complete a technical report by the end of 2026; the study will consider a larger scale Côté Gold Mine with a conceptual mine plan targeting both the Côté and Gosselin zones over the life of mine.- Borden (0.5% NSR, partial coverage) – Discovery Silver announced on February 10, 2026 that it continues to get encouraging results from underground drilling along a 300m strike length of the Main Zone, with mineralization being extended both along trend to the east and northeast.- Borborema (2.75% NSR) – Aura Mine ...

We recently published an article titled 10 Best Low Volatility Canadian Stocks to Buy. On January 23, Maxim analyst Tate Sullivan raised his price target on Gold Royalty Corp. (NYSE:GROY) to $7 from $5 and maintained a Buy rating, reflecting higher gold price assumptions and recent royalty acquisitions that are expected to support long-term production and revenue expansion. The analyst highlighted strong year-over-year quarterly revenue growth driven by rising gold prices and contributions from newly ac ...

Core Viewpoint - Gold Royalty Corp (NYSE:GROY) is identified as a strong buy penny stock, with positive outlooks from multiple financial institutions due to its growth potential and favorable market conditions for precious metals [1][2][3]. Group 1: Analyst Ratings and Price Targets - Scotiabank raised the price target for Gold Royalty Corp to $6 from $5, maintaining an Outperform rating, citing updates in price targets for Gold & Precious Minerals stocks [1]. - Maxim Group reiterated its Buy rating on Gold Royalty Corp, highlighting strong year-over-year quarterly revenue growth driven by rising gold prices [2]. Group 2: Financial Performance and Growth Projections - The updated financial models predict significant growth in earnings and revenue for Gold Royalty Corp through 2027, transitioning from an expected loss in 2025 to profitability in 2026 and beyond [3]. - The company's recent royalty acquisitions in Brazil are seen as strategic moves to enhance production and revenue growth in the coming years [2]. Group 3: Market Context - The positive outlook for Gold Royalty Corp is supported by geopolitical and economic uncertainties, as well as strong central bank buying of gold and silver [1].

Core Insights - Tether is positioning itself as a digital central bank by accumulating gold to back its stablecoin, Tether Gold (XAU₮), which could lead to significant premiums for certain gold companies [1][4][13] - The company is actively acquiring stakes in gold royalty companies to secure a long-term gold supply, with nearly $2 billion already invested in four companies [2][14] - Tether's strategy is to create a "Parallel Reserve" that operates independently of traditional banking systems, aiming for monetary independence through hard asset accumulation [4][5][13] Group 1: Tether's Gold Acquisition Strategy - Tether is purchasing over a tonne of physical gold weekly and is focusing on smaller gold royalty companies to ensure a stable gold supply for future XAU₮ token issuance [2][13] - The company has filed activist positions in four Canadian gold companies, indicating intentions to propose changes to their ownership structures [3][14] - Tether's ambition to act as an independent central bank is underscored by its strategy to accumulate hard assets and generate its own income without relying on government bonds [4][5] Group 2: Market Dynamics and Investment Opportunities - Tether's investments in gold royalty companies are seen as strategic acquisitions, with some companies trading at significant discounts to their intrinsic value, presenting potential for high returns [14][15] - The competition among major royalty companies, Tether, and private equity investors for gold assets is expected to drive prices higher, potentially leading to gains of 200% to 500% [17][20] - Tether's need for guaranteed gold supply for tokenization is creating a scarcity in the market, with only 15-20 significant gold royalty companies available [17][18] Group 3: Specific Companies and Predictions - Tether has targeted specific gold royalty companies, including Elemental Royalty, Metalla Royalty, and Gold Royalty Corp, with the latter being a strong candidate for further investment due to its North America focus [16][21][22] - The potential for Tether to acquire more stakes in Gold Royalty Corp is complicated by the company's poison pill strategy, which could affect future ownership dynamics [22][23] - Predictions indicate that Tether's push for gold could lead to significant growth for junior miners, with specific companies like West Red Lake Gold Mines and Dakota Gold being highlighted as potential beneficiaries [24][27]

Core Insights - Gold prices have shown recovery after a sharp decline, closing above $5,000/Oz, supported by geopolitical tensions and a weak U.S. dollar [1][9] - Year-to-date, gold prices have increased nearly 15%, positively impacting gold mining stocks [2][9] - Central banks are actively purchasing gold to bolster reserves amid rising global debt and economic uncertainties [4][5] Gold Mining Stocks - Five notable gold mining stocks include AngloGold Ashanti plc (AU), Gold Fields Ltd. (GFI), New Gold Inc. (NGD), DRDGOLD Ltd. (DRD), and Gold Royalty Corp. (GROY), all carrying favorable Zacks Ranks [3][9] - AngloGold Ashanti (AU) has an expected revenue growth rate of 22.5% and earnings growth rate of 52.9% for the current year, with earnings estimates improving by 8.9% [10][11] - Gold Fields (GFI) is projected to have revenue and earnings growth rates exceeding 100%, with earnings estimates improving by 9.2% [12] - New Gold (NGD) anticipates a revenue growth rate of 10.2% and earnings growth rate over 100%, with earnings estimates improving by 15.5% [13] - DRDGOLD (DRD) expects a revenue growth rate of 67.8% and earnings growth rate over 100%, with earnings estimates improving by more than 100% [14][15] - Gold Royalty Corp. (GROY) forecasts revenue and earnings growth rates exceeding 100%, with earnings estimates improving by 12.5% [16] Market Dynamics - The gold mining industry is facing supply constraints due to a scarcity of new deposits and lengthy exploration processes [6] - Increased industrial demand for gold in sectors like energy and healthcare is expected to contribute to a demand-supply imbalance, further driving gold prices [7]

