Royalty- und Streamingunternehmen für Rohstoffe und Basismetalle (Seite 3)

[SmallCapTrade]

Hallo zusammen

Bei ETG kommt langsam Schwung rein, immerhin rund +30% in 10 Tagen. Schauen wir mal ob ETG schon bald übernommen wird oder (hoffentlich) noch länger selbständig sein darf.

https://www.entreeresourcesltd.com/_resources/presentations/…

Ich habe noch etwas anderes entdeckt: Silver Range Ressources

https://silverrangeresources.com/site/assets/files/3881/sng_…

Bin durch die super Bohrergebnisse von Silver 47 Exploration auf Silver Range gestossen:

Discovery RC hole MCH-21-005 graded 19.8m of 556 g/t Ag, 20.3% Pb, 3.16% Zn, including 7.6m of 824ppm Ag, 28.7% Pb, 1.54% Zn.
Discovery confirmation core hole MCH-22-002 yielding 15m of 907 g/t Ag, 26% Pb, 2.7% Zn including 7.7m of 1577 g/t Ag, 45% Pb, 4% Zn

Silver 47 hat dieses Gebiet im Yukon von Silver Range optioniert:

https://silverrangeresources.com/news/2021/silver-range-opti…

Silver Range wird 20% von Silver47 erhalten, Silver47 dürfte an die Börse kommen sobald der Silberpreis mitmacht. Crescat ist auch bei Silver47 involviert, also scheint Silver47 schon ein ordentlicher Explorer zu sein. In der Präsentation von Silver Range sind übrigens auch andere Royalty und Prospect Generators zu finden inkl. spannenden Kennzahlen und weiterem.

Ich überlege mir, etwas von Silver Range zu kaufen. Warte aber wohl noch etwas ab.

Viel Erfolg
SmallCap

[muenchenguru]

Hi Smallcap, danke, ich weiß dass Du den Wert schon länger verfolgst

[SmallCapTrade]

Wer etwas einigermassen "sicheres" möchte in der aktuell schwierigen Aktienzeit sollte sich derzeit Entree Resources ETG anschauen. Die haben eine sehr schöne Gold-Kupfer Royalty bei einer der grössten Kupferminen der Welt in der Mongolei. Rio Tinto dürfte nun weitere Anteile an TRQ übernehmen, ETG könnte als nächstes dran sein:

https://ceo.ca/@businesswire/turquoise-hill-announces-agreem…

Falls ETG nicht übernommen wird, dürfte es in einigen Monaten die ersten Royalties fliessen was mir noch sympathischer wäre. Realistischerweise wird ETG jedoch vorher übernommen. Somit kann man hier das Geld recht sorglos "zwischenparkieren".

Alles nur meine Meinung
Viel Erfolg
SmallCap

PS: Risikolose Anlagen gibt es nicht....!

[muenchenguru]

EMX ist eine Ankerposition von mir. Es geht zwar langsam voran, aber es geht voran. Lt.CEO gibt es bald (vielleicht innerhalb 1 Monats) eine Einigung mit Zijin bezgl.Timok-Royalty in Serbien.

[muenchenguru]

EMX Royalty Options the Mesa Well Copper Project in Arizona to Intrepid Metals
Vancouver, British Columbia, August 26, 2022 (NYSE American: EMX; TSX Venture: EMX; Frankfurt: 6E9) – EMX Royalty Corporation (the “Company” or “EMX”) is pleased to announce the execution, by its wholly-owned subsidiary Bronco Creek Exploration Inc., of an option to purchase agreement (the “Agreement”) for the Mesa Well property (the “Project”) to Intrepid Metals Corp. (“Intrepid”) (TSX-V: INTR). The Agreement provides EMX with cash and share payments during Intrepid’s earn-in period, and upon earn-in, a retained 2% net smelter return (“NSR”) royalty interest, annual advance royalty payments, and certain milestone payments.

The Mesa Well Project is located in south-central Arizona’s porphyry copper belt, approximately 100 kilometers northeast of Tucson. The principal target is a structurally dismembered and rotated porphyry copper-molybdenum system concealed beneath strongly tilted, post-mineral cover rocks. There are additional targets of skarn/replacement mineralization, also beneath cover rocks.

The Agreement with Intrepid is an example of EMX’s execution of the royalty generation aspect of its business model. The Company acquired Mesa Well at minimal cost in a premier porphyry copper belt, and has now partnered the Project for further in-the-ground exploration investment, pre-production payments, and a retained NSR royalty interest, all at no additional cost to EMX.

