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The Market Online
07-08-2025
- Business
- The Market Online
Buzz on the Bullboards: TSX rebounds with energy, aviation, and battery power plays
The S&P/TSX Composite Index rallied by 2 per cent on Tuesday and 1 per cent on Wednesday, marking one of its strongest single-day performances in recent weeks. This rally followed a rough prior week, where trade tensions and weak commodity prices had weighed heavily on investor sentiment. The rebound was led by gains in mining and energy stocks, with companies like First Quantum Minerals (TSX:FM, Forum) and Barrick Gold (TSX:ABX, Forum) posting strong intraday performances. Despite a shortened trading week, the TSX demonstrated resilience and investor optimism, setting a positive tone for the month ahead. This article is a journalistic opinion piece which has been written based on independent research. It is intended to inform investors and should not be taken as a recommendation or financial advice. 1. Baytex Energy Corp. (TSX:BTE, Forum) Sector: Energy | Market cap: Mid-cap Baytex Energy delivered a solid performance in Q2 2025, aligning with its full-year operational and financial plan. The company reported: Adjusted funds flow of C$367 million or $0.48 per basic share of or Net income of C$152 million or $0.20 per basic share of or Free cash flow of C$3 million , with C$21 million returned to shareholders via dividends and buybacks of , with returned to shareholders via dividends and buybacks Net debt reduction of C$96 million, bringing total net debt to C$2.3 billion Operationally, Baytex averaged 148,095 boe/d, with 84% weighted toward oil and NGLs. What really stood out, the company achieved record well performance in the Pembina Duvernay, with its first pad delivering 1,865 boe/d per well, the highest peak oil rates recorded in the West Shale Basin. In the Eagle Ford, Baytex completed two successful refracs, extending inventory life and improving capital efficiency. The company has identified 300 refrac opportunities, with plans to expand the program in 2026. What the 'Buzz' Our Bullboards have up to 2 million pageviews a day. Get the inside scoop on conversations around the most significant trends and stock appreciations in our weekly wrap up. Get 'Buzz on the Bullboards' delivered to your inbox every third Thursday! Buzz on the Bullboards | Sign Up Here Looking ahead, Baytex expects to generate C$400 million in free cash flow for the year, with the majority weighted to the second half. The company plans to allocate all free cash flow to debt repayment after dividends, targeting net debt of C$2 billion by year-end. Investor Takeaway: Baytex is demonstrating disciplined capital allocation and operational efficiency, making it a compelling pick for energy-focused investors seeking value and growth. 2. Air Canada (TSX:AC, Forum) Sector: Transportation | Market cap: Large-cap Air Canada is facing turbulence on two fronts: labour unrest and disappointing Q2 earnings. Revenue: C$5.63 billion (up 2 per cent YoY) C$5.63 billion (up 2 per cent YoY) Net income: $0.60 per share (down from $0.98 in Q2 2024) $0.60 per share (down from $0.98 in Q2 2024) Free cash flow: C$183 million C$183 million Adjusted EBITDA: C$909 million Despite strong performance from Aeroplan, Cargo, and Air Canada Vacations, the airline's profitability fell short of expectations, leading to an 11 per cent drop in share price following the earnings release. Compounding investor concerns, nearly 10,000 flight attendants voted overwhelmingly to authorize a strike amid stalled contract negotiations. The union cited issues such as unpaid work during boarding, low wages, and rest rules. A strike could begin as early as August 16, pending legal cooling-off periods and notice requirements. Air Canada has responded with a C$500 million share buyback and full repayment of convertible notes, signaling a commitment to shareholder value. The airline reaffirmed its 2025 adjusted EBITDA guidance of C$3.2 to C$3.6 billion and maintains a long-term revenue target of C$30 billion by 2028. Investor Takeaway: While Air Canada remains focused on long-term growth, short-term risks from labour disputes and declining profitability may weigh on investor sentiment. 3. Nano One Materials (TSX:NANO, Forum) Sector: Clean Tech / Materials | Market Cap: Small-cap Nano One Materials has been selected to join the Arkansas Lithium Technology Accelerator (ALTA)—America's first lithium and battery supply chain accelerator. This move could position Nano One as a key player in reshoring battery materials production and reducing foreign dependency. Key highlights: US$12.9 million in funding from the U.S. Department of Defense from the U.S. Department of Defense Expansion of its Candiac facility in Québec , targeting defense and energy storage markets , targeting defense and energy storage markets Support for AI data centres and EVs through licensing and joint ventures through licensing and joint ventures Anchored by its Innovation Centre in Burnaby, which drives process development and scale-up Nano One's proprietary One-Pot process eliminates intermediate steps and foreign-controlled inputs, offering a scalable, modular solution for lithium iron phosphate (LFP) cathode production. This makes the company a strategic asset in both commercial and defense supply chains. Investor