#  @NickCortellucci Nicholas Cortellucci, CFA Nicholas Cortellucci, CFA posts on X about note, growth, $ftgto, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::556356500/interactions)  - [--] Week [------] +452% - [--] Month [------] -51% - [--] Months [-------] +221% ### Mentions: [--] [#](/creator/twitter::556356500/posts_active)  - [--] Months [--] +290% ### Followers: [-----] [#](/creator/twitter::556356500/followers)  - [--] Week [-----] +2% - [--] Month [-----] +3.30% - [--] Months [-----] +63% ### CreatorRank: [---------] [#](/creator/twitter::556356500/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) **Social topic influence** [note](/topic/note), [growth](/topic/growth), [$ftgto](/topic/$ftgto) #2, [strong](/topic/strong), [$mpti](/topic/$mpti) #2, [$impto](/topic/$impto) #1, [$drxto](/topic/$drxto), [in the](/topic/in-the), [company](/topic/company), [$zdcv](/topic/$zdcv) #1 **Top accounts mentioned or mentioned by** [@atriumresearch](/creator/undefined) [@majgeoinvesting](/creator/undefined) [@kairospraxis](/creator/undefined) [@msmicrocaps](/creator/undefined) [@brownmarubozu](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@tidefallcapital](/creator/undefined) [@simeonresearch](/creator/undefined) [@jeremie0117](/creator/undefined) [@stocksstones](/creator/undefined) [@capstackcapital](/creator/undefined) [@blackscholesman](/creator/undefined) [@aurelionrsch](/creator/undefined) [@vikingvan100](/creator/undefined) [@irrationalmrkts](/creator/undefined) [@deepsailcapital](/creator/undefined) [@cj0pp3l](/creator/undefined) [@wealthmatica](/creator/undefined) [@geoinvesting](/creator/undefined) [@onecentinvest](/creator/undefined) **Top assets mentioned** [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Velo (VELO)](/topic/$velo) [Legacy Education Inc. (LGCY)](/topic/$lgcy) [Innovative Solutions & Support (ISSC)](/topic/$issc) ### Top Social Posts Top posts by engagements in the last [--] hours "High-quality assets a trustworthy management team and a 9% dividend yield. 📢 Check out this company spotlight report we just put out on Source Rock Royalties $SRR.V Our team has published a company spotlight on Source Rock Royalties. Source Rock is an oil and gas royalty company with interests in lands across Saskatchewan and Alberta. SRR has a track record of growth and offers a 9% dividend yield. $SRR.V 🔍 Read the full report below. https://t.co/CfQcViPOjP Our team has published a company spotlight on Source Rock Royalties. Source Rock is an oil and gas royalty company with interests in" [X Link](https://x.com/NickCortellucci/status/1917958313393693088) 2025-05-01T15:04Z [---] followers, [---] engagements "@TidefallCapital Remember the days when $FFH.TO was well under BV. Still great value here" [X Link](https://x.com/NickCortellucci/status/1926081930975445095) 2025-05-24T01:04Z [---] followers, [---] engagements "Never understood why $HPS.A was never appreciated by the fintwit crowd. Thesis is very simple and largely unchanged from [--] years ago when the stock was $15. Growth has obviously slowed with scale but there is visibility for 7-10% organic growth for 5+ years" [X Link](https://x.com/NickCortellucci/status/1926084519557317120) 2025-05-24T01:15Z [---] 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. $DRX.TO 🔍" [X Link](https://x.com/anyuser/status/1932495430035689866) 2025-06-10T17:49Z [----] followers, [----] engagements "@lancefinlinson @lilinvestor No I dont think there will be a press release on this one. Thanks helping share it around" [X Link](https://x.com/NickCortellucci/status/1937946338957852803) 2025-06-25T18:49Z [---] followers, [--] engagements "$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](https://x.com/anyuser/status/1939866014470312147) 2025-07-01T01:57Z [----] followers, [----] engagements "$CSU.TO Unchanged Not much to say here. We all own it because we have to" [X Link](https://x.com/NickCortellucci/status/1939866530402975965) 2025-07-01T01:59Z [---] followers, [---] engagements "$IMP.TO New Position Started buying after seeing the [----] guidance for 80% revenue growth and EBITDA more than doubling. Most of this is due to the Indonesia contract which presents some risk but also opportunity to prove this out for other countries. Q1 was not very good losing money on a net income basis but they maintained guidance. Auditor change was also not a good look. Started taking some gains on this" [X Link](https://x.com/NickCortellucci/status/1939867048886317117) 2025-07-01T02:02Z [---] followers, [---] engagements "$ZDC.V Unchanged Posted the best quarter out of all my holdings with 87% revenue growth and 116% EBITDA growth. Management executing very well on manufacturing and expansion. I cant bring myself to buy any more because of valuation but I am here for the ride" [X Link](https://x.com/NickCortellucci/status/1939867110257144216) 2025-07-01T02:02Z [---] followers, [----] engagements "@KairosPraxis You just went 3/3" [X Link](https://x.com/NickCortellucci/status/1942746410601832859) 2025-07-09T00:43Z [---] followers, [---] engagements "@AnnieClaud53363 $VLN.TO Solid quarter. Balance sheet is clean. Things will look even better after that restructuring expense goes away. Somebody has to buy them out" [X Link](https://x.com/NickCortellucci/status/1943465779145453701) 2025-07-11T00:22Z [---] followers, [--] 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](https://x.com/anyuser/status/1943711317593845804) 2025-07-11T16:37Z [----] followers, 10.7K engagements "@Stocks_Stones Only [--] of those companies were acquired. Stay public and compound" [X Link](https://x.com/NickCortellucci/status/1943717868543037816) 2025-07-11T17:03Z [---] followers, [---] engagements "@BrokenClockCap @Atrium_Research We love $MDA.TO and own a large position personally. It is not a small-cap anymore so that is why we did not include it" [X Link](https://x.com/NickCortellucci/status/1947758575226397079) 2025-07-22T20:40Z [---] followers, [--] engagements "@no_cap_cap Basically a rounding error lol" [X Link](https://x.com/NickCortellucci/status/1952933037307494771) 2025-08-06T03:21Z [---] followers, [---] engagements "$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](https://x.com/anyuser/status/1955674246534910264) 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](https://x.com/anyuser/status/1957926793618354186) 2025-08-19T22:04Z [----] followers, [----] engagements "@GavMcCracken Thank you Still holdings strong. $MDA.TO This was a good writeup I saw recently: https://www.linkedin.com/posts/activity-7364649402851913728-jZbNutm_source=share&utm_medium=member_desktop&rcm=ACoAAB8wHJ4BYbxj7-USNW61n9vbbkdJDAcm5Tw https://www.linkedin.com/posts/activity-7364649402851913728-jZbNutm_source=share&utm_medium=member_desktop&rcm=ACoAAB8wHJ4BYbxj7-USNW61n9vbbkdJDAcm5Tw" [X Link](https://x.com/NickCortellucci/status/1961103493369921998) 2025-08-28T16:28Z [---] followers, [--] engagements "$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](https://x.com/anyuser/status/1961587732792176947) 2025-08-30T00:32Z [----] followers, [----] engagements "$DRX.TO acquisition looks pretty good. We will learn more upon closing and on their Q2 earnings call Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read https://t.co/kYUqMtLC3D Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors" [X Link](https://x.com/anyuser/status/1963030729840820637) 2025-09-03T00:06Z [----] followers, [----] engagements "$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. $FISH.V 🔍 https://t.co/xAg0p2htq8 Our team has published a research note on Sailfish Royalty Corp. FISH announced that it has" [X Link](https://x.com/anyuser/status/1973052628780093440) 2025-09-30T15:49Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1973498155271442503) 2025-10-01T21:20Z [----] followers, [---] 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 $200M in revenue. If this Anduril deal implies what everyone thinks it does PNG could be attractively priced again. Manufacturing capacity would need to ramp quickly as well" [X Link](https://x.com/anyuser/status/1973498322171138183) 2025-10-01T21:20Z [----] followers, [---] engagements "$FTG.TO Added Awesome company delivering consistently. 26% revenue growth in Q2 with EBITDA margins expanding. Got a new certification with Airbus. Key beneficiary of defence spending and aerospace deliveries. Very under-owned institutionally and valuation is still cheap imo. Q3 coming out October 8th" [X Link](https://x.com/NickCortellucci/status/1973498620549738950) 2025-10-01T21:21Z [----] 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](https://x.com/anyuser/status/1978505120108126421) 2025-10-15T16:55Z [----] 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](https://x.com/anyuser/status/1939865654951116887) 2025-07-01T01:56Z [----] followers, 28.9K engagements "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](https://x.com/anyuser/status/1947351663355760988) 2025-07-21T17:43Z [----] 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](https://x.com/anyuser/status/1948070331870249210) 2025-07-23T17:18Z [----] followers, [----] engagements "@SimeonResearch_ $TVK.TO $FFH.TO $MDA.TO $PNG.V $FTG.TO" [X Link](https://x.com/anyuser/status/1958988283863576889) 2025-08-22T20:22Z [----] followers, [----] engagements "Nice insider buy on $FTG.TO $FTGFF" [X Link](https://x.com/anyuser/status/1961488673708368366) 2025-08-29T17:58Z [----] followers, [----] engagements "@CapstackCapital Just saw this. $MPTI is potentially a supplier to Anduril who just signed a $1.1B contract @BlackScholesMan a few months ago they have already implicitly mentioned that Anduril is gonna be a significant customer of them . which is at the same time kind of . obvious i guess @BlackScholesMan a few months ago they have already implicitly mentioned that Anduril is gonna be a significant customer of them . which is at the same time kind of . obvious i guess" [X Link](https://x.com/NickCortellucci/status/1965980176430572011) 2025-09-11T03:26Z [----] followers, [---] engagements "$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](https://x.com/anyuser/status/1966187632997855644) 2025-09-11T17:10Z [----] followers, [----] engagements "@IrrationalMrkts Also a good benchmark for $TC.TO $TCX" [X Link](https://x.com/NickCortellucci/status/1966704138915393681) 2025-09-13T03:23Z [----] followers, [---] engagements "Buying more $PPIH and $CODA" [X Link](https://x.com/anyuser/status/1967670004830310746) 2025-09-15T19:21Z [----] followers, [----] engagements "@DeepSailCapital $IMP.TO $LOVE.V $CODA $MPTI $ZDC.V" [X Link](https://x.com/NickCortellucci/status/1968072363754524713) 2025-09-16T21:59Z [----] followers, [---] engagements "@CapstackCapital Thanks for the commentary. Long $MPTI" [X Link](https://x.com/NickCortellucci/status/1971054013027406042) 2025-09-25T03:27Z [----] followers, [--] engagements "$FFH.TO Unchanged Now my largest position as TVK pulled back. Very active on their NCIB in September adding to the already strong ROE. Q2 was very strong with a fantastic combined ratio of 93.3%. Always have the chance to get added to the TSX [--] and get a bump from that. Fairfax might just be the next Fairfax" [X Link](https://x.com/NickCortellucci/status/1973497910361764159) 2025-10-01T21:19Z [----] 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 $730K tell you everything you need to know" [X Link](https://x.com/anyuser/status/1973498456615407732) 2025-10-01T21:21Z [----] followers, [---] engagements "$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](https://x.com/anyuser/status/1973498767547711861) 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 $30M in contracts and a new approval from Saudi Aramco. @KyleAdamsStocks recently interviewed management and will be posting the takeaways" [X Link](https://x.com/anyuser/status/1973498968954007920) 2025-10-01T21:23Z [----] followers, [---] engagements "$CODA New Position Recycled some of the $PNG.V profits here prior to their quarter. Q3 was good with revenue up 29% but with lower margins. Building out their defence business so we will see how this plays out. @GrumpierBTDay is much smarter than me on this one" [X Link](https://x.com/NickCortellucci/status/1973499113757954234) 2025-10-01T21:23Z [----] followers, [---] engagements "Decent contract $VLN.TO $VLNSF" [X Link](https://x.com/anyuser/status/1980362329914310854) 2025-10-20T19:55Z [----] 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](https://x.com/anyuser/status/1980776528431759676) 2025-10-21T23:21Z [----] followers, [----] engagements "Wow huge move on $HPS.A. I got out at around $125 having