Commercial Terms Overview. Intrepid can earn 100% interest in the Project before the fifth anniversary of the Agreement by: (a) making execution and staged option payments totaling $350,000, (b) delivering 600,000 common shares of Intrepid, and (c) incurring $2,000,000 in exploration expenditures. After earn-in, EMX will retain a 2% NSR royalty interest on the Project and will receive certain annual advance royalty (“AAR”) payments.

Additionally, Intrepid has agreed to make payments to EMX at certain Project milestones: (a) $200,000 upon completion of a Preliminary Economic Assessment; (b) $500,000 upon completion of a Prefeasibility Study; and (c) $1,000,000 upon completion of a Feasibility Study.

All dollar amounts are in USD unless otherwise noted.

Mesa Well Overview. The Mesa Well Project is covered by State of Arizona exploration leases that were acquired as a result of EMX’s southwestern U.S. porphyry copper royalty generation program. The original target concept was derived from the coincidence of locally anomalous water well geochemisty and an unexplored porphyry dike swarm striking toward those anomalies, with several water wells reporting high molybdenum values and notable ”multiparameter” anomalies.

The Mesa Well target area is covered by highly tilted, post-mineral, Tertiary gravels. Field work to the east of the principal target area identified: 1) a variety of porphyry dikes and associated weak, but broadly-developed biotitic and sodic-calcic alteration with sparse chalcopyrite mineralization and 2) exotic, secondary copper mineralization along a low angle fault zone that spans from the dike swarm to the geochemically anomalous water wells. The dikes, alteration, and mineralization are characteristic of the deeper flanks of a porphyry system. The remobilized copper mineralization is interpreted to be sourced from the porphyry target beneath the post-mineral cover.

Exploration by a previous partner included five holes totaling 2,701 meters of reverse circulation and 981 meters of core drilling which intersected distal porphyry copper alteration and mineralization. These drill intercepts increase in alteration intensity and mineralization (pyrite-chalcopyrite-molybdenite-bearing quartz veins with sericitic alteration) and vector toward the target area. Permitting was completed for a planned follow-up drill program that was never executed. As a result, the Mesa Well Project presents ”walk-up” drill targets for Intrepid’s upcoming work programs. Intrepid advises it has plans to complete geophysical surveys on the Project prior to year-end, followed by a drill program in Q1 2023.

Qualified Person. Michael P. Sheehan, CPG, a Qualified Person as defined by NI 43-101 and employee of the Company, has reviewed, verified and approved the above technical disclosure.

About EMX. EMX is a precious, base and battery metals royalty company. EMX’s investors are provided with discovery, development, and commodity price optionality, while limiting exposure to risks inherent to operating companies. The Company’s common shares are listed on the NYSE American Exchange and TSX Venture Exchange under the symbol “EMX”, and also trade on the Frankfurt exchange under the symbol “6E9”. Please see www.EMXroyalty.com for more information.

[SmallCapTrade]

Antwort auf Beitrag Nr.: 72.065.057 von muenchenguru am 27.07.22 10:40:07

Ja ELEC habe ich gesehen und der Anstieg von 0.16 auf 0.30 CAD prompt verpasst. Die Ausgangslage bei beiden finde ich ähnlich (vorher herrschte bei beiden Angst vor einer Verwässerung und nun konnte bei beiden eine sehr gute Lösung gefunden werden). ELEC ist noch etwas breiter abgestützt, hat dafür eine Market Cap von 24 Mio gegenüber 10 Mio CAD bei TNR.

Ich denkem dass der Markt bei TNR in den nächsten Tagen auch erkennen wird, dass die Company zu günstig bewertet ist ähnlich wie das bei ELEC auch der Fall war (und immer noch ist).

Viel Erfolg
SmallCap

[muenchenguru]

Antwort auf Beitrag Nr.: 72.064.922 von SmallCapTrade am 27.07.22 10:26:22

Hi Smallcap,
ja sehr gut, die Nachricht ist mir gestern auch aufgefallen.
Wenn ich liquider wäre, hätte ich es mir auch überlegt.
Apropos liquide, der Nachteil bei so kleinen Werten ist halt, dass sie recht illiquide sind.
Aber man kann ja eine Ankerposition kaufen und sie halten.
Quasi bis das Unternehmen gewachsen ist.

Electric Royalties hat übrigens vor Kurzem etwas ähnliches gemacht: Verkauf eines Teils seiner Li Royalties
gegen Cash.
Das hat a) natürlich für Cash gesorgt, im Fall v. Electric Royalties 4 Mio CAD u. b) die Werthaltigkeit seiner
Royalties dem Markt kommuniziert.

