reports
- Ben Pirie
- Nicholas Cortellucci
- CFA
Q4/24 Recap: All Our Research in One Place!
Quarterly Coverage Update As we close out the year, we are pleased to release our Q4/24 recap report, showcasing all the research content we have published over the past three months. This quarter, we introduced short-form company overviews, sharing them across our new TikTok page as well as LinkedIn, YouTube, and X (Twitter) to provide a brief introduction to some of our covered companies. We also proudly hosted Atrium Research’s inaugural Mining Investor Event, which brought together clients,...
- Ben Pirie
Mining Monthly: November Edition
What you need to know: • Following the election of Donald Trump, gold and precious metals fell sharply alongside the mining equities. Despite the shock drop, the metals began a reassuring rebound in the back half of the month. • Mining equities performed negatively with the GDX down 6.7%, GDXJ down 7.4%, SIL down 6.0%, and COPX down 2.4%. • Despite metals prices falling, there are many benefits to the mining industry under a Trump administration. • Financings were again elevated in November ...
- Ben Pirie
FISH: Miss from Operating Asset; Back to Steady State in Q4
What you need to know: • 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 continues to offer the leading dividend yield amongst its peers, at 5.1%. • Last month, we published a management interview with CEO Paolo Lostritto, watch it here. Yesterd...
- Ben Pirie
Mining Monthly: October Edition
What you need to know: • 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 juni...
- Ben Pirie
- Nicholas Cortellucci
- CFA
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 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%). This quarter has been our most active yet, ma...
- Ben Pirie
FISH: High Upside Royalty Company with a 5.0% Dividend Yield
What you need to know: • 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 is generating steady cash flow from its royalties and a silver purchase agreement with Mako Mi...
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