Takeaway: Nano One's inclusion in ALTA and its growing relevance to national security and clean energy markets make it a promising long-term investment in the battery materials space. Final thoughts These three TSX stocks—Baytex Energy, Air Canada, and Nano One Materials—are navigating vastly different landscapes, from oilfield innovation to labour unrest and battery tech acceleration. For investors, each presents unique opportunities and risks. As always, deeper due diligence is essential. Investors should review each company's financials, strategic outlook, and sector dynamics before making any decisions. Consider how macroeconomic factors, regulatory changes, and global trends may impact these businesses in the months ahead. Staying informed and agile will be key to capitalizing on these developments. For previous editions of Buzz on the Bullboards, click here. Join the discussion: Find out what everybody's saying about these stock on Stockhouse's stock forums and message boards. Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here .
The Market Online
03-07-2025
- Business
- The Market Online
Buzz on the Bullboards: Markets steady as key stocks make headlines
This week, the S&P/TSX Composite Index continued its upward momentum. Investor sentiment remained cautiously optimistic amid easing inflation data and geopolitical developments, with the index hovering near record highs. With this in mind, several TSX-listed companies made significant headlines, offering fresh opportunities and insights for investors. What the 'Buzz' Our Bullboards have up to 2 million pageviews a day. Get the inside scoop on conversations around the most significant trends and stock appreciations in our weekly wrap up. Get 'Buzz on the Bullboards' delivered to your inbox every third Thursday! Buzz on the Bullboards | Sign Up Here Tilray Brands (TSX:TLRY, Forum), a prominent name in the global cannabis industry, saw its medical division, Tilray Medical, achieve a major regulatory milestone in Europe. The company became the first to receive authorization from Italy's Ministero della Salute to distribute medical cannabis flower for therapeutic use. Operating through its wholly-owned subsidiary, FL Group, Tilray Medical will introduce three new cannabis flower varieties in Italy starting this June: Tilray THC 25 per cent Tilray THC 18 per cent Tilray THC 9 per cent / CBD 9 per cent This development strengthens Tilray's foothold in the European medical cannabis market, complementing its existing operations in Germany, Portugal, Poland, and the UK. For investors, this move signals Tilray's positioning in a rapidly growing sector, with Italy potentially serving as a gateway to broader EU market penetration. Bombardier (TSX:BBD, Forum) made waves through its defense division, Bombardier Defense, which announced a firm order from Swedish aerospace and defense company Saab for two Global 6500 aircraft. These jets will support Saab's advanced surveillance and reconnaissance systems. The Global 6500 boasts: A top speed of 956 km/h A maximum range of 12,223 km Steep approach certification and advanced wing design for versatile mission deployment This order builds on the companies' long-standing collaboration, including the GlobalEye airborne early warning and control system. (Source: Bombardier.) Bombardier Defense wants to carve out a niche in special mission aircraft, addressing critical needs in humanitarian aid, maritime patrol, and defense. The deal reinforces Bombardier's dual strength in commercial aviation and defense innovation, making it a stock to watch for long-term growth. Almonty Industries (TSX:AII, Forum), a global company involved in tungsten concentrate production, received a formal letter of recognition from the US House Select Committee on Strategic Competition with China. The letter highlights Almonty's pivotal role in securing critical mineral supply chains amid rising geopolitical tensions. Key points include: The importance of Almonty's Sangdong Mine in South Korea , poised to become the largest tungsten producer outside China , poised to become the Plans to redomicile to the United States , positioning Almonty as the only US-based commercial-scale tungsten producer , positioning Almonty as the Potential collaboration with US defense contractors and inclusion in the National Defense Stockpile This recognition could not only validate Almonty's value but it would also open doors to US government partnerships and defense sector integration—an encouraging signal for investors seeking exposure to critical minerals and geopolitical tailwinds. As the TSX continues to show resilience, these three companies—Tilray Brands, Bombardier, and Almonty Industries—demonstrate how innovation, partnerships, and regulatory breakthroughs can drive investor value. Whether it's cannabis, aerospace, or critical minerals, the Canadian market is brimming with opportunity. Investors should stay engaged with market developments and regularly reassess their portfolios to capitalize on emerging trends and maximize returns in a dynamic global environment. For previous editions of Buzz on the Bullboards, click here. Join the discussion: Find out what everybody's saying about these stock on Stockhouse's stock forums and message boards. The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here. Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein.
