Franco - Nevada / FNV (TOR / NYSE)

Franco-Nevada: Buy The Dips

https://seekingalpha.com/artic…ock-buy-the-dips#comments

• Franco-Nevada reported solid results in Q1, with double-digit revenue and adjusted EPS growth.
• This was helped by much higher energy prices and increased contribution from iron ore, offset by lower precious metals production and lower silver prices.

[Blockierte Grafik: https://static.seekingalpha.com/uploads/2022/6/15/45984866-16553012745033526_origin.png]

Summary
Franco-Nevada is the gold standard for low-risk exposure to precious metals, and with the recent rise in energy prices, the stock is seeing an acceleration in its earnings growth above that of its peers. However, Franco-Nevada lacks meaningful growth like other royalty/streaming names, and while its diversification across assets and commodities commands a premium, I still don't see enough margin of safety to justify paying up for the stock at $140.00. So, while I think Franco-Nevada is a long-term hold and a staple for a precious metals portfolio, I continue to see better value elsewhere in the sector. Having said that, any dip below $130.00 should present a buying opportunity.

Zitat von Vassago

352,5 Mio. $ Finanzierungspaket mit G Mining Ventures

• davon 250 Mio. Stream
• 75 Mio. $ als besichertes, befristetes Darlehen
• und 27,5 Mio. $ in G Mining Stammaktien
• G Mining besitzt das Tocantinzinho-Projekt in Brasilien
• mit La Mancha und Eldorado Gold gibt es bereits 2 weitere strategische Investoren
• der Produktionsstart wird für H2/2024 erwartet
• Franco-Nevada erwartet sich 24,5 koz GE pro Jahr in den ersten 5 vollen Produktionsjahren
• das Projekt ist vollständig finanziert: 535 Mio. $ Kapital > 455 Mio. $ ausstehende Entwicklungskosten (ohne zusätzliche Kostensteigerungen)
• EGO 5,49$
• GMIN.V 0,65 C$
• FNV 127$

https://s21.q4cdn.com/70033355…antinzinho-2022-07-18.pdf

FNV bekommt 12,5% der Produktion bis 300 koz Gold erreicht sind, danach 7,5% für die verbleibende Lebensdauer der Mine. G Mining erhält 20% vom Spotpreis für jede gelieferte Unze.

Auch gut für Metalla und Osisko Gold Royalties mit ihren NSR`s auf Tocantinzinho Gold

Franco-Nevada Reports Record Q2 Results

https://www.newswire.ca/news-r…q2-results-816139647.html
TORONTO, Aug. 10, 2022 /CNW/ - "We are proud to report record quarterly and half-year results on many financial metrics," stated Paul Brink, CEO. "The low-risk nature of our business is most pronounced in today's inflationary environment. Our top-line precious metal stream and royalty interests helped generate our highest margins since starting streaming. Our Energy assets performed well and are the driver behind our record revenues. We are pleased to add exposure to the construction-ready Tocantinzinho gold project and to have received good organic growth news from several of our assets during the quarter, in particular the further expansion of the Detour Lake mine. Franco-Nevada is debt-free and is growing its cash balances."

Hi edel,

Ich hatte franco auf dem radar, dann habe mich am donnerstag für wheaton p.m. entschieden. Einen ersten Schritt gekauft. Kann sein das die kleinen evtl.beim nächsten Schub besser laufen, aber dafür oftmals keine div., hohes Risiko...ich basiere mich nur noch auf grosse und mittlere Produzenten. Obwohl die mittleren schon riskant sind. Newmont müsste ich stärker aufstocken und noch franco und gut wärs. Die kleinen bis auf 2-3 aktien gehen raus.

In normalen Zeiten würde ich auch sagen, daß die fundamental besser aufgestellte Franco Nevada gehalten werden

kann, da ihr Gewinn nicht gelitten hat (durch den Energie-Anteil).

Wegen der laufenden HCL-zyklischen Korrektur und durch den Kursverlauf von Newmont gewarnt, rechne ich hier aber auch noch mit einer stärkeren Schlußkorrektur und der Boden ist charttechn. dafür gerade gelegt worden :

[Blockierte Grafik: https://tvc-invdn-com.investing.com/data/tvc_e2fd9466d5f8802beb0613dc390fb832.png]
ich rechne also mit einem nochmaligen tieferen Tief um die 115$ ,bevor sie in einen Aufwärtstrend (BMR) umschwenkt.

Westhaven Arranges Financing Package With Franco-Nevada Corporation
https://ceo.ca/@globenewswire/…ackage-with-franco-nevada
Westhaven has agreed to sell a 2% net smelter return royalty (the “NSR”) to Franco-Nevada for US$6,000,000 (the “NSR Transaction”). The NSR applies to all of Westhaven’s claims across the Spences Bridge Gold Belt (the “SBGB”) in Southwestern British Columbia, Canada. Westhaven has an option to buy-down 0.5% of the NSR for US$3,000,000 for a period of 5 years from the closing of the transaction. Westhaven has also agreed to sell to Franco-Nevada for US$750,000 the Talisker Resources Ltd. net smelter return royalty (the “Talisker Royalty”) originally granted to Westhaven by Sable Resources Ltd. and referenced in Westhaven’s news release dated October 16^th, 2018 (the “Talisker Royalty Transaction”). Link to news release: Westhaven news release October 16th, 2018

In addition, Franco-Nevada has agreed to subscribe for 2,500,000 shares of the Company at a price of CAD$0.40 for gross proceeds of CAD$1,000,000 (the “Private Placement”).

