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Borealis Mining (TSXV:BOGO): The Perfect Blend of Timing, Talent and Treasure!
Borealis Mining (TSXV:BOGO) is primed for a re-rate opportunity through exploration and near-term resource growth.
Lithium’s Future in North America | Volt Lithium
Volt Lithium (VLT:TSXv), a Canadian technology company, has developed a novel Direct Lithium Extraction (DLE) technology tailored for the oil and gas industry.
Intrynsyc Q221 Report: Sideways Capital
In this quarterly, report we present three deals that went sideways, and the lessons learned from each– the first being a turnaround story, the second a pivot, and the third TBD.
Intrynsyc Initiation: Imperial Helium Corp (IHC-V)
Company Overview Imperial Helium (IHC-V) is an early-stage helium exploitation, production, and refining company focused on land acquisition…
Q121 Report: Memento Mori
The fourth quarter capped off a spectacular year for the Canadian venture space. Though ravaged by an initial sell-off in the early spring, the TSXV ended the year with an annual return of 50% and a 145% increase from its March lows. In comparison, the TSX returned 3% and 55% over the same timeframe. Not only did investors regain composure quickly, they were apparently undeterred by the coronavirus after all– encouraged by a dovish Fed and waves of fiscal stimuli that continued to weaken the dollar, inflating assets. Q4 served to confirm this trend and Canadian markets responded generally positively to key news, namely Biden’s securing of the Presidency and the beginning of global COVID-19 vaccine rollout initiatives.
Kodiak Copper Corp (KDK-V): Just The Tip of The Iceberg
Kodiak Copper Corp is a Vancouver based junior exploration company focused on advancing their 100% owned MPD copper gold porphyry project located ~50km north of CMMC’s Copper Mountain mine (584 Mt at 0.23% Cu and 0.1 gpt Au) in south-central BC. KDK is backed by John Robins Discovery Group, co-founded by Chairman Chris Taylor (President and CEO of GBR), and led by Claudia Tornquist (former GM at RIO Tinto and former VP Business development at Sandstorm Gold). Kodiak also holds the 100% owned Mohave copper-molybdenum porphyry project in Arizona which is a data rich property with shallow historic drilling but untested at depth.
Q420 Report: All Around the Bonfire
The fourth quarter capped off a spectacular year for the Canadian venture space. Though ravaged by an initial sell-off in the early spring, the TSXV ended the year with an annual return of 50% and a 145% increase from its March lows. In comparison, the TSX returned 3% and 55% over the same timeframe. Not only did investors regain composure quickly, they were apparently undeterred by the coronavirus after all– encouraged by a dovish Fed and waves of fiscal stimuli that continued to weaken the dollar, inflating assets. Q4 served to confirm this trend and Canadian markets responded generally positively to key news, namely Biden’s securing of the Presidency and the beginning of global COVID-19 vaccine rollout initiatives.
NEXE Innovations – Initiation Report
NEXE Innovations is a cutting-edge developer of plant-based materials focused on replacing plastics with entirely compostable components. Initially targeting the single-use coffee market, NEXE has patented and manufactured 100% compostable products as quality alternatives to Keurig brewing systems K-Cups and Nestle’s Nespresso pods. With an addressable market estimated at US$19 billion in 2020, NEXE is forecasting their single-serve coffee segment will grow from under $500k in 2020 to $20 million in 2021 as they ramp up existing production lanes and take delivery of additional lanes delayed due to COVID-19. As the company grows, NEXE plans to leverage their materials expertise and IP to enter markets beyond of single-serve coffee. The company plans to announce an IPO in Q4 2020.
Kodiak Copper Corp. (KDK-V) – Site Visit
We recently attended a site visit to Kodiak Copper’s (KDK-V) 100% owned MPD property located in South-Central BC approximately 35 km south-east of Merritt, BC (Figure 1). KDK’s exploration upside is underpinned by four main targets; Gate, Prime, Man and Dillard. These targets exhibit similar characteristics as the Gate Zone which was discovered in January 2020 with hole MPD-19-003 returning 102 m of 0.53% Cu and 0.16 gpt Au. In our opinion, KDK offers significant exploration upside as a developing porphyry copper story with three additional porphyry centres yet to be tested.
Intrynsyc Capital – Q320 Report
Despite showing signs of deal fatigue towards its tail end, the junior mining sector in Q320 exhibited very much a continuation of the momentum we saw drive the market in Q220. The figure below demonstrates the steep increase in mining capital raised through Q320, with total financings posting 7% higher than the previous quarter. Within the span of H120, ~$1,168M in equity capital was raised across the TSXV’s mining sector in contrast with the $1,931M raised in Q320 alone, demonstrating the disproportionate investor interest this past quarter relative to the year as gold and copper reached YTD highs.