top of page
Aerial View of Mining

Research Notes

Our team has been covering the mining sector for multiple decades already. We've built the relationships, stress-tested the models and to this day still closely follow some of the more unique names. Our select analysis and opinions are highlighted in our Research Notes, below.

Whether near production or post-discovery, we find that the best opportunities are in the commodities benefiting from specific secular tailwinds which we see as having an increasing long-term impact on society. Some of these themes include decarbonization, energy transition and an ever changing geo-political and rate backdrop.

 

 

 

DISCLAIMER: HoldCo Markets did not receive any form of compensation from the company or companies written about in Research Notes. Conclusions and opinions expressed in the reports have been formulated independently and objectively. Research Notes are strictly an expression of our views and opinions. No compensation was received for any Research Notes publication or for its distribution. As a non IIROC registered company, HoldCo Markets Advisory Inc. neither provides investment banking services nor does it make a market in any securities written about in Research Notes

Research Notes

Screenshot 2024-01-18 at 11.33.55 AM.png
Peninsula Energy (PENMF)

May 15, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
enCore & Peninsula

March 22, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
Arizona Sonoran (ASCU)

February 26, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
Uranium Price Update

January 26, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
Energy Fuels (UUUU)

May 8, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
Ur-Energy (URG)

March 10, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
Fission Uranium (FCU)

February 16, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
Laramide Resources (LAM)

January 15, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
SPUT & Yellowcake

April 30, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
SPUT & Yellowcake

March 1, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
SPUT & Yellowcake

February 1, 2024

Screenshot 2024-01-18 at 11.33.55 AM.png
SPUT & Yellowcake

January 2, 2024

bottom of page