reports
- Sid Rajeev
Aton Resources Inc. (TSXV: AAN) - Gold Retreats from Highs - Opportuni...
Gold and silver have pulled back from record highs but are still dramatically higher year-over-year, reflecting strong ongoing safe-haven demand driven by geopolitical uncertainty. Despite short-term volatility, prices are expected to stay well above historical norms, making high-quality mining companies with strong assets particularly attractive—especially as potential acquisition targets. Aton has greatly outperformed both the TSXV and the junior gold miners ETF, rising 228% year-over-year. Th...
- Sid Rajeev
Kingman Minerals Ltd. (TSXV: KGS / OTCQB: KGSSF / FSE: 47A1) Flying U...
Kingman’s Mohave Gold Project in Arizona centers on the previously operating Rosebud Mine, which is seen as an advantage because past-producing sites are typically easier to redevelop than brand-new projects. The area contains two main deposit types: high-grade epithermal gold and large-scale, lower-grade porphyry copper. Historical (unverified) estimates suggest a modest-sized resource of gold and silver, but with exceptionally high gold grades (17–20 g/t), far above typical mine averages, indi...
- Sid Rajeev
TNR Gold Corp. (TSXV: TNR / OTC: TRRXF) - Royalties Ready to Pay Off ...
TNR has surged 240% year-over-year, far outperforming the BetaShares mining royalty ETF’s 17% gain. As a royalty-focused business with exposure to advanced gold, lithium, and copper projects, the company is poised to become revenue-generating, with its first royalty payment expected this quarter. Based on current prices, annual royalties could reach approximately US$1.60 million, marking a major milestone in TNR’s transition to a cash-flowing royalty company.
- Sid Rajeev
Global Education Communities Corp. (TSX: GEC) - Strategic Student Hous...
In Q1 FY2026 (ended November 2025), EPS beat expectations, supported by stronger student housing revenue, improved margins, and lower G&A expenses. Revenue rose 2% YoY but fell 3% short of estimates, with rental growth (+14% YoY) offsetting weaker education revenue from lower international enrollments. Gross margin expanded 2.7 pp to 63%, and reduced G&A following the Sprott Shaw College sale helped lift EPS from ($0.07) to $0.01, exceeding estimates by 7%.
- Sid Rajeev
Blue Lagoon Resources Inc. (CSE: BLLG / FSE: 7BL / OTCQB: BLAGF) - Tra...
BLLG has surged 692% year-over-year, significantly outperforming gold (+70%) and the VanEck Junior Gold Miners ETF (+185%). The company has officially transitioned to producer status at its Dome Mountain project in British Columbia, completing its first gold and silver sale and generating $1 million from the delivery of 1,000 tonnes of mineralized material to Nicola Mining for processing. We believe this shift from explorer to producer supports a valuation re-rating, as producers typically comm...
- Sid Rajeev
Monument Mining Limited (TSXV: MMY / FSE: D7Q1) - Share Rally Continue...
MMY has announced a special cash dividend of $0.02 per share (1.63% yield), well supported by strong production and EPS growth, a solid $70M working capital position (C$0.28/share), and zero debt as of September 2025. Despite a 251% YoY share price increase—outperforming gold and junior miner benchmarks—the stock remains undervalued at 2.60x forward EBITDA, a ~50% discount to peers. With gold trading near record highs and sector multiples expanding, we expect increased M&A activity and maintain ...
- Sid Rajeev
Rocket Doctor AI (CSE: AIDR / OTC: AIRDF / FSE: 939) - AI-Driven Solut...
Rocket Doctor (RD) operates an AI-powered virtual healthcare platform that connects patients and physicians, addressing the rapid growth of virtual care. Virtual visits have increased from about 1% of healthcare appointments in early 2020 to over 20% today, and the global virtual care market is projected to grow from US$20 billion in 2025 to US$248 billion by 2034, representing a 32% CAGR. Since launching in Canada in 2020, RD has supported approximately 300 physicians and facilitated around 150...
- Sid Rajeev
LaFleur Minerals Inc. (CSE: LFLR / OTCQB: LFLRF / FSE: 3WK0) - Golden ...
LFLR is advancing its Swanson gold project in Quebec, with a Preliminary Economic Assessment and updated resource estimate expected next month. The project benefits from access to the fully permitted 750 tpd Beacon mill located 50 km away, supporting a low initial capital requirement and rapid development. We expect the PEA to outline modest CAPEX of roughly US$20–30 M, a sub-one-year path to production, and a mine plan capable of sustaining 10+ years of operations at average annual production o...
- Sid Rajeev
Sonoro Gold Corp. (TSXV: SGO / OTCQB: SMOFF / FSE: 23SP) - Advancing a...
We are resuming coverage on Sonoro Gold, which owns the advanced-stage Cerro Caliche gold project and the pre–resource stage San Marcial gold–silver project in Mexico. The company plans to spin out San Marcial into a new publicly listed entity, with existing shareholders receiving free shares. Mexico’s mining sector is showing signs of recovery under President Sheinbaum, with 100 of 175 pending permits already approved, improving investor sentiment. Cerro Caliche is strategically located near op...
- Sid Rajeev
First Phosphate Corp. (CSE: PHOS / OTCQX: FRSPF / FSE: KD0) - Building...
