Institutional Quality Equity Research for Every Investor

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 metals like copper and nickel positions PNPN for growth, with untapped potential across multiple zones.

Silver X Mining Corp. (TSXV: AGX) is a rapidly growing silver producer in Peru, advancing its Nueva Recuperada project. Despite a Q1 2025 production dip, lower cash costs boosted EBITDA and margins. With an 8,000-meter drilling program and plans to start production at the Plata Mining Unit in 2026, AGX targets 6 Moz annual output by 2028. Trading at a 30% discount to peers, AGX offers strong growth potential amid favorable silver price forecasts driven by global economic uncertainties and a persistent market deficit.

Zepp Health Corporation (NYSE: ZEPP) reported a robust Q1 2025, with self-branded product shipments up 25% YoY and revenue rising 10%, driven by the successful launch of the Amazfit Active 2 and Bip 6 smartwatches. Despite a slight EPS miss due to increased marketing spend, Zepp maintained its position as the seventh-largest global smartwatch maker. The company is navigating potential U.S. tariff challenges by front-running shipments and leveraging its Vietnam-based manufacturing. With a strong balance sheet ($179M in net working capital vs. $38M market cap) and plans for multiple product upgrades, Zepp is well-positioned for 20–35% revenue growth in Q2.

Atrium Mortgage Investment Corporation (TSX: AI) reported a 2% dip in Q1-2025 mortgage receivables to $852M, yet remains on track to hit $900M by year-end. Despite a 13% revenue and 7% EPS decline due to lower lending rates tied to Bank of Canada’s 225 bp cuts since June 2024, AI’s portfolio risk improved, with stage-three mortgages dropping 33% to 2.2%. With 96.7% first mortgages and a 61% LTV, AI is shifting toward lower-risk single-family and commercial properties. Amid sector challenges, including sluggish development and Trump’s tariff threats, AI’s stable $0.93/share dividend (8.4% yield) and focus on resilient property types position it well for a potential rebound in real estate lending as rates fall and economic uncertainties ease.