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.
13 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?
Research brief / Copper
America imports more than half of the refined copper it uses, and Canada is its second-largest supplier.
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.
Research brief / Agriculture & Food
The U.S. imports 92% of its potash and Canada supplies 79% of that. The price a Saskatchewan tonne fetches is set by contracts in India and…
Research brief / Oil & Gas
Western Canadian Select sold at a US$14.62 discount to WTI in the quarter ended June 30, 2026, and the reasons are physical: sulfur,…
Research brief / Forestry & Timber
Canadian lumber enters the U.S. with cash deposits of 26.47% of its value in West Fraser's case and 35.16% for most other producers, plus a…
Research brief / Gold & Precious Metals
Agnico Eagle mines its gold at an all-in sustaining cost of US$1,483 an ounce; Wheaton buys its ounces from other companies' mines for…
Research brief / Uranium & Nuclear
Cameco sold uranium for US$66.21 a pound in the first quarter of 2026 while spot sat above US$84.
