TSXV:ITR
TSXV:ITRMetals and Mining

A Look at Integra Resources (TSXV:ITR) Valuation Following DeLamar Project Permitting Milestone

If you have been keeping an eye on Integra Resources (TSXV:ITR), this week’s news might make you pause and reassess your next move. The US Bureau of Land Management has officially deemed Integra’s updated Mine Plan of Operations for the DeLamar Project “administratively complete,” triggering the next stage in permitting and development. This is a pivotal moment after years of environmental work and design tweaks, and it sets the company apart as one of the few advancing gold-silver plays in...
TSXV:WRLG
TSXV:WRLGMetals and Mining

Assessing West Red Lake Gold Mines (TSXV:WRLG) Valuation After CA$30 Million Equity Offering Announcement

West Red Lake Gold Mines (TSXV:WRLG) just put a major move on the table. On September 15th the company filed for a follow-on equity offering to raise CA$30 million. This is not just about shoring up the balance sheet; it is a clear sign that management is preparing for a bigger push in their project roadmap. For investors, new equity deals like this always bring two big questions: how will the fresh cash drive growth, and what does it mean for existing shareholders as more shares hit the...
TSX:FVI
TSX:FVIMetals and Mining

Fortuna Mining (TSX:FVI) Valuation Spotlight Following Promising Exploration Results at Arizaro Deposit

Fortuna Mining (TSX:FVI) has caught the eye of investors with an update on its ambitious $19 million generative exploration program, spanning projects in Cote d'Ivoire, Mexico, and Argentina. The latest results from the Arizaro deposit, just a few kilometers from the Lindero Mine, highlighted a series of promising gold and copper intercepts. Several drill holes have returned encouraging grades and suggest both resource expansion and new mineralization styles. This news is sparking discussions...
TSX:L
TSX:LConsumer Retailing

Loblaw (TSX:L) Valuation in Focus as $500 Million Bread Settlement Claims Begin

Loblaw Companies (TSX:L) has landed back in the spotlight as the claims process launches for a $500 million settlement tied to the long-running packaged bread price fixing case. For years, Canadians have followed the story surrounding alleged industry-wide coordination on bread prices, but this step marks real compensation finally reaching affected consumers. With legal clouds beginning to lift, investors are understandably asking what all this means for Loblaw’s prospects and whether the...
TSX:SSRM
TSX:SSRMMetals and Mining

SSR Mining (TSX:SSRM) Valuation in Focus After Record Q2 Profits, Guidance Reaffirmed, and Puna Mine Update

If you are tracking SSR Mining (TSX:SSRM), this week’s news probably caught your eye. The company just posted record net and adjusted net income for the second quarter of 2025, thanks to robust production and solid cash flow. In addition, management has maintained its full-year production guidance, highlighted continued progress at the Hod Maden project, and revealed greater silver output at Puna, which means the mine’s life has been extended. While there is still uncertainty around when...
TSX:RY
TSX:RYBanks

Will RBC's Capital Moves Reveal a New Approach to Regulatory Strategy for TSX:RY Investors?

Royal Bank of Canada recently announced a US$1.35 billion Additional Tier 1 Limited Recourse Capital Notes offering, alongside preferred share redemptions totaling over US$2 billion as part of its ongoing capital management strategy. This series of actions highlights how RBC is actively optimizing its capital structure through refinancing and meeting evolving regulatory requirements. We will now explore how these capital raising and redemption moves may influence RBC’s investment narrative,...
TSX:ARX
TSX:ARXOil and Gas

ARC Resources (TSX:ARX) Valuation in Focus Following Board-Approved 10% Share Buyback Program

Big news is stirring for ARC Resources (TSX:ARX) investors this week. The company’s Board of Directors has just greenlit a share repurchase program that would see ARC buy back up to nearly 10% of its outstanding shares over the next year. Moves like this signal management’s confidence in the underlying business and intent to return value to shareholders, especially when backed by specifics on timing and number of shares. If you’re wondering what this means for your portfolio, you’re not...
TSX:CHE.UN
TSX:CHE.UNChemicals

Chemtrade (TSX:CHE.UN): Valuation in Focus After Full Redemption of 6.50% Convertible Debentures

When an income fund wraps up a major debt transaction, investors tend to pay close attention. That is exactly what is happening with Chemtrade Logistics Income Fund (TSX:CHE.UN), which has just completed the redemption of all its 6.50% convertible unsecured subordinated debentures due October 2026. The move, closing out nearly $100 million in outstanding principal, signals a decisive step in cleaning up the balance sheet and could reshape how the market views both risk and potential for the...
TSXV:TUD
TSXV:TUDMetals and Mining

Tudor Gold (TSXV:TUD) Is Up 8.7% After High-Grade Discovery at Treaty Creek Project

Tudor Gold Corp. recently announced promising drill results from its 2025 exploration program at the Treaty Creek Project in British Columbia, revealing new mineralized zones including high-grade gold and silver intercepts and the potential continuity between key sites at depth. The company's filing for an underground development permit alongside plans for more efficient underground drilling underscores its intent to accelerate exploration and resource definition efforts in one of Canada's...
TSX:BITF
TSX:BITFSoftware

Can Bitfarms' (TSX:BITF) Strategic Shift to HPC/AI Hosting Redefine Its Long-Term Investment Narrative?

