TSX:DML
TSX:DMLOil and Gas

Denison Mines (TSX:DML): Assessing Valuation Following Russell Lake Uranium Project Acquisition Deal

Denison Mines (TSX:DML) is moving forward with its strategy in uranium exploration after signing agreements to acquire ownership interests in Skyharbour Resources' Russell Lake Uranium Project, which is located next to its Wheeler River property. See our latest analysis for Denison Mines. Denison Mines’ move to acquire stakes in Russell Lake comes after a stretch of impressive market momentum, with a 15.4% 90-day share price return and a 20.8% gain year-to-date. Momentum has been building,...
TSX:DSV
TSX:DSVMetals and Mining

Will Leadership Changes at Discovery Silver (TSX:DSV) Accelerate Its Digital Transformation Agenda?

Discovery Silver Corp. recently announced several management appointments, including Raymond Yip as Chief Information Officer, who brings over 20 years of IT leadership experience from Agnico Eagle Mines and Kirkland Lake Gold. This appointment may signal a growing emphasis on digital transformation and operational excellence within Discovery Silver’s leadership team. We’ll explore how Raymond Yip’s digital expertise could influence Discovery Silver’s investment narrative and operational...
TSX:BAM
TSX:BAMCapital Markets

Did Brookfield’s $100 Billion AI Infrastructure Partnership Redefine Its (TSX:BAM) Investment Narrative?

Brookfield Asset Management has announced a partnership with NVIDIA and the Kuwait Investment Authority to launch a $100 billion global AI infrastructure program, anchored by its $10 billion Brookfield Artificial Intelligence Infrastructure Fund and supported by major projects in France and Sweden. This move highlights Brookfield’s entrance into large-scale AI infrastructure investments, positioning the company at the intersection of technology and global capital. We’ll explore how...
TSX:CNQ
TSX:CNQOil and Gas

How Investors Are Reacting To Canadian Natural Resources (TSX:CNQ) Emphasizing Dividend Growth and Stability

In recent days, Canadian Natural Resources has highlighted its status as a top dividend-growth stock on the TSX, emphasizing consistent cash flow, robust shareholder returns through dividends and buybacks, and a focus on low operating costs and long-life oil sands assets. An interesting takeaway is that the company’s continued investments in debt reduction and emissions-reduction technology have further strengthened its appeal as a stable source of long-term income for investors,...
TSX:SES
TSX:SESOil and Gas

Did SECURE Waste Infrastructure's (TSX:SES) New Debt Refinancing Just Redefine Its Financial Flexibility?

SECURE Waste Infrastructure Corp. recently completed a private placement of CAD 300 million in 5.75% senior unsecured notes due November 20, 2032, with the proceeds allocated to repaying existing credit facility debt and for general corporate purposes. This debt refinancing move is designed to enhance SECURE's financial flexibility and strengthen its capital structure as it supports ongoing operations. We will examine how this substantial refinancing initiative could bolster SECURE’s...
TSXV:PNG
TSXV:PNGElectronic

Kraken Robotics (TSXV:PNG) Is Up 10.6% After Record Quarterly Revenue and Higher Net Income – What’s Next?

Kraken Robotics recently reported its third-quarter and nine-month earnings for the period ended September 30, 2025, with quarterly revenue rising to C$31.3 million and net income reaching C$3.29 million, both higher than the same period a year earlier. Although nine-month net income was lower year over year, the company’s improved quarterly performance highlights possible operational gains or stronger market demand in the latest quarter. We’ll explore how Kraken Robotics’ robust quarterly...
TSX:LUN
TSX:LUNMetals and Mining

Lundin Mining (TSX:LUN): Valuation Insights Following Supreme Court Green Light for Securities Class Action

Lundin Mining (TSX:LUN) shares are in focus after the Supreme Court of Canada upheld a decision that allows a securities class action to move forward regarding disclosure related to a 2017 rockslide at the Candelaria Mine. See our latest analysis for Lundin Mining. The Supreme Court decision comes as Lundin Mining’s share price has continued a strong rally. Shares are up 107.7% year-to-date and have gained 64.3% over the past three months, while the company’s one-year total shareholder return...
TSX:ALA
TSX:ALAGas Utilities

The Bull Case For AltaGas (TSX:ALA) Could Change Following Ridley Terminal Strike and Contingency Activation

AltaGas Ltd. recently activated a contingency plan to sustain operations at its Ridley Island Propane Export Terminal following a strike by the International Longshore and Warehouse Union Local 523B that began on November 27, 2025. Despite the labor disruption, AltaGas has reaffirmed its 2025 financial guidance and taken steps to ensure continued propane exports to its more than 70 customers in Asia. We’ll assess how AltaGas’s contingency plans amid the labor strike may shape its investment...
TSX:ABRA
TSX:ABRAMetals and Mining

AbraSilver Resource (TSX:ABRA) Expands Diablillos Mineralization and Advances RIGI Application – What’s the Long-Term Strategy?

