*Disseminated on behalf of Monument Mining, Trident Resources, Graphite One, Golden Arrow Resources, Fortune Minerals, Chilean Cobalt, Trident Resources, WHY Resources, Brookside Energy, Tartisan Nickel, Sonoro Gold, Denarius Metals, Delivra Health Brands, and Kidoz Inc.

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

Equity markets advanced last week as easing U.S.-Iran tensions and expectations that the Fed will keep rates unchanged in July boosted investor sentiment. Oil and metal prices, including gold, silver, and copper, declined, making basic materials the weakest-performing sector, while communication services, real estate, and technology led the market. Looking ahead, we expect macroeconomic data and monetary policy expectations to remain the primary drivers of market direction.

Last week, our Top Picks portfolio returned -2.3% vs -4.8% for the benchmark (TSXV). Our picks have outperformed the benchmark in six of seven periods tracked.

Last week, our Fair Value Model portfolio returned +0.6% vs +0.5% for the benchmark (NYSE Equal Sector Weight/EQL). Since inception on February 9, 2026, our picks have returned +5.1% on average vs +3.1% for the benchmark.

In this edition, we highlight government-backed funding for Fortune Minerals, a strategic asset sale by Golden Arrow Resources, a processing milestone at Chilean Cobalt, strong gold drill results from Trident Resources, permitting progress at WHY Resources, advancement of Tartisan Nickel's flagship project, and Brookside Energy's progress toward production growth. Notably, Golden Arrow's asset sale was completed at the exact valuation we assigned to the assets in our most recent report, validating our valuation approach.

*Past performance is not indicative of future performance.

Last Week’s Five Most-Read Reports

Report Type	Publication Date	Report Name
Monument Mining Limited	Jun 23, 2026	Executing on All Fronts, While Remaining Deeply Undervalued
Market Intel Weekly	Jun 22, 2026	Geopolitical Jitters, Copper Discovery, Phosphate Financing & New Picks
Trident Resources Corp.	Jun 10, 2026	One of the Best-Performing Gold Stocks, Yet Significant Upside Remains
Graphite One Inc.	Jun 16, 2026	Advancing with Strong U.S. Government Support
Market Intel Weekly	Jun 15, 2026	Markets Advance as Risk Appetite Returns: Opportunities Emerging