originally bought at $20. Why is it so hard to hold onto our winners 🫠" [X Link](https://x.com/anyuser/status/1981727660796498254) 2025-10-24T14:21Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1982890141170708784) 2025-10-27T19:20Z [----] followers, [----] engagements "We are initiating coverage on $GTCH.CN a highly economic development asset in Nevada. We estimate NPV(10%) at $1B assuming $3300/oz with capex of just $227M. Our team has published an initiation report on Getchell Gold Corp. Getchell Gold is the 100% owner of the Fondaway Canyon Gold Project in Nevada which hosts a 2.3Moz resource (Indicated & Inferred) and a robust PEA outlining a 10.5-year mine life.The PEA defined an after-tax https://t.co/nZMMubJycd Our team has published an initiation report on Getchell Gold Corp. Getchell Gold is the 100% owner of the Fondaway Canyon Gold Project in" [X Link](https://x.com/NickCortellucci/status/1983202984269107322) 2025-10-28T16:03Z [----] followers, [---] engagements "$MSA.TO printing cash. Will be even better in Q4 at $4000/oz gold. Pristine balance sheet too. Our team has published a research note on Mineros S.A. MSA reported Q3 financial and operational results that beat our estimates across the board. Revenue came in at $196.0M (+39% YoY) vs. our estimate of $175.6M while operating cashflow (after WC) came in at $77.3M vs. our https://t.co/vJat8bDPfn Our team has published a research note on Mineros S.A. MSA reported Q3 financial and operational results that beat our estimates across the board. Revenue came in at $196.0M (+39% YoY) vs. our estimate of" [X Link](https://x.com/NickCortellucci/status/1986480534164545818) 2025-11-06T17:07Z [----] followers, [----] engagements "@jeremie0117 @AurelionRsch Too easy. $MPTI. Beast company" [X Link](https://x.com/anyuser/status/1988705318034079928) 2025-11-12T20:27Z [----] followers, [---] engagements "@jeremie0117 @AurelionRsch They pre-announced some of the numbers decent quarter" [X Link](https://x.com/NickCortellucci/status/1988716415143276848) 2025-11-12T21:11Z [----] followers, [---] engagements "Insider buying continues on $FTG.TO $FTGFF" [X Link](https://x.com/NickCortellucci/status/1990869450858324469) 2025-11-18T19:47Z [----] followers, [----] engagements "@Hap0606 Im buying more" [X Link](https://x.com/NickCortellucci/status/1991138892465009100) 2025-11-19T13:38Z [----] followers, [--] engagements "@KairosPraxis @IrrationalMrkts @roncohen0547 Definitely conservative. Consensus has them hitting those numbers in [----]. I would argue that if they can achieve such growth numbers even by [----] the multiple is justified. You can't really find many companies growing at this rate with good margins and cashflow. $ZDC.V" [X Link](https://x.com/NickCortellucci/status/1991337532177760629) 2025-11-20T02:47Z [----] followers, [---] engagements "New initiation report below🥇 $LIO.V $LOMLF Our team has published an initiation report on Lion One Metals Ltd. Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing 14.7Koz in FY25 and production rates are expected to double over the next year. $LIO.V 🔍 Read the full report https://t.co/6jtbEQMBia Our team has published an initiation report on Lion One Metals Ltd. Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing 14.7Koz in FY25 and production rates are expected to double over the next year. $LIO.V" [X Link](https://x.com/NickCortellucci/status/1991594231836864584) 2025-11-20T19:47Z [----] followers, [---] engagements "$FISH.V $SROYF Good quarter lots of positive developments at all of its assets. Increasing target price. Our team has published a research note on Sailfish Royalty Corp. Sailfish Royalty reported Q3 financial results including revenue of $0.9M (vs. our estimate of $0.7M) and adjusted EBITDA of $0.4M (vs. our estimate of $0.2M). $FISH.V 🔍 Read the full report below 📰 https://t.co/0C84KMSNnG Our team has published a research note on Sailfish Royalty Corp. Sailfish Royalty reported Q3 financial results including revenue of $0.9M (vs. our estimate of $0.7M) and adjusted EBITDA of $0.4M (vs. our" [X Link](https://x.com/NickCortellucci/status/1991878439906021495) 2025-11-21T14:36Z [----] followers, [---] engagements "@jeremie0117 Bouncing back nicely from the sell off. Good volume. Could be from the conference they were at yesterday $MPTI" [X Link](https://x.com/NickCortellucci/status/1991949772035625285) 2025-11-21T19:20Z [----] followers, [---] engagements "@leo_research1 Thoughts on $ALC.TO Growing nicely" [X Link](https://x.com/NickCortellucci/status/1992753729322574107) 2025-11-24T00:34Z [----] followers, [---] engagements "Solid numbers out of $LOVE.V excited for this quebec vape launch. Building out a new processing centre is a good signal for demand. 6x EBITDA 11x earnings on research capital's numbers" [X Link](https://x.com/NickCortellucci/status/1993153492199129167) 2025-11-25T03:03Z [----] followers, [---] engagements "This morning we initiated coverage on $DWS.V $DWWEF 🍷 which has made tremendous strides in its turnaround. The market has yet to notice. In H1 sales are up 21% and adjusted EBITDA margins are 18% vs. 3% last year. Our team has published an initiation report on Diamond Estates Wines & Spirit LTD. DWS has completed the early stages of a turnaround returning to profitability and growth with [----] bps of gross margin expansion since FY23 reaching positive EBITDA in FY25 and largely https://t.co/wexzGypmwj Our team has published an initiation report on Diamond Estates Wines & Spirit LTD. DWS has" [X Link](https://x.com/NickCortellucci/status/1993356478669873589) 2025-11-25T16:29Z [----] followers, [---] engagements "@BrownMarubozu I was looking at the estimates recently too and was scratching my head. Unless we are missing something $FFH.TO" [X Link](https://x.com/NickCortellucci/status/1994257594009927767) 2025-11-28T04:10Z [----] followers, [---] engagements "@CJ0pp3l You ever look at BQE Water $BQE.V Probably too small for you but they have grown revenue at a 20% CAGR for over a decade. We got research coverage on them: https://www.atriumresearch.ca/bqe https://www.atriumresearch.ca/bqe" [X Link](https://x.com/NickCortellucci/status/1996441913982128556) 2025-12-04T04:50Z [----] followers, [---] engagements "Initiating coverage on $FCLI.V 🧯🚒 With lithium ion battery fires becoming more prevalent every day FCLIs FCL-X is becoming more valuable and will be able to ramp sales quickly Our team has published an initiation report on Full Circle Lithium. Full Circle has developed FCL-X a proprietary fire-extinguishing agent for lithium-ion battery fires. FCLI is building out various sales channels including fire departments OEMs and energy storage systems https://t.co/TYFtQLf57p Our team has published an initiation report on Full Circle Lithium. Full Circle has developed FCL-X a proprietary" [X Link](https://x.com/NickCortellucci/status/1998063601681133966) 2025-12-08T16:14Z [----] followers, [---] engagements "@BlackScholesMan So that 10% organic growth number was a sandbag. LFG $MPTI" [X Link](https://x.com/NickCortellucci/status/1999122498286223870) 2025-12-11T14:22Z [----] followers, [---] engagements "Setup hasn't been this good on $DRX.TO $ADFJF in a while. If you liked it at $20 you'll love it at $9 with the business much more diversified and de-risked. Our team has published a research note on ADF Group inc. ADF Group reported Q3 results that beat expectations with stronger project execution margin recovery and a growing $497.1M backlog that positions the Company for a stronger FY27 as LAR integration progresses. $DRX.TO 🔍 https://t.co/exIBPG8Msl Our team has published a research note on ADF Group inc. ADF Group reported Q3 results that beat expectations with stronger project execution" [X Link](https://x.com/NickCortellucci/status/1999244645205983251) 2025-12-11T22:27Z [----] followers, [----] engagements "We nailed this one $VELO. @MSmicrocaps and @Atrium_Research giving investors early access to top-quality stocks before institutions get a chance to take a look. +150% in [---] months. Velo3D's ( $VELO) Arun Jeldi CEO now presenting at our our and @Atrium_Research's Starting Five Defense Live Virtual Conference - discusses history and differentiation from other metal 3D printing OEMs. Live now and replays will be available https://t.co/a0fHN05mdG https://t.co/WkNN1nfXTL Velo3D's ( $VELO) Arun Jeldi CEO now presenting at our our and @Atrium_Research's Starting Five Defense Live Virtual Conference" [X Link](https://x.com/NickCortellucci/status/1999247673040470061) 2025-12-11T22:39Z [----] followers, [----] engagements "@SimeonResearch_ You got $MPTI on your radar More of a picks and shovels play" [X Link](https://x.com/NickCortellucci/status/2003469557512745354) 2025-12-23T14:15Z [----] followers, [---] engagements "$TVK.TO Unchanged Pulled back mid-year on organic growth and valuation concerns. Blockbuster Q4 came out with revenue up 82% and EBITDA up 72%. Base portfolio grew 7% organically. Outlook was good. Nice dividend increase. Valuation makes sense here. $120K insider buy from the new CFO. @CJ0pp3l @HiddenGemsInves @SimeonResearch_" [X Link](https://x.com/NickCortellucci/status/2006422465275105454) 2025-12-31T17:49Z [----] followers, [---] engagements "$PPIH Added Climbing the rankings in my portfolio here as I added more during the pullback and the stock did well on the back of contract announcements and a strong Q3. Contract announcement validates the data center opportunity. Q3 revenue up 47% EBIT more than doubled. Management gains lots of credibility here as during Q2 they said margins will come back to normal and they actually did. Valuation still undemanding given the growth. @majgeoinvesting @KyleAdamsStocks @RodrigoLezama7 https://twitter.com/i/web/status/2006422680539365697 https://twitter.com/i/web/status/2006422680539365697" [X Link](https://x.com/NickCortellucci/status/2006422680539365697) 2025-12-31T17:50Z [----] followers, [---] engagements "$PNG.V $KRKNF Trimmed Im sorry to all the Krakheads here but I have been slowly trimming. Made huge gains on this one since C$1. Trimming from a risk management perspective. While I do believe in the opportunity for Kraken ahead I do not want it to be 10% of the portfolio given the valuation and sensitivity to any bad news/lumpy quarters. I understand that consensus is wrong and that it is cheap relative to other drone stocks this is just risk management. Not seeing any insider selling since June is a great signal tho. @DeepSailCapital @Schoonerguts @Karelw04" [X Link](https://x.com/NickCortellucci/status/2006422888274915618) 2025-12-31T17:51Z [----] followers, [----] engagements "$FTG.TO Added Great company great management great tailwinds. Stock pulled back on the quarter as they grew 11% instead of the standard 15%. Management immediately starts buying in the open market CEO bought $75K various other insiders bought as well. Expectations for [----] are quite modest at 9% topline growth which is very conservative given the activity in both defense and commercial aerospace. Valuation has expanded but still fair at 8x 2026E EBITDA or 16x 2026E earnings. @KairosPraxis @SimeonResearch_ @majgeoinvesting https://twitter.com/i/web/status/2006423071066816520" [X Link](https://x.com/NickCortellucci/status/2006423071066816520) 2025-12-31T17:51Z [----] followers, [----] engagements "@BrownMarubozu $MDA.TO Unchanged Lots of drama here. Orders cancelled but recently gained some momentum with some new ones. Backlog is still very large and supports 20% growth for years to come. Q3 was excellent with revenue up 45% EBITDA up 49%. @KairosPraxis @wealthmatica" [X Link](https://x.com/NickCortellucci/status/2006423995424583940) 2025-12-31T17:55Z [----] followers, [---] engagements "$CODA Added No news out of CODA in the last [--] months. Consensus is looking for 13% growth next year which is a major step down from the 30% in the last few years and quarters. Not sure if I believe that given the trends in defense and UUVs. However I would have expected to see some contracts lately. Wait and see name for now. @GrumpierBTDay @BlackScholesMan https://twitter.com/i/web/status/2006424332881310108 https://twitter.com/i/web/status/2006424332881310108" [X Link](https://x.com/NickCortellucci/status/2006424332881310108) 2025-12-31T17:56Z [----] followers, [---] engagements "$ZDC.V Added Averaged up on the back of the pullback after Q3 financials. Numbers were very good IMO revenue up 75% and EBITDA up 68%. US segment growing well now 36% of revenue. Manufacturing is ramping up and [----] should be huge if they can pull it off. Valuation isnt as crazy as people make it out