The Market Online
19-06-2025
- Business
- The Market Online
Buzz on the Bullboards: Taco Tuesday
The TSX has struggled to find its footing this week, weighed down by escalating hostilities between Israel and Iran. The geopolitical unrest has injected fresh volatility into global markets, with investors seeking safe havens amid fears of broader regional destabilization. The timing of the conflict has added pressure to an already tense gathering of G7 leaders—representing the U.K., Canada, France, Germany, Italy, Japan, and the U.S.—alongside the European Union in Alberta. The summit, intended to foster economic cooperation, has been overshadowed by strained relations stemming from U.S. President Donald Trump's controversial tariffs. Trump, whose sparsely attended US$45 million taxpayer birthday celebration and military parade were met with mass 'No Kings' protests across the U.S., departed the summit early on Tuesday to address the Middle East crisis. Maybe they just had really good camouflage at the parade? What the 'Buzz' Our Bullboards have up to 2 million pageviews a day. Get the inside scoop on conversations around the most significant trends and stock appreciations in our weekly wrap up. Get 'Buzz on the Bullboards' delivered to your inbox every third Thursday! Buzz on the Bullboards | Sign Up Here Despite the broader market unease, several stocks have made headlines this week, offering investors both cautionary tales and potential opportunities. Taco supreme Trump Media and Technology Group Corp. (NASDAQ:DJT, Forum), the parent company of Truth Social, Truth+, and it announced a bold new venture: the filing of an initial registration statement with the U.S. Securities and Exchange Commission (SEC) for the Truth Social Bitcoin and Ethereum ETF, ticker symbol B.T. The ETF aims to directly hold Bitcoin (75 per cent ) and Ether (25 per cent ), offering investors exposure to the two largest cryptocurrencies. has been tapped as the exclusive custodian and execution agent, also providing staking and liquidity services. The ETF's launch is contingent on the SEC's approval of both the registration statement and a Form 19b-4 filing. If approved, the ETF will be listed on NYSE Arca, with Yorkville America Digital acting as sponsor. It is sure to be as successful as Trump University, or Trump Steaks, or rump watches (the T fell off), or 2/3rds of his marriages (including Elon). Despite the ambitious move into digital assets, DJT stock has been under pressure, down 45.72 per cent year-to-date and 40.88 per cent year-over-year, reflecting investor skepticism amid ongoing volatility and regulatory scrutiny in both the crypto and media sectors. Oil be there for you With oil prices surging due to the Middle East conflict, energy stocks have seen renewed investor interest. MEG Energy Corp. (TSX:MEG, Forum) is in the spotlight after rejecting an unsolicited takeover bid from Strathcona Resources Ltd. Strathcona's offer, made on May 30, 2025, proposed 0.62 Strathcona shares and C$4.10 in cash per MEG share. MEG's Board, following a comprehensive review by a Special Committee and external advisors, unanimously deemed the offer 'inadequate and opportunistic.' The Board is urging shareholders to reject the offer by taking no action. The bid remains open until September 15th, 2025, but MEG's firm stance suggests a drawn-out battle may be ahead. Investors are watching closely, especially as oil prices remain elevated and the sector continues to consolidate. Staying healthy Oncolytics Biotech (TSX:ONC, Forum) has surged more than 20 per cent this week following the appointment of Jared Kelly as CEO and director. Kelly brings a wealth of experience in biotech