Bis gestern hatte der breitere Markt noch nicht erkannt, dass Tenaz Energy (TNZ/TSV) DAS Spiel auf TTF ist.
Bei 50 Dollar wird die Aktie mit einem EV/CF von etwa 3,5 für 2027 gehandelt, wobei die Gaspreise etwa die HÄLFTE des aktuellen TTF-Spotpreises betragen.
Discovery Announces Acquisition of Glencore’s Kidd Operations
Supports Discovery’s vision to more than double gold production in Timmins to over half a million ounces per year.
Large land position contiguous with Hoyle Pond and Pamour supports future expansion of both operations and provides an opportunity for development of the TVZ Zone .
Adds exposure to copper, zinc, silver from the Kidd Creek Mine, and provides significant exploration potential for critical minerals and precious metals.
Delivers anticipated cost synergies and potential for reduced reclamation obligations at PorcupineProvides a large, skilled workforce with expertise and experience in all disciplines, including operations, trades, management, supervision and technical services.
Consideration to Glencore at closing includes $10 million in Discovery common shares, offtake arrangements related to concentrates produced from the Kidd Operations, and a 1% NSR royalty on minerals produced from a large exploration land package held by Kidd Creek Timber Ltd., that is located outside of the existing Kidd Creek operations.
Key Financial and Operating Highlights for the year ended December 31, 2025
Record Revenue: Empress generated royalty and streaming revenue of US$17.2M, resulting in a gross profit of US$12.1M.
Strong Cash Generation: The Company maintained its focus on liquidity, achieving positive operating cash flow of US$3.7M.
Substantial Earnings Growth: Empress reported a net income of US$7.4M for the year, representing a significant increase over the US$1.0M reported in fiscal year 2024.
Operational Efficiency: Adjusted EBITDA for the full year stood at US$13.9M, reflecting the high-margin nature of the Company's streaming and royalty interests.
MONTREAL, Feb. 18, 2026 (GLOBE NEWSWIRE) -- OR Royalties Inc. (“OR Royalties” or the “Company”) (OR: TSX & NYSE) is pleased to announce that it has entered into a definitive agreement with affiliates of Gold Fields Limited (“Gold Fields”) to acquire a high-quality portfolio of precious metals assets (the “Portfolio”) consisting of eight royalties for a total consideration of $115 million (the “Purchase Price”), anchored by a 1.5% net smelter return (“NSR”) royalty on Compañía de Minas Buenaventura SAA’s (“Buenaventura”) producing San Gabriel gold and silver mine (“San Gabriel”) located in the Province of General Sánchez Cerro, Region of Moquegua, Peru (the “Transaction”). Amounts presented are in United States dollars, except where otherwise noted.
Ich hab‘ mir Anfang Januar eine größere Pos. PBR gekauft: analytisch halb so teuer wie ENQR, DIVe dopplelt so hoch, Performance YTD 50 % besser….nur mal so.
Ich fahr schon länger mit Tenaz Energy (TNZ/CA) ganz gut. ![[smilie_blume]](https://goldseiten-forum.com/wcf/images/smilies/smilie_blume1.gif "smilie_blume"){kind=small}
Alles anzeigenQ4/2025 - Ergebnisse heute und morgen
Wichtig für CDE ist auch ARTG, weil NGD Royalties von 4% des geförderten Goldes bekommt.
LG Vatapitta
NGD hat im Januar 2023 seine letzte Beteiligung an Artemis verkauft und seinen Stream vor über vier Jahren an Wheaton veräußert. Das Unternehmen hat keinerlei Engagements bei Blackwater oder Artemis.
