webmaster Posted January 1 Report Share Posted January 1 BREAKOUT? Watch T-toR Ratio (Top: 13%?) : List, GOLD Royalty Cos. Gold Royalty co's are all BID going into Easter! Big Breakout coming next? / RGLD 124.6 = Tfpm 16.36, 13.1%, Sand 5.63, 4.5%; Fnv 122.9, 98.6%, at 4.26 3.28.24 / 121.8= Tfpm 14.45, 11.9%, Sand 5.25, 4.3%; Fnv 119.2, 97.9% Ratio: TFPM to-RGLD: 11.9%; B@10%, S@13% == OLDER follows... FNV / Franco Nevada: 3.12.24: $113.03 / rgld-$112.04= 91.6% 12.29.23: $110.81 / rgld-$120.96= 91.6% FNV-etc: UGL: 00.00, gdx: 00.00, 20.0%, rgld: 120.0, 00.0%. fnv: 100.0, 00.0% Ye'2023: / UGL: 00.00, gdx: 00.00, 20.0%, rgld: 120.0, 00.0%. fnv: 100.0, 00.0% w/TFPM ($13.31) vs-UGL ($63.87): 20.8% UGL ($63.87) vs.GLD ($191.17) = 33.4%, HK-Gold ($1,502): w/AGQ (27.17): w/SIL (28.37): UGL-to-GLD Ratio: FNV to_RGLD: 92.6% Link to comment Share on other sites More sharing options...
webmaster Posted January 2 Report Share Posted January 2 Triple Flag, vs. 2X Gold .. 40x Feb$10, 40x Jul$10 TFPM : $16.36 /UGL: $79.46= 20.6% GDX ($34.58, 47.3%) 4.26.24 03.27.24: $14.45/ $72.26= 20.0%, /$30.96= 46.7% 12.29.23: $13.31/ $63.87 = 20.8%, /$31.01= 42.9% 07.01.22 : $13.05/ $56.45= 23.1%, /$28.16= 46.3% === TFPM ($13.31) $10 Call, feb.15: 3.30-3.60: 3.45 = 13.45 / 0.231= $58.22>$63.87, +9.7% Ratio: TFPM : $16.36 /UGL: $79.86= 20.6%, YE'23: $13.31 /$63.87= 20.8% Link to comment Share on other sites More sharing options...
webmaster Posted January 12 Report Share Posted January 12 First Quantum's shut Panama copper mine to present initial preservation plan PANAMA CITY - The Panama unit of Canadian miner First Quantum Minerals said Wednesday that it will present to government officials the first phase of its mine preservation plan on January 16, according to a statement, after its project was ordered closed last year.The Cobre Panama project, one of the world's largest open-pit copper mines, was forced to shut down after Panama's top court ruled that its contract was unconstitutional, following nationwide protests opposed to its continued operation. Link to comment Share on other sites More sharing options...
webmaster Posted March 8 Report Share Posted March 8 Gold Royalty Corp/ GROY: $1.90 /UGL-68.66=2.77%; Tfpm: 13.56, 19.7% 3.12.24: $1.85 / UGL-68.66 = 2.69%; Tfpm: 13.44, 19.57% GROY operates as a gold-focused royalty company, offering innovative financing solutions to the metals and mining industries. The company's strategy is to acquire royalties, streams, and similar interests across the mine life cycle, building a diversified portfolio with near, medium, and longer-term returns. Currently, Gold Royalty's portfolio primarily comprises net smelter return royalties on gold properties situated in the Americas. In its recent earnings report for Q3 2023, Gold Royalty Corporation (NYSE: GROY) demonstrated positive momentum. The company reported a lower adjusted net loss and significantly higher total revenue and land agreement proceeds compared to the previous quarter. Notably, there was an approximately 11% increase in total royalties. While quarterly revenue showed a slight decrease compared to the same period last year, there was a notable 48% growth in total revenue and land use agreement proceeds. This growth was primarily attributed to new revenue from Cozamin, offsetting the absence of revenue from Jerritt Canyon due to care and maintenance. Operating cash flow before working capital changes also improved significantly, reflecting the company's efforts to reduce costs and streamline administrative activities. Although Gold Royalty's financial metrics are improving, the company still reported net losses, which may raise concerns among investors. However, with the higher average realized gold price and a significant increase in attributable gold-equivalent ounce production, the company anticipates a positive trajectory in the coming years. The outlook for 2024 suggests an inflection point, with expected growth in operating cash flow, further boosted by continued production increases in 2025. In recent moves, Gold Royalty Corp. announced significant investments and acquisitions. The company entered into agreements with Borborema Inc. to provide project financing for the Borborema gold project in Brazil, securing a 2% net smelter return royalty and a royalty-convertible gold-linked loan. Additionally, Gold Royalty completed the acquisition of a portfolio of 21 royalties in Quebec from SOQUEM, further enhancing its asset base and growth potential. These initiatives underscore Gold Royalty's commitment to expanding its royalty portfolio and capitalizing on emerging opportunities in the gold mining sector. With a focus on responsible mining practices and operational excellence, Gold Royalty Corporation (NYSE: GROY) remains poised for continued growth and value creation in the gold royalty space. Link to comment Share on other sites More sharing options...
