Analyst Articles

The PDAC 2024 Convention in Toronto showcases a lineup of keynote speakers, each offering unique insights into the mineral exploration and mining industries. Jakob Stausholm of Rio Tinto will discuss the pivotal role of metals in the renewable energy transition. Michael Stanley from The World Bank will explore the potential of the Global South in reshaping mineral supply chains. Denise Johnson of Caterpillar will address the transformative impact of technology on mining. Lastly, Wojtek Wodzicki from Lundin Group‘s Vicuña Exploration Team will share their ground-breaking discovery story. These sessions promise to enlighten and inspire, highlighting innovative approaches and challenges in the industry. [more]

On January 24, 2024, MediaValet (TSX:MVP), a provider in Digital Asset Management (DAM) solutions, announced its acquisition by STG Partners, highlighting the increasing importance of DAM and SaaS models in the tech industry. This transaction, valued at $79 million, signifies a premium valuation for MediaValet and suggests a positive outlook for similar Canadian SaaS and DAM firms. The acquisition reflects the strategic interest in companies that offer scalable, cloud-native software solutions, underscoring the growing demand for efficient digital asset management in a content-driven business landscape. [more]

We have written a 31-page Industry Report on “Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increase – Your Guide to Understanding and Investing in Manganese Companies”. This comprehensive report delves into the burgeoning manganese market, spotlighting its critical role in steel production and the rapidly growing electric vehicle (EV) battery sector. With nearly 90% of global manganese used in steelmaking and a surge in demand from the EV industry, a potential supply deficit looms as early as 2024. The report examines key drivers of demand, including infrastructure projects and green economy commitments, alongside major manganese mines and producers. The report spotlights Elcora Advanced Materials (TSXV: ERA) with high-grade manganese projects in Morocco. [more]

We have written a 32-page Industry Report on “Ionic Adsorption Clay Deposits Potential to Supply REE for the EV Industry”. Discover the critical role of Ionic Adsorption Clay (IAC) deposits in supplying Rare Earth Elements (REE) for the burgeoning Electric Vehicle (EV) industry. This report delves into how IAC deposits, particularly in Brazil, are pivotal in addressing the global REE demand. With the EV sector’s rapid growth and the urgent need for sustainable, low-carbon technologies, understanding the significance of these deposits becomes essential. The report highlights key companies and projects spearheading this initiative, showcasing Brazil’s emerging prominence in the REE market and its contribution to a greener future. [more]

Ark Invest forecasts AI software revenue to reach $14 trillion by 2030, potentially surpassing Nvidia‘s valuation elevenfold. Aligning with this, Ark has focused on AI software stocks, notably The Trade Desk and UiPath. TTD‘s ad tech platform and independent stance set it apart in the market, while UiPath‘s integration of RPA and AI offers significant operational efficiencies. Both companies show promising growth trajectories, with TTD potentially outpacing the ad tech industry’s 14% annual growth and UiPath poised for accelerated growth with its AI-centric approach. [more]

Palantir (NYSE: PLTR) is not just a key player in government intelligence and data integration, it’s a burgeoning force in the private sector, with a 23% growth outpacing its government revenue growth. Its Q3/2023 earnings reflect a 210% YTD stock price increase, ranking it among the top Artificial Intelligence (AI) stocks. With the launch of its AI Platform and other innovative products, Palantir is rapidly expanding its customer base and commercial footprint. Analysts see a large TAM, predicting significant revenue growth and a potential stock upside, as Palantir leverages AI to redefine its industry. [more]

We have written a 15-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s Q3/2022 financials and an update on integration activities and synergies after merging with Moore Canada Corporation. [more]

AMD’s MI300 series, blending CPU, GPU, and memory, is poised to challenge Nvidia’s dominance in the AI accelerator market. AMD’s MI300 series of accelerators, introduces two distinct models to cater to diverse market needs and specifically targeting the AI and large language model (LLM) market. [more]