Royalty- und Streamingfirmen für Rohstoffe und Energie

    Zitat von Centurion

    was hälst Du von Source Rock Royalty, SRR.TSX als Alernative zu TPZ?

    Marktkapitalisierung:


    TPZ - 2004 Mio
    SRR - 33 Mio


    Kann man daher nicht wirklich vergleichen.


    Tatsächlich finde ich es überraschend, daß SRR nach 9 Jahren immer noch bei 33Mio steht. Das erinnert mich an die ehemalige RZZ/Abitibi Royalties, die auch nichts machten als Dividenden und Aktienrückkäufe aus ihrer einzigen Royalty zu zahlen, aber nie weiter wuchsen.

    LABRADOR IRON ORE ROYALTY CORPORATION - 2022 RESULTS OF OPERATIONS

    https://www.newswire.ca/news-r…operations-892886885.html
    LABRADOR IRON ORE ROYALTY CORPORATION - CASH DIVIDEND FOR THE FIRST QUARTER OF 2023 - $0.50 PER COMMON SHARE

    https://www.newswire.ca/news-r…mmon-share-854606257.html
    TORONTO, March 7, 2023 /CNW/ - The Directors of Labrador Iron Ore Royalty Corporation (the "Corporation") (TSX: LIF) declared today a quarterly cash dividend of $0.50 per Common Share. The dividend is payable to holders of record at the close of business on March 31, 2023 and is to be paid on April 26, 2023.





    Dividende -29% gekürzt

    Altius Reports 2022 Attributable Royalty Revenue of $103.5M and Adjusted Earnings (1,2) of $33.9M

    https://www.businesswire.com/news/home/20230307006032/en/

    ST. JOHN’S, Newfoundland and Labrador--(BUSINESS WIRE)--Altius Minerals Corporation (TSX: ALS; OTCQX: ATUSF) (“Altius” or the “Corporation”) reports full year revenue of $102.0 million compared to $81.7 million for 2021, and $21.7 million for the fourth quarter compared to $22.6 million for the same period in 2021.
    Full year 2022 attributable royalty revenue(1,2), adjusted for joint venture revenue, of $103.5 million ($2.27 per share(1,2)) was 23% higher than the $83.9 million ($2.03 per share) reported for 2021. Fourth quarter 2022 attributable royalty revenue(1,2) of $23.1 million ($0.49 per share) compares to $23.5 million ($0.57 per share) during Q4 2021. Attributable royalty revenue for 2022 represents an annual record for the Corporation, mainly based upon higher realized commodity prices and the ongoing ramp-up of renewable royalty-based revenue.
    Commenting on the record year and outlook, Brian Dalton, CEO said:
    “2022 was the 25th anniversary year for Altius as a public company and the first year that royalty revenues reached the $100 million milestone. Of far more importance, however, practically all of our long-term exposures are gaining growth signals in the form of one or more of new build intentions, production rate expansions, or resource increase-based life extensions. These developments underpin our confidence that the value of our portfolio will continue along its trajectory of long-term organic growth realization – growth that largely does not require us to make any further investment. We are also particularly gratified to note the continuing acceleration of portfolio growth and long-term revenue build up that is occurring within Altius Renewable Royalties, which is coinciding closely with the elimination of coal from our business.”


    The Corporation’s board of directors has declared a quarterly dividend of $0.08 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on March 17, 2023. The dividend is expected to be paid on or about March 31, 2023.


