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@Excelsior Where Will Silver Wheaton $SLW Stock Be in 10 years? - Rich Duprey (TMFCop) Nov 25, 2016 ~royaltiesandstreams #royalty #Streaming #Index "We asked three Fools who focus on the #preciousmetals industry for their views on premiere #silver streaming company as a long-term investment." http://www.fool.com/investing/2016/11/25/where-will-silver-wheaton-stock-be-in-10-years.aspx
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@LTR #Zinc $FOM $CNX $CZC Copper Reef, with numerous basemetal and gold properties throughout the Flin Flon - Snow Lake and Lynn Lake Greenstone Belts of Saskatchewan and Manitoba is currently focussing on its North Star-Gold Rock group, where the company has discovered a new high grade gold vein and on its Leo Lake basemetal group in the main Flin Flon camp adjacent to CALINEX'S recent high grade Pine Bay zinc discovery on which Copper Reef has a royalty.
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@Excelsior @LTR - Thanks. Interesting information on $CZC Copper Reef in relation to $CNX Calinex. I didn't know about that #royalty either. Good stuff.
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@MiningBookGuy Osisko Gold Royalties: 'A young company with mature ambitions' https://www.youtube.com/watch?v=sacHNB3NQIQ+ $OR #SeanRoosen #MinesAndMoney #Royalty #Streaming #Royalties #index
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@Excelsior $XBR $EXCFF $XBR-CN Excalibur Closes $2.3 Million Financing and Receives Approval for Name Change to Metalla #Royalty and #Streaming Ltd. $0.10 Units with half warrants at $0.15 for 2 years. Proeeds to acquire three NSR royalties near Timmins, Ontario and for working capital. ~royaltiesandstreams http://www.marketwired.com/press-release/excalibur-closes-23-million-financing-receives-approval-name-change-metalla-royalty-cse-xbr-2179671.htm
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@Excelsior $RZZ Abitibi Royalties Increases #Royalty Holdings in the Red Lake District Royalties Acquired Near $G Goldcorp’s Red Lake Mine & $PGM Pure Gold’s Madsen Mine #GOLD #RedLake #Madsen #Royalties ~royalatiesandstreams also good for $GZZ $GLVMF Val-d’Or, Québec, November 29, 2016 – Abitibi Royalties Inc. $RZZ $ATBYF is pleased to announce that the Company has partnered with AuRico Metals Inc. $AMI $ARCTF for the purpose of entering into an agreement with Frontline Gold Corporation $FGC $FLDPF that allows each company to acquire a 1% net smelter royalty (“NSR”) on several early stage exploration projects in the Red Lake district. The exploration projects are located south of Goldcorp’s Red Lake mine, with the largest claim package adjoining Pure Gold’s Madsen mine to the east and south. These acquisitions will build on the Company’s Red Lake royalty portfolio, which also includes a 2% NSR on the White Horse Island Project (also owned by Frontline), situated between the Goldcorp / Premier Gold Rahill-Bonanza Gold Property and Premier Gold’s Hasaga Gold Property. A total of fourteen royalties have now been purchased near existing mines since the Company’s “Royalty Search” was launched in June 2015…” http://www.abitibiroyalties.com/news/2016/november29/ $FGC $FLDPF Frontline Increases Exploration Properties in the Red Lake District and Sells Royalties - by @newsfile on November 29, 2016 https://www.ceo.ca/@newsfile/frontline-increases-exploration-properties-in-the-red
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@JamesKwantes Don't think it got tagged here but $SMD just renewed its share buyback program. With the stock trading near cash+shareholdings I would expect them to use it this year (they didn't in the last 12 mos)
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@Excelsior Here is a great comment from @FundamentalAnalysis dealing with #Streaming. ~royaltiesandstreams "In regards to the above and a company I now own $SSL have always shown positive free cash flow, and they almost always will. Now people ask why has the share price gone up and down if that's the case. Well because they haven't earnt enough to make up for the cash flow investments they have made. Free cash flow typically includes cash for sustaining capital, but for streamers this cost doesn't exisit. A good royalty/streamer company over the long term will always have cumulative FCF that's over the Cash flow into investments made. What makes streaming/royalties a lot tougher as a business is not just the DD, but due to competition, returns are suprisingly low despite being stable. $FNV after operating all these years has a small surplus but they have also paid out dividends for many years. So their return from investments is only in the order of 3% per year (number quote from Nolan watson- and which I've cross checked to be approximately to date true)."
