CEM retweeted
AI is creating a copper problem the mining industry cannot solve overnight.
As data centres, electrification, and grid expansion push global copper demand about 50% higher to 42 million tonnes by 2040, the supply side faces a major bottleneck, with new mines taking roughly 17 years to move from discovery to production.
Here’s why investors are paying attention:
• Copper demand is rising faster than new mines can be developed, with @SPGlobal projecting a potential 10-million-tonne annual supply shortfall by 2040.
• That widening gap is putting a premium on copper projects with scale, infrastructure, strong jurisdictions, and a credible path toward production before supply constraints deepen.
That backdrop is putting companies across the copper development curve into focus, including past CEM Top Picks @FaradayCopper (TSX: $FDY.TO | OTCQX: $CPPKF), @AldebaranInc (TSXV: $ALDE.V | OTCQX: $ADBRF), and @copper_gunnison (TSX: $GCU.TO | OTCQB: $GCUMF), each offering exposure to projects positioned around the market’s growing need for new copper supply.
See where investor attention is shifting across the copper development curve in the latest @investorbrkt Inflection Point: bit.ly/4xH4q1O
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@FarhanLalani, @NCurrie, @RyanIverson_
#Copper #Mining #Investing #CriticalMinerals #Commodities
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CEM retweeted
For decades, Japan helped keep global borrowing costs low. That anchor may finally be breaking.
Japan’s 10-year bond yield has reached 3% for the first time since 1996, while borrowing costs are also rising in the U.S., Germany, and the U.K. For investors, the bigger question is whether this marks the start of a longer period of higher rates, with consequences for mortgages, businesses, and stock valuations.
Watch the full Weekly Insight video to see CEM Portfolio Manager @RyanIverson_ break down the global bond selloff and the other stories investors are watching this week: bit.ly/4yqtEC5
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@FarhanLalani, @NCurrie
#BondMarket #InterestRate #GlobalMarket #Investing #Economy
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CEM retweeted
The 2026 Bermuda Capital Event is just days away, bringing together 54 issuers and more than 60 investors for three days of curated meetings, networking, and idea generation.
This year’s lineup features companies with market caps ranging from about C$10 million to more than C$1 billion, creating a broad opportunity set for investors watching the small and micro-cap market.
Watch the full Weekly Insight video where @RyanIverson_ covers the Bermuda Capital Event, Canada’s mixed economic signals, and the rise of prediction markets: bit.ly/4e3LvHW
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@FarhanLalani, @NCurrie
#Investing #CapitalMarkets #Finance #SmallCap #StockMarket
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CEM retweeted
What’s driving this potash company’s back-to-back investor recognition?
After standing out at the AlphaNorth Capital Event, @CorpPotash (NYSE: $GRO) has been named a Top Five Pick again at the Scottsdale Capital Event, a rare repeat that signals continued investor conviction.
At the centre is the fully permitted Autazes Project, targeting ~2.4 million tonnes annually. With over 90% of future production committed and more than $270 million invested to date, it is positioned among Latin America’s largest potash developments.
Want the full Spotlight on how Brazil Potash is building a large-scale potash asset? Subscribe to the @investorbrkt newsletter this upcoming Thursday: bit.ly/4gj3yaY
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@FarhanLalani @NCurrie @RyanIverson_
#Potash #Commodities #Markets #Investing #Economy
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CEM retweeted
Investors picked this data centre company as their repeat fan favourite.
@CarrierCDS (TSXV: $CCDS | OTCQB: $CCDSF | WKN: A40XB1) earned a Top Pick ranking at Scottsdale 2026 as investors backed a company building a national data centre platform through active acquisitions and $10.5 million in fresh financing.
Watch the full Weekly Insight video to hear @RyanIverson_ cover the full breakdown on Carrier Connect and the rest of the Scottsdale Top Five Picks: bit.ly/41GEsOd
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@FarhanLalani @NCurrie
@mbinn
#DataCentres #Infrastructure #Investing #Markets #Stocks
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CEM retweeted
"There was clear interest in companies tied to essential supply, hard assets, and infrastructure with real market needs. In a choppy market, that tends to stand out." — @RyanIverson_, CEM Partner and Portfolio Manager.
After the largest turnout in Scottsdale Capital Event history, the Investor Breakout Exchange has named its Top Picks and Outstanding Performers from 70 attending companies.
