Since the IPO in October 2024, we have added 61 properties and increased the initial asset base by nearly 30%. Starting this quarter and going forward, to help you better understand our real estate strategy, we will highlight one quarterly acquisition on the cover of our investor presentation and briefly discuss it during our calls. This quarter, we are highlighting a Seven Brew in Jacksonville, Florida. Seven Brew is a rapidly growing drive-through coffee chain founded in 2017, known for its high-energy, d ...

EMERGING TECH RESEARCH Healthtech Public Comp Sheet and Valuation Guide Q4 2025 Institutional Research Group Brian Wright Lead Research Analyst, Healthcare brian.wright@pitchbook.com pbinstitutionalresearch@pitchbook.com Published on February 2, 2026 | Contents | | | --- | --- | | Key takeaways | 2 | | Stock returns | 4 | | Revenue | 5 | | EBITDA | 7 | PitchBook clients can access the full Excel data pack for this report via the Research Center on the PitchBook Platform. Disclaimer: Any -0 values are negati ...

Core Insights - Go Metals Corp. has reported positive preliminary results from Phase 1 metallurgical testing at its KM98 Project in Quebec, indicating effective separation of magnetite and ilmenite concentrates using conventional methods [2][3][9] - The company has entered into an option agreement with Flow Metals Corp. for the acquisition of a 100% interest in the Monster Yukon IOCG project, allowing Go Metals to focus on its core assets while retaining exposure to the Monster Project's potential [3][11] KM98 Metallurgical Testing - Phase 1 testing at KM98 was designed to evaluate the response of mineralization to conventional physical separation methods, confirming the ability to produce distinct concentrate products [4][9] - Two representative samples were tested: one massive oxide and one semi-massive oxide, with testing conducted by IOS Géosciences [5] - The separation methodology involved conventional physical separation techniques, including Davis Tube magnetic separation and heavy liquid separation [6] Concentrate Results - Preliminary results for magnetite concentrates showed grades of 68.5% Fe and 0.24% V for the massive oxide sample, and 66.3% Fe and 0.22% V for the semi-massive oxide sample [7] - Ilmenite concentrates were also produced, with grades of approximately 37.7% Ti for the massive oxide and 38.9% Ti for the semi-massive oxide [8] Future Testing Plans - Planned Phase 2 testing will optimize separation parameters and include full head and concentrate assays, along with detailed mineralogical analysis [10] Option Agreement Details - The Option Agreement with Flow Metals includes payments and share issuances totaling 3 million common shares initially, with additional payments contingent on project milestones [15] - The transaction is classified as a related party transaction, with compliance to Multilateral Instrument 61-101 requirements [11][12] Share Consolidation - The board has approved a share consolidation on a 1-for-2 basis, reducing the number of outstanding shares from approximately 26.66 million to about 13.33 million [13][17] Company Overview - Go Metals is focused on responsible exploration for critical metals in mining-friendly jurisdictions, with a portfolio that includes KM98 (Ti/V/Fe), HSP (Ni/Cu), and Oriole (Ni/Cu) [19]

Core Insights - The article discusses the financial burden faced by younger generations, particularly Gen Xers and millennials, who are increasingly supporting their aging parents financially, which can lead to significant personal financial challenges [1][7]. Financial Support Trends - A 2020 survey indicated that approximately 33% of Gen Xers and millennials were financially supporting a parent, with 69% of Gen Xers and 59% of millennials covering medical bills [1]. - In 2020, around 4.3 million Americans provided financial support to their parents, with a median annual contribution of $3,749 [2]. - A 2025 survey found that 67% of Gen Zers and 63% of millennials are either currently supporting aging parents or expect to do so, with 58% incurring debt in the process [7]. Financial Implications - The median sale price for existing homes was reported at $422,600 in September 2025, with an average 30-year mortgage rate of 6.34%, making it challenging for individuals to manage multiple mortgage payments [8]. - A mortgage payment of $2,101 for a $422,600 house would consume nearly 40% of the average monthly wage of $5,328 for full-time workers [9]. - Financial experts recommend limiting housing costs to 30% of gross income, which becomes nearly impossible when supporting another household [11]. Personal Financial Challenges - The average cost of having a baby ranges from $20,000 to $50,000 in the first year, adding to the financial strain on families like Amy's, who are also supporting in-laws [13]. - The article emphasizes the importance of prioritizing personal financial stability over supporting parents, especially when expecting significant expenses [14]. Relationship Dynamics - The article highlights the potential strain on relationships when one partner prioritizes their parents' financial needs over their own family's needs, which could lead to long-term financial issues [15][16]. - It suggests that couples should communicate openly about financial responsibilities and consider alternative solutions, such as educating parents on financial management [17].