to be. 16x 2026E EBITDA and 10x 2027E EBITDA for a company growing 50% with 35% EBITDA margins. @AB1001_disciple @KairosPraxis and @IrrationalMrkts put out some great material on this name" [X Link](https://x.com/NickCortellucci/status/2006424609965429111) 2025-12-31T17:57Z [----] followers, [----] engagements "$CSU.TO Unchanged Holding on here after adding some last quarter. Dont believe AI will destroy the biz Q3 financials showed that with revenue up 16% including 5% organic growth (3% after FX). OCF up 30% YoY. Everything is still going to plan. Mark Miller stepping in to buy $5M is a big vote of confidence. Started shifting my attention to $TOI.V see below. @BarrySchwartzBW @CJ0pp3l https://twitter.com/i/web/status/2006424879537807636 https://twitter.com/i/web/status/2006424879537807636" [X Link](https://x.com/NickCortellucci/status/2006424879537807636) 2025-12-31T17:59Z [----] followers, [---] engagements "$MPTI Unchanged Solid results and announcements from MPTI. Revenue growth of only 7% in Q3 which is below recent years levels of 15-20% but still fine. Margins slightly weaker. Backlog was the star of the show being up 48% YoY citing growth in avionics and space orders. Nice $20M a few weeks ago which I believe was a repeat order. End markets are growing key picks and shovels play for everything drones missiles space etc. @BlackScholesMan @vanckzhu @AurelionRsch https://twitter.com/i/web/status/2006425177148489934 https://twitter.com/i/web/status/2006425177148489934" [X Link](https://x.com/NickCortellucci/status/2006425177148489934) 2025-12-31T18:00Z [----] followers, [---] engagements "$VST.CN Added Bit of a clusterfuck on the mgmt communications side of things but the biz is doing well. $NURS.V quarter came in slightly below estimates but objectively strong. Revenue more than doubled and now profitable. Setting up their partner network to lay the foundation for growth. Basically management dropped the ball by referencing orders delivered rather than orders placed causing some confusion and dropping the stock. They clarified things on the VST discord I bought some more shares. Later announced they hit the original plan of 1.3M orders placed good set up for [----] valuation" [X Link](https://x.com/NickCortellucci/status/2006425424822235615) 2025-12-31T18:01Z [----] followers, [----] engagements "$VLN.TO Trimmed Quiet three months for Velan. Signed a $20M contract with OPG. Q3 was slightly weak and the backlog was up 4%. Stock has been drifting up not really sure why. Perhaps just due to capital flowing into nuclear defense and LNG stocks. Still waiting for the buyout. Started trimming as I have made good gains (+50%) and there are better ideas that are actually executing. I would have expected some more contracts by now. @CDNValueInvestr @everyonehatesp1 @BitMoreLeverage https://twitter.com/i/web/status/2006425578421854503 https://twitter.com/i/web/status/2006425578421854503" [X Link](https://x.com/NickCortellucci/status/2006425578421854503) 2025-12-31T18:01Z [----] followers, [---] engagements "$DBO.TO New Position I caved and bought it after it ran up significantly. The opportunity actually aligns with my investment style very closely so I am not sure why I didnt buy sooner. Dont want to beat a dead horse which is already a fintwit favourite; refer to @JonCukierwar's writeup. Nice consistent insider buying despite the stock ripping. Will keep adding here to get to a decent position size. @Stocks_Stones @ragingbullcap https://twitter.com/i/web/status/2006426139552624941 https://twitter.com/i/web/status/2006426139552624941" [X Link](https://x.com/NickCortellucci/status/2006426139552624941) 2025-12-31T18:04Z [----] followers, [---] engagements "Our takeout series is back to due popular demand The takeout portfolio has returned 37% annualized since inception in late [----]. 📈 📈 📈 Please see below for the updated list of takeout candidates and a review of trends we are seeing. Our team has published the fifth installment of our series on takeouts in Canadian small-caps. The report covers the recent acquisitions in the space and presents an updated portfolio of takeout candidates. The takeouts portfolio has returned 37% annualized since inception. 🔍 https://t.co/hHGLaVI9co Our team has published the fifth installment of our series on" [X Link](https://x.com/NickCortellucci/status/2008581664075903146) 2026-01-06T16:49Z [----] followers, [---] engagements "@Oddhootcapital @Atrium_Research Average return if you bought every stock when we initiated coverage on is 135%. Including two 10-baggers" [X Link](https://x.com/NickCortellucci/status/2011641883077066903) 2026-01-15T03:29Z [----] followers, [--] engagements "$LOVE.V Added I was up nicely on this before the big run up but I keep averaging up. Genuinely think this is the best risk-reward setup in the portfolio and will keep adding. Various positive announcements in Q4 but the standout was the financials; revenue up 21% gross profit up 68% adj. EBITDA up 102%. Has a stronghold in the Quebec vape launch. You are paying 5x EBITDA for a company growing revenue 20% with expanding margins. Market still hates the sector and it will take time. @Stocks_Stones @maxwellhouse99 @FelkerJosh @jeremie0117 https://twitter.com/i/web/status/2006423734047867288" [X Link](https://x.com/NickCortellucci/status/2006423734047867288) 2025-12-31T17:54Z [----] followers, [----] engagements "Price drives narrative folks. $CSU.TO" [X Link](https://x.com/NickCortellucci/status/2014420506380828791) 2026-01-22T19:30Z [----] followers, [----] engagements "Anyone following $GRGD.TO Valuation seems fair vs. $ATZ.TO with Dynamite having stronger growth and margins. Perhaps pulling back on fears of CEO secondary offering" [X Link](https://x.com/NickCortellucci/status/2016723894611157497) 2026-01-29T04:03Z [----] followers, [---] engagements "$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](https://x.com/NickCortellucci/status/2017288892198629387) 2026-01-30T17:28Z [----] 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. $BQE.V 🔍 Read the full report below 📰 Disclosure:" [X Link](https://x.com/anyuser/status/1951030665488572438) 2025-07-31T21:22Z [----] followers, [----] engagements "$BQE.V $BTQNF Nice move on the stock yesterday. Market starting to believe that the technical services growth is sustainable Our team has published a research note on BQE Water. BQE reported Q3 financial results. The quarter was driven by strong performance from the technical services segment; however we expect the recurring operations segment to resume growth over the coming quarters. $BQE.V 🔍 https://t.co/zkxDz9vAp2 Our team has published a research note on BQE Water. BQE reported Q3 financial results. The quarter was driven by strong performance from the technical services segment;" [X Link](https://x.com/NickCortellucci/status/1994817577642856899) 2025-11-29T17:15Z [----] 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](https://x.com/NickCortellucci/status/2017695101674250743) 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 $HPS.A where analysts were looking for something silly like 5% growth. Then the stock rips when they more than doubled tha" [X Link](https://x.com/NickCortellucci/status/2019258925363716258) 2026-02-05T03:56Z [----] followers, [---] engagements "$LGCY still going beastmode. Ripping AH" [X Link](https://x.com/NickCortellucci/status/2022058072202784940) 2026-02-12T21:19Z [----] 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](https://x.com/anyuser/status/1978853139957629260) 2025-10-16T15:58Z [----] followers, 14.9K 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](https://x.com/anyuser/status/1983178570601234854) 2025-10-28T14:26Z [----] 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](https://x.com/NickCortellucci/status/1994049340554526866) 2025-11-27T14:23Z [----] followers, [----] engagements "Are compounders back $TVK.TO and $FFH.TO ripping. $CSU.TO next" [X Link](https://x.com/NickCortellucci/status/1999129011339874752) 2025-12-11T14:47Z [----] followers, [----] engagements "@BrownMarubozu @KairosPraxis @wealthmatica $TOI.V New Position Echoing the same comments as above on $CSU.TO but $TOI.V has slightly better growth and as such is slightly more expensive. I think this can return low-teens going forward pretty consistently at this price if they keep doing what they are doing" [X Link](https://x.com/NickCortellucci/status/2006425678619754937) 2025-12-31T18:02Z [----] followers, [----] engagements "$IMP.TO $ITMSF Trimmed Weak quarter guidance was pushed into [----]. Mgmt should not put out guidance if they arent 100% sure they can achieve it. Indonesia contract decision pushed [--] weeks not an amazing sign but we will see. Thesis has not played out still holding a small position because I like the tech they have and the asymmetry if things go their way. There are better stocks actually executing right now. @MoneyMarkStocks https://twitter.com/i/web/status/2006425937101938842 https://twitter.com/i/web/status/2006425937101938842" [X Link](https://x.com/NickCortellucci/status/2006425937101938842) 2025-12-31T18:03Z [----] 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](https://x.com/NickCortellucci/status/2021351098565656880) 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](https://x.com/NickCortellucci/status/2021439030639067559) 2026-02-11T04:19Z [----] 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](https://x.com/anyuser/status/1973497548406137105) 2025-10-01T21:17Z [----] followers, 13.7K 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](https://x.com/anyuser/status/1983589699110240699) 2025-10-29T17:40Z [----] followers, [----] engagements "@Atrium_Research Amerigo & chill $ARG.TO $ARREF" [X Link](https://x.com/NickCortellucci/status/1998832200993628328) 2025-12-10T19:08Z [----] followers, [---] engagements "$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](https://x.com/NickCortellucci/status/2006426301737910361) 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](https://x.com/NickCortellucci/status/2006426415953072347) 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](https://x.com/NickCortellucci/status/2018078913730142540) 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](https://x.com/NickCortellucci/status/2019949580406628844) 2026-02-07T01:41Z [----] 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% $DBO.TO - 1% Lets run it 👇 https://twitter.com/i/web/status/2006421756001587521 https://twitter.com/i/web/status/2006421756001587521" [X Link](https://x.com/anyuser/status/2006421756001587521) 2025-12-31T17:46Z [----] followers, 13.6K engagements "I have started to think that becoming much more diversified makes sense in this market given that there seems to be multi-bagger opportunities popping up everywhere. Not saying that the market is cheap. Getting more at-bats/shots-on-goal is a better strategy in the current regime as idea generation is becoming easier via fintwit. I will shoutout @Atrium_Researchs takeouts portfolio that is equally weighted across [--] top multi-bagger ideas and has largely beat the market. You dont need a 30% weighting in [--] high conviction name to do well" [X Link](https://x.com/NickCortellucci/status/2006421962965348820) 2025-12-31T17:47Z [----] followers, [---] engagements "$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](https://x.com/NickCortellucci/status/2006422178649223442) 2025-12-31T17:48Z [----] 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](https://x.com/NickCortellucci/status/2021962505070031276) 2026-02-12T15:00Z [----] followers, [----] engagements "@naubzie It never swings too much on earnings but over the coming week or so it will react $FFH.TO" [X Link](https://x.com/NickCortellucci/status/2021795111630217598) 2026-02-12T03:54Z [----] followers, [---] engagements "Notebook LLM is insane. Look at this summary of our thesis in $DWS.V" [X Link](https://x.com/NickCortellucci/status/2021631811353497992) 2026-02-11T17:05Z [----] followers, [----] engagements "@KyleAdamsStocks We dont even need acquisitions. Organic growth alone will make this stock a winner $LGCY" [X Link](https://x.com/NickCortellucci/status/2022165819225149675) 2026-02-13T04:27Z [----] 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](https://x.com/anyuser/status/2006421756001587521) 2025-12-31T17:46Z [----] followers, 13.6K 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% $LOVE.V 3% Thoughts on each below 💭 https://twitter.com/i/web/status/1939865654951116887 https://twitter.com/i/web/status/1939865654951116887" [X Link](https://x.com/anyuser/status/1939865654951116887) 2025-07-01T01:56Z [----] followers, 28.9K engagements "$OMG.V officially hits 10-bagger status for @Atrium_Research. We initiated coverage at $0.09/share in January 2023" [X Link](https://x.com/anyuser/status/1957517088937111869) 2025-08-18T18:56Z [----] followers, 11.8K 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](https://x.com/anyuser/status/1973497548406137105) 2025-10-01T21:17Z [----] followers, 13.7K 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](https://x.com/anyuser/status/1980776528431759676) 2025-10-21T23:21Z [----] followers, [----] 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](https://x.com/anyuser/status/1943711317593845804) 2025-07-11T16:37Z [----] followers, 10.7K 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 $VELO Our team has published a research package for the Starting 5: Defense Virtual Conference that we are co-hosting with Maj Soueidan from GeoInvesting LLC and MS Microcaps. The booklet includes a Company Spotlight report on all the presenting companies. 