Franco-Nevada Reports Q3 Results
https://www.newswire.ca/news-r…q3-results-864176016.html
Strong Financial Position

• Earned record GEOs, revenue, net income, Adjusted Net Income and Adjusted EBITDA YTD in 2022
• No debt and $2.0 billion in available capital as at September 30, 2022
• Generated $232.3 million in operating cash flow for the quarter
• Quarterly dividend of $0.32/share

Diverse, Long-Life Portfolio

• Most diverse royalty and streaming portfolio by asset, operator and country
• Core assets outperforming since time of acquisition
• Long-life reserves and resources

Growth and Optionality

• Acquisitions, mine expansions and new mines driving future growth
• Long-term optionality in gold, copper and nickel and to some of the world's great mineral endowments
• Strong pipeline of precious metal opportunities

Portfolio Additions

• Financing Package with Argonaut Gold on the Magino Gold Project: On October 27, 2022, we acquired a 2% NSR on Argonaut Gold Inc.'s ("Argonaut") construction-stage Magino gold project located in Ontario, Canada, for a purchase price of $52.5 million. We also completed a private placement with Argonaut of $10.0 million (C$13.6 million). Argonaut reported that the construction of the project is approximately 70% complete as at September 30, 2022, with first gold pour expected in April 2023.

Dividend Declaration
Franco-Nevada is pleased to announce that its Board of Directors has declared a quarterly dividend of US$0.32 per share. The dividend will be paid on December 22, 2022 to shareholders of record on December 8, 2022 (the "Record Date").

Franco-Nevada Provides Further Update on Cobre Panama

https://www.prnewswire.com/new…bre-panama-301710561.html

Franco-Nevada Provides Additional Update on Cobre Panama

https://www.prnewswire.com/new…bre-panama-301717676.html
TORONTO, Jan. 10, 2023 /PRNewswire/ - Franco-Nevada Corporation ("Franco-Nevada") (TSX: FNV) (NYSE: FNV) has been advised by its partner First Quantum Minerals Ltd. ("First Quantum") that engagement between First Quantum, Minera Panama, S.A. ("MPSA"), the operator of Cobre Panama, and the Government of Panama (the "Government") continues regarding the long-term future of the Cobre Panama mine. First Quantum remains ready to reach an agreement that is fair and equitable to both First Quantum and the Government.
As previously announced by First Quantum, MPSA is working through a number of steps to address the resolution from the National Directorate of Mineral Resources of the Ministry of Commerce and Industries requiring MPSA to suspend commercial operations at Cobre Panama. MPSA will deliver a plan to put the mine under "care and maintenance" to the Government, for review and response. At this time, the timing and impact of any care and maintenance regime enacted by the Ministry remain uncertain. First Quantum reported that in the interim, operations at Cobre Panama continue as normal, with no disruption to production as yet.

Franco-Nevada Declares Dividend Increase and Provides Details for Upcoming Release of 2022 Results

https://www.prnewswire.com/new…22-results-301722802.html
TORONTO, Jan. 17, 2023 /PRNewswire/ - Franco-Nevada Corporation ("Franco-Nevada" or the "Company") is pleased to announce that its Board of Directors has raised its quarterly dividend and declared a quarterly dividend of US$0.34 per share payable on March 30, 2023 to shareholders of record on March 16, 2023 (the "Record Date"). The increased dividend will be effective for the full 2023 fiscal year. This is a 6.25% increase from the previous US$0.32 per share quarterly dividend and marks the 16^th consecutive annual increase for Franco-Nevada shareholders.
Canadian investors in Franco-Nevada's IPO in December 2007 are now receiving an effective 12.2% yield on their cost base. The dividend has been declared in U.S. dollars and the Canadian dollar equivalent will be determined based on the daily average rate posted by the Bank of Canada on the Record Date.
Under Canadian tax legislation, Canadian resident individuals who receive "eligible dividends" are entitled to an enhanced gross-up and dividend tax credit on such dividends.

Marathon Gold Exercises Buy Back Option on Valentine Royalty
https://ceo.ca/@globenewswire/…-back-option-on-valentine
ORONTO, Jan. 25, 2023 (GLOBE NEWSWIRE) -- Marathon Gold Corporation (“Marathon” or the “Company”; TSX: MOZ) reports that it has provided notice to Franco-Nevada Corporation (“FNV”) of its intention to exercise its option (the “Buy Back Option”) to acquire 0.5% of the 2.0% net smelter returns royalty (“NSR”) on the Valentine Gold Project (the “Project”) held by FNV. The closing of the exercise of the Buy Back Option is scheduled for February 22, 2023 at which time the Company shall pay to FNV consideration of US$7 million, thereby reducing the NSR on the Project from 2.0% to 1.5%.

Franco Nevada sollte unbedingt noch heute/morgen den Topkurs von Anfang Dezember bei 150 $ durchbrechen !!

Ansonsten würde dieses charttechn. Schwächezeichen zum Versagerzeichen mutieren !

[Blockierte Grafik: https://charts.comdirect.de/charts/rebrush/design_big.chart?AVGTYPE=simple&AXIS_SCALE=lin&DATA_SCALE=abs&HEIGHT=655&IND0=RSI&LCOLORS=5F696E&LNOTATIONS=51387753&SHOWHL=1&TIME_SPAN=6M&TO=1674666913&TYPE=ohlc&WIDTH=645&WITH_EARNINGS=1]

warum erst dieser starke Novemberanstieg und dann diese Schwäche Mitte Dezember - erschließt sich mir nicht...
jedenfals hat es unglaublich lange gedauert, wieder auf Höchstkurs zurückzufinden - dafür wird es interne Gründe geben, die ich gerne in Erfahrung bringen würde, wenn ich hier investiert wäre...

könnte mir nur zusammenreimen, daß der Energiebeitrag im November größer war und ein stärkerer Goldpreis sich weniger positiv im Kurs/$ niederschlägt