TSX:NG
TSX:NGMetals and Mining

Does US$200 Million Donlin Financing and Wider Loss Change The Bull Case For NovaGold (TSX:NG)?

NovaGold Resources Inc. recently reported a full-year 2025 net loss of US$94.66 million, wider than the prior year, and announced a bought deal private placement of 20,000,000 common shares at US$10 each for gross proceeds of US$200,000,000, with an additional 15% over-allotment option, primarily to fund its Donlin Gold project and related obligations. By increasing its ownership in the Donlin Gold project to 60% and progressing a bankable feasibility study alongside key permitting...
TSX:CCO
TSX:CCOOil and Gas

Is Cameco (TSX:CCO) Quietly Repositioning as a Full‑Cycle Nuclear Powerhouse?

Cameco recently highlighted its role in the nuclear fuel cycle at the 29th Annual CIBC Western Institutional Investor Conference in Whistler, where President and COO Grant E. Isaac presented the company’s outlook and positioning. This visibility comes as uranium prices sit at multi-year highs, U.S. policy targets a large nuclear build-out, and Cameco’s stake in Westinghouse deepens its exposure to advanced reactor projects and nuclear services. We’ll now look at how growing uranium demand,...
TSX:LAC
TSX:LACMetals and Mining

Do Lithium Americas’ Execution Hurdles and Insider Sales Reframe Its Risk‑Reward Story (TSX:LAC)?

In recent days, Lithium Americas has remained in focus as a development-stage lithium producer facing extended environmental reviews, local opposition, and political and funding hurdles across its key Americas projects. This combination of high execution risk, insider share sales, and cautious analyst views has sharpened the contrast between the company’s long-term potential and its current uncertainty. We’ll now examine how these execution challenges and insider selling shape Lithium...
TSXV:OAM
TSXV:OAMEntertainment

TSX Penny Stocks Spotlight Nuclear Vision And Two Others

Despite a relentless stream of geopolitical tensions and policy proposals, the Canadian market has maintained remarkable stability, with fundamentals such as low energy prices and moderating inflation anchoring its performance. In this context, penny stocks—though an outdated term—remain a relevant investment area for those seeking opportunities in smaller or newer companies. These stocks can offer affordability and growth potential when backed by strong financials; we will explore three...
TSX:GIL
TSX:GILLuxury

A Look At Gildan Activewear (TSX:GIL) Valuation As Governance Turmoil Meets Ongoing Analyst Optimism

Gildan Activewear (TSX:GIL) is back in focus as investors weigh a period of CEO turnover and activist pressure against ongoing positive broker sentiment. This includes an Outperform consensus supported by free cash flow and buyback potential. See our latest analysis for Gildan Activewear. Recent governance turbulence has not prevented Gildan’s share price from pushing higher, with a 7.04% year to date share price return and a 28.27% 1 year total shareholder return. This suggests that...
TSX:ELVA
TSX:ELVAElectrical

Electrovaya (TSX:ELVA) Valuation Check After Chairman Increases Stake Through Warrant Exercise

Electrovaya (TSX:ELVA) is back on investor radars after chairman Dr. Sankar Das Gupta exercised 1,420,000 warrants at $0.90. This lifted his ownership to 23.66% and generated about $1,278,000 in proceeds for the company. See our latest analysis for Electrovaya. The warrant exercise comes on the back of strong price momentum, with a 7 day share price return of 21.32% and a 90 day share price return of 63.98%. The 1 year total shareholder return of 284.13% suggests a very strong recent run that...
TSX:SKE
TSX:SKEMetals and Mining

A Look At Skeena Resources (TSX:SKE) Valuation As Interest Builds Around Its High Risk High Reward Gold Project

Interest in Skeena Resources (TSX:SKE) has climbed recently as investors focus on its high-risk and high-reward Eskay Creek gold project in British Columbia, even without fresh company specific announcements driving the move. See our latest analysis for Skeena Resources. At a recent share price of CA$43.11, Skeena Resources has seen strong short term share price momentum, with a 1 day share price return of 9.69%, a 30 day share price return of 27.58% and a 90 day share price return of 86.14%...
TSX:MEQ
TSX:MEQReal Estate

How a Sharp Dividend Hike At Mainstreet Equity (TSX:MEQ) Has Changed Its Investment Story

Mainstreet Equity Corp. previously announced that its Board of Directors approved a quarterly cash dividend of $0.08 per common share for the quarter ending December 31, 2025, payable on January 31, 2026 to shareholders of record on January 16, 2026, representing a very large increase over the prior quarter’s payout. This sharp dividend hike highlights management’s willingness to return more cash to shareholders and may influence how investors assess the company’s income profile. We’ll now...
TSXV:HSTR
TSXV:HSTRMetals and Mining

