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Brixton Metals Corp.

Brixton Metals Corporation (TSXV:BBB) is a precious metals exploration and development company focused on advancing its wholly-owned projects toward mine development. The company was listed in December of 2010. The Company is seeking JV partners for one of more of its projects.

Brixton Metals (TSXV:BBB) – Brixton Hones in on Newly Identified Targets; Thorn Results Expected Shortly

Impact: Positive

Brixton has announced positive results from its summer 2019 exploration program at its Atlin Goldfields Project in British Columbia, Canada. The focus of the program was to test for near surface gold mineralization, define new targets and follow-up gold-in-soil anomalies. With positive results from Atlin we believe there is increased potential that the project could yield a high grade orogenic-intrusion related gold discovery. These results support our view that Brixton has the potential to make a meaningful gold discovery at Atlin.

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Precious Metals Update – Ready, Set, GOLD!

If it looks like a bull market (technical breakout in gold), smells like a bull market (significant negative yielding debt) and feels like a bull market (funds flowing into gold), it must be a bull market. Our analysis shows that equities in smaller sized companies outperform during a bull market. However, not all junior miners are created equal, and we believe there are three keys to picking them.

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How to Play a New Bull Market in Gold

We believe that we are in a new gold bull market, as evidenced by negative real and nominal interest rates and over US$5.5B in funds flowing into physical gold ETFs. Our view is that smaller companies outperform in a bull market. Three keys to look at when investing in junior gold equities include scarcity, catalysts and potential.

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Commentary – Golden Summer Conference

We believe that a new bull market has started in gold. This along with investor interest, caused us to host a pair of gold conferences in New York and Toronto, last week. Each conference was opened by Derek Macpherson, VP Research at Red Cloud, highlighting why we believe we are in a new bull market, and 3 keys to investing in it (link). Followed by presentations from Tonogold Resources (OTC:TNGL), Brixton Metals (TSXV:BBB), Mawson Resources (TSX:MAW), Fiore Gold (TSXV:F), Minera Alamos (TSX:MAI), NxGold (TSXV:NXN), Gran Colombia Gold (TSX:GCM), Orford Mining (TSXV:ORM), Pacton Gold (TSXV:PAC), Aquila Resources (TSX:AQA) and RNC Minerals (TSX:RNX).

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Brixton Metals Corp. (TSXV:BBB) – Deep Hole Hits at Thorn

Impact: Positive

Brixton has announced results from the Thorn Project where it hit 555m at 1.97 g/t AuEq. We are particularly encouraged by the presence of mineralized porphyry clasts within the hole and evidence of multiple styles/pulses of mineralization. These results suggest Brixton is getting closer to a significant porphyry discovery at Thorn – more follow up drilling is required. Based on these results, we are incorporating Thorn in our valuation (previously zero value ascribed), increasing our fair value estimate to C$0.40/sh (was $0.28/sh), reflecting a 10% chance for a significant porphyry discovery.

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Brixton Metals Corp. (TSXV:BBB) – Atlin Exploration Program Underway

Impact: Mildly Positive

Brixton announced the start of drilling at its Atlin project alongside results from its soil and rock sampling program completed in May 2019. We continue to believe that Atlin could be the next Barkerville, based on historic placer mining, high-grade drilling results and a district scale land package (1,004 km2). Brixton’s current drill program at Atlin should generate news flow throughout the summer.

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H2/19 Explorer Preview – Looking for Winners in the Upcoming Drill Season

Introducing our inaugural Exploration Preview, which focuses on names within our coverage universe with drill bit torque. We review the exploration potential and try and quantify the potential impact on the share price should the company be successful in delivering results. We believe that exceptional drill results can create value regardless of where we are in the commodity cycle. Our top ideas are highlighted in Figure 1 below and will be presented in a similar alphabetical order within this document, bifurcated for precious and base metals focus.

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Brixton Metals Corp. (TSXV:BBB) – Swinging for the Fences at Thorn

Impact: Positive

Brixton announced its intention to kick-off its 2019 exploration program with a 1,000m hole at its Thorn Project before shifting focus to Atlin. Our fair value estimate is C$0.28/share, underpinned by our belief that Atlin has the potential to deliver a significant gold discovery. We currently ascribe zero value for Thorn in our estimates, but work to date suggests the project could yield a copper-gold discovery.

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Brixton Metals Corp. (TSXV:BBB) – “More Cobalt and More Kimberlite”

Impact: Mildly Positive

Brixton continues to deliver drilling success in the Cobalt camp expanding a recently discovered high-grade silver-cobalt zone in addition to discovering a shallow kimberlite. We believe Brixton’s Atlin project has the potential to yield a significant gold discovery in 2019 and believe the current valuation is underpinned by its multiple prospective projects in North America.

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