Analysts' Ideas of the Week
Junior Gold Miner Leads Weekly Gains
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 Monument Mining, Zepp Health Corporation, Denarius Metals, Noram Lithium, Millennial Potash, Pulsar Helium, Golden Arrow Resources, Canadian Critical Minerals, and First Phosphate Corp. See the bottom of this report for other important disclosures.
We review the performance of our Top Picks, led by junior gold miner Monument Mining (TSXV: MMY), which gained 13% WoW. Overall, our Top Picks have delivered an average return of 97% over the past year, outperforming the benchmark’s 56% gain. Visit our website to view the full list of Top Picks by sector. We also share key updates on covered companies, including juniors in phosphate, helium, copper, and gold. *Past performance is not indicative of future performance.
Updates on Resource Companies Under Coverage
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PR Title: Announces results for LFP battery cells produced using North American raw materials
Analyst Opinion: Positive – Test results indicate that PHOS’s LFP battery cells perform on par with industry benchmarks. We believe this confirms the company’s ability to support a fully localized LFP battery supply chain in North America. LFP batteries support key markets like electric vehicles (EVs), and energy storage systems (ESS), and are gaining traction in rapidly growing sectors such as AI data centers, robotics, and automation.
Pulsar Helium Inc.
PR Title: Announces a non-binding agreement to increase land package
Analyst Opinion: Positive – The proposed acquisition will expand the company’s land package by over 1,400% to 63,281 acres in Minnesota. The package, located west of Pulsar’s flagship Topaz project, includes early-stage targets prospective for helium and hydrogen. PLSR can earn a 100% interest in exchange for US$1.2M in shares. The Topaz project hosts a high-grade helium resource, and the company is advancing toward an updated resource estimate, and a Preliminary Economic Assessment.
Canadian Critical Minerals Inc.
PR Title: Generated US$247K in revenue from the Bull River mine (B.C.) in July 2025
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 July 2025, CCMI had shipped 12,526 tonnes, generating US$2.97M in revenue. Proceeds will be used on engineering studies required for the final permit application to restart mill and underground operations. Stockpile extraction will likely continue for another six to nine months.
Golden Arrow Resources Corporation
PR Title: Sampling results from the Noemi target at San Pietro copper-gold project in Chile (QP: Brian McEwen, P.Geol., VP Exploration & Development of GRG)
Analyst Opinion: Positive – 48% of chip samples returned high gold grades, including 0.30 m of 5.67 g/t, 10.5 m of 1.82 g/t, 10 m of 1.88 g/t, and 8 m of 1.66 g/t. The 2 km long x 3 km wide Noemi target is located 7 km south from the Rincones deposit, which hosts part of a substantial inferred resource totaling 4.4 Blbs CuEq at 0.41%. The San Pietro project hosts two deposits, and five drill-ready targets, and is strategically located between three copper assets operated by Capstone Copper (TSX: CS).
