TSX:CNQ
TSX:CNQOil and Gas

Canadian Natural Resources (TSX:CNQ): Exploring Undervaluation as Energy Sentiment Lifts Fundamental Appeal

Canadian Natural Resources (TSX:CNQ) recently announced a Fixed-Income Exchange Offer, offering two tranches of unsecured notes to investors. This move comes as the company's stock gains traction due to improved energy sector sentiment and favorable valuation signals. See our latest analysis for Canadian Natural Resources. Momentum has started to build for Canadian Natural Resources, with the recent Fixed-Income Exchange Offer following a 1.76% share price return over the past month...
TSX:DML
TSX:DMLOil and Gas

Will Regulatory Approval and New Technical Reports Reshape Denison Mines' (TSX:DML) Uranium Development Narrative?

Denison Mines recently secured regulatory approval for its Wheeler River uranium project, commenced early test mining, and voluntarily filed a technical report detailing a preliminary economic assessment for its Midwest Property in Saskatchewan, Canada. These advances highlight the company’s efforts to increase transparency and operational progress as it continues to expand its uranium exploration and development activities in the Athabasca Basin. We'll explore how securing regulatory...
TSX:CNL
TSX:CNLMetals and Mining

Assessing Collective Mining’s (TSX:CNL) Valuation Following Major Equity Raise and New Project Funding

Collective Mining (TSX:CNL) has just wrapped up an upsized public equity financing and private placement with Agnico Eagle Mines Limited, raising significant funds. These transactions are intended to advance the Guayabales Project and related development work. See our latest analysis for Collective Mining. Collective Mining’s momentum has accelerated lately, fueled by fresh capital raises and ongoing exploration updates. Just last week, the company announced a major drill campaign expansion...
TSX:AQN
TSX:AQNIntegrated Utilities

Algonquin Power & Utilities (TSX:AQN) Valuation: Assessing Fair Value After Stakeholder-Backed Empire Electric Rate Settlement

Algonquin Power & Utilities (TSX:AQN) is drawing attention after news surfaced about a proposed rate settlement for its Empire Electric division. The settlement, which has support from multiple stakeholders, now awaits regulatory approval. See our latest analysis for Algonquin Power & Utilities. The latest rate settlement news brings a dose of stability to Algonquin Power & Utilities following some volatile years. The stock’s 2024 share price return of over 24% signals recovering momentum;...
TSXV:FLT
TSXV:FLTAirlines

Why Volatus Aerospace (TSXV:FLT) Is Up 5.6% After Expanding ISR Drone Contract and Securing Domestic Battery Partnership

Volatus Aerospace Inc. recently expanded its tactical ISR drone contract by C$700,000 to a total of around C$1.7 million, while also announcing with VoltaXplore Inc. a Letter of Intent for the future supply of Canadian-made lithium-ion battery cells for next-generation drones. This domestic battery partnership supports Canadian manufacturing priorities, enhances supply chain resilience, and positions both companies for growth in civil, defense, and Arctic surveillance markets. We'll explore...
TSX:SKE
TSX:SKEMetals and Mining

Did Skeena Resources' (TSX:SKE) C$125 Million Equity Raise Just Shift Its Investment Narrative?

Skeena Resources recently completed a substantial follow-on equity offering, raising C$125.04 million by issuing 5,210,000 new common shares at C$24 per share, with a discount of C$1.08 per share. This significant capital raise marks a pivotal development for the company, providing new financial resources that could influence future project funding and operational flexibility. We’ll examine how the completion of this major equity offering shapes Skeena Resources’ investment narrative and...
TSX:AII
TSX:AIIMetals and Mining

Almonty Industries (TSX:AII): Exploring Valuation After Legal Action to Defend Its Reputation

Almonty Industries (TSX:AII) has taken legal action against Pure Tungsten Inc., aiming to stop what it describes as false and misleading statements about the company, its Sangdong Mine, and a former executive. This court filing reflects Almonty’s firm stance on protecting its reputation and shareholder interests. See our latest analysis for Almonty Industries. This legal dispute comes on the heels of an extraordinary run for Almonty Industries, with its latest share price at $10.86 and a...
TSX:NOU
TSX:NOUMetals and Mining

A Look at Nouveau Monde Graphite (TSX:NOU) Valuation Following Key Insider Share Sales

Recent filings show that Pallinghurst Graphite Limited, which owns 10% of Nouveau Monde Graphite (TSX:NOU), sold a significant number of shares in two early October transactions. Moves like this from major insiders often catch investors' attention. See our latest analysis for Nouveau Monde Graphite. Despite insider selling making headlines, Nouveau Monde Graphite’s share price has surged with a massive 57% return over the past month and an impressive year-to-date gain of 108%. The momentum is...
TSX:URE
TSX:UREOil and Gas

Can Ur-Energy's (TSX:URE) Industry Outreach Strengthen Its Position in the Nuclear Investment Story?

