The research library
Each piece starts with a theme that stands on its own, follows the numbers into the filings, and ends with the bear case and the sources. Briefs look at two companies; primers explain a mechanism once so the briefs don’t have to.
22 pieces · page 1 of 2
Research brief / Uranium & Nuclear
Uranium One Mining's June balance sheet — C$2.87 million of cash, C$3.52 million of working capital and C$6.80 million of capitalized…
Research brief / AI & Digital Assets
Through the July acquisition of Dogecoin Mining Technologies, Hyper Bit now owns an identifiable fleet of 45 Scrypt miners and fresh August…
Research brief / Copper
Copper One Resources has assembled a broad copper-exploration portfolio for a company with a roughly C$22 million basic market…
Research brief / AI & Digital Assets
Two Canadian-listed companies, two very different business models, one test: can the economics justify the price?
Editorial thesis / The Canadian Discount
The S&P/TSX Composite trades at 16.5 times forward earnings against 20.1 for the S&P 500. A lower price is an invitation to investigate.
Research brief / Copper
America imports more than half of the refined copper it uses, and Canada is its second-largest supplier.
Research primer / Uranium & Nuclear
Nearly a third of the uranium delivered to U.S. reactors in 2025 came from Canada, and only 7% was mined at home.
Research primer / Canadian Defense
Canada reached NATO’s 2% target in 2025 and has signed up for 5% by 2035. That is tens of billions of dollars of new procurement.
Research primer / Gold & Precious Metals
Why the metal, an operating mine and an exploration company deserve three different research frameworks — and why Toronto, home to roughly…
Research primer / Special Situations
Canada gives its own taxpayers a full deduction plus a 15% or 30% credit for buying exploration shares; a U.S.
Research brief / Industrial Technology
Celestica's revenue rose 62% in the quarter ended June 30, 2026, and three customers took 32%, 17% and 14% of it.
Research brief / Copper
Ivanhoe Mines trades in Toronto, files in Vancouver and mines in the Democratic Republic of Congo.
