Analysts' Ideas of the Week
Zepp’s New Launch, South Star’s Mine Update, and Coverage Updates
ByFRC Analysts
Disclosure: Articles and research coverage are paid for and commissioned by issuers. See the bottom for other important disclosures, rating, and risk definitions, and specific information.
Highlights
Disseminated on behalf of South Star Battery Metals Corp., Homerun Resources Inc., Tartisan Nickel Corp., Zepp Health Corporation, Fortune Minerals Limited, Kidoz Inc., Enterprise Group Inc., and Panoro Minerals Ltd. See the bottom of this report for other important disclosures.
We review the performance of our Top Picks, including a cobalt-gold junior, whose shares rose 25% last week. We also highlight a new product launch by a smartwatch maker under coverage, along with key updates from graphite, silica, and nickel juniors.
Updates on Resource Companies Under Coverage
South Star Battery Metals Corp.
PR Title: Provides updates on its Santa Cruz graphite mine in Brazil
Analyst Opinion: Positive – The Santa Cruz graphite mine has been selected to be part of the Brazilian government’s US$895M strategic minerals funding initiative, a program supporting critical mineral projects. This positions STS to access a wide range of potential funding, including grants, loans, and equity support for its expansion programs. Phase one operations are progressing well. The mine is permitted to produce up to 50 Kt of graphite concentrates annually. The first shipment of natural flake graphite concentrates was delivered in early June, to a North American client. Subsequent orders are currently being prepared.
Homerun Resources Inc.
PR Title: Executes a binding term sheet with an undisclosed institutional investor for a $6 million equity financing
Analyst Opinion: Positive – HMR is focused on developing a silica processing plant, and a solar glass manufacturing facility in Brazil. The company aims to finish its feasibility study this year, and start production at the silica plant in 2026, followed by solar glass manufacturing in 2027.
Tartisan Nickel Corp.
PR Title: Completes phase two construction of an all-season road to its Kenbridge nickel project (Ontario)
Analyst Opinion: Positive – A newly completed all-season road provides direct access to the Kenbridge project, significantly reducing exploration and logistics costs. TN has also secured approval for the Kenbridge Road Realignment Permit, enabling the start of phase three construction, critical for transporting large equipment and fuel to the site. Kenbridge hosts high-grade, open-pittable/underground class 1 nickel resources, essential for lithium-ion batteries. The company aims to complete a feasibility study in 2026.
