Analyst Articles

Palo Alto Earnings Surprise to the Upside and Guide for Revenue Growth in F2024

Palo Alto Networks (NASDAQ: PANW), a leading figure in the cybersecurity industry, recently released its financial results for both the fiscal fourth quarter of 2023 and the fiscal 2023 year, ending July 31, 2023. In the fiscal fourth quarter, revenue hit $1.953 billion, marking a 26% increase compared to same quarter in the previous year, and EPS was $1.44, beating the consensus estimate of $1.29. [more]

DCM - 2023-Q2 Update Report
Analyst Articles

NEW UPDATE REPORT – DCM Acquisition Provides 75% Revenue Jump & Cash Flow Growth as Merger Synergies Drop to the Bottom Line

We have written a 14-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 Q2/2023 financials and the recent acquisition of Moore Canada Corp. and a full summary of our valuation methodology. We maintain the Target Price of $6.90. [more]

NEW UPDATE REPORT - Canadian North Resources - Ongoing Drilling Continues to Expand & De-risk Advanced-Stage Canadian PGM & Base Metal Resource
Analyst Articles

NEW UPDATE REPORT – Canadian North Resources – Ongoing Drilling Continues to Expand & De-risk Advanced-Stage Canadian PGM & Base Metal Resource

We have written a 43-page Update Report on Canadian North Resources Inc. (TSXV: CNRI | OTCQX: CNRSF | FSE: EO0), a Canadian-based mineral exploration and development company that explores for minerals in Nunavut, Canada. Since the Initiation Report that was released last year, CNRI has completed additional exploration and drilling at the 100%-owned Ferguson Lake Project, identified five new near-surface targets for Ni, Cu, Co, Pd, and Pt mineralization in the exploration claims surrounding the mining leases, announced the discovery of granitic pegmatites that potentially contain lithium-bearing minerals, and raised additional capital. This Update Report provides a summary of activities since the Initiation Report as the Company continues to drill to build on the existing mineral resource and de-risk the project. We increased the Target Price to $5.25 from $5.00. [more]

2023-06-14 DCM - Update Report
Analyst Articles

NEW UPDATE REPORT – DCM and MCC Merger Closes and Leaps Forward with $26.1M Financing & $23.1M Facility Sale

We have written an 18-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 Q4/2022 and Q1/2023 financials, the acquisition of Moore Canada Corp. (MCC), and a full summary of our valuation methodology. We increased the Target Price to $6.90 from $4.50. [more]

Vanadium Inustry Report
Analyst Articles

Vanadium: Powering the Renewable Energy Revolution – Update Report

We have updated our 18-page Industry Report on “Vanadium: Powering the Renewable Energy Revolution; Your Guide to Understanding and Investing in Vanadium Companies”. The report covers various aspects of the Vanadium industry including Supply, Demand, Pricing, Uses for Vanadium, and includes a list of Vanadium mining companies, as well as highlights Currie Rose Resources (TSXV:CUI), an advanced, resource-stage company, with a vanadium project in Australia. [more]

PDAC 2023: Sinead Kaufman of Rio Tinto’s Keynote Speech on Mining for the Future
Analyst Articles

PDAC 2023: Sinead Kaufman of Rio Tinto’s Keynote Speech on Mining for the Future

Sinead Kaufman of Rio Tinto discussed the company’s commitment to sustainability and decarbonization. She emphasizes the importance of supporting a better social license to operate and highlights the need for a sustainable approach to growth. Kaufman believes that the integration of the supply chain is critical in achieving decarbonization, not only within Rio Tinto’s operations but also for its customers and partners. [more]