Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 5, 2026 | Atrium Research | 21.0% | 170.0% | ARG.TO, BQE.TO, CAPT.TO, CUU.TO, DNG.TO, DRX.TO, EDG.TO, FCLI.TO, FRG.TO, GIGA.TO, LVG.TO, MSA.TO, MTT.TO, NFLD.TO, NKG.TO, OGO.TO, REG.TO, RIO.TO, SCZ.TO, SPA.TO | Canada, commodities, Copper, Exploration, gold, Mining, Silver, Small-cap | Multiple gold mining companies delivered strong performance with several high-grade discoveries and resource expansions. Companies like Spanish Mountain Gold, Endurance Gold, and Omai Gold reported significant drill results and resource growth potential. Copper-focused companies showed strong performance driven by supportive commodity prices. Copper Fox Metals was the best performer at +127% in Q4, while Amerigo Resources benefited from strong copper prices and debt-free status. Silver mining companies demonstrated exceptional performance with Capitan Silver up +613% YoY and Santacruz Silver up +988% YoY. Companies benefited from rising silver prices and high-grade discoveries. Small-cap mining companies across the coverage universe delivered outsized returns, with 18 companies posting gains of more than 20% during Q4. Performance was broad-based across various commodities and development stages. Full Circle Lithium emerged as a unique play in lithium fire suppression technology, manufacturing FCL-X for extinguishing lithium-ion battery fires with strong sales channel development and rapid scaling expectations. BQE Water secured a landmark 20-year contract with the BC government to operate the Britannia Mine Water Treatment Plant, representing the largest operations agreement in company history for treating mine-impacted water. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Substack | PP Invest 007 | BQE Water | Environmental Services | Water Treatment | Bull | Toronto Stock Exchange | cyclical industry, environmental regulations, green mining, Mining, patented technologies, project delays, recurring revenue, revenue stability, sustainable practices, water treatment | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||