TSX:NG
TSX:NGMetals and Mining

NovaGold Resources (TSX:NG): Valuation Check After Donlin Assay Results, FAST-41 Entry and Alaska Court Win

NovaGold Resources (TSX:NG) just checked three big boxes at Donlin Gold: final 2025 drill assays, entry into the FAST-41 permitting program, and a supportive Alaska Supreme Court ruling on key project approvals. See our latest analysis for NovaGold Resources. Despite a softer 1 day and 7 day share price return, NovaGold’s recent permitting wins and Donlin assay results have underpinned a powerful year to date share price return and strong 1 year total shareholder return, suggesting momentum...
TSXV:NFG
TSXV:NFGMetals and Mining

New Found Gold (TSXV:NFG) Is Up 30.2% After Expanding Queensway Footprint And Reporting High-Grade Drills

New Found Gold Corp. recently closed its acquisition of adjoining mineral claims from Exploits Discovery, expanding the Queensway Gold Project in Newfoundland and Labrador by up to 31% to 230,225 hectares, in exchange for share issuance and a 1% NSR royalty with an option to buy back half. Coupled with high‑grade grade-control drilling results at the Keats zone and fresh insider buying by Sprott Mining Inc., the enlarged land package strengthens the company’s exploration footprint and...
TSX:LUN
TSX:LUNMetals and Mining

Supreme Court Greenlights Candelaria Disclosure Class Action Might Change The Case For Investing In Lundin Mining (TSX:LUN)

In late November 2025, Lundin Mining Corporation announced that the Supreme Court of Canada upheld a 2023 Ontario Court of Appeal decision allowing a securities class action to proceed over the timing of disclosure of a 2017 pit wall instability and rockslide at the Candelaria Mine in Chile. This ruling means the certified class action will now move to the Ontario Superior Court of Justice, introducing additional legal and reputational uncertainty around Lundin Mining’s disclosure...
TSX:FM
TSX:FMMetals and Mining

First Quantum Minerals (TSX:FM) Valuation After New Hachita Copper-Gold Exploration Option Deal

First Quantum Minerals (TSX:FM) just struck an option deal with Elemental Royalties for the Hachita copper gold project in New Mexico, a measured step that quietly extends its long term exploration runway. See our latest analysis for First Quantum Minerals. The move comes as First Quantum’s share price sits at $33.31 and has enjoyed a strong run, with a roughly 35% 3 month share price return and year to date share price gains above 70%. This suggests momentum is rebuilding as investors...
TSX:AYA
TSX:AYAMetals and Mining

Does Boumadine’s Record Intercept And New Structure Change The Bull Case For Aya (TSX:AYA)?

Aya Gold & Silver recently reported its strongest mineralized intercept to date at the Boumadine project in Morocco, including a record metal factor interval and the discovery of a new high-grade parallel structure from its 2025 drill program. With up to 16 drill rigs planned and significant mineralization identified beyond the current pit shells, Boumadine’s scale and resource growth potential are becoming increasingly central to Aya’s long-term project pipeline. We’ll now examine how this...
TSX:SVM
TSX:SVMMetals and Mining

How An Analyst’s Copper-Focused Upgrade At Silvercorp Metals (TSX:SVM) Has Changed Its Investment Story

In recent days, Silvercorp Metals was upgraded from Hold to Buy by an analyst, reflecting confidence in the miner’s stronger production profile, improving margins, and expansion into copper alongside its core silver operations. This reassessment highlights how adding copper exposure and enhancing production efficiency could reshape Silvercorp’s earnings mix and risk profile within the metals and mining sector. We’ll now explore how this upgrade, driven by Silvercorp’s margin improvement and...
TSX:AP.UN
TSX:AP.UNOffice REITs

Allied Properties REIT (TSX:AP.UN) Valuation After 60% Distribution Cut and Rising Balance Sheet Concerns

Allied Properties Real Estate Investment Trust (TSX:AP.UN) just cut its monthly distribution by roughly 60 percent, trimming December’s payout to CA$0.06 per unit. This move reshapes its income profile and raises sector wide dividend questions. See our latest analysis for Allied Properties Real Estate Investment Trust. That harsh distribution cut lands on a unit price that has already been under pressure, with a roughly 35 percent 3 month share price return and a 5 year total shareholder...
TSX:AIF
TSX:AIFReal Estate

Altus Group’s C$350 Million Buyback And Insider Buying Could Be A Game Changer For Altus (TSX:AIF)

Altus Group Limited (TSX:AIF) recently launched a substantial issuer bid to repurchase up to C$350 million of its shares at C$50.00–C$57.00, funded with cash on hand and running through January 8, 2026, alongside board approval of a new buyback plan. Around the same time, Director William Brennan increased Long Path Partners’ stake with a roughly C$1.88 million insider purchase, reinforcing the perception that both management and key shareholders see value in Altus Group’s current...
TSX:KNT
TSX:KNTMetals and Mining

