TSX:LUG
TSX:LUGMetals and Mining

Lundin Gold (TSX:LUG) Valuation in Focus Following CEO Transition to Jamie Beck

A planned leadership change is always worth a closer look, and Lundin Gold (TSX:LUG) has certainly grabbed investor attention with the announcement that Jamie Beck, former CEO of Filo Corp., will take over as President and CEO this November. Beck’s reputation for driving value within the Lundin Group, paired with his operational and exploration background, makes this a significant moment for the company’s future direction. After a decade under Ron Hochstein’s stewardship, investors are now...
CNSX:HODL
CNSX:HODLCapital Markets

Did Sol Strategies' Nasdaq Debut Just Shift Its (CNSX:HODL) Investment Narrative?

Sol Strategies Inc., a Canadian Solana blockchain infrastructure investment firm, began trading on the Nasdaq Global Select Market under the ticker "STKE" and was added to the NASDAQ Composite Index earlier this week. By celebrating its listing with an on-chain bell ringing ceremony, Sol Strategies underscored its commitment to bridging traditional finance and blockchain technology. We'll explore how Sol Strategies’ Nasdaq debut and index addition redefine its investment narrative through...
TSX:OR
TSX:ORMetals and Mining

OR (TSX:OR): Assessing Valuation After an Unexpected Share Price Surge

OR Royalties (TSX:OR) may not have made headlines with a blockbuster announcement, but its recent stock surge has definitely caught investor attention. Sometimes these moves happen without a clear trigger, yet they still raise questions about what the market is seeing or perhaps what it’s anticipating. When a stock like this pushes higher seemingly out of nowhere, it’s often a sign that investors are reassessing its potential in the current market landscape. Over the year, OR Royalties has...
TSX:KXS
TSX:KXSSoftware

Kinaxis (TSX:KXS) Valuation in Focus After Workday Partnership Integrates Real-Time Planning Across Operations and Finance

Kinaxis (TSX:KXS) has made headlines by announcing a new partnership with Workday, aiming to bring much-needed unity to operational, financial, and workforce planning for its clients. This is not just another collaboration; it is a move that leverages AI to connect Kinaxis Maestro® and Workday Adaptive Planning, helping business leaders overcome delays and disconnects across supply chain, finance, and HR. From rapid scenario planning to watching the real-world impact of supply events in real...
TSX:OLA
TSX:OLAMetals and Mining

Orla Mining (TSX:OLA) Valuation in Focus After Agnico Eagle Exits Long-Term Stake

Orla Mining (TSX:OLA) has found itself in the spotlight after Agnico Eagle Mines offloaded its 11.3% stake in the company. For those weighing the next move, this development is more than a headline; it marks a shift in one of Orla’s longest partnerships. Agnico Eagle’s exit, framed as a natural evolution due to Orla’s steady growth and current conditions in the gold market, could introduce fresh trading dynamics and shift perceptions about where the company stands in its maturation...
TSXV:SCZ
TSXV:SCZMetals and Mining

Will Santacruz Silver Mining’s (TSXV:SCZ) Industry Outreach Reshape Its Long-Term Strategic Positioning?

Santacruz Silver Mining Ltd. presented at the 2025 Precious Metals Summit held at the Park Hyatt Beaver Creek Resort & Spa in Colorado on September 9, 2025, sharing updates with attendees from across the industry. Such conference appearances give companies valuable opportunities to address a concentrated audience of institutional investors and mining-sector analysts, often setting the stage for new strategic signals or operational updates. With investor focus heightened by the company's...
TSXV:HIVE
TSXV:HIVESoftware

A Look at HIVE Digital Technologies (TSXV:HIVE) Valuation Following Early Completion of Yguazu Bitcoin Mining Expansion

HIVE Digital Technologies (TSXV:HIVE) just delivered a clear signal to investors by completing Phase 2 of its Yguazu expansion in Paraguay ahead of schedule. Reaching over 18 Exahash per second of global Bitcoin mining capacity, the company not only achieved its targeted milestone months sooner than planned, but also demonstrated rapid deployment of new, fully funded mining hardware. This operational achievement stands out, especially with HIVE leveraging renewable hydroelectric energy. These...
TSX:BAM
TSX:BAMCapital Markets

Brookfield Asset Management (TSX:BAM): Assessing Valuation After Major $750 Million Debt Issuance

Brookfield Asset Management (TSX:BAM) has just wrapped up a substantial fixed income offering, locking in nearly $750 million through senior unsecured notes that mature in 2055. With a 6.077% coupon and features such as callability, this move is designed to boost the company’s long-term liquidity and financial flexibility. For investors wondering what this means, such a large capital raise can open doors for new investments, but it also comes with added obligations. This raises interesting...
TSX:HWX
TSX:HWXOil and Gas

