reports
- Sid Rajeev
2024 EPS Beat: A Cautious Outlook Amid Tariff Threats
In 2024, AI's mortgage receivables fell 1.5% to $863M, with revenue down 1.3% YoY and EPS dropping 10%, yet beating forecasts. Dividends dipped to $1.06/share, while regular dividends rose to $0.93/share. With BoC rate cuts and a shift to low-risk properties, AI’s portfolio strengthened. Despite tariff threats, AI is poised to handle economic uncertainty, though we remain cautious on MIC stocks.
- Sid Rajeev
Dividend Delight in a Challenging Market
Atrium Mortgage Investment Corporation (TSX: AI), one of our top picks, reported record mortgage receivables of $926M in Q3 2024, despite sluggish sector activity and a 50% YoY decline in loan advancements. Revenue dipped 3% YoY due to declining lending rates, but EPS rose 4% on lower loan loss provisions. The company is reducing portfolio risk by focusing on lower-risk property types like single-family residential and income-producing commercial properties. With expected BoC rate cuts and risin...
- Sid Rajeev
Reports Highest Ever Q2 Revenue / Lower Rates Fuel Growth Prospects
Atrium Mortgage Investment Corporation (TSX: AI) reported its highest-ever Q2 revenue in 2024, with a 6% year-over-year increase, despite challenges in the sector. The company's earnings per share (EPS) were down 20% YoY due to higher loan loss provisions, leading to a 5% miss on estimates. The annual regular dividend remained steady at $0.90 per share. Loan advancements surged 53% YoY, driving mortgage receivables to a record high of $908 million. However, concerns arose over a $50 million mor...
- Research Department
INFORME DIARIO 31 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, FERROVIAL, MERLIN. EUROPA: SANOFI. El Ibex lidera en Europa Subidas en los índices europeos lideradas por el Ibex, que rebotó más de un +1,7% y recuperó los 11.300 puntos con las rentabilidades soberanas estrechando de nuevo. Así, en el STOXX 600 todos los sectores menos Energía, Tecnología y R. Básicos presentaron ganancias, lideradas por Inmobiliario y Bancos. Desde el lado macro, en la Eurozona la confianza económica de mayo repuntó menos...
- Sid Rajeev
Record Revenue and Reduced Risk: Atrium Mortgage’s Strong Start to 202...
We’re excited to share our latest report on Atrium Mortgage Investment Corporation (AI.TO - TSX, AMIVF - NASDAQ). Atrium has reported record-breaking Q1 revenue for 2024, despite the challenges of higher lending rates. With a focus on reducing risk and maintaining high dividend yields, Atrium continues to stand out in the mortgage finance industry.
- Sid Rajeev
- Sid Rajeev
- Ben Pirie
Top Ideas from VRIC 2024
What you need to know: • Earlier this week, we visited the Vancouver Resource Investment Conference to explore new ideas in the mining space given the deeply depressed valuations across the sector. • This report gives a brief introduction to eight companies that we found to be the most promising, including, Dolly Varden Silver (DV:TSXV), Amarc Resources (AHR:TSXV), West Red Lake Gold Mines (WRLG:TSXV), Idaho Strategic Resources (IDR:NYSE), Nevada Lithium (NVLH:CSE), Alaska Energy Metals (AEMC:TS...
- Sid Rajeev
- Ben Pirie
Mining Monthly: October Edition
What you need to know: • Precious metal prices were up substantially in October, rebounding from two months of consolidation, significantly outperforming broader markets which were down during the month. Other commodities and battery metals held in relatively flat. • The price of uranium continued to perform well over the last month and resulted in significant equity financings. • Deteriorating economic data leads us to believe we are approaching a long-awaited pivot after both the BoC and the...
FM FIRST QUANTUM MINERALS LTD.
IMG. IAMGOLD CORPORATION
MOZ MARATHON GOLD CORP.
PAAS PAN AMERICAN SILVER CORP.
RLG WEST RED LAKE GOLD MINES INC
NE.M.BA NEWMONT CORPORATION
EDV ENDEAVOUR MINING CORPORATION
ERO ERO COPPER CORP.
IMG IAMGOLD CORP.
MAI MINERA ALAMOS INC.
ORE OREZONE GOLD CORPORATION
VIT VICTORIA GOLD CORPORATION
ARTG ARTEMIS GOLD
ASCU ARIZONA SONORAN COPPER CO INC
FQM FIRST QUANTUM MINERALS LTD
ERO US ERO COPPER
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
AZS AZURE MINERALS
AUMN GOLDEN MINERALS CO.
BCF BUILDERS CAPITAL MORTGAGE CORP
CORA CORA GOLD
GRDM GRID METALS
LMS LATIN METALS INC.
KNC K9 GOLD
BNXA BANXA HOLDINGS INC
MQR MONARCH MINING CORPORATION
GRSL GR SILVER MINING LTD.
CRI CHURCHILL RESOURCES INC.
SIC SOKOMAN MINERALS CORP
GDBY GOODBODY HEALTH INC.
NPK VERDE AGRITECH LTD
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