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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.

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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

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IsoEnergy (ISO)

October 4, 2024

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SPUT & Yellowcake

September 1, 2024

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North American U Update

July 29, 2024

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Fission Uranium (FCU)

June 24, 2024

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SPUT & Yellowcake

October 1, 2024

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Ur-Energy (URG)

August 13, 2024

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Uranium Price Update

July 16, 2024

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enCore Energy (EU)

June 18, 2024

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Laramide Resources (LAM)

September 9, 2024

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Peninsula Energy (PENMF)

August 1, 2024

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SPUT & Yellowcake

July 1, 2024

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Denison Mines (DML)

June 4, 2024

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