul>
<li>Trigon announced commercial production at its Kombat mine.</li>
<li>This morning, Trigon Metals Inc. (TM:TSXV) announced that it has achieved commercial production as of Oct 11th, at its Kombat mine in Namibia.</li>
<li>Earlier this month, TM announced that on September 29th, the Company shipped its first copper concentrate from the Kombat mine.</li>
</ul>


Trigon announced commercial production at its Kombat mine.
This morning, Trigon Metals Inc. (TM:TSXV) announced that it has achieved commercial production as of Oct 11th, at its Kombat mine in Namibia.
Earlier this month, TM announced that on September 29th, the Company shipped its first copper concentrate from the Kombat mine.


Trigon Metals - Kombat Mine Announces Commercial Production

Canada

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

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Trigon Metals (TM CN)

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

Trigon Metals - Kombat Mine Announces Commercial Production

This morning, Trigon Metals Inc. (TM:TSXV) announced that it has achieved commercial production as of Oct 11th, at its Kombat mine in Namibia.

Atrium Research

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