Lithium ist ja gerade ziemlich angesagt. Mittlerweile kann man viele Rohstoffe mit speziellen Royalty Unternehmen wie z.B. für Batteriemetalle, Kupfer, Uranium, etc. abdecken.
Die HP bietet leider keine Präsentation des Unternehmens.
Hat jemand Daten zu MK und Cashflow zur Hand?
Sabre Gold Announces Royalty Buyback and Debt Reduction
Globex Mining
Two Globex Royalties Gaining Value and Potential
Ja, das sind große Unterschiede bei der MK zwischen TPZ und SRR.
SRR gefählt mir auch wegen der hohen Dividendenrendite sehr gut. Ich habe mir mal ein paar Shares gegönnt.
Hier ein Artikel zu SRR:
Canada's only publicly listed junior pure oil & gas royalty play - Equity.Guru
Hallo Silverflyer,
sieh Dir doch mal den Faden für Royalty und Streaming Unternehmen für Carbon Credits an.
Royalty- und Streamingfirmen für Carbon Credits
Bei Minen hat sich das Royaltygeschäftsmodell bisher bewährt. 
Grüße
Centurion
Royalty round-up, January 2023 – positive trajectory continues
Artikel von Ryan Long, erschien bei Proactive UK
Einblicke eines Branchenführers:
Diesen Monat trafen wir uns mit Alexandra Woodyer Sherron, CEO und President von Empress Royalty Corp (TSX-V:EMPR, OTCQB:EMPYF), einem auf Edelmetalle fokussierten Lizenzgebührenunternehmen, das an der TSX-V notiert ist.
Mit über 20 Jahren Erfahrung in der Bergbauindustrie ist sie eine Veteranin der Bergbauindustrie, die vor ihrem Eintritt bei Empress eine erfolgreiche Direktorin für strukturierte Finanzierungen für die globale Bergbaufinanzierungsberatung Endeavour Financial war, wo sie an Finanzierungen in Höhe von über 1,5 Milliarden US-Dollar beteiligt war.
Woodyer Sherrons Gedanken darüber, was 2023 für den Lizenzsektor bereithält: "Wir glauben, dass sich der Lizenz- und Streaming-Bereich im Jahr 2023 insbesondere für Junior- und Mittelständler weiterentwickeln wird.
"Es steht eine Verschiebung bevor, bei der Lizenz- und Streaming-Unternehmen einen größeren Prozentsatz der Finanzierung bereitstellen werden, um den Minen zu helfen, in Produktion zu gehen, insbesondere angesichts des Inflationsdrucks und der Liquiditätsengpässe der Aktien.
"Dies wird dazu führen, dass Lizenzgebühren- und Stream-Finanzierungsstrukturen für Junior-Bergbauunternehmen zu einer wichtigeren Finanzierungsoption werden, die neben traditionellem Eigen- und Fremdkapital gleichermaßen in Betracht gezogen wird.
"Wenn sich dies weiterentwickelt, wird auch eine weitere und robustere Konsolidierung unter den Junior- und Mid-Size-Royalty-Unternehmen stattfinden, um größere Unternehmen zu schaffen, die Aktienliquidität zu erhöhen und vor allem ihre Kapitalkosten zu senken."
Precious Metals Royalty And Streaming Companies: The January Report
erschienen bei Seeking Alpha, von Peter Arendas
Palisades Begins Trading on
TSX
TSX-V:PALI
Vancouver, British Columbia, February 6, 2023 – Palisades Goldcorp Ltd. (“Palisades”; TSX-V:PALI, the “Company”) is pleased to announce that the Company’s common shares (the “Common Shares”) have been approved for listing on the TSX Venture Exchange (the “Exchange”) as a Tier 2 issuer under the symbol “PALI” (the “Listing”). Palisades’ Common Shares commenced trading as at the opening of the markets on Monday, February 6, 2023. No public offering of Common Shares was carried out in connection with the Listing. Palisades holds a diverse portfolio of securities and derivatives among which it holds a 26.67% interest in New Found Gold Corp (TSX-V: NFG).
The Exchange issued a bulletin on February 2, 2023, confirming the Listing.
On behalf of the Board of Directors
"Collin Kettell"
Collin Kettell
Chief Executive Officer and Director
Phone: +1 (845) 535-1486
Email: collin@palisades.ca
About Palisades Goldcorp Ltd.
Palisades Goldcorp Ltd. is a resource investment company and merchant bank focused on junior companies in the resource and mining sector. The Company seeks to acquire equity participation in pre-initial public offering and early state public resource companies with undeveloped or undervalued high quality projects. The Company focuses on companies that are in need of financial resources to realize their full potential, are undervalued in capital markets and/or operate in jurisdictions with low to moderate local political risk. The Company expects to continue to make investments, pursuant to its dual investment strategy, to achieve broad sector exposure with upside in the event of appreciate in mineral commodities prices, while also providing the potential to realize appreciation in net asset values as a result of discoveries by issuers in which the Company holds larger positions. The Company is listed on the TSX Venture Exchange under the stock symbol “PALI”.
METALLA ASSET ALERT #1
Good morning,
With 85 royalties and streams in the portfolio we are not surprised when we hear how many significant advancements in the portfolio are being missed by investors. We are pleased to be introducing a new format of updates called Metalla Asset Alerts. We will be updating investors more frequently with 2-3 significant updates at a time as they are reported by our counterparties throughout the year.
