Altius Minerals Corp T.ALS

Alternate Symbol(s): ATUSF

Metals & Mining Industrial Metals & Minerals

Altius Minerals Corporation is focused on growing its royalty business through prospect generation and the creation and acquisition of royalties. It diversified mineral royalties from 11 operating mines located in Canada (nine) and Brazil (two) that produce copper, nickel, cobalt, lithium, potash and iron ore. Its segments include Mineral Royalties, Project Generation and Renewable Royalties. The Mineral Royalties consist of the acquisition and management of producing and development stage royalty and streaming interests. The Project Generation segment is engaged in acquisition and early-stage exploration of mineral resource properties with a goal of vending the properties to third parties in exchange for early-stage royalties and minority equity or project interests. The Renewable Royalties segment includes a majority interest holding in publicly traded Altius Renewable Royalties Corp., which is focused on the acquisition and management of renewable energy investments and royalties.

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Altius Minerals Corp

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Post by sbmanon Apr 21, 2012 4:13pm

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Post# 19820350

Macquarie on Kami

Some very useful info here, starting at page 55:

https://www.scribd.com/doc/87122801/Macquarie#download

Page 59 which shows Kami's place on the cost curve is what I"ve been searching for; the danger is future expansion from the big 3 Oz miners (BHP, Rio, Fortesque) on the left of the curve combined with less than expected demand will leave the higher cost producers high and dry. Still it looks like the mine will go ahead; potential producion of 16MT/yr at $100 a tonne would give about $38M to Altius after the royalty tax.

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