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https://omny.fm/shows/dig-deep-the-mining-podcast/207-dd-mixdown

https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-adam-davidson-ceo-trident-royalties-7fc07c1/

Yes, heres that snippet:
'At current spot prices, and assuming it acquires the Royalty, Trident would generate aggregate revenue from its two lithium royalties of approx. US$37.5 million per annum under respective Stage 1 production profiles, and approx. US$75.1 million per annum under respective Stage 2 production profiles(2) .'

Show me a better way to play lithium over the longer term...

Excellent to see the team here supporting the share price on weakness.
Trident identified as a company to watch re: lithium for 2022...
https://ukinvestormagazine.co.uk/five-uk-lithium-shares-to-watch-in-2022/

https://www.upstreamonline.com/hydrogen/equinor-and-sse-progress-plans-for-giant-uk-hydrogen-storage-facility/2-1-1146209

https://www.reuters.com/business/retail-consumer/serbian-government-revokes-rio-tintos-licences-lithium-project-2022-01-20/

Highlights just how important projects like Thacker Pass are to Western supply.

Some interesting pictures and detail on the eSmart Networks LinkedIn page:
https://www.linkedin.com/posts/esmart-networks_buses-ev-infrastructure-activity-6889945285661859840-deZl

https://www.thisismoney.co.uk/money/markets/article-10415679/We-solve-clean-energy-conundrum-says-SSE-boss.html#amp_tf=From%20%251%24s&aoh=16426210769834&cap=navigateTo,fragment,cid,replaceUrl,fullReplaceHistory&cid=1&csi=1&history=1&origin=https://www.google.com&p2r=0&paddingTop=32&prerenderSize=1&referrer=https%3A%2F%2Fwww.google.com&storage=1&visibilityState=visible

I wondered about Lincoln gold too. Would be good to hear it's achieved first gold, and I'm sure Adam would want to announce that - even though it's relatively small. That said, another producing asset is further validation of their business plan.
I don't think it'll be long before we see the rerate here. Maybe a positive resolution to the Thacker Pass litigation will be the catalyst.

Another interview with the eSmart Networks CEO
https://youtu.be/X0g6chdeLjQ

Yes, good write up. Here's a snippet:

"Another way of playing the green revolution is through companies that will profit from increased demand for electric vehicle battery metals. It’s already happening: the lithium carbonate equivalent (LCE) price has risen fourfold since the start of 2021. That’s good news for Trident, which owns a valuable royalty over the Thacker Pass lithium open mine project in Nevada, one of the largest known lithium deposits in North America.

Trident’s royalty has an estimated post-tax net present value of $152m (£114m, or 62p a share) at a long-term LCE price of $24,000 per tonne (spot value $31,000 per tonne) after applying an 8 per cent discount rate to projected royalty streams. To put that valuation into perspective, it’s 22 per cent more than Trident’s own market capitalisation."

Interesting that PS is doing the media rounds...
https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-paul-smith-non-executive-chairman-trident-royalties-d38be41/

Brief chat with the eSmart Networks CEO
https://youtu.be/5FDQV__hy5g

TRR chairman Paul Smith video with Proactive:

https://www.proactiveinvestors.co.uk/companies/news/970826/trident-royalties-chairman-on-completion-of-gold-offtake-streams-acquisition-970826.html

Hmmm. If one cannot see the merit in an investment into a battery metal focused royalty company that's largely sheltered from the huge inflationary pressures that operators/developers are struggling with in this space then maybe the space isn't for them. Capex and opex numbers are going through the roof for most miners or wannabe miners.
Appreciate that APF has lagged somewhat - but there's obvious reasons for that if one was to do an inch of due diligence. Royalty companies will outperform over the longer term. The last decade was a rapid growth story for the precious metals royalty players, and now it'll be the time for the diversified focused co's to shine.

JT a participant in this interesting panel discussion:
https://youtu.be/Rj-s4z59Wsg

APF and TRR are the two diversified royalty plays listed in London. There's Altus Strategies that was up until recently more of a project generator. They've recently purchased a variety of cashflowing royalty assets, so it'll be interesting to see how they fare this year.
Obviously there's Wheaton if you're interested in a more precious metals focused royalty and streaming offering.
Cloudbreak Discovery are a newly listed project generator. They've got a handful of early stage projects that they've optioned out and kept a royalty on. It'll be some time before they generate meaningful cashflow, but it's an interesting company and worth keeping an eye on.

Excellent news this morning. Just the broader lawsuit against LAC and Thacker Pass to get past now. Judge ruled in favour, though the appeal from a couple of environmental groups will be heard over the next couple of months.
LAC and Thacker Pass has the full support of the Biden administration.

Yes agree it's frustrating. Must admit I've added some shares recently given the cobalt, met coal performance and the lack of acknowledgement of that in the APF valuation. To a generalist investor, the CEO selling down his holding will always be a turn off. For me, it's provided an opportunity in a company that I think should outperform over the medium/long term.
I'm looking forward to seeing who comes in to fill JT's boots. I'm hopeful they'll be better at telling the story here - especially over in North America. I suspect we'll see a proliferation of diversified/battery metal/non-precious metals focused royalty companies come to market over coming years - just as we have in the precious metals royalty sector recently. I'd like APF to be that little bit better with their media efforts in today's modern world.

Same to you Albus. Have a great Christmas everyone. I think 2022 bodes very well for APF and for royalty companies in general. With operators wrestling with opex creep and developers feeling the inflationary hit In their capex projections it's a great time to be invested in royalty companies and sheltered from those cost over-runs.