PHOS is up 111% since coverage was initiated in July 2025, driven by a combination of company-specific progress and favorable sector developments. Key catalysts include the addition of phosphate to the U.S. Critical Minerals list and China’s export controls on cathode active material for lithium iron phosphate batteries. Since September 2025, the company has raised $15M through equity financings, with in-the-money options and warrants providing the potential for an additional $14M in capital.
- Sid Rajeev
Silver Rally and Expansion Plans Overshadow Q3 Miss
AGX is up 264% YoY, outperforming the Junior Silver Miners ETF (+124%), as silver prices surged 121% YoY to a record $64/oz. Capitalizing on strong market sentiment, the company completed a C$22M equity financing in Q3, added another C$1M through warrant exercises, and has a further C$27M available from in-the-money options and warrants, materially strengthening its balance sheet.
- Sid Rajeev
Shares Surge on Resource Expansion & Drill Highlights
ROCK has surged 257% since May 2025, propelled by an updated resource estimate for its Contact Lake and Greywacke gold projects in Saskatchewan and strong early results from a 6,838 m drill program at Contact Lake. Indicated resources rose 17% to 0.90 Moz, while inferred resources climbed 156% to 1.13 Moz. Although grades decreased by 20% due to the inclusion of lower-grade material enabled by higher gold prices, the significant increase in total contained ounces more than offsets the grade decl...
- Sid Rajeev
Tailwinds from Robust Affordable Housing Demand and Falling Rates
The company has completed its shift into a pure-play student housing operator after selling Sprott Shaw College for $35 M. Student housing typically outperforms traditional multifamily with higher rents per square foot and stronger investor yields. Recent market activity supports the sector’s strength: Morgan Stanley Investment Management and its partner acquired an eight-property, 6,200-unit U.S. student-housing portfolio for $1.4 B, valuing beds at roughly $162k—close to the $165k per-bed valu...
- Sid Rajeev
Posts Record Q3; Impairment Growth Signals Caution
Q3 delivered another record-breaking performance. Mortgage advancements surged 68% YoY to $20M — the strongest Q3 in the company’s history. Net receivables climbed 8% QoQ to $52M, also a new high. Revenue increased 47% YoY and EPS rose 12% YoY, both exceeding our estimates by 1% on stronger-than-expected lending rates.
- Sid Rajeev
Secures Denison as JV Partner in Transformative Deal
Skyharbour Resources (“SYH”) has brought in Denison Mines (TSX: DML) as a joint-venture partner to advance the Russell Lake uranium project in Saskatchewan’s Athabasca Basin. Strategically located between SYH’s Moore project and Denison’s Wheeler River, Russell Lake represents a valuable addition to Denison’s regional portfolio. The agreement provides SYH with up to $61.5M in total consideration from Denison—$21.5M in cash and shares plus $40M in exploration funding—allowing Denison to earn bet...
- Sid Rajeev
B.C. Critical Minerals Project Gets Green Light
West High Yield has secured permit approval from the B.C. Ministry of Mines and Critical Minerals to advance its Record Ridge magnesium project into open-pit development. Given the typically rigorous permitting environment in B.C., this approval represents a major milestone and materially de-risks the project. Management expects to begin site preparation and small-scale test mining next year. Under its agreement with U.S.-based Galaxy Magnesium—a producer of high-purity magnesium and custom all...
- Sid Rajeev
Transformational Resource Growth / Rising M&A Potential
MLP is up 972% YoY, ranking among the top-performing junior resource stocks globally. The updated resource estimate for its Banio potash project in Gabon shows a 275% increase in M&I resources and a 210% increase in inferred resources. Notably, measured resources now account for 11% of the total (previously nil), and M&I has risen to 41% (from 36%), indicating stronger overall resource confidence. Despite the substantial tonnage expansion, average grades remained stable, a positive outcome given...
- Sid Rajeev
Kidoz Inc. (TSXV: KDOZ / OTC: KDOZF) - Q3 Growth, Regulatory Tailwinds...
KDOZ is performing strongly, with shares up 36% since August and record Q3 revenue of $3.67M (+60% YoY), beating estimates and outpacing major platforms’ ad growth. Expenses rose 27% YoY due to higher R&D for AI integration, but stronger revenue helped reduce losses. While global digital ad spending is expected to slow in 2025 amid macro and privacy headwinds, growth should rebound in 2026. Regulatory pressure around children’s data and age-verified advertising continues to increase, supporting ...
- Sid Rajeev
Delivra Health Brands Inc. (TSXV: DHB / OTCQB: DHBUF) - Positive EPS T...
DHB’s share price is up 93% YTD, significantly outperforming the S&P Personal Care Index, which is down 11%. Q1-FY2026 revenue grew 1% YoY, slightly below expectations due to softer LivRelief Infused sales, though management expects a rebound in H2 with a new distributor. EPS turned positive—beating expectations—and FY2026 EPS is now projected to finish in the black. Management is not concerned about the modest revenue miss given historical quarterly volatility, and remains confident in achievin...
- Sid Rajeev
Olympia Financial Group Inc. (TSX: OLY) - Mixed Results with Services ...
Q3 results were weaker than expected, with revenue down 6% YoY and missing forecasts by 3% due to lower interest earned on unallocated client capital. Client assets grew 1% QoQ to $12.97B. EPS fell 26% YoY—worse than the (7%) decline in H1—and missed estimates by 11%, driven mainly by softer revenue. The quarterly dividend remained steady at $1.80, yielding 6.32%. Despite the miss, core services revenue rose 10% YoY on higher transaction volumes, and continued growth is expected as demand for al...
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