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@PamplonaTrader Mining financier Triple Flag seals first deal with Peru's Milpo http://www.reuters.com/article/milpo-tripleflag-finance-idUSL1N1EF05O
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@Excelsior $AMI AuRico Metals to Acquire $KSK Kiska Metals Dec. 22, 2016 /CNW/ - "Under the terms of the Agreement, the holders of common shares of Kiska, other than AuRico, will receive approximately: (i) 0.0667 of an AuRico common share, plus (ii) C$0.016 in cash for each Kiska Share held. Based on AuRico's December 22, 2016 closing share price, the Arrangement values the Kiska Shares at approximately C$0.078 per share. The total value of this Arrangement is approximately C$9.6 million. The number of AuRico Shares to be issued as part of the Arrangement is approximately 8.2 million, assuming conversion of Kiska's in-the-money options and warrants, representing approximately 5.5% of the current issued and outstanding AuRico Shares...." #TakeOver #Merger #Gold #Royalties #ProspectGenerator ~royaltiesandstreams http://www.newswire.ca/news-releases/aurico-metals-to-acquire-kiska-metals-607975676.html
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@Excelsior $SAND $SSL Sandstorm Gold LTD. - David Awram - Swiss Mining Institute (23/11/16): #Streaming #Royalty ~royaltiesandstreams #GOLD #SILVER #BaseMetals #Diamonds #Index https://www.youtube.com/watch?v=cNfL8An-Ess+
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@Newton Hello ~royaltiesandstreams. Please have a look at my interview with $INP here @Newton/7800-words-with-brad-farquhar-input-capital-inp Brad mentions #buybacks in the interview and I was surprised to hear that, but now see that it is at play in $SAND as well. Potential for buybacks by streamers is very interesting to me!
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@Excelsior AN INTRODUCTION TO A NEW #ROYALTY COMPANY (really this is the old Excalibur Res.) #Korelin Economics Report TUE 3 JAN, 2017 $MTA $EXCFD ~royaltiesandstreams "Metalla Royalty & Streaming Ltd. (CSE:MTA and OTCQB:EXCFD) President Brett Heath joined us to shares the details on his Company. With a couple royalty agreements looking to start cash-flowing in 2018 and 2020 the Company is continuing to pursue other deals for immediate cash flow." http://www.kereport.com/2017/01/03/introduction-royalty-company/
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@Newton #Shoutout to @James for article on #MOX here http://www.pennyminingstocks.com/im-buying-cheapest-royalty-company-street/ I like how it is in the #Maritimes. The #coal exposure is interesting -- mixed feelings about that. Like the King of Coal operating the mine. Like the recent progress dewatering and refurbishing.
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@Newton My concern about #coal for $MOX is that it is a 'dependency market'. Not sure how widely this idea is known/used, as I heard it from terrajoule.us on #RealVisionTV. Basic idea is that coal is still widely used, but has limited growth potential on demand side. Markets like that can have periodic rallies in prices, but they are not really sustainable bull runs to higher levels. Expect reversion back down. That line of thinking makes me uncomfortable about coal because it is 'when it goes back down' -- not 'if it goes back down'. Makes me think you have to look at coal as trade rather than long-term hold. Cheap valuations available make for good potential trades, #jamestrades, so maybe something there to $MOX. Thanks @James for article on the stock!