🔍 Read the report below https://t.co/jX4xJZ0rLV Our team has" [X Link](https://x.com/anyuser/status/1978853139957629260) 2025-10-16T15:58Z [----] followers, 14.9K engagements "Our team has published a research package for the Starting 5: Defense Virtual Conference that we are co-hosting with Maj Soueidan from GeoInvesting LLC and MS Microcaps. The booklet includes a Company Spotlight report on all the presenting companies. 🔍 Read the report below 📩 Sign up for the virtual conference here: https://cutt.ly/ar3ifjp4 https://cutt.ly/ar3ifjp4" [X Link](https://x.com/anyuser/status/1978798521433137299) 2025-10-16T12:21Z [----] followers, 13.7K engagements "$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](https://x.com/anyuser/status/1955674246534910264) 2025-08-13T16:54Z [----] followers, [----] engagements "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](https://x.com/anyuser/status/1947351663355760988) 2025-07-21T17:43Z [----] followers, [----] engagements "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 opportunities. 🔍 Read the full report below" [X Link](https://x.com/anyuser/status/1947292685066228023) 2025-07-21T13:48Z [----] followers, 33.3K 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](https://x.com/anyuser/status/1965506649684410748) 2025-09-09T20:04Z [----] 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](https://x.com/anyuser/status/1916158513467863424) 2025-04-26T15:52Z [----] 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](https://x.com/anyuser/status/1981543532650508389) 2025-10-24T02:09Z [----] 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](https://x.com/anyuser/status/1948070331870249210) 2025-07-23T17:18Z [----] followers, [----] engagements "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 could total nearly $400M if extended. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group" [X Link](https://x.com/anyuser/status/1948024493043023953) 2025-07-23T14:16Z [----] followers, [----] engagements "$FTG.TO top pick from Jeff Tory at the Cantech Conference today" [X Link](https://x.com/anyuser/status/1976431208184906207) 2025-10-09T23:34Z [----] followers, 11.5K engagements "15 bagger now $OMG.V We also wrote a note at $0.035/share (39 bagger) in late [----] but who's counting 😅 $OMG.V officially hits 10-bagger status for @Atrium_Research. We initiated coverage at $0.09/share in January [----]. https://t.co/At4PwXLkIZ $OMG.V officially hits 10-bagger status for @Atrium_Research. We initiated coverage at $0.09/share in January [----]. https://t.co/At4PwXLkIZ" [X Link](https://x.com/anyuser/status/1971636584614384127) 2025-09-26T18:02Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1966187632997855644) 2025-09-11T17:10Z [----] followers, [----] engagements "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 of its work-sharing program and the acquisition of LAR. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group https://twitter.com/i/web/status/1966157184808390813 https://twitter.com/i/web/status/1966157184808390813" [X Link](https://x.com/anyuser/status/1966157184808390813) 2025-09-11T15:09Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1923152954896392542) 2025-05-15T23:06Z [----] 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](https://x.com/anyuser/status/1928521308725264606) 2025-05-30T18:38Z [----] followers, [----] engagements "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. $BQE.V 🔍 Read the full report below" [X Link](https://x.com/anyuser/status/1928432798655730146) 2025-05-30T12:46Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1916511412215591326) 2025-04-27T15:15Z [----] followers, [----] engagements "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. $FISH.V 🔍 Read the full report below" [X Link](https://x.com/anyuser/status/1915766442017911113) 2025-04-25T13:54Z [----] followers, [----] engagements "BUT SPONSORED RESEARCH IS BIASED HOW CAN THIS BE 🤯🤯🤯 @Atrium_Research picking the right stories and using research as a professional marketing tool. Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of the Companies Mentioned https://t.co/W42iSsUxln Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰" [X Link](https://x.com/anyuser/status/1973772675584794961) 2025-10-02T15:30Z [----] followers, [----] engagements "Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of the Companies Mentioned" [X Link](https://x.com/anyuser/status/1973727927629148258) 2025-10-02T12:33Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1943373629472780307) 2025-07-10T18:15Z [----] followers, [----] engagements "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: 📰 Disclosure: Disseminated on Behalf of Dynacor Group https://youtu.be/FRXD_ZQA1WY https://youtu.be/FRXD_ZQA1WY" [X Link](https://x.com/anyuser/status/1943288169740288325) 2025-07-10T12:36Z [----] 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](https://x.com/anyuser/status/1943468245346062731) 2025-07-11T00:31Z [----] followers, 24.7K 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](https://x.com/anyuser/status/1932495430035689866) 2025-06-10T17:49Z [----] followers, [----] engagements "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. $DRX.TO 🔍 Read the full report below" [X Link](https://x.com/anyuser/status/1932451403428950285) 2025-06-10T14:54Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1961587732792176947) 2025-08-30T00:32Z [----] 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](https://x.com/anyuser/status/1978505120108126421) 2025-10-15T16:55Z [----] followers, [----] engagements "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 and it continues to capture market share. $ROMJ.V 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Rubicon Organics" [X Link](https://x.com/anyuser/status/1978438638586196400) 2025-10-15T12:31Z [----] 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](https://x.com/anyuser/status/1954939900907991211) 2025-08-11T16:16Z [----] followers, [----] engagements "Albertas ATB Financial buys investment bank Cormark Securities https://www.theglobeandmail.com/business/article-albertas-atb-financial-buys-investment-bank-cormark-securities/utm_source=dlvr.it&utm_medium=twitter https://www.theglobeandmail.com/business/article-albertas-atb-financial-buys-investment-bank-cormark-securities/utm_source=dlvr.it&utm_medium=twitter" [X Link](https://x.com/anyuser/status/1954869461015802258) 2025-08-11T11:36Z 1.8M followers, 11.5K 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](https://x.com/anyuser/status/1981727660796498254) 2025-10-24T14:21Z [----] 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 $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v" [X Link](https://x.com/anyuser/status/1979649066243117341) 2025-10-18T20:41Z [----] followers, [----] engagements "$DRX.TO acquisition looks pretty good. We will learn more upon closing and on their Q2 earnings call Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read https://t.co/kYUqMtLC3D Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors" [X Link](https://x.com/anyuser/status/1963030729840820637) 2025-09-03T00:06Z [----] followers, [----] engagements "Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group" [X Link](https://x.com/anyuser/status/1962910313931743672) 2025-09-02T16:07Z [----] 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](https://x.com/anyuser/status/1969107049012154567) 2025-09-19T18:31Z [----] followers, [----] engagements "🌟 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 connections. A huge thank you to everyone who attended and contributed to another successful event. We hope you enjoyed the presentations and found some new names for your watchlist. 🥂 We look forward to building on this momentum and creating even more opportunities for collaboration. 🟣 $NCI.V - Adam Zaghloul 🟣 $BLM.V -" [X Link](https://x.com/anyuser/status/1969068259946180988) 2025-09-19T15:57Z [----] 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](https://x.com/anyuser/status/1983590798060081259) 2025-10-29T17:44Z [----] followers, [----] engagements "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 across Canada. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group" [X Link](https://x.com/anyuser/status/1983568179000496588) 2025-10-29T16:14Z [----] followers, [----] engagements "Nice insider buy on $FTG.TO $FTGFF" [X Link](https://x.com/anyuser/status/1961488673708368366) 2025-08-29T17:58Z [----] followers, [----] 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](https://x.com/anyuser/status/1976690949914083591) 2025-10-10T16:47Z [----] followers, [----] engagements "On site today with @NikoDankCannara at the $LOVE.V Valleyfield facility. The scale of this place is truly insane Cannara is doing all the right things" [X Link](https://x.com/anyuser/status/1927461719854510509) 2025-05-27T20:27Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1923073212553871469) 2025-05-15T17:49Z [----] followers, [----] engagements "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" [X Link](https://x.com/anyuser/status/1923003548205306139) 2025-05-15T13:12Z [----] 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](https://x.com/anyuser/status/1961489106812248243) 2025-08-29T18:00Z [----] followers, [----] engagements "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 contracts setting up for a strong H2. $BQE.V 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of BQE Water" [X Link](https://x.com/anyuser/status/1961408655867224260) 2025-08-29T12:40Z [----] followers, [----] engagements "Atrium is [--] years old 👶 Thank you to everyone who has supported us over the years. Stay tuned for the next [--] years and let's see what we can achieve 🥂 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with thousands of investors it's been an exciting journey and were just getting started. Thank you to our clients subscribers https://t.co/qqlppC2M6M 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with" [X Link](https://x.com/anyuser/status/1986856056945860869) 2025-11-07T17:59Z [----] followers, [----] engagements "🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with thousands of investors it's been an exciting journey and were just getting started. Thank you to our clients subscribers and supporters who made it all possible. Heres to a bigger and better year [--] 🚀 📈" [X Link](https://x.com/anyuser/status/1986806887703024122) 2025-11-07T14:44Z [----] followers, [----] engagements "$MDA.TO and $LOVE.V saving me from the downturn today fr" [X Link](https://x.com/anyuser/status/1951384312198123674) 2025-08-01T20:47Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1939866014470312147) 2025-07-01T01:57Z [----] 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](https://x.com/anyuser/status/1951030665488572438) 2025-07-31T21:22Z [----] followers, [----] engagements "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 Behalf of BQE Water" [X Link](https://x.com/anyuser/status/1950897838751100968) 2025-07-31T12:34Z [----] followers, [----] engagements "Finally caved.buying $VST.CN" [X Link](https://x.com/anyuser/status/1970522631532384664) 2025-09-23T16:16Z [----] followers, [----] engagements "$MDA.TO will be fine. Another overreaction" [X Link](https://x.com/anyuser/status/1965245237242331356) 2025-09-09T02:45Z [----] 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](https://x.com/anyuser/status/1983589699110240699) 2025-10-29T17:40Z [----] followers, [----] engagements "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://open.substack.com/pub/mscliffnotes/p/final-day-were-live-in-60-minutesr=37l5ug&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/mscliffnotes/p/final-day-were-live-in-60-minutesr=37l5ug&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false" [X Link](https://x.com/anyuser/status/1983574549267673519) 2025-10-29T16:40Z [----] followers, [----] engagements "Decent contract $VLN.TO $VLNSF" [X Link](https://x.com/anyuser/status/1980362329914310854) 2025-10-20T19:55Z [----] 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](https://x.com/anyuser/status/1960028010582814906) 2025-08-25T17:14Z [----] followers, [----] engagements "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 acquire scale and exit assets at attractive returns. $GEC.