reports
- Sid Rajeev
DBG Surges 144% YTD on Qatar Collaboration and Record Gold-Copper Pric...
Doubleview Gold Corp. (DBG) has surged 145% YTD, driven by record gold-copper prices and talks with Qatar for strategic financing of its Hat project in B.C.’s Golden Triangle. The polymetallic deposit boasts 5 Blbs CuEq, with high-grade drill results (e.g., 107 m at 1.42% CuEq) signaling resource growth. A resource update/PEA is nearing, while M&A potential rises amid favorable B.C. policies.
- Sid Rajeev
Delineates a Large Copper Resource Next to Capstone Copper
Golden Arrow (TSXV: GRG) uncovered 4.4 billion pounds of copper and metals at San Pietro, Chile, near Capstone Copper’s mines. Priced at just half a cent per pound vs others at 2 cents—a 71% discount. Digging in 2025 could boost it more and lock in the find. With copper hot and buyouts on the horizon, GRG’s in prime spot as trade tensions rise.
- Sid Rajeev
A Potential M&A Target Trading at a Steep Discount – Valuation Report
Southern Silver Exploration Corp. boasts a portfolio featuring the Cerro Las Minitas (CLM) project in Mexico, with 303 Moz AgEq. A 2024 PEA shows a $931M NPV5% and 21% IRR, yet SSV trades at 6% of NPV—a 61% discount to peers. With high-grade silver, expansion potential via a 25,000 m drill program, and robust economics, SSV is a prime M&A target amid soaring gold/silver prices and rising M&A activity.
- Sid Rajeev
Robust Q2: MMY Outshines Gold and Junior Miners
Monument Mining Limited (TSXV: MMY) shines in Q2-FY2025, with an 8.6 Koz gold output at Selinsing, up 26% YoY, beating estimates. Up 103% YoY, it outperforms gold (+35%) and juniors (+42%), yet trades at a steep 83% discount (1.0x EBITDA vs. 5.4x sector avg.). Revenue soared 80% YoY, gross profit hit $1,760/oz, and EPS beat forecasts by 42%. With $32M in cash, no debt, and M&A looming, MMY plans resource upgrades.
- 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
An Emerging Silver Producer Poised to Quadruple Production
Silver X's Nueva Recuperada project in Peru features the producing Tangana mine and advanced-stage Plata unit. An updated resource estimate shows 208 Moz AgEq, up 40% from 2022. A 2023 PEA on Tangana suggests a $175M NPV10% and 39% IRR at $23/oz silver (now $31/oz). Production hit 0.8 Moz AgEq in 2024 (9M), up 34% YoY, with revenue up 41%. Trading at $0.30/oz vs a $1.50/oz junior average, AGX may attract M&A interest amid high commodity prices.
- Sid Rajeev
Q2 Revenue Rebound: Building Momentum with Increased Marketing
Delivra Health Brands (TSXV: DHB) saw Q2-FY2025 revenue rise 34% YoY, driven by large orders and a strong US$, though 4% below estimates. Marketing costs hit 21% of revenue, but new products and expansion plans signal growth. At 0.25x revenue vs. peers’ 1.20x, DHB offers value. Rated BUY—read the full report for details.
- Sid Rajeev
2024 Beat Amid Strong Client Asset Growth
Olympia Financial Group (TSX: OLY) delivered a solid 2024, with client assets up 9% to $12.1B and revenue rising 3% YoY, beating estimates. Interest revenue fueled growth, though rate cuts may weigh on future results. Services revenue grew 2%, EPS fell 0.2% due to higher G&A costs, and dividends increased 24% to $7.20. Trading at a 41% EV/EBITDA discount to peers, OLY presents value. Rated BUY—see report for details.
- Sid Rajeev
Record-Breaking Q4 Blows Past Our Expectations
KIDZ stock surged 100% since Q3 2024, with Q4 revenue hitting a record $7.4M, up 23% YoY, beating estimates by 22%. Gross margins rose to 56%, and EPS soared 489% to $0.015, exceeding forecasts. Despite a 10% YoY revenue drop in 2024 (9M), KIDZ outperformed industry giants like YouTube and Meta in Q4. Trading at a 55% discount to peers, KIDZ is poised for growth in 2025, aided by COPPA 2.0 regulations favoring kid-focused ad platforms.
- Sid Rajeev
Consolidation Opportunities in an Emerging Nickel Region
Tartisan Nickel (CSE: TN) is advancing its Kenbridge nickel project in Ontario, constructing an all-season road and conducting environmental studies ahead of a pre-feasibility study by 2026. Despite soft nickel prices, long-term demand for EV metals remains strong. TN trades at a 40% discount to peers, with key catalysts ahead, including road completion, resource expansion, and M&A potential.