AbraSilver Resource Corp. recently announced new assay results from its Phase V exploration program at the Diablillos project in Argentina, highlighting expanded high-grade gold and copper mineralization and the completion of work for an application under Argentina’s Large Investment Incentive Regime (RIGI). This update signals progress not only in resource delineation, but also in positioning the project for potential fiscal and regulatory advantages under Argentina's new development...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS) Is Up 21.5% After Launching Ultra-Dense SD6300 Storage Platform – What's Changed

In November 2025, Celestica Inc. announced the introduction of its SD6300 ultra-dense storage platform, offering the industry’s highest density and most compact JBOD system to meet AI and enterprise data growth needs. This launch highlights Celestica's push into advanced storage solutions designed to maximize data center efficiency for AI, hyperscaler, and enterprise clients. We'll now look at how the SD6300’s compact, high-density design could impact Celestica's broader investment outlook...
TSX:SVI
TSX:SVIReal Estate

Successful Hybrid Debenture Offering Could Be a Game Changer for StorageVault Canada (TSX:SVI)

StorageVault Canada Inc. recently completed a CAD 50 million offering of 5.60% senior unsecured hybrid debentures, which will trade on the Toronto Stock Exchange under the symbol SVI.DB.D. This move is designed to reduce bank debt, support future acquisitions, and strengthen the company’s financial flexibility amid ongoing growth within Canada’s storage sector. We'll explore how funding flexibility from this successful debenture offering shapes the company’s evolving investment...
TSX:AG
TSX:AGMetals and Mining

First Majestic Silver (TSX:AG) Is Up 34.8% After Record Output and Net Income Surge – Has the Bull Case Changed?

First Majestic Silver Corp. recently reported a strong third quarter, reversing a prior net loss with net income of US$43 million and record revenues driven by higher output and rising silver prices, and announced an upcoming dividend for shareholders. An interesting detail is that the company achieved a very large year-over-year production increase, benefiting from tight silver supply and growing demand, while options trading activity surged amid market speculation and sector...
TSX:AGI
TSX:AGIMetals and Mining

Alamos Gold (TSX:AGI): Assessing Valuation as Analyst Optimism Grows on Production Expansion and Strong Fundamentals

Alamos Gold (TSX:AGI) has seen its stock attract fresh attention following a wave of favorable analyst coverage, which highlights its expanding production pipeline and operational progress. Record free cash flow and ongoing dividends reinforce the company’s steady fundamentals. See our latest analysis for Alamos Gold. Alamos Gold’s momentum has been hard to miss lately, with a 22.02% share price return over the past month and an impressive 90.26% rise year-to-date. This surge comes as...
TSX:IVN
TSX:IVNMetals and Mining

Ivanhoe Mines (TSX:IVN): Valuation in Focus Following Major Leadership Changes and Platreef Mine Launch

Ivanhoe Mines (TSX:IVN) is drawing fresh investor interest following significant leadership changes. Mark Farren is moving into a Strategic Advisor role, and Tom van den Berg is set to become the new Chief Operating Officer. These moves come as the company shifts into its next stage of growth, coinciding with the official launch of the Platreef Mine. See our latest analysis for Ivanhoe Mines. Momentum around Ivanhoe Mines has picked up noticeably, in part due to leadership changes and major...
TSX:CVE
TSX:CVEOil and Gas

How Investors May Respond To Cenovus Energy (TSX:CVE) Raising $2.6 Billion Through Debt Refinancing

In November 2025, Cenovus Energy completed a multi-currency fixed income offering, raising a total of $2.6 billion through four tranches of senior unsecured notes in both Canadian and U.S. dollars with varying maturities and interest rates. In addition to refinancing its existing debt, Cenovus will also use proceeds to redeem outstanding notes from both Cenovus and MEG Energy Corp., highlighting a proactive approach to managing its overall capital structure and debt profile. We'll explore...
TSX:ABX
TSX:ABXMetals and Mining

Barrick Gold (TSX:ABX) Valuation Update: Assessing the Impact of Mali Settlement on Future Prospects

Barrick Mining (TSX:ABX) has just reached a major settlement with the Government of Mali, bringing an end to ongoing disputes over its Loulo and Gounkoto mines. This agreement returns operational control to Barrick and resolves persistent legal issues. See our latest analysis for Barrick Mining. The Mali settlement has certainly energized Barrick Mining’s share price, which has surged 26.91% over the past month and is now up by a remarkable 153.93% so far this year. Positive sentiment has...
TSX:GGD
TSX:GGDMetals and Mining

Will GoGold Resources’ (TSX:GGD) C$125 Million Equity Raise Redefine Its Long-Term Capital Strategy?

GoGold Resources Inc. recently completed a composite units offering, raising C$125,000,500 through the issuance of 47,170,000 new equity/derivative units at C$2.65 per unit, with a C$0.13 discount per security. This significant capital raise provides the company with additional resources for ongoing projects, while also introducing potential changes for existing shareholders due to increased equity. With increased financial flexibility from the substantial capital raise, we’ll explore how...