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The Market Online
2 days ago
- Business
- The Market Online
Two high-conviction stocks to leverage record gold prices
At the time of writing on Thursday, gold traded at US$3,373.3 per ounce, just shy of the all-time-high set just last month, having gained over 40 per cent year-over-year and almost 100 per cent since 2020, reinforcing its reputation as a safe-haven investment during economically trying times. Gold's gains have mitigated risks associated with the COVID-19 pandemic, which dropped the TSX by 30 per cent in March 2020; inflation driven by quarantines lifted across the globe; ongoing conflicts in Ukraine and the Middle East; as well as renewed price pressures from U.S. president Trump's global tariff initiative. At the same time, higher gold prices are improving economics from exploration to production, enticing investors back into the space now that there's real money to be made. The lowest-hanging fruit in the gold stock universe will likely be found in producers with differentiated income statements and balance sheets, most of their growth likely behind them, making them best suited for moderate long-term returns. There is, however, a higher risk-reward option capable of delivering potentially exponential returns, supposing you're willing to size up early-stage mining projects and stick with them through development and hopefully production. We're of course talking about junior mining stocks, whose underlying pre-revenue operations rely on geological expertise, mining cycle timing and sound capital allocation to traverse the often volatile path to shareholder value. In the newest edition of Stockhouse's Weekly Market Movers, I'll introduce you to a pair of junior gold stocks equipped with assets and management teams worth believing in when it comes to generating leverage beyond the gold price. Chesapeake Gold Our first high-conviction stock to optimize your gold exposure is Chesapeake Gold, market cap C$96.44 million, whose flagship Metates project in Durango State, Mexico, hosts one of the largest undeveloped gold-silver deposits in the world. Metates' resource comes in at an estimated 16.77 million ounces of gold measured and indicated and 2.13 million ounces inferred, representing over US$60 billion in gold in the ground. The project's 2021 preliminary economic assessment details a pre-tax net present value of C$1.43 billion and initial capital costs of only C$359 million at heavily discounted base cases of US$1,600 gold and US$22 silver. Supported by C$11 million in treasury at year-end 2024, Metates' ample room for resource expansion, a management team with decorated histories in exploration and development in the Americas, as well as a recent acquisition of sulfide leaching technology that vastly increases recoveries and project economics (slide 8), there's no good reason Chesapeake should be trading at a 90 per cent discount to its peers on an enterprise value/ounces basis (slide 16). Jean-Paul Tsotsos, Chesapeake Gold's chief executive officer (CEO), spoke with Stockhouse's Lyndsay Malchuk about the benefits of the company's news sulfide leaching technology. Watch the interview here. Chesapeake Gold stock (TSXV:CKG) has given back 41.91 per cent year-over-year and 65 per cent since 2020. Shares last traded at C$1.40. Our second high-conviction junior gold stock, Tectonic Metals, market cap C$37.37 million, was founded by a team whose past successes speak for themselves, as highlighted by ushering Kaminak's Coffee gold project from a C$3 million venture through bankable feasibility, followed by a C$520 million sale to Goldcorp (now Newmont). As a whole, the team is responsible for: Over 30 million ounces in gold discoveries. 18 feasibility studies. 20 projects permitted. More than $3 billion in M&A transactions. More than $2 billion in capital raised. Tectonic is keen on expanding its track record with its flagship Flat gold project in Alaska, located only 40 kilometres from Novagold's Donlin project, host to one of the largest undeveloped gold deposits in the world at an estimated 39 million ounces. The 99,800-acre Flat has yielded 1.4 million ounces in historical placer gold production and delivered a 100-per-cent drill success rate to date, intersecting gold in all 86 drill holes across 3 kilometres of mineralized strike up to 325 metres deep. The company has identified six potential district-scale deposits on the project, granting Flat multi-million-ounce potential. With numerous analogous mines (slide 17) strengthening Flat's case for a company-making initial resource estimate, and C$12.5 million in funding in place for phase-I drilling to follow up on 2024's Alpha Bowl discovery – 65.53 metres grading 1.22 grams per ton (g/t) of gold – Tectonic is a reasonable candidate for transforming robust exploration upside into an outsized stock price re-rating. Tectonic Metals stock (TSXV:TECT) is up by 12.5 per cent year-over-year but remains down by 59.09 per cent since 2020. Tony Reda, Tectonic Metals' founder, president and CEO, sat down with Coreena Robertson to discuss the company's recently closed funding round. Watch the interview here. Thanks for reading! I'll see you next week for a new edition of Stockhouse's Weekly Market Movers. Here's the most recent article, in case you missed it. Join the discussion: Find out what everybody's saying about these junior gold mining stocks on the Chesapeake Gold Corp. and Tectonic Metals Inc. Bullboards and check out Stockhouse's stock forums and message boards. This is sponsored content issued on behalf of Chesapeake Gold Corp. and Tectonic Metals Inc., please see full disclaimer here.