    Electric Royalties Provides Update on Authier Lithium Royalty
    https://www.accesswire.com/742…n-Authier-Lithium-Royalty
    VANCOUVER, BC / ACCESSWIRE / March 7, 2023 / Electric Royalties Ltd. (TSXV:ELEC)(OTCQB:ELECF) ("Electric Royalties" or the "Company") is pleased to announce that Sayona Mining Limited (ASX:SYA) ("Sayona") has voluntarily submitted its Authier Lithium Project (or "Authier") for an environmental impact assessment and review under the Québec Government's ‘BAPE' (Bureau d'audiences publiques en environnement) process. According to Sayona's news release dated February 27, 2023, its request has been accepted by Québec's Ministry of the Environment, the Fight Against Climate Change, Wildlife and Parks.
    The BAPE's mission is assist government decision‐making by communicating to the environment minister findings and opinions that reflect any local concerns that are based on the principles of the Sustainable Development Act.
    Sayona also reported that its nearby North American Lithium ("NAL") operation in Québec, Canada, is on track to recommence spodumene (lithium) production in March 2023. The start‐up of process operation was reportedly successful, and comprises the circulation of mineralized material through the entire system, from crushing through sorting, grinding and separation. Authier is envisioned by Sayona to become a source of spodumene feed for the NAL concentrator.
    As a result, the Authier Project no longer requires its own concentrator or tailings storage, and the planned daily output below the 2,000-tonne threshold has resulted in a considerably reduced environmental impact compared to the original regulatory submission.
    Electric Royalties holds a 0.5% gross metal royalty on the Authier Lithium Project.


    Globex auch mit 0,5% GMR
    https://www.globexmining.com/d…tationEn_Modified_000.pdf

    Lithium ist ja gerade ziemlich angesagt. Mittlerweile kann man viele Rohstoffe mit speziellen Royalty Unternehmen wie z.B. für Batteriemetalle, Kupfer, Uranium, etc. abdecken.


    Die HP bietet leider keine Präsentation des Unternehmens.


    Hat jemand Daten zu MK und Cashflow zur Hand?

    Zitat von Centurion

    Lithium ist ja gerade ziemlich angesagt. Mittlerweile kann man viele Rohstoffe mit speziellen Royalty Unternehmen wie z.B. für Batteriemetalle, Kupfer, Uranium, etc. abdecken.


    Die HP bietet leider keine Präsentation des Unternehmens.


    Hat jemand Daten zu MK und Cashflow zur Hand?

    MK, wenn ich richtig rechne: 55,285,686 Aktien x 16,10 CAD (SK 10.03.2023)= 890,01 Mio CAD (voll verwässert), aber ohne Over Allotment.

    NOVA TO INCREASE ROYALTY INTEREST ON HUDBAY'S COPPER WORLD COMPLEX

    https://www.newswire.ca/news-r…ld-complex-897573580.html
    VANCOUVER, BC, March 13, 2023 /CNW/ - Nova Royalty Corp. ("Nova" or the "Company") (TSXV: NOVR) (OTCQB: NOVRF) is pleased to announce that it has entered into an agreement (the "Agreement") with an arm's length private party (the "Seller") pursuant to which Nova will acquire an additional 0.03% net smelter return ("NSR") royalty (the "Additional Royalty"), on the Copper World Complex project ("Copper World') located in Arizona, USA, owned by Hudbay Minerals Inc. ("Hudbay") (TSX: HBM) (NYSE: HBM), (the "Transaction"). Nova will now hold a 0.165% NSR royalty on Copper World and Nova's right of first refusal in respect to an additional 0.540%, as detailed in its news release dated January 10, 2022, will reduce to 0.510% NSR upon completion of the Transaction.

    [Blockierte Grafik: https://mma.prnewswire.com/med…DECLARES_QUARTE.jpg?w=200]


    SOURCE ROCK ROYALTIES DECLARES QUARTERLY DIVIDEND
    https://www.newswire.ca/news-r…y-dividend-840524061.html


    CALGARY, AB, March 15, 2023 /CNW/ - Source Rock Royalties Ltd. ("Source Rock") (TSXV: SRR) (TSXV: SRR.WT) a pure-play oil and gas royalty company with an established portfolio of light oil focused royalties in Saskatchewan and Alberta, announces that its board of directors has declared a quarterly dividend of $0.015 per common share, payable in cash on April 14, 2023 to shareholders of record on March 31, 2023.

