Member Info for Cacher

I'd be surprised if we weren't paying a dividend in 12-14 months time. Adam has said that around the $10m mark for recurring revenues is the benchmark

The video below is another (!) new one. Analysis from Ryan Long

https://www.proactiveinvestors.co.uk/companies/news/930310/trident-royalties-is--all-about-diversification-unlike-majority-of-its-peers--930310.html

https://www.share-talk.com/adam-davidson-chief-executive-officer-of-trident-royalties-trr-l-video-update/#gs.gpfuka

Here's the registration link for TRR's webinar, 6pm this coming Wednesday
https://www.investormeetcompany.com/trident-royalties-plc/register-investor

An interesting fly though video of Brazilian Nickel's Piaui project. Potentially a major cornerstone asset for APF in the not too distant future.
https://youtu.be/u4ezJU65Nao

Here's some I posted from back in July:

Here's some that would be good to hear Adam address/discuss:
(Some he's already talked about previously, but would be good to get that info across on your well supported channel)

1. How would you differentiate TRR from the other (couple of) base metal/generalist streamers? Ie, why buy TRR over APF or Altius?
2. Would TRR be open to syndicating with other royalty and streamers in larger deals?
3. What is Adam's definition of critical mass for TRR?
4. At what ballpark mcap would TRR consider a dual listing on ASX?
5. Would they consider the TSX, given the appetite for royalty co's over there?
6. What is TRR's plan in order to open the London markets eyes to the mining R&S model? It's well accepted and supported on the other side of the pond, but considerably less known here.
7. Would be interested to know how they're sourcing deals. Ie, what mechanisms are in place, given they're a small team?

Alastair Ford analyses the significant Lake Rebecca deal

https://www.proactiveinvestors.co.uk/companies/news/930017/alastair-ford-says-new-trident-royalties--lake-rebecca-acquisition-is-a--significant-deal--930017.html

Specific news on Piaui nickel coming towards November time. With the interest from the US Government, that could be very significant

Julian interviewed on today's news:
https://www.brrmedia.co.uk/broadcasts/5f6c560983507b593b46e799/anglo-pacific-group-5m-share-buyback

Well that's good news. Management think it's as undervalued as we do.
Julian has been distinctly against buybacks in the past, so for him to agree to this seriously highlights the disconnect

So Lake Rebecca producing at the forecasted 100k oz per year, and at current gold price would see TRR net just shy of US$3m per year. Production expected to commence in 2023.
As Adam said in the interview today, that's a nice cornerstone asset.

https://the-pick.com.au/apollo-building-the-big-picture-at-lake-rebecca-gold-project/

Thanks Mullins

Have you called them and asked? Which broker are you with?

Adam interviewed on today's news:

https://www.proactiveinvestors.co.uk/companies/news/929853/trident-royalties--announce-lake-rebecca-gold-project-royalty-acquisition-929853.html

Not many about that can give firm dividend guidance at the moment. Certainly a feather in the cap for APF

Yes, clearly Tridents iron ore royalty bringing home the cash at the moment. Trident roughly around $5m royalty income p/a at current prices, with plenty of cash still available for further deals. If their market cap remains as cheap as it is I could see the potential for someone like APF to pick up a suite of royalties for relative peanuts. Early days, but I would imagine there's eyes on how TRR progresses and what sort of rating the market assigns ..

Interesting development. I suspect confirmation of a credit facility isn't far away, and maybe TRR are working on a sizable deal. Clearly Koolyanobbing royalty benefitting from the iron ore price. Great news this morning.

https://www.proactiveinvestors.co.uk/companies/news/929508/trident-royalties-says-early-payment-secures-sizeable-discount-on-second-tranche-of-koolyanobbing-consideration-929508.html