Research Analyst
The timing for an investment could not be better! The shift to the left in Congress is causing political unrest in the Trump administration. No more mistakes can be made at this point, as critical metals are also in the international spotlight in view of the ongoing climate conference. With the reopening of the Sangdong mine in South Korea, Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker symbol (FRA/USA): ALI/ALM) marks the beginning of a new era that now offers investors unique opportunities. Independence in critical resources is right at the top of the agenda, massively accelerating global demand for reliable sources. Tungsten is an indispensable foundation for advanced military equipment, state-of-the-art microchips and the West's advanced tech industry. CEO Lewis Black is skilfully steering the group through this geopolitical realignment and establishing a crisis-proof supply route outside dominant monopolies. The latest capital raise has massively increased its financial firepower, and initial cash flows are expected as early as early 2027. The broader correction in the commodities sector means investors can now buy in at prices about 60% lower than just months ago. Perfect timing in turbulent times - rarely has there been such a promising setup!
Prepared and published on behalf of ZEFIRO Methane Corp.
The growth engine is running; the next revenue level is coming within reach! Zefiro Methane (Canada: ZEFI | ISIN: CA98926D1069 | WKN: A3DVHU) is rapidly evolving from a traditional well remediation specialist into a diversified environmental services provider with access to a multibillion-dollar US market. Millions of orphaned oil and gas wells need to be plugged, as climate protection steps on the gas! And the beauty of it: CO₂ avoidance, energy infrastructure and economic interests are being brought together. In the 2025/26 financial year, revenue already climbed by 31.1% to a record USD 42.5 million, while adjusted EBITDA moved into positive territory at USD 3.8 million. A government order backlog of around USD 40 million now extends through June 2029 and provides a solid foundation for further expansion. At the same time, the Viking equipment acquisition is already having an impact: seven new framework agreements with corporate clients have been secured, five of which are already generating revenue. In August and September alone, the acquired capacity contributed around USD 1.54 million – equivalent to more than USD 9 million annually. But that is not all: with the new Isometric protocol for methane credits, Zefiro could unlock additional future revenue by remediating wells that have not previously been covered. This would be an attractive additional business based on existing crews, equipment and measurement technology. A fresh capital raise of CAD 5 million strengthens financial flexibility for operations and potential acquisitions. GBC Research sees a price target of CAD 2.15 and expects strong increases in revenue and profits. The next growth step is therefore prepared – what matters now is how quickly Zefiro translates its full operational capabilities into sustainable profits and cash flows. The revaluation has a new foundation: order visibility, measurable growth and an additional CO₂ opportunity. And all this for a market capitalisation of just under CAD 70 million. Investors are sharpening their pencils, as the pace picks up!
The news is out! A new economic assessment puts Lahontan Gold in a different light. Amid a market environment shaped by geopolitical risks, nervous stock markets and fluctuating precious metal prices, the Canadian developer presents figures that command attention. For the Santa Fe gold and silver project in Nevada, the updated preliminary economic assessment (PEA) calculates an after-tax net present value (NPV) of USD 820 million and an internal rate of return (IRR) of 40.1%, based on gold at USD 3,600 per ounce and silver at USD 49 per ounce. Compared with the 2024 economic study, this represents an NPV more than fourteen times higher. The plan envisages 11 years of active mine operations, with average annual production of approximately 91,900 ounces of gold equivalent and estimated initial capital expenditure of USD 172 million. Lahontan aims to secure the necessary permits for mine construction in 2027, paving the way to resume production. The historic mine has already produced more than 359,000 ounces of gold and 702,000 ounces of silver. Today, the resource base comprises approximately 2.39 million ounces of gold equivalent. Further potential lies in additional exploration targets and the possible processing of historic heap-leach material. For Lahontan Gold (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY), the focus is therefore on the transition from a resource story to concrete project development. The story is gaining momentum; risk-aware investors should jump on the moving train!
Created and Published on Behalf of ZEFIRO Methane Corp.
