frc-logo
  • HOME
  • TOP PICKS
    frc-logo
    • Policies
    • Privacy Policy
    • Terms of Service
    • Company
    • About Us
    • Our Team
    • Resources
    • Videos
    • Research Reports

    * FRC provides issuer paid research on some of the companies mentioned on this website. **past performance should not be taken as any indication of future returns.

    © 2025 Fundamental Research . All Rights Reserved.

    Home
    Research
    Screener
    Top Picks
    Home🔹Analysts' Ideas🔹Gold-Copper Junior Surges 47% WoW, Plus Biotech and Gold Producer Updates
    Analysts' Ideas of the Week

    Gold-Copper Junior Surges 47% WoW, Plus Biotech and Gold Producer Updates

    Published: 4/14/2025

    Author: FRC Analysts

    Main image for Gold-Copper Junior Surges 47% WoW, Plus Biotech and Gold Producer Updates
    *This article and research coverage is paid for and commissioned by issuers. See the bottom of this article for other important disclosures, rating, and risk definitions.

    In this edition, we analyze the performance of our top picks, including a gold-copper junior, whose shares rose 47% last week. We also highlight key updates from a biotech, and a junior gold producer under coverage. 

    • 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

    Monument Mining Limited (MMY.V, MMTMF)

    PR Title: Enters into another agreement to process ore at its Burnakura mill in Australia

    Analyst Opinion: Positive – This is the second such agreement signed by MMY this month. The latest announcement relates to a collaboration with Odyssey Gold Limited (ASX: ODY | MCAP: A$13M) to potentially process ore from the Tuckanarra gold project at MMY’s Burnakura mill, located 40 km away. Tuckanarra is an 80:20 joint venture between Odyssey and MMY, with MMY holding a 20% free-carried interest until a production decision. This project hosts 407 Koz of gold, grading 2.45 g/t. Earlier this month, MMY announced a similar agreement with Great Boulder Resources (ASX: GBR | MCAP: A$55M) to potentially process ore from GBR’s Side Well gold project, located 48 km from the Burnakura mill. Although both Tuckanarra and Side Well are in the exploration/development stage, these preliminary agreements, if converted into definitive toll milling arrangements, could provide MMY with a faster and more cost-effective path to stable cash flows. We anticipate record revenue and production this year from the company’s flagship Selinsing gold mine in Malaysia.

    Updates on Financials, Technology, Energy, and Special Situations Companies Under Coverage

    NurExone Biologic Inc./TSXV: NRX

    PR Title: Announces U.S. uplisting intention, and closes $2.3M private placement

    FRC Opinion: Positive - We believe NRX is on track to enter phase one clinical trials within 12 months. Last month, the company completed a preclinical study to support its application for an Investigational New Drug (IND) designation, a necessary step before initiating human clinical trials, for its ExoPTEN treatment for acute spinal cord injury (SCI). ExoPTEN has received orphan drug designation from the U.S. FDA, and the European Medicines Agency (EMA). We note that there is currently no cure for SCI.

     


     

    Top Picks

    The following table shows last week’s top five performers among our Top Picks. The top performer, Lumina Gold Corp. (TSXV: LUM), was up 47%. LUM owns an advanced-stage gold-copper project in Ecuador. 

    Top Five Weekly Performers WoW Returns
    Lumina Gold Corp. (LUM.V) 46.70%
    Southern Silver Exploration Corp. (SSV.V) 26.30%
    Contango Ore Inc. (CTGO) 24.40%
    Lake Resources NL (LKE.AX) 22.20%
    Rio2 Limited (RIO.V) 18.70%

    * Past performance is not indicative of future performance (as of Apr 14, 2025)

     

    Last week, companies on our Top Picks list were up 8.2% on average vs 7.3% for the benchmark (TSXV).

    FRC's Top Picks Portfolio vs TSXV Total Returns

    Performance by Sector 

    Total Return 1 Week 1 mo 3 mo 6 mo 1 yr Since launch
    Mining 10.20% 0.50% 12.50% -12.10% 3.20% -6.90%
    Cannabis N/A N/A N/A N/A N/A -23.60%
    Tech 4.60% -17.80% 4.40% 17.50% -2.00% -8.00%
    Special Situations (MIC) 1.70% -11.90% -19.90% -4.40% 16.20% -9.80%
    Private Companies N/A N/A N/A N/A 6.70% 30.50%
    Portfolio (Total) 8.20% -2.80% 6.30% -8.50% 5.40% 0.60%
    Benchmark (Total) 7.30% 0.50% 3.30% 4.00% 8.30% -29.60%
    Portfolio (Annualized) - - - - 5.40% 0.10%
    Benchmark (Annualized) - - - - 8.30% -3.00%

    1. Since the earliest initiating date of companies in the list of Top Picks  (as of Apr 14, 2025)

     

    Latest Research Reports
    Capital Direct I Income Trust 🔹 Mortgage
    Record Receivables and Earnings with Reduced Risk ProfilePublished on:5/8/2025
    Thumbnail for Record Receivables and Earnings with Reduced Risk Profile
    Trident Resources Corp. 🔹 Other Industrial Metals & Mining
    A New High-Grade Saskatchewan Gold PlayPublished on:5/8/2025
    Thumbnail for A New High-Grade Saskatchewan Gold Play
    Yorkton Equity Group Inc. 🔹 Real Estate
    Record 2024 Results: Positive Outlook Fueled by Rent Growth & Cap Rate CompressionPublished on:5/5/2025
    Thumbnail for Record 2024 Results: Positive Outlook Fueled by Rent Growth & Cap Rate Compression
    Builders Capital Mortgage Corp. 🔹 Mortgage Finance
    Strengthened Portfolio and Dividend ResiliencePublished on:5/2/2025
    Thumbnail for Strengthened Portfolio and Dividend Resilience