CEM’s 14th Annual Whistler Capital Event promised and delivered a perfect blend of insightful investment discussions and actionable advice in an environment supercharged by the ski resort’s Super Bowl atmosphere.

The event gathered 64 investors and 57 issuers for one-on-one meetings, complemented by cocktail receptions and lavish meals. While mining and resource companies were the mainstay of the discussions, extraordinary opportunities in the biotech and AI sectors were also prominent as attendees convened to select their top investment picks at CEM’s unique and valuable Investor Breakout Exchange.

Without further ado, in this edition of the breakout newsletter, we bring you early results and exclusive access to the top picks of the participants, based on their informed consensus distilled from the weekend’s conversations and collaborations.

Top Picks:

TSXV: FWZ

Fireweed Metals Corp.

Fireweed Metals is a public mineral exploration company on the leading edge of critical minerals project development. They are currently exploring undeveloped zinc-lead-silver deposits and high-grade tungsten deposits in mining-friendly Yukon. Both projects, Macpass and Mactung, have notable upside potential. Backed by Teck Resources, Lundin Trust, and Larry Childress, the company has a cash position of $16 million and has lots of upcoming news including drill results, a resource update, and economic studies.

TSXV: MGRO

MustGrow Biologics Corp.

MustGrow Biologics is a sustainable agriculture technology company with an organic crop protection platform with the potential to replace or complement synthetic chemicals. The company has a strong cash position, with two years of planned cash runway. Highlights include two products in near-term production (TerraMG and TerraSante), as well as a commercial license agreement with Bayer. MustGrow estimates that Bayer will spend US$35-40 million to commercialize TerraMG, a soil biocontrol product. Other global partnerships include Sunimoto, Janssen PMP, and NexusBioAg.

TSX: GRID

Tantalus Systems Holdings Inc.

Tantalus is a smart grid technology company that transforms aging one-way grids into future-proofed multi-directional grids that improve the efficiency, reliability, and sustainability of utilities. To date, Tantalus has supported 280+ utilities across the US, Canada, and the Caribbean, with a 99% retention rate. The company has a reliable growth model with over 30% revenue stemming from high-margin software and services. Other financial highlights include an ARR of $11 million with a CAGR of 20%, a market cap of CAD$37.5 million, and a tight share structure of 44.6 million outstanding shares.

CSE: WIFI

American Aires Inc.

American Aires is a Canadian-based nanotechnology company that has developed, proved, and commercialized proprietary silicon-based microchips that neutralize the harmful effects of electromagnetic radiation emitted by consumer electronic devices. The company has 54,000 customers in 65 countries, and the US accounts for 80% of sales. Reported revenue for the first nine months of 2023 was C$6.6 million, up 68% year-over-year.

CSE: M

Myriad Uranium Corp.

Myriad Uranium is an exploration company exploring two company-making uranium projects. The first is the Copper Mountain project in Wyoming, where Myriad has a property option agreement to earn up to 75%. The project includes historical resource estimates of between 15.7 million and 30.1 million pounds eU308. RMEC (a subsidiary of Union Pacific) estimated the resource potential of two of the five deposits at Copper Mountain could be as high as 63.8 million pounds eU3O8. The second project covers four outstanding exploration licenses in the Tim Mersoi Basin, Niger. The company has a tight share structure with just 34 million shares out, and 46% is held by insiders.

All picks:

Company

Symbol

Sector

Fireweed Metals Corp.

TSXV: FWZ

Resource

MustGrow Biologics Corp.

TSXV: MGRO

Biotechnology

Tantalus Systems Holdings Inc.

TSX: GRID

Technology

American Aires Inc.

CSE: WIFI

Technology

Myriad Uranium Corp.

CSE: M

Resource

Graphite One Inc.

TSXV: GPH

Resource

VERSES AI Inc.

NEO: VERS

Technology

KITS Eyecare Ltd.

TSX: KITS

Healthcare

Cloud DX Inc.

TSXV: CDX

Technology

CanAlaska Uranium Ltd.

TSXV: CVV

Resource

Valeura Energy Inc.

TSX: VLE

Resource

Osisko Gold Royalties Ltd.

TSX: OR

Resource

Coho Collective Kitchens Inc.

TSXV: COHO

Food & Beverage

Amex Exploration Inc.

TSXV: AMX

Resource

TAG Oil Ltd.

TSXV: TAO

Resource

Alaska Energy Metals Corp.

TSXV: AEMC

Resource

Thiogenesis Therapeutics Corp.

TSXV: TTI

Biotechnology

Onyx Gold Corp.

TSXV: ONYX

Resource

Horizon Copper Corp.

TSXV: HCU

Resource

Zodiac Gold Inc.

TSXV: ZAU

Resource

Amarc Resources Ltd.

TSXV: AHR

Resource

American Eagle Gold Corp.

TSXV: AE

Resource

Sandstorm Gold Royalties

TSX: SSL

Resource

Liberty Defense Holdings Ltd.

TSXV: SCAN

Technology

Klondike Gold Corp.

TSXV: KG

Resource

Eagle Royalties Ltd.

CSE: ER

Resource

NuGen Medical Devices Inc.

TSXV: NGMD

Healthcare

Banyan Gold Corp.

TSXV: BYN

Resource

HighGold Mining Inc.

TSXV: HIGH

Resource

First Mining Gold Corp.

TSX: FF

Resource

Excelsior Mining Corp.

