Canadian Basic Materials Stock News

TSX:PXT
TSX:PXTOil and Gas

Assessing Parex Resources (TSX:PXT) Valuation After 2026 Guidance And Board Transition Plan

What the 2026 guidance and board transition mean for Parex Resources (TSX:PXT) Parex Resources (TSX:PXT) has laid out its 2026 plan, pairing updated production guidance of 45,000 to 49,000 boe/d with a fully funded capital program and a scheduled board chair transition. Alongside this operational roadmap, the company expects Vice Chair Glenn McNamara to succeed Wayne Foo as board chair in May 2026. The leadership change is framed as part of its ongoing succession planning. See our latest...
TSX:FVI
TSX:FVIMetals and Mining

Fortuna Mining Reserve Growth And Expansion Plans Versus Valuation Concerns

Fortuna Mining (TSX:FVI) reported a substantial increase in mineral reserves at its Séguéla Mine. The company defined its first underground reserves at the Sunbird deposit, extending the mine life. Technical studies are underway for a planned expansion of the Séguéla processing plant to handle higher expected throughput. For investors watching TSX:FVI, these updates come with the shares trading around CA$15.97, after gains of 10.2% over the past week and 15.6% over the past month. The stock...
TSXV:QNC
TSXV:QNCSemiconductor

Assessing Quantum eMotion (TSXV:QNC) Valuation After NYSE American Listing Step And Quantum-Secured Energy Progress

Quantum eMotion (TSXV:QNC) has come into focus after filing a Form 40-F with the U.S. SEC, a key step toward a potential NYSE American listing, alongside progress on quantum-secured energy storage collaborations. See our latest analysis for Quantum eMotion. At a share price of CA$5.50, Quantum eMotion has recently seen a 9.8% 7 day share price return and a 56.7% 90 day share price return, while its 1 year total shareholder return is very large. This suggests recent NYSE American listing plans...
TSX:WFG
TSX:WFGForestry

Is West Fraser Timber (TSX:WFG) Pricing Reflect Its Recent Share Price Rebound And DCF Estimate

If you are wondering whether West Fraser Timber is priced attractively right now, you are not alone. The recent share moves have put valuation firmly in focus. The stock last closed at C$98.81, with returns of 1.4% over 7 days, 19.6% over 30 days, 14.6% year to date, but a 23.3% decline over 1 year and a 10.5% decline over 3 years, compared with a 29.8% gain over 5 years. Recent coverage has highlighted ongoing interest in West Fraser Timber as a North American wood products producer, with...
TSXV:HITI
TSXV:HITIPharmaceuticals

The Bull Case For High Tide (TSXV:HITI) Could Change Following New Voting Agreements Learn Why

High Tide Inc. recently filed a Form 6-K with the SEC outlining several Voting Support and Standstill Agreements that formalize how certain stakeholders will vote and interact with the company. These governance arrangements come as High Tide continues to build out its cannabis retail and e-commerce footprint, potentially shaping how future decisions around this expansion are made and controlled. We’ll now explore how the new Voting Support and Standstill Agreements could influence High...
TSX:GFL
TSX:GFLCommercial Services

Should GFL’s US Headquarters Shift and Index Ambitions Reshape GFL Environmental’s (TSX:GFL) Investor Base Strategy?

GFL Environmental Inc. has already relocated its executive headquarters from Vaughan, Ontario to Miami Beach, Florida, while keeping its Ontario incorporation and Toronto Stock Exchange listing, primarily to qualify for inclusion in major U.S. equity indices. An interesting angle is that this move aligns the corporate base with GFL’s largest revenue market and could broaden its investor and talent pools across North America. Next, we’ll look at how the headquarters shift and potential U.S...
TSX:AIF
TSX:AIFReal Estate

How Investors Are Reacting To Altus Group (TSX:AIF) Landing Cushman & Wakefield ARGUS Rollout

