Atrium Research - Metals & Mining

Our team has published a research note on Thunder Gold Corp. Since our last update, TGOL has reported assays from four infill holes, highlighted by 0.46 g/t Au over 451.5m (TM26-222) and 0.53 g/t Au over 290.1m (TM26-223). $TGOL.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Thunder Gold

Our team has published a research note on NINE reported assays from hole DDH WD-26-12 drilled at the SW edge of the Wedge drill pattern, intersecting two distinct VMS Zone. The upper zone returned 3.33% CuEq over 12.0m, incl. 4.40% CuEq (with 8.35% Zn) over 7.0m, whereas the lower zone was more copper-rich, returning up to 3.40% CuEq over 2.1m. $NINE.CN 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Nine Mile Metals

Our team has published a research flash on @namibminerals. Namib announced plans to accelerate the restart of operations at the Redwing Mine, with first gold production now expected later this month. Production rates are expected to start at 338oz per month, ramping to 835oz per month (10.0Kozpa annualized) by the end of Q2/27. $NAMM 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Namib Minerals

Our team has published an initiation report on @aefuelscorp. AEF holds two 100%-owned critical minerals projects: South Woodie Woodie (SWW) in Western Australia (11.3Mt at 15.0% Mn), and Fluorite Ridge, a brownfield fluorspar district in New Mexico. Mini-pilot-scale solvent extraction (SX) testing achieved 95-99% Mn recovery and produced battery-grade HPMSM crystals. $AEF.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of AE Fuels

Our team has published a research note on @CCMGoldLtd. CCM reported assays from four additional holes as part of its recently completed 14-hole, 7,277m resource infill and expansion program. The best intercept was 37.7 g/t Au and 4.57% Sb over 4.62m from 489m downhole in NP26-10A, including 145.7 g/t Au and 18.57% Sb over 0.66m. $CCM.TO 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Canagold

Our team has published an interview with CEO Paul Parisotto and Chairman Ian Mcdonald of @MoonRiverMoly. The interview covers the recently published updated PEA on the Davidson Project and an update at Endako. $MOO.V 🎥 Watch the full interview below! 📰 Disclosure: Disseminated on Behalf of Moon River Moly

Our team has published our Mining Monthly report for October. The report covers commodity performance, sentiment changes, major news, recent M&A, and top drill results. 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of the Covered Companies Mentioned

$TRCG.V $AUAU.V $ARG.TO $APM.TO $AGC.CN $AZT.V $BPAG.V $CCM.TO $CTM.V $CAPT.V $CERT.V $CUU.V $ECOR.TO $EDG.V $EPG.CN $KLD.V $KRI.V $LIO.V $MTT.V $MFG.V $MSA.TO $MOO.V $NAMM $NKG.V $NIM.V $NWST.V $FISH.V $SCZ.TO $SPA.V $TGOL.V $TITI.V $TT.V $ZEN.V

Our team has published an initiation report on @NineMileMetals. NINE is advancing four VMS projects in New Brunswick’s Bathurst Mining Camp (BMC) covering 145.74 km2. Portfolio is anchored by flagship Wedge and Nine Mile Brook projects, while California Lake and Canoe Landing Lake provide exploration upside and M&A optionality. $NINE.CN 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Nine Mile Metals

Our team has published a research note on @mayfair_gold. Mayfair Gold’s Fenn-Gib Project has been designated under Ontario’s ‘One Project, One Process’ (1P1P) permitting framework. 1P1P provides a single point of contact for all provincial approvals and Indigenous consultation, targeting a ~50% reduction in government review times. $MFG.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Mayfair Gold

Our team has published a research note on @liononemetals. LIO reported FY26 financials (year ended June 30th), which we view as largely backward-looking given Q1/27 production was already reported on October 20th. $LIO.V 🔍 Read the full report below! 📰 Disclosure: Disseminated on Behalf of Lion One Metals

Thank you to everyone who joined us at @PlanetMicroCap Toronto 2026! Sharing a few photos from our fireside chats with @bqewater, @cleantekinc, and @Cannarabiotech. We appreciate the engaging discussions and everyone who made the event a success! $BQE.V $CTEK.V $LOVE.TO

Our team has published an interview with President & CEO Daniel Henao of @Mineros_sa. The interview provides an update on the 2026 growth initiatives, the recently announced US$58M special dividend, and MSA's target of producing 500Koz annually by 2030. $MSA.TO 🎥 Watch the full interview below! 📰 Disclosure: Disseminated on Behalf of Mineros S.A.

Q3/26: Conference Call Takeaways: 🟣 Plant availability 98.1% reflecting a reliable, predictable, and optimized operation. 🟣ARG is built to ensure that the Company and its operations remain resilient across a range of copper price environments. 🟣Current sustaining capital requirements remain low. 🟣Senior management team brings decades of experience at MVC and Amerigo, including CEO Aurora Davidson, who has been with the Company for 23 years, including seven as CEO. This provides Amerigo with a depth of operational experience that is difficult for peers to replicate. 🟣Discussions with El Teniente regarding the royalty structure remain ongoing. Management declined to comment further while discussions are underway and will update shareholders when there is material news to share. 🟣Fine-tuning and optimization of MVC’s plant continues to reflect an increase to copper recoveries. These optimizations are incremental and compounding. 🟣Chile has experienced its wettest year in recent history. While heavy rainfall has occasionally halted historic tailings processing, management indicated that it has not impacted overall production.