Osisko Reports Q1 2024 Results, by @GlobeNewswire

Strong operating cash flows of $50.4 million, cash margin of 97%, and 8% increase in quarterly dividend

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Highlights

• 22,259 gold equivalent ounces¹ (“GEOs”) earned (23,111 GEOs in Q1 2023);
• Revenues from royalties and streams of $60.8 million ($59.6 million in Q1 2023);
• Cash flows generated by operating activities of $50.4 million ($45.5 million in Q1 2023);
• Cost of sales of $1.8 million, resulting in a quarterly cash margin² of 97% ($58.9 million);
• Net earnings of $15.1 million, $0.08 per basic share ($20.8 million, $0.11 per basic share in Q1 2023);
• Adjusted earnings² of $29.7 million, $0.16 per basic share ($25.2 million, $0.14 per basic share in Q1 2023);
• Repayment of $43.6 million under the revolving credit facility;
• Cash balance of $70.6 million and debt position of $151.9 million as at March 31, 2024; and
• Appointment of Mr. David Smith to the Board of Directors.

Subsequent to March 31, 2024

• Additional repayments of $18.6 million on the revolving credit facility and extension of the maturity date from September 29, 2026 to April 30, 2028;
• Publication of the fourth edition of the Company’s sustainability report, Growing Responsibly and Osisko’s 2024 Asset Handbook; and
• Declaration of a quarterly dividend of $0.065 per common share payable on July 15, 2024 to shareholders of record as of the close of business on June 28, 2024, an increase of 8%.

Osisko Declares an 8% Increase in Second Quarter 2024 Dividend, by @GlobeNewswire

MONTREAL, May 08, 2024 (GLOBE NEWSWIRE) -- Osisko Gold Royalties Ltd (the “Company” or “Osisko”) (OR: TSX & NYSE) is pleased…

ceo.ca

Was war hier heute los?! Absturz um > 5 %. Finde keine Ursache.

Diese Meldung kann es ja wohl nicht gewesen sein:

https://www.wsj.com/articles/premium-nickel-resources-ltd-announces-appointment-to-its-board-of-directors-b25ef532

"Premium Nickel Resources Ltd. (TSXV: PNRL) (OTCQX: PNRLF) ("PNRL" or the "Company") is pleased to announce the appointment of Mr. Norman MacDonald as a director of the Company, effective immediately....Mr. MacDonald is a director and Chair of the Board at Osisko Gold Royalties."

Da geht es doch mehr um Aufsichtsratsposten.

Gruß! Fritz

Bei VGCX gab es einen Unfall. Handelsausetzung. Vllt. sind das die Nebenwirkungen.

https://vgcx.com/news/victoria…-heap-leach-pad-incident/

Victoria Gold: Eagle Gold Mine Heap Leach Pad Incident

June 24, 2024

Whitehorse, YT / June 24, 2024 / Victoria Gold Corp. (TSX-VGCX) (“Victoria” or the “Company”) announces that, this morning, the heap leach pad (“HLP”) at the Eagle Gold Mine in Yukon experienced a failure. Operations are temporarily suspended while the site operations team along with management continue to assess the situation and gather information. At this early stage, it can be confirmed that there has been some damage to infrastructure and a portion of the failure has left containment. There have been no injuries to personnel associated with the incident. The Company will provide further information as it becomes available.

Zitat von blaucater

https://vgcx.com/news/victoria…-heap-leach-pad-incident/

Victoria Gold: Eagle Gold Mine Heap Leach Pad Incident

June 24, 2024

Whitehorse, YT / June 24, 2024 / Victoria Gold Corp. (TSX-VGCX) (“Victoria” or the “Company”) announces that, this morning, the heap leach pad (“HLP”) at the Eagle Gold Mine in Yukon experienced a failure. Operations are temporarily suspended while the site operations team along with management continue to assess the situation and gather information. At this early stage, it can be confirmed that there has been some damage to infrastructure and a portion of the failure has left containment. There have been no injuries to personnel associated with the incident. The Company will provide further information as it becomes available.

SSRM Deja Vu

OR - 5% NSR royalty on Eagle until 97,500 ounces of gold have been delivered and a 3% NSR royalty thereafter. Osisko’s royalty covers the entire Dublin Gulch property including the reserves on the Eagle and Olive ore deposits and all of the exploration targets being most actively pursued by Victoria.