The Market Online
30-05-2025
- Business
- The Market Online
A growth pick and a value play for the junior mining investor
With Trump's tariff rampage reinforcing the ongoing trend towards deglobalization, the economic environment is the most prospective it's been for junior mining investors since the height of the Great Financial Crisis, when gold, silver and copper hit all-time-highs as major financial institutions crumbled with their hands out for a bailout. As economic superpowers across the world seek to secure domestic supplies of critical materials, they will be looking to allied countries to fill in shortfalls, making projects across the mining life-cycle key considerations for your next investment. In the latest edition of Stockhouse's Weekly Market Movers, I'll weigh in on the prospects of two junior mining stocks – one positioned for growth, the other for a value-based re-rating – with multi-commodity exposure tied to markets in long-term tailwinds. Green Bridge Metals, market capitalization C$18.81 million, is a Canadian-based exploration company acquiring and developing critical mineral projects. The company's flagship asset, the 8,460-hectare South Contact Zone (SCZ) north of Duluth, Minnesota, houses bulk-tonnage copper–nickel and titanium-vanadium across four properties, with numerous exploration targets including platinum group elements (PGEs) yet to be fully exploited. SCZ currently hosts an inferred titanium dioxide (TiO2) resource of 46.6 million tons grading 15 per cent TiO2, in addition to 13.3 million tons of ilmenite valued at $350 per ton, with a preliminary economic assessment (PEA) (a likely market catalyst) expected by Q4 2025. Green Bridge's 1,450-hectare Chrome Puddy project in Ontario complements the SCZ with a past-producing chromite mine, bulk-tonnage nickeliferous magnetite mineralization (historical resource of 30 million tons at 0.25-0.28 per cent nickel) and multiple untested conductors and channel sample-based targets. Investors have been getting behind the company's upside since adopting the Green Bridge name in November 2023, elevating Green Bridge stock (CSE:GRBM) by 125 per cent to date. Drilling, sampling and metallurgical studies planned for 2025, in addition to the PEA, offer the company a runway to add to share-price momentum and tap capital markets more opportunistically, responding rather than reacting to commodity demand. David Suda, Green Bridge Metals' chief executive officer (CEO), spoke with Stockhouse's Lyndsay Malchuk about the company's letter of intent to option another large bulk-tonnage copper-nickel-PGE project in Minnesota, this one hosting historical indicated and inferred resources. Watch the interview here. AJN Resources Our second junior mining stock pick, this time on the value side of the spectrum, is AJN Resources, market capitalization C$5.69 million, which explores for lithium and gold in Africa backed by a management team with over 75 years of experience, including exploring, financing and developing major mines across the world. AJN's Manono Northeast project in the Congo, optioned in 2023, generated grab samples up to 400 parts per million (ppm) lithium and 1,815 ppm tin only 7 km northeast of the Manono pegmatites, which yielded AVZ Minerals' 669 million tons at 1.61 per cent Li 2 O on its flagship Manono project. AJN's drill-ready Kabunda South project, 120 km to the northeast, also optioned in 2023, features visually identified spodumene across an 11-km strike extent, including priority pegmatites measuring 1.5 km and 1.2 km in length, respectively. Recently, AJN expanded its target commodities with gold, coinciding with the metal's ascent to all-time-highs, signing deals to acquire a majority stake in the 672-square-km Dabel project in Kenya and the 42.8-square-km Okote project in Ethiopia. The projects are located 250 km and 100 km, respectively, from the producing 4.5-million-ounce Lega Dembi mine in Ethiopia, the country's largest gold operation. Despite management's over 20 years of experience in the Congo and a portfolio with solid leads for exploration upside, AJN stock (CSE:AJN) has given back over 70 per cent since optioning the first of these projects, Kabunda South, in January 2023, suggesting that investors today may benefit from a contrarian opportunity as positive news flow leads to market recognition and a potential re-rating. Green Bridge's 11 per cent insider ownership and 18 per cent institutional ownership wholeheartedly agree. Klaus Eckhof, AJN Resources' president and CEO, joined Lyndsay Malchuk to discuss the company's investment in the Okote gold project. Watch the interview here. Thanks for reading! I'll see you next week for a new edition of Stockhouse's Weekly Market Movers. Here's the most recent article, in case you missed it. Join the discussion: Find out what everybody's saying about these junior mining growth and value stocks on the Green Bridge Metals Corp. and AJN Resources Inc. Bullboards and check out Stockhouse's stock forums and message boards. This is sponsored content issued on behalf of Green Bridge Metals Corp. and AJN Resources Inc., please see full disclaimer here.
