Canadian Chemicals Stock News

TSX:BAM
TSX:BAMCapital Markets

Is Brookfield (TSX:BAM) Quietly Rewiring Its AI Strategy Through Mega Partnerships and Subtle Stake Sales?

In February 2026, Brookfield Asset Management highlighted a US$20.00 billion AI infrastructure partnership tied to a US$100.00 billion opportunity and emphasized the Gulf region’s economic diversification, while affiliates completed a secondary offering in Rockpoint Gas Storage that increased its trading float but left Brookfield with 60% of voting control. Together, these moves underline how Brookfield is using large-scale partnerships and selective stake sales to deepen exposure to...
TSX:EIF
TSX:EIFAirlines

Exchange Income (TSX:EIF) Margin Improvement Reinforces Bullish Earnings Growth Narratives

Exchange Income (TSX:EIF) has wrapped up FY 2025 with Q4 revenue of $929.5 million and basic EPS of $0.93, while trailing 12 month revenue sits at about $3.3 billion and EPS at $3.20, giving investors a clear view of the recent earnings run rate. The company has seen quarterly revenue move from $687.7 million in Q4 2024 to $929.5 million in Q4 2025, with basic EPS over the same quarters shifting from $0.58 to $0.93, and trailing net profit margins edging up to 5.1% from 4.6%. Taken together...
TSX:MDI
TSX:MDIMetals and Mining

Does Major Drilling (TSX:MDI) Reveal a Strategic Shift as Revenue Rises but Losses Persist?

Major Drilling Group International Inc. recently reported third-quarter fiscal 2026 results, with sales rising to CA$184.63 million while posting a quarterly net loss of CA$10.84 million, and on the same day appointed veteran mining geologist and executive Shannon McCrae to its Board of Directors. McCrae’s extensive geology and mining leadership background, including roles at Barrick Gold, De Beers Canada and several mining company boards, adds technical and governance depth at a time when...
TSX:VNP
TSX:VNPChemicals

5N Plus (TSX:VNP) Margin Expansion And 244.6% Earnings Jump Test Premium P/E Narrative

5N Plus (TSX:VNP) FY 2025 earnings snapshot 5N Plus (TSX:VNP) closed out FY 2025 with fourth quarter revenue of US$102 million and basic EPS of US$0.09, setting the tone for a year where trailing twelve month revenue reached US$391 million and EPS came in at US$0.57 as net income over the same period totaled US$50.6 million. The company reported quarterly revenue moving from US$88.9 million in Q1 2025 to US$104.9 million in Q3 2025 before finishing the year at US$102 million. Basic EPS over...
TSXV:SM
TSXV:SMMetals and Mining

How Investors Are Reacting To Sierra Madre Gold and Silver (TSXV:SM) La Guitarra Capacity Expansion Plan

Sierra Madre Gold and Silver Ltd. recently reported progress on a two-stage expansion at its La Guitarra silver-gold mine, with processing capacity planned to rise from about 500 tonnes per day to as much as 1,500 tonnes per day by 2027 through mill, plant, and tailings upgrades. The company’s stepped-up investment in scoop trams, drills, haulage trucks, and loaders highlights a focus on improving mine development rates and material movement alongside the processing expansion. We’ll now...
TSX:CURA
TSX:CURAPharmaceuticals

Curaleaf Holdings (TSX:CURA) Valuation Check After New Ohio Dispensary Expansion

Why Curaleaf Holdings (TSX:CURA) is back on investors’ radar Curaleaf Holdings (TSX:CURA) has drawn fresh attention after opening a new dispensary in Findlay, Ohio, taking its Ohio store count to five and expanding its nationwide retail footprint to 162 locations. See our latest analysis for Curaleaf Holdings. Investors have been reacting to a mix of expansion and financing updates, with the Findlay opening and February debt refinancing in focus, as Curaleaf’s 7.89% 90 day share price return...
TSX:FIH.U
TSX:FIH.UCapital Markets

Fairfax India Holdings (TSX:FIH.U) Valuation After Earnings Turnaround And Completed Share Buyback

Why Fairfax India’s latest earnings caught investor attention Fairfax India Holdings (TSX:FIH.U) has drawn fresh attention after reporting fourth quarter and full year 2025 results that shifted from prior losses to sizeable profits, alongside the completion of a share buyback program. The company reported fourth quarter revenue of US$441.7 million and net income of US$340.42 million, with basic earnings per share from continuing operations of US$2.53. For 2025 as a whole, revenue was...
TSX:ONEX
TSX:ONEXCapital Markets

Onex (TSX:ONEX) Valuation Check After Strong Q4 And Full Year Earnings Results

Earnings surge puts Onex in focus for income and total return investors Onex (TSX:ONEX) is back on investors radar after fourth quarter and full year 2025 results showed higher revenue and net income, alongside a confirmed quarterly dividend and progress on its ongoing share repurchase program. For the fourth quarter, Onex reported sales of US$216 million compared with US$99 million a year earlier, while net income was US$181 million versus a net loss of US$2 million in the prior year...
TSX:GRT.UN
TSX:GRT.UNIndustrial REITs