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@Excelsior Abitibi Royalties Update on Canadian Malartic Mine Royalties Plus Two New #Royalties Acquired Near the Rainy River Mine & 777 Mine (Marketwired – Feb. 21, 2017) – #Gold ~royaltiesandstreams Abitibi Royalties Inc. $RZZ $ATBYF is pleased to provide an update on the Company’s various assets, including its net smelter royalties #NSR at the Canadian #Malartic Mine, near Val-d’Or, Québec. In addition, the Company has acquired two new royalties, which are located near $NGD New Gold’s Rainy River Mine and $HBM Hudbay’s 777 Mine. > Malartic CHL – Odyssey North Zone (3% #NSR) a) Initial Resource Estimate Odyssey Property b) New Internal Zone > Update on Barnat Extension and Jeffrey Deposits (3% #NSR) > Possible Production Near Pit Zones 2018-2020 (2-3% #NSR) ** Abitibi “Royalty Search” – Two New #Royalties Acquired – The Company has acquired two additional NSRs near existing mines in Canada through the Royalty Search. The first agreement, in partnership with $AMI $ARCTF AuRico Metals Inc., gives each company a 0.75% #NSR on 9 exploration properties located throughout the Rainy River district in Ontario, located near New Gold’s Rainy River Mine. – The second NSR is an additional 1% royalty on Nordic Minerals Ltd. exploration property located approximately 5 kilometres southwest of Hudbay Minerals Inc.’s 777 mine in Manitoba. http://www.marketwired.com/press-release/abitibi-royalties-update-on-canadian-malartic-mine-royalties-plus-two-new-royalties-tsx-venture-rzz-2197212.htm *--- > Obviously this is also great news for Golden Valley Mines $GZZ $GLVMF as they own half of Abitibi Royalties $RZZ. 😄
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@EvenPrime Well hopefully 5he market doesn't like that news @Excelsior as I want to slowly build up more in $GZZ
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@Excelsior @EvenPrime - Haha! Yes, I've had a nice position in $GZZ since last year, but wanted to acquire more before the market fully realized the significance of these different #royalties and some of the other JV's that $GZZ has outside of their 1/2 ownership of $RZZ. So far they've both outpaced many of the other #Royalty companies and #PropectGenerators : * Here is a 1 year Bar Chart showing how the ~prospectgenerator and #Royalty companies have fared. http://stockcharts.com/freecharts/perf.php?ALS.TO,EMX.V,AMI.TO,SMD.V,GMX.TO,MRO.V,MD.V,GZZ.V,RZZ.V,MLN.V&p=5&O=111000
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@Excelsior Monarques signs an agreement with Osisko Gold Royalties Ltd Feb. 23, 2017 /CNW/ – ~Royaltiesandstreams $MQR $MRQRF MONARQUES GOLD CORPORATION is pleased to announce that its wholly owned subsidiary X-Ore Resources Inc. has entered into a Royalty Purchase Agreement and a Royalty Agreement with $OR Osisko Gold Royalties LTD pursuant to which X-Ore agreed to grant in favor of Osisko a #royalty of 0.75% NSR on the entire Croinor #Gold Property in consideration of an aggregate cash payment of $250,000. Additionally, Osisko will subscribe for 1,111,111 units of Monarques at a price of 0.45$ per Unit for a total consideration of $500,000.” http://www.newswire.ca/news-releases/monarques-signs-an-agreement-with-osisko-gold-royalties-ltd-614608094.html
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@Excelsior Mining CEOs Need To Stop Lying To Shareholders – Sandstorm’s CEO $SSL $SAND Feb 26, 2017 – Guest(s): Nolan Watson #Royalty #Streaming ~royaltiesandstreams “There’s a lot of buzz around the mining industry right now as metals prices trade higher, but investors need to be careful. This was Nolan Watson’s main message during #Gold Stock Analyst Investor Day.” “The Sandstorm Gold CEO addresses the issue of “fundamentally wrong” assets being promoted in the industry right now and how some executives are “lying” to investors about them.” http://www.kitco.com/news/video/show/GSA-Investor-Day-2017/1496/2017-02-26/Mining-CEOs-Need-To-Stop-Lying-To-Shareholders—Sandstorms-CEO
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@Excelsior After #Oil & #Gas, Is #Uranium Next? – Franco-Nevada CEO $FNV #streaming #Index Feb 26, 2017 – Guest(s): David Harquail CEO, Franco-Nevada ~Royaltiesandstreams "A leading precious metals company has been diversifying into oil & gas,ut could it be looking to expand into other commodities? Franco-Nevada CEO David Harquail joins Kitco News at #Gold Stock Analyst Investor Day to talk about the company’s strategy for 2017.” http://www.kitco.com/news/video/show/GSA-Investor-Day-2017/1497/2017-02-26/After-Oil–Gas-Is-Uranium-Next—Franco-Nevada-CEO
