Ben Pirie

Deep dives on metals and mining stocks
Co-Founder of @Atrium_Research • Mining Analyst ⛏️

[Atrium Research @Atrium_Research]

🥳 Growing Our Research Team! 🥳

We’re pleased to welcome Shikhar Sarpal to Atrium Research as our new Equity Research Analyst covering metals & mining.

With over eight years of equity research experience and a strong background in mining engineering, Shikhar brings valuable expertise to the team.

We look forward to having Shikhar on board and the insights he'll bring to the team! 👏

[Ronnie Stoeferle @RonStoeferle]

1/
Some loose thoughts on the current macro setup and what it means for #gold 🧵

Gold is under real pressure. Silver and the miners are underperforming and show no signs of strength yet.

My take: we’ll see a capitulation low over the next few days.

[Ben Pirie @Ben_Pirie1]

It seems my tweet turned the market around.

[Ben Pirie @Ben_Pirie1]

Gold just dipped below $4000 but bounced quickly.

I’m not much of a believer or care much for the chart analytics so let’s see how the rest of the day plays out. Not a buyer anymore until I see a bigger drop or turnaround.

[Ben Pirie @Ben_Pirie1]

Off to a good start 🥴🥴

[Ben Pirie @Ben_Pirie1]

Fun day in the mining market today. Added to a few names, but it can get worse. We will see what tomorrow brings.

[Ben Pirie @Ben_Pirie1]

@jokerplanethaha You’re daddy isn’t scared.

[Ben Pirie @Ben_Pirie1]

Fun day in the mining market today. Added to a few names, but it can get worse. We will see what tomorrow brings.

[Ben Pirie @Ben_Pirie1]

Some good news from @MoonRiverMoly. Might be on of the only companies in the industry up today

[Atrium Research @Atrium_Research]

Our team has published a research note on @MoonRiverMoly. Moon River published an updated PEA on the Davidson Project improving project economics materially with a large increase in tungsten production vs. the previous PEA. $MOO.V

🔍 Read the full report below!

📰 Disclosure: Disseminated on Behalf of Moon River Moly

[Justin Millette @jmillette77]

Rio2 under $3 is a bargain.
$RIO.TO $RIOFF

[Ben Pirie @Ben_Pirie1]

@KairosPraxis @NickCortellucci The only thing @NickCortellucci pumps, is iron.

[Ben Pirie @Ben_Pirie1]

Good catch up with @Copper_Fox2023

If you want exposure to copper in a junior developer that is significantly de-risked through the ownership of five assets (all of which continue to be advanced), this is a good one to check out.

[Atrium Research @Atrium_Research]

Our team has published an interview with CEO & President Elmer Stewart of @Copper_Fox2023. The interview covers an overview of the Company, its five assets, and the upcoming catalysts. $CUU.V

🎥 Watch the full interview below!

📰 Disclosure: Disseminated on Behalf of Copper Fox Metals

[Nicholas Cortellucci, CFA @NickCortellucci]

Thank you for 2,000 followers!

Appreciate everyone who has liked, shared, and joined the conversation. I’m grateful for every single one of you, and I’m excited for what’s ahead.

While you’re here, go give my business partner @Ben_Pirie1 a follow too. 🥂🎉

[Atrium Research @Atrium_Research]

Our team has published an initiation report on @ThistleResource. Thistle holds a portfolio of 5 precious metal and critical mineral projects focused within the world-class Bathurst Mining Camp. At its flagship Middle River Gold Project, a ~3,000m drill program is underway targeting >2Moz Au, while most of the ~7km trend is untested. $TRCG.V

🔍 Read the full report below!

📰 Disclosure: Disseminated on Behalf of Thistle Resources

[Ben Pirie @Ben_Pirie1]

RT @Atrium_Research: Our track record speaks for itself.

Atrium Research is ranked #2 on Yellowbrick, with 198 pitches tracked since March…

[Atrium Research @Atrium_Research]

Our team has published a thematic research report on infrastructure. North American infrastructure is aging and underfunded while the underlying demand accelerates. AI, data centres, and electrification are driving the fastest growth in power needs in decades, straining a grid and asset base that is already past its prime.

🔍 Read the full report below!

📰 Disclosure: Disseminated on Behalf of the Covered Companies Mentioned

[Atrium Research @Atrium_Research]

With prices up more than 50% YTD, $MOO.V offers significant exposure to molybdenum prices, while $ARG.TO could benefit from stronger molybdenum prices through its by-product credits from copper production in Chile.

Tightening supply puts the molybdenum market firmly on the radar.

[Robert Friedland @robert_ivanhoe]

If you think the price of gallium is high, the European price of germanium is about 4 times higher at ~$8,000,000 per tonne. They’re in a panic…

[Ben Pirie @Ben_Pirie1]

@TheBigBerbowski @tonileuften Pain?

[Nicholas Cortellucci, CFA @NickCortellucci]

Initiating coverage on $GPIN.CN, which is developing a platform for waste reduction, circular materials, and sustainable manufacturing solutions.

Its main asset, Waste2Wear, grew sales 109% YoY in H1. Not focused on profitability yet as the platform is being built out. Check it out.

[Ben Pirie @Ben_Pirie1]

Good chat with @A2GoldCorp results finally starting to flow!

[Atrium Research @Atrium_Research]

Our team sat down with Peter Gianulis the CEO of @A2GoldCorp, to discuss the latest results and path forward.

The conversation covers a high-level overview of the company, its core assets, the ongoing drill programs, and the upcoming catalysts. $AUAU.V

🎥 Watch the full interview below!

📰 Disclosure: Disseminated on Behalf of A2Gold