reports
- Sid Rajeev
Lodestar Metals Corp. (TSXV: LSTR / OTC: SVTNF) - Betting on Untested ...
Lodestar’s Gold Run project is strategically located in a highly prospective mineral belt west of Nevada’s prolific Carlin trend—one of the world’s most productive gold regions, responsible for hundreds of millions of ounces of output—highlighting strong geological potential. The project also benefits from key operational advantages, including its location in a mining-friendly jurisdiction, access to existing infrastructure, and availability of third-party processing facilities, which could elim...
- Sid Rajeev
Millennial Potash Corp. (TSXV: MLP / OTCQB: MLPNF / FSE: X0D) - Big Ca...
Potash markets are tightening as geopolitical tensions and supply constraints continue to drive prices higher, with prices up 11% year-over-year to $373/t amid a fourth straight year of demand growth. Key pressures include sanctions on Belarus and Russia—together accounting for roughly 35% of global supply—along with rising instability in the Middle East (notably Israel and Jordan, which contribute ~10% of output), U.S.–Canada trade risks, and ongoing project delays. With global demand expected ...
- Sid Rajeev
Focus Graphite Inc. (TSXV: FMS / OTCQB: FCSMF / FSE: FKC0) - The Graph...
FMS is advancing two key graphite projects in Quebec—Lac Knife and Tétépisca—located in a mining-friendly region that hosts Canada’s only active graphite mine. Lac Knife stands out as one of the highest-grade graphite deposits in North America, supported by completed feasibility studies, while Tétépisca is also high-grade and ranks among the largest graphite resources on the continent. Both projects benefit from exceptionally high grades (15.4% at Lac Knife and 10.7% at Tétépisca), significantly...
- Sid Rajeev
Energy Vault Holdings Inc. (NYSE: NRGV) - 2025 Beat, Robust Pipeline G...
In 2025, the company delivered a strong financial performance, with revenue surging 341% year-over-year—primarily driven by third-party deployments—and exceeding expectations by 7%. Profitability also improved significantly, as adjusted EBITDA narrowed from a loss of $58M to $21M, outperforming the projected $39M loss, and notably turning positive in Q4-2025 at $10M compared to a $13M loss the previous year. At the same time, the company expanded its growth outlook, with contracted backlog incre...
- Sid Rajeev
Althea Copper Corp. - A High-Grade Copper Junior Nearing IPO: Introduc...
Althea Copper is nearing its public debut, advancing a reverse takeover (RTO) with plans to list on the CSE in the coming weeks after receiving conditional approval. The company intends to raise $0.75M through its IPO, followed by an additional $3–$5M later in the year to support growth. With insiders currently holding over 70% of shares, the IPO will help expand the public float while maintaining a tightly held structure. Management brings strong industry experience from major companies, includ...
- Sid Rajeev
Enterprise Group Inc. (TSX: E / OTCQB: ETOLF) - High Oil Prices, Stron...
The company saw a strong turnaround in 2025, with a solid Q4 lifting full-year revenue to a 5% YoY increase—2% above expectations—despite a 3% decline through the first nine months, driven by higher client activity and the Q2 FlexEnergy acquisition. However, profitability weakened, as gross margins fell 4 percentage points YoY to 41% (slightly below forecasts), leading to a 39% drop in EPS to $0.05 per share, missing estimates due to margin pressure. Despite this, the balance sheet remained heal...
- Sid Rajeev
White Cliff Minerals Limited (ASX: WCN / OTCQB: WCMLF) - Grade is King...
WCN is advancing the district-scale Rae copper-silver project in Nunavut, Canada, providing investors with exposure to copper and silver at a time when prices remain near historic highs despite a recent pullback. Strong investor interest is supported by a favorable outlook for copper, driven by U.S. dollar weakness, slow production growth, and ongoing supply disruptions, with the market expected to shift from a surplus in 2025 to a deficit in 2026. Additionally, the company demonstrates strong m...
- Sid Rajeev
Delivra Health Brands Inc. (TSXV: DHB / OTCQB: DHBUF) - E-Commerce Gro...
In Q2 (ended December 2025), revenue declined 12% year-over-year and came in 14% below estimates, primarily due to a 35% drop in Canadian sales caused by the timing of large customer orders. Historically, Q2 results have been uneven because of order timing, distributor shipments, and holiday season effects. Despite this weakness, direct-to-consumer e-commerce sales grew 27% year-over-year, indicating strong customer engagement and repeat purchasing. EBITDA fell as a result of lower revenue and c...
- Sid Rajeev
Olympia Financial Group Inc. (TSX: OLY) - 2025 Beat Despite Rate Softn...
In 2025, revenue declined 3.9% year-over-year but exceeded forecasts by 0.6%, largely due to lower interest on unallocated client capital. Earnings per share fell 17% YoY, though still came in 1.6% above expectations, while dividends remained stable at $7.20 per year (5.88% yield), consistent with projections. Client assets increased 10% YoY to $13.21B, slightly surpassing forecasts by 0.3%, and core division services revenue grew 9% YoY driven by higher transaction volumes. Looking ahead, servi...
- Sid Rajeev
Monument Mining Limited (TSXV: MMY / FSE: D7Q1) - Smashes Forecasts: R...
MMY has risen 228% year-over-year, significantly outperforming the VanEck Junior Gold Miners ETF (+165%), yet it still appears undervalued, trading at 1.67× forward EBITDA compared to the sector average of 4.42×, representing a 62% discount. Meanwhile, gold prices are up 78% YoY, though they have recently pulled back from historic highs. Despite potential short-term volatility, the outlook for gold remains positive, supported by continued safe-haven demand amid heightened geopolitical tensions i...