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@Excelsior $MLN $MLNGF Marlin Gold Intersects 3.27 g/t Gold Over 9.40 Meters at the La Trinidad Mine in Sinaloa, Mexico ~royaltiesandstreams March 1, 2017 /CNW/ – #Gold #Production #Development #Royalties #Streaming https://www.juniorminingnetwork.com/junior-miner-news/press-releases/772-tsx-venture/mln/29831-marlin-gold-intersects-3-27-g-t-gold-over-9-40-meters-at-the-la-trinidad-mine-in-sinaloa-mexico.html?utm_source=newsletter_191&utm_medium=email&utm_campaign=junior-mining-news-for-march-1-2017 $MLN Marlin Gold Announces Intention to Commence A Normal Course Issuer Bid 01-Mar-2017 “The Company intends to purchase, from time to time as it considers advisable over the 12-month period of the NCIB program, an aggregate of 2,489,358 common shares in the capital of the Company, representing approximately 1.44% of the Company’s issued and outstanding Common Shares and approximately 10% of the Company’s “public float” “The board of directors of the Company believes that, from time to time, the market price of the Common Shares may not adequately reflect the Company’s underlying value and future prospects and that, at such times, the purchase of the Common Shares represents an appropriate use of the Company’s financial resources and would be in the best interests of the Company’s shareholders.” Akiba Leisman, Executive Chairman and Interim CEO states that, “due to the record cash flow La Trinidad has generated from the over 30,000 ounces of gold sold in the last 4 months, we have excess cash to repay debt, invest in high return projects like our exploration programs at Commonwealth and La Trinidad, and buy our stock back at a fraction of fair value.” http://www.marlingold.com/announcements/announces-intention-to-commence-a-normal-course-issuer-bid
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@Excelsior Mining financier $SLW Silver Wheaton open to revamped $P $PPP Primero deal By Susan Taylor - Mon Mar 6, 2017 #Gold #Production #Streaming "Silver Wheaton, a Vancouver-based company that provides miners with upfront payments, or "streams," in exchange for future production at a discounted, fixed price, counts San Dimas as a key asset." "If there's a way that we can change the agreement to improve the health of the asset, and we get compensated for fair value, then we'll explore that," Silver Wheaton CEO Randy Smallwood said in an interview at the Prospectors and Developers Association of Canada conference." ~royaltiesandstreams #Index http://www.reuters.com/article/mining-pdac-silver-wheaton-idUSL2N1GI01H
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@Excelsior There's been a lot of chatter recently about $SAND $SSL Sandstorm Gold's asset base of #Streaming deals and #Royalties. My guess is that some of the people making those comments are living in the past and have no clue what the current mix looks like. Try looking at their current Sandstorm lineup of streams and Royalties by clicking on the "Expand All" link on the bottom right-hand side of page. ~royaltiesandstreams #Index #mbgtrends http://www.sandstormgold.com/gold_streams_and_royalties/
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@FundamentalAnalysis To Echo @Excelsior Comments with Numbers. During December when $SSL hit around 4.3CAD. (And for reference I broke the company down entirely by royalties/streams using a financial model template provided by IR). If sandstorm liquidated its equity investments, and recalled all loans given, and then summed that to the cashflow after tax its was expected to receive over the next 6-7years at $1200 gold price, and Sandstorm had done no further deals, on top of that with Primero/Metanor being excluded from cashflows from 2018 you would have got back in cash the entire market cap of the company, and that excludes increases in gold price, or new accretive deals....if people cannot see value in that....well!!!! It's like someone offering you $5 for $4. #streaming #royalties #index #mbgtrends #newbies $SAND $SSL. You know you are practically safe....assuming management doesn't do anything stupid, or the mines run reasonably smoothly without excessive operational issues. Additionally most the rubbish investments are now in the past....its history, what company has now is a lot more quality, so valuations models are more reliable. I think what people forget is that mining is ultimately a business....sure geo's/engineers play a very important role....but I wouldn't really want one running a business like Sandstorm (people like Ross Beaty are rare exceptions), as a business it all boils down to the numbers...Nolan and co have the relevant qualifications to understand the numbers, and now they also have the technical team to deal with the projects themselves.