Altus Group Limited recently announced that Cushman & Wakefield has chosen its ARGUS Intelligence platform, along with Portfolio Manager, for a global rollout to support valuation and portfolio performance analysis across the firm’s commercial real estate operations. This global deployment by a major industry player underscores how Altus’ analytics and benchmarking tools are becoming more embedded in institutional real estate decision‑making and workflow transparency. We’ll now examine how...
TSXV:EXN
TSXV:EXNMetals and Mining

Excellon Resources (TSXV:EXN) Valuation Check After New Tres Cerros Concession Acquisition

Excellon Resources (TSXV:EXN) has drawn fresh attention after acquiring two mineral concessions south of its Tres Cerros gold and silver exploration property in Peru, expanding its land position by 1,132 hectares. See our latest analysis for Excellon Resources. The acquisition lands on the back of very strong recent trading momentum, with a 1 day share price return of 14.04%, 7 day return of 22.64%, 90 day return of 138.53% and a very large 1 year total shareholder return, while the 5 year...
TSX:FFH
TSX:FFHInsurance

Fairfax Financial Holdings (TSX:FFH) Is Down 6.2% After BMO Downgrade On Sector Concerns - What's Changed

Earlier this week, BMO Capital Markets downgraded Fairfax Financial Holdings to “market perform,” citing a more challenging backdrop for the insurance industry. The move highlights how shifting views on sector conditions, rather than company-specific headlines, can quickly influence investor sentiment toward Fairfax. With the recent share price decline, we’ll examine how BMO’s downgrade and its insurance-sector concerns shape Fairfax’s investment narrative. These 9 companies survived and...
TSX:WRN
TSX:WRNMetals and Mining

Western Copper And Gold (TSX:WRN) Valuation Check As New COO Brings Major Project Experience

Western Copper and Gold (TSX:WRN) is back on investor radars after the company appointed Robert Dirk as Chief Operating Officer, bringing 37 years of large scale mining project experience. See our latest analysis for Western Copper and Gold. The appointment of an experienced operator like Robert Dirk comes as Western Copper and Gold’s share price has moved to CA$5.16, with a 30 day share price return of 32.31% and a 1 year total shareholder return of 265.96%, suggesting momentum has been...
CNSX:DPRO
CNSX:DPROAerospace & Defense

Assessing Draganfly (CNSX:DPRO) Valuation After New Public Safety Drone Deployment In Europe

Interest in Draganfly (CNSX:DPRO) has picked up after the company announced that its drones will carry Smith Myers’ ARTEMIS mobile phone detection systems for Search and Rescue Sweden in public safety missions across Europe. See our latest analysis for Draganfly. These SAR and governance updates come after a mixed period for investors, with a 30 day share price return of 17.63% and a very large 1 year total shareholder return of 151.54%, set against a 3 year total shareholder return decline...
TSX:HWX
TSX:HWXOil and Gas

The Bull Case For Headwater Exploration (TSX:HWX) Could Change Following Strong 2025 Per-Share Production Growth

Headwater Exploration Inc. recently reported unaudited fourth-quarter 2025 average production of about 24,250 boe/d and full-year 2025 volumes of roughly 22,750 boe/d. The company also highlighted about 12% year-over-year production per share growth, underscoring how its output expansion is being achieved on a per-share basis rather than just through scale. Against this backdrop of production per share growth, we will now explore what these results mean for Headwater Exploration’s broader...
TSX:NTR
TSX:NTRChemicals

Is It Time To Reassess Nutrien (TSX:NTR) After Its 33% One-Year Rally?

If you are wondering whether Nutrien's current share price lines up with its underlying worth, you are not alone. That is exactly what this article will unpack for you. Nutrien's shares recently closed at $97.11, with returns of 5.1% over 7 days, 11.8% over 30 days, 11.9% year to date and 33.3% over 1 year. This naturally raises questions about how these moves compare to the company's estimated value. Recent attention on Nutrien has largely centered on its role in global agriculture and...