@NickCortellucci Avatar @NickCortellucci Nicholas Cortellucci, CFA

Nicholas Cortellucci, CFA posts on X about $ftgto, strong, $mpti, $drxto the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 32.04% countries 11.65% stocks 8.74% cryptocurrencies 3.88% travel destinations 0.97%

Social topic influence $ftgto #1, strong 10.68%, $mpti #1, $drxto 7.77%, sector 6.8%, canada 6.8%, $ffhto #10, $mdato 6.8%, $zdcv #1, $impto #1

Top accounts mentioned or mentioned by @atriumresearch @majgeoinvesting @kairospraxis @kyleadamsstocks @msmicrocaps @brownmarubozu @onecentinvest @tidefallcapital @vikingvan100 @atriumresearchs @naubzie @sebkrog @wealthmatica @harvardhomeboy @nikodankcannara @dynacorgold @stocksstones @hkuppy @thesiscap @santacruzsilver

Top assets mentioned Coda Octopus Group, Inc. Common stock (CODA) Legacy Education Inc. (LGCY) Velo (VELO) Innovative Solutions & Support (ISSC) Sezzle Inc. Common Stock (SEZL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Some thoughts on the growing defence sector and a list of small-caps which we believe are key beneficiaries 👇 $CGY.TO $OML.V $OPXS $MPTI $BOSC $ISSC $CODA Our team has published a thematic research note on small-caps that are positioned to benefit from the multi-year defence spending cycle. As Canada and its NATO allies prioritize military readiness this report explores how a surge in defence spending is creating outsized https://t.co/7Bx9mbUcYs Our team has published a thematic research note on small-caps that are positioned to benefit from the multi-year defence spending cycle. As Canada"
X Link 2025-07-21T17:43Z [----] followers, [----] engagements

"I have started to think that becoming much more diversified makes sense in this market given that there seems to be multi-bagger opportunities popping up everywhere. Not saying that the market is cheap. Getting more at-bats/shots-on-goal is a better strategy in the current regime as idea generation is becoming easier via fintwit. I will shoutout @Atrium_Researchs takeouts portfolio that is equally weighted across [--] top multi-bagger ideas and has largely beat the market. You dont need a 30% weighting in [--] high conviction name to do well"
X Link 2025-12-31T17:47Z [----] followers, [---] engagements

"$FFH.TO - Added Chugging along as expected. Q3 was solid across the board. Estimates for [----] are very conservative IMO. Got added to the TSX [--] which was a long-time coming. Still chronically under-owned institutionally. I need to get my hands on that book. @BrownMarubozu @VikingVan100 are the goats on this one. https://twitter.com/i/web/status/2006422178649223442 https://twitter.com/i/web/status/2006422178649223442"
X Link 2025-12-31T17:48Z [----] followers, [----] engagements

"@naubzie It never swings too much on earnings but over the coming week or so it will react $FFH.TO"
X Link 2026-02-12T03:54Z [----] followers, [---] engagements

"Q4 Portfolio Update [----] Performance: +27% $FFH.TO - 14% $TVK.TO - 14% $PPIH - 8% $PNG.V 7% $FTG.TO - 7% $LOVE.V - 7% $MDA.TO 6% $ZDC.V - 5% $CODA - 5% $CSU.TO 5% $MPTI - 5% $VST.CN - 5% $VLN.TO - 4% $TOI.V 4% $IMP.TO - 2% $DBO.TO - 1% Lets run it 👇 https://twitter.com/i/web/status/2006421756001587521 https://twitter.com/i/web/status/2006421756001587521"
X Link 2025-12-31T17:46Z [----] followers, 13.6K engagements

"$LGCY still going beastmode. Ripping AH"
X Link 2026-02-12T21:19Z [----] followers, [----] engagements

"Q3 Portfolio Update YTD Performance: +22% $FFH.TO - 15% $TVK.TO - 14% $MDA.TO 10% $PNG.V 9% $CSU.TO 7% $FTG.TO - 7% $MPTI - 6% $PPIH - 6% $CODA - 6% $VLN.TO - 5% $LOVE.V - 5% $TGH.V - 5% $ZDC.V - 5% $IMP.TO - 5% $VST.CN - 2% Thoughts on each below 💭 https://twitter.com/i/web/status/1973497548406137105 https://twitter.com/i/web/status/1973497548406137105"
X Link 2025-10-01T21:17Z [----] followers, 13.7K engagements

"$PNG.V Trimmed While I love everything about this company I have started to trim in recent weeks to put capital into some new ideas. Q2 was nothing special but mgmt maintained guidance. Solid $13M contract signed and that Anduril Australia contract could provide $200M in revenue. If this Anduril deal implies what everyone thinks it does PNG could be attractively priced again. Manufacturing capacity would need to ramp quickly as well"
X Link 2025-10-01T21:20Z [----] followers, [---] engagements

"Wrapping up day [--] with our key takeaways top ideas and a few names that we wished would have attended including $CODA $ISSC $TIKK $BUKS $KLNG $SIF Great session @majgeoinvesting @SebKrog Closing session - in [--] min (Oct [--] 12:50 PM ET) Maj Soueidan (@majgeoinvesting) Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog (@SebKrog) A roundtable on the biggest takeaways standout companies and follow-up ideas worth deeper research. https://t.co/hnMkYTckcp Closing session - in [--] min (Oct [--] 12:50 PM ET) Maj Soueidan (@majgeoinvesting) Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog"
X Link 2025-10-29T17:40Z [----] followers, [----] engagements

