Osisko reloaded Sean Roosen machts noch einmal: Osisko Gold Royalties Ltd. (Seite 10)

[volafan]

Royalties Vergleich

In starken Märkten sind die kleinen Minen interessanter. GDXJ zeigt relative Stärke.

[KMST]

finde ich auch...seit langem mal wieder über erwartung

[aktienkunta]

Vorzeigbares Zahlenwerk...

https://www.stockwatch.com/News/Item/Z-C!OR-3326740/C/OR

[volafan]

Royalties Vergleich

Präsentation September
https://osiskogr.com/app/uploads/2022/09/Osisko-Gold-Royalti…

[KMST]

frage mich wieso die hier mit 50 mio reingehen?
franco nevada hat dort für 1% 100 mio bezahlt aber der wind hat sich dort doch gedreht.
dachte bhp will nix mehr dort machen und aktuell läuft aus dem grund dort ein Strategic Review Process.

ob das projekt jemals eine mine wird ist mehr als fraglich...es gibt dort eine starke anti mining opposition.
meiner meinung nach sind das 50 mio für nichts

[KMST]

SolGold PLC Announces US$50Million Investment from Osisko Gold Royalties

BISHOPSGATE, November 7, 2022 - The Board of Directors of SolGold (LSE:SOLG)(TSX:SOLG) is pleased to announce that SolGold has entered into a binding agreement with Osisko Gold Royalties Ltd. ("Osisko") for a US$50 million royalty financing ("Royalty Financing") with reference to the Company's Cascabel copper-gold project in northern Ecuador.

Osisko will receive a 0.6% NSR interest from SolGold, calculated with reference to net smelter returns from the Cascabel licence area. SolGold has a buy-back option, exercisable at SolGold's election for four years from closing, for one-third of the NSR interest.

Liam Twigger, Chairperson of SolGold, commented:

"We are very pleased to enter into this agreement with Osisko. The Osisko group is recognized as one of the most successful mining teams in the world. This funding immediately removes the financing overhang that has encumbered SolGold and provides an accretive and attractive financing solution. SolGold can now devote its complete attention to the Strategic Review Process which is currently underway to maximize shareholder value."

Recently appointed SolGold Director Dan Vujcic, commented:

"This financing shows the intent going forward of SolGold becoming a nimble and agile organisation that can procure attractive financing even in a turbulent macro environment. Working with Osisko, a party, like SolGold, with big aspirations is exciting and is testament to the relationships that can be forged on the back of owning a Tier 1 project in a commodity essential to the global shift to decarbonisation."

Closing of the Royalty Financing is subject to customary conditions precedent.

[KMST]

PRELIMINARY Q3 2022 RESULTS

Osisko earned approximately 23,850 attributable gold equivalent ounces1 ("GEOs") in the third quarter of 2022, record deliveries for the Corporation since inception in 2014. Osisko recorded preliminary revenues from royalties and streams of C$53.7 million during the third quarter and preliminary cost of sales (excluding depletion) of C$4.4 million, resulting in a record quarterly cash margin2 of approximately C$49.3 million (or 92%).

During the third quarter, Osisko purchased for cancellation a total of 1.3 million common shares for C$16.5 million (average acquisition price per share of C$12.77) under its NCIB program.

Sandeep Singh, President and CEO of Osisko, commented: "We are delighted to have experienced another quarter of record deliveries, revenues and cash margin in Q3. These records were achieved despite the Eagle mine still working towards steady-state production, the gold price averaging US$142 per ounce lower quarter over quarter, and a meaningfully higher gold-silver price ratio used to convert silver deliveries into GEOs. The higher gold-silver price ratio, which has since subsided somewhat, decreased GEOs earned by approximately 850 ounces in the third quarter versus expectations. We believe our assets have the ability to end the year on a continued upswing and meet the low end of our guidance, with further increases from core assets expected in 2023.

"Further, we are pleased to welcome Mr. Rob Krcmarov to our Board of Directors. This is in keeping with our board renewal process, with six new additions to the board since the start of 2020. Rob adds unparalleled expertise in geology and mining transactions with relationships and asset knowledge around the globe. He will be an invaluable asset to the Corporation."

