eResearch has published a 30-page Industry Report on copper mining in BC’s Quesnel Trough, analyzing 26 companies ranging from senior producers to early-stage explorers. The report highlights copper’s growing strategic importance as a critical mineral in Canada and the US, driven by AI datacenter infrastructure, EV adoption, and power grid modernization. With the IEA forecasting a 30% supply deficit by 2035, BC’s Quesnel Trough, host to major mines including Highland Valley Copper, Copper Mountain, and Mount Milligan, is positioned as a key supplier to North America’s domestic copper supply chain. [more]
We have written a 20-page Update Report on DATA Communications Management (DCM) after it released its Q3/2025 financials. DCM reported Q3/2025 revenue of $105.4 million, down 3.1% year-over-year, reflecting softer enterprise spending and Canada Post labour disruptions. Despite revenue pressure, operating discipline supported stable profitability, with Adjusted EBITDA of $12.3 million and a 15% reduction in SG&A expenses. Management highlighted growing traction in AI-enabled platforms, including contentcloud.ai and CCM360, with a solid pipeline into 2026. Net Debt was $80.6 million, with over $40 million in liquidity. We maintain our Buy rating but lower our one-year target price to $4.00 from $6.55. [more]
We have published an Update Report on Turnium Technology Group (TSXV: TTGI | FSE: E48), a Vancouver-based Technology-as-a-Service (TaaS) provider. FQ2/2026 delivered revenue of $6.44M, in line with estimates, marking the first full quarter consolidating TNSI, Claratti, and Insentra. Management reaffirmed revenue guidance of $28M–$32M for the 12 months from March 1, 2026. Post-quarter, Insentra secured two six-figure U.S. enterprise engagements, validating its channel-led growth model. A cost optimization program targeting $1.2M–$2.4M in annualized SG&A reductions has been initiated. We maintain a Speculative Buy rating and increase the 12-month target price to $0.35 per share. [more]
The 2026 Tech IPO Watchlist outlines a growing pipeline of private technology companies preparing to test public markets after several years of limited issuance. With investor focus shifting toward cash flow, disciplined growth, and credible AI-driven business models, the upcoming IPO cycle reflects a more selective environment than prior market peaks. Companies across AI, fintech, enterprise software, and consumer platforms are assessing timing as market conditions stabilize. For investors, the watchlist underscores the importance of valuation discipline, understanding private-market dynamics, and distinguishing between mature brands and businesses with remaining growth potential. [more]