M&A, including his role in the $2 billion sale of Ambrx Biopharma to Johnson & Johnson. His arrival is seen as a catalyst for the advancement of pelareorep, Oncolytics' flagship intravenously-administered immunotherapy. The drug has received Fast-Track Designation from the U.S. FDA for both metastatic breast cancer (mBC) and metastatic pancreatic ductal adenocarcinoma (mPDAC). Clinical trials have shown promising results, including a 60 per cent + objective response rate in mPDAC and significantly improved survival rates in mBC. With a growing pipeline and strong leadership, Oncolytics is positioning itself as a potential breakout in the oncology space. Food for thought As global markets navigate geopolitical shocks and shifting economic alliances, investors must remain vigilant. Stocks like DJT, MEG, and ONC are making headlines for vastly different reasons—ranging from crypto innovation to takeover defenses and biotech breakthroughs. Now more than ever, it's essential for investors to deepen their due diligence. Staying informed and agile can make all the difference in ensuring portfolios remain resilient and responsive to the fast-changing market landscape. For previous editions of Buzz on the Bullboards, click here. Join the discussion: Find out what everybody's saying about these stock on Stockhouse's stock forums and message boards. The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here.
The Market Online
05-06-2025
- Business
- The Market Online
Buzz on the Bullboards: Aviation, cannabis, and industrial stocks undeterred by tariff drama
Any momentum the TSX would have gathered this week quickly eroded by escalating global trade tensions. The index opened the week on a positive note, buoyed by rising energy and materials stocks, reflecting investor optimism around strong commodity prices and a rebound in global demand. However, sentiment quickly shifted midweek following U.S. President Donald Trump's announcement to double tariffs on imported steel and aluminum—from 25 per cent to 50 per cent. The move, part of his so-called 'Liberation Day' trade strategy, rattled markets and reignited fears of a broader trade war. The tariffs, set to take effect in early July, will apply to all countries except the United Kingdom, which recently reached a preliminary trade agreement with Washington. There is a lot going on to keep track of, though this is considered a time where activity seasonally slows down. Even so, users have wasted little time in searching for things to get riled up about. I'll take 'Things that never happened' for $100. Meanwhile, the Bank of Canada held its benchmark interest rate steady at 2.75 per cent, the second consecutive rate hold following a series of seven cuts, citing tariff uncertainty as a reason to be cautious. This stance shows the strength and diversity of Canadian equities, particularly in sectors like pharmaceuticals, aerospace, and advanced manufacturing. MediPharm Labs (TSX:LABS, Forum), a pharmaceutical business in precision-based cannabinoids, has announced the commencement of production for its novel cannabis metered dose inhalers (MDIs) aimed at the European Union and United Kingdom markets. These discreet, smoke-free devices offer patients a fast-acting, pharmaceutical-grade alternative to traditional cannabis consumption methods. What the 'Buzz' Our Bullboards have up to 2 million pageviews a day. Get the inside scoop on conversations around the most significant trends and stock appreciations in our weekly wrap up. Get 'Buzz on the Bullboards' delivered to your inbox every third Thursday! Buzz on the Bullboards | Sign Up Here Manufactured under stringent Good Manufacturing Practices (GMP), the MDIs are