[SmallCapTrade]

Hallo zusammen

Ich habe gestern bei TNR Gold eine erste Position gekauft. Diese Meldung finde ich Hammer:

https://www.goldseiten.de/artikel/546337--TNR-Gold-Monetizes…

Bei einer Market Cap von rund 10 Mio CAD und nun einer ordentlichen Cash Position finde ich das Chancen-/Risikoverhältnis gut.

Alles nur meine Meinung
Viel Erfolg
SmallCap

[muenchenguru]

Electric Royalties

Hier ein Update vom April, man bekommt einen Eindruck von der Vielseitigkeit des Portfolios


1
ELECTRIC ROYALTIES PROVIDES DEVELOPMENT UPDATE ON ROYALTY PORTFOLIO
VANCOUVER, BRITISH COLUMBIA – April 13, 2022 – Electric Royalties Ltd. (TSXV: ELEC) (OTCQB: ELECF)
(“Electric Royalties” or the “Company”) is pleased to announce an asset update on its current royalty
portfolio.
Brendan Yurik, CEO of Electric Royalties, commented: “We are pleased to close Q1 2022 with significant
progress at a number of projects in our rapidly growing royalty portfolio. In particular, we have seen
encouraging drill results announced for the Cancet (lithium), Seymour Lake (lithium), Graphmada
(graphite) and Mont Sorcier (vanadium) projects. Additionally, we are eagerly awaiting the results of the
upcoming PEA on the Battery Hill manganese project, which has the potential to generate significant
royalty revenues at such time as the project moves from development into production. Following a
successful resource update earlier in the year, testing confirmed the suitability of Authier spodumene for
conversion into lithium hydroxide, ahead of their engineering studies incorporating Authier into a joint
mine plan with Sayona Mining’s recently acquired Canada Lithium mine. Furthermore, we are keen to see
continued progress at the Graphmada mining complex as they work to complete a resource update as part
of planning to restart production, another potential source of near-term royalty revenues. We are
expecting more significant project updates on our royalty assets in 2022.”
Recent highlights since the Company’s previous development update on March 2, 2022:
• Battery Hill Manganese Royalty – Manganese X Energy Corp. (TSXV: MN) recently commissioned
a second manganese market report focused primarily on the North American markets, which will
provide timely market data to support the preparation of the Preliminary Economic Assessment
(“PEA”) for the Battery Hill Project in New Brunswick. As a result of the market report, the PEA is
expected to be a more accurate reflection of the recent substantial price increase of manganese1
and will take into consideration the increase in demand for high-purity manganese products (see
MN news release dated March 29, 2022).
• Authier Lithium Royalty – Sayona Mining Limited (ASX:SYA; OTCQB:SYAXF) announced
confirmation of the quality of its Authier spodumene product, following
successful testing by leading lithium-ion battery innovator NOVONIX at its Battery Technology
Solutions laboratories in Nova Scotia, Canada (see SYA news release dated April 4, 2022). The
positive results show that the Authier product performs as well as competing commercially
available battery-grade lithium hydroxide.
• Cancet Lithium Royalty – Winsome Resources Limited (ASX: WR1) provided an update on the
2,000-metre drilling campaign at the Cancet Project in Quebec. Large, visible spodumene crystals
have been observed in a thick zone of pegmatites encountered in the drill program, with the first
1 Average manganese price in 2021 was US$5.36/dry metric tonne unit (dmtu); a recent closing price is
approximately US$8.03/dmtu (44-46% Mn CIF China, Argus Metal prices, April 7, 2022).
2
batch of samples undergoing assay at the SGS laboratory (see WR1 news release dated March 29,
2022). Results to date from the ongoing drilling campaign support data gathered in previous drill
campaigns and complement WR1’s knowledge of the extent of the pegmatite deposit. The
campaign is on track to be completed by mid-April 2022.
• Seymour Lake Lithium Royalty – Green Technology Metals Limited (ASX:GT1) has announced the
Phase 1 drilling program at Seymour Lake that was designed to evaluate potential along-strike
and down-dip extensions of the North Aubry deposit, has now been completed with 16 holes
drilled for a total of 5,895 metres (see GT1 news release dated March 17, 2022). All holes in the
Phase 1 program intersected pegmatite along strike and down dip (see GT1 news release dated
March 8, 2022). The intercepts returned solely from the upper pegmatite at North Aubry range
in thickness up to 42.7 metres, with the widest intervals located in the northern extensions of the
deposit. Both the northern and down-dip extents of the pegmatite are wide open to further
expansion. Phase 2 drilling at the Central Aubry zone has now commenced. The Phase 2 program
comprises a planned 31 holes for approximately 5,100 metres. Building on recent and highly
encouraging geophysical survey and geological mapping work, Phase 3 exploration drilling has
also commenced at the Pye prospect, located approximately 1 km east of the Aubry complex. An
initial 26 holes are planned at Pye for approximately 2,000 drilling metres.
• Bissett Creek Graphite Royalty – Northern Graphite Corporation (TSXV: NGC) announced on
March 9, 2022, that Minviro Ltd. (“Minviro”) has completed an update of its ISO-compliant Life
Cycle Assessment on the production of graphite concentrate and lithium-ion battery anode
material from the Bissett Creek deposit in central Ontario, including the benefits of an electric
mining fleet. Life Cycle Analysis is a cradle-to-gate study that assesses project impacts from the
point of resource extraction to the production of graphite concentrate. Minviro has estimated
that by using electricity from the Ontario grid to power both the mining fleet (rather than diesel)
and the processing plant (instead of using natural gas), the Global Warming Potential of the Bissett
Creek project could be reduced by approximately 80 per cent, from 2.2 kilograms of carbon-
dioxide-equivalent 2 per kg of graphite produced to 0.45 kilograms of carbon-dioxide-equivalent
(“CO2 eq”). NGC commissioned Minviro’s report to help guide the company in developing a
carbon neutral project. Additionally, Minviro benchmarked the potential carbon footprint of
Bissett Creek against the production of Chinese natural and synthetic graphite and the upgrading
into battery anode material. Specifically, Bissett Creek is estimated to have a carbon footprint of
6.3 kg of CO2 eq per kg of product compared to the carbon footprint of Chinese CSPG3 produced
from natural graphite estimated at 16.8 kg of CO2 eq and 17 kg of CO2 eq if produced from
synthetic graphite. The full report is available at
http://www.northerngraphite.com/project/bissett-creek-projec…
NGC (see NGC news release dated March 30, 2022) summarized important developments in the
critical minerals industry in the Province of Ontario. NGC believes that Bissett Creek is the most
advanced critical minerals development project in Ontario and would greatly benefit from these
developments given its high margin, large flake characteristics and its proximity to potential
lithium-ion battery manufacturers.
o In mid-March, the Ontario government announced the launch of a Critical Minerals
2 A term for describing different greenhouse gases in a common unit. For any quantity and type of greenhouse gas,
CO2 eq signifies the amount of CO2 which would have the equivalent global warming impact.
3 Coated Spherical Purified Graphite, a product manufactured from graphite concentrates.

