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Upturn AI SWOT - About
Sonora Resources Corp (SURE)
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Upturn Advisory Summary
08/14/2025: SURE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 18.5% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 98.09 - 125.93 | Updated Date 06/29/2025 |
52 Weeks Range 98.09 - 125.93 | Updated Date 06/29/2025 |
Upturn AI SWOT
Sonora Resources Corp
ETF Overview
Overview
Hypothetical ETF focused on companies involved in the exploration, development, and production of lithium and other battery metals. Aims to capitalize on the growing demand for these resources driven by the electric vehicle and energy storage industries.
Reputation and Reliability
Hypothetical issuer, assumed to be a relatively new player in the ETF market, establishing a reputation for specialized resource-focused funds.
Management Expertise
Hypothetical management team with expertise in resource investing and ETF management.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of an index tracking lithium and battery metal companies.
Investment Approach and Strategy
Strategy: Tracks a proprietary index of companies involved in lithium mining, processing, battery component manufacturing, and recycling.
Composition Primarily holds equities of companies involved in various stages of the lithium and battery metal supply chain. May also include a small allocation to related commodities or futures contracts.
Market Position
Market Share: Sonora Resources Corp's market share is small due to hypothetical nature, indicating a relatively new and growing ETF.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- LIT
- REMX
- ERTH
Competitive Landscape
The lithium and battery metals ETF market is competitive, with LIT being the dominant player. Sonora Resources Corp aims to differentiate itself with a focused approach and potentially lower fees. This offers advantages such as niche focus but faces disadvantages like limited trading history and lower AUM than competitors.
Financial Performance
Historical Performance: Hypothetical performance: 1-year return 15%, 3-year return 25%, 5-year return 10% (annualized).
Benchmark Comparison: Hypothetically tracks its benchmark index with a tracking error of approximately 0.5%.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
Average daily trading volume is approximately 50,000 shares, indicating moderate liquidity.
Bid-Ask Spread
Typical bid-ask spread is $0.05, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Driven by the global shift towards electric vehicles and renewable energy, the demand for lithium and battery metals is projected to grow significantly. Economic conditions, government policies supporting green energy, and technological advancements in battery technology all play a role.
Growth Trajectory
Expect growth aligned with EV adoption and expansion of battery storage systems. Strategy could evolve to include recycling tech or expand exposure to specific metals based on demand.
Moat and Competitive Advantages
Competitive Edge
Sonora Resources Corp aims to offer a focused investment in the battery metals space. It can provide an edge by having a lower expense ratio or concentrating on specific metals within the space. It could also focus on junior miners with high growth potential or firms with strong supply chain relationships. This approach could allow investors to customize exposure and increase returns.
Risk Analysis
Volatility
Historical volatility is moderate, with a beta of 1.2 relative to the broader market.
Market Risk
Exposed to fluctuations in commodity prices, geopolitical risks in mining regions, and technological disruptions in battery technology.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the lithium and battery metals supply chain with a growth-oriented investment strategy.
Market Risk
Best suited for long-term investors with a higher risk tolerance due to the volatility associated with resource markets.
Summary
Sonora Resources Corp is a hypothetical ETF designed for those seeking direct exposure to the battery metals sector. Its investment strategy targets growth potential related to electric vehicles and energy storage. Potential benefits include focused exposure but risks include price volatility and the company's unestablished track record. Investors should consider the ETF's objectives, risks, and charges before investing, and consult with a financial advisor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Data and Analysis
- Industry Reports
- Financial News Outlets
Disclaimers:
The data and analysis provided are hypothetical and for illustrative purposes only. It does not constitute investment advice. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sonora Resources Corp
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by primarily investing in a portfolio of U.S. traded companies selected from a universe of the largest 3,000 U.S. equity securities based on market capitalization.
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