Atrium Research

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Atrium Research

Atrium Research

@Atrium_Research

Deep research on high-quality underfollowed stocks. Free to read.

Toronto, ON Katılım Eylül 2022
3.1K Takip Edilen6.8K Takipçiler
Atrium Research
Atrium Research@Atrium_Research·
Our team has published a research flash on Full Circle Lithium. FCLI announced the first major U.S. retail launch of its FCL-X lithium-ion battery fire extinguisher through a new strategic partnership with one of the world's largest home improvement retailers. $FCLI.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Full Circle Lithium
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Justin
Justin@YoungJustin·
Great meeting with the @Atrium_Research team today. Super sharp folks doing great sell-side research on Canadian small caps, 100% worth checking out
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Atrium Research
Atrium Research@Atrium_Research·
Conference Call Notes $IFA.TO $IFABF 🟣 Cannot speak on the financing until closing. Will host another webinar in June. 🟣 Q1 was led by both expansion into new stores and increased penetration within existing stores 🟣 Carrying 4-6 months of inventory, would rather carry extra inventory to keep up the momentum 🟣 No concerns about client credit risk. 60-90 day payment terms with Costco and Walmart 🟣 Aiming for 35% gross margins for the year 🟣 Higher incremental margins above $35M in revenue 🟣 Intelligent fabrics division pulling down overall margins but pushing more volume
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Atrium Research
Atrium Research@Atrium_Research·
Our team has published a research note on iFabric Corp. IFA reported Q1 financials that beat our estimates across the board with revenue of $27.5M (+288% YoY), compared to our estimates of $25.1M. Adjusted EBITDA came in at $5.7M (21% margin) vs. our $1.0M and well-beyond management’s past commentary on profitability. $IFA.TO 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of iFabric Corp.
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Atrium Research
Atrium Research@Atrium_Research·
Our team has published a research note on Rubicon Organics™. ROMJ reported Q1 financial results, including revenue of $13.7M (+11% YoY) vs. our estimate of $13.6M. Adjusted EBITDA was ($0.6M) for the quarter vs. our $0.8M. Management used Q1 to invest in growth initiatives to support the coming step-change. This was guided in Q4, and we expect this to reverse going forward. $ROMJ.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Rubicon Organics
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Atrium Research
Atrium Research@Atrium_Research·
Our team has published a research note on Dynacor Group Inc. DNG reported Q1 financials which were ahead of our estimates with revenue of $154.1M (+93% YoY) compared to our estimate of $133.5M and operating cashflow of $10.1M (+74% YoY) compared to our estimate of $5.9M. $DNG.TO 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Dynacor Group
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Atrium Research
Atrium Research@Atrium_Research·
Our team has published a research flash on Endurance Gold Corporation. EDG announced that drilling has commenced at its Reliance Gold Project, with a second rig being mobilized to accelerate the 2026 program. $EDG.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Endurance Gold
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GrumpierByTheDay
GrumpierByTheDay@GrumpierBTDay·
I don't like posting gain porn. It's uncouth. But I can't share this with anybody in my real life (sans my wife), so y'all are going to get it today. This is a huge milestone - my first 6 figure day. I started tracking my finances in Feb 2022, when I had a net worth of $36,539 and a brokerage account value of $11,860. Today's gain alone exceeds my entire net worth as of Jan '24. It's not just thanks to gains - I maintained a 50% savings rate until Aug of last year. Nevertheless, the magic of compounding, built on independent thinking and research, and the ability to take mindful and intelligent risk, has done incredible things. Deeply grateful to both @Comm_Invest and @majgeoinvesting who have been my biggest influences and educators over the years.
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Atrium Research
Atrium Research@Atrium_Research·
Our team has published a research flash on BQE Water. BQE Water has been contracted by Elsa Reclamation & Development Company (ERDC) to operate the water treatment plant systems at its Keno Hill sites in Yukon for the 2026 season. $BQE.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of BQE Water
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Atrium Research
Atrium Research@Atrium_Research·
Our team has published a research note on Andean Precious Metals Corp. Andean reported record Q1 financial results with robust silver and gold prices driving impressive margin expansion. Q1 results were in line with our forecast including revenue of $163.1M (+163% YoY), adj. EBITDA of $71.0M, and FCF of $39.6M. $APM.TO 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Andean Precious Metals
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Ben Pirie
Ben Pirie@Ben_Pirie1·
@Mineros_sa holding gold in its balance sheet. I really like this. Inflation exists. So mining an ounce next year will cost more than this year. May as well hold onto that ounce instead of selling it for USD (which depreciates). Nice to see a gold miner believe in its own product.
Atrium Research@Atrium_Research

Our team has published a research note on Mineros S.A. MSA reported Q1/26 financials outlining a record quarter on higher production and gold prices. Q1 revenue of $291.8M displayed 82% YoY growth and was broadly in line with our $297.7M expectation, translating to record net income of $87.7M. $MSA.TO 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Mineros S.A.

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Atrium Research
Atrium Research@Atrium_Research·
Our team has published a management interview with Wes Hanson, President & CEO of Thunder Gold Corp. The interview provides an overview of TGOL's Tower Mountain Project, which the Company is advancing toward an updated resource and initial PEA. $TGOL.V 🎥 Watch the full interview below! 📰 Disclosure: Disseminated on Behalf of Thunder Gold Corp.
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