2024-03-03 PDAC 2024 - Rick Rule - Investing Perspectives - PDAC 2024
Analyst Articles

Investing Perspectives from Rick Rule at PDAC 2024

At the PDAC 2024 conference, Rick Rule shared insights into the resource sector’s investment landscape. Highlighting the underpricing in commodity markets due to geopolitical tensions and investor pessimism, Rule outlined strategic investment recommendations across the oil & gas, uranium, and gold sectors. Emphasizing the importance of quality, liquidity, and experienced management, Rule’s presentation offered a guide for investors aiming to navigate the volatile commodity markets. His bullish outlook, backed by a strategic approach to undervalued sectors, provides a blueprint for capitalizing on current market opportunities. [more]

Insights from the CEO Panel on Critical Metals at PDAC 2024
Analyst Articles

Insights from the CEO Panel on Critical Metals at PDAC 2024

The CEO panel on Critical Metals at PDAC 2024, featured industry leaders from Teck, Albemarle, Vale, and BHP, and delved into the future of commodities amidst volatile markets. Discussions highlighted sustainability as a strategic advantage, the balance between growth and environmental stewardship, community engagement, and the role of technology in accelerating mineral discovery. The panel underscored the importance of secure, ethically sourced supply chains and collaborative efforts to overcome regulatory challenges. These insights emphasize the industry’s commitment to sustainable practices and innovation, ensuring a resilient supply of critical metals for the energy transition. [more]

PDAC 2024 - Earning the Attention of Millennial Investors
Analyst Articles

“Earning the Attention of Millennial Investors” Panel Discussion at PDAC 2024

At PDAC 2024, industry leaders discussed the need to attract younger generations of investors to the mining sector. Highlighting the importance of digital platforms, understanding investor interests, and the necessity for educational reform, the panel offered insights into bridging the generational gap. With a focus on innovation, effective communication, and environmental concerns, the discussion provided a roadmap for engaging Millennials and Gen Z investors, emphasizing the sector’s foundational role in the global economy and its potential for growth. [more]

2024-03-03 PDAC 2024 Keynote Speech - Metals Matter
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“Metals Matter” Keynote Speech by Jakob Stausholm of Rio Tinto at PDAC 2024

At the PDAC Convention 2024, Rio Tinto CEO Jakob Stausholm outlined the Company’s strategic response to global economic and geopolitical challenges, emphasizing decarbonization, innovation, and sustainable mining practices. Stausholm highlighted the importance of metals in the renewable energy transition and detailed Rio Tinto’s commitment to safety, environmental stewardship, and stakeholder engagement. The Company’s multifaceted strategy includes diversifying supply chains, investing in technological advancements, and fostering collaborative relationships to ensure resilience and growth amidst uncertainties. Rio Tinto‘s proactive approach positions it as a leader in sustainable mining, ready to meet the increasing demand for critical minerals. [more]

Analyst Articles

NEW UPDATE REPORT – DCM – MediaValet Acquisition Multiple Bodes Well for DCM’s Valuation as its Pays Down Debt and Focuses on Tech Strategy

We have written a 12-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The report highlights how STG Partners’ acquisition of MediaValet Inc. for $79 million showcases a favorable valuation trend for Canadian SaaS and DAM sectors. DCM’s valuation could benefit as it enhances its SaaS offerings and focuses on a Print-to-Digital transition. The Company has also successfully completed a series of sale and leaseback transactions, raising $37.8 million, and aiding in debt reduction. DCM’s recognition in the 2024 OTCQX Best 50 underscores its market performance and strategic positioning. We are maintaining our price target and recommendation. [more]

BC - Quesnel Trough - Copper
Analyst Articles

NEW INDUSTRY REPORT – Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream

We have written an 18-page Industry Report on “Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream – A Focus on the Copper Projects in the Quesnel Trough”. The report highlights the critical role of copper in advancing a de-carbonized economy and its pivotal role across various industries, including electronics, construction, and renewable energy. Highlighting the dynamics of global copper supply and demand, it explores the challenges and opportunities within the market, driven by technological advancements and the green energy transition. The report features a detailed analysis of British Columbia’s Quesnel Terrane, a major copper-producing region, and summaries of mining & exploration companies in that region. The report also offers a forward-looking perspective on copper’s contribution to the global economy and sustainable practices shaping its future. [more]

2024-02-14 PDAC - Mining in Canada North
Analyst Articles

Exploring Canada’s North: Mining Companies to Watch at PDAC

Discover the untapped potential of Canada’s North at the PDAC 2024 conference, where mining companies showcase their contributions to the global economy and green energy transition. This region, rich in critical minerals like cobalt, lithium, and gold, faces unique challenges, from environmental impacts to logistical hurdles. PDAC highlights the importance of sustainable development, Indigenous partnerships, and innovative solutions to these challenges. Join industry leaders, government officials, and Indigenous communities in discussions that shape the future of mining in the Arctic, ensuring responsible resource development and environmental stewardship. We highlight 11 companies currently operating or exploration in Canada’s North that you can meet this year at PDAC 2024. [more]

PDAC 2024 - Keynote Speakers
Analyst Articles

Navigating the Keynote Speakers at PDAC 2024

The PDAC 2024 Convention in Toronto showcases a lineup of keynote speakers, each offering unique insights into the mineral exploration and mining industries. Jakob Stausholm of Rio Tinto will discuss the pivotal role of metals in the renewable energy transition. Michael Stanley from The World Bank will explore the potential of the Global South in reshaping mineral supply chains. Denise Johnson of Caterpillar will address the transformative impact of technology on mining. Lastly, Wojtek Wodzicki from Lundin Group‘s Vicuña Exploration Team will share their ground-breaking discovery story. These sessions promise to enlighten and inspire, highlighting innovative approaches and challenges in the industry. [more]

Analyst Articles

MediaValet Acquisition Highlights Valuation Trends in Canadian SaaS and DAM Sectors

On January 24, 2024, MediaValet (TSX:MVP), a provider in Digital Asset Management (DAM) solutions, announced its acquisition by STG Partners, highlighting the increasing importance of DAM and SaaS models in the tech industry. This transaction, valued at $79 million, signifies a premium valuation for MediaValet and suggests a positive outlook for similar Canadian SaaS and DAM firms. The acquisition reflects the strategic interest in companies that offer scalable, cloud-native software solutions, underscoring the growing demand for efficient digital asset management in a content-driven business landscape. [more]

2023-12-27 Manganese Industry Report - Video
Analyst Articles

VIDEO: Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increases

In this short video, Chris Thompson of eResearch discusses the manganese market, highlighting its essential use in steel production and the burgeoning demand from the EV battery sector. The report categorizes 23 manganese-focused companies from explorers to producers and spotlights Elcora Advanced Materials’ (TSXV: ERA) mining projects in Morocco. We explore how this critical metal is set to face supply challenges amidst soaring demand. Learn why manganese companies are attracting investment interest and how companies like Elcora are strategically positioning themselves in this rapidly evolving market. Download our full 31-page report to uncover the dynamic future of manganese. [more]