Top Pick Soars 24% in a Week / Gold & Helium Juniors in Focus
Published: 2/3/2025
Author: FRC Analysts
*Report and research coverage is paid for and commissioned by companies mentioned. See the bottom of this report for other important disclosures.
In this edition, we analyze the performance of our top picks, including an AdTech company, whose shares rose 24% last week. We also highlight promising developments from gold and helium juniors.
Highlights
- Gain insights into companies under coverage that experienced significant developments last week, along with our analysts' commentary and actionable takeaways.
- FRC top picks and standout performers from the past week
Pulsar Helium Inc. (PLSR.V, PSRHF)
PR Title: Two anomaly zones identified at the Tunu helium project (Greenland)
Analyst Opinion: Positive – A geophysical survey has identified two anomalous zones with helium potential. Management is in the process of identifying drilling locations, and potential strategic partners to advance the project. At its flagship Topaz helium project in Minnesota, PLSR has completed its second well (1,718 m), and deepened the first well from 671 m to 1,555 m, encountering promising values, confirming resource expansion potential. Management plans to complete a resource update, and a Preliminary Economic Assessment (PEA) in the coming weeks.
Canadian Critical Minerals Inc. (CCMI.V)
PR Title: Generated US$167k in revenue in December 2024
Analyst Opinion: Positive – Since early 2024, CCMI has been generating revenue through stockpile extraction at its Bull River copper-gold project in B.C. By December 2024, CCMI had shipped 6,255 tonnes, generating US$1.7M in revenue. Stockpile extraction will likely continue for another 12 to 15 months, potentially yielding another 10,000 tonnes, generating US$3M in revenue. Bull River hosts a high-grade, copper-gold-silver resource totaling 164 Mlbs CuEq at 2.1%. The project’s major advantage is it can be advanced to production quickly, facilitated by pre-existing infrastructure, including an underground mine, and a 700 tpd mill.
North Peak Resources Ltd. (BTLLF, NPR.V)
PR Title: Announces final results from its 2024 drill program at the Prospect Mountain property in Nevada
Analyst Opinion: Positive – The final set of assays confirmed the presence of a high-grade gold zone (42.7 meters grading 2.1 g/t), surrounded by a broad lower-grade halo with grades ranging from 0.24 to 0.71 g/t. Given that the drilling conducted so far covers only a small portion of the property, management plans additional drilling to explore several untested targets before considering a maiden resource estimate.
Golden Arrow Resources Corporation (GARWF, GRG.V)
PR Title: Announces additional drill results from the Rincones target at San Pietro project (Chile)
Analyst Opinion: Positive – The final two holes of a recent drill program also encountered mineralization over extended intervals. These results have extended the Rincones target by 400 m to the south (previously 2.6 km). The pre-resource stage San Pietro project is prospective for IOCG deposits (typically high-grade/low OPEX).
FRC Top Picks
The following table shows last week’s top five performers among our Top Picks. The top performer, Kidoz Inc. (TSXV: KIDZ), was up 23%. KIDZ is a leading, kid-friendly AdTech company. As detailed in our Q3-2024 report, we anticipate EPS turning positive this year.
* Past performance is not indicative of future performance (as of Feb 3, 2025)
FRC's Top Picks Portfolio vs TSXV Total Returns
Performance by Sector
1. Since the earliest initiating date of companies in the list of Top Picks (as of Feb 3, 2025)
2. Green (blue) indicates FRC's picks outperformed (underperformed) the benchmark.
3. Past performance is not indicative of future performance.