The Market Online
23-05-2025
- Business
- The Market Online
A brief dive into two best-performing micro-cap stocks
A stock price chart, though best-performing, tells only a partial story, capturing sentiment without its drivers, saying nothing about whether or not an ongoing trend will continue into the future. The market-tested investor knows to dig deeper – too experienced to be swayed by past performance's suggestion of future results – and paints a picture of a company's long-term viability based on financials, press releases and industry reports, putting it through the wringer en route to a high-conviction investment decision. In the newest edition of Stockhouse's Weekly Market Movers, we'll consider two micro-cap stocks with strong year-over-year returns, miles ahead of the TSX's 16.57-per-cent effort, looking to determine whether or not their underlying companies have what it takes to maintain momentum. Realbotix We begin with Realbotix, a company that creates and sells artificial intelligence (AI)-enabled, human-shaped robots for the purposes of entertainment, companionship and customer service. The robots, manufactured in the United States, boast true-to-life expressions, movements and speech. According to the company's 2025 guidance, it is well-capitalized to deliver on growth plans, including increasing its sales and marketing teams, to accommodate higher demand expected from robust media coverage and new technology dropping later this year. Realbotix stock (TSXV:XBOT) has added 223.33 per cent year-over-year – exactly one year since the company transitioned from its previous incarnation as – thanks to revenue growth in Q1 and Q2 2025 that's already outpacing all of 2024, supported by decreasing cost of goods sold and operating losses over the past three quarters. While Realbotix has generated positive net income in only two out of the past five quarters, a growing number of partnerships have the potential to grant the company the scale it needs to cut costs towards more stable profitability. Andrew Kiguel, Realbotix's chief executive officer (CEO), spoke with Stockhouse's Lyndsay Malchuk about the company's collaboration with on customer service robots. Watch the interview here. Innovotech And now for something completely different, we move to Innovotech, our second best-performing micro-cap stock pick ripping as of late, which tracks a Canadian company focused on biotechnology and specialized laboratory services. Here's a business breakdown: The company's Innovotech Labs subsidiary is a contract research organization specializing in antimicrobial testing and the commercialization of antimicrobial silver solutions. Its Keystone Labs subsidiary is an accredited lab serving Canadian pharmaceutical and industrial markets. Innovotech also owns 60 per cent of NouLifeSciences, which holds intellectual property related to antioxidant molecules with prospective applications in cosmetics and treating medical conditions including neuropathies. Innovotech's diversification across multiple products and platforms has served it well, allowing it to almost double revenue year-over-year in 2024, and set a run-rate in Q1 2025 to quadruple revenue by year end, this while generating an overall net income profit from 2020 to date including in Q4 2024 and Q1 2025. Innovotech stock (TSXV:IOT), no surprise, has behaved positively in reaction, adding 83.33 per cent year-over-year, and stands to climb higher with client demand on a steep rise, prompting the company to expand its staff and equipment portfolio. Though profitable growth is relatively recent, Innovotech appears to be on a path to rapidly growing its share in the over US$10 billion antimicrobial coatings market, which is expected to post a 13.9 per cent compound annual growth rate through 2030. Craig Milne, Innovotech's president and CEO, joined Lyndsay Malchuk to discuss the company's financial performance including record revenue in Q1 2025. Watch the interview here. Thanks for reading! I'll see you next week for a new edition of Stockhouse's Weekly Market Movers. Here's the most recent article, in case you missed it. Join the discussion: Find out what everybody's saying about these best-performing micro-cap stocks on the Realbotix Corp. and Innovotech Inc. Bullboards and check out Stockhouse's stock forums and message boards. This is sponsored content issued on behalf of Realbotix Corp. and Innovotech Inc., please see full disclaimer here.