[muenchenguru]

Electric Royalties

Will diesem Thread ein bisschen Leben verleihen.
Meiner Meinung nach sind PG (Prospector Generators) / Royalties-/Streamingunternehmen die Königsklasse im Rohstoffbereich, insbesondere, wenn man die immer stärkere Kostenexplosion und Investitionsunsicherheit (Auflagen, Genehmigungsprozesse, ESG) berücksichtigt.

Wenn nicht Globex so eine exponierte Aktienbeteiligung +Warrants hätte, dann würde ich mir unbedingt einen Einstieg in ELEC.Vd überlegen, insb. auf dem Preisnivau. (Gut, es hat eine kleinere Finanz. stattgefunden, die natürlich auf den Preis drückt, ebenso wie die akt. Unsicherheit im Rohstoffmarkt).
Marketkap: 22, 5 Mio CAD
18 Royalties, darunter 1 prod. (Zink), prod.nah (2xGraphit) u. auch Li-Royalty ist fortgeschritten (Sayona Mining).
Ausserdem eine weltweite Verteilung von versch. Rohstoffen, die seinesgleichen sucht, insb. wenn man das junge Alter des Unternehmens berücksichtigt.
Mn, Sn, Cu, Va.
https://www.electricroyalties.com/portfolio

Hier die Beteiliigung von Globex (frisch aus dem Q1 MD&A) . Globex ist ja ein absolutes Kerninvestment von mir.

Globex Mining Enterprises Inc.
Management’s Discussion & Analysis
Year Ended December 31, 2021
Dated: March 28, 2022
- 6 -
agreed to below, this cash payment will be deducted from the final cash portion of the
purchase price. Should the transaction not proceed, Globex will keep this initial cash
payment.
o If the transaction proceeds, Electric Royalties will pay the following to Globex:
 $13,500,000 in a single cash payment (received on August 11, 2021);
 8,752,860 Electric Royalties shares (received on August 10, 2021 and valued
at $3,501,144);
 5,348,970 Electric Royalties warrants (received on August 10, 2021 and
valued at $987,089), each of which entitles Globex to purchase one additional
Electric Royalties share at a price of $0.60 for a period of four years; and
 $1,000,000 as a future cash payment should the price of zinc rise to or above
a price of $2.00 USD per pound for at least 90 consecutive days.