eR Reports

At the PDAC Convention 2024, Rio Tinto CEO Jakob Stausholm outlined the Company’s strategic response to global economic and geopolitical challenges, emphasizing decarbonization, innovation, and sustainable mining practices. Stausholm highlighted the importance of metals in the renewable energy transition and detailed Rio Tinto’s commitment to safety, environmental stewardship, and stakeholder engagement. The Company’s multifaceted strategy includes diversifying supply chains, investing in technological advancements, and fostering collaborative relationships to ensure resilience and growth amidst uncertainties. Rio Tinto‘s proactive approach positions it as a leader in sustainable mining, ready to meet the increasing demand for critical minerals. [more]

We have written a 12-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 report highlights how STG Partners’ acquisition of MediaValet Inc. for $79 million showcases a favorable valuation trend for Canadian SaaS and DAM sectors. DCM’s valuation could benefit as it enhances its SaaS offerings and focuses on a Print-to-Digital transition. The Company has also successfully completed a series of sale and leaseback transactions, raising $37.8 million, and aiding in debt reduction. DCM’s recognition in the 2024 OTCQX Best 50 underscores its market performance and strategic positioning. We are maintaining our price target and recommendation. [more]

We have written an 18-page Industry Report on “Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream – A Focus on the Copper Projects in the Quesnel Trough”. The report highlights the critical role of copper in advancing a de-carbonized economy and its pivotal role across various industries, including electronics, construction, and renewable energy. Highlighting the dynamics of global copper supply and demand, it explores the challenges and opportunities within the market, driven by technological advancements and the green energy transition. The report features a detailed analysis of British Columbia’s Quesnel Terrane, a major copper-producing region, and summaries of mining & exploration companies in that region. The report also offers a forward-looking perspective on copper’s contribution to the global economy and sustainable practices shaping its future. [more]

Discover the untapped potential of Canada’s North at the PDAC 2024 conference, where mining companies showcase their contributions to the global economy and green energy transition. This region, rich in critical minerals like cobalt, lithium, and gold, faces unique challenges, from environmental impacts to logistical hurdles. PDAC highlights the importance of sustainable development, Indigenous partnerships, and innovative solutions to these challenges. Join industry leaders, government officials, and Indigenous communities in discussions that shape the future of mining in the Arctic, ensuring responsible resource development and environmental stewardship. We highlight 11 companies currently operating or exploration in Canada’s North that you can meet this year at PDAC 2024. [more]

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]

In this short video, Chris Thompson of eResearch discusses the manganese market, highlighting its essential use in steel production and the burgeoning demand from the EV battery sector. The report categorizes 23 manganese-focused companies from explorers to producers and spotlights Elcora Advanced Materials’ (TSXV: ERA) mining projects in Morocco. We explore how this critical metal is set to face supply challenges amidst soaring demand. Learn why manganese companies are attracting investment interest and how companies like Elcora are strategically positioning themselves in this rapidly evolving market. Download our full 31-page report to uncover the dynamic future of manganese. [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]