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In markets like this investors are hoarding their cash but also keeping a keen eye out for investments that are weathering the storm better than most. Could mining royalties be amongst them? Potentially! A metals and minerals super-cycle is heralded by most economists, so what are the options for investors and how to time it? As this panel eloquently explains, royalty companies are not exposed to rising costs or cost overruns. We look at the M&A activity in the market and ask if there is more to come and what the impact of that will be. And with the cost of money rising and the long return profiles, how do royalty companies play this market. Retail investors can learn how to value a company, based on an understanding of what strong fundamentals mean and how to view Tier 1 jurisdictions. The rules of the game have changed somewhat. So must your investing strategy.
0:00 – Panel Overview
2:14 – Reason for “Underperforming” against Equities in this Current Market Conditions
3:56 – Are the Current Market Conditions part of the Metal Cycle?
5:20 – Perspective on the Market’s Lack of Interest in the Merger Deal between Elemental Royalties and Altus Strategies
8:41 – Adapting to the Current Market Conditions
12:54 – Balancing the Company’s Cash Flow Positive Portfolio for Investors
16:33 – Reason for the Seymour Lake Royalty Deal
18:12 – Taking Advantage of the Current Market Conditions
19:21 – Pitch to Investors in Investing at Companies with Good Fundamentals
22:35 – Building Good Fundamentals for the Company
26:56 – Defining what “Tier 1” Jurisdiction means
28:56 – Jurisdiction as one of the Considerations in Building a Company Portfolio
33:06 – Realizing the Opportunity in the Long Term
36:52 – Pitch to the Investors about Each of their Company Projects
43:12 – Outro
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Interesting talk thanks but why does no one EVER mention actual hard figures like normal companies do? Total income? Total cost? Profits? Losses?
2021 – Elemental Net royalty income 3.7m; management and SBC 3.7m;
2021- EMX income 9.4m; management and SBC 9.3m (and after about 19 years of operations !!!!)
Then add in other costs etc.etc.
GOLD and NEM pay dividends, seems these guys pay management. Retail investors rarely look at financial figures (they buy 'the story') and so the share price of these non-dividend paying royalty coys go up hugely, but…..