From hundreds of one-on-one investor meetings and a market laser-focused on scarcity and supply, five companies stood out:
• @CarrierCDS (TSXV: $CCDS | OTCQB: $CCDSF | WKN: A40XB1)
• @CorpPotash (NYSE: $GRO)
• @AldebaranInc (TSXV: $ALDE | OTCQX: $ADBRF)
• @AlturaEnergyCo (TSXV: $ALTU | OTCQB: $ALTUF | FSE: Y020)
• @copper_gunnison (TSX: $GCU | OTCQB: $GCUMF | FSE: 3XS0)
Stay tuned for the upcoming Spotlights on each Top Pick by subscribing to the Investor Breakout newsletter: bit.ly/4mwPgrH
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@FarhanLalani @NCurrie
#SmallCap #CapitalMarkets #Finance #Investing #StockMarket
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CEM retweeted
What if gold extraction no longer required toxic chemicals?
@Rzolvtech (TSXV: $RZL | OTCQB: $RZOLF | FSE: S711) turned heads at the 2026 Whistler Investment Conference, earning Top Five Pick for developing a cyanide-free, water-based extraction system designed to solve one of mining's most controversial problems.
Here's why investors are paying attention:
• With more than $8 million invested and a 2.5-ounce gold bar already poured in Arizona, the system is built to scale to 100 tonnes per day with a path to over $1 million per month in revenue.
• Targeting a USD$405 billion gold-processing market with additional exposure to a USD$770 billion critical minerals opportunity.
Discover how RZOLV is working to make gold extraction cleaner, safer, and more sustainable for the mining industry on their @investorbrkt Spotlight: bit.ly/4dPhOdK
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Presented by @MarketOneMedia & @CapitalEvent
@FarhanLalani @NCurrie
#Mining #Gold #MiningTech #CleanTech #Commodities
Please see our disclaimer: bit.ly/4qur8b2
CEM retweeted
A breakout discovery in Timmins, Ontario, one of Canada’s most productive mining areas, is putting this gold explorer on the radar.
Fresh off its Top Five Pick recognition at the 2026 Whistler Investment Conference, @OnyxGoldCorp (TSXV: $ONYX | OTCQX: $ONXGF) is moving beyond a single discovery at Argus North toward defining scale in a district that has produced over 76 million ounces of gold.
Here's why investors are paying attention:
• Argus North, Onyx Gold’s primary discovery, is delivering broad, high-grade intercepts, pointing to a potentially district-scale system across eight kilometres of largely undrilled strike.
• With over $25 million in cash and no debt, Onyx is fully funded to advance its 75,000-metre drill program with no near-term dilution risk.
Get the full breakdown on what comes next for Onyx Gold as drilling continues in their @investorbrkt Spotlight: bit.ly/3PWKAz4
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@FarhanLalani @NCurrie @RyanIverson_
#Canada #Mining #Exploration #Gold #PreciousMetals
Please see our disclaimer: bit.ly/4qur8b2
CEM retweeted
A basin-scale offshore story just turned heads in Whistler.
@bluenergiesltd (TSXV: $BLU) was named a Top Five Pick at the 2026 Whistler Investment Conference, drawing attention to its position in a frontier deepwater oil play offshore Liberia.
Here’s why this company is catching investors’ attention:
• Partnered with TotalEnergies and surrounded by major industry players like @exxonmobil and @Chevron, the company is moving toward important 2026 milestones.
• Holds roughly 40% of the Harper Basin across three offshore blocks, giving BluEnergies rare scale in a largely undrilled deep water region.
Want a deeper look at the opportunity taking shape offshore Liberia? Subscribe to the @investorbrkt newsletter to read the full Spotlight: bit.ly/4lrJiIe
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@FarhanLalani @NCurrie @RyanIverson_
#Energy #Oil #Gas #Investing #Exploration
Please see our disclaimer: bit.ly/4qur8b2
CEM retweeted
Investors just gave this company back-to-back Top Pick recognition.
@AtlasSalt (TSXV: $SALT | OTCQX: $SALQF | FSE: 9D00) was selected as a Top Five Pick at the 2026 Whistler Investment Conference, after first being named a Top Pick just months earlier.
The company is advancing the Great Atlantic Salt Project, a potential large-scale underground salt mine that could become one of North America’s next major salt operations, supported by an expanded partnership with Sandvik Mining, which provides development support of ~CAD$132 million.
Watch the full Weekly Insight to hear @RyanIverson_ explain why Atlas Salt continues to stand out and what other market signals are emerging this week: bit.ly/4b1uPzg
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@FarhanLalani @NCurrie
#Salt #Mining #Investing #SaltMine #NaturalResources
Please see our disclaimer: bit.ly/4qur8b2
CEM retweeted
Out of 60 companies at the 2026 Whistler Investment Conference, @ScottieCorp (TSXV: $SCOT | OTCQB: $SCTSF | FSE: SR80) was selected as the number one Top Pick.
With a defined 703,000-ounce gold resource and a clear path toward near-term development in British Columbia’s Golden Triangle, Scottie is no longer just a drill story.
