CA News

Cameco Corporation (CCO:CA) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference Transcript

Seekingalpha | 5 months ago

The Toronto-Dominion Bank (TD:CA) Presents at RBC Capital Markets Canadian Bank CEO Conference Transcript

Seekingalpha | 5 months ago

Topaz Energy: Dividends From Natural Gas And Critical Processing Infrastructure

Topaz Energy (TPZ:CA) offers resilient cash flow and dividend safety, leveraging royalty infrastructure and exposure to Canadian natural gas and oil prices. Despite weak 2025 natural gas prices, TPZ's infrastructure and liquids revenue supported robust free cash flow and a comfortably covered 5% dividend yield. TPZ's capital-light model enables C$150M annual M&A, targeting 10-18% returns, with management projecting C$2.60–C$4.20/share pre-tax cash flow by 2030.

Seekingalpha | 5 months ago

Diversified Royalty: The Payout Is Moving The Right Way

Diversified Royalty (DIV:CA) has outperformed peers and the S&P 500, delivering a 16% total return since July 2025. The Cheba Hut acquisition, with inflation-linked royalties and a 50-year term, underpins double-digit dividend growth and robust payout coverage. Q3 FY2025 saw royalty revenue rise 13.4% YoY and distributable cash jump 18.8%, driving the payout ratio down to 89.3%.

Seekingalpha | 5 months ago

Q2 Metals: The Cisco Project Keeps Growing

Q2 Metals (QTWO:CA) is rated a buy, driven by rapid progress at its Cisco Lithium project, one of the world's largest spodumene deposits. Recent drilling, including a record-setting 457.4m at 1.65% Li2O, signals the deposit may exceed previous exploration targets in both size and grade. The upcoming Mineral Resource Estimate (MRE), expected Q1 2026, is a key catalyst likely to derisk the project and attract market attention.

Seekingalpha | 5 months ago