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    Analysts' Ideas

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    Explore the best stock market analysis and opportunities with our Analysts' Ideas of the Week. Stay informed with top picks from our experts, weekly mining commentary, cryptocurrency analysis and more.

    Analyst Idea of the Week

    Thumbnail for Major Miner Bids $261M for Loncor, 81% of Our Valuation

    Published on: 10/14/2025

    Major Miner Bids $261M for Loncor, 81% of Our Valuation

    We review the acquisition bid received by Loncor Gold (TSX: LN), a junior we had earlier flagged as a prime M&A candidate. Additionally, we highlight notable developments from our coverage universe, spanning juniors in gold, copper, rare earths, nickel, and lithium.

    Analyst Idea of the Week

    Thumbnail for Delivra Beats, Sprott Ups Stake in New Age, and a Rare Helium 3 Discovery

    Published on: 10/6/2025

    Delivra Beats, Sprott Ups Stake in New Age, and a Rare Helium 3 Discovery

    We review the performance of our Top Picks, led by Noram Lithium (TSXV: NRM), which gained 26% WoW. Over the past three months, our Top Picks have delivered an average return of 81%, significantly outperforming the benchmark’s 31% gain. Visit our website to view the full list of Top Picks by sector. We also share key updates from our coverage universe, including a health and wellness company that beat our FY2025 revenue and EPS estimates, along with major developments from juniors focused on lithium, gold, helium, and phosphate. *Past performance is not indicative of future performance. 

    Analyst Idea of the Week

    Thumbnail for Big Win for Student Housing Provider, Promising Updates from Gold & Lithium Juniors

    Published on: 9/29/2025

    Big Win for Student Housing Provider, Promising Updates from Gold & Lithium Juniors

    We review the performance of our Top Picks, led by potash junior Millennial Potash (TSXV: PML), which gained 22% WoW. Over the past three months, our Top Picks have delivered an average return of 113%, significantly 

    Analyst Idea of the Week

    Thumbnail for Sprott Invests in Silver Junior; Positive Updates from Potash and Helium Plays

    Published on: 9/22/2025

    Sprott Invests in Silver Junior; Positive Updates from Potash and Helium Plays

    We review the performance of our Top Picks, led by copper junior Panoro Minerals (TSXV: PML), which gained 17% WoW. Over the past year, our Top Picks have delivered an average return of 94%,

    Latest Reports

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    Our equity research reports thoroughly examine each company's financial and operational performance, equipping investors with the knowledge needed to make informed decisions.

    Eskay Mining Corp. 🔹 Other Industrial Metals & Mining

    Thumbnail for Advancing a District-Scale Opportunity in B.C.’s Golden Triangle – Resuming Coverage

    Published on: 10/15/2025

    Advancing a District-Scale Opportunity in B.C.’s Golden Triangle – Resuming Coverage

    Eskay Mining Corp. (TSXV: ESK / OTC: ESKYF / FSE: KN7) resumes coverage for district-scale project in B.C.'s Golden Triangle. Surrounds historic Eskay Creek; high grades up to 246 g/t Au, 371 g/t Ag. Preliminary 2.11 Moz AuEq estimate for Vermillion-TM. Gold >$4,000/oz drives M&A outlook; catalysts: exploration.

     

    Graphite One Inc. 🔹 Other Industrial Metals & Mining

    Thumbnail for A Strategic U.S. Graphite Play with Strong Government Backing – Resuming Coverage

    Published on: 10/15/2025

    A Strategic U.S. Graphite Play with Strong Government Backing – Resuming Coverage

    Graphite One Inc. (TSXV: GPH / OTCQX: GPHOF) resumes coverage as U.S. graphite play with gov't backing. Graphite Creek: largest Americas deposit. BFS: $5B NPV8%, 27% IRR, $4B CAPEX. Phased STP build; offtakes with Lucid; DoD grant, EXIM $895M interest.

    Delivra Health Brands Inc. 🔹 Drug Manufacturers-Specialty & Generic

    Thumbnail for FY2025 Beat: Geographic Expansion and Potential M&A in the Works

    Published on: 10/9/2025

    FY2025 Beat: Geographic Expansion and Potential M&A in the Works

    Delivra Health Brands Inc. (TSXV: DHB / OTCQB: DHBUF) FY2025 revenue up 8% YoY, beating estimates by 3% on strong Dream Water sales in U.S./Middle East. Share price +93% YTD. Adjusted EPS ($0.02), better than forecast. Expanding to Latin America; M&A planned for growth.

     

    Chilean Cobalt Corp. 🔹 Other Industrial Metals & Mining

    Thumbnail for Developing a Cobalt Supply Chain in the Americas – Initiating Coverage

    Published on: 10/7/2025

    Developing a Cobalt Supply Chain in the Americas – Initiating Coverage

    Chilean Cobalt Corp. (OTCQB: COBA) is developing a district-scale cobalt-copper project in Chile’s San Juan region, anchored by La Cobaltera. Cobalt is critical for EVs and batteries; DRC dominates supply. Prices up 50% YTD. Partnerships with Glencore and USSM; EXIM Bank interest for $317M funding.