Earlier this month, Bitfarms announced it is undergoing a strategic reset, pivoting toward high-performance computing (HPC)/AI hosting and adopting a disciplined approach to capital management. This measured strategy, which prioritizes minimal dilution, active Bitcoin sales, and liquidity over aggressive expansion, differentiates Bitfarms from industry peers and signals a focus on sustainable, diversified growth. We'll examine how Bitfarms' shift to capital-efficient HPC/AI hosting may alter...
TSX:RIO
TSX:RIOMetals and Mining

Rio2 (TSX:RIO) Valuation in Focus Ahead of Upcoming Precious Metals Summit Presentation

Rio2 (TSX:RIO) is set to present at the 2025 Precious Metals Summit in Beaver Creek, a high-profile event that tends to put a spotlight on companies when investors are on the lookout for clues about future strategy and project milestones. While the presentation itself hasn't unveiled new deals or operational breakthroughs ahead of time, these forums often create opportunities for management to share updates or signal next steps directly with industry analysts and potential partners. For...
TSX:GGD
TSX:GGDMetals and Mining

GoGold Resources (TSX:GGD): Valuation Perspective After Los Ricos South Exploration Results Expand Growth Potential

GoGold Resources (TSX:GGD) just dropped its first assay results from the 2025 exploration campaign at Los Ricos South, and the market has taken notice. The headline here, for anyone tracking silver-gold plays, is that the high-grade Abra Zone extends well beyond what the latest resource feasibility had drawn up. They are also talking up substantial untested ground, which could be significant for future project scope depending on what further drilling reveals. Looking through the year, GoGold...
TSX:ALS
TSX:ALSMetals and Mining

Altius Minerals (TSX:ALS) Valuation in Focus After Dividend Boost and Upbeat Analyst Ratings

Altius Minerals (TSX:ALS) just gave investors something to think about, as its stock hit a fresh 52-week high on Friday. The latest spark appears to be a combination of upbeat analyst coverage, with several firms raising their outlook on the company, and an announced dividend bump from $0.09 to $0.10 per share. With upbeat ratings and concrete improvements to shareholder returns, Altius is clearly catching the market’s attention right now. Taking a step back, this is not a sudden move out of...
TSX:POW
TSX:POWInsurance

How Investors Are Reacting To Power Corporation of Canada (TSX:POW) CA$150 Million Preferred Share Issuance

Power Corporation of Canada recently completed a follow-on equity offering, raising CA$150 million through the issuance of 6 million Series H Preferred Shares at CA$25 each. This additional capital injection could have important effects on the company's capital structure, funding flexibility, and future financing costs. We will explore how this preferred share issuance may influence Power Corporation's investment narrative, particularly its balance sheet management and growth outlook. Find...
CNSX:DPRO
CNSX:DPROAerospace & Defense

Draganfly (CNSX:DPRO): Evaluating the Valuation After Defense Demonstrations Draw Industry Attention

Draganfly (CNSX:DPRO) is making headlines after successfully completing live demonstrations of its Commander 3XL and Flex FPV drones at the U.S. Department of Defense T-REX 24-2 exercise. Only four companies were selected for this event, and Draganfly’s invitation signals increased recognition of its modular, adaptable drone technologies in mission-critical defense settings. The hands-on demonstrations not only highlighted the Commander 3XL’s ability to deploy multiple third-party payloads...
TSXV:APGO
TSXV:APGOMetals and Mining

Apollo Silver (TSXV:APGO) Valuation in Focus After Expanded Calico Resource Adds Critical Minerals

If you are watching Apollo Silver (TSXV:APGO), the company’s latest mineral resource update for its Calico Project deserves your attention. For the first time, Apollo included barite and zinc, both classified as critical minerals in the United States, alongside its silver and gold estimates. This broadens the project’s scope and, potentially, shifts market expectations. This expanded resource base could open up new developmental and economic possibilities, just as the company prepares for an...
TSX:MDA
TSX:MDAAerospace & Defense

