TSX:CCO
TSX:CCOOil and Gas

Cameco’s Westinghouse Deal Puts Nuclear Growth And Valuation In Focus

Cameco's Westinghouse division has signed a landmark agreement with the U.S. Department of Commerce. The deal supports major nuclear reactor construction in North America. The agreement signals a potential boost to Cameco's long term earnings profile and strengthens its role in the nuclear energy supply chain. The development highlights growing policy support for nuclear power and domestic uranium suppliers. For investors following TSX:CCO, this agreement puts a fresh spotlight on Cameco's...
TSX:CJ
TSX:CJOil and Gas

What Cardinal Energy (TSX:CJ)'s Upsized Equity Raise and Reford 2 Sanctioning Means For Shareholders

In late January 2026, Cardinal Energy Ltd. upsized its bought-deal follow-on equity offering to CA$95.15 million at CA$8.65 per share, while advancing its Reford 2 steam-assisted gravity drainage oil project and updating 2026 guidance around these thermal assets. This combination of fresh equity capital and the formal sanctioning of a long-life Reford 2 development marks a significant step in expanding Cardinal’s thermal oil portfolio and funding its growth plans while addressing debt. We’ll...
TSX:BTE
TSX:BTEOil and Gas

Does Baytex’s Post–Eagle Ford Repositioning and 2026 Plan Reshape The Bull Case For Baytex Energy (TSX:BTE)?

Baytex Energy Corp. recently presented at the 29th Annual CIBC Western Institutional Investor Conference in Whistler, outlining its post–Eagle Ford repositioning and 2026 Western Canada–focused capital plans. The combination of the Eagle Ford divestiture, a cash tender offer for senior notes, and increased insider buying highlights a meaningful reshaping of Baytex’s operating and balance sheet profile. Next, we’ll examine how Baytex’s Western Canada–focused 2026 budget and balance sheet...
TSX:NXE
TSX:NXEOil and Gas

How Investors May Respond To NexGen Energy (TSX:NXE) Partnering On Indigenous-Owned Hotel For Rook I

NexGen Energy announced in January 2026 that it is partnering with the Clearwater River Dene Nation and Métis Nation–Saskatchewan Local 39 to build and ultimately transfer full ownership of a 59-room hotel in La Loche, Saskatchewan, supporting the nearby Rook I uranium project and creating 36 new local full-time jobs. This hotel partnership, backed financially by NexGen and aligned with prior Indigenous-led business initiatives, highlights how the Rook I project is being used as a platform...
TSX:TRI
TSX:TRIProfessional Services

A Look At Thomson Reuters (TSX:TRI) Valuation After New AI Tools In Tax And Legal Services

Thomson Reuters (TSX:TRI) has rolled out new AI tools in tax and legal services, including ONESOURCE Sales and Use Tax AI for US compliance and CoCounsel Legal with agentic capabilities in the UK. See our latest analysis for Thomson Reuters. These AI launches come after a sharp pullback. Thomson Reuters’ 90 day share price return of 31.28% and 1 year total shareholder return of 37.50% point to fading momentum despite a 5 year total shareholder return of 50.89%. If you are looking beyond...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier (TSX:BBD.B) Is Down 12.5% After U.S. Tariff Threats And Leadership Shake-Up - Has The Bull Case Changed?

In January 2026, Bombardier Inc. announced a series of senior leadership changes across strategy, M&A, engineering, defense, sales, aftermarket services and legal, while also responding to public threats from the U.S. President to decertify Canadian-made aircraft and impose a 50% tariff tied to a Gulfstream certification dispute. The combination of refreshed leadership focused on defense and M&A with escalating U.S.–Canada political tensions over aircraft certification creates an unusual mix...
TSX:AGI
TSX:AGIMetals and Mining

Are Alamos Gold’s (TSX:AGI) New High-Grade Finds Quietly Recasting Its Long-Term Mine Strategy?

In late January 2026, Alamos Gold reported fresh exploration results showing extensions of higher-grade gold mineralization at its Young-Davidson mine and further mineralization growth at the Lynn Lake and Qiqavik projects in Canada. The concentration of newly identified high-grade zones close to existing underground infrastructure, combined with expanding satellite and greenfield prospects, materially strengthens the company’s long-term project pipeline. We’ll now examine how this expansion...
TSX:AII
TSX:AIIMetals and Mining

Assessing Almonty Industries (TSX:AII) Valuation After Director Thomas Joerg Gutschlag’s Significant Insider Sale

Insider sale at Almonty Industries (TSX:AII) puts fresh focus on ownership shifts Almonty Industries (TSX:AII) is back on investors’ radar after Director and 10% holder Thomas Joerg Gutschlag sold 89,630 common shares in January 2026, trimming his stake by about 7.5%. The disposals, totaling over CA$1,000,000, were executed through both direct and indirect holdings at prices between CA$13.00 and CA$14.088. They are drawing attention to how insider activity aligns with the company’s current...
TSX:TRX
TSX:TRXMetals and Mining

TRX Gold (TSX:TRX) Is Up 40.6% After Funding Plan To Double Output - Has The Bull Case Changed?

TRX Gold recently reported record quarterly results from its Buckreef project in Tanzania, highlighting a fully funded plan to more than double annual gold production to over 62,000 ounces. This marks a meaningful shift in TRX Gold’s profile, as self-funded expansion backed by strong operations could reposition the company from a small to a mid-tier producer with increased exposure to current gold market conditions. We’ll now examine how TRX Gold’s fully funded plan to more than double...
TSX:DML
TSX:DMLOil and Gas

Denison Mines Advances Phoenix Project And Broadens Uranium Growth Pipeline

Denison Mines received final construction approvals for its Phoenix in situ recovery uranium project and secured grid power to the site. The company is preparing for a final investment decision on Phoenix, with planning underway for the freeze wall as a key early step. Exploration activity is increasing across joint ventures, including Wheeler North and Russell Lake, using systematic drilling and geophysical work. For investors tracking TSX:DML, these operational updates come with the stock...
TSX:GMIN
TSX:GMINMetals and Mining

Is G Mining Ventures (TSX:GMIN) Quietly Redefining Its Growth Story With TZ Phase 2 Ore?

G Mining Ventures Corp. recently issued operational guidance indicating that gold production in 2026 is expected between 160,000 and 190,000 ounces, with output weighted to the second half as higher-grade mineralization becomes available. For 2027, the company forecast gold production of 200,000 to 235,000 ounces, highlighting the importance of higher-grade Phase 2 ore at the Tocantinzinho (TZ) project as a key driver of the planned ramp-up. We will examine how this planned production...
TSXV:UCU
TSXV:UCUMetals and Mining

Assessing Ucore Rare Metals (TSXV:UCU) Valuation After A 14.6% Single Day Share Price Drop

Why Ucore Rare Metals stock is suddenly on watch Ucore Rare Metals (TSXV:UCU) is drawing fresh attention after a 14.6% single day drop during a broader metals selloff linked to a stronger U.S. dollar and profit-taking in the sector. See our latest analysis for Ucore Rare Metals. That sharp 1 day share price decline sits against a very strong recent run, with a 30 day share price return of 43.64% and a year to date share price return of 43.64%, while the 1 year total shareholder return is...