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Research

Survey of Junior Resource Companies Under Coverage Strong Focus on Exploration and M&A in 2021

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Our Latest Top Pick is Up 61%

  Global equity markets were up 1.1% last week (down 1.7% in the prior week). China’s GDP grew at 4% in Q4-2021 vs 6% in Q4-2020.   Valuations of gold producers were up 1% (previously down 5%) last week; base metal producers were up 6% (up 2%).   As we...

Kiaro Holdings Corp. (TSXV: KO) – A Strong M&A Target

Highlights Q3-2022 (quarter ended October 2021) revenue was up 44% YoY, driven by store expansion and same-store sales growth. Revenue was 4% below our forecast as we were expecting the 17th store to open sooner. This...

Prepare for Additional Corrections in Equity Valuations

  Global equity markets were down 1.7% (up 1.3% in the prior week), while U.S. yields climbed last week, amid strong jobs data, suggesting that the U.S. Fed is highly likely to start raising rates in March.   Valuations of gold producers were down 5% last...

Introducing Our 2022 Forecasts

  Global equity markets were up 1.3% last week as concerns about the Omicron variant subsided.   Valuations of gold producers were up 3% in the past two weeks; base metal producers were up 6%.   As mentioned in our previous reports, Bitcoin prices have...

Weekly Cannabis Commentary

Weekly Cannabis Commentary Cannabis Industry Performance Last week, both Canadian and U.S. cannabis stocks fell. Key sector developments below (positive): ➢ Pfizer entered the cannabis sector with a US$6.7B acquisition of Arena Pharmaceuticals (NASDAQ: ARNA), a San...

Weekly Mining Commentary

Weekly Mining Commentary Global equity markets were down 2.3% last week (up 1.5% in the prior week) amid several negative events – a) rising new cases of Omicron in Europe, and the Delta variant in the U.S., b) governments implementing new measures/restrictions, c)...

An Oversold Silver Producer

  Global equity markets were up 1.5% last week (down 0.3% in the prior week) amid preliminary indications that Omicron is not as dangerous as the Delta variant. Researchers have stated that booster shots would improve immunity against Omicron.   Valuations...

Weekly Cannabis Commentary

Weekly Cannabis Commentary Cannabis Industry Performance Last week, both U.S. and Canadian cannabis stocks fell, although Canadian companies had a steeper fall. Key sector developments below (all positive): According to BDSA, cannabis sales were up MoM in Arizona,...

Weekly Mining Commentary

Weekly Mining Commentary Global equity markets were down 0.3% last week (down 2.5% in the prior week) amid uncertainties from the emergence of Omicron and the U.S. Fed’s hawkish remarks last week.   Although Omicron has now spread to 47 countries globally, preliminary...

Hawkish Fed and Omicron Vs Inflation

  Global equity markets were down 0.3% last week (down 2.5% in the prior week) amid uncertainties from the emergence of Omicron and the U.S. Fed’s hawkish remarks last week. Although Omicron has now spread to 47 countries globally, preliminary indications suggest...