The next stages of growth have now been impressively completed! Based on its latest figures, Zefiro Methane (Canada: ZEFI | ISIN: CA98926D1069 | WKN: A3DVHU) is evolving from a well-remediation specialist into a promising growth company in the US environmental and infrastructure sector. Millions of orphaned oil and gas wells are creating a billion-dollar market where climate protection, land remediation and economic interests converge. In the 2025/26 financial year, Zefiro increased revenue 31.1% to a record USD 42.5 million and achieved an operational turnaround, posting positive adjusted EBITDA of USD 3.8 million. A state-funded order backlog of around USD 40 million now provides planning certainty through June 2029, while private customers open up further revenue opportunities. With five drilling rigs acquired through the Viking acquisition and new services covering methane measurement and further well investigations, the company is expanding its capacity and revenue streams. A follow-up contract in Cuyahoga Valley National Park also confirms its operational presence in a high-profile setting. In addition, multiple growth opportunities stem from the expansion of US energy infrastructure and the land requirements of new data centres. GBC Research expects significantly higher revenues and profits and sets a price target of CAD 2.15. With a recently reported market capitalisation of around CAD 57 million, Zefiro offers compelling prospects. The re-rating train now appears to be leaving the station — and we brought this development to your attention early!
Interest rate concerns, geopolitical tensions and abrupt price movements are making capital markets increasingly unpredictable. In such an environment, gold benefits from its role as a crisis currency, but for investors, it is not just the gold price that matters; it is also which projects can actually benefit economically from it. This is where Lahontan Gold (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY) comes into focus. The Canadian company focuses on Nevada, an established US gold-mining region with comparatively reliable legal and regulatory frameworks. At its heart is the Santa Fe project, whose resource base has recently grown significantly. Lahontan reports a total of around 2.39 million ounces of gold equivalent in the Indicated and Inferred categories. At the same time, investigations into historic heap-leach material could open up an opportunity to recover additional gold and silver from previously mined ore. Lahontan is also setting a new strategic course: The planned acquisition of Emergent Metals is intended to strengthen control over West Santa Fe, eliminate future payment obligations and certain royalty burdens, and expand the regional project portfolio. In addition, a new drilling programme at West Santa Fe could pave the way for further growth. The decisive test, however, will come with the revised preliminary economic assessment (PEA). It must show how resource growth, potential heap processing and better control over the projects actually translate into viable mine economics. The company is targeting construction to start in 2027. An exciting time is beginning - CEO Kimberly Ann shows how steady progress can bring the goal within reach. Investors could see significant upside!
Created and Published on Behalf of ZEFIRO Methane Corp.
It is now becoming increasingly clear that ZEFIRO METHANE (Canada: ZEFI | ISIN: CA98926D1069 | WKN: A3DVHU) is far more than just a specialist in well remediation. The company is positioning itself with great success at the intersection of energy infrastructure, environmental protection, and decarbonization. It is right in tune with the spirit of the times and at the heart of the growing needs of the US economy. Behind the millions of orphaned oil and gas wells, a billion-dollar market is emerging. Leaking orphaned wells must be plugged, sites remediated, and methane emissions permanently reduced. Zefiro has already proven that environmental responsibility and a scalable business model can go hand in hand. Revenue jumped by 31.1% in fiscal year 2025/26 to a record USD 42.5 million, while adjusted EBITDA was significantly positive for the first time at USD 3.8 million. With the acquisition of the Viking Well Service fleet, the record-breaking USD 19.6 million contract from Ohio, and other major projects through 2029, the company's operational reach is expanding. For investors, one often-overlooked aspect is that Zefiro does not treat ESG as a mere public relations message, but as a concrete component of its business model. Demand now ranges from government remediation programs to private clients that require clean, risk-free sites for infrastructure projects. A striking example of this expansion is the second contract in Cuyahoga Valley National Park near Cleveland, where Zefiro has now successfully plugged two additional oil and gas wells. The key point: The US National Park Service counts approximately 1,800 wells in at least 47 US national parks, opening up a particularly sensitive environment for Zefiro with significant long-term growth potential. At a valuation of approximately CAD 52 million, investors can get in on this green-energy mission. Analysts agree: "The time for a revaluation has come!"
Created and Published on Behalf of Zefiro Methane Corp.
Now it is there in black and white: ZEFIRO METHANE (Canada: ZEFI | ISIN: CA98926D1069 | WKN: A3DVHU) is set to benefit from the US energy push. Booming demand for electricity from AI data centres is driving demand for infrastructure solutions. A massive wave of orders awaits Zefiro to rehabilitate millions of abandoned and orphaned wells. The Greentech company is now shifting into the fast lane, driving annual revenue to a record high of USD 42.5 million—explosive growth of 31.1%. This revenue boom is just the foundation for the upcoming profit phase, as adjusted EBITDA has also moved into clearly positive territory at USD 3.8 million. Well-positioned both financially and operationally, Zefiro is now taking things to the next level with its newly acquired fleet from Viking Well Service and a record USD 19.6 million order from Ohio. The pipeline for the coming years is taking shape, underpinned by a newly secured follow-on order worth USD 11.5 million, which guarantees reliable revenue well into 2029. For investors, the outlook for the coming years is even brighter. For several months now, demand has been further driven by tech giants that urgently need clean sites for their new data centres and are willing to pay top prices. As operational expansion gains momentum, management is looking forward to a high-margin fiscal year 2027. Investors looking to invest in the megatrend of infrastructure and decarbonization will find in Zefiro Methane a highly dynamic small-cap story that is just beginning to really take off.
