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He's owned, sold, and owned, an doesn't know if he'll ever sell it again ;) Best in class, amazing acquirers, global, great balance sheet and free cashflow. Company estimates that by 2028, they'll get to $10B of EBIDA. Gross margins are hovering around 33%. Cost savings, and AI should help margins. Fuel sales were lower, and this impacted them. Likes that the price slowly gravitates upward, rather than lots of volatility. Yield is 0.71%.
Good company. Royalties from a lot of NA mines, not foreign jurisdictions. Royalty space doesn't have to deal with higher costs of being an operator, it gets paid regardless. Gold should start outperforming consistently for the next couple of years. USD will eventually trail down, as rates are not being hiked as aggressively. Yield is 1.33%.