Ur-Energy Inc. recently participated in TD Cowen’s 10th Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable, where CEO John W. Cash presented to industry peers on October 9, 2025. This platform provided Ur-Energy with an opportunity to highlight its role within the evolving nuclear fuel sector, potentially shaping perceptions among sector stakeholders and analysts. We’ll explore how Ur-Energy’s engagement at this influential industry conference supports its positioning in the...
TSX:NEO
TSX:NEOChemicals

Neo Performance Materials (TSX:NEO) Is Down 8.4% After Opening Estonia Magnet Plant for Western EV Supply Chains

Neo Performance Materials recently inaugurated its Narva traction motor magnet plant in Estonia, establishing itself as the only Western-based producer of rare earth sintered permanent magnets for regional supply chains. This development enables Western original equipment manufacturers to source critical magnet components domestically, strengthening supply chain security and reducing reliance on international suppliers. We'll explore how Neo's new plant positions the company to better serve...
TSX:ARA
TSX:ARAMetals and Mining

Why Aclara Resources (TSX:ARA) Is Up 22.6% After Upgrading Carina Project Mineral Resources in Brazil

In October 2025, Aclara Resources announced a major update to its Carina Project in Brazil, upgrading a substantial portion of its mineral resources from inferred to indicated status following extensive drilling and analysis. This development reflects a large increase in geological confidence and sets the stage for key project milestones, including the upcoming pre-feasibility study and future reserve estimation. We'll explore how the significant upgrade in mineral resources changes the...
TSX:CCO
TSX:CCOOil and Gas

Cameco (TSX:CCO): Examining Valuation After Major Slovakia Supply Deal and 2025 Production Update

Cameco (TSX:CCO) is drawing attention after announcing a major long-term uranium supply agreement with Slovenské elektrárne. At the same time, the company revised down its 2025 production guidance, which has sparked fresh questions from investors. See our latest analysis for Cameco. Cameco’s big supply deal and updated outlook come as the stock powers near all-time highs, with momentum clearly building. After a robust 61.6% year-to-date share price return and a stellar total shareholder...
TSX:EFN
TSX:EFNCommercial Services

How a Dividend Hike and Buyback at Element Fleet (TSX:EFN) Has Changed Its Investment Story

In November 2024, Element Fleet Management increased its annual dividend by 8% and maintained an active share buyback program, reinforcing its focus on returning capital to shareholders. This growing commitment to shareholder distributions reflects management’s confidence in Element’s financial health and capacity to generate sustainable free cash flow. We'll explore how Element Fleet Management’s stronger dividend growth outlook shapes the company’s investment narrative moving...
TSXV:GSVR
TSXV:GSVRMetals and Mining

Guanajuato Silver (TSXV:GSVR): Valuation in Focus After Major C$43.5M Capital Raise for Growth

Guanajuato Silver (TSXV:GSVR) just closed a public offering, raising CAD 43.5 million by issuing 87 million units at CAD 0.50 each. This move signals a strong commitment to funding its ongoing operations. See our latest analysis for Guanajuato Silver. After the successful capital raise, Guanajuato Silver’s stock has seen some big swings. While the share price dropped 20.6% over the past month, momentum over the past 90 days is positive. Its 1-year total shareholder return of 72.3% stands out...
TSX:KNT
TSX:KNTMetals and Mining

K92 Mining (TSX:KNT) Is Up 7.8% After Reporting Strong Q3 Output and Advancing Plant Expansion

K92 Mining announced that it achieved strong production results at its Kainantu Gold Mine during Q3 2025, with 44,323 ounces of gold equivalent produced and significant progress in completing its Stage 3 Expansion, including the new process plant, which is now in advanced commissioning ahead of the first gold pour in early Q4 2025. This achievement marks a major step toward increasing K92 Mining’s operational efficiency and production capacity, supporting its transition to a Tier-1 mid-tier...
TSX:IFC
TSX:IFCInsurance

A Fresh Look at Intact Financial (TSX:IFC) Valuation as European Brand Unification and MGA Expansion Drive Interest

Intact Financial (TSX:IFC) is making headlines as it pushes ahead with unifying its European operations under one brand and leveraging Managing General Agents to grow specialty insurance. This strategy is intended to increase global recognition and ensure consistent service. See our latest analysis for Intact Financial. Intact Financial’s renewed push to unify its European brand and expand specialty insurance has brought fresh attention to the stock, even as momentum has softened recently...
TSX:TRX
TSX:TRXMetals and Mining

