Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

Core Viewpoint - Intel's shares rose over 7% following SoftBank's announcement of a $2 billion investment and reports of the Trump administration considering a significant stake in the company [1][2]. Group 1: Investment Details - SoftBank's $2 billion investment represents approximately a 2% stake in Intel, making it the fifth-largest shareholder [2]. - A potential 10% stake by the U.S. government would be valued at about $10.4 billion based on Monday's share price [2]. Group 2: Stock Performance - Intel's stock increased by 23.6% last week, marking the best weekly performance since January 2000 [4]. Group 3: Political Context - Intel's recent stock surge is attributed to perceived support from the Trump administration, despite previous calls for CEO Lip-Bu Tan to resign due to concerns over his ties to Chinese firms [5]. - The White House has not confirmed any official investment discussions, emphasizing that no deal is official unless announced by the Trump administration [3].

Core Viewpoint - MAX Resource Corp. has secured rights to acquire 100% of the Mora Gold-Silver Title, which is strategically located adjacent to the Marmato Gold Mine and the Apollo Gold Discovery in Colombia, indicating significant potential for exploration and development in a productive mining region [2][5][19]. Acquisition Details - The acquisition involves a Purchase Agreement with Inversiones Villamora S.A.S., allowing MAX to earn up to 100% ownership of the Mora Title, which spans 713 hectares [2][23]. - The payment structure includes an initial payment of $50,000, followed by additional payments totaling $2.3 million, contingent on certain milestones [23][25]. Geological Significance - The Mora Gold-Silver Title is situated within the Middle Cauca Gold Belt, known for major gold deposits, and is adjacent to Aris Mining's Marmato mine, which has reserves of 31.3 million tonnes at 3.2 g/t Au [3][7]. - The title covers 40 historic workings and 5 active mines, with channel sample results indicating high-grade mineralization, including 45.0 g/t gold and 7,110 g/t silver over 1 meter [3][5][19]. Exploration Potential - The geological characteristics of the Mora Title are similar to those of the Marmato mine, suggesting potential for bulk tonnage porphyry-related gold deposits [8][19]. - Initial exploration plans include collecting historic data, mapping all workings, and conducting geological sampling to assess the property further [19][21]. Historical Context - Previous exploration on the Mora Title has been limited, primarily consisting of artisanal mining, with historical reports indicating high-grade gold and silver veins [15][16]. - A reconnaissance visit in April 2025 confirmed the presence of polymetallic mineralized structures across a significant strike length [13][19]. Next Steps - The company aims to conduct a comprehensive assessment of the Mora Property, focusing on mapping and sampling to initiate further exploration stages [19][21].

Core Viewpoint - Uniserve Communications Corporation has entered into a Letter of Intent to acquire an Ontario-based Managed Service Provider, enhancing its service offerings and expanding its operations in eastern Canada [1][2]. Group 1: Acquisition Details - The acquisition is expected to bring approximately CAD $5.5 million in top-line sales and an expected EBITDA of CAD $1.5 million, providing a solid platform for scaling operations in Ontario [2]. - The total purchase price for the transaction is expected to be CAD $6,500,000, with payments structured as follows: CAD $2,500,000 in cash, CAD $2,000,000 in common shares at no less than CAD $0.60 per share, and CAD $2,000,000 via a 50% convertible note [3]. - The convertible note will have varying conversion prices over three years, starting at CAD $0.75 per share in the first year [3]. Group 2: Transaction Conditions - The transaction is subject to the execution of a definitive agreement within 30 days, further due diligence, and approvals from the Company's Board of Directors and the TSX Venture Exchange [4]. - The Company will not assume any long-term debt of the MSP, and the MSP and its shareholders are arm's length to the Company [3]. Group 3: Company Overview - Uniserve provides IT solutions and technology services across Canada, focusing on Data Centre Solutions, Managed IT Services, and Business Internet [5]. - The Company aims to support Canadian businesses in their digital transformations by enhancing its bandwidth and infrastructure capabilities [2].

Core Viewpoint - Permex Petroleum Corporation has entered into a non-binding Letter of Intent with 360 Energy to explore the deployment of In-Field Computing technology for bitcoin mining powered by natural gas, aiming to enhance the economics of natural gas monetization and reduce methane emissions [1][2][3]. Company Overview - Permex Petroleum Corporation is an oil and gas exploration and production company with assets in the Permian Basin, focusing on low-cost development and sustainable growth [5]. - The company operates in Texas and New Mexico and aims to integrate disruptive technologies into its operations [5]. Collaboration Details - The collaboration with 360 Energy will focus on identifying sites for deploying IFC technology, which converts natural gas into electricity for on-site data centers, potentially increasing returns from natural gas that would otherwise be flared or sold at lower prices [2][3]. - The IFC technology is designed to operate off-grid, requiring no existing gas, electric, or network infrastructure, thus allowing for localized utilization of natural gas [2][6]. Economic Impact - The deployment of IFC units could capture natural gas realizations upwards of $10 per Mcf, while also addressing stranded and flared gas issues [3]. - This partnership is seen as a way for Permex to move beyond traditional monetization models and enhance asset value through innovative technology [3]. Strategic Direction - Permex plans to incorporate IFC technology into its asset evaluation and capital allocation strategies, positioning itself at the forefront of innovation in the energy sector [3]. - The collaboration reflects a broader strategy to rethink how oil and gas assets are valued and developed in a changing energy landscape [3].

