Royalty- und Streamingfirmen für Rohstoffe und Energie

... Wann wird SRR richtig anspringen?

Ach, egal, solange die Dividende zuverlässig wie ein Uhrwerk kommt 🙂

Ach, sehe gerade +5 %👍 heute

Sollte man rot im SRR Kalender ankreuzen...

Ecora Resources veröffentlichte heute Zahlen.

wealthoracle.co.uk (kopiert von advfn) faßt es folgendermaßen zusammen:

Zitat

Ecora Royalties delivered a step-change in earnings power in the first half, with adjusted earnings surging 509% to $19.5m and adjusted EPS jumping to 7.81c from 1.27c a year earlier, as the critical minerals royalty and streaming portfolio benefited from both volume ramp-ups and sharply higher commodity prices.

Total portfolio contribution rose 75% to $31.3m, driven by a 159% uplift in the base metals segment to $22.5m, where Voisey's Bay cobalt deliveries nearly doubled to 266 tonnes and realised cobalt pricing climbed 72% to $28.40/lb. Statutory profit before tax swung to $24.3m from a $10.9m loss, while free cash flow multiplied six-fold to $12.1m.

The balance sheet continues to strengthen materially, with net debt falling to $74.9m from $124.6m twelve months prior and leverage now sitting at 1.35x against a 3.5x covenant ceiling, comfortably supporting the raised interim dividend of 1.90c per share, more than triple the prior year's 0.60c.

Kestrel coal royalties remained subdued at $1.3m as mining stayed largely off private royalty ground, though FY volume guidance of 1.0-1.1mt is unchanged.

Looking ahead, management flags a dense catalyst calendar including a Santo Domingo FID targeted for Q4, the Mantos Blancos Phase II PFS, Phalaborwa DFS completion and Nifty cathode restart, all set against a copper price backdrop that should continue to compound the scalability of the royalty model into the second half.

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Hat aber auch lange genug gedauert.

Das Kurstief liegt in der Gegend des Trumpschen "liberation day" im April "25.

saludos