    Zitat von GermanLong

    n ...17.05.21 Update MC´s und Dividendenrendite lt. Yahoo Finance / Umrechnung auf CAD mit OANDA Währungsrechner
    [...]
    PrairieSky Royalty PSK.TO -- Öl und Gas -- MC 3160 Mio CAD -- 1,9%

    Aktuell bei 4,75% für 2023 und 2024 auf marketscreener (scheint mir etwas zu hoch)
    2022 wurden 0,6 CAD ausgezahlt (~3,x%) (Links unten)


    PrairieSky steht in einer Liste von Insiderkäufen.


    [Blockierte Grafik: https://cdn-ceo-ca.s3.amazonaws.com/1i15ek1-IBTOP230315.JPG]


    saludos

    Lithium Royalty Corp. Acquires Royalty Interest on the James Bay Lithium Project in Québec

    https://www.newswire.ca/news-r…-in-quebec-815773834.html
    James Bay Lithium Project Highlights

    • Located in northern Québec, approximately 130km east of James Bay and the Cree Nation community of Eastmain.
    • Allkem released a NI 43-101-compliant feasibility study ("FS") on December 16, 2021. The following are the key highlights:

      • ~19 year life of mine.
      • Average annual production of 321 kt spodumene concentrate.
      • Projected capital expenditure is USD$286 million.
      • Construction to begin in 2023, with commissioning in the first half of 2024.
      • Run-rate nameplate production expected in 2026.
    • December 2021 Mineral Resource Estimate contained probable mineral reserve of 37.2m tonnes at a grade of 1.3% Li2O.
    • An updated resource for the James Bay Project is expected by mid-2023.
    • Project will source a significant amount of total energy requirements from local sustainable hydro-electric generation.
    • Allkem is ready to start construction following a positive approval ruling from the Joint Assessment Committee (Cree Nation and Provincial Government). The company noted that the public consultation period ended on February 27th.

    Lithium Royalty Corp. James Bay Royalty Highlights

    • 1.5% net smelter revenue royalty, covering a portion of the mineral resources at James Bay Lithium Project.
    • One-third of the royalty is subject to a buy-back right for USD$365,000
    • Net of the buyback the acquired royalty is expected to produce approximately USD$3,000,000 of annual royalty cash flows to Lithium Royalty Corp at current market prices for Spodumene Concentrate when mining of the claims occurs.
    • LRC paid an all cash consideration of USD$1,800,000 to the third party vendor.
    • This acquisition is accretive to Net Asset Value per share using LRC's conservative underwriting assumptions.
    • Allkem has recently completed 19,255m of resource extension drilling, which should directly benefit the Royalty Area.
    • Allkem's prior disclosures highlight that mineralization is open to the north and to the east presenting attractive optionality given the Royalty Area covers the eastern areas of the project.


    NOVA ROYALTY REPORTS FINANCIAL RESULTS FOR THE THREE MONTHS AND YEAR ENDED DEC 31, 2022 AND PROVIDES ASSET UPDATE

    Full year 2022 and early 2023 highlights:

    • Revenue: for the year ended December 31, 2022, Nova recognized revenue of $2.0 million from its royalty interests, primarily related to Aranzazu reaching record production in multiple quarters.
    • Acquired exposure to two advanced, Tier-1 copper projects: In 2022, Nova acquired a royalty on Hudbay Minerals' Copper World Complex and secured the right to acquire a net profit interest royalty on Lundin Mining's Josemaria project. Nova subsequently increased its royalty interest in Copper World in March 2023.
    • Achieved critical mass among advanced, Tier-1 copper assets: Nova now has exposure to 5 of the top 10 open pit copper development projects in the Americas by mineral reserves; three of those projects: Taca Taca (First Quantum), Lundin Mining (Josemaria), and Copper World (Hudbay Minerals) are expecting construction decisions by their operators in 2024-2025.
    • Continued progress of portfolio assets: Key development assets on which Nova holds royalties showed strong advancement toward construction decisions in 2022 with First Quantum, Lundin and Hudbay making significant engineering and permitting progress at Taca Taca, Josemaria, and Copper World, respectively. In February 2023, Los Andes Copper announced the results of a maiden pre-feasibility study ("PFS") and mineral reserve for the Vizcachitas project, showing an initial mine life of 26 years, average annual production of 183,017 tonnes of copper for the first 8 years, an IRR of 24%, and a post-tax NPV of $2.8 billion.
    • Bolstered Board and Management: Announced the addition of Douglas Silver to Nova's Board of Directors and the appointment of Hashim Ahmed as Nova's CFO in February 2023; Mr. Ahmed's transition into the CFO role is expected to be effective at the start of the second quarter of 2023.


