Research from Atrium Research, Atrium Research Corporation

Atrium Research

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.

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