*Disseminated on behalf of Zepp Health Corporation, Gensource Potash Corporation, Denarius Metals Corp., Sonoro Gold Corp., Trident Resources Corp, Monument Mining Limited, DLP Resources Inc., Silver X Mining Corp., iMetal Resources Inc., First Phosphate, Lodestar Metals Corp., and Energy Vault Holdings.
* All figures are in C$ unless otherwise noted, except for commodity prices, which are in US$.
Metal prices rallied last week as a weaker US$, driven by softer than expected U.S. employment data, lifted investor sentiment, and supported gains in basic materials stocks. This week, markets will focus on U.S. CPI, PPI, and retail sales data, which could influence expectations for the Fed's next interest rate decision.
Last week, our Fair Value Model portfolio returned 4.6% vs 1.0% for the benchmark (NYSE Equal Sector Weight/EQL). Our picks have outperformed the benchmark in three of four periods tracked.
Last week, our Top Picks portfolio returned 4.5% vs 8.0% for the benchmark (TSXV). Our picks have outperformed the benchmark in four of seven periods tracked.
This edition features Denarius Metals strengthening its balance sheet, while making a strategic investment in Copper Giant Resources, Silver X Mining delivering record quarterly results, iMetal Resources securing a strategic investment from McFarlane Lake Mining, First Phosphate receiving additional federal funding, Lodestar Metals reporting promising drill results, and Energy Vault securing its largest-ever AI infrastructure contract. 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 |
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Zepp Health Corporation |
Jul 20, 2026 |
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Market Intel Weekly |
Jul 27, 2026 |
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Gensource Potash Corporation |
Jul 12, 2026 |
Redefining Potash Mining: A Game-Changing Partnership in the Making |
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Market Intel Weekly |
Jul 20, 2026 |
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Market Intel Weekly |
Aug 4, 2026 |
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