- Sid Rajeev
Sonoro Gold Corp. (TSXV: SGO / OTCQB: SMOFF / FSE: 23SP) - Big Resourc...
SGO has delivered strong performance, rising 185% year-over-year, outperforming both gold (+75%) and the Junior Gold Miners ETF (GDXJ, +163%), while recently releasing an updated resource estimate and Preliminary Economic Assessment (PEA) for its Cerro Caliche gold project in Mexico. The update showed major resource growth, with Measured and Indicated resources increasing 122% to 644,000 oz AuEq and total resources rising 68%, in line with earlier projections of 50–100% growth. This significantl...
- Sid Rajeev
Atrium Mortgage Investment Corporation (TSX: AI) - 2025 Beats Expecta...
In 2025, revenue declined 13% year over year due to lower lending rates but slightly exceeded expectations, while EPS fell 3% yet beat forecasts due to reduced loan loss provisions. Dividends decreased 3% to $1.03 per share, still above estimates and implying an 8.84% yield, while loan advances rose 2%, pushing net mortgages outstanding to $892M, slightly below forecasts. Macroeconomically, after 275 bps of rate cuts since June 2024, the Bank of Canada held rates steady at 2.25% into early 2026....
- Sid Rajeev
Eskay Mining Corp. (TSXV: ESK / OTC: ESKYF / FSE: KN7) - Momentum Buil...
ESK’s shares have risen 108% year-to-date as the company prepares for its next drilling campaign. Its Eskay project in British Columbia’s Golden Triangle sits in a highly mineralized region, surrounding the past-producing Eskay Creek gold–silver mine and neighboring major projects such as Seabridge Gold’s KSM and Newmont’s Brucejack gold mine.
- Sid Rajeev
Argo Gold Inc. (CSE: ARQ / OTCQB: ARBTF) - Triple Play Opportunity: Go...
Argo is a junior resource company focused on high-grade gold exploration in Ontario and Saskatchewan, oil production in Alberta, and uranium claims in the Athabasca Basin. Its portfolio provides uncommon exposure to gold, oil, and uranium, three commodities currently attracting strong market interest. The company is backed by prominent mining investor Eric Sprott, who holds a 16% equity stake, signaling confidence in Argo’s management and asset portfolio.
- Sid Rajeev
MetalQuest Mining Inc. (TSXV: MQM / OTCQB: MQMIF / FSE: E7Q) - Diversi...
MQM’s share price has risen 58% since October 2025, supported by several transactions that strengthened and diversified its portfolio. The company’s flagship Lac Otelnuk Iron Ore project in Quebec is progressing through engineering work with plans for an updated feasibility study. A previous 2015 study estimated an after-tax NPV (8%) of US$5.24B at an iron ore price of US$105/t, while MQM’s current market cap is only $14M, suggesting the project may be significantly undervalued by the market.
- Sid Rajeev
New Age Metals Inc. (TSXV: NAM / OTCQB: NMTLF / FSE: P7J) - Acquisitio...
NAM is developing its flagship River Valley Palladium PGM project near Sudbury while rapidly expanding its exploration portfolio. Since early 2025, the company has acquired 16 mostly low-cost, fully owned properties in Newfoundland & Labrador and Ontario through staking. These projects target PGMs, gold, lithium, and critical minerals such as nickel, copper, and antimony, which are attracting strong interest as Western countries seek to reduce reliance on China for critical mineral supply.
- Sid Rajeev
Tartisan Nickel Corp. (CSE: TN / OTCQX: TTSRF / FSE: 8TA) - Hitting Hi...
Nickel prices have rebounded sharply, rising 24% over the past two months after a prolonged slump caused by Indonesian oversupply and slower EV battery demand. The recovery is being driven by possible supply cuts in Indonesia and growing demand from energy storage and AI-related uses. TN’s Kenbridge nickel-copper project in northwestern Ontario is located in a rapidly emerging nickel district near several advanced deposits. Regional leader Talon Metals has seen major success—its stock is up 746%...
- Sid Rajeev
Skyharbour Resources Ltd. (TSXV: SYH / OTCQX: SYHBF / FSE: SC1P) - AI ...
Uranium prices have surged 28% year over year to about US$88/lb, a level reached only twice before (briefly in 2007 and in late 2023), yet this rise has been largely overlooked compared to gold and silver. Demand signals are strengthening: the Sprott Physical Uranium Trust increased its holdings by 4% in one month to 78 million pounds. At the same time, faster U.S. nuclear approvals, long-term nuclear power commitments from major tech firms to support AI and data-center growth, and supply-chain ...
- Sid Rajeev
Blue Star Helium Ltd. (ASX: BNL / OTCQB: BSNLF) - Production Started, ...
Blue Star Helium (BNL) is an Australia-based company developing helium projects in Colorado. It has recently begun production at its first project, is in the process of ramping up output, and plans to bring a second project online later this year. Helium is a critical industrial gas used across electronics, energy, aerospace, and medical technologies, with essential applications such as MRI machines and semiconductor manufacturing. It is mainly produced as a by-product of natural gas, though ded...
- Sid Rajeev
Trident Resources Corp. (TSXV: ROCK / OTCQB: TRDTF) - Drilling Reveal...
Gold remains historically strong despite recent pullbacks due to safe-haven demand, and recent drilling at ROCK’s Contact Lake project in Saskatchewan found consistent near-surface gold across 19 holes, suggesting the deposit may be larger and deeper than previously thought.
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