Granite REIT Board Refresh And Equity Program Shape Future Capital Choices

Granite Real Estate Investment Trust appointed Ms. Amber Choudhry and Mr. Jonathan Kelly to its board of trustees. The trust renewed its $250 million at the market equity distribution program. These updates relate to both board composition and capital raising capacity for Granite. Granite Real Estate Investment Trust, traded as TSX:GRT.UN, is drawing attention as it updates its board and renews its equity program. Units most recently closed at CA$86.7, with a 1-year return of 32.9% and a...
TSX:IFC
TSX:IFCInsurance

Assessing Intact Financial (TSX:IFC) Valuation As New $500 Million Note Issuance Reshapes Its Capital Structure

Debt move reshapes funding mix for Intact Financial (TSX:IFC) Intact Financial (TSX:IFC) is raising $500 million through concurrent private placements of new notes while planning to redeem existing subordinated debt. This funding shift can alter leverage, interest costs, and flexibility. The financing involves $250 million of unsecured medium term notes due 2038 and $250 million of Limited Recourse Capital Notes due 2086, with proceeds earmarked for general corporate purposes and potential...
TSX:ATZ
TSX:ATZSpecialty Retail

Should BMO’s Early-2026 Upgrade on U.S. Momentum Reshape Aritzia’s (TSX:ATZ) Growth Narrative?

BMO Capital Markets recently upgraded its outlook on Aritzia, citing early-2026 sales data that show accelerating momentum across both digital platforms and U.S. brick-and-mortar boutiques. The firm’s comments emphasize how Aritzia’s premium brand positioning and disciplined margins appear to be supporting its U.S. store rollout and omnichannel growth efforts. Next, we’ll examine how this early-2026 sales strength, particularly in U.S. locations, may influence Aritzia’s existing investment...
TSX:CNL
TSX:CNLMetals and Mining

Collective Mining Drill Results Elevate Ramp Zone And Apollo Project Profile

Collective Mining (TSX:CNL) reported high grade gold and silver intercepts from drilling at the Ramp Zone within its Guayabales project. The company indicated that additional assay results from the Ramp Zone are pending and could further define the mineralized footprint. Collective Mining’s Apollo system has been selected for a technical presentation at the PDAC 2026 Core Shack, a prominent global mining conference. Collective Mining, listed on the TSX under the ticker TSX:CNL, focuses on...
CNSX:DPRO
CNSX:DPROAerospace & Defense

Assessing Draganfly (CNSX:DPRO) Valuation After New Military Advisory Board Appointment

Draganfly (CNSX:DPRO) has drawn fresh attention after appointing Lieutenant General Michel Gauthier, a veteran of more than 36 years in the Canadian Armed Forces, to its Military Advisory Board. See our latest analysis for Draganfly. The appointment of Lieutenant-General Gauthier comes as Draganfly’s 1 year total shareholder return is very large, while the 3 year and 5 year total shareholder returns remain deeply negative. This highlights how recent momentum contrasts with a much tougher...
TSX:L
TSX:LConsumer Retailing

Loblaw Links 2026 Expansion Plan With Sustainable Food Supply Goals

Loblaw Companies (TSX:L) has partnered with Ducks Unlimited Canada to support sustainable food systems and environmental stewardship in Canadian agriculture. The company has also announced a CA$2.4b capital plan for 2026 focused on store expansion, renovations, and supply chain upgrades across Canada. Loblaw Companies, trading at CA$63.8, has delivered a 37.9% return over the past year and a 125.8% return over three years. Over five years, the stock is up by around 4x, which places TSX:L...
TSXV:OMG
TSXV:OMGMetals and Mining

Does Omai’s New High‑Grade Drilling and Data Partnership Reshape The Bull Case For Omai Gold Mines (TSXV:OMG)?

Omai Gold Mines Corp. recently reported multiple high-grade gold intercepts from new drill holes at its 100% owned Omai Gold Project in Guyana and launched a 50,000‑metre diamond drill program that will feed into an updated Mineral Resource Estimate. A key development is the partnership with geological data analytics firm Objectivity, whose proprietary software is being used to optimize drilling and support resource conversion at the Wenot deposit. We’ll now look at how this expanded...
TSX:FOM
TSX:FOMMetals and Mining

Tesla Drilling Results And McIlvenna Bay Commissioning Might Change The Case For Investing In Foran Mining (TSX:FOM)

In February 2026, Foran Mining reported final 2025 drill results from the Tesla Zone and a January construction update showing its McIlvenna Bay project in Saskatchewan about 88% complete, with commissioning activities underway and commercial production targeted for mid-2026. The combination of deeper high-grade copper and zinc intersections at Tesla and visible progress toward first production tightens the link between exploration success and near-term mine development in Foran’s...
TSX:MAL
TSX:MALAerospace & Defense

Does Magellan’s New Submarine Torpedo Alliance Reshape Its Defence Focus For Magellan Aerospace (TSX:MAL)?