Core Viewpoint - Brighthouse Financial (BHF) shares experienced a significant rally of 27.2%, closing at $57.59, largely driven by increased trading volume and news of a potential acquisition by Aquarian Holdings and other co-investors [1][2]. Company Overview - Brighthouse Financial is positioned to capitalize on growth opportunities through its extensive suite of life and annuity products, aiming to establish itself as a premier player in the industry [3]. - The company is revamping its life insurance business to enhance annuity sales and is focusing on transitioning to less capital-intensive products and reinsurance programs, which is expected to improve capital efficiencies [3]. Financial Performance Expectations - The company is projected to report quarterly earnings of $5.06 per share, reflecting a year-over-year increase of 26.8%, with revenues anticipated to reach $2.25 billion, up 3.3% from the previous year [4]. - The consensus EPS estimate for Brighthouse Financial has been slightly revised upward over the past 30 days, indicating a positive trend that typically correlates with stock price appreciation [5]. Industry Context - Brighthouse Financial operates within the Zacks Insurance - Life Insurance industry, where another company, GoHealth (GOCO), has seen a decline of 9.8% over the past month, closing at $4.71 [5]. - GoHealth's EPS estimate remains unchanged at -$2.06, which represents a year-over-year change of 44.8% [6].

Core Insights - Voya Financial reported quarterly earnings of $2.4 per share, exceeding the Zacks Consensus Estimate of $2.09 per share, but down from $2.27 per share a year ago, representing an earnings surprise of +14.83% [1] - The company posted revenues of $356 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 19.38% and up from $324 million year-over-year [2] - Voya has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Performance - The earnings surprise for the previous quarter was +35.22%, with actual earnings of $2.15 per share compared to an expected $1.59 [1] - The current consensus EPS estimate for the upcoming quarter is $2.06, with projected revenues of $310.07 million, and for the current fiscal year, the EPS estimate is $8.25 on revenues of $1.2 billion [7] Stock Performance and Outlook - Voya shares have declined approximately 1.4% year-to-date, contrasting with the S&P 500's gain of 7.6% [3] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The outlook for the insurance industry, particularly the Life Insurance sector, is favorable, ranking in the top 15% of over 250 Zacks industries [8]

Core Viewpoint - Reinsurance Group (RGA) reported quarterly earnings of $4.72 per share, missing the Zacks Consensus Estimate of $5.58 per share, representing an earnings surprise of -15.41% [1][2] Financial Performance - The company posted revenues of $5.64 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.09%, compared to year-ago revenues of $5.15 billion [2] - Over the last four quarters, RGA has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - RGA shares have lost about 10.8% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current status translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $6.04 on $6.05 billion in revenues, and for the current fiscal year, it is $23.10 on $23.33 billion in revenues [7] - The estimate revisions trend for RGA was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Insurance - Life Insurance industry is currently in the top 10% of the Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can materially impact stock performance [5][8]

Core Insights - Go Metals Corp. is initiating a bulk sampling program at the KM98 Vanadium Titanomagnetite Project to support a maiden metallurgical study [1][2] - The company has partnered with INRS and UQAC for a collaborative research initiative, with a proposed budget of up to $300,000 [3] - The flagship Monster Project in Yukon is a significant Iron Oxide Copper-Gold (IOCG) system, fully permitted for advanced exploration activities through 2032 [4] Group 1: KM98 Project - The bulk sampling program will focus on the central part of a 12-kilometre-long magnetic anomaly, aiming to assess the viability of processing mineralized material into a marketable concentrate [2] - If the metallurgical study yields favorable results, the company plans to extend testing to the large southwestern portion of the anomaly [2] Group 2: Research Partnership - The partnership with INRS and UQAC aims to support a three-year research study in the HSP anorthosite complex, supervised by Dr. Sarah Dare and Dr. Renaud Soucy-La Roche [3] - The research initiative will seek grant funding through the Fonds de recherche du Québec – Nature et technologies (FRQNT) [3] Group 3: Monster Project - The Monster Project is characterized by high-grade copper and cobalt mineralization at the surface, with significant depth potential indicated by three large-scale magnetic and gravity anomalies [4] - The project is one of the few IOCG systems in Canada and is fully permitted for advanced exploration activities until 2032 [4] Group 4: Company Overview - Go Metals prioritizes innovation and responsible exploration practices in the pursuit of critical metals within Canada's mining-friendly jurisdictions [5]

Group 1 - The stock of GoHealth (GOCO) has experienced a significant downtrend, declining 25% over the past four weeks due to excessive selling pressure [1] - GOCO is currently in oversold territory, indicated by an RSI reading of 29.95, suggesting a potential for a price reversal [5] - Analysts have raised earnings estimates for GOCO, with a 3.2% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7] Group 2 - GOCO holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating strong potential for a turnaround [8]