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Global Education Communities" [X Link](https://x.com/anyuser/status/1959957801708519653) 2025-08-25T12:35Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1982890141170708784) 2025-10-27T19:20Z [----] followers, [----] engagements "On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar EW missile guidance and secure communications. Attendance holding strong at 50" [X Link](https://x.com/anyuser/status/1982871666121421268) 2025-10-27T18:06Z [----] followers, 13.7K engagements "$MDA.TO is on an absolute tear. Took long enough" [X Link](https://x.com/anyuser/status/1946278220598231330) 2025-07-18T18:37Z [----] 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](https://x.com/anyuser/status/1981786908419297653) 2025-10-24T18:16Z [----] followers, [----] engagements "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 $HAI.TO https://twitter.com/i/web/status/1981716960703336525 https://twitter.com/i/web/status/1981716960703336525" [X Link](https://x.com/anyuser/status/1981716960703336525) 2025-10-24T13:38Z [----] followers, 17.7K engagements "Nice little shoutout @Atrium_Research $DRX.TO Small caps to watch: ADF Group Transat Information Services and more https://t.co/4UO3H40f73 Small caps to watch: ADF Group Transat Information Services and more https://t.co/4UO3H40f73" [X Link](https://x.com/anyuser/status/1966699742307463617) 2025-09-13T03:05Z [----] followers, [----] engagements "Small caps to watch: ADF Group Transat Information Services and more https://www.theglobeandmail.com/investing/markets/inside-the-market/article-small-caps-to-watch-adf-group-transat-information-services-and-more/utm_source=dlvr.it&utm_medium=twitter https://www.theglobeandmail.com/investing/markets/inside-the-market/article-small-caps-to-watch-adf-group-transat-information-services-and-more/utm_source=dlvr.it&utm_medium=twitter" [X Link](https://x.com/anyuser/status/1966479807363035351) 2025-09-12T12:31Z [----] followers, [----] engagements "@KyleAdamsStocks Tooting my own horn a bit here but try to press them on doing some actual investor relations (or sponsored research) rather than throwing their hands up with the strategic review. If they can grow at 20% per year for the next few years then they absolutely shouldn't be exiting" [X Link](https://x.com/anyuser/status/1968852488481636825) 2025-09-19T01:39Z [----] followers, [---] engagements "$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](https://x.com/anyuser/status/1973498767547711861) 2025-10-01T21:22Z [----] followers, [---] engagements "$ZDC.V still killing it. Above consensus. Par for the course now lmao" [X Link](https://x.com/anyuser/status/1988778257135857726) 2025-11-13T01:17Z [----] followers, [----] engagements "Buying more $PPIH and $CODA" [X Link](https://x.com/anyuser/status/1967670004830310746) 2025-09-15T19:21Z [----] followers, [----] engagements "$ZDC.V going beastmode. Long runway $zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://t.co/XRAujOJNPD $zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://t.co/XRAujOJNPD" [X Link](https://x.com/anyuser/status/1925356080596418632) 2025-05-22T01:00Z [----] followers, [---] engagements "$zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://www.newsfilecorp.com/release/253006 https://www.newsfilecorp.com/release/253006" [X Link](https://x.com/anyuser/status/1925352463915524215) 2025-05-22T00:46Z [---] followers, [----] engagements "Massive moves on $PNG.V and $IMP.TO todaysomething is brewing" [X Link](https://x.com/anyuser/status/1931159079847649771) 2025-06-07T01:19Z [----] 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](https://x.com/anyuser/status/1937942493590376681) 2025-06-25T18:34Z [----] followers, [----] engagements "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 Company only trading at 2.0x Adj. EBITDA. $VAPE 🔍 Read the full report below. 📰 Disclosure: Disseminated on Behalf of CEA Industries Inc" [X Link](https://x.com/anyuser/status/1937850483676152152) 2025-06-25T12:28Z [----] followers, [----] engagements "Hot off the press 🔥 New initiation report on $NAMM following its de-spac Our team has published an initiation report on Namib Minerals. Namib Minerals is a Zimbabwe-based gold producer with one operation in production and two past producing projects with restart potential.With over 4Moz of gold resources across its assets we see strong potential for https://t.co/pTBw9Fkzrh Our team has published an initiation report on Namib Minerals. Namib Minerals is a Zimbabwe-based gold producer with one operation in production and two past producing projects with restart potential.With over 4Moz of gold" [X Link](https://x.com/anyuser/status/1956366075332874711) 2025-08-15T14:43Z [----] followers, [----] engagements "Our team has published an initiation report on Namib Minerals. Namib Minerals is a Zimbabwe-based gold producer with one operation in production and two past producing projects with restart potential.With over 4Moz of gold resources across its assets we see strong potential for Namib Minerals to ramp production significantly over the coming years. $NAMM 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Namib Minerals" [X Link](https://x.com/anyuser/status/1956342906429583569) 2025-08-15T13:11Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1973052628780093440) 2025-09-30T15:49Z [----] followers, [----] engagements "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. $FISH.V 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Sailfish Royalty" [X Link](https://x.com/anyuser/status/1973039753646813497) 2025-09-30T14:58Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1983603123068530922) 2025-10-29T18:33Z [----] followers, [----] engagements "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 quarter and increased the quarterly dividend by 33% representing a 5.88% yield. $ARG.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Amerigo Resources" [X Link](https://x.com/anyuser/status/1983527117838041135) 2025-10-29T13:31Z [----] followers, [----] engagements "@BofaCapital Yessir $FTG.TO. Other favourites include $IMP.TO $DNG.TO $ZDC.V" [X Link](https://x.com/anyuser/status/1980792062585807236) 2025-10-22T00:23Z [----] followers, [---] engagements "$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](https://x.com/anyuser/status/1939867411533975644) 2025-07-01T02:03Z [----] 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](https://x.com/anyuser/status/1939866615362826743) 2025-07-01T02:00Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@NickCortellucci Nicholas Cortellucci, CFA
Nicholas Cortellucci, CFA posts on X about note, growth, $ftgto, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +452%
- [--] Month [------] -51%
- [--] Months [-------] +221%
Mentions: [--] #
- [--] Months [--] +290%
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- [--] Week [-----] +2%
- [--] Month [-----] +3.30%
- [--] Months [-----] +63%
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Social Influence
Social category influence finance countries stocks cryptocurrencies travel destinations
Social topic influence note, growth, $ftgto #2, strong, $mpti #2, $impto #1, $drxto, in the, company, $zdcv #1
Top accounts mentioned or mentioned by @atriumresearch @majgeoinvesting @kairospraxis @msmicrocaps @brownmarubozu @kyleadamsstocks @tidefallcapital @simeonresearch @jeremie0117 @stocksstones @capstackcapital @blackscholesman @aurelionrsch @vikingvan100 @irrationalmrkts @deepsailcapital @cj0pp3l @wealthmatica @geoinvesting @onecentinvest
Top assets mentioned Coda Octopus Group, Inc. Common stock (CODA) Velo (VELO) Legacy Education Inc. (LGCY) Innovative Solutions & Support (ISSC)
Top Social Posts
Top posts by engagements in the last [--] hours
"High-quality assets a trustworthy management team and a 9% dividend yield. 📢 Check out this company spotlight report we just put out on Source Rock Royalties $SRR.V Our team has published a company spotlight on Source Rock Royalties. Source Rock is an oil and gas royalty company with interests in lands across Saskatchewan and Alberta. SRR has a track record of growth and offers a 9% dividend yield. $SRR.V 🔍 Read the full report below. https://t.co/CfQcViPOjP Our team has published a company spotlight on Source Rock Royalties. Source Rock is an oil and gas royalty company with interests in"
X Link 2025-05-01T15:04Z [---] followers, [---] engagements
"@TidefallCapital Remember the days when $FFH.TO was well under BV. Still great value here"
X Link 2025-05-24T01:04Z [---] followers, [---] engagements
"Never understood why $HPS.A was never appreciated by the fintwit crowd. Thesis is very simple and largely unchanged from [--] years ago when the stock was $15. Growth has obviously slowed with scale but there is visibility for 7-10% organic growth for 5+ years"
X Link 2025-05-24T01:15Z [---] 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. $DRX.TO 🔍"
X Link 2025-06-10T17:49Z [----] followers, [----] engagements
"@lancefinlinson @lilinvestor No I dont think there will be a press release on this one. Thanks helping share it around"
X Link 2025-06-25T18:49Z [---] followers, [--] engagements
"$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
"$CSU.TO Unchanged Not much to say here. We all own it because we have to"
X Link 2025-07-01T01:59Z [---] followers, [---] engagements
"$IMP.TO New Position Started buying after seeing the [----] guidance for 80% revenue growth and EBITDA more than doubling. Most of this is due to the Indonesia contract which presents some risk but also opportunity to prove this out for other countries. Q1 was not very good losing money on a net income basis but they maintained guidance. Auditor change was also not a good look. Started taking some gains on this"
X Link 2025-07-01T02:02Z [---] followers, [---] engagements
"$ZDC.V Unchanged Posted the best quarter out of all my holdings with 87% revenue growth and 116% EBITDA growth. Management executing very well on manufacturing and expansion. I cant bring myself to buy any more because of valuation but I am here for the ride"
X Link 2025-07-01T02:02Z [---] followers, [----] engagements
"@KairosPraxis You just went 3/3"
X Link 2025-07-09T00:43Z [---] followers, [---] engagements
"@AnnieClaud53363 $VLN.TO Solid quarter. Balance sheet is clean. Things will look even better after that restructuring expense goes away. Somebody has to buy them out"
X Link 2025-07-11T00:22Z [---] followers, [--] 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
"@Stocks_Stones Only [--] of those companies were acquired. Stay public and compound"
X Link 2025-07-11T17:03Z [---] followers, [---] engagements
"@BrokenClockCap @Atrium_Research We love $MDA.TO and own a large position personally. It is not a small-cap anymore so that is why we did not include it"
X Link 2025-07-22T20:40Z [---] followers, [--] engagements
"@no_cap_cap Basically a rounding error lol"
X Link 2025-08-06T03:21Z [---] followers, [---] engagements
"$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
"@GavMcCracken Thank you Still holdings strong. $MDA.TO This was a good writeup I saw recently: https://www.linkedin.com/posts/activity-7364649402851913728-jZbNutm_source=share&utm_medium=member_desktop&rcm=ACoAAB8wHJ4BYbxj7-USNW61n9vbbkdJDAcm5Tw https://www.linkedin.com/posts/activity-7364649402851913728-jZbNutm_source=share&utm_medium=member_desktop&rcm=ACoAAB8wHJ4BYbxj7-USNW61n9vbbkdJDAcm5Tw"
X Link 2025-08-28T16:28Z [---] followers, [--] engagements
"$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
"$DRX.TO acquisition looks pretty good. We will learn more upon closing and on their Q2 earnings call Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read https://t.co/kYUqMtLC3D Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors"
X Link 2025-09-03T00:06Z [----] followers, [----] engagements
"$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. $FISH.V 🔍 https://t.co/xAg0p2htq8 Our team has published a research note on Sailfish Royalty Corp. FISH announced that it has"