"Great overview below $ROMJ.V $ROMJF 1/ $ROMJ.V $ROMJF is quietly building a premium cannabis powerhouse in Canada. With 6% of the premium market award-winning brands and international test shipments underway the setup looks solid. But financials may get messy short-term as Cascadia ramps up. Here's what stands 1/ $ROMJ.V $ROMJF is quietly building a premium cannabis powerhouse in Canada. With 6% of the premium market award-winning brands and international test shipments underway the setup looks solid. But financials may get messy short-term as Cascadia ramps up. Here's what stands"
X Link 2025-11-27T14:23Z [----] followers, [----] engagements

"Are compounders back $TVK.TO and $FFH.TO ripping. $CSU.TO next"
X Link 2025-12-11T14:47Z [----] followers, [----] engagements

"$TGH.V Acquired Nice win here. Taken out at a 70% return from originally buying at $1.10 just [--] months earlier. Takeout premium was very low which was strange but I heard that this deal was in the works for a long time. Perfect type of company for my investment style simple company growing 20% annually trading for single digit multiples of EBITDA/earnings. @onecentinvest @KairosPraxis https://twitter.com/i/web/status/2006426301737910361 https://twitter.com/i/web/status/2006426301737910361"
X Link 2025-12-31T18:04Z [----] followers, [---] engagements

"@BrownMarubozu @KairosPraxis @wealthmatica Other stuff I may buy: $BDT.TO $LGCY $SEZL $CEGH Anything else I should have on my radar that fits with my style"
X Link 2025-12-31T18:05Z [----] followers, [----] engagements

"Building a position in this one $LGCY. Good thread below 👇 1/ $LGCY is one of the most asymmetric opportunities in the market yet everybody ignores it. It's an education company growing like a data center business. It has secular tailwinds and the valuation is attractive. Here is why $LGCY is a 3x opportunity: 🧵 https://t.co/MfxiVFrgWh 1/ $LGCY is one of the most asymmetric opportunities in the market yet everybody ignores it. It's an education company growing like a data center business. It has secular tailwinds and the valuation is attractive. Here is why $LGCY is a 3x opportunity: 🧵"
X Link 2026-02-01T21:48Z [----] followers, [----] engagements

"Great introduction to $LGCY below Does anyone have the bear case or pushbacks Seems like a pretty air tight thesis and cheap valuation. New microcap stock introduction: $LGCY Legacy Education. Profitable growth since the Sept [----] IPOand an acquisition catalyst could be next.👍 https://t.co/bLp0SEOhmc New microcap stock introduction: $LGCY Legacy Education. Profitable growth since the Sept [----] IPOand an acquisition catalyst could be next.👍 https://t.co/bLp0SEOhmc"
X Link 2026-02-07T01:41Z [----] followers, [----] engagements

"@onecentinvest Good numbers given the tough comp period. Q3 last year was their previous record quarter. Might sell off tomorrow but these numbers are solid will buy more $DBO.TO"
X Link 2026-02-10T22:30Z [----] followers, [----] engagements

"@TidefallCapital Yeah it ripped super fast when people caught wind of the SSS growth. They can probably grow at 20% with some of the best margins in the space. And you don't have to worry about Claude"
X Link 2026-02-11T04:19Z [----] followers, [--] engagements

"Notebook LLM is insane. Look at this summary of our thesis in $DWS.V"
X Link 2026-02-11T17:05Z [----] followers, [----] engagements

"🔍New Initiation Report🔎 Ecora is copper-focused royalty play transitioning from coal to critical minerals with diversified high-quality assets in top jurisdictions and strong growth expected through [----]. Stock is cheap in our view. $ECOR.TO $ECOR.L Our team has published an initiation report on Ecora Royalties PLC (LSE/TSX: ECOR OTCQX: ECRAF). Ecora is a leading royalty company focusing on critical minerals (predominantly copper). The Company has shifted its exposure from coal to base metals and the market has not fully https://t.co/fm3yGhyZ3E Our team has published an initiation report on"
X Link 2026-02-12T15:00Z [----] followers, [----] engagements

"@KyleAdamsStocks We dont even need acquisitions. Organic growth alone will make this stock a winner $LGCY"
X Link 2026-02-13T04:27Z [----] followers, [----] engagements

"Price drives narrative folks. $CSU.TO"
X Link 2026-01-22T19:30Z [----] followers, [----] engagements

"Anyone following $GRGD.TO Valuation seems fair vs. $ATZ.TO with Dynamite having stronger growth and margins. Perhaps pulling back on fears of CEO secondary offering"
X Link 2026-01-29T04:03Z [----] followers, [---] engagements

"$DRX.TO gaining momentum. Nice contract announcement Our team has published a research note on ADF Group inc. ADF announced $140M in new contracts across Quebec Ontario and the U.S. West Coast diversified amongst various industries including public transportation commercial industrial manufacturing and hydroelectricity. https://t.co/v9RsbcXuyd Our team has published a research note on ADF Group inc. ADF announced $140M in new contracts across Quebec Ontario and the U.S. West Coast diversified amongst various industries including public transportation commercial industrial manufacturing and"
X Link 2026-01-30T17:28Z [----] followers, [---] engagements