MDA Space (TSX:MDA) Valuation in Focus After $1.8 Billion EchoStar Contract Termination and Share Price Reaction

If you are holding or eyeing MDA Space (TSX:MDA), you are probably weighing your next move after a dramatic twist this September. The sudden cancellation of a CAD $1.8 billion satellite contract by EchoStar, tied to an abrupt shift in EchoStar’s business strategy and spectrum sale to SpaceX, caught the market off guard. MDA Space stated clearly that performance issues were not to blame, and the company expects to be compensated for termination costs. However, the magnitude of this lost...
TSX:EFX
TSX:EFXEnergy Services

Enerflex (TSX:EFX) Valuation in Focus Following Appointment of New CEO Paul E. Mahoney

For investors eyeing Enerflex (TSX:EFX), the recent leadership shift is hard to ignore. The company has just brought Paul E. Mahoney on board as its new CEO and President, after what can only be described as a comprehensive search for the right fit. Mahoney’s resume includes impressive stints at ChampionX and Dover Corporation. He is stepping in at a critical point, tasked with guiding Enerflex's efforts to sharpen profitability and harness growth in its core markets. Any time a new leader...
TSX:FOM
TSX:FOMMetals and Mining

Should Saskatchewan’s $70 Million Tax Credit Approval Prompt Action From Foran Mining (TSX:FOM) Investors?

Foran Mining has received approval to earn up to $70 million in transferable royalty tax credits through Saskatchewan’s Critical Minerals Processing Investment Incentive, supporting its McIlvenna Bay Project in east-central Saskatchewan. This government-backed financial benefit can be used to offset future tax obligations or be monetized, reinforcing regional support for critical minerals development and providing a tangible advantage to Foran Mining’s project economics. We’ll explore how...
TSX:LSPD
TSX:LSPDSoftware

The Bull Case For Lightspeed Commerce (TSX:LSPD) Could Change Following Sharply Reduced Cash Burn and Revenue Growth

In June 2025, Lightspeed Commerce reported US$448 million in cash, no debt, and a cash burn of US$37 million, while decreasing its cash burn by 64% and achieving 15% revenue growth over the past year. This shift in financial profile means analysts now expect the company to reach free cash flow break-even before its substantial cash reserves are exhausted, highlighting a stronger sustainability outlook. We'll examine how Lightspeed's sharply lower cash burn may influence the investment...
TSX:CMG
TSX:CMGSoftware

Will Computer Modelling Group's New Chair Shape a Fresh Strategic Direction for TSX:CMG?

At its annual general meeting held on September 4, 2025, Computer Modelling Group Ltd. announced that shareholders approved the election of Anuroop Duggal and Andrew Pastor as board members, with Pastor subsequently appointed as the new Chair of the Board of Directors. Leadership transitions at the board level often lead to increased attention as investors watch for potential changes in company direction or governance priorities. We'll explore how the appointment of a new Chair of the Board...
TSX:LUN
TSX:LUNMetals and Mining

Lundin Mining (TSX:LUN) Valuation: Assessing the Impact of Chilean Legal Ruling on Long-Term Value

If you have shares in Lundin Mining (TSX:LUN), this week’s legal decision out of Chile probably made you sit up and pay attention. The company’s subsidiary, Ojos del Salado, has been ordered to carry out extensive remediation and water infrastructure projects after the well-publicized sinkhole incident at Alcaparrosa back in 2022. While mining operations at Alcaparrosa remain suspended, the real story for investors is how these obligations, which cover everything from backfilling the area to...
TSXV:NFG
TSXV:NFGMetals and Mining

Leadership Moves and Project Expansion Could Be a Game Changer for New Found Gold (TSXV:NFG)

New Found Gold Corp. has announced a series of leadership changes, including the appointment of Hashim Ahmed as CFO, Robert Assabgui as COO, and Dr. Andrew Furey, former Premier of Newfoundland and Labrador, as an independent board director, alongside a significant expansion of its Queensway Gold Project through the acquisition of nearby mineral claims. The addition of Dr. Furey brings broad policy and economic expertise to the board, highlighting the company's emphasis on both operational...
TSXV:SLVR
TSXV:SLVRMetals and Mining

A Look at Silver Tiger Metals (TSXV:SLVR) Valuation After Recent Equity Offering Filing

If you’re following Silver Tiger Metals (TSXV:SLVR), the company’s latest move might have you wondering what’s next. Silver Tiger just filed for a follow-on equity offering, raising about CA$2.5 million through 3.475 million new shares. These sorts of financings can be a mixed bag for investors. On one hand, they bring fresh capital for growth and projects, but on the other, they can introduce new risks around dilution and investor sentiment. This offering comes at a time when Silver Tiger’s...