Member Info for Cacher

https://ukinvestormagazine.co.uk/capturing-rising-metals-prices-with-trident-royalties/

Some good read-across from the latest Nomad Royalty update. Nomad have royalties or streams at Blyvoor, RDM, Greenstone and Bonikro (all TRR offtake assets) amongst others.

https://ceo.ca/@newswire/nomad-announces-preliminary-q1-2022-deliveries-and

EMX taking a bigger slice of Caserones, but this time Franco are getting involved too. Certainly validates Altus' royalty purchase
https://ceo.ca/@newsfile/emx-acquires-additional-royalty-interest-on-caserones

Kitco Interview with MBL
https://youtu.be/yeRd90v0JAo

Yes, very pleasing numbers this morning

https://www.investegate.co.uk/altus-strategies-plc--als-/rns/update-on-copper-and-gold-royalty-revenues/202204050700032099H/

Great news for ALS, who have a royalty over the project
https://themarketherald.com.au/cannindah-resources-asxcae-mt-cannindah-deposit-returns-massive-copper-hit-2022-04-04/

Altus isn't in a position to pay out dividends yet. They're very much in growth mode. There's a bigger focus on acquiring cashflowing royalties now, so I'm expecting growing earnings to be recycled into further deals for the foreseeable future.

Link here for anyone interested:
https://webcasting.brrmedia.co.uk/broadcast/623dd8f0b5116804221e3329/6246f199d446d56d0966eff0

*Particularly like
(Edit function needed!)

More good news.
What I participated like about these offtake contracts is the fact that the counterparties aren't some Mickey Mouse junior outfit. Equinox are the operator at Santa Luz, as well as Los Filos. Doesn't get much better than that

Fully agree. Most folks don't realise that net zero doesn't happen if energy efficiency isn't front and centre of that policy. There's an enormous market for EAAS to tap. On top of that, it's the 'picks and shovels' companies that'll make the energy transition happen. Companies like eEnergy and NEXS (eSmart Networks) stand to do very well over coming years and decades as the entire country changes how they heat their homes, fuel their cars, power their bus fleets etc etc.

No, Cotec is still suspended on the TSX

It's definitely worth keeping an eye on. Given the location, I'd imagine on of the north American royalty co's would be more likely.

https://www.proactiveinvestors.co.uk/companies/news/978226/anglo-pacific-doubles-royalty-income-as-commodity-prices-take-off-978226.html

Loan notes wouldn't be the usual fare for a royalty and streamer, but I do know that many of the US/Canada based co's are looking outside of the box for growth. I'd say it's unlikely, but wouldn't completely rule it out

Yes and we also know that Q1 numbers are going to likely be another record. APF in a fantastic place right now

*miners and developers all see
(LSE really needs an edit function)

Excellent results. Pleased that they're rapidly freeing up the credit facility after pretty much maxing it out with the Voiseys Bay acquisition. The key for APF going forward is to be selectively acquisitive and continue to grow.
Whilst miners and developoall see their capex and opex projections balloon as inflation really bites, it's clear that the royalty and streaming model enables you to get that commodity exposure whilst largely insulated from cost price inflation. This is the way.

Here's the excellent eSmart Networks Presentation. Quite clear from this that the growth opportunity ahead is immense, and totally under the radar of the market right now.
https://youtu.be/1segu6wuujw