webmaster Posted March 13 Report Share Posted March 13 CHEAPEST 3 - Royalty, based on P/CF USD.eqv Price: Gn.>Target NAV: Pr/N: Pr/CF EV/eb FCFsust.Mr 1 SAND 4.65 +47% $6.85 $6.04 0.77x 12.4x, 11.3x 57% 2 RGLD 112.75 +28% 144.0 78.30: 1.44x 14.0x, 11.7x 69% 3 TFPM 13.63 +14%: 15.56 14.48: 1.27x 16.5x, 15.2x 76% 6 WPM 44.70 +26% 56.30 29.60 1.51x 25.8x 21.8x 66% 7 FNV 115.0 + 4%: 120.0 55.27 2.08x 26.5x 20.1x 72% SUGGESTIONS: + Lg. Cap., Diversified: AEM / Agnico-Eagle + Torque to Gold: KGC / Kinross + Growth & value: EDV / Endeavour Mining + Large cap Royalty: WPM / Wheaton Precious Metals + Mid-tied Royalty: OGR / Osisko Gold Royalties + Small Cap: ARIS.t / Aris Mining Royalty, CDN, based on P/CF # sym. Price Target NAV : Pr/N Pr/CF FCFsust.Marg 1 SSL C$6.28 $9.25 $8.15: 0.77x 12.4x 57% 2 RGLD 112.75 144.0: 78.30 1.44x 14.0x, 69% 3 TFPM C$18.4 21.00: 10.73: 1.27x 16.5x, 76% 7 FNV C155.2 162.0: 74.62: 2.08x 26.5x 72% Link to comment Share on other sites More sharing options...
webmaster Posted March 15 Report Share Posted March 15 TFPM: $13.56; Range: 11.75 to 17.33 "You'll see a material increase in Gold & Silver" - Triple Flag Precious Metals key asset ramps up. In early March Usmar spoke to Kitco Mining at PDAC 2024 in Toronto, Canada. Usmar was asked about the underappreciated copper markets. He said that the incentive price needs to be higher for serious investment to flow into the space, but management teams that are willing to work through downturns are key. "[People] continue to underestimate the need for staying power and the time it takes from successful exploration in order to actually deliver first pounds of copper out of any investment opportunity," said Usmar. Triple Flag Precious Metals (TSX:TFPM) is a precious metals-focused, royalty and streaming company. The company has a portfolio of 32 producing assets and 41 in development. Usmar said the company has achieved a compound annual growth rate of more than 20% since 2017, and the company now sits at a $2.6 billion market cap. Triple Flag is forecasting an attributable royalty revenue and stream sales of 105,000 to 115,000 gold equivalent ounces in 2024. Link to comment Share on other sites More sharing options...
webmaster Posted March 24 Report Share Posted March 24 GROY in upwards thrust, last $1.90/UGL-68.66=2.77% Interview with GROY's CEO, David Garofalo: "The Golden Secret". 33,488 views Mar 23, 2024 "Gold isn't a commodity". Grant Williams sits down with CEO of Gold Royalty Corp (NYSE: GROY) to spill the beans on what's really going on in the gold market. GROY NEWS came out, Stock Fell over 0.10 - 3.27.24? GROY Stock Earnings: Gold Royalty Beats EPS, Misses Revenue for Q1 2024 GROY just reported results for the first quarter of 2024. Gold Royalty reported earnings per share of 1 cent. This was above the analyst estimate for EPS of -1 cent. The company reported revenue of $1.02 million. This was 46.53% worse than the analyst estimate for revenue of $1.90 million Link to comment Share on other sites More sharing options...