Assessing TRX Gold (TSX:TRX)’s Valuation Following Q4 Production Surge and Buckreef Expansion

TRX Gold (TSX:TRX) just delivered its fourth quarter 2025 operating results, highlighting a 37% jump in gold production and clear improvements to its processing infrastructure. The ongoing momentum at the Buckreef Gold Project is fueling investor interest. See our latest analysis for TRX Gold. TRX Gold’s record gold production and processing upgrades are resonating with investors, as shown by the company’s sharp share price return of nearly 63% over the past month and a year-to-date price...
TSX:MER
TSX:MEROil and Gas

Assessing Meren Energy (TSX:MER) Valuation Following Dividend Hike, Project Progress, and Debt Reduction

Meren Energy (TSX:MER) has caught the market's attention following a major dividend hike, as well as updates on debt reduction and key projects in Namibia and Nigeria. These moves emphasize the company's focus on shareholder returns and steady growth. See our latest analysis for Meren Energy. After rallying on the back of its dividend hike and progress in Namibia and Nigeria, Meren Energy’s share price has retraced recently, slipping over the past week and month. Its 1-year total shareholder...
TSX:BAM
TSX:BAMCapital Markets

Brookfield Asset Management (TSX:BAM) Valuation in Focus After $20 Billion Clean Energy Fund Milestone

Brookfield Asset Management (TSX:BAM) has drawn attention with the close of its Global Transition Fund II, securing $20 billion, making it the largest private fund focused on clean energy. The fund’s active deployment marks a major capital commitment in the sector. See our latest analysis for Brookfield Asset Management. Brookfield's $20 billion clean energy fund news comes as the stock continues to draw in investors, even after a recent three-for-two stock split and steady financial results...
TSX:EFR
TSX:EFROil and Gas

Assessing Energy Fuels (TSX:EFR) Valuation Following Strong 1-Year Share Price Rally

Energy Fuels (TSX:EFR) has recently attracted fresh attention as the stock continued its strong year-to-date rally. It posted a 2% gain in the past day and over 240% in the past year. See our latest analysis for Energy Fuels. This surge in Energy Fuels’ share price has been building momentum for months. It reflects enthusiasm around the company’s positioning as a key uranium and rare earth player. The stock’s 1-year total shareholder return of 273.78% and robust gains over the past quarter...
TSX:FNV
TSX:FNVMetals and Mining

Franco-Nevada (TSX:FNV): Assessing Valuation After Expansion Plans in Australia and Gold Price Surge

Franco-Nevada (TSX:FNV) recently announced its intention to expand its royalty and streaming business in Australia. The company is focusing on Western Australia as gold prices reach new highs and mining activity accelerates across the sector. See our latest analysis for Franco-Nevada. Franco-Nevada’s announcement comes as gold stocks continue to catch investors’ attention, with miners and royalty companies rallying alongside record-high precious metal prices. The company’s share price has...
NEOE:BTQ
NEOE:BTQSoftware

BTQ Technologies (NEOE:BTQ) Valuation Spotlight After Cambridge Quantum Partnership and Executive Hires

BTQ Technologies (NEOE:BTQ) is attracting renewed investor attention after announcing a research collaboration with the University of Cambridge and welcoming semiconductor veterans Sean Hackett and Zach Belateche to its executive team. See our latest analysis for BTQ Technologies. Momentum has surged for BTQ Technologies, with the stock delivering a stellar 3536% total shareholder return over the past year as investors reacted to a series of breakthroughs including its Nasdaq debut,...
TSX:SSL
TSX:SSLMetals and Mining

Sandstorm Gold (TSX:SSL): Assessing Valuation After Strong Share Price Rally

Sandstorm Gold (TSX:SSL) has been delivering steady returns, with shares up more than 25% over the past 3 months and outperforming many peers. Investors continue to watch how its revenue and income growth trends support valuation. See our latest analysis for Sandstorm Gold. Sandstorm Gold’s momentum hasn’t gone unnoticed, with this year’s 106% share price return and a standout 112% total shareholder return over the past 12 months making it one of the sector’s top performers. The strong rally...
TSX:JAG
TSX:JAGMetals and Mining

Jaguar Mining (TSX:JAG): Assessing Valuation After Private Placement and Industry Conference Moves

Jaguar Mining (TSX:JAG) has just unveiled a significant private placement deal to raise over CA$25 million. In addition, the company is preparing to present at a leading metals conference. Both moves are drawing attention from investors seeking signals about the company’s next steps. See our latest analysis for Jaguar Mining. Jaguar Mining’s recent bought deal and conference appearance have coincided with a surge in momentum, as shown by a remarkable 17.5% 1-month share price return and a...