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@Excelsior @FundamentalAnalysis - Very well said, regarding $SAND $SSL and their asset mix / valuation. In addition, great points on what type of skill-sets are important for running a #Streaming and #Royalties company. They do now have a well-rounded mix of financial and technical knowledge, and are still the most undervalued of the 4 largest streamers. They've learned through a few growing pains, but have improved the quality of their deals and have picked up some nice packages of ~royaltiesandstreams over the last few years. Their growth through a well diversified pipeline of projects, and their cash-flow projections for the longer term are impressive.
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@Excelsior $RZZ $ATBYF Abitibi Royalties is on a roll POSTED BY: TRISH SAYWELL MARCH 15, 2017 #NorthernMiner ~royaltiesandstreams "Ian Ball, the company’s president and CEO, believes the junior’s out-performance was due to exploration results at the Odyssey deposit, which is about 1.5 km due east of the current limit of the Canadian Malartic open-pit mine." "Abitibi $RZZ holds a 3% net smelter return #royalty on the Odyssey North Zone, within the Canadian Malartic mine property, which has been jointly owned by $AEM Agnico Eagle Mines and $AUY $YRI Yamana Gold since 2014." "In the last two months alone, Abitibi has purchased four new #royalties through the search engine. Two of them, unveiled in February, are near existing mines in Ontario and Manitoba. The first agreement, in partnership with $AMI AuRico Metals Inc., gives each company a 0.75% NSR on nine exploration properties throughout the Rainy River district in Ontario, near $NGD New Gold Inc.’s Rainy River development project, 65 km northwest of Fort Frances." "Large shareholders in the company are $GZZ $GLVMF Golden Valley Mines, which holds a 49.9% stake, and {Rob} McEwen, who has a 12.3% interest." http://www.northernminer.com/news/abitibi-royalties-roll/1003784477/
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@Excelsior $SAND $SSL Sandstorm Acquires 22 #Royalties In First Quarter Friday March 24, 2017 - #Gold #Silver #Copper #Diamonds #Streaming and #royalty company Sandstorm Gold Ltd. says it acquired 22 net-smelter-return royalties during the first quarter for $1.9 million. The assets include royalties on development-stage, advanced exploration-stage and exploration-stage projects located in Canada, Mexico and Peru. "The collection of royalties that we have acquired so far in 2017 have added exploration potential in stable jurisdictions, increasing the optionality in our portfolio, which is now up to 155 streams and royalties," said Nolan Watson, president and chief executive officer. “We have over $30 million in cash and $110 million available on our revolving line of credit, and we are working diligently to continue deploying our capital into accretive acquisitions that will add value to shareholders." http://www.kitco.com/news/2017-03-24/Gold-Silver-Mining-Daily-News-Briefs.html
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@PamplonaTrader I picked up positions in several royalty plays this week based on charts. $ALS $SAND $DMLP... also looking to add to my $AMI position.