X Link 2025-09-30T15:49Z [----] followers, [----] engagements
"$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
"$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 $200M in revenue. If this Anduril deal implies what everyone thinks it does PNG could be attractively priced again. Manufacturing capacity would need to ramp quickly as well"
X Link 2025-10-01T21:20Z [----] followers, [---] engagements
"$FTG.TO Added Awesome company delivering consistently. 26% revenue growth in Q2 with EBITDA margins expanding. Got a new certification with Airbus. Key beneficiary of defence spending and aerospace deliveries. Very under-owned institutionally and valuation is still cheap imo. Q3 coming out October 8th"
X Link 2025-10-01T21:21Z [----] 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
"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
"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
"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
"@SimeonResearch_ $TVK.TO $FFH.TO $MDA.TO $PNG.V $FTG.TO"
X Link 2025-08-22T20:22Z [----] followers, [----] engagements
"Nice insider buy on $FTG.TO $FTGFF"
X Link 2025-08-29T17:58Z [----] followers, [----] engagements
"@CapstackCapital Just saw this. $MPTI is potentially a supplier to Anduril who just signed a $1.1B contract @BlackScholesMan a few months ago they have already implicitly mentioned that Anduril is gonna be a significant customer of them . which is at the same time kind of . obvious i guess @BlackScholesMan a few months ago they have already implicitly mentioned that Anduril is gonna be a significant customer of them . which is at the same time kind of . obvious i guess"
X Link 2025-09-11T03:26Z [----] followers, [---] engagements
"$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
"@IrrationalMrkts Also a good benchmark for $TC.TO $TCX"
X Link 2025-09-13T03:23Z [----] followers, [---] engagements
"Buying more $PPIH and $CODA"
X Link 2025-09-15T19:21Z [----] followers, [----] engagements
"@DeepSailCapital $IMP.TO $LOVE.V $CODA $MPTI $ZDC.V"
X Link 2025-09-16T21:59Z [----] followers, [---] engagements
"@CapstackCapital Thanks for the commentary. Long $MPTI"
X Link 2025-09-25T03:27Z [----] followers, [--] engagements
"$FFH.TO Unchanged Now my largest position as TVK pulled back. Very active on their NCIB in September adding to the already strong ROE. Q2 was very strong with a fantastic combined ratio of 93.3%. Always have the chance to get added to the TSX [--] and get a bump from that. Fairfax might just be the next Fairfax"
X Link 2025-10-01T21:19Z [----] 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 $30M in contracts and a new approval from Saudi Aramco. @KyleAdamsStocks recently interviewed management and will be posting the takeaways"
X Link 2025-10-01T21:23Z [----] followers, [---] engagements
"$CODA New Position Recycled some of the $PNG.V profits here prior to their quarter. Q3 was good with revenue up 29% but with lower margins. Building out their defence business so we will see how this plays out. @GrumpierBTDay is much smarter than me on this one"
X Link 2025-10-01T21:23Z [----] followers, [---] engagements
"Decent contract $VLN.TO $VLNSF"
X Link 2025-10-20T19:55Z [----] 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
"Wow huge move on $HPS.A. I got out at around $125 having originally bought at $20. Why is it so hard to hold onto our winners 🫠"
X Link 2025-10-24T14:21Z [----] followers, [----] engagements
"$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 initiating coverage on $GTCH.CN a highly economic development asset in Nevada. We estimate NPV(10%) at $1B assuming $3300/oz with capex of just $227M. Our team has published an initiation report on Getchell Gold Corp. Getchell Gold is the 100% owner of the Fondaway Canyon Gold Project in Nevada which hosts a 2.3Moz resource (Indicated & Inferred) and a robust PEA outlining a 10.5-year mine life.The PEA defined an after-tax https://t.co/nZMMubJycd Our team has published an initiation report on Getchell Gold Corp. Getchell Gold is the 100% owner of the Fondaway Canyon Gold Project in"
X Link 2025-10-28T16:03Z [----] followers, [---] engagements
"$MSA.TO printing cash. Will be even better in Q4 at $4000/oz gold. Pristine balance sheet too. Our team has published a research note on Mineros S.A. MSA reported Q3 financial and operational results that beat our estimates across the board. Revenue came in at $196.0M (+39% YoY) vs. our estimate of $175.6M while operating cashflow (after WC) came in at $77.3M vs. our https://t.co/vJat8bDPfn Our team has published a research note on Mineros S.A. MSA reported Q3 financial and operational results that beat our estimates across the board. Revenue came in at $196.0M (+39% YoY) vs. our estimate of"
X Link 2025-11-06T17:07Z [----] followers, [----] engagements
"@jeremie0117 @AurelionRsch Too easy. $MPTI. Beast company"
X Link 2025-11-12T20:27Z [----] followers, [---] engagements
"@jeremie0117 @AurelionRsch They pre-announced some of the numbers decent quarter"
X Link 2025-11-12T21:11Z [----] followers, [---] engagements
"Insider buying continues on $FTG.TO $FTGFF"
X Link 2025-11-18T19:47Z [----] followers, [----] engagements
"@Hap0606 Im buying more"
X Link 2025-11-19T13:38Z [----] followers, [--] engagements
"@KairosPraxis @IrrationalMrkts @roncohen0547 Definitely conservative. Consensus has them hitting those numbers in [----]. I would argue that if they can achieve such growth numbers even by [----] the multiple is justified. You can't really find many companies growing at this rate with good margins and cashflow. $ZDC.V"
X Link 2025-11-20T02:47Z [----] followers, [---] engagements
"New initiation report below🥇 $LIO.V $LOMLF Our team has published an initiation report on Lion One Metals Ltd. Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing 14.7Koz in FY25 and production rates are expected to double over the next year. $LIO.V 🔍 Read the full report https://t.co/6jtbEQMBia Our team has published an initiation report on Lion One Metals Ltd. Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing 14.7Koz in FY25 and production rates are expected to double over the next year. $LIO.V"
X Link 2025-11-20T19:47Z [----] followers, [---] engagements
"$FISH.V $SROYF Good quarter lots of positive developments at all of its assets. Increasing target price. Our team has published a research note on Sailfish Royalty Corp. Sailfish Royalty reported Q3 financial results including revenue of $0.9M (vs. our estimate of $0.7M) and adjusted EBITDA of $0.4M (vs. our estimate of $0.2M). $FISH.V 🔍 Read the full report below 📰 https://t.co/0C84KMSNnG Our team has published a research note on Sailfish Royalty Corp. Sailfish Royalty reported Q3 financial results including revenue of $0.9M (vs. our estimate of $0.7M) and adjusted EBITDA of $0.4M (vs. our"
X Link 2025-11-21T14:36Z [----] followers, [---] engagements
"@jeremie0117 Bouncing back nicely from the sell off. Good volume. Could be from the conference they were at yesterday $MPTI"
X Link 2025-11-21T19:20Z [----] followers, [---] engagements
"@leo_research1 Thoughts on $ALC.TO Growing nicely"
X Link 2025-11-24T00:34Z [----] followers, [---] engagements
"Solid numbers out of $LOVE.V excited for this quebec vape launch. Building out a new processing centre is a good signal for demand. 6x EBITDA 11x earnings on research capital's numbers"
X Link 2025-11-25T03:03Z [----] followers, [---] engagements
"This morning we initiated coverage on $DWS.V $DWWEF 🍷 which has made tremendous strides in its turnaround. The market has yet to notice. In H1 sales are up 21% and adjusted EBITDA margins are 18% vs. 3% last year. Our team has published an initiation report on Diamond Estates Wines & Spirit LTD. DWS has completed the early stages of a turnaround returning to profitability and growth with [----] bps of gross margin expansion since FY23 reaching positive EBITDA in FY25 and largely https://t.co/wexzGypmwj Our team has published an initiation report on Diamond Estates Wines & Spirit LTD. DWS has"
X Link 2025-11-25T16:29Z [----] followers, [---] engagements
"@BrownMarubozu I was looking at the estimates recently too and was scratching my head. Unless we are missing something $FFH.TO"
X Link 2025-11-28T04:10Z [----] followers, [---] engagements
"@CJ0pp3l You ever look at BQE Water $BQE.V Probably too small for you but they have grown revenue at a 20% CAGR for over a decade. We got research coverage on them: https://www.atriumresearch.ca/bqe https://www.atriumresearch.ca/bqe"
X Link 2025-12-04T04:50Z [----] followers, [---] engagements
"Initiating coverage on $FCLI.V 🧯🚒 With lithium ion battery fires becoming more prevalent every day FCLIs FCL-X is becoming more valuable and will be able to ramp sales quickly Our team has published an initiation report on Full Circle Lithium. Full Circle has developed FCL-X a proprietary fire-extinguishing agent for lithium-ion battery fires. FCLI is building out various sales channels including fire departments OEMs and energy storage systems https://t.co/TYFtQLf57p Our team has published an initiation report on Full Circle Lithium. Full Circle has developed FCL-X a proprietary"
X Link 2025-12-08T16:14Z [----] followers, [---] engagements
"@BlackScholesMan So that 10% organic growth number was a sandbag. LFG $MPTI"
X Link 2025-12-11T14:22Z [----] followers, [---] engagements
"Setup hasn't been this good on $DRX.TO $ADFJF in a while. If you liked it at $20 you'll love it at $9 with the business much more diversified and de-risked. Our team has published a research note on ADF Group inc. ADF Group reported Q3 results that beat expectations with stronger project execution margin recovery and a growing $497.1M backlog that positions the Company for a stronger FY27 as LAR integration progresses. $DRX.TO 🔍 https://t.co/exIBPG8Msl Our team has published a research note on ADF Group inc. ADF Group reported Q3 results that beat expectations with stronger project execution"
X Link 2025-12-11T22:27Z [----] followers, [----] engagements
"We nailed this one $VELO. @MSmicrocaps and @Atrium_Research giving investors early access to top-quality stocks before institutions get a chance to take a look. +150% in [---] months. Velo3D's ( $VELO) Arun Jeldi CEO now presenting at our our and @Atrium_Research's Starting Five Defense Live Virtual Conference - discusses history and differentiation from other metal 3D printing OEMs. Live now and replays will be available https://t.co/a0fHN05mdG https://t.co/WkNN1nfXTL Velo3D's ( $VELO) Arun Jeldi CEO now presenting at our our and @Atrium_Research's Starting Five Defense Live Virtual Conference"
X Link 2025-12-11T22:39Z [----] followers, [----] engagements
"@SimeonResearch_ You got $MPTI on your radar More of a picks and shovels play"
X Link 2025-12-23T14:15Z [----] followers, [---] engagements
"$TVK.TO Unchanged Pulled back mid-year on organic growth and valuation concerns. Blockbuster Q4 came out with revenue up 82% and EBITDA up 72%. Base portfolio grew 7% organically. Outlook was good. Nice dividend increase. Valuation makes sense here. $120K insider buy from the new CFO. @CJ0pp3l @HiddenGemsInves @SimeonResearch_"
X Link 2025-12-31T17:49Z [----] followers, [---] engagements
"$PPIH Added Climbing the rankings in my portfolio here as I added more during the pullback and the stock did well on the back of contract announcements and a strong Q3. Contract announcement validates the data center opportunity. Q3 revenue up 47% EBIT more than doubled. Management gains lots of credibility here as during Q2 they said margins will come back to normal and they actually did. Valuation still undemanding given the growth. @majgeoinvesting @KyleAdamsStocks @RodrigoLezama7 https://twitter.com/i/web/status/2006422680539365697 https://twitter.com/i/web/status/2006422680539365697"
X Link 2025-12-31T17:50Z [----] followers, [---] engagements
"$PNG.V $KRKNF Trimmed Im sorry to all the Krakheads here but I have been slowly trimming. Made huge gains on this one since C$1. Trimming from a risk management perspective. While I do believe in the opportunity for Kraken ahead I do not want it to be 10% of the portfolio given the valuation and sensitivity to any bad news/lumpy quarters. I understand that consensus is wrong and that it is cheap relative to other drone stocks this is just risk management. Not seeing any insider selling since June is a great signal tho. @DeepSailCapital @Schoonerguts @Karelw04"
X Link 2025-12-31T17:51Z [----] followers, [----] engagements