Osisko will provide full production and financial details with the release of its third quarter 2022 results after market close on Wednesday, November 9th, 2022 followed by a conference call on Thursday, November 10th at 10am ET. More details are provided at the end of this release.

[newzealaender]

Neue Bergbaunachrichten auf deutsch mit Osisko Gold Royalties: https://www.rohstoff-tv.com/play/bergbau-nachrichten-mit-gol…

[KMST]

VANCOUVER, British Columbia, Sept. 08, 2022 (GLOBE NEWSWIRE) -- Marimaca Copper Corp. (“Marimaca Copper” or the “Company”) (TSX: MARI) is pleased to announce a US$15.5 million investment from Osisko Gold Royalties (“Osisko”) for a 1.0% Net Smelter Return royalty (the “Osisko NSR”) (the “Investment”) on certain claims covering the Marimaca Oxide Deposit (“MOD” or “the Project”) and some claims immediately adjacent to it. Proceeds from the Investment will be used to advance permitting, a Definitive Feasibility Study (the “DFS”) for the MOD and for general corporate and administrative expenses. Osisko’s royalty will effectively replace certain existing royalties on the Project. Marimaca has pre-existing rights to retire some of the existing royalties covering the MOD and as such the Investment limits the expected incremental royalty burden on the Project. Importantly, these existing rights include a buyback right for 1% of the royalties outstanding on the Marimaca 1-23 claims, which forms the majority of the mineable resources and projected copper production for the Project1.

Highlights

Significant financing in challenging equity markets with only very modest incremental royalty exposure on the MOD1,2
Given ability to buyback pre-existing royalties, no expected net change to royalty burden on the Marimaca 1-23 claims2, which comprises the majority of the projected copper production for the MOD1
Total additional royalty burden on the MOD estimated to be approximately 0.39%1,2
NSR will apply to concessions covering the current resource and concessions immediately adjacent to the MOD
The Investment allows Marimaca to continue to progress various workstreams, including permitting
Represents a strong endorsement for the Marimaca Project from a leading public royalty company with well-respected technical expertise
Hayden Locke, President & CEO of Marimaca Copper, commented:

“Osisko is renowned for its technical capabilities, and we therefore see this significant investment, following extensive due diligence, as a strong endorsement of the Marimaca Oxide Project and the work completed by our technical teams.

“Given the current challenging equity market conditions, we believe this financing also delivers meaningful value to our existing investors, lowering overall dilution while providing us with a strong balance sheet to continue with the development of the Project. In retaining the buyback rights, we have effectively monetized an asset of the Company while adding only a minor incremental royalty burden to the Company’s assets overall.

“We remain on track for the first mineral resource update towards the end of September or early October, which we believe will deliver a step change in the scale of the Marimaca Project.”

Details of the Transaction

Marimaca, together with certain of its wholly-owned Chilean subsidiaries, and Osisko entered into an Investment Agreement and a Royalty Agreement whereby Marimaca granted a 1.0% NSR to Osisko on concessions that currently host the Marimaca Oxide Deposit as well as certain rights including a right of first refusal with respect to any royalty, stream, or similar interest in connection with project financing of the Marimaca project for cash consideration of US$15.5 million in aggregate.

Under the Investment Agreement, Marimaca has agreed to exercise certain buyback rights in respect of royalties granted under the 1-23 Purchase Agreement and La Atomica option agreement prior to commercial production which total US$6.0 million in aggregate.

[Minusbauer]

Der von KMST verlinkte Artikel auf Seeking Alpha ist wirklich sehr lesenswert.

Summary

- Osisko Gold Royalties is down more than 40% from its all-time highs.
- This is even though it has a high-margin, inflation-resistant business with one of the best organic growth profiles sector-wide.
- At a current share price of US$9.25, Osisko GR trades at less than 0.80x P/NAV, a valuation reserved for gold producers with ~20% operating margins, not a royalty/streaming company.
- So, with the deep discount to fair value, I have continued to accumulate the stock on weakness, and I see it as a Strong Buy at current levels.