Investmentfirmen mit Edelmetallbezug

  • Olive Announces Expected Material Increase to Its Portfolio Value and Liquidity - Hudbay Minerals to Acquire Rockcliff Metals
    Toronto, Ontario--(Newsfile Corp. - June 19, 2023) - Olive Resource Capital Inc. (TSXV: OC) ("Olive" or the "Company") is pleased to announce that Rockcliff Metals Corporation (CSE: RCLF) ("Rockcliff") and Hudbay Minerals Inc. (TSX: HBM) (NYSE: HBM) ("Hudbay"), have entered into a definitive agreement (the "Arrangement Agreement") pursuant to which Hudbay will acquire 100% of the issued and outstanding common shares of Rockcliff that it does not already own (the "Arrangement").
    Under the Arrangement Rockcliff shareholders will receive 0.006776 of a Hudbay common share for each Rockcliff common share held, representing an attractive premium to Rockcliff's recent trading price. Olive and its subsidiaries currently hold 82,925,238 shares of Rockcliff. Based on closing prices as of June 19, 2023, the shares of Rockcliff held by Olive have an implied value of approximately $3,899,595.

    Based on Olive's May 31, 2023, unaudited Net Asset Value ("NAV") per share of $6,616,370, the consideration for the Rockcliff shares implies an approximate 21% or C$1.4 million increase in NAV from that date. Additionally, on May 31, 2023, Rockcliff represented approximately 37.6% of Olive's NAV. Considering Hudbay's significantly higher trading liquidity, the liquidity of Olive's portfolio is anticipated to materially improve.

    Derek Macpherson, Executive Chairman stated: "When current management took over Olive (then Norvista) we identified that Rockcliff's assets had significant value, but that Rockcliff's capital structure was an issue. When I joined the board of Rockcliff, the board formalized a strategic review process which culminated in this transaction which we view as beneficial for Rockcliff and Olive shareholders."

    Marktkapitalisierung C$ 2,79 Mio.

  • Queen's Road Capital Announces US$70 million Investment in NexGen Energy Ltd.

    Hong Kong, Hong Kong--(Newsfile Corp. - August 31, 2023) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or "QRC") is pleased to announce that it has entered into an agreement with NexGen Energy Ltd. (TSX: NXE) ("NexGen") whereby the Company will invest US$70,000,000 in a new NexGen convertible debenture. The convertible debenture will have similar terms to the existing 2020 convertible debenture including a 5-year term and voting alignment but updated to a 9.0% coupon and will be convertible into NexGen common shares at a share price of US$6.76. The interest is payable 6.0% in cash and 3.0% in shares at the 20-day volume weighted average price prior to each interest payment date. Washington H. Soul Pattinson and Company Ltd. has agreed to purchase from QRC 8,700,000 common shares currently held by QRC for US$5.20 per share (or approximately US$45 million). Use of proceeds will be to fund further development and exploration of NexGen's mineral properties and for general corporate purposes. QRC achieves several significant milestones with this investment, including: Largest single investment to-date: at $70 million, this investment is three times the size of the Company's previous largest convertible debt investment, a testament to both the growth of QRC during the 3 years since its inception and to the quality of NexGen as an investee company; First exit of a significant investment: in connection with the investment, the Company will convert the existing 2020 convertible debenture into common shares of NexGen representing the first realisation of a significant investment by QRC since its inception; the US$45 million sale price represents a gain of 200% over the US$15 million initial investment and an IRR of approximately 50% over the duration of the investment; US$149 million convertible debenture portfolio: as a result of this investment, QRC will cross the $100 million threshold of active convertible debenture investments with US$149 million of income generating assets under management; and US$13+ million in annual interest income: the active convertible debt portfolio will be earning US$13.4 million of interest income annually (or a 9.0% average coupon), which will support future dividend payments to our shareholders.

    Queen's Road Capital Announces US$70 million Investment in NexGen Energy Ltd.
    Hong Kong, Hong Kong--(Newsfile Corp. - August 31, 2023) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or...

  • Sprott Private Resource Streaming and Royalty Annex Fund Completes Final Closing

    TORONTO, Sept. 6, 2023 /PRNewswire/ - Sprott Inc. ("Sprott" or the "Company") (NYSE:TSII

    ) (TSX: SII) today announced that the Sprott Private Resource Streaming and Royalty Annex Fund (the "Annex Fund") has completed its final closing, raising a total of U.S.$310 million. With the close of the Annex Fund, total assets under management of Sprott Resource Streaming and Royalty Corp. ("Sprott Streaming") stands at U.S.$1.1 billion within the Company's private strategies segment.

    Sprott Private Resource Streaming and Royalty Annex Fund Completes Final Closing
    /PRNewswire/ - Sprott Inc. ("Sprott" or the "Company") (NYSE: SII) (TSX: SII) today announced that the Sprott Private Resource Streaming and Royalty Annex…

  • Queen's Road Capital Announces Increased Annual Dividend of C$0.019/Share

    Hong Kong, Hong Kong--(Newsfile Corp. - October 16, 2023) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or "QRC") is pleased to declare its annual dividend of C$0.019/share payable on November 16, 2023 (the "Dividend Payment Date"). The dividend is payable to all shareholders of record as at November 6, 2023 (the "Dividend Record Date").

    This year's dividend payment is an increase of C$0.002 over last year's dividend payment representing a one-year increase of 12% and a two-year increase of 27% reflecting the growth of our convertible debenture portfolio.

