Two Fresh Ideas, New Discoveries & Untapped Upside

*Disseminated on behalf of Flagship Minerals Limited, Kidoz Inc., Evolution PowerX, Denarius Metals, Noram Lithium, Millennial Potash, Builders Capital Mortgage, Panoro Minerals, Southern Silver Exploration, Klondike Gold, Nine Mile Metals, White Cliff Minerals, Denarius Metals, Focus Graphite, Churchill Resources, Millennial Potash, F3 Uranium, Fairchild Gold, Arizona Gold & Silver, and Nimy Resources.

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

Last week, renewed U.S.-Iran tensions pushed oil prices higher, supporting energy stocks, while hawkish Fed comments increased expectations for a September rate hike, lifting treasury yields and the US$. The stronger US$, and higher yields, weighed on gold and silver, impacting basic materials. This week, we anticipate investors will focus on U.S. employment data for clues on the Fed’s interest-rate outlook.

Last week, our Top Picks portfolio returned -2.3% vs -1.0% for the benchmark (TSXV). Despite the short-term underperformance, our picks have outperformed the benchmark in five of seven periods tracked, with 73% of holdings up since their addition to the portfolio.

Last week, our Fair Value Model portfolio returned -1.6% vs -1.0% for the benchmark (NYSE Equal Sector Weight/EQL). Our picks have outperformed the benchmark in three of five periods tracked, with 70% of holdings up since their addition to the portfolio.

This edition highlights Nimy Resources’s strong gallium and rare earth recoveries, F3 Uranium’s expanding resource potential, Millennial Potash’s resource growth and upcoming feasibility study, and Focus Graphite’s move toward higher-value battery materials.

We also highlight Churchill Resources’ expanding multi-metal discovery, Denarius Metals’ potential for mine-life extension, White Cliff Minerals’ expanding high-grade copper discovery, Nine Mile Metals’ strong polymetallic drilling results, Klondike Gold’s growing royalty income, and Southern Silver’s high-grade silver results.

Finally, our upcoming initiations on Arizona Gold & Silver and Fairchild Gold highlight significant gold, silver, copper, and exploration upside.

*Past performance is not indicative of future performance.

Last Week’s Five Most-Read Reports

Report Type	Publication Date	Report Name
Evolution PowerX Corp.	Aug 21, 2026	Power Shift: Entering a Higher-Value Arena
Market Intel Weekly	Aug 24, 2026	Deep Value Opportunities in Critical Minerals You Need to Know
Market Intel Weekly	Aug 17, 2026	Major Catalysts Drive Another Week of Strong Developments
Kidoz Inc.	Aug 27, 2026	Outpaces Ad Giants; Stronger Outlook Amid Mounting Child-Safety Penalties
Flagship Minerals Limited	Aug 18, 2026	Gold for Inflation, Copper for AI: A Deep-Value Opportunity - Initiating Coverage