TSX: MIN

Resource

VSBLTY Groupe Technologies Corp.

CSE: VSBY

Technology

Heliostar Metals Ltd.

TSXV: HSTR

Resource

CopAur Minerals Inc.

TSXV: CPAU

Resource

Blackwolf Copper and Gold Ltd.

TSXV: BWCG

Resource

Temas Resources Corp.

CSE: TMAS

Resource

SilverCrest Metals Inc.

TSX: SIL

Resource

Western Copper and Gold Corp.

TSX: WRN

Resource

QC Copper and Gold Inc.

TSXV: QCCU

Resource

Scorpio Gold Corp.

TSXV: SRC

Resource

Regency Silver Corp.

TSXV: RSMX

Resource

Prismo Metals Inc.

CSE: PRIZ

Resource

Western Alaska Minerals Corp.

TSXV: WAM

Resource

Hypercharge Networks Corp.

NEO: HC

Clean Technology

ValOre Metals Corp.

TSXV: VO

Resource

Emperor Metals Inc.

CSE: AUOZ

Resource

Fremont Gold Ltd.

TSXV: FRE

Resource

Besides these publicly traded issuers, a notable group of private companies also caught the room's attention. These companies, which participated in one-on-one meetings with investors and received honourable mentions during the breakout:

Syntheia
Innovation Mining
Light AI Inc.
Rua Gold Corp.
Borealis Mining Company Ltd.
CopperEx Resources Corp.

Our Capital Event series has proudly called Whistler its home base for years — with each event surpassing the last and this year proving to be no different!

Reflecting on our recent venture in the Bahamas, it's thrilling to note the exceptional performance of two standout companies in just a two-week span post-event. Beyond Oil (CSE: BOIL) stood out as one of the leading choices, achieving a 32% gain in 14 days post our breakout. Additionally, another top-ten selection, McCoy Global Inc (TSX: MCB), experienced a 21% increase in its stock price over the same timeframe. These successes underscore the impact and potential of the connections & insights gained through these events.

Looking ahead, we're excited to announce that our next event will unfold this spring in the completely different landscape of Scottsdale, Arizona. As we gear up for this upcoming gathering, we invite our community to be on the lookout for more updates and performance insights as we approach April. Stay with us, we're just getting started!

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Investor Breakout publishes this editorial content (“Editorial Content”) featuring certain issuers ("Featured Issuers") and is for informational purposes. The Editorial Content is derived from interviews with the Featured Issuer and Investor Breakout's Editor-in-Chief and information provided by the Featured Issuer. Such information does not constitute representations or opinions of Investor Breakout, or its directors, officers, shareholders, employees, or consultants (collectively "Representatives"). The Featured Issuer is wholly and exclusively responsible for the validity of the information forming the Editorial Content. Investor Breakout has not independently verified or otherwise investigated the validity of such information. Neither Investor Breakout, nor any of its Representatives, guarantee, make any representation of, or take any responsibility for, the accuracy or completeness of any such information.

The publication of Editorial Content does not constitute an endorsement, recommendation, or opinion regarding the merits of any issuer, its business, products, services or securities. Additionally, Investor Breakout does not endorse or recommend the business, products, services or securities of any issuer mentioned herein. Neither this communication nor Investor Breakout purport to provide a complete analysis of the Featured Issuer or its financial position. Investor Breakout is not, and does not purport to be, a broker-dealer or registered investment adviser.This communication is not intended as, and should not be construed to be, an offer to sell or a solicitation of an offer to buy any security.

This communication is not, and should not be construed to be, personalized investment advice directed to or appropriate for any particular investor or a substitute for professional financial consultation. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information about the Featured Issuer. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the Featured Issuer's public filings on its SEDAR+ profile and/or other government filings. Investing in securities is speculative and carries a high degree of risk and you could lose all or some of your investment. The value of investments can fluctuate significantly within a short period, and investors must understand that past performance is not indicative of future results. Any action a reader takes as a result of the information presented herein is his or her own responsibility.

Forward-Looking Information

This publication may contain statements that constitute “forward-looking statements.” Such forward looking statements involve known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements, or developments to differ materially from the anticipated results, performance or achievements expressed or implied by such forward-looking statements. Forward looking statements are statements that are not historical facts and are generally, but not always, identified by the words “expects,” “plans,” “anticipates,” “believes,” “intends,” “estimates,” “projects,” “potential” and similar expressions, or that events or conditions “will,” “would,” “may,” “could” or “should” occur. By their nature, forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements, or other future events, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. The forward-looking information in this publication is based on Investor Breakout’s understanding of the issuers, as of the date of this publication.

The forward-looking information contained in this publication represents Investor Breakout’s understanding of the issuers, as of the date of this publication and, accordingly, is subject to change after such date. There can be no assurances that such statements will prove to be accurate and actual results and future events could differ materially from those anticipated in such statements. Readers should not place undue importance on forward-looking information and should not rely upon this information as of any other date. Investor Breakout undertakes no obligation to update these forward-looking statements in the event that Investor Breakout’s beliefs, estimates or opinions, or other factors, should change.

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Breakout #2 CEM Whistler 🏆 Results

Top Picks:

TSXV: FWZ

Fireweed Metals Corp.

TSXV: MGRO

MustGrow Biologics Corp.

TSX: GRID

Tantalus Systems Holdings Inc.

CSE: WIFI

American Aires Inc.

CSE: M

Myriad Uranium Corp.

All picks:

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