
*Disseminated on behalf of Enterprise Group, Energy Vault Holdings, Denarius Metals, TNR Gold, First Phosphate, Sonoro Gold, Chilean Cobalt, Bayhorse Silver, Focus Graphite, White Cliff Minerals, Namib Minerals, Kidoz Inc., Panoro Minerals, Millennial Potash, DLP Resources, and Lake Resources.
* All figures are in C$ unless otherwise noted, except for commodity prices, which are in US$.
In this edition, we review the performance of our two portfolios.
*Past performance is not indicative of future performance.
Equity markets extended gains last week, supported by improving sentiment and optimism around a potential U.S.–Iran agreement. Seven out of ten sectors in our Fair Value Model Picks portfolio reported gains, led by Healthcare, Consumer Cyclical, and Industrials, as investors rotated into cyclical names, while Energy and Consumer Defensive underperformed. Despite growing market optimism, we remain cautious as there is no certainty that Middle East tensions will ease in the near term.
We also cover material developments across companies under our coverage, including Denarius Metals’ bid for junior Emerita Resources, and our views on the transaction, as well as royalty major Altius Minerals’ strategic investment in TNR Gold, a junior royalty company we cover, signalling potential M&A activity. In addition, we highlight key developments across junior names spanning gold, phosphate, rare earths, copper, silver, and graphite. We are also introducing Namib Minerals, a relatively new African gold producer, that we believe is trading at a ~49% discount.
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Report Type |
Publication Date |
Report Name |
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Enterprise Group Inc. - Update |
Mar 18, 2026 |
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Market Intel Weekly |
Apr 6, 2026 |
Ceasefire Talks Stir Rotation: Meet the Sector You Never Knew Was Vulnerable |
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Energy Vault Holdings Inc. - Update |
Mar 19, 2026 |
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Denarius Metals Corp. - Update |
Apr 7, 2026 |
Nears a Transformative Milestone: Approaching Commercial Gold Production |
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Market Intel Weekly |
Feb 9, 2026 |
Under-the-Radar Stocks & the Launch of Our Curated Algo-Based Valuation Portfolio |
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