Heliostar Metals (TSXV:HSTR) Valuation Check After 2026 Production Guidance And Investor Forum Plans

Heliostar Metals (TSXV:HSTR) has moved into focus after releasing 2026 production guidance of 50,000 to 55,000 ounces of gold, along with plans to present at the Metals Investor Forum in Vancouver on January 23. See our latest analysis for Heliostar Metals. The 9.63% 30 day share price return and 62.64% 90 day share price return suggest momentum has been building into the 2026 production guidance and upcoming Metals Investor Forum appearance, while the very large 1 year total shareholder...
TSX:NA
TSX:NABanks

Fintech Lawsuit Puts National Bank Of Canada’s Growth Approach Under Scrutiny

Fintech founders allege that a lawsuit filed by National Bank of Canada (TSX:NA) is intended to deter investment in their companies. The dispute is framed by the founders as an effort to influence competition in the Canadian financial sector. The public accusations add a new point of tension between established banks and emerging fintech firms. National Bank of Canada, one of the country’s major financial institutions, operates in a sector where fintech firms are increasingly active in...
TSX:CTC.A
TSX:CTC.AMultiline Retail

Should RBC–Triangle Rewards Integration Reshape Canadian Tire Corporation’s (TSX:CTC.A) Consumer Loyalty Strategy?

Royal Bank of Canada and Canadian Tire Corporation, Limited recently launched a loyalty partnership that links RBC’s Avion Rewards with Canadian Tire’s Triangle Rewards, allowing eligible RBC cardholders who connect their cards to earn 3x Canadian Tire Money and eventually convert Avion points into Canadian Tire Money across Canadian Tire’s retail banners. This collaboration effectively ties together two of Canada’s largest proprietary rewards ecosystems, deepening customer stickiness by...
TSXV:PNG
TSXV:PNGElectronic

Kraken’s $35 Million SeaPower Battery Deal Might Change The Case For Investing In Kraken Robotics (TSXV:PNG)

In January 2026, Kraken Robotics Inc. announced $35 million in SeaPower battery sales to three unnamed customers, supporting long-endurance unmanned underwater vehicle operations across defence, commercial, and marine research uses. The deal underscores how Kraken’s higher energy density, lighter-weight subsea batteries are becoming key enabling technology for more complex and deeper underwater missions. With the recent news highlighting Kraken’s $35 million SeaPower battery contracts, we’ll...
TSX:MAU
TSX:MAUMetals and Mining

Is Montage Gold (TSX:MAU) Quietly Redefining Its West African Pipeline With Koné’s Fast-Track Build?

Montage Gold Corp. has reported rapid, on-budget construction progress at its Koné gold project in Côte d’Ivoire, with key plant infrastructure in place and first gold pour through the oxide circuit now anticipated in late fourth quarter 2026, while the hard-rock comminution circuit is targeted for completion in second quarter 2027. Alongside construction, the company has significantly expanded its exploration activity, drilling well above its initial 2025 program and launching a C$16...
TSX:OR
TSX:ORMetals and Mining

Assessing OR Royalties (TSX:OR) Valuation After Student Program Partnership Spurs Fresh Interest

Student program partnership puts OR Royalties in focus OR Royalties (TSX:OR) has drawn fresh attention after being named a Silver Partner for the 2026 Student Program at THE Mining Investment Event in Quebec City, supporting funding and networking for 50 participants. See our latest analysis for OR Royalties. The Silver Partner news lands at a time when momentum in OR Royalties' shares has been strong, with a 1 month share price return of 21.85% and a 90 day share price return of 33.76%,...
TSX:ELD
TSX:ELDMetals and Mining

Eldorado Gold (TSX:ELD) Is Up 10.4% After Launching Dividend And Buyback Program Has The Bull Case Changed?

Eldorado Gold Corporation has initiated a regular quarterly dividend program, declaring an initial US$0.075 per share dividend payable on March 13, 2026, alongside completing a US$116.85 million share buyback covering 4,138,994 shares since July 31, 2025. Together with Dr. Sally Eyre’s recent board appointment and progress on Greek growth projects, these moves highlight Eldorado’s focus on capital returns and technical oversight. We’ll now examine how the new quarterly dividend, combined...
TSX:ATRL
TSX:ATRLConstruction

Did AtkinsRéalis’ New Middle East Transport Leader Just Reframe AtkinsRéalis Group's (TSX:ATRL) Investment Narrative?

AtkinsRéalis Group has appointed Belal Deiranieh as Senior Vice President, Transportation for its Middle East operations, unifying rail, roads, aviation, and defence under a new dedicated market led by an executive with more than 25 years of international engineering and construction experience. His background in reshaping transportation businesses and delivering major projects across Saudi Arabia’s flagship developments positions AtkinsRéalis to more tightly align its regional transport...
TSX:TVE
TSX:TVEOil and Gas

Is Tamarack Valley Energy’s (TSX:TVE) Aggressive Buyback a Signal of Capital Discipline or Caution?