"@harvard_homeboy The tariffs created uncertainty for signing new contracts. Nobody knows what tariffs can get implemented or if CUSMA gets renegotiated. New contracts are a great sign. $DRX.TO"
X Link 2026-01-31T20:22Z [----] followers, [---] engagements

"Here is the current consensus for $MDA.TO. Street is looking for only 11% growth in [----] should be easily beatable. Same kind of thing happened with $HPS.A where analysts were looking for something silly like 5% growth. Then the stock rips when they more than doubled tha"
X Link 2026-02-05T03:56Z [----] followers, [---] engagements

"$BQE.V caps off another great year. Expecting continued growth and margin expansion in [----]. Quite inexpensive at 7x 2025E EBITDA. Our team has published a research note on BQE Water. BQE reported Q4 and [----] financial results representing another year of steady growth including 9% revenue growth and 20% EBITDA growth. $BQE.V 🔍 Read the full report below. https://t.co/L6zTD0liwF Our team has published a research note on BQE Water. BQE reported Q4 and [----] financial results representing another year of steady growth including 9% revenue growth and 20% EBITDA growth. $BQE.V 🔍 Read the full"
X Link 2025-04-25T14:28Z [----] followers, [----] engagements

"Some additional thoughts on $DRX.TO Direct competitor Canam Group was taken private for $875M in [----] by the Dutil Family and American Industrial Partners. Take a look at the last six years of EBITDA for Canam below. Highly volatile swinging from highs of $112M to lows of ($17M). At the average the takeout price implies 16x and even at the peak implies 8x. DRX trades at 3x"
X Link 2025-04-26T15:52Z [----] followers, [----] engagements

"$FISH.V not enough people are paying attention to this one. Orogen just sold for 1.8x NAV Sailfish has a superior asset in Nevada with lots of catalysts ahead. And you get paid a 4% div to wait. Our team has published a research note on Sailfish Royalty. FISH reported Q4 financials that missed our estimates however the focus should be shifted to the advancement of Spring Valley and valuation benchmark from the takeout of Orogen. $FISH.V 🔍 Read the full report below. https://t.co/b60Xk069Ie Our team has published a research note on Sailfish Royalty. FISH reported Q4 financials that missed our"
X Link 2025-04-27T15:15Z [----] followers, [----] engagements

"Another solid quarter from one of our favourite capital allocators. $ARG.TO Our team has published a research note on Amerigo Resources. ARG reported strong Q1 financials beating our estimates across the board. ARG returned $4.6M to shareholders during the quarter ($3.5M from dividends and $1.1M from buybacks). $ARG.TO 🔍 Read the full report below. https://t.co/YQGmXTtzWG Our team has published a research note on Amerigo Resources. ARG reported strong Q1 financials beating our estimates across the board. ARG returned $4.6M to shareholders during the quarter ($3.5M from dividends and $1.1M"
X Link 2025-05-07T17:21Z [----] followers, [----] engagements

"Atrium's first-ever client is continuing to execute. We initiated coverage on $OMG.V at $0.09/share making it nearly a [--] bagger to date. Our team has published a research note on Omai Gold Mines. OMG announced assay results from three drill holes and one hole extension highlights include [----] g/t Au over 9.3m (capped) and [----] g/t Au over 21.8m. $OMG.V 🔍 Read the full report below. https://t.co/3BlLqFmIu3 Our team has published a research note on Omai Gold Mines. OMG announced assay results from three drill holes and one hole extension highlights include [----] g/t Au over 9.3m (capped) and"
X Link 2025-05-12T19:31Z [----] followers, [----] engagements

"$DNG.TO has grown revenue and cashflow at a 10% CAGR for over a decade accelerating to 20% in [----] and beyond.stock trades at 3x 2025E EBITDA and offers a 3.4% yield. Great entry point after management won the proxy fight last month. Our team has published a research note on Dynacor Group. DNG announced Q1 financial results that were in line with our expectations on production and beat on financial metrics. $DNG.TO 🔍 Read the full report below. https://t.co/zxv4BhpA2i Our team has published a research note on Dynacor Group. DNG announced Q1 financial results that were in line with our"
X Link 2025-05-15T17:49Z [----] followers, [----] engagements

"$TVK.TO mgmt more than doubled the stock since the previous equity raise last year. Give them all the capital they need to keep buying assets accretively"
X Link 2025-05-15T23:06Z [----] followers, [----] engagements

"$ZDC.V going beastmode. Long runway $zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://t.co/XRAujOJNPD $zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://t.co/XRAujOJNPD"
X Link 2025-05-22T01:00Z [----] followers, [---] engagements

"On site today with @NikoDankCannara at the $LOVE.V Valleyfield facility. The scale of this place is truly insane Cannara is doing all the right things"
X Link 2025-05-27T20:27Z [----] followers, [----] engagements

"Excellent quarter from the $BQE.V team.surprised it is down today. Continues to be one of our top ideas. Our team has published a research note on BQE Water. BQEreported Q1 financials that largely beat our expected numbers due to strong performance from its technical services segment. $BQE.V 🔍 Read the full report below. https://t.co/hEFf2Aj0na Our team has published a research note on BQE Water. BQEreported Q1 financials that largely beat our expected numbers due to strong performance from its technical services segment. $BQE.V 🔍 Read the full report below. https://t.co/hEFf2Aj0na"
X Link 2025-05-30T18:38Z [----] followers, [----] engagements