    https://www.newswire.ca/news-r…set-update-831353077.html


    Nova Royalty Corp (NOVRF) Q4 2022 Earnings Call Transcript


    https://seekingalpha.com/artic…-earnings-call-transcript

    Ecora Resources PLC Announces Full Year Results
    https://www.goldseiten.de/arti…es-Full-Year-Results.html


    Financial Highlights:
    · Record FY22 portfolio contribution of $143.2m, up 67% on FY21 ($85.6m) as the portfolio benefited from stronger commodity prices for the majority of the year
    · Adjusted earnings of $87.9m, also representing a 67% increase on FY 21 ($52.3m) preserving profit margins despite inflationary backdrop
    · Adjusted earnings per share up 49% at 37.55c (2021: 25.18c)
    · Royalty and metal stream related revenue of $141.9m, up 66% on FY21 ($85.3m)
    · Profit before tax of $135.4m, up 147% on FY 21 ($54.6m)
    · Net debt as at 31 December 2022 of $36m (31 Dec 21: $90m), reflecting rapid deleveraging in 2022 as a result of strong cash generation
    · Borrowing facility extended by twelve months to February 2025
    · Final dividend proposed of 1.75p per share, bringing the total dividend for the year to 7p per share, as per guidance
    · Future facing commodities now represent 85% of the Group's royalty assets on balance sheet at YE 22 (YE 21: 75%)


    Portfolio Highlights
    · Added medium term growth through the acquisition of a portfolio of royalties over advanced stage copper and nickel projects from South32, including royalties over the West Musgrave and Santo Domingo projects, for a fixed consideration of $185m with further contingent consideration of up to US$15m
    · Construction commenced on the West Musgrave copper nickel project with production forecast by OZ Minerals to start in H2 25
    · BHP reached an agreement to acquire 100% of the shares in OZ Minerals (subject to various conditions) in a transaction that will see BHP become operator of the West Musgrave development
    · Capstone Copper published the Mantoverde-Santo Domingo District Integration Plan, detailing the path towards a world class mining district in the Atacama region of Chile
    · Brazilian Nickel announced first nickel production from the small scale PNP1000 plant at the Piauí nickel and cobalt project in Brazil with the full-scale construction financing process now underway
    · The Queensland Government added new tiers to the statutory royalty regime, significantly increasing royalty revenue from the Group's Kestrel royalty entitlement at prices above A$175/tonne from 1 July 2022, increasing the weighted average royalty rate from 13% in H1 22 to 23% in H2 22