Why Headwater Exploration (TSX:HWX) Is Up 8.7% After Raising 2025 Guidance and Shifting Capital Strategy

Headwater Exploration recently updated its outlook, raising 2025 production guidance after reporting outstanding exploration results in the Greater Pelican area and the Grand Rapids formation at Marten Hills West. The company’s plan to reallocate capital toward sustainability and further exploration while aiming to reduce development costs marks a meaningful operational shift. We'll explore how reallocating capital toward sustainability and exploration could reshape Headwater's investment...
TSX:FVI
TSX:FVIMetals and Mining

Fortuna Mining (TSX:FVI) Is Up 8.8% After Strong Gold-Copper Drilling Results at Arizaro

Earlier this week, Fortuna Mining Corp. reported new results from its ongoing US$19 million exploration program, including multiple gold and copper intersections at the Arizaro deposit near the Lindero Mine in Argentina. The identification of a second mineralization style and strong drilling results highlight early progress in expanding Fortuna’s resource potential in key jurisdictions. We'll examine how the expanded mineralization at Arizaro could influence Fortuna's outlook for resource...
TSX:BYD
TSX:BYDCommercial Services

Is Boyd Group’s CA$275 Million Note Issuance Transforming the Investment Case for Boyd (TSX:BYD)?

Boyd Group Services Inc. recently announced the successful closure of its private placement offering of CA$275 million senior unsecured notes due 2033, with proceeds earmarked for repaying existing debt. This refinancing move enables Boyd to enhance its financial flexibility by extending maturities and optimizing its capital structure. We’ll now examine how Boyd’s strengthened balance sheet from this debt issuance impacts its longer-term investment narrative and market position. Outshine the...
TSX:GOLD
TSX:GOLDMetals and Mining

GoldMining (TSX:GOLD) Is Up 6.6% After Gold Hits All-Time Highs—Has The Bull Case Changed?

Gold prices surged nearly 40% year to date to reach an all-time high of US$3,647 per ounce, amid central bank buying and expectations of an interest rate cut by the US Federal Reserve. This rally has created a sector-wide bullish outlook for gold mining companies, with investment interest fueled by both macroeconomic trends and increased industrial demand. We'll explore how the fresh all-time highs in gold prices reinforce GoldMining's investment narrative within today’s robust market...
TSX:AYA
TSX:AYAMetals and Mining

Aya Gold & Silver (TSX:AYA): Assessing Valuation After New High-Grade Silver Zone Discovery at Zgounder

Aya Gold & Silver (TSX:AYA) just shook up the mining sector with news of a new mineralized zone discovery north of its current open-pit at the Zgounder Silver Mine in Morocco. For investors watching resource plays, these high-grade silver drill results are the kind of update that gets attention. With several intervals showing strong silver grades across a range of drilling locations, Aya is hinting at the possibility of growing its resource base significantly in an area already viewed as...
TSX:DPM
TSX:DPMMetals and Mining

DPM Metals (TSX:DPM): Assessing Valuation After Notable High-Grade Drill Results in Serbia

DPM Metals (TSX:DPM) just made headlines with major drilling results out of Serbia, and the timing could not be more interesting for investors already eyeing the company. The latest exploration update showed high-grade copper-gold-silver intercepts at Dumitru Potok, a step forward that underscores the company’s resource potential. For those watching sector trends, these results were released as gold is once again enjoying safe-haven demand, adding an extra layer of interest to DPM’s...
TSX:CAR.UN
TSX:CAR.UNResidential REITs

Major Acquisitions and Community Partnerships Could Be a Game Changer for CAPREIT (TSX:CAR.UN)

Earlier this quarter, Canadian Apartment Properties Real Estate Investment Trust (CAPREIT) closed or agreed to acquire five rental apartment properties across Canada for a total of CA$214.0 million and completed two non-core property sales for CA$82.5 million, including a prominent expansion into West Vancouver and an agreement to acquire a large, amenity-rich complex in Regina. In addition, CAPREIT sold its land lease interest in North Vancouver to Nch’ḵaý Development Corporation,...
TSX:CRR.UN
TSX:CRR.UNRetail REITs

Crombie REIT (TSX:CRR.UN): Assessing Valuation as Montreal Development Project Breaks Ground

Crombie Real Estate Investment Trust (TSX:CRR.UN) just broke ground on its latest project, the Faubourg Contrecoeur commercial development in Montreal’s Mercier-Hochelaga-Maisonneuve. Alongside partner Harden, Crombie is rolling out more than 52,000 square feet of new retail space. The project will be anchored by a 40,000 square foot IGA supermarket set to open in summer 2026. This $30 million investment, featuring green design elements and a community-first focus, represents a clear step in...
TSX:DNG
TSX:DNGMetals and Mining

Will Dynacor Group's (TSX:DNG) International Expansion Enhance Its Competitive Position in Gold Processing?