Eagle (Au) | Osisko

Royalty and Terms: 5% NSR royalty on Eagle until 97,500 ounces of gold have been delivered and a 3% NSR royalty thereafter. Osisko’s royalty covers the entire…

osiskogr.com

Osisko Reports Q2 2024 Results, by @GlobeNewswire

Record operating cash flows of $52.3 million with quarterly cash margin of 97%

ceo.ca

Highlights

• 20,068 gold equivalent ounces¹ (“GEOs”) earned (24,645 GEOs in Q2 2023);
• Revenues from royalties and streams of $64.8 million ($60.5 million in Q2 2023);
• Record cash flows generated by operating activities of $52.3 million ($47.4 million in Q2 2023);
• Net loss of $21.1 million, $0.11 per basic share (net earnings of $18.0 million, $0.10 per basic share in Q2 2023), as a result of a non-cash impairment loss of $67.8 million on the Eagle gold royalty, representing 100% of the net book value on June 30, 2024 ($49.9 million, net of income taxes);
• Record adjusted earnings² of $33.2 million, $0.18 per basic share ($27.2 million, $0.15 per basic share in Q2 2023);
• Repayment of $44.2 million under the revolving credit facility and extension of the maturity date from September 29, 2026 to April 30, 2028;
• Cash balance of $65.7 million and debt outstanding of $109.0 million as at June 30, 2024;
• Publication of the fourth edition of the Company’s sustainability report, Growing Responsibly and the 2024 Asset Handbook; and,
• Declaration of a quarterly dividend of $0.065 per common share paid on July 15, 2024 to shareholders of record as of the close of business on June 28, 2024, an increase of 8%.

Osisko is also pleased to announce the appointment of Ms. Wendy Louie to its Board of Directors.

Osisko Announces Agreement to Purchase Royalties on Spartan Resources’ Dalgaranga Gold Project in Western Australia, by @GlobeNewswire

MONTREAL, Sept. 30, 2024 (GLOBE NEWSWIRE) -- Osisko Gold Royalties Ltd (the “Company” or “Osisko”) (OR: TSX & NYSE) is…

ceo.ca

Osisko Gold Royalties Ltd (OR) (the “Company” or “Osisko”) (OR: TSX & NYSE) is pleased to announce that it has entered into a binding agreement to acquire a 1.8% gross revenue royalty (“GRR”) on the Dalgaranga Gold project (the “Dalgaranga Royalty” and the “Project”) operated by Spartan Resources Limited (“Spartan”) in Western Australia. In addition, Osisko shall also acquire a 1.35% GRR (the “Exploration Royalty”) on additional regional exploration licenses in proximity to Dalgaranga. The considerations to be paid by Osisko to the seller, Tembo Capital Mining Fund III (“Tembo”), for the Dalgaranga Royalty and the Exploration Royalty, respectively, total US$44 million and US$6 million (collectively the “Transaction”). Closing of the Transaction is subject to approval from Australia’s Foreign Investment Review Board which is expected in the coming weeks.

TRANSACTION HIGHLIGHTS

Exposure to a Premium Gold Development Project in a Top-Tier Mining Jurisdiction

Dalgaranga is one of the best gold development and production re-start projects globally. The Project is located in Western Australia, one of the most prolific and well-established mining jurisdictions; and

Dalgaranga, a recently mined open pit operation, has been rejuvenated by very impressive new high-grade discoveries, most notably the Never Never and Pepper deposits, which have shifted the focus towards ore extraction via underground mining methods.

Near-Term Cash Flow Potential

The Dalgaranga mill is fully-permitted and approvals for future underground mining are in progress, providing a clear path to near-term production. The Project is on the verge of re-starting as one of Western Australia’s next significant high-grade gold mines with first production from underground likely re-commencing within the next 2 years.

Osisko Reports Q3 2024 Results, by @GlobeNewswire

MONTRÉAL, Nov. 06, 2024 (GLOBE NEWSWIRE) -- Osisko Gold Royalties Ltd (the “Company” or “Osisko”) (OR: TSX & NYSE) today…