    Outlook:
    · Copper, steel making coal, uranium and iron ore pellet prices have started the year strongly
    · Cobalt and nickel prices have weakened YTD reflecting increased supply and, in the case of cobalt, a reduction in demand for consumer electronics. Class 1 nickel markets remain tight, and the medium-long term outlook for both commodities remains strong
    · Kestrel saleable volumes produced within the Group's private royalty area in 2023 are expected to be primarily weighted towards Q1 and Q4, with total saleable volumes from the Group's area approximately half those during 2022
    · Voisey's Bay stream expected to generate 13-15 deliveries of cobalt in 2023 (each delivery is 20 tonnes of which 70% to attributable to Ecora), compared to 19 received in 2022, due to the transition from end of life open pit operations to the underground mine life extension which is expected to ramp up from 2024
    · Capstone Copper announced commercial production following the Mantos Blancos Phase I expansion, and is now evaluating the potential to increase throughput of the Mantos Blancos sulphide concentrator plant from 7.3 million tonnes per year to 10.0 million tonnes per year. The Mantos Blancos Phase II feasibility study is expected to be released in H2 23
    · Cameco has reversed an earlier decision to operate the Cigar Lake mine at 75% of production capacity in 2024 and it is now planned to operate the mine at full licensed capacity of 18Mlbs
    · Remain in discussions with the operator of EVBC following recent margin pressure, and it is likely that in the short term a portion of cash royalties, including H2 22, will be deferred until a later date
    · Production volumes at the Group's other royalty assets for 2023 are expected to be broadly in-line with 2022 levels
    · Updated Santo Domingo feasibility study expected in H2 23 as Capstone Copper plans to take advantage of the proximity synergies with the existing Mantoverde operation and infrastructure
    · Retain a strong balance sheet from which to pursue future growth opportunities as we continue to transition our portfolio towards future facing metals
    · Dividend to be rebased to US$ at twelve month average USD:GBP exchange rate of 1.21. 7p per share dividend to be converted and rounded up to 8.5¢ per share, resulting in quarterly payments of 2.125¢ per share, commencing from Q1 23.


    https://www.ecora-resources.co…s_presentation_vFinal.pdf

    Ecora Resources PLC Announces Director/PDMR Shareholding

    https://www.accesswire.com/747…DirectorPDMR-Shareholding
    LONDON, UK / ACCESSWIRE / April 3, 2023 / Ecora Resources PLC ("Ecora" or the "Company") (LSE:ECOR)(TSX:ECOR)(OTCQX:ECRAF) has received notification of the following transactions by Mr. Bishop Lafleche, Chief Executive Officer of the Company, Mr. Flynn, Chief Financial Officer of the Company and Mr. Dacomb, Non-Executive Director of the Company.
    From 29 March 2023 to 30 March 2023, Mr. Bishop Lafleche acquired 70,000 ordinary shares of 2 pence each in the Company ("Shares") at an average approximate price of 124.26p per share.
    From 29 March 2023 to 30 March 2023, Mr. Dacomb acquired 15,937 Shares at an average approximate price of 122.14p per share.
    On 30 March 2023, Mr. Flynn acquired 33,944 Shares at a price of 127.00p per share.


    RE Royalties Announces Final Closing of Private Placement of Series 3 Secured Green Bonds

    https://www.accesswire.com/747…ies-3-Secured-Green-Bonds
    VANCOUVER, BC / ACCESSWIRE / April 3, 2023 / RE Royalties Ltd. (TSXV:RE)(OTCQX:RROYF) ("RE Royalties" or the "Company"),a global leader in renewable energy royalty-based financing, is pleased to announce the successful final closing (the "Final Closing") of its non-brokered private placement offering (the "Private Placement") of Series 3 senior secured green bonds of the Company (the "Green Bonds"), as previously announced on January 27, 2023, and subsequently upsized as per the Company's announcement of February 27, 2023.
    Pursuant to the Final Closing, the Company issued 297 Canadian dollar denominated Green Bonds, with a principal amount of $1,000 per Green Bond for aggregate gross proceeds of $297,000.
    When taken in total aggregate, including both: (i) the Company's marketed public offering Green Bonds, which closed a first tranche and second and final tranche on January 30, 2023 and February 28, 2023, respectively, and (ii) the Private Placement, the Company has issued a total of 16,423 Canadian dollar denominated Green Bonds for aggregate gross proceeds of $16,423,000 and 1,242 United States dollar denominated Green Bonds for aggregate gross proceeds of US$1,242,000.
    The Green Bonds will have a maturity date of January 30, 2028, and bear interest at a rate of 9% per annum, payable quarterly, and will be senior obligations of the Company secured against the Company's portfolio of royalty and loan investments.


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