Dynacor Group Inc. recently provided a corporate update detailing the resumption of full operations, ramp-up of mill optimization projects, and significant progress on expansion plans in West Africa and Latin America following the lifting of supply disruptions in July. A unique aspect is the company's simultaneous advancement of on-schedule pilot plant construction in Senegal and early-stage integration efforts at the acquired Svetlana processing plant in Ecuador, signaling active regional...
TSX:CNR
TSX:CNRTransportation

What Canadian National Railway (TSX:CNR)'s Intermodal Expansion and Wildfire Upgrades Mean for Shareholders

Earlier this month, CN and CSX announced a Memorandum of Understanding to launch an intermodal service into Nashville, providing a seamless rail alternative for international containers moving from Canada’s West Coast through Memphis, while CN also expanded its wildfire response with new firefighting railcars and equipment upgrades across its network. This dual focus on operational resiliency and cross-border network expansion could enhance both supply chain reliability and long-term growth...
TSX:DSV
TSX:DSVMetals and Mining

Could Discovery Silver's (TSX:DSV) Summit Spotlight Reveal Its True Industry Ambitions?

Discovery Silver Corp. is scheduled to present at the 2025 Precious Metals Summit in Beaver Creek on September 9 at 2:45 PM, hosted at the Park Hyatt Beaver Creek Resort & Spa in Colorado. This appearance positions Discovery Silver alongside leading industry players at a high-profile event where key operational updates and corporate priorities are frequently disclosed. With attention turning to Discovery Silver's upcoming industry presentation, we examine what this visibility could mean for...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Energy (TSX:CVE): Evaluating Valuation After Recent Share Price Climb

Cenovus Energy (TSX:CVE) has been making waves in the energy space lately, and that is probably not lost on anyone considering what to do with the stock. There has not been a standout event to push the share price in one direction, but anytime a big Canadian energy name moves like this, investors naturally want to figure out what the market is signaling. When shares creep higher, especially without a clear news catalyst, it is usually a cue for valuation-focused investors to take a closer...
TSX:EQX
TSX:EQXMetals and Mining

Equinox Gold (TSX:EQX) Is Up 8.7% After Valentine Mine Drilling Finds Broad Near-Surface Gold

In late August 2025, Equinox Gold announced a significant exploration update at its Valentine Gold Mine in Newfoundland & Labrador, highlighting new drilling success in the Frank Zone with broad-width, near-surface gold mineralization that remains open along strike and at depth. This discovery emphasizes the untapped growth potential within a 32-kilometre mineralized corridor and suggests feasibility for new open pit development at the site. We'll assess how these new exploration results at...
TSX:MG
TSX:MGAuto Components

Will a New CFO Shift Magna International’s Focus on Operational Discipline and Growth Strategy (TSX:MG)?

Magna International recently appointed Philip D. Fracassa as Executive Vice-President and Chief Financial Officer, following the retirement of long-serving CFO Patrick McCann, who will remain as an advisor until February 2026. Fracassa’s background as CFO at The Timken Company brings additional expertise in financial management that could influence Magna’s ongoing operational discipline and growth strategy. We'll look at how the new CFO appointment may shape Magna International's investment...
TSX:FOM
TSX:FOMMetals and Mining

Foran Mining (TSX:FOM): Valuation Insight After $70 Million Tax Credit Secures Provincial Backing

If you have been following Foran Mining (TSX:FOM), the latest news out of Saskatchewan might have given you pause. The company just secured approval to earn up to $70 million in transferable royalty tax credits under the province’s Critical Minerals Processing Investment Incentive. This provincial support is a big win, especially as Foran advances construction of the McIlvenna Bay Project toward its target production start in 2026. The financial boost both offsets future obligations and sends...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier (TSX:BBD.B) Valuation: How Strategic Debt Refinancing Shapes the Investment Case

If you have been eyeing Bombardier (TSX:BBD.B), the company’s latest move might give you pause to reconsider your next step. Bombardier recently completed and priced a substantial fixed-income offering of senior notes due 2033, adding $258.75 million to its coffers. The intent is clear and arguably strategic; management plans to use the proceeds for repaying and redeeming costlier, higher-coupon debt. For investors, this kind of proactive refinancing signals a push toward lower interest costs...