webmaster Posted March 30 Report Share Posted March 30 Metalla merged with Nova, which was accretive to NAV MTA: 2017: 2019: 2022: Ytd: $3.11, pe: na, Y: na 2017: Rising COST-of-Capital made it almost impossible to Grow "There's nothing out there, as remotely attractive as our stock".. "We have 5 producing assets" Metalla Royalty (TSXV:MTA) - A Growing Precious Metals and Copper Royalty Co COMMENT @robertdagge200 3 weeks ago Like most all royalty coys of this size, the coy wholly ignores costs in its quarterly reporting - page after page on revenue, zero on why the coy makes massive losses (relative to revenue) each quarter. Mainly G&A, of course. Have never understood why G&A is so high in royalty coys - insane remuneration (and marketing) costs for basically doing an office job. Says the coy is massively undervalued - not if you want your investment to see actual profit. Jam tomorrow for investors; cavier today for management. @mattball7074 3 weeks ago Look at Sandstorms Sales/Revenue & Total Assets... their SG&A is around 6-7M per quarter... now look at these guys with literally 1/60th the sales/revenues and 7% the total assets as Sandstorm with a consistent SG&A of 2M per quarter. Why i'm picking on this figure is that it kills their net income bottom line. It's a royalty company for heavens sake! Link to comment Share on other sites More sharing options...
webmaster Posted March 30 Report Share Posted March 30 BREAKOUT? Watch T-to-R Ratio (possible High near 13%?) Gold Royalty co's are all BID! Breakout coming next? / RGLD 121.8: Tfpm 14.45, 11.9%, Sand 5.25, 4.3%; Fnv 119.2, 97.9% Ratio: TFPM to-RGLD: 11.9%; B@10%, S@13% == Link to comment Share on other sites More sharing options...
webmaster Posted March 31 Report Share Posted March 31 LIRC / Lithium Royalties (C$7.43) / LIT (45.29): 16.4%, ELEC (C$.20) xx%, UGL (72.26) LIT / Lithium & Batt. Tech etf ($45.29) LIT-etc: ($45.29) / UGL ($72.26) = 62.7%. / ATH ($98) = 46.2% Link to comment Share on other sites More sharing options...
webmaster Posted March 31 Report Share Posted March 31 EMX / EMX Royalties: $1.72 > update: $1.90 PE: na, Y: na, (R: 1.41 to 2.20 ), News Releases EMX Royalty Corp. February 29, 2024. EMX Royalty Announces Record Preliminary Revenue for Year End 2023 ... EMX Royalty Reported Results for Q4 2023 - 6 days ago — InvestorPlace - Stock Market News, Stock Advice & Trading Tips EMX Royalty (NYSEMKT:EMX) just reported results for the fourth quarter of ... Strong Revenue Growth Adjusted revenue and other income1 increased by 46% in 2023 Adjusted royalty revenue increased by 119% in 2023 Development of Flagship Assets Significant investment by Zijin Mining Group at Timok through continued development of upper and lower zones Sufficient and Available Capital Strong and consistent operating cash flows enabled the early repayment of $10,000,000 of debt Continued Optionality with Generative Business Generated $5,462,000 in revenue and other income Entered into 20 new partnerships agreements in 2023 Over $39,000,000 in partnership expenditures in 2023 Link to comment Share on other sites More sharing options...
webmaster Posted April 26 Report Share Posted April 26 UROY /Uranium Royalties (2.27)=URC (3.12) / CCJ (49.16)=4.62%, URA (29.18), uroy.wt (x) Ratio: UROY (2.27) /CCJ (49.16)=4.62% x Link to comment Share on other sites More sharing options...
webmaster Posted May 6 Report Share Posted May 6 ROY: At $5.43, SAND could be the Top ROY pick of early MAY, at 7.1% of UGL ($76.70) ROY: Sand: $5.43, 7.1%; Tfpm: $16.32, 21.3%; Rgld: 122.3, 159%; FNV: 123.3, 161% /UGL $76.7 @5.3.24 SAND ($5.43) to TFPM.to (C$22.28): R-24.4%. SAND ($5.43) to TFPM ($16.32): R-33.3% == Link to comment Share on other sites More sharing options...
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