ceo.ca

Highlights

• 18,408 gold equivalent ounces (“GEOs¹”) earned (23,292 GEOs in Q3 2023²);
• Revenues from royalties and streams of $57.3 million ($62.1 million in Q3 2023), exclusive of 1,595 GEOs earned but not sold due to quarter-end timing;
• Cash flows generated by operating activities of $47.2 million ($43.5 million in Q3 2023);
• Quarterly cash margin³ of 55.1 million or 96.3%;
• Net earnings of $18.3 million, $0.10 per basic share (net loss of $20.0 million, $0.11 per basic share in Q3 2023);
• Adjusted earnings⁴ of $28.8 million, $0.15 per basic share ($18.3 million, $0.10 per basic share in Q3 2023);
• Repayment of $27.3 million under the revolving credit facility (and repayment of $115.2 million year-to-date in 2024);
• Cash balance of $58.5 million and debt of $80.7 million as at September 30, 2024;
• Acquisition of a 6% gold stream (until 225,000 ounces are delivered, and then 3.6% thereafter) by Osisko Bermuda Limited (“Osisko Bermuda”) on SolGold plc's (“SolGold”) Cascabel copper-gold development project in Ecuador for a total of US$225.0 million, payable upon achieving certain milestones;
• Entered into a binding agreement to acquire a 1.8% gross revenue royalty (“GRR”) from Tembo Capital Mining Fund II (“Tembo”) on Spartan Resources Limited’s Dalgaranga Gold Project (“Dalgaranga”) in Western Australia for US$44 million, and a 1.35% GRR on additional regional exploration licenses in proximity to Dalgaranga from Tembo for US$6 million;
• First delivery of copper received by Osisko Bermuda from Metals Acquisition Limited under the CSA copper stream;
• First payment received from Agnico Eagle Mines Ltd. under the Akasaba West 2.5% NSR royalty (partial coverage);
• Appointment of Ms. Wendy Louie to the Company's Board of Directors as an Independent Director; and
• Declaration of a quarterly dividend of $0.065 per common share paid on October 15, 2024 to shareholders of record as of the close of business on September 30, 2024.

Subsequent to September 30, 2024

• Declaration of a quarterly dividend of $0.065 per common share payable on January 15, 2025 to shareholders of record as of the close of business on December 31, 2024;
• Osisko added to the Solactive Global Silver Miners Total Return Index; the underlying index that is tracked by the Global X Silver Miners ETF (“SIL”), pursuant to the index's semi-annual ordinary adjustment, effective November 1, 2024; and,
• The resignation of Mr. Robert Krcmarov from the Board of Directors in order to assume the role of President & CEO of Hecla Mining Company.

Osisko Declares Fourth Quarter 2024 Dividend, by @GlobeNewswire

MONTREAL, Nov. 06, 2024 (GLOBE NEWSWIRE) -- Osisko Gold Royalties Ltd (the “Company” or “Osisko”) (OR: TSX & NYSE) is pleased…

ceo.ca

Osisko Provides Select Asset Updates

CEO | Mobile Investment Conference

Osisko Announces Renewal of Normal Course Issuer Bid

CEO | Mobile Investment Conference

PRELIMINARY Q4 2024 RESULTS

Osisko earned 20,005 attributable gold equivalent ounces² (“GEOs”) in the fourth quarter of 2024, for a total of 80,740 GEOs in 2024, thereby achieving the mid-point of the Company’s revised GEO delivery guidance range of 77,000-83,000 GEOs. Osisko’s year-over-year GEOs earned decreased by 14% in 2024 due to the stoppage of operations at the Renard diamond mine in the fourth quarter of 2023, and with the stoppage of the Eagle mine as of June 24, 2024 following the slope failure at its heap leach pad facility.

Osisko recorded record preliminary revenues from royalties and streams of $79.3 million (US$56.7 million) during the fourth quarter and preliminary cost of sales (excluding depletion) of $3.1 million (US$2.2 million), resulting in a record quarterly cash margin³ of approximately $76.3 million (US$54.6 million) (or 96.2%).

For the full year 2024, preliminary revenues from royalties and streams reached a record $262.2 million (US$191.2 million) and preliminary cost of sales (excluding depletion) are estimated at $9.3 million (US$6.7 million), resulting in a record annual cash margin³ of $252.9 million (US$184.4 million) (or 96.5%).

As at December 31^st, 2024, Osisko’s cash position was approximately $85.0 million (US$59.1 million), following the closing of both the Dalgaranga royalty acquisitions and the Gibraltar silver stream amendment, in the fourth quarter of 2024. Osisko’s revolving credit facility was drawn by $135.1 million (US$93.9 million) at the end of 2024, with an additional amount of $414.9 million (US$288.3 million) available to be drawn plus the uncommitted accordion of up to C$200 million.

Hallo an alle OR Besitzer oder Interessierte,

habe gerade mit Entsetzen festgestellt das OR ein KGV von 257 hat!

Obwohl sie zum Kauf empfohlen werden, überlege ich den Verkauf meiner Anteile mit über 100 % im Plus.

Oder besser einen Freiläufer generieren?

Wie denkt z.B. Sorgenfrei, der den Thread füttert (danke für die regelmäßigen Infos).

Vielen Dank

Willi

Zitat von wwinzig

Hallo an alle OR Besitzer oder Interessierte,

habe gerade mit Entsetzen festgestellt das OR ein KGV von 257 hat!

Woher hast Du diese Zahl?

Die Börse schaut in die Zukunft und die Gewinne der Royaltys sind normalerweise gut abschätzbar. Am 07.05. veröffentlicht OR die Ergebnisse von Q1/25, am 08.05. gibt es eine Osisko Gold Royalties Q1 2025 Results Conference Call.

