Member Info for Cacher

https://www.kitco.com/news/2023-01-05/U-S-judge-to-rule-in-Thacker-Pass-lithium-mine-case-within-months.html

Started to scale back into this

The risks to the US mining landscape if Thacker Pass rolls back on the approvals are too great. They know investment will go elsewhere if the US turns it's back on a globally significant asset like TP. It'll essentially mean the US isn't serious about self sufficiency and is shutting up shop. I'm expecting the approval to be upheld, but I do think we might see some slippage in timeline to production.

Presentation starting in just over 20 mins. Here's the link:
https://youtu.be/Txaj0wt2_ck

I agree, the portfolio dynamics for ECOR in the medium/long term are compelling. I've added more in the low 140's and I'll continue to add if it falls further.

Nick2723, do you have a link to this Proactive Mining note?

Not really a great deal to discuss at the moment. ECOR gearing up to be the go-to royalty and streamer in the battery metal space. Now is the time for the company to be putting together the portfolio. Debt expensive for developers and producers, and equity raises at depressed valuations isn't attractive. Plenty of opportunities for ECOR to take advantage. I'm in agreement with Marc and many other market participants - in that by the end of this decade the battery metal space, and the supply/demand metrics for many of these commodities is going to look vastly different, and picking up deals will be a lot more expensive.
Agree they could have chosen a better name to reflect the royalty and streaming model, but it is what it is.

A good article on Moxico and the Mimbula Copper Project. Looks like this is going to be a great asset over the long term for TRR
https://www.africaoutlookmag.com/company-profiles/1521-moxico-resources-plc

Agree with that. I'd also like to see Trident dual list on the TSX. Appreciate UK markets have opened their eyes a little more to royalty and streamers, but the Canadian/North American markets are the place to be in this space.

Here's the recording of yesterdays presentation

https://youtu.be/6jo0nWAjOAA

Makes a lot of sense MS, and it gives the impression that LAC are ultra confident of a positive outcome for Thacker Pass.

Recording of today's presentation is now available on the Investor Meet Company platform.
I'll drop a link here tomorrow when they post it on YouTube

Nice to see Lincoln start contributing. Decent update overall

Yes I agree with you. Hands down the cheapest royalty and streamer. Quite happy to continue to add whenever the opportunity arises.

Yes, very pleasing set of numbers yet again. Skewed lower by VB timings, but that'll flow through to Q4.
As much as I'd like a dividend increase too, the landscape for mining finance is becoming increasingly difficult, and it's going to be a great time to deploy capital if you're a royalty and streamer. I have no doubt the board will increase the dividend when the time is right.

https://www.northernminer.com/news/royalty-firm-ecora-plans-transition-to-green-metals-despite-lucrative-coal-contract/1003847628/

Here's the recording of today's presentation
https://youtu.be/u4Jz-kINSDU

Questions around the LAC shareholder register. Doesn't directly impact TRR, but more potential frustrations..
https://www.cotton.senate.gov/news/press-releases/cotton-demands-answers-on-partially-chinese-owned-lithium-mine-potentially-receiving-us-funding

We'll see how the S32 portfolio turns out. My view is that they've overpaid, and I'm not sure that would have been the case under JT's stewardship.

Not really. Julian Treger laid the foundations for APF's growth thus far. Marc has everything to prove.