Royalty- und Streamingfirmen für Rohstoffe und Energie

    TOPAZ ANNOUNCES SECOND QUARTER 2023 FINANCIAL RESULTS, DECLARES INCREASED THIRD QUARTER DIVIDEND AND CLOSING OF TUCK-IN CORE AREA ACQUISITION
    https://topazwebsite.cdn.prism…+July+31_+2023+vFinal.pdf
    Second Quarter 2023 Highlights

    • Generated Q2 2023 revenue and other income of $74.7 million ($0.52 per basic and diluted share(2)), comprised of $57.7 million (77%) of royalty production revenue and $17.0 million (23%) of infrastructure processing revenue and other income.
    • Generated cash flow of $67.5 million ($0.47 per basic and diluted share(2)), free cash flow (FCF)(1) of $66.4 million ($0.46 per basic and diluted share(2)) and an 89% FCF Margin(1).
    • Royalty production averaged 18,411 boe/d(4) in Q2 2023 and 18,647 boe/d(3)(4)(12) YTD 2023 despite production curtailments during the second quarter attributed to planned maintenance and unplanned shut-ins due to wildfires in Alberta and British Columbia.
    • Topaz's full-year 2023 royalty production guidance of 18,300 – 18,800 boe/d(4) remains unchanged and Topaz estimates its 2023e processing revenue and other income will increase 6%(3) from its previous annual estimate of $65.0 million.
    • Paid a $0.30 per share dividend during the second quarter ($1.20 per share annualized) which represents a 6.0% trailing annualized yield to the second quarter average share price. On July 31, 2023, Topaz's Board approved a quarterly dividend increase to $0.31 per share, effective for the third quarter dividend payment.
    • Reduced net debt(1) $53.5 million (13%) during the first half of 2023.
    • On July 31, 2023, Topaz completed a $39.5 million tuck-in acquisition of infrastructure and royalty assets in its core Charlie Lake and Clearwater operating areas which is expected to provide $6.0 million of annual revenue(3) before consideration of future royalty acreage development.

    Australian Securities Exchange Notice
    1 August 2023 ASX: DRR
    QUARTERLY ROYALTY REVENUE UPDATE
    Deterra Royalties Limited (ASX: DRR) (Deterra or Company) is pleased to confirm total royalty receipts for the June 2023 quarter of $73 million bringing total royalty receipts for FY23 to $229 million.
    Deterra had three producing royalties in the quarter, comprising:
     Mining Area C (MAC), which generated iron ore revenue royalties of $59.5 million and a capacity payment of $13.0 million for total revenue of $72.5 million of the quarter.
     Two Western Australian mineral sands operations which generated $0.4 million combined.
    During the quarter the 11.7% increase in sales volumes from the ramp-up of the South Flank mine was offset by lower realised iron ore pricing, resulting in broadly flat royalty revenue on the prior quarter (down 0.5%).
    The increased annual production, however, resulted in a further $13.0 million capacity payment for the financial year.
    https://www.deterraroyalties.c…loads/2023/08/2585299.pdf

    Präsentation:
    https://www.ecora-resources.co…4_-_Vizcachitas_Final.pdf

    RE Royalties Enters into USD $3.2 Million Loan and Royalty Agreement with Cleanlight for Solar Battery Storage Systems in Latin America
    https://www.accesswire.com/772…-Systems-in-Latin-America
    VANCOUVER, BC / ACCESSWIRE / August 8, 2023 / RE Royalties Ltd. (TSX.V:RE)(OTCQX:RROYF) ("RE Royalties" or the "Company"), a global leader in renewable energy royalty-based financing, has entered into a USD 3.2 million loan and royalty acquisition agreement with Butler Corporation SpA (DBA "Cleanlight"), a high-growth Chilean technology company and manufacturer of mobile solar-battery systems including solar lighting towers ("Solar Towers"), and solar-hybrid battery generators ("SolBox").
    The loan will be drawn in two tranches, with a term of 2 years and an interest rate of 12% per annum. As part of the transaction, the Company acquired a 10-year royalty calculated based on 5% of gross revenues (the "Royalty") commencing on closing, which reduces to 3% after certain revenue milestones are met.