"Had a great time representing @Atrium_Research in Quebec City this week at THE Mining Investment Event of the North. Lots of great stories still out there undiscovered. Atrium Research was a proud sponsor of THE Mining Investment Event of the North in Qubec City this week. It was an incredible experience connecting with leading mining companies investors and industry professionals as the sector continues to perform well. Thank you to https://t.co/tx11Imn21i Atrium Research was a proud sponsor of THE Mining Investment Event of the North in Qubec City this week. It was an incredible experience"
X Link 2025-06-06T16:46Z [----] followers, [----] engagements

"That drop in $DRX.TO at the open today just tells you that nobody reads MD&As anymore😭 Our team has published a research note on ADF Group. ADF reported Q1 financials which were in line with our expectations. Due to new information and clarity on the tariff situation management is expecting growth in H2. $DRX.TO 🔍 Read the full report below. https://t.co/1su7TT8vTI Our team has published a research note on ADF Group. ADF reported Q1 financials which were in line with our expectations. Due to new information and clarity on the tariff situation management is expecting growth in H2. $DRX.TO 🔍"
X Link 2025-06-10T17:49Z [----] followers, [----] engagements

"Building on our success with Latam producers with $SCZ.V up 211% and $APM.TO up 84%. We have launched coverage of Mineros SA $MSA.TO Our team has published an initiation report on Mineros SA. MSA is a precious metals producer with assets in Colombia and Nicaragua. MSA has posted steady production results over the last decade with strong cash flow growth. $MSA.TO 🔍 Read the full report below. https://t.co/BAfEBWrTJm Our team has published an initiation report on Mineros SA. MSA is a precious metals producer with assets in Colombia and Nicaragua. MSA has posted steady production results over"
X Link 2025-06-12T15:38Z [----] followers, [----] engagements

"Love $FTG.TO and am holding strong but how do we feel about valuation This is the first time the stock has been 10x since 2018"
X Link 2025-06-19T03:24Z [----] followers, [----] engagements

"This morning we initiated coverage on $VAPE a leading vape retailer with 50% market share in central Canada and excellent fundamentals. The Company recently acquired the retailer and the market has yet to take notice of the transformation. Our team has published an initiation report on CEA Industries. CEA recently acquired Fat Panda a leading vape retailer that has grown revenue at a 38% CAGR and Adj. EBITDA at a 71% CAGR over the last five years. The market has not yet digested this transformation with the https://t.co/UQl2sOSwFD Our team has published an initiation report on CEA Industries."
X Link 2025-06-25T18:34Z [----] followers, [----] engagements

"Q2 Portfolio Update YTD Performance: +23% 3-Year CAGR: 31% $TVK.TO 19% $FFH.TO 17% $MDA.TO 10% $PNG.V 8% $VLN.TO 7% $HPS.A 6% $CSU.TO 5% $FTG.TO 5% $TGH.V 5% $IMP.TO 4% $ZDC.V 4% $PPIH 3% $BDT.TO 3% $LOVE.V 3% Thoughts on each below 💭 https://twitter.com/i/web/status/1939865654951116887 https://twitter.com/i/web/status/1939865654951116887"
X Link 2025-07-01T01:56Z [----] followers, 28.9K engagements

"$FFH.TO Unchanged Compounding well as expected. ROE remains solid and stock is discounted to peers on all metrics. Again lots of smarter accounts on here writing about FFH @TidefallCapital @BrownMarubozu @VikingVan100"
X Link 2025-07-01T01:57Z [----] followers, [----] engagements

"$MDA.TO Added Seems to get caught up in some irrelevant headlines every few weeks I have been using those opportunities to accumulate more shares. Massive Q1 and encouraging new contract signings. Company has visibility for 3+ years of 20% growth and the valuation is not very demanding"
X Link 2025-07-01T01:58Z [----] followers, [----] engagements

"$FTG.TO New Position Been following for years but decided to pull the trigger after seeing the 43% backlog growth in Q1. Added more on the Canadian defense spending news. They should be able to ride on the coattails of Airbus and Boeing for years to come. High quality management team doing things conservatively"
X Link 2025-07-01T02:00Z [----] followers, [----] engagements

"$LOVE.V New Position Been following this for a while too but pulled the trigger after visiting their Valleyfield facility. I dont see myself as much of a contrarian but the cannabis sector is as contrarian as it gets. Sector is still growing well pricing seems to be levelling off and quality players are gaining market share. Nice to see them pay down a little debt and negotiate lower interest rates this week. Cannara is one of three legit companies in the space and at the moment my favourite"
X Link 2025-07-01T02:03Z [----] followers, [----] engagements

"$DNG.TO is still a bonafide compounder in our view. Management is executing on its aggressive growth plans and the market doesn't believe them. 3x EBITDA 20% FCF yield. Our team has published a management interview with Jean Martineau CEO of @DynacorGold. The interview covers a detailed discussion of DNG's acquisition of the Svetlana plant in Ecuador and management's growth plan moving forward. $DNG.TO 🎥 Watch the interview here: https://t.co/TvXyKfzvrO Our team has published a management interview with Jean Martineau CEO of @DynacorGold. The interview covers a detailed discussion of DNG's"
X Link 2025-07-10T18:15Z [----] followers, [----] engagements

"@Stocks_Stones Same thing for investor days. If a company never had one in the past but schedules one for the first time they must have good things to say. @hkuppy was tracking this and it had pretty great returns from what I remember"
X Link 2025-07-11T00:31Z [----] followers, 24.7K engagements

