Sign up for Crux Investor: https://cruxinvestor.com
Mining royalty companies explain why they might just be a better bet than investing in actual mining companies. Lower risk, less exposure to inflation, lower cost base and all of the upside to increasing commodities prices. We have a robust discussion about what retail investors, family offices and HNWIS should look for in a royalty company.
We discuss topics like the changing perceptions on Jurisdictional risk; disposable income & discretionary spend v hoarding cash for retail investors; the ongoing effects of crypto and bitcoin v metal demand; portfolio structuring and strategies for investing; and how to think about and take advantage of current public market conditions.
0:00 – Panel Introduction
1:17 – Perspective on the Market’s Volatility
3:12 – Strategies of Mining Royalties Company during Uncertain Times
5:36 – Advice to Investors in Mining Royalties Investing
7:14 – Advantages of Mining Royalties over Mining Equities
11:51 – Getting to the Revenue Production Sooner
15:31 – Balancing Revenue Development and Exploration
17:44 – Addressing the Market’s Different Valuation of Mining Royalties
23:23 – Proving that Mining Royalties Management Teams are better than the Alternatives (Funds, Institutions)
27:32 – Evolving Deal Structuring for Mining Royalties
32:12 – Strategies in Attracting Shareholders
36:30 – Effects of the Geopolitical Events Worldwide on the Global Commodities Supply Chain
39:39 – Permitting Situations in Different Parts of the World
41:12 – Why is Mining Royalties are better Investment than other Investment Products
47:04 – Outro
—
Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today.
Learn more: https://cruxinvestor.com
3 Comments
Thanks Gents for the insight, very informative.
You are sooo right. Thanks for this interview.
To get somehow speculative: Would it be a good idea to merge Elemental and Sailfish in a first step of consolidating two of the smaller companies? The hostile bid of Gold Royalty Corp. for Elemental for sure has to be rejected. Gold Royalty Corp. in my view is the worst company in this space. Nothing I'd like to be together with.