The Market Online
09-05-2025
- Business
- The Market Online
Two micro-cap companies solving multi-billion-dollar problems
The only reason to leave the relative safety of index funds behind and pick individual stocks is the disciplined pursuit of market-beating returns. This pursuit, backed by often tedious due diligence, seeks to identify companies with potential strong enough to stay invested, no matter how volatile shares get, thanks to the high-conviction data you manage to uncover. This is no easy task, especially compared to owning a global stock ETF and calling it a day, requiring that your research process be sound from step one. While each investor will approach the stock market in their own special way, we'll go ahead and suppose that due diligence begins with finding companies whose products or services are differentiated from competitors, granting them at least the potential for long-term shareholder value creation. In the newest edition of Stockhouse's Weekly Market Movers, I'll go over two micro-cap tech stocks tracking companies in the early stages of disrupting multi-billion-dollar industries. Visionstate Our first micro-cap stock pick this week is Visionstate, a technology developer focused on solutions in the Internet of Things (IoT), big data and analytics. The company's flagship technology, Wanda, is a turnkey solution for facility cleaning management, allowing users to track frequency, duration and effectiveness and make more data-driven resource allocation decisions. Optional components to foster client and constituent trust include smart people counters, a public alert system and QR code functionality for customer feedback. The ability to monitor staff in real time, for as little as $250 per month, offers governments and businesses a way around the facility wear-and-tear, compliance violations and loss of reputation that can result from inefficient cleaning practices, granting Wanda a privileged position as a value optimizer in the growing US$415 billion cleaning services industry. Wanda is complemented by Visionstate's recent expansion into AI models and auditing and inspection management software, as well as the debut of WandaLITE, a simplified version of the company's flagship product to help the thousands of businesses affected by Ontario's newly introduced Bill 190 mandating easy public access to restroom cleaning records. Despite a growing list of potential clients, including multiple municipalities, a major Canadian university, a prominent health authority and a national janitorial service provider, investors have yet to recognize the company's value-added facility management technology. Visionstate stock (TSXV:VIS) has given back 66.67 per cent since 2020, las trading at C$0.02 per share. PlasCred Circular Innovations Our second micro-cap company worth your scrutiny is PlasCred, an emerging plastic waste recycler vying for industry leadership with the help of first-mover, patent-pending technology, which has been proven at pilot-plant stage to convert up to 80 per cent of unsorted waste plastic into renewable green condensate. This condensate can then be used to produce virgin plastic, transportation fuels or pipeline diluent, offering industry players a new catalyst towards minimizing a major source of global pollution, and offering the company multiple global industries to generate revenue streams, pursue growth, gain pricing power and progress on its path to profitability. To this end, PlasCred has secured strategic partnerships with CN Rail, Palantir Technologies and Fibreco Export to bolster operational intelligence and logistics support. The company estimates that it could go from nil to C$15 million in revenue as soon as 2026, with a plan in place to ramp up condensate production from an initial 500 to 10,000 barrels per day over subsequent years. PlasCred has already taken the first step in this direction, signing its first supply agreement with a global commodities company – fixed price of C$120 per barrel of condensate over five years – incentivizing ongoing engineering work towards its first production facility. Troy Lupul, PlasCred's president and chief executive officer, sat down with Lyndsay Malchuk to discuss the agreement. Watch the interview here. Sitting at a 90 per cent loss since inception in 2023, PlasCred stock (CSE:PLAS) has lost the thread when it comes to its underlying company's near-term cash flow and global appeal in a world drowning in plastic. Should revenue start to scale, look for a swift re-rating, as the company's potentially profound effects on the environment begin to take shape. Thanks for reading! I'll see you next week for a new edition of Stockhouse's Weekly Market Movers. Here's last week's article, in case you missed it. Join the discussion: Find out what everybody's saying about these micro-cap companies with billion-dollar aspirations on the Visionstate Corp. and PlasCred Circular Innovations Inc. Bullboards and check out Stockhouse's stock forums and message boards. This is sponsored content issued on behalf of Visionstate Corp. and PlasCred Circular Innovations Inc., please see full disclaimer here.