"I know everyone wants an updated takeouts report.there just hasn't been enough acquisitions to write about yet. In the meantime here are the top winners since they were added to the takeouts portfolio. $PNG.V $GRID.TO $NCI.V $TGH.V $GSI.V $KITS.TO $ZDC.V"
X Link 2025-07-11T16:37Z [----] followers, 10.7K engagements

"Spring Valley progressing much faster than expected. Given the M&A activity in the space I wouldn't be surprised if somebody scoops up the asset/royalty shortly. $FISH.V Our team has published a research note on Sailfish Royalty Corp. FISH announced that on July 15th the U.S. Bureau of Land Management (BLM) approved Solidus Resources LLC to construct and operate the Spring Valley Gold Mine located in Pershing County Nevada. $FISH.V 🔍 Read the https://t.co/Ed1F3cGH7R Our team has published a research note on Sailfish Royalty Corp. FISH announced that on July 15th the U.S. Bureau of Land"
X Link 2025-07-16T19:19Z [----] followers, [---] engagements

"$MDA.TO is on an absolute tear. Took long enough"
X Link 2025-07-18T18:37Z [----] followers, [----] engagements

"Big contract announcement from $DRX.TO. Increasing our target price. +30% today. Our team has published a research flash on ADF Group inc. ADF announced a five-year contract with a repeat customer for an energy infrastructure project in Qubec. The contract is for $35M to $40M in revenue annually with an option to extend for an additional five years which https://t.co/LNTpGCurpI Our team has published a research flash on ADF Group inc. ADF announced a five-year contract with a repeat customer for an energy infrastructure project in Qubec. The contract is for $35M to $40M in revenue annually"
X Link 2025-07-23T17:18Z [----] followers, [----] engagements

"@ThesisCap Check out our defence piece from last week lots of reasonably valued growth stories in there. https://x.com/Atrium_Research/status/1947292685066228023 Our team has published a thematic research note on small-caps that are positioned to benefit from the multi-year defence spending cycle. As Canada and its NATO allies prioritize military readiness this report explores how a surge in defence spending is creating outsized https://t.co/7Bx9mbUcYs https://x.com/Atrium_Research/status/1947292685066228023 Our team has published a thematic research note on small-caps that are positioned to"
X Link 2025-07-30T16:41Z [----] followers, [---] engagements

"Nice little update. $BQE.V $BTQNF Our team has published a research note on BQE Water. BQE announced that its contract at the Eagle Gold Mine has been extended to October [----] following the successful discharge of treated water at the mine. $BQE.V 🔍 Read the full report below 📰 Disclosure: Disseminated on https://t.co/IRr1irjAbc Our team has published a research note on BQE Water. BQE announced that its contract at the Eagle Gold Mine has been extended to October [----] following the successful discharge of treated water at the mine. $BQE.V 🔍 Read the full report below 📰 Disclosure:"
X Link 2025-07-31T21:22Z [----] followers, [----] engagements

"Sell-side continues to consolidate every year. This means less research coverage for well-deserving companies and a greater need for company sponsored research (CSR). Feel free to reach out if you are looking to replace your Cormark research coverage with something much more impactful. Albertas ATB Financial buys investment bank Cormark Securities https://t.co/XoTqcog8WT Albertas ATB Financial buys investment bank Cormark Securities https://t.co/XoTqcog8WT"
X Link 2025-08-11T16:16Z [----] followers, [----] engagements

"$TVK.TO I can't believe so many people care about CIBC's rating. The stock has been at/above analyst targets since it was $30. Alternatively something has leaked from the quarter tomorrow"
X Link 2025-08-13T16:54Z [----] followers, [----] engagements

"Fantastic interview. Unless something major changes soon CSR will be the norm 🚨 new episode 🚨 Banks dominate capital markets in Canada Legendary Bay Street banker David Kassie says that comes with a price: less money available for smaller companies and less innovation for Canada Watch NOW: https://t.co/cjj0YvK63B https://t.co/GTbX6BWhWX 🚨 new episode 🚨 Banks dominate capital markets in Canada Legendary Bay Street banker David Kassie says that comes with a price: less money available for smaller companies and less innovation for Canada Watch NOW: https://t.co/cjj0YvK63B"
X Link 2025-08-19T22:04Z [----] followers, [----] engagements

"@Atrium_Research @SantacruzSilver Major deleveraging happening here $SCZ.V"
X Link 2025-08-21T15:20Z [----] followers, [---] engagements

"Excited to initiate coverage on Global Education Communities $GEC.TO. GEC provides student housing and academic services across [--] locations in British Columbia. The Company has a strong development portfolio that will largely support long-term growth. Our team has published an initiation report on Global Education Communities Corp. GEC offers student-centric rental apartments recruitment services and language and business colleges for both domestic and international students.GEC has consistently demonstrated its ability to https://t.co/uaWM0IKKhw Our team has published an initiation report"
X Link 2025-08-25T17:14Z [----] followers, [----] engagements

"Solid growth from $SBIO.V. Set up for a big [----]. Our team has published a research note on Sabio Holdings. Sabio reported strong Q2/25 financial results including revenue of $11.2M (+25% YoY) compared to our estimate of $10.2M. This was driven by 8% growth from the ad-supported streaming segment and 88% growth from the mobile https://t.co/FvGHIZPwnx Our team has published a research note on Sabio Holdings. Sabio reported strong Q2/25 financial results including revenue of $11.2M (+25% YoY) compared to our estimate of $10.2M. This was driven by 8% growth from the ad-supported streaming"
X Link 2025-08-28T00:27Z [----] followers, [---] engagements

"Nice insider buy on $FTG.TO $FTGFF"
X Link 2025-08-29T17:58Z [----] followers, [----] engagements

"Another monster quarter from the technical services segment. Market only cares about operations services it looks like. $BQE.V Our team has published a research note on BQE Water. BQE reported Q2 financials that largely beat our expected numbers due to strong performance from the technical services segment. Management has good visibility on operations contracts and several large technical services https://t.co/v0cT2lxAoS Our team has published a research note on BQE Water. BQE reported Q2 financials that largely beat our expected numbers due to strong performance from the technical services"
X Link 2025-08-29T18:00Z [----] followers, [----] engagements

"$TGH.V these guys are killing it. OCF up nicely as well. Balance sheet is solid they can take on a lot more debt to do acquisitions"
X Link 2025-08-30T00:32Z [----] followers, [----] engagements

"Sorry for the all the emails today Lots of research going out. Suffering from success over here 😂"
X Link 2025-09-02T18:37Z [----] followers, [---] engagements

"Does anyone know anything about LSQ Fund Some of the craziest returns I've ever seen. 44% annualized over [--] years. Very mysterious"
X Link 2025-09-09T20:04Z [----] followers, [----] engagements

"$DRX.TO $ADFJF making efforts to diversify the business both geographically and into new industries (hydro and nuclear). Strong setup for H2 and beyond. Our team has published a research note on ADF Group Inc. ADF reported Q2 financials which missed our expectations due to continued tariff-led uncertainties. However there were various silver linings in the release including the backlog reaching $468M (+60% since Q4) the end https://t.co/bbVBmGpV7D Our team has published a research note on ADF Group Inc. ADF reported Q2 financials which missed our expectations due to continued tariff-led"
X Link 2025-09-11T17:10Z [----] followers, [----] engagements

"Nice little shoutout @Atrium_Research $DRX.TO Small caps to watch: ADF Group Transat Information Services and more https://t.co/4UO3H40f73 Small caps to watch: ADF Group Transat Information Services and more https://t.co/4UO3H40f73"
X Link 2025-09-13T03:05Z [----] followers, [----] engagements

"Buying more $PPIH and $CODA"
X Link 2025-09-15T19:21Z [----] followers, [----] engagements

"New interview with $ECOM.V which has performed a solid turnaround over the last couple quarters Our team has published a management interview with Ghassan Halazon Founder & CEO of EMERGE Commerce (TSXV: ECOM). The interview covers a detailed discussion on ECOM's business model growth plans and balance sheet. $ECOM.V 🎥 Watch the full interview below https://t.co/bI4hznl5jd Our team has published a management interview with Ghassan Halazon Founder & CEO of EMERGE Commerce (TSXV: ECOM). The interview covers a detailed discussion on ECOM's business model growth plans and balance sheet. $ECOM.V"
X Link 2025-09-18T17:42Z [----] followers, [----] engagements

"@KyleAdamsStocks Tooting my own horn a bit here but try to press them on doing some actual investor relations (or sponsored research) rather than throwing their hands up with the strategic review. If they can grow at 20% per year for the next few years then they absolutely shouldn't be exiting"
X Link 2025-09-19T01:39Z [----] followers, [---] engagements

"Had a blast yesterday at our event. Such a quality group of companies. Feel free to DM me if you want an invite to the next one $NCI.V $BLM.V $BRM.V $XLY.TO 🌟 Wine Cheese & Microcaps 🌟 We are thrilled to have hosted our first-ever diversified industries investor event yesterday in partnership with Panolia Investor Relations. The event brought together investors and industry leaders for an evening of valuable discussions and https://t.co/PbC1r0oU6I 🌟 Wine Cheese & Microcaps 🌟 We are thrilled to have hosted our first-ever diversified industries investor event yesterday in partnership with"
X Link 2025-09-19T18:31Z [----] followers, [----] engagements

"Finally caved.buying $VST.CN"
X Link 2025-09-23T16:16Z [----] followers, [----] engagements

"Re-initiating coverage on $OGO.V. Management have really turned things around and revenue growth is explosive. Check it out. Our team has published a research note on Organto Foods. Organto has completed a restructuring setting up the Company for an excellent [----] and beyond. Organto grew revenue 291% YoY in Q2 and 194% YoY in Q1 building upon the 48% revenue growth in [----]. $OGO.V 🔍 Read the full https://t.co/t3xUG3oVYA Our team has published a research note on Organto Foods. Organto has completed a restructuring setting up the Company for an excellent [----] and beyond. Organto grew revenue"
X Link 2025-09-30T15:46Z [----] followers, [----] engagements

"$FISH.V "We are pleased to announce that we have engaged National Bank Capital Markets as a Strategic Advisor". National was also the advisor to Orogen Royalties for its sale of the Silicon royalty. $OGN.V Our team has published a research note on Sailfish Royalty Corp. FISH announced that it has entered a binding term sheet with Mako Mining to acquire a five-year gold stream and a subsequent 2% NSR royalty on the permitted Mt. Hamilton Gold-Silver Project in Nevada. $FISH.V 🔍 https://t.co/xAg0p2htq8 Our team has published a research note on Sailfish Royalty Corp. FISH announced that it has"
X Link 2025-09-30T15:49Z [----] followers, [----] engagements

"Our team has published an initiation report on Regulus Resources Inc. REG is focused on the development of its AntaKori Cu-Au Project in northern Peru. The project hosts a sizeable resource of 2.6Blbs Cu and 2.3Moz Au (M&I) and 2.4Blbs Cu and 2.2Moz Au (Inferred). AntaKori forms https://t.co/Azgy93YxTF Our team has published an initiation report on Regulus Resources Inc. REG is focused on the development of its AntaKori Cu-Au Project in northern Peru. The project hosts a sizeable resource of 2.6Blbs Cu and 2.3Moz Au (M&I) and 2.4Blbs Cu and 2.2Moz Au (Inferred). AntaKori forms"
X Link 2025-10-01T15:03Z [----] followers, [---] engagements

"General Comments YTD returns stalled a bit from my last update as I put some new capital to work. Diversifying the portfolio a lot more here just given there are lots of good ideas out there. Overall pleased with the portfolio think these names still have runway despite markets at all-time highs"
X Link 2025-10-01T21:18Z [----] followers, [---] engagements

"$MDA.TO Added As mentioned prior I have been buying on the dips and continued to do so on the Echostar contract loss. Not their fault. Q2 was monster with 54% revenue growth and 57% EBITDA growth. Encouraging new signings following the lost contract. MDA still has potential to grow at 20% for multiple years ahead"
X Link 2025-10-01T21:20Z [----] followers, [---] engagements

"$CSU.TO Added Bought the dip. Sad to hear about Mark. If you have studied CSU over the years and their decentralized model there is much less key man risk than most people think. Mark Miller immediately buying $1M and the chairman buying $730K tell you everything you need to know"
X Link 2025-10-01T21:21Z [----] followers, [---] engagements

"$MPTI New Position You can probably see a theme here of increasing defence exposure. High quality name with consistent growth. Also a supplier to Anduril. Large cash balance and eyeing M&A opportunities. Decent Q2 with revenue up 13% backlog up 35% but lower margins. Signed a new contract two weeks ago (value undisclosed). @CapstackCapital is the man to follow for this name. https://twitter.com/i/web/status/1973498767547711861 https://twitter.com/i/web/status/1973498767547711861"
X Link 2025-10-01T21:22Z [----] followers, [---] engagements

"$PPIH Added Been adding consistently through the quarter before and after the hype. Q2 was disappointing with lower margins as the key point. Had some one-time costs for the CEO transition and Qatar factory ramp so we will see if margins come back next quarter. Revenue growth and backlog still grew nicely. Company announced a strategic review which is a mistake in my view. Recently announced $30M in contracts and a new approval from Saudi Aramco. @KyleAdamsStocks recently interviewed management and will be posting the takeaways"
X Link 2025-10-01T21:23Z [----] followers, [---] engagements

"$LOVE.V Added Monster Q2 with revenue up 40% and EBITDA up 173%. Sold some non-core assets and refinanced their debt. Everything going to plan but its going to always be an upward battle getting investors to look at cannabis stocks again. Still very cheap imo"
X Link 2025-10-01T21:24Z [----] followers, [---] engagements

"$VST.CN New Position Starting buying this one in recent weeks as the stock pulled back. Thesis is pretty simple VST is a cheap way to play $NURS.V which is rapidly growing and undervalued. Plus you get the royalty on VSHDOne and the rest of their portfolio for free. Recently launched NCIB and will conduct a webinar on its NAV which should help reduce the discount"
X Link 2025-10-01T21:26Z [----] followers, [----] engagements

"@DeepSailCapital Were going full meme stock $PNG.V"
X Link 2025-10-09T02:44Z [----] followers, [---] engagements

"$FTG.TO top pick from Jeff Tory at the Cantech Conference today"
X Link 2025-10-09T23:34Z [----] followers, 11.5K engagements

"Plus this insider buy $FTG.TO $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v"
X Link 2025-10-10T16:47Z [----] followers, [----] engagements

"We are initiating coverage of $ROMJ.V a leading player in premium cannabis in Canada. ROMJ is one of the few high quality names in the sector posting strong revenue growth and margins backed by an elite management team 🌿🥬 Our team has published an initiation report on Rubicon Organics. ROMJ is a Canadian leader in premium certified organic cannabis with a track record of revenue growth and profitability. We are expecting accelerating growth from ROMJ as its new Cascadia facility comes online https://t.co/JdlYRNNMki Our team has published an initiation report on Rubicon Organics. ROMJ is a"
X Link 2025-10-15T16:55Z [----] followers, [----] engagements

"@GavMcCracken @Atrium_Research @GavMcCracken is criminally underfollowed.one of the smartest guys in the sector imo"
X Link 2025-10-16T14:28Z [----] followers, [---] engagements

"Building on our research on the defense sector we are hosting a virtual conference alongside @majgeoinvesting @MSmicrocaps and @GeoInvesting highlighting quality small-caps with exposure to aerospace and defense. Link below. $AUUA.V $BLM.V $BOSC $CMI.V $FTG.TO $IEHC $IMP.TO $MPTI $VELO Our team has published a research package for the Starting 5: Defense Virtual Conference that we are co-hosting with Maj Soueidan from GeoInvesting LLC and MS Microcaps. The booklet includes a Company Spotlight report on all the presenting companies. 🔍 Read the report below https://t.co/jX4xJZ0rLV Our team has"
X Link 2025-10-16T15:58Z [----] followers, 14.9K engagements

