Member Info for Cacher

I can't see anything other than a material rerate for both Altus and Trident based on their very accretive recent transactions. Both now have substantially different cashflow profiles than before. Both companies recognising the key to a successful, growing royalty company is achieving scale through leveraged acquisitions. Using their newly acquired cashflow to enable cheaper debt funding in order to grow is the tried and tested way that the big precious metals royalty companies have achieved phenomenal returns.

https://youtu.be/d_F5xzPs8wI

Yeah this is looking extremely bright.
Another good interview today. Nice to hear from Paul Smith
https://audioboom.com/posts/7996653-traders-cafe-with-zak-mir-paul-smith-chairman-trident-royalties

Adam interviewed about today's transformational deal
https://youtu.be/9FhDWvGmPb0

Halted on the TSXV pending a news release

Here's the presentation from yesterday afternoon. A particularly good Q&A session
https://youtu.be/6pwmVCqRgv8

Hi Dusty. From what I understand, 90% of 2022 production at kestrel will be on APF royalty land. That drops to 60% in 2023.

Some good information too in the video link below. The Brazilian Nickel CEO talks about smaller scale nickel production from Piaui by mid next year. That'll be a huge plus for APF when that particular operation gets into production.
Will be interesting to see what's discussed tomorrow..
https://youtu.be/bBeXQ4J-o6w

Frustrating share price performance. Still, I firmly believe this company will do exceptionally well over a longer term timeframe. Looking forward to hearing more about the solar and EV developments

Excellent news this morning. Another income stream imminent. Will build to a meaningful amount as Seduli reach the permitted 80koz/year.

Here's Harvey's pitch at the recent MATPN Event
https://youtu.be/ySy41SzAzig

Here's the video presentation from last night:
https://ukinvestormagazine.co.uk/trident-royalties-investor-presentation-november/

Lake Rebecca is a great addition to the portfolio. An uncapped NSR covering the entire land package - it captures all of the exploration upside that Ramelius will undoubtedly want to undertake. They haven't bought this for its current 10 year mine life. I expect Lake Rebecca to be producing on a 20+ year production profile. Excellent cornerstone income stream for Trident. They did very well to get hold of this one.

Excellent 30+ page research document available on VSA's website too. 175p target, as you say.

The revenue profile from Thacker Pass makes Trident look incredibly good value. Has to be one of the most sensible, lower risk ways to play the growing lithium demand outlook.

Dividend payment day - yes.
Next XD is 25/11 for 1.75p

Here's the Yellowstone Advisory presentation from last night:
https://youtu.be/Czykp97XZhI

I suspect MS is referring to the obvious desirability of Lake Rebecca being good news for Trident.
You're right, what Apollo sells for is irrelevant - but what is very relevant is the fact that two very well capitalised companies want to spend a lot of money drilling, defining, developing and ultimately producing on the property. That'll happen much faster in the hands of either suitor. With a 1.5% NSR on the entire package, that is without doubt great news.

Yes HZM, now having an approved shelf prospectus, doesn't have to reissue a prospectus every time they look to raise capital over that 25 month period. Variables such as price, warrants etc are not part of the shelf prospectus, but that's a lot quicker detail to add when the time comes to raise. It gives HZM the ability to do a raise in Canada and the UK concurrently, whereas they'd have been waiting for an approved prospectus in Canada otherwise

Been tipped by Simon Thompson in IC