Core Viewpoint - The U.S. Treasury Secretary has accused India of profiting from discounted Russian oil imports during the Ukraine war, labeling the practice as "arbitrage" and unacceptable [1]. Group 1: India's Oil Imports - India's imports of Russian oil have significantly increased since the full-scale invasion of Ukraine in February 2022, with India now being Russia's largest customer [2]. - In July, India imported 1.5 million barrels per day (bpd) of Russian oil, according to data from Kpler [2]. - Prior to the invasion, India's imports of Russian crude were minimal [2]. Group 2: Reselling Practices - India is refining the discounted Russian oil into gasoline and diesel and reselling these products to regions that have imposed sanctions on Russia, such as Europe [1]. - This practice has been characterized as "Indian arbitrage" by the U.S. Treasury Secretary, who claims it involves buying cheap Russian oil and reselling it at a profit [1].

Core Insights - Norsemont Mining Inc. has launched a redesigned corporate website and updated corporate presentation following a successful private placement with new strategic investors [1][4] - The new website features improved navigation and expanded information on the Choquelimpie Gold-Silver-Copper Project, enhancing investor access to corporate updates and resources [2][3] Company Overview - Norsemont Mining owns a 100% interest in the Choquelimpie project in northern Chile, which has an initial mineral resource estimate of 2,184,000 indicated gold equivalent ounces and 557,000 inferred gold equivalent ounces [6] - The Choquelimpie project has over 1,700 drill holes and significant existing infrastructure, including roads, power, water, camp, and a 3,000-tonne-per-day mill [6] - The company is committed to responsible and sustainable resource development, utilizing modern exploration techniques to enhance shareholder value [6]

Core Insights - Fitzroy Minerals Inc. is advancing its exploration efforts at the Buen Retiro Copper Project in Copiapó, Chile, with ongoing Phase 2 drilling totaling 8,000 meters [1][4]. Exploration Update - Recent assay results from diamond drill holes 23 to 27 indicate copper mineralization in all holes, expanding the known mineralization strike length to 985 meters [2][10]. - The average distance between drill holes along the strike has been reduced to approximately 100 meters, improving the continuity of mineralization [2]. - Significant shallow mineralization zones have been identified, particularly between holes 21 and 24, covering a lateral extent of 360 meters [2][8]. Drilling Details - Drill hole 27 intersected multiple mineralized zones, including 119 meters at 0.53% Cu from a depth of 49 meters, confirming the presence of oxide and transition copper minerals down to about 150 meters [10][17]. - Hole 25 returned 32 meters at 0.90% Cu, including 11 meters at 2.28% Cu, indicating strong mineralization at the northwestern edge of the Southwest Area [10][18]. - The ongoing diamond drilling aims to further test the extensions and limits of known mineralization in the Southwest Area, with assays for holes 28 to 33 pending [25][26]. Future Plans - The company plans to initiate Reverse Circulation (RC) drilling in the North Area, targeting shallow hanging-wall copper mineralization related to a multi-kilometer geophysical anomaly [3][26]. - Fitzroy aims to accelerate resource delineation and technical de-risking work to advance towards production at Buen Retiro [6][25]. Infrastructure and Economic Considerations - The Buen Retiro site benefits from excellent infrastructure, being close to the Pan-American highway and existing mining facilities, which may enhance capital efficiencies for future development [6].

Core Insights - DailyPay has been named Workday's Strategic Partner for On-Demand Pay in the U.S. and Canada, enabling real-time access to earned wages for employees [1][5] - The integration of DailyPay's solution with Workday Human Capital Management and Payroll since 2023 enhances the employee experience by allowing access to earnings on their own schedule [2] - The partnership aims to alleviate financial stress for employees, particularly frontline and hourly workers, who often live paycheck-to-paycheck, with over half of U.S. workers reporting this situation [3][4] Company Overview - Workday is an AI platform that manages people, money, and agents, serving over 11,000 organizations globally, including more than 60% of the Fortune 500 [6] - DailyPay is a leader in On-Demand Pay, providing instant access to earned wages and financial wellness solutions, aimed at enhancing employee financial health [8]

Company Overview - Kyowa Kirin, Inc. is a wholly owned subsidiary of Kyowa Kirin Co. Ltd, focused on developing solutions for rare diseases, particularly in oncology [1][5] - The company has over 70 years of experience in drug discovery and biotechnology innovation, aiming to deliver novel medicines and treatments with life-changing value [7] Industry Context - Cutaneous T-cell lymphoma (CTCL) is a rare form of blood cancer that primarily affects the skin, with Mycosis Fungoides (MF) and Sézary Syndrome (SS) being the most common subtypes [2][6] - Diagnosis of CTCL can be challenging, often taking patients 2-7 years to receive an accurate diagnosis, which can lead to worse prognoses [2][5] Product Launch - Kyowa Kirin has launched a new staging tool for healthcare providers to assist in the accurate staging of patients with MF and SS, available on PROBEinCTCL.com [1][5] - The tool simplifies the staging process by using up to 20 Yes/No questions and real clinical case imagery, guiding users through the TNMB system [3][4] Clinical Relevance - The staging tool is designed to enhance clinical judgment by translating complex guidelines into a practical assessment, thereby supporting more consistent and informed care [2][3] - The tool is based on established guidelines from the National Comprehensive Cancer Network and recommendations from various oncology organizations [4]