Ansonsten verläuft der Chart seit ca. 3 Jahren im Wesentlichen von links unten nach rechts oben. OR steht am Alltime-High und könnte bei einem Rückgang des Goldpreises durchaus eine Korrektur machen. Der Eigenkapitalanteil beträgt 89%.

Marketscreener

Traderfox

Ich würde einen Freiläufer generieren. Es gibt durchaus bessere Werte.

OR wird nicht ohne Grund so stark sein.

Mal schauen, was die anderen sagen.

LG Vatapitta

Highlights

• 19,014 gold equivalent ounces (“GEOs”¹) earned (22,259 GEOs in Q1 2024²);
• Revenues from royalties and streams of $54.9 million ($45.0 million in Q1 2024);
• Cash flows generated by operating activities of $46.1 million ($37.4 million in Q1 2024);
• Quarterly cash margin³ of $53.3 million or 97.1% ($43.7 million or 97.0% in Q1 2024);
• Net earnings of $25.6 million, $0.14 per basic share ($11.2 million, $0.06 per basic share in Q1 2024);
• Adjusted earnings³ of $29.5 million, $0.16 per basic share ($22.0 million, $0.12 per basic share in Q1 2024);
• Net repayment of $19.6 million under the revolving credit facility;
• Cash balance of $63.1 million and debt of $74.3 million as at March 31, 2025;
• Acquisition of a 1.5% net smelter return (“NSR”) royalty from Japan Gold Corp. (“Japan Gold”) on Japan Gold’s wholly-controlled properties in Japan for cash consideration of $5.0 million; and
• Declaration of a quarterly dividend of C$0.065 per common share paid on April 15, 2025 to shareholders of record as of the close of business on March 31, 2025.

Subsequent to March 31, 2025

• Additional repayments of $30.0 million under the Company’s revolving credit facility;
• First payment received from Talisker Resources Ltd. under the Bralorne 1.7% NSR royalty;
• Acquisition of a basket of royalties across various projects in British Columbia from Sable Resources Ltd. (“Sable Resources”) for consideration of C$3.8 million, as well as certain rights in relation to the future acquisition of similar interests from Sable Resources;
• Publication of the fifth edition of the Company’s sustainability report, Growing Responsibly; and
• Declaration of a quarterly dividend of US$0.055 per common share, a 20% increase over the previous quarterly dividend, based on the foreign exchange rate (C$/US$) on the declaration date of the first quarter dividend. The dividend will be paid on July 15, 2025 to shareholders of record as of the close of business on June 30, 2025.

Management Commentary

Jason Attew, President & CEO of Osisko commented: “Osisko’s first quarter represented a good start for the Company in 2025 and serves as a solid base for Osisko to achieve its 2025 guidance range of 80,000 to 88,000 GEOs earned, especially considering that the Company’s GEO deliveries are expected to sequentially improve quarter-by-quarter throughout the remainder of the year ahead.

Looking ahead over the next few months, there are several upcoming catalysts to watch out for, including, but not limited to, Osisko Development’s project financing initiatives on the back of last week’s Optimized Feasibility Study results for the fully-permitted Cariboo gold project; a new life-of-mine plan at Alamos Gold’s Island Gold District; and finally, the anticipated Implementation of the Scheme of Arrangement between Spartan Resources and Ramelius Resources, which, if implemented, could accelerate first production from Dalgaranga to late 2025, a full year ahead of Osisko’s expectations when we acquired the Dalgaranga 1.8% gross smelter return royalty in late September of 2024.”

Norman MacDonald, Board Chair of Osisko, also commented: “Tomorrow’s Annual and Special Meeting of Shareholders will mark the end of Joanne Ferstman’s tenure as an Independent Director on Osisko’s Board. Joanne has been on Osisko’s Board of Directors from the very beginning, and, as such, both Board and Management would like to wholeheartedly thank Joanne for her many years of leadership, guidance and service. Her attention to detail and dedication to realizing the Company’s strategic vision, amongst her many other skills, will be missed. We would also like to wish Joanne all the best in her future endeavours.”

Osisko Gold Royalties Ltd (the “Company” or “Osisko”) (OR: TSX & NYSE) is pleased to announce that the Board of Directors has approved a second quarter 2025 dividend of US$0.055 per common share, a 20% increase over the previous quarterly dividend, based on the foreign exchange rate (C$/US$) on the declaration date of the first quarter dividend. The dividend will be paid on July 15, 2025 to shareholders of record as of the close of business on June 30, 2025. This dividend is an “eligible dividend” as defined in the Income Tax Act (Canada).