- Sid Rajeev
Imminent Royalty Revenue from Ganfeng’s Mariana Project
TNR’s portfolio primarily consists of a gold project in Alaska (Shotgun), and royalties in two advanced-stage projects in Argentina, including the Mariana lithium project owned by Ganfeng Lithium (SZSE: 002460/MCAP: $12B), and the Los Azules copper-gold project owned by McEwen Copper.
- Sid Rajeev
Drilling Success & Upcoming Resource Estimate
EQTY has surged 144% since February, driven by a promising 2024 drill program at Silver Queen. An updated resource estimate in Q3 is expected to show a 30% increase. The company also secured an option on a high-grade gold-copper-silver project in B.C. With $6.5M in cash and strong sector tailwinds, EQTY remains undervalued, trading at a 51% discount to peers.
- Sid Rajeev
Korella Sale Exceeds Our Valuation, Unlocks Value
NZP is selling its Korella phosphate properties for $3.7M in cash, with royalties potentially raising the total to $8M–$15M. The deal funds key projects without dilution, and production at Korella North could start within six months. With NZP’s market cap at $6M, the market may be undervaluing its assets.
- Sid Rajeev
Market Awakening to Strong Fundamentals
Our latest update on Loncor Gold Inc. (TSX: LN / OTCQX: LONCF / FSE: LO5) highlights a 43% gain since our last report, backed by strengthening gold fundamentals and ongoing resource expansion efforts. With gold prices near record highs and increased M&A potential, Loncor remains an undervalued opportunity in the sector. Key Takeaways: Gold Price Forecast Raised – Our models now project $2,000/oz long-term. High-Grade Resource – 3.7 Moz at 2.3 g/t gold at Adumbi, a near-term development asset. S...
- Sid Rajeev
Zancudo Production Imminent, Strengthens Balance Sheet
Zancudo's production is on the horizon, as Denarius Metals secures Environmental Impact Study (EIS) approval and targets first output by the end of this quarter. The Zancudo project’s robust economics, with an AT-NPV5% of $206M and an impressive AT-IRR of 287%, underscore its significant potential. The company’s recent strategic moves, including reducing its stake in the Aguablanca project to strengthen its balance sheet and securing C$4.6M in equity financing, position it for growth. Denarius ...
- Sid Rajeev
A Deep Value Play in the U.S. Lithium Sector – Valuation Report
Noram Lithium stands out as a deep value play in the U.S. lithium sector, with its Zeus project in Nevada trading at just 0.5% of its NPV. Adjacent to Albemarle's Silver Peak mine, the only lithium-producing operation in the U.S., Zeus holds resources comparable to major Nevada projects like Lithium Americas’ Thacker Pass. With lithium prices nearing break-even for large-scale projects and global EV sales projected to rebound in 2025, the undervaluation of Noram creates a unique opportunity. Po...
- Sid Rajeev
Lands $250M Offer, Almost Matching Our $255M Valuation
LITH is selling its 80% stake in the Arizaro project for $250M, with plans to return proceeds via a special dividend. Shares remain undervalued at a $145M MCAP. The company is spinning out its gold-copper assets into Kairos Gold and shifting focus to 11 lithium projects in Chile and Argentina. Key catalysts include the deal closing, Kairos spinout, and lithium exploration progress.
- Sid Rajeev
Boosted by High-Purity Iron's Critical Mineral Status in Canada
MQM’s Lac Otelnuk project is one of North America’s largest undeveloped iron ore deposits, with the potential to support a mine-life of 100+ years. A historic Feasibility Study valued the project at a post-tax NPV8% of US$5.24B, based on a CAPEX of US$9.4B and long-term iron ore prices of US$105/t. Recent recognition of high-purity iron as a critical mineral in Canada opens doors to government funding and tax incentives, enhancing the project's development prospects.
- Sid Rajeev
Expanding Footprint & Drilling Ahead in the Athabasca Basin
SYH has raised $10M and expanded its uranium portfolio to 36 properties, one of the largest among juniors in the Athabasca Basin. Fully funded drill programs at its flagship projects, Russell Lake (a JV with Rio Tinto) and Moore, are set to begin, targeting maiden resource estimates this year. The company could earn up to $34M through option agreements, with a strong balance sheet supporting growth. Industry tailwinds, including rising nuclear energy demand and recent $1.1B sector M&A activity, ...
- Sid Rajeev
A Deep Value Play with a Promising Early-Stage Lithium & Copper Portfo...
CELL, with a market cap of $6.5M and $4.5M in cash, is undervalued by the market. Recent strategic moves include acquiring a copper project in B.C.’s Omineca district and advancing lithium projects in Nevada, with resource estimates expected in 12–18 months. Pending drill results, strong copper prices, and potential M&A activity position CELL as a well-capitalized junior with significant upside potential.
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