Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Atrium Research Ben Pirie & Nicholas Cortellucci | “Mayfair Gold is an exploration and development company advancing the multi-million-ounce Fenn-Gib gold deposit located in Ontario's established Timmins camp. The core thesis rests on a phased development strategy that accelerates initial cash flow generation while lowering initial execution risks. The project's financial model demonstrates compelling unit economics, showcasing an after-tax net present value exceeding $1 billion and a capital payback period under two years at prevailing elevated gold prices. Phasing the mine plan optimizes upfront capital intensity and enhances the internal rate of return by targeting higher-grade, near-surface reserves first. Crucial catalysts feature mine permitting milestones leading toward construction in 2028 and targeted first gold pour in 2030. Downside risks involve construction capital inflation, project financing conditions, and potential execution slippage during mine development.” | BULL | Q3 2026 Oct 2, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.