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Breakout #2 CEM Whistler 🏆 Results

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.

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. 

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