In February 2026, thyssenkrupp Marine Systems (TKMS) and Magellan Aerospace Corporation signed a teaming agreement to collaborate on heavyweight torpedo production and in-service support for Canada’s future Canadian Patrol Submarine Project, while also exploring additional export-oriented defence programs. This partnership highlights Magellan’s role in building high-value, sovereign defence capabilities in Canada by leveraging its expertise in complex fabrication, design and manufacturing...
TSX:KXS
TSX:KXSSoftware

Will Accelerating AI‑Driven Cloud Subscriptions Change Kinaxis' (TSX:KXS) Supply Chain Narrative?

Recently, Kinaxis has drawn fresh attention as its AI-driven, cloud-native supply chain planning platform gains traction with large manufacturers, retailers, and high-tech companies worldwide. What stands out is how accelerating cloud subscriptions, a growing US customer base, and deeper AI integration are making Kinaxis’ tools increasingly central to complex supply chain decision-making. We’ll now examine how accelerating cloud subscription growth could influence Kinaxis’ existing...
TSX:SPB
TSX:SPBGas Utilities

Is It Time To Reassess Superior Plus (TSX:SPB) After The Recent Share Price Pullback?

If you are wondering whether Superior Plus is starting to look like value after a choppy few years, this article walks through what the current share price might be implying. The stock last closed at C$6.42, with returns of 11.0% over 1 year but declines of 18.0% over 7 days, 10.7% over 30 days and 9.6% year to date. These moves will naturally raise questions about growth potential and changing risk sentiment. Recent coverage has focused on Superior Plus as a Canadian utilities name that...
TSX:NEO
TSX:NEOChemicals

Why Neo Performance Materials (TSX:NEO) Is Up 32.2% After Rare Metals Optimism Lifts EPS Expectations

In recent days, Neo Performance Materials reported a sharp increase in trading activity as investors reacted to optimism around its Rare Metals segment, supported by strong demand from aerospace, industrial gas turbines, and semiconductor customers, alongside expectations for a significant year-over-year improvement in upcoming quarterly earnings per share. This renewed focus on Rare Metals underlines how Neo’s exposure to specialized critical materials can influence investor sentiment when...
TSX:PHX
TSX:PHXEnergy Services

PHX Energy Services (TSX:PHX) Margin Slippage To 7.7% Tests Bullish Valuation Narrative

PHX Energy Services FY 2025 earnings snapshot PHX Energy Services (TSX:PHX) has wrapped up FY 2025 with fourth quarter revenue of $183.9 million and basic EPS of $0.39, alongside full year trailing twelve month revenue of $709.6 million and EPS of $1.21. The company has seen quarterly revenue range from $160.6 million to $193.7 million over the past six reported periods, while basic EPS has moved between $0.19 and $0.44, giving investors a view of how top line and per share results have...
TSXV:EXN
TSXV:EXNMetals and Mining

Excellon Resources (TSXV:EXN) Is Up 30.8% After Doubling Mallay Silver Resource Confidence – Has The Bull Case Changed?

Excellon Resources Inc. recently announced its first independent NI 43-101 Mineral Resource Estimate for the Mallay Silver-Lead-Zinc Mine in central Peru, prepared by SGS Canada and based on extensive historical drilling and channel sampling data. The new estimate outlines a materially larger Indicated silver inventory than the prior 2018 Isguiz estimate at broadly comparable grades, providing a higher-confidence foundation for staged restart planning and ongoing exploration across...
TSX:ARG
TSX:ARGMetals and Mining

Amerigo Resources (TSX:ARG) Margin Improvement Challenges Bearish Earnings Narratives

Amerigo Resources (TSX:ARG) has wrapped up FY 2025 with fourth quarter revenue of US$79.8 million and basic EPS of US$0.11, alongside trailing twelve month revenue of US$227.3 million and EPS of US$0.22 that sit against 84.2% earnings growth over the past year. Over recent periods the company has seen revenue move from US$50.8 million in Q4 2024 to US$79.8 million in Q4 2025, while quarterly EPS shifted from US$0.01 to US$0.11. This sets the stage for investors to weigh the improved 15.6% net...
TSX:BEI.UN
TSX:BEI.UNResidential REITs

Should Boardwalk REIT’s Higher Distribution Amid Softer Earnings Require Action From Boardwalk (TSX:BEI.UN) Investors?

Boardwalk Real Estate Investment Trust has reported past full-year 2025 results with sales of C$638.64 million, net income of C$196.87 million, and lower earnings per share compared with the prior year. Despite the drop in profitability, the REIT recently announced an 11.1% increase to its monthly cash distribution and outlined 2026 same property NOI growth expectations of 1.5% to 4.5%, while continuing to buy back units. Next, we will examine how the higher monthly distribution, alongside...