Assessing K92 Mining (TSX:KNT) Valuation After Processing Plant Expansion and Operational Progress

K92 Mining (TSX:KNT) has expanded its processing plant, a move that directly boosts production capacity and underlines ongoing underground development progress. This gives investors a clearer line of sight on future output and cash flow. See our latest analysis for K92 Mining. The plant expansion lands at a time when momentum is clearly building, with a 30 day share price return of 14.02 percent and a year to date share price return of 133.63 percent, supported by a 3 year total shareholder...
TSX:VZLA
TSX:VZLAMetals and Mining

Is Panuco’s Feasibility Study And Financing Confirming A New Phase For Vizsla Silver (TSX:VZLA)?

Vizsla Silver Corp. recently posted a replay of its webinar detailing the independent Feasibility Study for its 100% owned Panuco silver-gold project in Mexico, which outlines projected annual production of 17.4 Moz AgEq over a 9.4-year mine life and an after-tax NPV(5%) of US$1.80 billion. The study, supported by a flexible convertible notes financing of approximately US$286,000,000 net proceeds, underpins Vizsla Silver’s dual-track plan to advance mine development while continuing...
TSX:IPCO
TSX:IPCOOil and Gas

Is International Petroleum’s (TSX:IPCO) New Buyback the Clearest Signal Yet on Capital Allocation Priorities?

Earlier this month, International Petroleum Corporation (TSX:IPCO) announced a new normal course issuer bid authorizing the repurchase and cancellation of up to 6,468,077 shares, or about 5.77% of its 112,155,527 outstanding common shares, through to December 4, 2026. This move tightens the share count at a time when analysts already expect meaningful reductions in shares outstanding, potentially amplifying future per-share metrics if the company delivers on its growth plans. Next, we’ll...
TSX:AGI
TSX:AGIMetals and Mining

Did Alamos Gold’s (TSX:AGI) London Roadshow Quietly Reframe Its Long-Term Production Story?

Alamos Gold Inc. recently presented at The Northern Miner – International Metals Symposium in London, held from November 30 to December 1, 2025, showcasing its latest corporate updates to an audience of global metals investors and industry peers. This conference appearance has drawn fresh attention to Alamos Gold’s outlook and project pipeline, as investors look for clues on future production, costs, and exploration priorities. We’ll now explore how Alamos Gold’s London symposium...
CNSX:TRUL
CNSX:TRULPharmaceuticals

Trulieve Cannabis (CNSX:TRUL): Assessing Valuation After Texas Medical Cannabis License Approval

Trulieve Cannabis (CNSX:TRUL) just cleared a key hurdle in Texas, with state regulators granting conditional approval for a medical cannabis dispensing license. This opens the door to one of the largest long term markets in the country. See our latest analysis for Trulieve Cannabis. At a recent share price of $8.42, Trulieve’s 1 week share price return of 11.52 percent stands out against its 1 year total shareholder return of 8.93 percent, hinting that momentum is tentatively rebuilding after...
TSX:TSU
TSX:TSUInsurance

Trisura Group (TSX:TSU) Valuation Check After Renewed Share Buyback Plan

Trisura Group (TSX:TSU) just renewed its Normal Course Issuer Bid, giving itself room to buy back up to roughly 3% of its shares over the next year, a shareholder friendly capital decision. See our latest analysis for Trisura Group. The refreshed buyback comes after a steady, if unspectacular, stretch where Trisura’s share price has inched up year to date while the 1 year total shareholder return has stayed modestly negative, hinting that sentiment may be stabilising rather than surging. If...
TSX:MRU
TSX:MRUConsumer Retailing

How Investors Are Reacting To Metro (TSX:MRU) Authorizing A New 10 Million Share Buyback Program

Metro Inc. (TSX: MRU) previously announced a new normal course issuer bid on November 25, 2025, authorizing the repurchase and cancellation of up to 10,000,000 shares, or 4.68% of its 213,800,822 issued and outstanding shares, with the program set to run until November 26, 2026. This buyback plan provides an additional use of excess cash and may influence earnings per share over time by reducing the share count. Next, we’ll explore how Metro’s decision to repurchase and cancel shares fits...
TSX:LSPD
TSX:LSPDSoftware

Lightspeed Commerce (TSX:LSPD): Reassessing Valuation After a 13% Share Price Slide Despite Ongoing Revenue Growth

Lightspeed Commerce (TSX:LSPD) has been quietly repriced by the market over the past month, with shares sliding about 13% even as the business continues to grow revenue at a double digit clip. See our latest analysis for Lightspeed Commerce. That recent 30 day share price return of minus 12.7 percent sits on top of a much tougher backdrop, with the year to date share price return down close to 30 percent and the 1 year total shareholder return falling even further. This suggests momentum is...