TSX:IVN
TSX:IVNMetals and Mining

Ivanhoe Mines (TSX:IVN): Assessing Valuation Following Copper Discovery at Merke Licence in Kazakhstan

Kshitija Bhandaru
If you are trying to figure out your next move with Ivanhoe Mines (TSX:IVN), this week’s news deserves your attention. The company just confirmed surface copper mineralization at its Merke licence in Kazakhstan’s Chu-Sarysu Basin, which is a big step in a region that has seen very little modern exploration. For Ivanhoe Mines, this milestone unlocks a fresh growth story, with a major diamond drill campaign now planned to follow up on the find. These kinds of early discoveries can sometimes be...
TSXV:PNG
TSXV:PNGElectronic

Kraken Robotics (TSXV:PNG): Assessing Valuation After $13M in Global Orders and New Industry Partnerships

Kshitija Bhandaru
Kraken Robotics (TSXV:PNG) is back on investors’ radar after announcing $13 million in new orders for its synthetic aperture sonar and subsea batteries from clients in the United States, Norway, and Turkey. What makes this event particularly interesting for shareholders is not just the headline number, but that these systems will be integrated across multiple classes of uncrewed underwater vehicles and showcased at a significant industry exercise in Portugal. This could go beyond a short-term...
TSX:CS
TSX:CSMetals and Mining

Capstone Copper (TSX:CS) Valuation in Focus After Mantoverde Production Disruption

Kshitija Bhandaru
Capstone Copper (TSX:CS) has landed in the spotlight after announcing a major operational hiccup at its Mantoverde mine in Chile. In the span of a week, both ball mill motors failed, leaving the operation running at about half its usual copper output. The company estimates it will take about four weeks to get back on track, which translates into a temporary reduction of 3,000 to 4,000 tonnes of copper concentrate from expected production. Management has acted quickly by swapping in available...