    During the last twelve months QRC has grown its convertible debenture portfolio by 66% to $149m earning an average interest rate of 9.0% and generating gross annual income of $13.4m, not including additional establishment fee income and realized gains on sale of equity investments. QRC anticipates gross annual income in 2024 to grow by 40+% compared to 2023 based on the existing portfolio alone, which will provide a platform for further dividend growth next year.

    Warren Gilman, Chairman & CEO, stated: "We are delighted to announce another increase in our annual dividend. Dividends are a core value of Queen's Road and reflect the financial discipline with which we manage our investments. We welcome the participation of all shareholders in the DRIP program, which is a testament to their belief in the underlying value and strategy of the Company."

    Queen's Road Capital Announces Increased Annual Dividend of C$0.019/Share
    Hong Kong, Hong Kong--(Newsfile Corp. - October 16, 2023) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or...

  • INFL: Consider A Lower Cost Approach To Bet On Inflation (NYSEARCA:INFL)
    Horizon Kinetics Inflation Beneficiaries seeks long-term growth of capital in real terms and has outperformed S&P 500 since its launch. Learn more on INFL ETF…

    Inflation Beneficiaries ETF
    The Fund seeks to provide shareholders with above-market rates of return through capital appreciation and income through investments in a wide variety of…

  • Sprott Inc. (“Sprott” or the “Company”) (NYSE/TSX: SII) announced today that its Board of Directors has declared a third quarter 2023 dividend of US$0.25 per common share, payable on November 28, 2023 to shareholders of record at the close of business on November 13, 2023.

    Sprott Inc. Declares Third Quarter 2023 Dividend, by @GlobeNewswire
    TORONTO, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Sprott Inc. (“Sprott” or the “Company”) (NYSE/TSX: SII) announced today that…

  • 40 unschätzbar wertvolle Investment Lektionen von Tony Deden

    Hier die Aktienbeispiele aus seiner Präsentation (2 Jahr alt):

    • Unibel: Französische Käsefirma, bekannte Marken sind Babybel, Leerdammer und Kiri

    • Bakkafrost: Ein Lachsfarmer mit Sitz in Faroer

    • Lotus: Eine belgische Firma die Gebäck verkauft

    • Robertet: Eine französische Firma die natürliche Duft und Geschmacksstoffe herstellt

    • EMS: Ein schweizer Spezial-Chemie Unternehmen

    • Karelia: Tabak Firma aus Griechenland

    • NASM: Die NASM Flagge repräsentiert den Hal Trust, eine Investment Holding, die von der Van der Vorms Familie kontrolliert wird (danke an das Edelweiss Investor Relations Team, für diese Info)

    • TFF: Firma die Weinfässer herstellt aus....ratet mal....Frankreich natürlich :)

    • EMMI: Eine schweizer Käsefirma

    Was alle diese Firmen gemeinsam haben: Meist gibt es einen dominanten grossen Aktionär, der es sich leisten kann langfristig zu denken, oft auch noch in Management-Verantwortung

    Scarcity, permanence & independence
    Ran into this Real Vision interview of Tony Deden from a thread by Pomp on twitter a few months ago. It’s quite long (2hrs and 30min) but there are some…

  • Horizon Kinetics Q3 2023 Commentary…s/Q3-Commentary-FINAL.pdf


    You're familiar with our employment of royalty companies, of which Texas Pacific Land Corp. (TPL) is but one. Unfortunately, the focus on TPL, in some small circles, might obscure the message about the important investment attributes of the royalty business model. Other than on this page, though, this Commentary will not dwell on royalty companies. They are raised only as a segue into an allied, asset-light business model: securities exchanges. In some ways, securities exchanges might be superior. While a royalty company has even higher profit margins than exchanges, it is much narrower in scope. A royalty exposure might be to silver, or iron ore or, in the case of TPL, oil and natural gas. The exchange's countervailing positive attribute is its extraordinary breadth of exposure. Additionally, like a royalty company, exchanges have substantially no balance sheet vulnerability, since the business requires no borrowing, and their cash operating profit margins are so high. They are surely deserving of closer study. Securities Exchanges as an Important (and index-unavailable) Asset Class For a single asset, like gold or oil, a royalty is the quintessence of asymmetrically positive economic exposure. For a diverse array of physical assets and financial assets and activities, it is a securities exchange that gives the most asymmetrically positive exposure. Exchanges participate in almost every economic activity that becomes sufficiently large to operate on a national and global scale. They get to participate because business activity on that scale requires the ability to hedge and transact on a wholesale, transparent, and secure basis that only a centralized and regulated marketplace offers. It is for this reason-as the croupiers for global financial transactions and risk control activity-that exchanges provide unparalleled participation in the overall expansion of trading activity, monetary inflation and even technological innovation. Technology? A new technology that wins the lottery-ticket odds necessary to reach critical economic mass will almost necessarily find its way into exchange activity.13 Like a royalty company, a securities exchange is a form of croupier, always taking a share of the action without the heavy capital investment, operating risk or financial leverage that its customers take on. The exchange's value is in providing the venue and the associated data services. Which is why their profitability is exceeded only by royalty companies. The difference between the two is simply that exchanges have a higher staffing requirement: for maintaining their computer trade matching and information platforms, and for financial oversight and reporting, which includes constant interaction with regulatory agencies."

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