*Disseminated on behalf of Atrium Mortgage Investment, Zepp Health Corporation, Millennial Potash, Enterprise Group, Giga Metals Corporation, Enterprise Group Inc., Olympia Financial Group, Skyharbour Resources Ltd., Nine Mile Metals Ltd., Focus Graphite Inc., Doubleview Gold Corp., Argo Gold Inc., and Blue Star Helium Limited.

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

Equity markets edged lower last week as escalating geopolitical tensions in the Middle East weighed on investor sentiment, despite softer-than-expected U.S. inflation data that pushed treasury yields and the US$ lower. Consumer cyclical, real estate, and energy led sector gains, while basic materials was the weakest-performing sector despite relatively stable metal prices.

Last week, our Top Picks portfolio returned -4.8% vs -5.1% for the benchmark (TSXV). Our picks have outperformed the benchmark across all seven tracked periods.

Last week, our Fair Value Model portfolio returned 0.7% vs -0.3% for the benchmark (NYSE Equal Sector Weight/EQL). Our picks have outperformed the benchmark in two of the four tracked time periods.

This edition features Argo Gold's undervalued producing oil asset, Blue Star Helium's transition to commercial production, encouraging project updates from Doubleview Gold, Focus Graphite, Skyharbour Resources, and Nine Mile Metals, Olympia Financial's earnings-accretive corporate restructuring, and Enterprise Group's expanding customer adoption. Read on for our take on why these developments matter. As geopolitical tensions continue to influence markets, we believe these developments present compelling opportunities.

*Past performance is not indicative of future performance.

Last Week’s Five Most-Read Reports

Report Type	Publication Date	Report Name
Gensource Potash Corporation	Jul 12, 2026	Redefining Potash Mining: A Game-Changing Partnership in the Making
Market Intel Weekly	Jun 9, 2026	Fed Fears Weigh on Markets; Spotlight on a New Potash Opportunity
Market Intel Weekly	Jul 13, 2026	Actionable Ideas for the Week Ahead
BluSky AI Inc.	Jul 10, 2026	Building Infrastructure Capacity for the AI Era – Initiating Coverage
Monument Mining Limited	Jun 23, 2026	Executing on All Fronts, While Remaining Deeply Undervalued