The Market Online
02-05-2025
- Business
- The Market Online
Three gold miners with asymmetric upside
If there's any time to invest in mining stocks, it's when target commodities are trading at all-time-highs, putting gold miners front-and-centre for anyone with an empty spot in their portfolio. The ideal candidate would offer exposure to established resources and/or reserves, a leadership team qualified to monetize them and a stock price indicating that the market has yet to acknowledge gold's long-term potential and the company's strong case for capitalizing on it. In the newest edition of Stockhouse's Weekly Market Movers, I'll introduce you to three gold miners that should be worth well more than they're trading for based on what their underlying companies look like today. First in our trio of gold miners is Ramp Metals, market capitalization C$51.55 million, which focuses its efforts on a new gold district in Saskatchewan. The company recently made a discovery of 73.55 grams per ton (g/t) of gold over 7.5 metres, including multiple gold zones, at its 32,715-hectare Rottenstone SW property. The discovery, about 42 kilometres southwest from the past-producing Rottenstone nickel, copper and platinum group elements mine, features three main targets, all of which are being tested in ongoing drilling backed by outctop samples, soil samples and numerous anomalies. With a hefty 47 per cent insider ownership, a management team composed of three geologists, and support from high-profile investors such as EarthLabs and Eric Sprott, Ramp is moving full-steam ahead with mineral delineation, looking to continue its consistent discovery track record since listing in March 2024. Investors have taken kindly to these discoveries, growing Ramp Metals stock (TSXV:RAMP) by 574.32 per cent since inception, with tens of thousands of hectares of prospective land still to be explored. Shares last traded at C$1.28. Cartier Resources Our second noteworthy gold miner, Cartier Resources, market capitalization C$38.28 million, is active in Val-d'Or, Quebec, where its flagship Cadillac project boasts resources estimated at 720,000 ounces indicated and 1,633,000 ounces inferred, representing over US$7.5 billion in gold in the ground. Cadillac's 2023 preliminary economic assessment details a post-tax net present value (NPV) (5 per cent) of C$388 million and annual production of 116,900 ounces over 9.7 years at a gold price of US$1,750 per ounce. The price at the time of writing on May 1st, for your reference, is a significantly larger US$3,222.64 per ounce. Cadillac yielded 10 new gold zones discovered during the 2024 drilling campaign, making management confident in delivering further resource growth in 2025. Cartier also offers investors exposure to three earlier-stage properties – Wilson, Fenton and Benoist – that contain 17 prospective gold zones between them backed by extensive past exploration. The portfolio's considerable upside is de-risked by a long-tenured leadership team with a diverse background in exploration, operations and financing, in addition to: A 27.2 per cent investment from major producer Agnico Eagle, a 2.9 per cent position by Caisse de dépôt et placement du Québec, as well as 4.8 per cent institutional ownership. C$11.2 million in cash as of April 2025. Continued geopolitical tension spurred on by US President Trump's headstrong, unpredictable approach to governance, fostering gold's role as a safe-haven asset. Down by 34.38 per cent since 2020 and flat since 2015, Cartier Resources stock (TSXV:ECR) allows you to own a piece of the gold miner's multi-million-ounce resource, as well as numerous exploration vectors to the upside, with no market recognition priced in. Shares last traded at C$0.10. Philippe Cloutier, Cartier Resources' director, president and chief executive officer, spoke with Stockhouse's Lyndsay Malchuk about a newly closed financing and upcoming drilling. Watch the interview here. Goldquest Mining Goldquest Mining, market capitalization C$168.62 million, is a gold miner active in the Dominican Republic, a country marked by political stability and long-term support of the mining industry. The company's flagship Romero project houses over 1.1 million gold equivalent ounces in reserves and over 2.5 million ounces indicated plus inferred, representing over US$11.5 billion worth of gold in the ground. Work is ongoing towards a bankable feasibility study in 2026, following an NPV US$202 million pre-feasibility study in 2016, with initial production expected by Q4 2027, guided by a management team with vast experience in the Dominican mining industry and as top executives under major miners like Barrick and Glencore. An ongoing, fully-funded 5,000-metre drilling program across the broader Tireo project, which includes Romero, will focus on five targets across a 50-kilometre trend, with 15 more (slide 15) remaining to be further proven out by the drill bit. Luis Santana, Goldquest Mining's CEO, joined Lyndsay Malchuk to chat about the program. Watch the interview here. Investors have been catching on to the long-term viability of the company's production runway and war chest of targets, bidding Goldquest stock (TSXV:GQC) up by 175 per cent year-over-year and by 266.67 per cent since 2020. Despite the multi-bagger return, there's likely ample room to run, contingent on strong gold prices, as data-driven exploration, further validation at Romero and eventual revenue generation continue to align the share price with the underlying multi-billion-dollar resource. Thanks for reading! I'll see you next week for a new edition of Stockhouse's Weekly Market Movers. Here's last week's article, in case you missed it. Join the discussion: Find out what everybody's saying about these gold miners with asymmetric upside on the Ramp Metals Inc., Cartier Resources Inc. and Goldquest Mining Corp. Bullboards and check out Stockhouse's stock forums and message boards. This is sponsored content issued on behalf of Ramp Metals Inc., Cartier Resources Inc. and Goldquest Mining Corp., please see full disclaimer here. (Top image: Adobe Stock)
