reports
- Sid Rajeev
Record 2024 Results: Positive Outlook Fueled by Rent Growth & Cap Rate...
Yorkton Equity Group Inc. (TSXV:YEG) delivered record 2024 results, with revenue up 38% to $9.4M and EPS soaring 91% to $0.06, beating estimates due to strong rent growth and $8M in property valuation gains. Owning $135M in real estate, including 518 residential units, YEG is poised for 3.5% property value growth in 2025, fueled by 3-4% rent increases in Alberta and B.C. Lower BoC rates and tight housing supply signal cap rate compression, boosting valuations. YEG trades at a 25% discount to pee...
- Sid Rajeev
Strengthened Portfolio and Dividend Resilience
Builders Capital Mortgage Corp. (TSXV: BCF) saw a 31% increase in mortgage receivables to $43M in 2024, driven by Q4 bond financing. Revenue rose 11% YoY, though EPS held at $1.04 due to higher loan loss provisions. The MIC reduced risk with more first mortgages and fewer impaired loans (4.7%). Despite tariff threats, BCF’s 9.36% dividend yield and resilient portfolio position it well. Lower BoC rates may boost volumes, but a cautious stance persists due to economic uncertainties.
- Sid Rajeev
Record Production and Revenue, Narrowed Losses
Silver X Mining Corp. (TSXV: AGX) reported a 20% YoY production increase to 1 Moz AgEq in 2024 at its Nueva Recuperada mine in Peru, with revenue up 39% to $21.85M and net losses cut 64% to $4.45M. Trading at an 83% discount to peers ($0.30/oz vs. $1.78/oz), AGX offers a compelling value. An updated 208 Moz AgEq resource estimate and planned 6 Moz production by 2028 signal growth. With M&A rising, AGX is well-positioned for strategic interest.
- Sid Rajeev
Record Revenue and Return to Profitability
Kidoz Inc. (TSXV:KIDZ / OTC:KDOZF) reported record FY2024 revenue of $14M, up 5% YoY, with Q4 surging 23% to $7M, the highest in company history. Gross margins rose to 54%, and EBITDA, EPS, and free cash flow turned positive, marking the first positive EPS since 2020. Stricter COPPA 2.0 regulations are expected to drive advertisers to Kidoz’s kid-friendly platform. Despite global ad spend concerns, Kidoz is modeled for 13% revenue growth in 2025, trading at a 28% discount to peers.
- Sid Rajeev
Building an Integrated Materials Business in Solar and Energy Storage
Homerun Resources Inc. (TSXV: HMR) aims to build a fully integrated High Purity Quartz (HPQ) business for solar and energy storage. With 63.91 Mt at 99.67% SiO₂ in Brazil, HMR plans raw silica sales and a 120K tpa HPQ plant. A US$165M solar glass facility is under study, targeting Brazil’s import-heavy market. Acquisitions in R&D and energy distribution diversify its portfolio. Key catalysts: mining permits, plant updates.
- Sid Rajeev
Steady Production Growth, Record Revenue Outlook, and Multiple Catalys...
Condor Energies Inc. (TSX: CDR / OTC: CNPRF) reported steady Q4-2024 production growth, hitting 18.5 bcf, with revenue at $66.7M. Q1-2025 production surged 19% QoQ to 73,000 mcf/d, boosting 2025 forecasts. A stable Uzbekistan contract and a Kazakhstan LNG project starting in 2026 signal record revenue potential, despite an EPS miss from higher costs.
- Sid Rajeev
Q4 Disappointing, 2025 Recovery Anticipated
Enterprise Group Inc. (TSX: E / OTCQB: ETOLF) saw Q4-2024 revenue drop 19% YoY due to low oil prices and a delayed LNG project, missing estimates with EPS at $0.07. Despite a 28% stock dip, a $29M financing cleared most debt, and Q1-2025 shows recovery signs with rising gas prices and drilling. Positive energy sector sentiment may aid its 2025 rebound.
- Sid Rajeev
Trump's Tariff Threats Boost Urgency for Domestic Critical Minerals
Fortune Minerals Limited (TSX: FT / OTCQB: FTMDF) leverages Trump’s tariff threats, boosting urgency for its NICO project—North America’s largest cobalt deposit, plus bismuth and gold. With $17M in 2024 funding from the U.S. DoD and Canada, rising metal prices, and a planned refinery, FT aims to meet surging EV and critical mineral demand, reducing reliance on China.
- Sid Rajeev
Navigating Tariffs & Capitalizing on Affordability
Zepp Health Corporation (NYSE: ZEPP) saw a 28% stock rise since November 2024, with Q4-2024 revenue up 40% QoQ, driven by a 29% shipment surge. Despite a negative EPS, the T-Rex 3 and Amazfit Active 2 launches boosted growth. Ranking seventh in global smartwatch sales, Zepp leverages affordability amid tariffs, with $207M in net assets against a $51M market cap, signaling undervaluation.
- 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.
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