*Disseminated on behalf of South Star Battery Metals, Panoro Minerals, Trident Resources, Kidoz Inc., Denarius Metals, Nimy Resources, Brookside Energy, iMetal Resources, WHY Resources, Doubleview Gold, Argo Gold, and White Cliff Minerals.

* All figures are in C$ unless otherwise noted, except for commodity prices, which are in US$.

Equity markets advanced last week, with eight of the ten sectors we track posting gains, driven by easing geopolitical tensions, a weaker US$, and lower oil prices. Basic materials led the market as metal prices strengthened, while investors rotated out of defensive sectors and into more cyclical areas of the market.

Last week, our Fair Value Model portfolio returned 1.79% vs 1.75% for the benchmark (NYSE Equal Sector Weight/EQL). Our picks have outperformed the benchmark in two of the four periods tracked.

Last week, our Top Picks portfolio returned 1.56% vs 3.39% for the benchmark (TSXV). Our picks have outperformed the benchmark in four of the seven periods tracked.

In this edition, we highlight recent developments from companies under coverage, including a promising high-grade copper discovery, a favourable court ruling supporting the development of a large magnesium project, significant financing by a gold junior, and encouraging developments from several other energy and mineral resource companies under coverage. 

*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 8, 2026	Fed Fears Weigh on Markets; Spotlight on a New Potash Opportunity
Market Intel Weekly	Jun 1, 2026	FRC Model Picks Outperform as Industrials and Materials Rally
Brookside Energy Limited – Initiating Coverage	Apr 27, 2026	A Low-Cost U.S. Oil Producer with Price Tailwinds, Trading at a Steep Discount – Initiating Coverage
Nimy Resources Ltd. – Initiating Coverage	May 26, 2026	A Rare Western Solution for Critical Gallium Supply – Initiating Coverage
Market Intel Weekly	May 25, 2026	A New AI Infrastructure Opportunity & Resource Picks