*Disseminated on behalf of Giga Metals Corporation, DLP Resources, Enterprise Group, Builders Capital Mortgage, Olympia Financial Group, Gensource Potash, Cupani Metals, Focus Graphite, Blue Star Helium, Eskay Mining, Denarius Metals, Nimy Resources, and Nine Mile Metals.

Equity markets pulled back last week as stronger than expected U.S. jobs data increased expectations that the Fed may raise interest rates. Basic materials significantly underperformed, weighed down by weaker commodity prices, while technology stocks lagged as investors rotated away from higher-risk growth names.

Last week, our Top Picks portfolio returned -8.6% vs -6.8% for the benchmark (TSXV). With ~60% of our picks in the resource sector, recent weakness in resource stocks has weighed on our short-term performance (one year and less). 

Last week, our Fair Value Model portfolio returned -3.0% vs -0.6% for the benchmark (NYSE Equal Sector Weight/EQL). While we underperformed across all four reviewed periods, our portfolio would have significantly outperformed over the past three months and since inception excluding the impact of resource stocks. Visit our website to view our full list of Model Picks by sector.

In this edition, we highlight recent developments from companies under coverage, including junior resource companies focused on copper, gold, helium, and graphite. We also introduce Gensource Potash Corporation, a Saskatchewan-based potash developer a potash developer with attractive project economics, a scalable growth strategy, and a potentially transformational financing catalyst. 

*Past performance is not indicative of future performance.

Last Week's Five Most-Read Reports

 

Report Type	Publication Date	Report Name
Market Intel Weekly	Jun 1, 2026	FRC Model Picks Outperform as Industrials and Materials Rally
Market Intel Weekly	May 25, 2026	A New AI Infrastructure Opportunity & Resource Picks
Nine Mile Metals Ltd. – Initiating Coverage	Apr 21, 2026	High-Grades + Glencore Collaboration + A Speculative M&A Play – Initiating Coverage
Nimy Resources Ltd. – Initiating Coverage	May 26, 2026	A Rare Western Solution for Critical Gallium Supply – Initiating Coverage
Focus Graphite Inc.- Update	May 22, 2026	Raising Our Fair Value Estimate on Transformational Resource Upgrade