Here’s why they’re catching investors’ attention:
• Holds ~CAD$39 million in its treasury, and with an economic study already completed, the company is shifting its focus from being an explorer to an emerging developer through resource upgrades, engineering work, and development planning.
• Supported by strategic and long-term partners, including the likes of Ocean Partners, Ross Beaty, and @FrancoNevadaFNV, Scottie is poised to capitalize on rising gold prices through multiple development pathways and additional resource growth.
Want to discover what separates Scottie from typical exploration stories? Subscribe to the @investorbrkt newsletter to read the full Spotlight: bit.ly/4aLAdX0
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@FarhanLalani @NCurrie @RyanIverson_
#Gold #Mining #Resources #Investing #PreciousMetals
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CEM retweeted
This oil and gas explorer with major backing just stood out at CEM Whistler 2026.
BluEnergies (TSXV: BLU) is developing ~8,900 square kilometres in Liberia’s deepwater Harper Basin, targeting large offshore underground formations that share similar characteristics with other major offshore oil discoveries.
What caught investor attention was the combination of scale, timing, and its partnership with @TotalEnergies, one of the seven oil supermajors, a setup that positions the project toward a meaningful inflection point.
Watch the full Weekly Insight to hear @RyanIverson_ explain why BluEnergies earned a Top Five ranking and what other signals are emerging across markets this week: bit.ly/4attRdj
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@FarhanLalani @NCurrie
#Energy #Oil #Gas #Investing #Exploration
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CEM retweeted
60 companies. 1,080 meetings. $12 billion in combined market value.
CEM Whistler 2026 brought top-tier investors and real conversations under one roof.
Leading investors from @AlphaNorthAsset, Leede, @VentumFinancial, @CGWM_CA, @HaywoodSec, Water Street Assets, @iaprivatewealth, XIB Asset Management, Research Capital, and more spent the weekend evaluating companies positioned to perform in a selective, execution-driven market.
The result? A gathering at the Investor Breakout Exchange where they outlined their favourites, highlighting the companies gaining traction before the broader market catches on.
Subscribe to the @investorbrkt newsletter for the full results and upcoming events: bit.ly/4gj3yaY
Congratulations to the Top Picks:
• @ScottieCorp (TSXV: $SCOT | OTCQB: $SCTSF | FSE: SR80)
• BluEnergies Ltd. (TSXV: $BLU)
• @AtlasSalt (TSXV: $SALT | OTCQX: $SALQF | FSE: 9D00)
• @OnyxGoldCorp (TSXV: $ONYX | OTCQX: $ONXGF)
• RZOLV Technologies Inc. (TSXV: $RZL | FSE: S711)
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@FarhanLalani @NCurrie @RyanIverson_
#Investing #Stocks #Resources #Mining #Technology
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CEM retweeted
This gold company earned the No.1 ranking at the 2026 Whistler Capital Event.
@ScottieCorp (TSXV: $SCOT | OTCQB: $SCTSF | FSE: SR80) has advanced the project into a growing high-grade development story, with 700,000+ ounces defined and a 1.5-kilometre mineralized corridor at the Blueberry Contact Zone.
What stood out to investors was not just the resource growth but the execution. In 2025, Scottie moved a bulk sample from permitting to mining, shipment, and sale in under a year, generating ~CAD$10 million and demonstrating operational agility within a clear development pathway.
Watch the full Weekly Insight to hear @RyanIverson_ explain why Scottie earned the top ranking and what other signals are emerging across markets this week: bit.ly/4attRdj
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Presented by @MarketOneMedia & @CapitalEvent
@FarhanLalani @NCurrie
#Gold #Mining #Resources #Investing #PreciousMetals
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CEM retweeted
Why was @CarrierCDS (TSXV: $CCDS | OTCQB: $CCDSF | WKN: A40XB1) named a Top Pick at AlphaNorth 2026?
Carrier Connect is acquiring profitable Tier II and III data centres, with four operating today and four to six more planned in 2026, targeting ~CAD$15M in annual recurring revenue within one to two years.
Why this data centre platform is capturing investor attention:
• They provide exposure to a supply-constrained data centre market projected to grow from ~USD$430B today to over USD$1.1T by 2035
• The company acquires cash-flowing data centres with modern infrastructure and available capacity, positioning the platform for scale and potential valuation upside
Follow the next phase of Carrier Connect’s growth by subscribing to the @investorbrkt newsletter to read the full Spotlight: bit.ly/3ZDwMLJ
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@FarhanLalani @NCurrie @RyanIverson_
#DataCentres #Infrastructure #Investing #Markets #Stocks
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CEM retweeted
“By the time the Super Bowl kicked off on Sunday, after a day of one-on-one meetings, nerves had given way to execution and capital was backing delivery over promises,” — @RyanIverson_, CEM Partner and Portfolio Manager.
