Beiträge von Sorgenfrei

  • Elemental Royalty Corp./ ELE (TSX.V, NASDAQ)

    EMX Royalty Corporation (EMX:CA) Elemental Altus And EMX Royalty Mergers & Acquisition Call (Transcript)

    https://seekingalpha.com/account/portfolio/all/holdings

    Auszug:

    "Trevor Hall

    Okay. Actually, so you mentioned Tether. I'm wondering if -- one, if you might be able to jump on. There's a couple of questions that came in, probably best for you to address it. Thanks so much for joining us and giving us some of your time. Maybe first, quick comments from you, the backing of this deal, and welcome to the Gold Royalty space.


    Juan Jose-Pineyro Sartori

    Executive Chairman

    No, it's a pleasure to be here. Thank you for allowing me to address it. First of all, I would say congratulations to everybody because it was some weeks of a lot of work, a lot of due diligence, a lot of structuring lawyers and organization. But I think we are all very, very happy and excited to announce this transaction today. I think the market is seeing the benefits that we saw when we started discussing it for quite some time.

    And I think what I would highlight is the power of the combination because you have 2 very good companies with very good management with good assets, but the combination of the 2 is not an addition. It's a multiplication of value of experience of capacity. They are very complementarity. And if you look at philosophically always there's a bit of a dispute between the generation model and the acquisition model. And I think here, we were able to put together the best-in-class of royalty acquisitions with the best-in-class of royalty generations. And they are both very complementary and can create a lot of value together.

    I think when I see it today that we are doing the dream team of royalty of the next years and this is the basis for a company that is going, I think, to surprise by the value of what it can do. From our point of view, also at Tether to have been a catalyst for this to happen as a supportive shareholder where the whole pipeline and opportunities that this management team see, we're able now to fund to lower the cost of capital in order to reach those levels of bigger company, bigger valuation and that virtuous cycle that we see happening when gold royalty companies start growing in size, become more profitable and become more organized.

    But we also see it in the experience of David and the youth of Fred, the capacity of the team to work together there. The fact that it's now a global company with presence in London, in Denver, royalties all over the world. From almost all point of view, we see really a multiplication of the power of this combination and very, very strong and clear catalyst in the very short term.

    I would say, even between now and the end of the year, we're going to have so many exciting and positive catalysts, whether it's the U.S. listing, more liquidity, more coverage, more capacity to go with this additional financing for opportunities that we are seeing that makes us very, very excited and proud to announce this deal today and be part of it and to see the support we got from all the shareholders that we crossed the wall a few days ago and are getting in touch today.

    I think we are all very aligned on what we want to accomplish and that the future is very, very bright and announced this on a day where gold is reaching an all-time high and going into uncharted territories as probably just the beginning of a very powerful trend would not position us better to announce this deal in this moment with this team. So we will be supporting and really strongly, strongly working hard at continuing with this kind of transactions that we are announcing today in the short-term future of the company.


    Trevor Hall

    Thanks, Juan. There was a question that actually came in or a couple of them I'd like to address with you. One of them is Tether's in your roles with this new merged company on the back of now it's kind of a multipronged business strategy with the prospect generation. What kind of support or how do you see that role from you and Tether coming in to support the other aspects of this new business?


    Juan Jose-Pineyro Sartori

    Executive Chairman

    We have -- we believe that here, we haven't invested only in gold or only in royalties, we've invested in people. And we see the value of the experience here as one of the most important intangibles of this company that we want to support and is going to create the value. So really, what we have said is you guys are the best in this industry. We want to allocate more capital to this industry, and this is the trusted vehicle and the trusted team to do it.

    So really, we will be able to support and back their views of the market that as we see by the track record is also very disciplined. So they deploy in smart deals, in good deals. They know how to find it. And I don't think it's a matter of allocating generation versus acquisitions. It's really a matter of allocating profitably and creating value across all of the different possibilities that this team has now of executing.


    Trevor Hall

    Okay. There was another question that came in regarding Tether. Do they hold antidilution rights? And do -- does Tether intend to continue that exercise?


    Juan Jose-Pineyro Sartori

    Executive Chairman

    We -- I don't think we have anti-dilution rights. So -- but we are a happy shareholder and probably we are happy to continue investing more into the company if it requires financing and be very supportive. If the company has good ideas, we are happy to provide more capital at it, like most of the other shareholders that called us today. And definitely, the idea is to try to retain the high, high-quality shareholder list that this company already had.

    We are a big and very committed shareholder, but I think there's a lot of equally impressive and equally supportive shareholders in this company that we are very, very proud to partner with from now into the future.


    Trevor Hall

    Yes. You've done an excellent job of really merging physical assets with the digital assets, leaps and bounds in the last 6 months or so. What can you tell us from the sentiment you hear from the new generation of digital assets and the people focusing in that -- in this realm? Are they starting to look towards the likes of Tether and the physical asset market and the gold asset that maybe we're starting to see a shift or a rotation within the generational models of those 2. Can you address that?