In January 2026, Tamarack Valley Energy Ltd. announced a normal course issuer bid to repurchase up to 47,744,705 common shares, or 9.80% of its outstanding share capital, by January 18, 2027, with all repurchased shares to be cancelled. This buyback authorization, framed as a reinvestment of excess free funds flow to enhance long-term total shareholder returns, comes alongside recently reported positive return on equity and net margin that have drawn fresh attention to the company’s...
TSX:CJ
TSX:CJOil and Gas

Cardinal Energy (TSX:CJ) Valuation Check After 2026 Budget, Reford Growth Plan And Dividend Commitments

Why Cardinal Energy’s 2026 Plan Matters for Shareholders Cardinal Energy (TSX:CJ) has drawn fresh attention after outlining its 2026 budget, pairing production guidance of 25,000 to 25,500 boe/d with a $75 million capital plan and continued monthly dividends. See our latest analysis for Cardinal Energy. At a share price of CA$8.86, Cardinal Energy’s short term share price return over the last 90 days is 12.01%, while its five year total shareholder return is a very large multiple of the...
TSX:OLA
TSX:OLAMetals and Mining

Why Orla Mining (TSX:OLA) Is Up 18.0% After Record Output, Strong Guidance, And First Dividend

Orla Mining has reported record 2025 gold production of 300,620 ounces, issued robust 2026 production guidance of 340,000–360,000 ounces, and announced its first quarterly dividend, underscoring operational and financial strength across Musselwhite, Camino Rojo, and the advancing South Railroad project. A key insight for investors is that South Railroad has moved into the execution phase with an optimized feasibility study and ongoing drilling upside that was not yet included in the latest...
TSX:BMO
TSX:BMOBanks

Bank Of Montreal Debt Moves Contrast With Share Performance And Valuation

Bank of Montreal announced multiple new fixed income offerings, including senior unsecured notes and covered bonds across several currencies. The bank has also completed major debt issuances, adding fresh term funding with significant maturities. These transactions are intended to diversify funding sources and support the bank's broader balance sheet objectives. For investors watching TSX:BMO, these debt moves sit alongside a share price of CA$191.15 and a 1 year return of 38.6%. Over the...
TSX:LUG
TSX:LUGMetals and Mining

Will Mixed 2025 Output Metrics Change Lundin Gold's (TSX:LUG) Grade and Mine Sequencing Narrative

Lundin Gold Inc. recently reported its fourth quarter and full-year 2025 operating results, showing higher ore throughput and improved gold recovery rates despite slightly lower gold output compared with the prior year. This combination of processing more ore while lifting recovery efficiency, yet producing fewer gold ounces overall, raises questions about grade and mine sequencing at the company’s operations. Next, we will examine how higher ore processed but slightly lower gold production...
TSX:ABX
TSX:ABXMetals and Mining

A Look At Barrick (TSX:ABX) Valuation After Strong Recent Share Price Momentum

Context for Barrick Mining’s Recent Share Performance With no single headline event driving attention, Barrick Mining (TSX:ABX) is on investors’ radar mainly because of its recent share performance and fundamentals, including reported revenue of $14.6b and net income of $3.6b. See our latest analysis for Barrick Mining. At around CA$67.88, Barrick Mining’s recent 30 day share price return of 8.47% and 90 day gain of 49.22% contrast with a softer 7 day move, while a 1 year total shareholder...
TSX:NXE
TSX:NXEOil and Gas

NexGen’s La Loche Hotel Partnership Adds ESG Angle To Rook I

NexGen Energy (TSX:NXE) has announced a new partnership with Indigenous communities to develop and operate a hotel in La Loche, Saskatchewan. The hotel project is connected to the company’s Rook I project and is intended to support local economic activity and long term community growth. The initiative includes a focus on local employment and business opportunities for Indigenous partners. NexGen Energy, listed on the TSX under the ticker TSX:NXE, is focused on advancing the Rook I uranium...
TSX:VZLA
TSX:VZLAMetals and Mining

Vizsla Silver (TSX:VZLA) Is Up 6.3% After Fully Funded Panuco Feasibility Study Release – Has The Bull Case Changed?

Vizsla Silver has reported detailed geotechnical drilling results and a completed Feasibility Study for its 100%-owned Panuco silver-gold project in Mexico, outlining planned annual silver-equivalent production of 17.4 million ounces over a 9.4-year mine life with an after-tax NPV(5%) of US$1.80 billion and 111% IRR at specified metal prices. The company is now fully funded with over US$450 million in cash and project financing, positioning Panuco to move from study work toward construction...