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@Excelsior $OR Osisko Gold Royalties: Generating Cashflow Through #Royalties & Licenses ResourceCapitalAG - March 24, 2017 - #VIDEO #Gold ~royaltiesandstreams https://www.youtube.com/watch?v=j5VkiXJDoZc+
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@Excelsior @EpsteinResearch & @OnlyFlaws - You asked for an updated list of companies with #Royalties and #Streaming arrangements, so here's a list. ~royaltiesandstreams > First of all let me differentiate that a #Stream is when a company puts up money to another company to give them the right to make fixed ongoing payments for each ounce of a commodity purchased. (like buying Gold at $650 an ounce or buying Silver at $4 per ounce). * There are only a handful of companies with actual streams in place, even though the term gets thrown around with Royalties quite often. $FNV Franco-Nevada, $RGLD Royal Gold, $SLW Silver Wheaton, and $SAND $SSL Sandstorm Gold are the 4 big Streaming companies, although all of them also hold a portfolio of Royalties as well. There are only 3 other publicly traded companies that actually hold #streaming arrangements $OR Osisko Gold Royalties, $MLN $MLNGF Marlin Gold and $MMX $MACIF Maverix Metals. In addition, those companies also have #Royalties. There is a private company #TripleFlag that has a stream, and David Morgan's new company Lemuria Royalties that is trying to set up streams, but at this point they only have 1 #royalty. There are other a few rogue streamers in other commodities (like $DMLP Dorchester for streaming Oil/Gas, or $INP for streaming Agricultural crops), but that's the universe of streamers. ** Now, as for #Royalty companies there are a slew of them in the metals space that I'll list below. This list is made up of companies that already have producing royalties, developing royalties, or exploration royalties negotiated. The rest are #ProspectGenerators or #ProjectGenerators that are JVing out their projects to other operators (with the hope of getting some #NSR set up down the road). Enjoy! #ProspectGenerators & #Royalty Companies / Symbol - Canadian / Symbol - OTC ABITIBI ROYALTIES INC $RZZ $ATBYF ALIANZA MINERALS $ANZ $TARSF ALMADEX MINERALS LTD $AMZ $AXDDF ALTIUS MINERALS CORPORATION $ALS $ATUSF ANGKOR GOLD CORP $ANK $ANKOF ANGLO PACIFIC GROUP PLC $APY $AGPIF ARENA MINERALS INCORPORATED $AN $AMRZF AURICO METALS INC $AMI $ARCTF AURION RESOURCES LTD $AU $AIRRF AVRUPA MINERALS LTD $AVU $AVPMF AZIMUT EXPLORATION $AZM $AZMTF BENTON RESOURCES $BEX $BNTRF BRAVADA GOLD CORP $BVA $BGAVF CALIBRE MINING CORP $CXB $CXBMF CANASIL RESOURCES $CLZ $CNSUF CARTIER RESOURCES INC $ECR $ECRFF CARUBE COPPER $CUC $CARCF COMMANDER RESOURCES $CMD $CMDRF CONDOR RESOURCES INC $CN $CNRIF COPPER REEF MINING CORP $CZC $CPEFF EAGLE PLAINS RESOURCES LTD $EPL $EGPLF ELY GOLD & MINERALS INC $ELY $ELYGF EROS RESOURCES CORPORATION $ERC $BPUZF EURASIAN MINERALS INC $EMX $EMXX EVRIM RESOURCES CORP $EVM $EMRRF FANCAMP EXPLORATION LTD $FNC $FNCJF FIRST MINING FINANCE CORP $FF $FFMGF GLOBEX MINING ENTERPRISES INC $GMX $GLBXF GOLDEN VALLEY MINES LTD $GZZ $GLVMF GUNGNIR RESOURCES INC $GUG $ASWRF IDAHO NORTH RESOURCES CORP $IDAH LABRADOR IRON ORE COMPANY $LIF $LIFZF