    Juan Jose-Pineyro Sartori

    Executive Chairman

    I have no doubt that the new generation has realized that the financial system or the traditional one has to change and probably is stronger and better for people if it relies on nongovernment-related assets that have a real value and have limited supply, like, for example, our gold or Bitcoin in the digital way. But I don't think they separate by digital or real. They separate into non-intervened assets that have limited supply and real value. And all of the financial system will start relying more on those assets and less in the traditional ones.

    So what -- the impact we see in gold today is because central banks are suddenly again realizing it's a better asset to hold than most of the fiat or treasuries or financial assets because retail people are suddenly able to own gold in innovative ways like can be Tether Gold, one of our products where they can suddenly own it on a wallet, use it to pay for anything without having to have physical one or paying the huge fees that the financial industries can put.

    The financial industry transform gold into a negative carry asset when actually it's not. So we think that some of those digital innovations can probably give gold a stronger shine, make it more accessible for more people. Why not be more and more of the international reserve currency that it once was, thanks to the technological innovations.

    That's the direction that we think is going and why we like the exposure to gold. And then obviously, exposure to gold with an additional value that is the royalty model that David explained very well why it's superior is what makes this company so attractive to invest in.


    Trevor Hall

    A lot of focus on gold. Can you address merging of Caserones brings in a lot of copper as well. EMX has a number of base metal assets within that portfolio, silver as well. You talked a lot about gold. Can you maybe address not only silver, obviously, that's important as well in the precious metals complex, but also the base metals coming into this portfolio?


    Juan Jose-Pineyro Sartori

    Executive Chairman

    Look, the focus is gold and precious metals. But David gave me a geological explanation. The gold rarely comes alone. So you go to look for the gold, usually, you're going to get copper, silver or other things. So it's part of the pursuit of what we like the most, makes it a better business, but taking the rest of it. And I think there's a fine line there.

    Precious metals companies trade at a better valuation. We want to make sure that there are some diversification, but at the same time, the focus on precious metals is important for investors' exposure to be clearly defined for valuation of the company. So we may have some other royalties, but I think the focus will continue to be on precious metals and a big, big percentage of it in gold and associated ones."

  • Foran Mining / FOM, FMCXF (TSX, OTC)

    Expansion Potential Builds with New Tesla Zone Drill Results
    /CNW/ - Foran Mining Corporation (TSX: FOM) (OTCQX: FMCXF) ("Foran" or the "Company") is pleased to announce results from the final 15 holes drilled as part…
    www.newswire.ca


    Foran Mining Corporation (TSX: FOM) (OTCQX: FMCXF) ("Foran" or the "Company") is pleased to announce results from the final 15 holes drilled as part of its 2025 winter-spring drill program at the Tesla and Bridge Zones, part of the Company's 100%-owned McIlvenna Bay Project located in east-central Saskatchewan.

    Key Highlights

    • Drilling confirms mineralization across multiple areas of the Tesla Zone. Foran completed almost 28,500 metres of drilling across 32 holes at the Tesla and Bridge Zones during the winter-spring drill program. All holes successfully intersected copper- and/or zinc-rich mineralization, with several results also returning notable gold and silver values.
    • Highlight intercepts from the 15 holes released today include:
      • 6.9m grading 2.16% Cu, 3.72% Zn, 29.3 g/t Ag and 0.62 g/t Au (3.58% CuEq) from TS-25-38w2
      • 17.1m grading 2.07% Cu, 0.67% Zn, 27.5 g/t Ag and 0.37 g/t Au (2.43% CuEq) from TS-25-38w2
      • 8.1m grading 1.86% Cu, 11.51% Zn, 80.9 g/t Ag and 1.68 g/t Au (6.49% CuEq) from TS-25-37w2
      • 19.9m grading 0.56% Cu, 7.89% Zn, 40.2 g/t Ag and 0.29 g/t Au (3.23% CuEq) from TS-25-40w2
      • 16.5m grading 2.20% Cu, 1.39% Zn, 11.5 g/t Ag and 0.03 g/t Au (2.49% CuEq) from BZ-25-02w1
    • Precious metals opportunity emerging. Elevated gold and silver grades have been observed in several holes in the central part of the Tesla Zone. Highlight intercepts from this target include:
      • 3.3m grading 3.42% Cu, 8.72% Zn, 87.8 g/t Ag and 3.12 g/t Au (7.94% CuEq) from within TS-25-37w2's 8.1m intersection above, which included one of the highest single-sample gold assay grades received to date, with 0.5m grading 13.89 g/t Au, 107.0 g/t Ag, 4.15% Cu and 7.20% Zn (14.50% CuEq)
      • 7.0m grading 0.06% Cu, 0.02% Zn, 85.3 g/t Ag and 0.83 g/t Au (0.94% CuEq), including 2.1m grading 0.10% Cu, 0.02% Zn, 141.0 g/t Ag and 1.76 g/t Au (1.77% CuEq) from TS-25-37w2
    • Tesla Zone Demonstrates Significant Scale and Remains Open. Drilling has now traced Tesla's mineralized zone over 1.35 km along strike and up to 700 metres down dip, pointing to a large and vertically extensive system that remains open down-dip and along strike in both directions.
    • Summer drilling now underway. Two drills are active at Tesla — one targeting the down-dip expansion of the Lower Lens, and the other testing high-grade continuity in the northern Main Lens area.
    • Results expected to support maiden resource estimate. Mineralization intersected throughout the 2025 program are expected to positively contribute to the Company's plans to prepare a first resource estimate for the Tesla Zone.

