Comment by
standfir on Feb 07, 2020 5:15pm
Flashcash, good to see you around. Yes, a worthwhile talk. Have posted some of the talk slides on Silicon (their image posting is still working): Comparison with other small royalty cos: https://www.siliconinvestor.com/readmsg.aspx?msgid=32541398 Upward multiple revaluation as royalty cos. grow https://www.siliconinvestor.com/readmsg.aspx?msgid=3254157
Comment by
standfir on Feb 07, 2020 5:18pm
... error in the 2nd link given, re: "Upward multiple revaluation as royalty cos. grow" Corrected: https://www.siliconinvestor.com/readmsg.aspx?msgid=32541575
Comment by
standfir on Feb 07, 2020 5:21pm
More slides from the Webinar: High beta - high leverage to gold space https://www.siliconinvestor.com/readmsg.aspx?msgid=32541579 Near-term dollars from royalties - focus of ELY, to have income build soon https://www.siliconinvestor.com/readmsg.aspx?msgid=32541587 Sprott Jarrett Canyon, to be 24% https://www.siliconinvestor.com/readmsg.aspx?msgid=32541590
Comment by
flashcash on Feb 07, 2020 5:25pm
I will be sticking with this share for a long time to come, I like the management style. Just wondering about if Ely and Globex could get together, a North American royalty company, surely it would be greater than the parts !
Comment by
standfir on Feb 08, 2020 2:00am
Flashcash - interesting idea. Globex has a good portfolio: https://www.globexmining.com/partners.htm The slides I was posting - they're all from the latest corporate presentation ... https://elygoldinc.com/assets/docs/presentations/ELY-PPT-FEB-6-2020.pdf
Comment by
flashcash on Feb 08, 2020 5:12am
I never went into much depth of their portfolio but it does look quite good, I think they have royalties on base metals. Perhaps they get together with Ely controlling the gold and PM's while Globex controls the base metals. Could create quite a large royal company ! GLA