Last weekend’s Investor Breakout Exchange in Whistler delivered a clear set of Top Picks and Outstanding Performers, shaped by direct engagement between issuers and some of Canada’s top investors.
From a broader group representing ~$12 billion in market value, five companies distinguished themselves through execution, traction, and credibility:
• @ScottieCorp (TSXV: $SCOT | OTCQB: $SCTSF | FSE: SR80)
• BluEnergies Ltd. (TSXV: $BLU)
• @AtlasSalt (TSXV: $SALT | OTCQX: $SALQF | FSE: 9D00)
• @OnyxGoldCorp (TSXV: $ONYX | OTCQX: $ONXGF)
• RZOLV Technologies Inc. (TSXV: $RZL | FSE: S711)
Want the full breakdown behind Whistler’s Top Picks? Subscribe to the @investorbrkt newsletter: bit.ly/46zAYzQ
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@FarhanLalani @NCurrie
#Whistler2026 #CapitalMarkets #Investing #Markets #Stocks
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CEM retweeted
Big capital, real scrutiny, and clear execution converged at AlphaNorth 2026 in the Bahamas.
68 companies. 13 sectors. ~1,200 meetings. Leading investors from Leede, @cibc, Research Capital, Hampton Securities, Scotia Wealth Management, @iaprivatewealth, @VentumFinancial, and National Bank were in the room to identify companies positioned to perform in a selective and volatile market.
The result? The Investor Breakout Exchange delivers early access to the companies gaining traction before the broader market catches on.
Subscribe to the Investor Breakout newsletter for full results and upcoming events: bit.ly/4gj3yaY
Congratulations to the Top Picks from AlphaNorth:
• @CorpPotash (NYSE American: $GRO)
• @WhiteGoldCorp (TSXV: $WGO | OTCQX: $WHGOF)
• TempraMed (CSE: $VIVI | FSE: 9DY)
• @CarrierCDS (TSXV: $CCDS | OTCQB: $CCDSF | WKN: A40XB1)
• @NeuPathHealth (TSXV: $NPTH)
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@FarhanLalani @NCurrie @RyanIverson_
#AlphaNorth2026 #Investing #Markets #Stocks #Finance
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CEM retweeted
Why does this gold name keep landing at the top of investor rankings?
That question resurfaced at AlphaNorth Capital Event 2026, where @WhiteGoldCorp (TSXV: $WGO | OTCQX: $WHGOF) delivered another strong showing, adding to its recent Top Pick recognition at the Muskoka Capital Event. When the same name ranks across multiple investor events, it often points to strength beyond short-term momentum.
At the centre of the story is a dominant land position in Yukon’s White Gold District, anchored by multiple near-surface deposits, district-scale exploration upside, and emerging copper and multi-metal potential alongside gold.
Watch the full Weekly Insight for @RyanIverson_'s take on White Gold Corp's repeat ranking and the other market themes shaping this week: bit.ly/4td5QA0
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@FarhanLalani @NCurrie
#Gold #Markets #Finance #Investing #Economy
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CEM retweeted
Advancing a large-scale domestic potash solution, @CorpPotash (NYSE-American: $GRO) aims to reduce Brazil’s reliance on imported fertilizer and reshape supply economics in a global food powerhouse.
Here’s why Brazil Potash is catching investors’ attention:
• A national-scale solution to a strategic problem: Brazil imports roughly 98% of the potash that underpins its agricultural economy. The Autazes Project targets 2.4 million tonnes per year, potentially supplying ~17% of domestic demand and strengthening long-term food security.
• Logistics-driven structural advantage: Domestic production could deliver potash in ~2.5 days versus ~107 days for imports, creating a durable delivered-cost advantage, greater pricing power, and more reliable supply for Brazilian farmers.
Want to discover the third reason and learn more about Brazil Potash? Subscribe to the @investorbrkt newsletter to read our latest Spotlight: bit.ly/4reNBbs
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@FarhanLalani @NCurrie @RyanIverson_
#AlphaNorth2026 #CapitalMarkets #InvestorInsights #TopPicks #MarketInsights
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CEM retweeted
These are the companies investors couldn’t stop talking about.
The 2026 AlphaNorth Capital Event delivered one of the most active investor weekends of the year. With 70 companies and multiple one-on-one meetings, conviction formed quickly around the names that truly stood out.
Each Top Picks reflects direct investor rankings and real discussion, offering a rare snapshot of where experienced investors see opportunity as the next market cycle takes shape.
Watch the full Weekly Insight as @RyanIverson_ reveals the company names and the key themes shaping markets this week: bit.ly/4bQyXmd
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Presented by @MarketOneMedia & @CapitalEvent
@FarhanLalani @NCurrie
#MarketSignals #AlphaNorth2026 #Investing #Markets #CapitalEvent
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