distributed exclusively by Blackpoint Ltd., MediPharm's regional partner. The company has already launched the product in Canada and anticipates further rollouts in Australia, the EU, and the UK by Q3 2025. This expansion comes on the heels of a $4.5 million cash sale of its Hope facility, a move aimed at streamlining operations. However, internal turbulence looms. A proxy battle with dissident shareholder Apollo Technology Capital Corp. has raised concerns about governance and financial stability. Despite these headwinds, MediPharm reported an 11 per cent revenue increase in Q1, signaling operational momentum amid strategic uncertainty. MediPharm published a response, calling Apollo Capital 'dissidents' and they 'do not believe they are the well-intentioned and successful business leaders they portray themselves to be', saying the company is currently 'under attack'. Even so, MediPharm stock has risen more than 7 per cent in the past five days. Bombardier (TSX:BBD, Forum) has reached a major milestone in its Global 8000 program, with the first production aircraft completing its inaugural flight on May 16. Departing from the company's Aircraft Assembly Centre in Mississauga, Ontario, the flight marks a pivotal step toward the aircraft's entry into service in the second half of 2025. The Global 8000 is positioned as the next evolution of the Global 7500, offering a top speed of Mach 0.94 and an industry-leading range of 8,000 nautical miles. It's designed to connect global cities like Singapore to Los Angeles and London to Perth without refueling, while also offering access to shorter runways typically reserved for smaller jets. Inside, the aircraft redefines luxury with four true living spaces, a dedicated crew rest area, and the lowest cabin altitude in its class. With over 250,000 flight hours logged by the Global 7500, Bombardier's latest innovation is poised to capture a significant share of the ultra-long-range business jet market. Bombardier stock has lifted nearly 2 per cent in the past five days. Advanced materials innovator PyroGenesis (TSX:PYR, Forum) has secured a major endorsement from aerospace giant Boeing (NYSE:BA, Forum). The company's Ti64 'coarse' metal powder—used in additive manufacturing—has been officially approved and added to Boeing's qualified supplier list. This qualification is a significant validation of PyroGenesis' proprietary plasma atomization technology, which produces high-purity metal powders for 3D printing in aerospace and defense applications. The approval opens the door to broader adoption of PyroGenesis' materials in Boeing's manufacturing ecosystem, potentially unlocking new revenue streams and long-term contracts. In the past five days, PyroGenesis stock has climbed nearly 2 per cent. As the aerospace industry increasingly turns to additive manufacturing for lightweight, high-performance components, PyroGenesis is well-positioned to benefit from this structural shift. These three TSX-listed companies—MediPharm Labs, Bombardier, and PyroGenesis—are each making headlines for different reasons, from product innovation and international expansion to strategic partnerships and shareholder activism. While the TSX continues to climb, investors would be wise to dig deeper into these stories, assess the risks and opportunities, and consider how these developments align with their investment goals. As always, thorough due diligence remains the cornerstone of smart investing. For previous editions of Buzz on the Bullboards, click here. Join the discussion: Find out what everybody's saying about these stock on Stockhouse's stock forums and message boards. The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here.