Core Viewpoint - Gold Royalty Corp. (NYSE:GROY) is recognized as one of the best gold stocks to invest in for 2026, with positive ratings and price target increases from major financial institutions [1][2][3]. Group 1: Analyst Ratings and Price Targets - Scotiabank has maintained an Outperform rating on Gold Royalty Corp. and raised its price target from $5 to $6, citing geopolitical threats and economic uncertainties as factors influencing gold and silver prices [2]. - Maxim has reaffirmed its buy rating for Gold Royalty Corp. and increased its price target from $5 to $7, adjusting its valuation model based on recent acquisitions and rising gold prices [3]. Group 2: Recent Developments - On December 8, 2025, Gold Royalty Corp. announced a deal to acquire a royalty on the Pedra Branca mine for $70 million in cash, indicating active expansion in its royalty portfolio [4]. - The company specializes in precious metals and provides financing solutions to the mining and metals market, positioning itself strategically within the industry [4].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization, which provides a strong financial foundation [8][10] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the energy sector [10][12] Market Trends - The company is strategically aligned with trends such as the onshoring boom driven by tariffs and the surge in U.S. LNG exports, positioning it favorably within the evolving energy landscape [14][5] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting AI growth [12][11] Future Outlook - The future of AI is closely tied to energy breakthroughs, with industry leaders warning about the potential for energy shortages if infrastructure does not keep pace with demand [2][4] - The company is well-positioned to capitalize on the anticipated growth in AI and energy sectors, making it a compelling investment opportunity for those looking to participate in the technological revolution [11][15]

Core Viewpoint - Tether aims to become one of the largest gold central banks globally, actively trading its gold reserves to capitalize on market opportunities [1][8]. Group 1: Gold Holdings and Strategy - Tether is currently purchasing one to two tons of gold per week and plans to maintain this pace for the next few months, having amassed close to 140 tons of gold stored in a secure facility in Switzerland [4][8]. - The company's gold holdings are valued at over $23.3 billion, with gold prices currently around $5,234 per troy ounce [6][8]. - Tether's gold reserves are reportedly the largest known outside of central banks, ETFs, and commercial banks, with approximately 130 metric tons eligible for physical delivery redemption [5]. Group 2: Market Position and Expansion - Tether is preparing to enter the gold trading market, aiming to compete with major banking institutions like JPMorgan and HSBC [7][11]. - The company has recruited senior traders from HSBC to lead its expansion into the bullion market and has also increased its equity portfolio by investing in Canadian firms related to precious metals [11]. Group 3: Product Offerings and Market Impact - Tether's primary product, USDT, dominates the global stablecoin market with over $186 billion in circulation, providing the capital necessary for further investments in gold [13]. - The company also issues Tether Gold (XAUT), which holds over 50% of the gold stablecoin market with a market capitalization of $2.62 billion [13].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Industry Overview - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to sustain this growth [2] - AI technologies, particularly large language models, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The demand for electricity is expected to rise significantly, leading to strained power grids and increasing electricity prices [2] Company Insights - A specific company is highlighted as a key player in the energy infrastructure sector, poised to benefit from the increasing energy demands of AI [3][6] - This company owns critical nuclear energy infrastructure assets and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7] - It plays a significant role in U.S. LNG exportation, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [10][11] - The company is trading at less than 7 times earnings, indicating a potentially lucrative investment opportunity [10] Future Outlook - The convergence of AI, energy infrastructure, and onshoring trends presents a unique investment landscape, with the potential for significant returns in the coming years [14][15]

Core Insights - Gold Royalty Corp. reported record revenues for the fourth quarter and the full year of 2025, with total revenue reaching $5.2 million in Q4 2025, a 37% increase from Q4 2024, and $17.7 million for the full year, a 38% increase from 2024 [3][5]. Financial Performance - Total Revenue, Land Agreement Proceeds, and Interest for Q4 2025 amounted to $5.2 million, with revenue of $4.2 million, equating to 1,255 gold equivalent ounces (GEOs) [3][14]. - For the full year 2025, Total Revenue, Land Agreement Proceeds, and Interest reached a record $17.7 million, equating to 5,173 GEOs [3][14]. - The increase in cash flows was attributed to strong operating performances from royalty interests and a higher gold price, despite lower-than-expected production from the Vareš mine [4][5]. Acquisition and Growth Strategy - The company completed the acquisition of a net smelter returns royalty from Dundee Corporation for $45 million, with $30 million paid in cash and the remainder in common shares [2]. - The acquisition is expected to enhance revenue growth in 2026 and beyond, alongside the recently added Pedra Branca royalty [6]. Future Outlook - Gold Royalty plans to release its financial and operating results for Q1 2026 on March 18, 2026, with a conference call scheduled for March 19, 2026 [7].