"$FTG.TO Added Great company great management great tailwinds. Stock pulled back on the quarter as they grew 11% instead of the standard 15%. Management immediately starts buying in the open market CEO bought $75K various other insiders bought as well. Expectations for [----] are quite modest at 9% topline growth which is very conservative given the activity in both defense and commercial aerospace. Valuation has expanded but still fair at 8x 2026E EBITDA or 16x 2026E earnings. @KairosPraxis @SimeonResearch_ @majgeoinvesting https://twitter.com/i/web/status/2006423071066816520"
X Link 2025-12-31T17:51Z [----] followers, [----] engagements
"@BrownMarubozu $MDA.TO Unchanged Lots of drama here. Orders cancelled but recently gained some momentum with some new ones. Backlog is still very large and supports 20% growth for years to come. Q3 was excellent with revenue up 45% EBITDA up 49%. @KairosPraxis @wealthmatica"
X Link 2025-12-31T17:55Z [----] followers, [---] engagements
"$CODA Added No news out of CODA in the last [--] months. Consensus is looking for 13% growth next year which is a major step down from the 30% in the last few years and quarters. Not sure if I believe that given the trends in defense and UUVs. However I would have expected to see some contracts lately. Wait and see name for now. @GrumpierBTDay @BlackScholesMan https://twitter.com/i/web/status/2006424332881310108 https://twitter.com/i/web/status/2006424332881310108"
X Link 2025-12-31T17:56Z [----] followers, [---] engagements
"$ZDC.V Added Averaged up on the back of the pullback after Q3 financials. Numbers were very good IMO revenue up 75% and EBITDA up 68%. US segment growing well now 36% of revenue. Manufacturing is ramping up and [----] should be huge if they can pull it off. Valuation isnt as crazy as people make it out to be. 16x 2026E EBITDA and 10x 2027E EBITDA for a company growing 50% with 35% EBITDA margins. @AB1001_disciple @KairosPraxis and @IrrationalMrkts put out some great material on this name"
X Link 2025-12-31T17:57Z [----] followers, [----] engagements
"$CSU.TO Unchanged Holding on here after adding some last quarter. Dont believe AI will destroy the biz Q3 financials showed that with revenue up 16% including 5% organic growth (3% after FX). OCF up 30% YoY. Everything is still going to plan. Mark Miller stepping in to buy $5M is a big vote of confidence. Started shifting my attention to $TOI.V see below. @BarrySchwartzBW @CJ0pp3l https://twitter.com/i/web/status/2006424879537807636 https://twitter.com/i/web/status/2006424879537807636"
X Link 2025-12-31T17:59Z [----] followers, [---] engagements
"$MPTI Unchanged Solid results and announcements from MPTI. Revenue growth of only 7% in Q3 which is below recent years levels of 15-20% but still fine. Margins slightly weaker. Backlog was the star of the show being up 48% YoY citing growth in avionics and space orders. Nice $20M a few weeks ago which I believe was a repeat order. End markets are growing key picks and shovels play for everything drones missiles space etc. @BlackScholesMan @vanckzhu @AurelionRsch https://twitter.com/i/web/status/2006425177148489934 https://twitter.com/i/web/status/2006425177148489934"
X Link 2025-12-31T18:00Z [----] followers, [---] engagements
"$VST.CN Added Bit of a clusterfuck on the mgmt communications side of things but the biz is doing well. $NURS.V quarter came in slightly below estimates but objectively strong. Revenue more than doubled and now profitable. Setting up their partner network to lay the foundation for growth. Basically management dropped the ball by referencing orders delivered rather than orders placed causing some confusion and dropping the stock. They clarified things on the VST discord I bought some more shares. Later announced they hit the original plan of 1.3M orders placed good set up for [----] valuation"
X Link 2025-12-31T18:01Z [----] followers, [----] engagements
"$VLN.TO Trimmed Quiet three months for Velan. Signed a $20M contract with OPG. Q3 was slightly weak and the backlog was up 4%. Stock has been drifting up not really sure why. Perhaps just due to capital flowing into nuclear defense and LNG stocks. Still waiting for the buyout. Started trimming as I have made good gains (+50%) and there are better ideas that are actually executing. I would have expected some more contracts by now. @CDNValueInvestr @everyonehatesp1 @BitMoreLeverage https://twitter.com/i/web/status/2006425578421854503 https://twitter.com/i/web/status/2006425578421854503"
X Link 2025-12-31T18:01Z [----] followers, [---] engagements
"$DBO.TO New Position I caved and bought it after it ran up significantly. The opportunity actually aligns with my investment style very closely so I am not sure why I didnt buy sooner. Dont want to beat a dead horse which is already a fintwit favourite; refer to @JonCukierwar's writeup. Nice consistent insider buying despite the stock ripping. Will keep adding here to get to a decent position size. @Stocks_Stones @ragingbullcap https://twitter.com/i/web/status/2006426139552624941 https://twitter.com/i/web/status/2006426139552624941"
X Link 2025-12-31T18:04Z [----] followers, [---] engagements
"Our takeout series is back to due popular demand The takeout portfolio has returned 37% annualized since inception in late [----]. 📈 📈 📈 Please see below for the updated list of takeout candidates and a review of trends we are seeing. Our team has published the fifth installment of our series on takeouts in Canadian small-caps. The report covers the recent acquisitions in the space and presents an updated portfolio of takeout candidates. The takeouts portfolio has returned 37% annualized since inception. 🔍 https://t.co/hHGLaVI9co Our team has published the fifth installment of our series on"
X Link 2026-01-06T16:49Z [----] followers, [---] engagements
"@Oddhootcapital @Atrium_Research Average return if you bought every stock when we initiated coverage on is 135%. Including two 10-baggers"
X Link 2026-01-15T03:29Z [----] followers, [--] engagements
"$LOVE.V Added I was up nicely on this before the big run up but I keep averaging up. Genuinely think this is the best risk-reward setup in the portfolio and will keep adding. Various positive announcements in Q4 but the standout was the financials; revenue up 21% gross profit up 68% adj. EBITDA up 102%. Has a stronghold in the Quebec vape launch. You are paying 5x EBITDA for a company growing revenue 20% with expanding margins. Market still hates the sector and it will take time. @Stocks_Stones @maxwellhouse99 @FelkerJosh @jeremie0117 https://twitter.com/i/web/status/2006423734047867288"
X Link 2025-12-31T17:54Z [----] 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
"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. $BQE.V 🔍 Read the full report below 📰 Disclosure:"
X Link 2025-07-31T21:22Z [----] followers, [----] engagements
"$BQE.V $BTQNF Nice move on the stock yesterday. Market starting to believe that the technical services growth is sustainable Our team has published a research note on BQE Water. BQE reported Q3 financial results. The quarter was driven by strong performance from the technical services segment; however we expect the recurring operations segment to resume growth over the coming quarters. $BQE.V 🔍 https://t.co/zkxDz9vAp2 Our team has published a research note on BQE Water. BQE reported Q3 financial results. The quarter was driven by strong performance from the technical services segment;"
X Link 2025-11-29T17:15Z [----] 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 $HPS.A where analysts were looking for something silly like 5% growth. Then the stock rips when they more than doubled tha"
X Link 2026-02-05T03:56Z [----] followers, [---] engagements
"$LGCY still going beastmode. Ripping AH"
X Link 2026-02-12T21:19Z [----] 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
"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
"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
"@BrownMarubozu @KairosPraxis @wealthmatica $TOI.V New Position Echoing the same comments as above on $CSU.TO but $TOI.V has slightly better growth and as such is slightly more expensive. I think this can return low-teens going forward pretty consistently at this price if they keep doing what they are doing"
X Link 2025-12-31T18:02Z [----] followers, [----] engagements
"$IMP.TO $ITMSF Trimmed Weak quarter guidance was pushed into [----]. Mgmt should not put out guidance if they arent 100% sure they can achieve it. Indonesia contract decision pushed [--] weeks not an amazing sign but we will see. Thesis has not played out still holding a small position because I like the tech they have and the asymmetry if things go their way. There are better stocks actually executing right now. @MoneyMarkStocks https://twitter.com/i/web/status/2006425937101938842 https://twitter.com/i/web/status/2006425937101938842"
X Link 2025-12-31T18:03Z [----] 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
"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
"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
"@Atrium_Research Amerigo & chill $ARG.TO $ARREF"
X Link 2025-12-10T19:08Z [----] followers, [---] engagements
"$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
"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% $DBO.TO - 1% Lets run it 👇 https://twitter.com/i/web/status/2006421756001587521 https://twitter.com/i/web/status/2006421756001587521"
X Link 2025-12-31T17:46Z [----] followers, 13.6K engagements
"I have started to think that becoming much more diversified makes sense in this market given that there seems to be multi-bagger opportunities popping up everywhere. Not saying that the market is cheap. Getting more at-bats/shots-on-goal is a better strategy in the current regime as idea generation is becoming easier via fintwit. I will shoutout @Atrium_Researchs takeouts portfolio that is equally weighted across [--] top multi-bagger ideas and has largely beat the market. You dont need a 30% weighting in [--] high conviction name to do well"
X Link 2025-12-31T17:47Z [----] followers, [---] engagements
"$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
"🔍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
"@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
"Notebook LLM is insane. Look at this summary of our thesis in $DWS.V"
X Link 2026-02-11T17:05Z [----] 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
"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
"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% $LOVE.V 3% Thoughts on each below 💭 https://twitter.com/i/web/status/1939865654951116887 https://twitter.com/i/web/status/1939865654951116887"
X Link 2025-07-01T01:56Z [----] followers, 28.9K engagements
"$OMG.V officially hits 10-bagger status for @Atrium_Research. We initiated coverage at $0.09/share in January 2023"
X Link 2025-08-18T18:56Z [----] followers, 11.8K 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
"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
"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
"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 $VELO Our team has published a research package for the Starting 5: Defense Virtual Conference that we are co-hosting with Maj Soueidan from GeoInvesting LLC and MS Microcaps. The booklet includes a Company Spotlight report on all the presenting companies. 🔍 Read the report below https://t.co/jX4xJZ0rLV Our team has"
X Link 2025-10-16T15:58Z [----] followers, 14.9K engagements
"Our team has published a research package for the Starting 5: Defense Virtual Conference that we are co-hosting with Maj Soueidan from GeoInvesting LLC and MS Microcaps. The booklet includes a Company Spotlight report on all the presenting companies. 🔍 Read the report below 📩 Sign up for the virtual conference here: https://cutt.ly/ar3ifjp4 https://cutt.ly/ar3ifjp4"
X Link 2025-10-16T12:21Z [----] followers, 13.7K engagements
"$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
"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
"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 opportunities. 🔍 Read the full report below"
X Link 2025-07-21T13:48Z [----] followers, 33.3K 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
"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
"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
"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
"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 could total nearly $400M if extended. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group"
X Link 2025-07-23T14:16Z [----] followers, [----] engagements
"$FTG.TO top pick from Jeff Tory at the Cantech Conference today"