"@MSmicrocaps @Atrium_Research @KyleAdamsStocks @LockStockBarrl @dgkunze1 @smcap_thinking @majgeoinvesting This is going to be epic"
X Link 2025-10-16T19:46Z [----] followers, [---] engagements

"And now the big dawg steps in for $75K $FTG.TO. I would have thought he already owns enough stock but at these prices. $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v"
X Link 2025-10-18T20:41Z [----] followers, [----] engagements

"Stocks pitched at Planet Microcap today $AUUA.V $FTG.TO $XLY.TO $DBO.TO $LIB.V $ZDC.V $DRT.TO $PRL.TO $HAI.TO $MDI.TO $GRID.TO $DB.V $IMP.TO $ECO.TO $KSI.TO $DNG.TO $CGEH $AFN.TO"
X Link 2025-10-21T23:21Z [----] followers, [----] engagements

"Planet MicroCap Toronto was fantastic Thank you @iancassel @BobbyKKraft for curating such a high-quality group of companies and investors Couple @Atrium_Research clients participated if anyone is looking for some research commentary: $BQE.V $ROMJ.V $SBIO.V"
X Link 2025-10-24T02:09Z [----] followers, [----] engagements

"Wow huge move on $HPS.A. I got out at around $125 having originally bought at $20. Why is it so hard to hold onto our winners 🫠"
X Link 2025-10-24T14:21Z [----] followers, [----] engagements

"Our friends at @MSmicrocaps have put together some great overviews of the defense stocks presenting at our virtual conference next week. Check them out below. Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V https://t.co/m0g8G1ur0t Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the"
X Link 2025-10-24T18:16Z [----] followers, [----] engagements

"We are live Scott MacFabe of Blumetric Environmental ( $BLMWF / $BLM.V) on revenue breakdown: between Water tech and Professional services [--] streams. Emphasizing a focus on recurring revenue streams and selective/accretive M&A. Q&A kicked off by @NickCortellucci of @Atrium_Research https://t.co/way7LUbkXs Scott MacFabe of Blumetric Environmental ( $BLMWF / $BLM.V) on revenue breakdown: between Water tech and Professional services [--] streams. Emphasizing a focus on recurring revenue streams and selective/accretive M&A. Q&A kicked off by @NickCortellucci of @Atrium_Research"
X Link 2025-10-27T16:47Z [----] followers, [---] engagements

"$MPTI one of my favourite names at our virtual conference On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar EW missile guidance and secure communications. Attendance holding strong at [--]. https://t.co/oScLp02iJq On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar EW missile guidance and secure"
X Link 2025-10-27T19:20Z [----] followers, [----] engagements

"We are live for day [--] $IEHC $BOSC $AUUA.V $HAI.TO $FTG.TO Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V https://t.co/m0g8G1ur0t Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V"
X Link 2025-10-28T14:26Z [----] followers, [----] engagements

"Day [--] of the virtual defense conference is now complete. $FTG.TO capping it off on a high $FTGFF $FTG.TO - U.S. Defense spend seems like it will take a nice step up in [----]. https://t.co/MsoEEx3W05 $FTGFF $FTG.TO - U.S. Defense spend seems like it will take a nice step up in [----]. https://t.co/MsoEEx3W05"
X Link 2025-10-28T17:38Z [----] followers, [----] engagements

"LAR could be a home-run deal. Diversifying into Canada in a growing sector while decreasing client concentration. Mgmt looking to double backlog over the next [--] months. Take a look at the deck on their website. $DRX.TO Our team has published a research note on ADF Group inc. ADF provided an update and hosted a conference call to discuss the acquisition of Groupe LAR.ADF plans to double LARs backlog by January [----] benefitting from hydroelectricity dam renovation and construction projects https://t.co/vjsFlWDCBv Our team has published a research note on ADF Group inc. ADF provided an update"
X Link 2025-10-29T17:44Z [----] followers, [----] engagements

"$ARG.TO Our team has published a research note on Amerigo Resources (TSX:ARG) (OTCQX:ARREF). ARG reported its Q3 financials which slightly missed our estimates but the focal point was managements capital allocation efforts. ARG paid off all of its remaining debt subsequent to the https://t.co/JnYl8QSYBq Our team has published a research note on Amerigo Resources (TSX:ARG) (OTCQX:ARREF). ARG reported its Q3 financials which slightly missed our estimates but the focal point was managements capital allocation efforts. ARG paid off all of its remaining debt subsequent to the"
X Link 2025-10-29T18:33Z [----] followers, [----] engagements

"Atrium is [--] years old 👶 Thank you to everyone who has supported us over the years. Stay tuned for the next [--] years and let's see what we can achieve 🥂 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with thousands of investors it's been an exciting journey and were just getting started. Thank you to our clients subscribers https://t.co/qqlppC2M6M 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with"
X Link 2025-11-07T17:59Z [----] followers, [----] engagements

"@jeremie0117 @AurelionRsch Too easy. $MPTI. Beast company"
X Link 2025-11-12T20:27Z [----] followers, [---] engagements

"$ZDC.V still killing it. Above consensus. Par for the course now lmao"
X Link 2025-11-13T01:17Z [----] followers, [----] engagements

"@Atrium_Research Amerigo & chill $ARG.TO $ARREF"
X Link 2025-12-10T19:08Z [----] followers, [---] engagements

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