LARA EXPLORATION LTD $LRA $LRAXF MARLIN GOLD MINING $MLN $MLNGF MAVERIX METALS INC $MMX $MACIF MEDGOLD RESOURCES CORP $MED $MGLDF METALLA ROYALTY & STREAMING $MTA $EXCFF MIDLAND EXPLORATION INC $MD $MIDLF MILLROCK RES INC $MRO $MLRKF MIRANDA GOLD CORP $MAD $MRDDF MIRASOL RESOURCES $MRZ $MRZLF MORIEN RESOURCES $MOX $APMCF NORTHERN EMPIRE RESOURCES CORP $NM $PSPGF OSISKO GOLD ROYALTIES $OR $OR OSISKO MINING INCORPORATED $OSK $OBNNF RAINY MOUNTAIN ROYALTY CORP $RMNXF $RMNXF RENAISSANCE GOLD INC $REN $RNSGF REVELO RESOURCES CORP $RVL $INCKF RIVERSIDE RESOURCES INC $RRI $RVSDF SABINA GOLD & SILVER CORP $SBB $SGSVF SILVER RANGE RESOURCES $SNG $SLRRF SOLITARIO EXPLORATION & ROYALTY CORP $SLR $XPL STRATEGIC METALS LTD $SMD $SMDZF TERRACO GOLD CORPORATION $TEN $TCEGF TEUTON RESOURCES $TUO $TEUTF TRANSITION METALS CORP (NEW) $XTM $TNTMF TYPHOON EXPLORATION INC $TYP $TYPFF VISCOUNT MINING CORP $VML $VLMGF
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@PamplonaTrader Amazing effort! Thanks!
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@PamplonaTrader Anyway you can collate by cash-flowing or near cash-flowing royalty cos?
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@PamplonaTrader I've recently been buying $ALS $SAND $DMLP $APF.L and $AMI
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@PamplonaTrader Don't see $ELY on your list
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@Excelsior I was thinking about about splitting up the currently cash-flowing royalities from the near term cash flowing and then the longer term royalties, but that's going to be a longer term project :-)
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@Excelsior Sorry about that, I didn't realize $ELY has a royalty, I'll add them to the list. I see that now - they have the subsidiary "Nevada Select Royalty, Inc." Nice! Got em'
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@PamplonaTrader Thanks for the work so far. One stop for a list of Royalty cos. Very helpful.
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@Excelsior Glad to share. Now if we can get all of these consolidated down into about a dozen larger Royalty companies it would be easier park some longer term appreciation funds into these. There are just so many rogue royalties out there that I'd like to see more of what Aurico did with Kiska and merge some of these into larger entities. Until then..... Ever Upward!
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@JamesKwantes Great list @Excelsior
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@Excelsior @JamesKwantes - Thank you sir. Are you still liking $TEN Terraco Gold and $MOX Morien ?
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@JamesKwantes In a word @Excelsior, yes. $MOX has moved up but will be cash flowing soon so prob. further upside; $TEN hasn't done much but its royalties are more valuable than current SP. Latter could require a lot of patience though - "dead money" until all of a sudden it isn't!
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@Excelsior That's how a lot of these royalties companies are... nobody cares, and then blamo.... suddenly they realize the value of the royalties. Thanks for the feedback and Cheers!