X Link 2025-10-09T23:34Z [----] followers, 11.5K engagements
"15 bagger now $OMG.V We also wrote a note at $0.035/share (39 bagger) in late [----] but who's counting 😅 $OMG.V officially hits 10-bagger status for @Atrium_Research. We initiated coverage at $0.09/share in January [----]. https://t.co/At4PwXLkIZ $OMG.V officially hits 10-bagger status for @Atrium_Research. We initiated coverage at $0.09/share in January [----]. https://t.co/At4PwXLkIZ"
X Link 2025-09-26T18:02Z [----] followers, [----] engagements
"$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
"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 of its work-sharing program and the acquisition of LAR. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group https://twitter.com/i/web/status/1966157184808390813 https://twitter.com/i/web/status/1966157184808390813"
X Link 2025-09-11T15:09Z [----] followers, [----] engagements
"$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
"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
"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. $BQE.V 🔍 Read the full report below"
X Link 2025-05-30T12:46Z [----] followers, [----] engagements
"$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
"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. $FISH.V 🔍 Read the full report below"
X Link 2025-04-25T13:54Z [----] followers, [----] engagements
"BUT SPONSORED RESEARCH IS BIASED HOW CAN THIS BE 🤯🤯🤯 @Atrium_Research picking the right stories and using research as a professional marketing tool. Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of the Companies Mentioned https://t.co/W42iSsUxln Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰"
X Link 2025-10-02T15:30Z [----] followers, [----] engagements
"Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of the Companies Mentioned"
X Link 2025-10-02T12:33Z [----] followers, [----] engagements
"$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
"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: 📰 Disclosure: Disseminated on Behalf of Dynacor Group https://youtu.be/FRXD_ZQA1WY https://youtu.be/FRXD_ZQA1WY"
X Link 2025-07-10T12:36Z [----] 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
"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
"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. $DRX.TO 🔍 Read the full report below"
X Link 2025-06-10T14:54Z [----] followers, [----] engagements
"$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
"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
"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 and it continues to capture market share. $ROMJ.V 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Rubicon Organics"
X Link 2025-10-15T12:31Z [----] 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
"Albertas ATB Financial buys investment bank Cormark Securities https://www.theglobeandmail.com/business/article-albertas-atb-financial-buys-investment-bank-cormark-securities/utm_source=dlvr.it&utm_medium=twitter https://www.theglobeandmail.com/business/article-albertas-atb-financial-buys-investment-bank-cormark-securities/utm_source=dlvr.it&utm_medium=twitter"
X Link 2025-08-11T11:36Z 1.8M followers, 11.5K 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
"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 $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v"
X Link 2025-10-18T20:41Z [----] followers, [----] engagements
"$DRX.TO acquisition looks pretty good. We will learn more upon closing and on their Q2 earnings call Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read https://t.co/kYUqMtLC3D Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors"
X Link 2025-09-03T00:06Z [----] followers, [----] engagements
"Our team has published a research note on ADF Group Inc. ADF entered into an agreement to acquire Groupe LAR Inc. for $19M. LAR operates in the machining welding and industrial mechanics sectors primarily focusing on the large-scale hydroelectricity market. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group"
X Link 2025-09-02T16:07Z [----] 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
"🌟 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 connections. A huge thank you to everyone who attended and contributed to another successful event. We hope you enjoyed the presentations and found some new names for your watchlist. 🥂 We look forward to building on this momentum and creating even more opportunities for collaboration. 🟣 $NCI.V - Adam Zaghloul 🟣 $BLM.V -"
X Link 2025-09-19T15:57Z [----] 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
"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 across Canada. $DRX.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of ADF Group"
X Link 2025-10-29T16:14Z [----] followers, [----] engagements
"Nice insider buy on $FTG.TO $FTGFF"
X Link 2025-08-29T17:58Z [----] followers, [----] 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
"On site today with @NikoDankCannara at the $LOVE.V Valleyfield facility. The scale of this place is truly insane Cannara is doing all the right things"
X Link 2025-05-27T20:27Z [----] followers, [----] engagements
"$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
"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"
X Link 2025-05-15T13:12Z [----] 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
"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 contracts setting up for a strong H2. $BQE.V 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of BQE Water"
X Link 2025-08-29T12:40Z [----] followers, [----] engagements
"Atrium is [--] years old 👶 Thank you to everyone who has supported us over the years. Stay tuned for the next [--] years and let's see what we can achieve 🥂 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with thousands of investors it's been an exciting journey and were just getting started. Thank you to our clients subscribers https://t.co/qqlppC2M6M 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with"
X Link 2025-11-07T17:59Z [----] followers, [----] engagements
"🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with thousands of investors it's been an exciting journey and were just getting started. Thank you to our clients subscribers and supporters who made it all possible. Heres to a bigger and better year [--] 🚀 📈"
X Link 2025-11-07T14:44Z [----] followers, [----] engagements
"$MDA.TO and $LOVE.V saving me from the downturn today fr"
X Link 2025-08-01T20:47Z [----] followers, [----] engagements
"$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
"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
"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 Behalf of BQE Water"
X Link 2025-07-31T12:34Z [----] followers, [----] engagements
"Finally caved.buying $VST.CN"
X Link 2025-09-23T16:16Z [----] followers, [----] engagements
"$MDA.TO will be fine. Another overreaction"
X Link 2025-09-09T02:45Z [----] 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
"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://open.substack.com/pub/mscliffnotes/p/final-day-were-live-in-60-minutesr=37l5ug&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/mscliffnotes/p/final-day-were-live-in-60-minutesr=37l5ug&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-10-29T16:40Z [----] followers, [----] engagements
"Decent contract $VLN.TO $VLNSF"
X Link 2025-10-20T19:55Z [----] 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
"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 acquire scale and exit assets at attractive returns. $GEC.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Global Education Communities"
X Link 2025-08-25T12:35Z [----] followers, [----] engagements
"$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
"On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar EW missile guidance and secure communications. Attendance holding strong at 50"
X Link 2025-10-27T18:06Z [----] followers, 13.7K engagements
"$MDA.TO is on an absolute tear. Took long enough"
X Link 2025-07-18T18:37Z [----] 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
"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 $HAI.TO https://twitter.com/i/web/status/1981716960703336525 https://twitter.com/i/web/status/1981716960703336525"
X Link 2025-10-24T13:38Z [----] followers, 17.7K engagements
"Nice little shoutout @Atrium_Research $DRX.TO Small caps to watch: ADF Group Transat Information Services and more https://t.co/4UO3H40f73 Small caps to watch: ADF Group Transat Information Services and more https://t.co/4UO3H40f73"
X Link 2025-09-13T03:05Z [----] followers, [----] engagements
"Small caps to watch: ADF Group Transat Information Services and more https://www.theglobeandmail.com/investing/markets/inside-the-market/article-small-caps-to-watch-adf-group-transat-information-services-and-more/utm_source=dlvr.it&utm_medium=twitter https://www.theglobeandmail.com/investing/markets/inside-the-market/article-small-caps-to-watch-adf-group-transat-information-services-and-more/utm_source=dlvr.it&utm_medium=twitter"
X Link 2025-09-12T12:31Z [----] followers, [----] engagements
"@KyleAdamsStocks Tooting my own horn a bit here but try to press them on doing some actual investor relations (or sponsored research) rather than throwing their hands up with the strategic review. If they can grow at 20% per year for the next few years then they absolutely shouldn't be exiting"
X Link 2025-09-19T01:39Z [----] followers, [---] engagements
"$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
"$ZDC.V still killing it. Above consensus. Par for the course now lmao"
X Link 2025-11-13T01:17Z [----] followers, [----] engagements
"Buying more $PPIH and $CODA"
X Link 2025-09-15T19:21Z [----] followers, [----] engagements
"$ZDC.V going beastmode. Long runway $zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://t.co/XRAujOJNPD $zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://t.co/XRAujOJNPD"
X Link 2025-05-22T01:00Z [----] followers, [---] engagements
"$zdc.v Q1-25 out. [---] towers deployed with 90% utilization 💥 https://www.newsfilecorp.com/release/253006 https://www.newsfilecorp.com/release/253006"
X Link 2025-05-22T00:46Z [---] followers, [----] engagements
"Massive moves on $PNG.V and $IMP.TO todaysomething is brewing"
X Link 2025-06-07T01:19Z [----] 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
"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 Company only trading at 2.0x Adj. EBITDA. $VAPE 🔍 Read the full report below. 📰 Disclosure: Disseminated on Behalf of CEA Industries Inc"
X Link 2025-06-25T12:28Z [----] followers, [----] engagements
"Hot off the press 🔥 New initiation report on $NAMM following its de-spac Our team has published an initiation report on Namib Minerals. Namib Minerals is a Zimbabwe-based gold producer with one operation in production and two past producing projects with restart potential.With over 4Moz of gold resources across its assets we see strong potential for https://t.co/pTBw9Fkzrh Our team has published an initiation report on Namib Minerals. Namib Minerals is a Zimbabwe-based gold producer with one operation in production and two past producing projects with restart potential.With over 4Moz of gold"
X Link 2025-08-15T14:43Z [----] followers, [----] engagements
"Our team has published an initiation report on Namib Minerals. Namib Minerals is a Zimbabwe-based gold producer with one operation in production and two past producing projects with restart potential.With over 4Moz of gold resources across its assets we see strong potential for Namib Minerals to ramp production significantly over the coming years. $NAMM 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Namib Minerals"
X Link 2025-08-15T13:11Z [----] followers, [----] engagements
"$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 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. $FISH.V 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Sailfish Royalty"
X Link 2025-09-30T14:58Z [----] followers, [----] engagements
"$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
"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 quarter and increased the quarterly dividend by 33% representing a 5.88% yield. $ARG.TO 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of Amerigo Resources"
X Link 2025-10-29T13:31Z [----] followers, [----] engagements
"@BofaCapital Yessir $FTG.TO. Other favourites include $IMP.TO $DNG.TO $ZDC.V"
X Link 2025-10-22T00:23Z [----] followers, [---] engagements
"$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
"$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
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing