
*Disseminated on behalf of Gensource Potash Corporation, Zepp Health Corporation, BluSky AI Inc., First Phosphate Corp., Focus Graphite, White Cliff Minerals Limited, Denarius Metals, Lake Resources, Olympia Financial, Rocket Doctor AI, Monument Mining Limited, Kidoz Inc., DLP Resources Inc., and South Star Battery Metals.
* All figures are in C$ unless otherwise noted, except for commodity prices, which are in US$.
Equity markets advanced last week after the Fed left interest rates unchanged, while lower oil prices and easing geopolitical tensions in the Middle East supported investor sentiment. Technology led the gains, followed by basic materials and industrials, while investor attention this week will focus on U.S. employment data, and developments in the Middle East.
Last week, our Top Picks portfolio returned 2.2% vs 1.6% for the benchmark (TSXV). Our picks have outperformed the benchmark in four of six periods tracked.
Last week, our Fair Value Model portfolio returned 2.0% vs 1.6% for the benchmark (NYSE Equal Sector Weight/EQL). Our picks have outperformed the benchmark in two of four periods tracked.
This edition features First Phosphate securing Québec's Filon fast-track status, Focus Graphite producing premium graphite concentrate, White Cliff Minerals reporting high-grade copper drill results, Denarius Metals continuing its production ramp, Lake Resources advancing financing and permitting at Kachi, Olympia Financial Group divesting another non-core business, and Rocket Doctor AI raising growth capital for its U.S. expansion. Read on for our take on why these developments matter.
*Past performance is not indicative of future performance.
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Report Type |
Publication Date |
Report Name |
|
Market Intel Weekly |
Jul 27, 2026 |
|
|
Zepp Health Corporation |
Jul 20, 2026 |
|
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Gensource Potash Corporation |
Jul 12, 2026 |
Redefining Potash Mining: A Game-Changing Partnership in the Making |
|
BluSky AI Inc. |
Jul 10, 2026 |
Building Infrastructure Capacity for the AI Era – Initiating Coverage |
|
Market Intel Weekly |
Jul 20, 2026 |
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