Group 1 - Friedrich Global Research aims to identify the safest and best performing companies for stock investment, focusing on free cash flow, efficient capital allocation, and consistently superior results to find high-quality management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2]

Core Insights - Kinder Morgan (KMI) is recognized as one of the largest and most renowned companies in the energy sector, headquartered in Houston, Texas [1] Investment Strategy - The focus is on long-term growth and dividend growth investing, with an emphasis on identifying undervalued stocks and high-quality dividend-growing companies [1] - Profitability is prioritized as a safer driver of gains compared to low valuation, highlighting the importance of margins, free cash flow stability and growth, and returns on invested capital [1] - Continuous research is conducted on high-quality companies to uncover potential investment opportunities [1]

Core Insights - Defence Therapeutics Inc. is advancing its ADC and Radiopharma programs, focusing on collaborations and preclinical studies for cancer therapies using its Accum® technology [1][2][3] ADC Program - Defence's Accum®-based ADCs show improved intracellular delivery and cytotoxic activity in various preclinical cancer models compared to traditional ADCs [2] - The company is optimizing additional Accum®-based ADCs to enhance their value and attract potential licensing and co-development opportunities with Pharmaceuticals and Biotech companies [2] Radiopharmaceutical Program - The Radiopharma program is enhancing Accum® radiolabelling through studies conducted by Canadian Nuclear Laboratories, focusing on biodistribution, pharmacokinetics, and therapeutic potency [3] - The application of Accum® technology in the radiopharmaceuticals sector is expected to be transformative [3] Market Outlook - The global ADC market is projected to grow from USD 13.51 billion in 2025 to USD 29.9 billion by 2034, with a CAGR of 9.23% from 2024 to 2034 [4] - The global radiopharmaceutical market is expected to reach USD 16.87 billion by 2033, growing at a CAGR of 9.9% during 2025-2033 [4] Future Developments - The company plans to announce key results and partnership details as they become available, while continuing its studies in Canada and expanding its presence to the US [5] - Defence Therapeutics is a clinical-stage biotechnology company focused on developing next-generation ADC products using its proprietary Accum® technology [6]

Core Viewpoint - Li-FT Power Ltd. has successfully completed the sale of 313 claims in Quebec to Power Metallic Mines for C$700,000 in cash and 6,000,000 shares, enhancing its financial flexibility and maintaining exposure to future exploration success in the region [1][7]. Financial Details - The transaction includes a cash payment of C$700,000 and 6,000,000 shares of Power Metallic Mines, which represent approximately 2.6% of Power Metallic's outstanding shares, with an estimated market value of C$7 million [5][6]. - The shares are subject to a statutory hold period expiring on November 12, 2025, with half of them also subject to a contractual resale restriction ending on July 11, 2026 [6]. Company Strategy - The sale is part of the company's strategy to unlock value from its portfolio while strengthening its balance sheet and providing additional flexibility to advance core projects [7]. - The company continues to focus on lithium pegmatite projects, with its flagship project being the Yellowknife Lithium Project in Northwest Territories, Canada [9]. Additional Information - The company has granted 20,407 Deferred Share Units (DSUs) to independent directors in lieu of director fees for the second quarter, valued at C$2.51 per DSU [7][8]. - Each DSU represents the right to receive one common share, vesting one year from the grant date [8].

Core Insights - Edge Total Intelligence Inc. (edgeTI) has partnered with Austal Australia to integrate its real-time digital operations software, EdgeCore, into Austal's customer operating ecosystems [1][2][5] - The partnership aims to leverage Austal's maritime expertise to expand edgeTI's presence in the Asia Pacific region [5] - Austal Australia will have the capability to integrate, procure, and configure EdgeCore for its own use and for its global customer base [2] Company Overview - EdgeTI specializes in real-time digital operations software that enables AI-driven Digital Twins, enhancing situational awareness and operational efficiency for various sectors [1][8] - Austal Australia is a leading global shipbuilder and defense contractor, recognized as Australia's largest defense exporter and the world's largest aluminum shipbuilder [6] - Austal has a strong track record, having contracted over 350 vessels for more than 122 operators in 59 countries over 35 years [6]