The Market Online
15-05-2025
- Business
- The Market Online
Buzz on the Bullboards: Quarterly reports and company mergers
Canada's main stock index has had a dynamic week, buoyed by global trade developments and investor optimism. Monday saw a significant rally after the United States and China agreed to temporarily reduce reciprocal tariffs, easing fears of a full-scale trade war. This momentum carried into Tuesday, with the TSX edging higher despite a cooling Wall Street. By Wednesday, trading settled into a quieter rhythm as market participants digested earlier gains and awaited further trade news. What the 'Buzz' Our Bullboards have up to 2 million pageviews a day. Get the inside scoop on conversations around the most significant trends and stock appreciations in our weekly wrap up. Get 'Buzz on the Bullboards' delivered to your inbox every third Thursday! Buzz on the Bullboards | Sign Up Here This week also marks the heart of quarterly earnings season, a critical period when companies disclose their financial and operational performance. For investors, these reports offer valuable insights into corporate health and future prospects. Among the many companies reporting, three TSX-listed names have stood out. A cannabis leader on the rise Organigram Holdings Inc. (TSX:OGI, Forum), a leading licensed cannabis producer, delivered a robust Q2 fiscal 2025 earnings report, showcasing impressive growth across key financial metrics: Financial highlights Gross revenue : Soared 79% to $102.8 million. : Soared 79% to $102.8 million. Net revenue : Increased 74% to $65.6 million. : Increased 74% to $65.6 million. International revenue : Jumped 177% to $6.1 million. : Jumped 177% to $6.1 million. Adjusted gross margin : Rose to $21.9 million (33%). : Rose to $21.9 million (33%). Adjusted EBITDA : Rebounded to $4.9 million from a loss of $1.0 million. : Rebounded to $4.9 million from a loss of $1.0 million. Cash position: Strong at $83.4 million with minimal debt. Operational achievements Organigram maintains the #1 market share in Canada, leading in vapes, pre-rolls, milled flower, hash, and CBD gummies. The integration of Motif is expected to yield $15 million in annual cost synergies, exceeding initial projections. The acquisition of Collective Project Ltd. also marks a strategic entry into the cannabis beverage market across North America. Global expansion With $6.1 million in international sales this quarter, Organigram is expanding its footprint through partnerships in Germany, the U.K., and Australia, with more global opportunities on the horizon. Advancing cancer immunotherapy Oncolytics Biotech Inc. (TSX:ONC, Forum), a clinical-stage biotech firm, continues to make strides in oncology with its proprietary immunotherapy, pelareorep. Q1 2025 financial overview Cash & Equivalents : $15.3 million, supporting operations through Q3 2025. : $15.3 million, supporting operations through Q3 2025. Net Loss : Narrowed slightly to $6.7 million. : Narrowed slightly to $6.7 million. R&D Expenses : Declined to $4.1 million, reflecting lower trial costs. : Declined to $4.1 million, reflecting lower trial costs. G&A Expenses: Held steady at $3.0 million. Clinical progress The company will present new data at the ASCO Annual Meeting, highlighting pelareorep's immune-activating potential in pancreatic cancer. Updated results from the GOBLET study showed a 33% objective response rate in patients with advanced squamous cell anal carcinoma, including a complete response lasting over 15 months. Upcoming milestones Q2 2025 : Translational data from pancreatic cancer cohort. : Translational data from pancreatic cancer cohort. H1 2026: Initial efficacy results from newly diagnosed metastatic pancreatic cancer cohort. These developments position Oncolytics as a compelling biotech play with potential for breakthrough therapies in hard-to-treat cancers. A new energy powerhouse Whitecap Resources Inc. (TSX:WCP, Forum) has completed its transformative merger with Veren Inc., creating one of Canada's largest oil and gas producers. Strategic highlights Now the 7th largest oil and gas and 5th largest natural gas producer in Canada. and producer in Canada. Largest landholder in Alberta's Montney and Duvernay formations. formations. Strong presence in Saskatchewan's light oil sector. Leadership and governance The combined entity will be led by Whitecap's management team and a refreshed board of directors, blending leadership from both companies. This strategic alignment is expected to enhance operational efficiency and shareholder value. 2025 guidance Average Production : Raised to 295,000–300,000 boe/d (63% liquids). : Raised to 295,000–300,000 boe/d (63% liquids). H2 2025 Forecast : 363,000–368,000 boe/d on $1.1 billion in capex. : 363,000–368,000 boe/d on $1.1 billion in capex. Annual Capex: Approximately $2.0 billion. With a deep inventory of premium drilling opportunities and a focus on sustainable growth, Whitecap is well-positioned to deliver long-term value. A season of opportunity As earnings season unfolds, investors are reminded of the importance of staying informed and agile. Whether it's Organigram's international cannabis expansion, Oncolytics' promising cancer therapies, or Whitecap's energy sector consolidation, these TSX-listed companies exemplify the diverse opportunities available in Canada's capital markets. Now is the time to dig deeper, analyze performance trends, and align your portfolio with the evolving market landscape. For previous editions of Buzz on the Bullboards, click here. Join the discussion: Find out what everybody's saying about these stock on Stockhouse's stock forums and message boards. The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here.
