reports
- Sid Rajeev
Production and Earnings Exceed Expectations
Monument Mining Limited (TSXV: MMY, FSE: D7Q1) reported stellar Q3-FY2025 results, producing 9.5 Koz of gold at its Selinsing Gold Mine, up 74% YoY, beating estimates by 6%. Cash costs fell 5% to $876/oz, with gross profit up 18% to $2,071/oz. With $39M in working capital, no debt, and a planned resource upgrade drill program, MMY is set for growth. Despite a 246% YoY stock rise, it trades at a 73% discount to the sector’s 5.8x forward EBITDA. Rising gold prices and potential M&A activity enhanc...
- Sid Rajeev
Q1 Revenue Jumps 53% Despite Market Headwinds
Kidoz Inc. (TSXV: KDOZ / OTC: KDOZF) reported a stellar Q1-2025, with revenue soaring 53% year-over-year to $2.7M, the highest Q1 in its history, surpassing estimates by 26%. Growth was driven by robust demand for its child-safe advertising platform, outpacing YouTube (10%) and Meta (14%) ad revenue gains. Improved gross margins and lower G&A expenses boosted EPS from -$0.01 to -$0.0001, with free cash flow turning positive for the first time in four years. Stricter child privacy regulations, in...
- Sid Rajeev
Navigating Tariffs via Diversified Manufacturing & Geographic Expansio...
Delivra Health Brands Inc. (TSXV: DHB / OTCQB: DHBUF) has demonstrated resilience and growth, with a 50% stock increase since March 2025, outpacing the S&P Personal Care Index’s 1% rise. Q3-FY2025 revenue grew 1% year-over-year, aligning with estimates, while management projects continued annual growth following four years of gains (2% in FY2021-22, 20% in FY2023, 26% in FY2024). The company’s diversified manufacturing in Canada and the U.S. mitigates Trump’s tariff impacts, though a potential t...
- Sid Rajeev
High-Grade Discoveries Amid Rising North American Demand for Critical ...
Power Metallic Mines Inc. (TSXV: PNPN, OTC: PNPNF) has surged 378% in 2024, driven by high-grade discoveries at its Nisk project in Quebec. The Lion and Tiger zones boast exceptional polymetallic grades (2.05% Cu, 18 g/t Au-Ag-PGEs, 0.18% Ni), with the Lion zone estimated at 1.24 Blbs CuEq. Backed by investors like Robert Friedland and a $50M raise, the company is drilling aggressively, targeting a 2026 maiden resource. Despite tariff uncertainties, rising North American demand for critical meta...
- Sid Rajeev
Cost Savings Offset Production Dip Amid Expansion Plans
Silver X Mining Corp. (TSXV: AGX) advances its Nueva Recuperada silver project in Peru. Q1 2025 production fell 8% QoQ, but 14% lower cash costs drove positive EBITDA and better margins. Revenue dropped 10%, missing estimates. An 8,000m drilling program targets resource growth, with Plata Mining Unit production set for 2026, aiming for 6 Moz by 2028. AGX trades at a 30% EV/Revenue discount to peers. Bullish silver price forecasts, driven by US$ weakness, safe-haven demand, and a fifth-year marke...
- Sid Rajeev
Q1 Misses, but Acquisition and Debt Reduction Alleviate Impact
Enterprise Group, Inc. (TSX: E.TO, NASDAQ: ETOLF), an oil and gas equipment and services provider, reported a challenging Q1 2025, with revenue down 16% YoY and EPS down 50% YoY, missing estimates by 11% and 32%, respectively. The declines were driven by a tough comparison to an inflated Q1 2024 from a one-time gas project and delays in the Kitimat LNG plant, pushing gas producers to defer drilling. However, Enterprise strengthened its balance sheet by using $29M from a Q4 2024 bought deal finan...
- Sid Rajeev
Smartwatch Momentum Continues with New Launches and Tariff Mitigation ...
Zepp Health Corporation, a global smartwatch maker, delivered strong Q1 2025 results, with 25% YoY shipment growth and 10% revenue increase, fueled by new launches like the Amazfit Active 2 and Bip 6. Despite an EPS dip to -$0.08, Zepp holds its rank as the seventh-largest smartwatch brand. The company is mitigating U.S. tariff risks through strategic shipment planning and Vietnam-based production, while its $179M net working capital dwarfs its $38M market cap, signaling undervaluation. Zepp ant...
- Sid Rajeev
On Track for Record Revenue & Production, and Key LNG Milestones
Condor Energies Inc. (TSX: CDR/OTC: CNPRF) delivered strong Q1 results with record revenue, 4% QoQ production growth to 64,917 mcf/d, and 37% EBITDA rise. EPS missed estimates due to amortization. Operating Uzbekistan gas fields under a 20-year contract, Condor uses Western tech to boost output and reactivate wells, eyeing 15,000 mcf/d more in 2025. The company acquired a modular LNG unit for Asia’s first LNG facility in Kazakhstan, set for 2026, with $36M CAPEX. Condor anticipates record 2025 r...
- 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.
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