Created and Published on Behalf of Zefiro Methane Corp.
The world is undergoing a dynamic transformation driven by various factors, which are particularly evident in the energy sector. As a result, the United States, in particular, faces an unprecedented infrastructure challenge. This is because massive growth in energy demand from data centres, industry, and e-mobility is increasing the need for new power generation, while millions of orphaned oil and gas wells must be environmentally remediated and secured. This is where ZEFIRO METHANE (Canada: ZEFI | WKN: A3DVHU | ISIN: CA98926D1069) is positioning itself with a business model that combines addressing environmental challenges with meeting infrastructure needs. Its subsidiary, Plants & Goodwin, not only plugs orphaned wells but also manages key steps in-house—from technical assessment and cementing to decommissioning and subsequent emissions monitoring. With new equipment, additional crews, expansion into what are now 13 US states, and a growing network of government and private clients, Zefiro's operational reach has significantly increased. The latest government-funded contract worth USD 11.5 million adds another multi-year revenue stream to the company's portfolio. At the same time, interest in the capital market is growing. Following GBC, ATB Cormark has now also analysed the stock and rated it "Outperform". While GBC has calculated a price target of CAD 2.12, Cormark initially sees CAD 1.00 and simultaneously points to additional value drivers through M&A and carbon credits. This makes Zefiro Methane an unusual small-cap story, where a real-world problem worth billions intersects with an operationally growing company. In recent days, the stock market appears to be taking note.
The ECB continues to tighten monetary policy, but the gold rally shows no signs of slowing down! Rising interest rates are typically considered poison for non-interest-bearing precious metals. Yet, in the current stagflationary environment, driven by the Middle East conflict and oil prices above USD 100, investors are turning even more to gold as the ultimate safe haven. Goldman Sachs has already raised its oil price target to USD 120 per barrel, which is massively fueling inflationary pressure and, consequently, the ECB's pressure to raise interest rates. But where does capital flee when the ground is burning? Welcome to Nevada, the epicentre of the modern gold rush, which accounts for 70% of US production and offers maximum political stability. While industry giants like Newmont and Barrick are just now settling their dispute, one agile player is stealing the show: Lahontan Gold Corp. (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY). The company is the perfect combination of speed and security. While others will still be drilling for years to come, CEO Kimberly Ann is out of the starting blocks with her flagship Santa Fe Project. The first ounces will start flowing as early as 2027. Recent drilling is already providing the final data for environmental permits, and a new resource estimate is imminent. The best part for investors: with a fully funded cash position through 2027, there is no risk of dilutive capital increases, while value systematically climbs with follow-up drilling. The world is shaking, and Lahontan is sitting right on top of a gold vein in Nevada. Meanwhile, JPMorgan is countering with a target of USD 6,000 for gold by the end of 2026—wow, that tops the January highs all over again! And the good news for newcomers: this story is just getting started!
Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker Symbol (FRA/USA): ALI/ALM) is in a completely different position today than it was just a few months ago. What was primarily viewed for years as an ambitious development project is now evolving into a strategic raw materials platform featuring production, long-term secured sales volumes, and an exceptionally strong capital base. The timing could hardly be more exciting, as tungsten has long been more than just a metal for tools and industrial applications. Modern defense systems, semiconductors, high-performance electronics, and numerous high-tech applications require secure supply chains. CEO Lewis Black has taken on the challenges and is poised to secure the West's critical needs. With the Sangdong mine in South Korea, ongoing production in Portugal, and additional growth projects in North America and Europe, Almonty is positioning itself as one of the most important Western-oriented suppliers of strategic metals such as tungsten and molybdenum. At the same time, the company's financial structure is undergoing a fundamental transformation. The cash flow from operations and the oversubscribed convertible senior notes offering are enabling management to advance several strategic projects simultaneously. Rarely has there been a more promising setup!