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@Excelsior Noble Capital Markets Initiates Research Coverage on Marlin Gold Mining Ltd. $MLN $MLNGF Apr 18, 2017, "Marlin Gold is an emerging precious metal mining company with assets in Mexico, Nicaragua and Arizona. Marlin owns 100% of two primary mines and receives payment streams and royalties from three other projects." http://www.prnewswire.com/news-releases/noble-capital-markets-initiates-research-coverage-on-marlin-gold-mining-ltd-mlnv--mlngf-300440589.html
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@Excelsior Posted by @jmm - https://www.fool.com/investing/2017/04/18/why-silver-wheaton-corp-shareholders-have-somethin.aspx if production at any of the third-party mines declines(or stops), $SLW suffers. - San Dimas did not produce during the last 8 weeks - Primero $P $PPP.US. - Penasquito dropped almost 25% in Q4 - Goldcorp $G - Some contracts are about to expire * 10-year contract on Capstone Mining's Cozamin mine expiring $CS next month. * Barrick Gold $ABX : Lagunas Norte, Veladero, and Pierina mines March 31, 2018. - Also production at Barrick's Pascua-Lama has remained halted ~royaltiesandstreams @jmm - I got you invited in so that you can post directly into ~royaltiesandstreams moving forward
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@Excelsior $SSL $SAND Sandstorm Gold's Latest Deal: A Head-Scratcher Apr. 27, 2017 - Gold Mining Bull $MARL #GOLD #Streaming #Royalty "The point of this deal is to unlock the value of Hot Maden, and as mentioned, this is going to be a massive asset for Sandstorm. Once in full-production, the company says it has the potential to more than double its attributable gold production. This implies Hot Maden could add at least 50,000 to 60,000 gold equivalent production to Sandstorm at some point in the future (based on Sandstorm's current production levels). "As both a shareholder of Sandstorm and Mariana, I have to say I like this deal a lot more for Mariana shareholders. We're getting taken over at a massive premium. As a Sandstorm shareholder, it's a bigger risk. Shareholders are getting diluted by approximately 20% and Sandstorm is placing much more of its future on Hot Maden. Sandstorm shares are now down more than 11% Wednesday following this news." ~royaltiesandstreams https://seekingalpha.com/article/4065869-sandstorm-golds-latest-deal-head-scratcher#alt2 $SAND $SSL Sandstorm Gold: Ramping Up Risks, Eyeing Outsized Rewards May 2, 2017 – Itinerant https://seekingalpha.com/article/4067715-sandstorm-gold-ramping-risks-eyeing-outsized-rewards  Thoughts on Mariana and Takeover Premiums, by @Goldfinger @Goldfinger/thoughts-on-mariana-and-takeover-premiums Cut the Wheat from the Chaff of Mining Fergus Hodgson, 28 April 2017 “Investment in precious-metals mining is extremely speculative. The strong downside and upside potential drives the approach of the Exploration Insights newsletter, published by Brent Cook and Joe Mazumdar. They focus on rejecting prospects, to zero in on the precious few that will garner returns down the track.” “Mariana Resources, which this week agreed to merge with Sandstorm, has prospects in Turkey. Brien Lundin and Joe Mazumdar explain how political volatility discounts their values.” http://goldnewsletter.com/podcast/cut-the-wheat-from-the-chaff-of-mining/ $MARL Mariana Resources rockets on merger proposal with $SSL $SAND Sandstorm Oliver Haill | 26 Apr, 2017 https://www.digitallook.com/news/aim-bulletin/mariana-resources-rockets-on-merger-proposal-with-sandstorm--2640438.html
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@Excelsior $RZZ $ATBYF Annual Letter to Shareholders and Outlook ( $GZZ owns 49% of $RZZ) May 9, 2017 #Royalty ~RoyaltiesandStreams "Abitibi Royalties’ share price increased by 161% in 2016, as we continue towards our goal of becoming The Best Gold Company. In 2017, the share price has increased an additional 3% (as of May 8, 2017), increasing our share price to CDN$9.05, for a market capitalization of approximately CDN$102 million. Over the previous three years, our share price has generated a compounded annual growth rate of 192%. "These impressive returns are certain to slow as our market capitalization increases, becoming a larger anchor. To give you an example how difficult it is to generate the same return using an ever-increasing base, I turn your attention to the Dow Jones Index. Last century the Dow Jones increased from approximately 65 to 11,500, which amounts to a gain of 5.3% compounded annually (excluding dividends). If the Dow Jones generated the same return in the current century the index would have to increase to approximately 2,000,000! We are 16.5 years in and currently sit near 21,000." "On the previous page we showed our share performance versus the Gold Miners Index $GDX (stated in Canadian Dollars for easy comparison) and the price of #gold (stated in both U.S. and Canadian dollars). Overall, it was an excellent year for shareholders, as Abitibi Royalties outperformed the GDX and the gold price in both currencies by a meaningful percentage. As stated above, I suspect our returns will slow but anticipate that the shares of Abitibi Royalties will outperform due to the caliber of our assets. " http://abitibiroyalties.com/investors/letter-to-shareholders/may92017/
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