High-Grade Copper, Gold & AI: Stocks on the Move

*Disseminated on behalf of Gensource Potash, Kidoz Inc., Flagship Minerals, Evolution PowerX, White Cliff Limited, New Age Metals, Sonoro Gold, Kingman Minerals, Energy Vault Holdings, Brookside Energy, Delivra Health, Trident Resources, South Star Battery Metals, and Denarius Metals.

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

Technology (+4.1%) led sector gains last week, closely followed by basic materials (+4.1%), as gold, silver and copper all rose WoW. The US$ and yields declined amid dovish Fed commentary. This week, we anticipate investor focus will shift to U.S. CPI and PPI inflation data as markets assess the interest-rate outlook ahead of the Fed’s September meeting.

Last week, our Top Picks portfolio returned +4.6% vs -1.2% for the benchmark (TSXV), with 16 of 22 holdings outperforming the benchmark, a 73% success rate. Our picks have outperformed the benchmark across all seven periods tracked, demonstrating consistent short and long-term performance.

Last week, our Fair Value Model portfolio returned +1.7% vs +0.6% for the benchmark (NYSE Equal Sector Weight/EQL), with 15 of 20 holdings, and eight of 10 sectors outperforming.

This edition highlights standout copper results from White Cliff Minerals, high-grade drilling from Sonoro Gold, strong gold recoveries from Kingman Minerals, and promising exploration results from New Age Metals. We also highlight Energy Vault following the strategic designation of one of its AI data center projects, and Brookside Energy following its low-cost acquisition, and a successful two-well drilling program.

*Past performance is not indicative of future performance.

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