Core Insights - Inspiration Energy Corp. has identified numerous gold-copper targets from its recent Atomic Mineral Resonance Tomography (AMRT) satellite survey over the Rottenstone North Gold Project, located in Northern Saskatchewan [1][5] - The targets are situated along the eastern boundary of the property, adjacent to Ramp Metals Inc.'s Rush Cu-Au-Ag discovery, indicating strong exploration potential [1][5] - The company is planning to initiate a drilling program to test these high-priority targets, with permits currently pending [1][5] Company Overview - Inspiration Energy Corp. is a Canadian mineral exploration company focused on acquiring, developing, and exploring high-potential resource assets, with its flagship asset being the Rottenstone North Gold Project [8] - The Rottenstone North Gold Project covers an area of 4,512 hectares and is located approximately 115 kilometers north of La Ronge, Saskatchewan [8] - The company employs a combination of conventional and proprietary technologies, including the AMRT system, to efficiently define drill targets and drive future discoveries [8] Market Context - The current market conditions are favorable, with gold and copper prices at all-time highs, leading to increased interest in the junior mining sector [5] - The results from the AMRT satellite survey have generated optimism regarding the exploration potential of the Rottenstone North Gold-Copper Project [5]

Core Viewpoint - Power Metallic Mines Inc. has successfully acquired a 100% interest in 313 mineral claims totaling 167 km² from Li-FT Power Ltd, expanding its land holdings in the Nisk Project Area, which is known for high-grade mineral discoveries [1][7]. Acquisition Details - The acquisition includes a cash payment of $700,000 and the issuance of 6,000,000 common shares, with specific hold periods for the shares as per Canadian securities laws [2]. - Li-FT retains a 0.5% Net Smelter Return (NSR) on the acquired claims, and some claims have underlying royalties and buy-back rights from previous agreements [2]. Company Growth and Strategy - Power Metallic now controls approximately 212.86 km² in the Nisk camp, which includes significant strike lengths on both the northern and southern margins of the basin [1][7]. - The company is focused on advancing the Nisk Project Area, which includes the Nisk, Lion, and Tiger discoveries, and is actively expanding mineralization through drilling programs [6][8]. Financial Reporting Updates - For the recently completed Q2 ended June 30, 2025, the company will reclassify certain investor relations expenses to provide clearer financial reporting, with no impact on previous financial statements [5]. Administrative Changes - Power Metallic has appointed MNP LLP as its new auditor to support its growth and potential listings on senior stock exchanges [4]. Additional Interests - Beyond the Nisk Project Area, Power Metallic has indirect interests in significant land packages in British Columbia and Chile through its 50% ownership in Chilean Metals Inc. [9]. - The company also owns 100% of Power Metallic Arabia, which holds an exploration license in Saudi Arabia's Jabal Said Belt, recognized for its high prospectivity for copper, gold, and zinc [10].

PRESS RELEASE OMass Therapeutics Presents Positive Preclinical Data For its Best-in-class MC2 Program at ENDO 2025 OMS1620 is advancing through IND-enabling studies for diseases associated with ACTH excess, including congenital adrenal hyperplasiaDesigned to resist competition from endogenous ACTH by maximizing receptor residency timeOMS1620 demonstrates best-in-class efficacy in acute and chronic preclinical models of ACTH excess Oxford, United Kingdom – 14th July 2025 – OMass Therapeutics (‘OMass’ or ‘the ...

Company Overview - Silver Crown Royalties Inc. is a publicly traded silver royalty company with four silver royalties, three of which are revenue-generating [4] - The company's business model provides investors with exposure to precious metals, serving as a hedge against currency devaluation while minimizing the impact of cost inflation associated with production [4] Recent Financial Activity - The company closed the final tranche of its non-brokered offering, issuing 132,693 Units at a price of C$6.50 per Unit, resulting in gross proceeds of approximately C$862,505.50 [1] - A total of 235,531 Units were issued in the offering, generating cumulative gross proceeds of C$1,530,951.50 [2] Use of Proceeds - Proceeds from the final tranche will be allocated to fund the company's silver royalty acquisition on the Igor 4 project in Peru, as well as for general and administrative expenses [3]

Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus on real estate and renewable energy suggests a strategic interest in sectors that are likely to experience growth and transformation [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest with a global audience, indicating a commitment to knowledge sharing and community engagement [1] - There is an emphasis on continuous improvement and informed decision-making, reflecting a proactive approach to investment analysis [1]