These will only be distributed through Metalla’s investor email list and not through traditional press release or wire distribution. If you received this, you are already subscribed! The alerts will also be published on our website.
Others can subscribe at www.metallaroyalty.com
For our first Asset Alert, we will be updating you on:
Collectively, the three assets we’re providing an update on today represent 18% of our consensus NAV.
CÔTÉ / GOSSELIN1
Metalla holds a 1.35% NSR on the northern portion of the Côté and all of the Gosselin deposit currently being commissioned by IAMGOLD targeting production in 2024. Once constructed, Côté will become the third largest gold mine in Canada without any contribution from its adjacent 5Moz Gosselin deposit making it a truly world-class asset.
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/5ab5efb7-87f8-ddae-3665-eca68d3e32e6.png]
IAMGOLD had another successful drill campaign at Gosselin and announced additional high-grade results. The drill program clearly demonstrates the expansion potential of Gosselin. We continue to believe that with ongoing success, IAMGOLD can significantly increase the resource at Gosselin, making it one of the more coveted gold deposits in the world.
Notable intercepts include:
According to IAMGOLD:
"We are very pleased to see that the results from the 2022 drilling program support the anticipated expansion potential at Gosselin, specifically south of and below the interpreted resource boundaries of the deposit model. Future drilling programs at Gosselin will continue to target the extensions of the deposit towards the goal of defining further potential resource expansion and resource classification upgrades.”
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/5839d45d-4c96-2170-b12a-6dc6496b1a3a.jpg]
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/ec411453-a98c-67d6-7ec0-1dcb28f2557a.jpg]
It’s worth noting how many of these results were outside of the current resource envelope demonstrating real exploration upside for Metalla shareholders.
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/c3233bb1-d183-05d6-c228-31afde1d1658.png][Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/aab721b2-9b04-9950-34bb-e41bc208fc94.png]
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/ce63cc58-e73e-75b3-b80a-c11482a5f04c.jpg]
CENTROGOLD / GURUPI2
Metalla holds a 1-2% NSR on the CentroGold project owned by Oz Minerals which is currently being acquired by BHP Minerals. The royalty is 1% on the first 500Koz of production, 2% on the next 1,000Koz and then 1% thereafter.
Centro is a development project that has a PFS outline of 160Koz per year operation that generated strong economics. Despite the robust financials associated with the project, the project has remained stagnant due to a legacy injunction that appears to be in the process of being removed.
According to OZ Minerals:
“A significant milestone was met in December with the National Institute of Colonization and Agrarian Reform (INCRA) approving the land use concession agreement required for progressing the court injunction removal. The request to remove the injunction has been submitted to the court.”
Even more encouraging, OZ is now providing long term guidance for a production start of the mine:
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/bb31da36-88b3-5752-fbce-724ae45cefaa.png]
Once in production, Metalla estimates Centro will yield over 2,000 GEO’s annually. We believe Centro’s upside potential is being overlooked by the market especially regarding its exploration potential. There are over 25km of productive strike on the land package, of which ~120,000Ha is covered by our royalty.
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/86879897-e94b-fe27-bf4a-56f332b9446f.png]
FIFTEEN MILE STREAM3
Metalla holds a 1-3% NSR on the Fifteen Mile Stream project owned by St Barbara Minerals. The 1% is on the primary claims and there’s a separate 3% the extensions to the west.
[Blockierte Grafik: https://mcusercontent.com/101ca0071637df9ad05db482b/images/67e156fd-3b31-268e-314f-f27b250c9d6b.jpg]
St Barbara operates the Touquoy mine located in Nova Scotia, Canada. The Company has three additional deposits that it plans on exploiting utilizing the mill at Touquoy. Previously the Beaver Dam deposit was slated to go ahead of Fifteen Mile Stream but that has recently been changed to have Fifteen Mile Stream be developed first.
According to St Barbara:
“Fifteen Mile Stream is the larger Mineral Resource and Ore Reserve with 781koz in Mineral Resource and 577koz in Ore Reserves and permitting is well advanced for the development of mining operations and process plant construction. The business continuity offered by development of Beaver Dam ahead of Fifteen Mile Stream was an important consideration. However, the primary focus of the teams will now be Fifteen Mile Stream and the opportunity to repurpose elements of the Touquoy processing plant for Fifteen Mile Stream when stockpile processing concludes at Touquoy. Fifteen Mile Stream is the largest and expected to be the most value accretive of Atlantic’s ore sources. St Barbara is now targeting commencement of construction at Fifteen Mile Stream in FY26.”
Fifteen Mile Stream represents a yield of over 650 GEO’s annually to Metalla once in production.
Portfolio Update: Thacker Pass Lithium Royalty
Atrium Research: Mining Royalties & Streams - A Quick Primer A Quick Primer
SABRE GOLD ANNOUNCES CLOSING OF FIRST TRANCHE OF PRIVATE PLACEMENT AND RESIGNATION OF DIRECTOR
Glückwunsch, solche Aktien gibt man möglichst nicht mehr ab. Da klappt by and hold und es gibt oft noch Dividende. Das können Münzen und Barren leider nicht bieten.
Ich bevorzuge physische Ware und Royals.
Buy and hold klappt mit einigen Royalty Companies bisher auch recht gut. 