  • Elemental Royalty Corp./ ELE (TSX.V, NASDAQ)

    Zitat von Sorgenfrei

    Ecora (LSE:ECOR)(TSX:ECOR)(OTCQX:ECRAF) announces that it has agreed to sell a wholly-owned subsidiary, which holds a 2% Net Smelter Return royalty over the development stage Dugbe Gold Project in Liberia, to a subsidiary of Elemental Altus Royalties Corp. for a total consideration of up to $20.0m. 

    https://www.goldseiten.de/arti…oyalty-for-up-to-20m.html

    Elemental Altus Expands Royalty Portfolio with Cornerstone Laverton Acquisition and Dugbe Development Asset
    Vancouver, British Columbia--(Newsfile Corp. - September 2, 2025) - Elemental Altus Royalties Corp. (TSXV: ELE) (OTCQX: ELEMF) ("Elemental Altus" or the…
    www.newsfilecorp.com


    Highlights:

    • Focus Laverton Royalty (Western Australia)
      • ~US$52 million acquisition of an uncapped 2% GRR over Genesis' recently acquired multi-million-ounce Focus Laverton Project to create third cornerstone asset alongside Karlawinda and Caserones
      • The Focus Laverton Royalty covers ~2.1Moz of Measured and Indicated Resources and 1.5Moz of Inferred Resources adjacent to Genesis' operating Laverton mill, 99% on granted mining leases and positioned for rapid inclusion into Genesis' mine plan
      • The Focus Laverton 2% GRR overlaps the Company's existing 2% GRR covering approximately 0.75Moz of Measured and Indicated Resources and 1.1Moz of Inferred Resources at the same project
      • The combination of Elemental Altus' existing Laverton royalty and the Focus Laverton Royalty create a cornerstone 2-4% GRR for the Company in a Tier 1 jurisdiction with a proven mid-tier operator in Genesis Minerals
      • Royalty tenure has been near-dormant for over a decade with Genesis highlighting the compelling exploration upside across ~300km² of highly prospective licences
      • Genesis have also announced studies are ongoing into staged processing plant expansions at their Laverton mill
      • As part of the same transaction, the Company acquired an uncapped 2% GRR on Brightstar's producing Jasper Hills Project in the same Laverton district
      • The Jasper Hills Royalty is currently in production with mineralised materials being toll treated through Genesis' Laverton mill while Brightstar advance standalone development plans
    • Dugbe (Liberia)
      • Initial US$16.5 million acquisition of an uncapped 2.0% NSR royalty over the 3.3Moz Measured and Indicated Resource at the Dugbe Project, increasing to 2.5% under certain production and gold price conditions
      • Pasofino's 2022 Feasibility Study outlined a 14-year mine life producing ~162koz gold per annum at US$1,700/oz assumptions
      • An updated Feasibility Study is underway and the Project is expected to be reinvigorated with the support of the new indirect majority owner, Coris Bank International
      • Mineral Reserves of 2.8Moz gold and significant exploration upside across up to 1,257km² of royalty coverage
      • Pasofino well placed to accelerate the development of the project over 2026 and updated studies will de-risk the asset going forwards


  • Elemental Royalty Corp./ ELE (TSX.V, NASDAQ)

    Ecora (LSE:ECOR)(TSX:ECOR)(OTCQX:ECRAF) announces that it has agreed to sell a wholly-owned subsidiary, which holds a 2% Net Smelter Return royalty over the development stage Dugbe Gold Project in Liberia, to a subsidiary of Elemental Altus Royalties Corp. for a total consideration of up to $20.0m. The consideration is comprised of a $16.5m upfront cash payment and contingent consideration of up to $3.5m payable as follows:

    1) $700,000 upon commencement of project construction; and

    2) $2,800,000 upon commencement of commercial production.

    https://www.goldseiten.de/artikel/669554--Ecora-Resources-PLC-Announces-Sale-of-Dugbe-Gold-Royalty-for-up-to-20m.html