    Altius Reports Q2 2023 Attributable Royalty Revenue of $18.7M and Adjusted Earnings (1,2) of $2.7M


    https://www.businesswire.com/news/home/20230808066809/en/


    ST. JOHN’S, Newfoundland and Labrador--(BUSINESS WIRE)--Altius Minerals Corporation (TSX: ALS; OTCQX: ATUSF) (“Altius” or the “Corporation”) reports second quarter revenue of $17.3 million compared to $27.4 million for the same period in 2022, while attributable royalty revenue(1,2) of $18.7 million ($0.39 per share(1,2)) compares to $28.6 million ($0.61 per share) reported in 2022.

    Sitio Royalties Reports Second Quarter 2023 Operational and Financial Results


    Closed Multiple Accretive Acquisitions Since March 31, 2023 Adding 13,705 NRAs in the Permian Basin
    Record High Average Quarterly Production Volume of 34,681 Boe/d (50% Oil)
    Declared $0.40 Dividend Per Share of Class a Common Stock for Second Quarter 2023
    Issuing 2H 2023 Financial and Operational Guidance, Including Production Range of 35,000 - 37,000 Boe/d

    https://www.businesswire.com/news/home/20230808675359/en/

    WhiteHawk Energy Proposes to Combine with PHX Minerals, Inc. in Stock-for-Stock Transaction


    Proposed combination would result in PHX stockholders owning majority of the pro forma equity in newly-formed, publicly traded, WhiteHawk Minerals Corporation and receiving a one-time $0.20 per share cash dividend
    Proposed combination provides PHX stockholders with an ability to participate in enhanced scale and additional mineral and royalty assets in the core of the Haynesville Shale and Marcellus Shale
    Encourages the PHX board of directors to engage in good-faith discussions regarding the proposed value-maximizing transaction following unwillingness to date...

    https://www.businesswire.com/news/home/20230809352276/en/

    NOVA ROYALTY REPORTS FINANCIAL RESULTS FOR THE
    THREE AND SIX MONTHS ENDED JUNE 30, 2023 AND PROVIDES ASSET UPDATE
    https://www.novaroyalty.com/images/NOVR_Aug_15_2023.pdf
    Q2 2023 and Subsequent Highlights:

    • Quarterly revenue: Nova recognized revenue of $520,258 in Q2 2023 from its royalty interests, primarily related to Aura Minerals' Aranzazu mine in Zacatecas, Mexico.
    • Increased Copper World royalty: Nova more than doubled its exposure to Hudbay Minerals' Copper World project, a Tier-1 development asset located in Arizona. Nova increased its NSR royalty on Copper World from 0.135% to 0.315% through three separate transactions. Nova also retains a right of first refusal in respect to an additional 0.360% NSR royalty.
    • Acquired royalty on Newmont's Saddle North deposit: In July 2023, Nova acquired a 0.25% NSR royalty on Newmont Corporation's ("Newmont") Tatogga Property, which contains the high-quality copper-gold-silver Saddle North deposit. Tatogga is located in British Columbia's Golden Triangle, one of Canada's premier mining camps. Nova has also been granted a right of first refusal in respect to an additional 0.25% NSR.
    • Progress of portfolio assets: Several key development assets on which Nova holds royalties continued to progress toward construction decisions. First Quantum, Hudbay, and Lundin Mining advanced feasibility, engineering, and permitting activities at Taca Taca, Copper World, and Josemaria, respectively.
    • Senior management & director changes: On May 16 and May 17, 2023, the Company announced certain management and board changes.
    • Initiated shareholder value maximization process: On May 17, 2023, the Company announced that it had engaged PI Financial as its financial advisor to commence a process to explore, review and evaluate all options that may be available to the Company to maximize shareholder value.

    https://canaccordgenuity.bluem…canaccord.com&source=mail

    RE Royalties Announces Second Quarter 2023 Financial Results and Key Business Highlights


    https://www.accesswire.com/777…d-Key-Business-Highlights

    Key business and financial highlights for Q2 2023 include:

    • In May 2023, the Company acquired a royalty on 100MW of output from a wind project located in Alberta, Canada ("Alberta Wind Project") for $940,000 Canadian dollars. The Alberta Wind Project is owned by a major independent power producer with a power purchase agreement with a large corporate off taker. The Company will receive average annual royalty payments of approximately $132,000 per year, payable monthly for a period of 12 years.
    • Teichos Energy LLC sold the Jackson Center Solar Project Phase 1 and 2, and subsequently repaid the outstanding loan and repurchased the royalty for US$1.15 million ("Teichos Repurchase). This gain has been recorded as a component of revenue and income for Q2 2023.
    • Quarterly revenue and income, including the share of income from the Company's investment in OCEP for the three months ended June 30, 2023, of $3,437,000, an increase of $2,250,000 or 189% over the similar period in the prior year.
    • Year-to-date revenue and income, including the share of income from the Company's investment in OCEP for the six months ended June 30, 2023, of $5,262,000, an increase of $3,418,000 or 185% over the similar period in the prior year.
    • Quarterly gross profit, including changes in fair value of financial assets and share of income in OCEP, for the three months ended June 30, 2023, of $3,349,000, an increase of $2,213,000 or 195% over the similar period in the prior year.
    • Year-to-date gross profit, including changes in fair value of financial assets and share of income in OCEP, for the six months ended June 30, 2023, of $5,139,000, an increase of $3,466,000 or 207% over the similar period in the prior year.
    • Quarterly Earnings Before Interest, Taxes, Depreciation and Amortization ("EBITDA")1 for the three months ended June 30, 2023 of $2,156,000, an increase of $1,384,000 or 179% over the similar period in the prior year.
    • Year-to-date Earnings Before Interest, Taxes, Depreciation and Amortization ("EBITDA")1 for the six months ended June 30, 2023 of $3,502,000, an increase of $2,742,000 or 361% over the similar period in the prior year.
    • Quarterly net income after income tax for Q2 2023, of $1,123,000, an increase of $897,000 or 398% over the similar period in the prior year.
    • Year to date net income after income tax for the six months ended June 30, 2023 of $1,681,000, an increase of $2,005,000 over the similar period in the prior year.
    • Cash and cash equivalents of $17,716,000, including restricted cash.

    Subsequent to the end of Q2 2023:

    • In August 2023, the Company entered into a loan agreement and a royalty agreement with Butler Corporation SpA ("CleanLight"), a Chilean technology company and manufacturer of mobile solar-battery systems including solar lighting towers and solar-hybrid battery generators. The Company provided a US$3.0 million secured loan to finance CleanLight's expansion into other countries in Latin America. The CleanLight Loan has a two-year term, and bears interest of 12% per annum. The Company also acquired a gross revenue royalty of 5% for a period of 10 years, which will reduce to 3% after certain revenue milestones are met, for US$200,000.


    SOURCE ROCK ROYALTIES DECLARES MONTHLY DIVIDEND

    SOURCE ROCK ROYALTIES DECLARES MONTHLY DIVIDEND
    /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...
    www.newswire.ca

    CALGARY, AB, Sept. 14, 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, announces that its board of directors has declared a monthly dividend of $0.0055 per common share, payable in cash on October 13, 2023 to shareholders of record on September 29, 2023.

    Electric Royalties Provides Update on Four Royalties in Portfolio

    Electric Royalties Provides Update on Four Royalties in Portfolio

    Brendan Yurik, CEO of Electric Royalties, commented: "It's been quite a summer of progress for our royalty portfolio with 19 updates from our asset partners over 4 months. We're especially excited about the most recent production update on our cash-flowing Penouta tin-tantalum royalty, on which we've increased our royalty rate to 1.5% gross revenue royalty in July.

    "The management team at Strategic Minerals has done a fantastic job operationally at the Penouta mine. It's also exciting to note serious progress at Mont Sorcier, a large iron and vanadium asset in a top tier mining jurisdiction that is being advanced in partnership with Glencore. The process for project financing is moving ahead towards due diligence due to commence shortly."

    Zitat von Sorgenfrei

    Electric Royalties...

    "It's been quite a summer of progress for our royalty portfolio..."

    Nun, für den Kurs war's ein ziemlicher Sommer des Rückschritts :wall:



    Gruß, GL


    PS Wer Royalty-Unternehmen kauft, will viele Risiken der Rohstoffgewinnung eliminieren. Dann bitte Portfolios mit ordentlich Cashflow und stimmigem P/E oder so.

    Das Publikum... wendet sich von dem Gebrauche des durch die Umlaufmittelvermehrung kompromittierten Geldes ab, flüchtet zum ... Barrenmetall, zu den Sachwerten, zum Tauschhandel, kurz, die Währung bricht zusammen. (Ludwig von Mises)

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