Diversified Royalty Corp T.DIV

Will this go to $4?

[ReitsRus]

Sold at $3.20 a while back and picked back up on the SPO for $2.80 still holding, debating on if this is going to hit $4 or another possible SPO before hand. Anyone think this could be a good takeout down the road?

[JayBanks]

How long you looking for a timeline... in the current state on a short to medium term, I doubt $4 can be maintained if achieved, but longer out sure, add anouther holding or 2 sure. I don't know that I see us taken as a whole, I'd could see us become a taker. I've mentioned it before but Mr. Mikes seems like it would belong with a SRV more than us, that's one I could see cut

[flamingogold]

Jay, I own both DIV and SRV. I never saw your post previously regarding these 2 names. Were you susggesting they are a better fit merging since Mikes is mostly out west and SRV mostly out east and cater to the same customer more or less?

[JayBanks]

  I had 2 thoughts of possibilities... Senario 1 would be that  Mr Mikes could be monetized and sold over to SRV because they are a restaurant based royalty and likely have better management and abilities to utilize and grow the brand. It's a rather simple concept that I had but I didn't base it on areas served, I didn't get that deep into it, altho I believe SRV has

[flamingogold]

I think the time to acquire SRV may have passed. I have held it a long time and increased my position substantially during covid when it was trading in the $2 range. I had mentially wrote it off as a loss as owner and CEO Peter Fowler attempted a take over... or more accurately a take under for $3 and change, which was still below my average. Thankfully, an activist investor dropped out of the

[JayBanks]

Yea I dunno that DIV would jump out and take SRV at all, was just a thought... I was watching SVR and debated jumping in at $6-10 but didn't think they would maintain momentum with Covid going up and down, I do regret not jumping in, but everyone says that when they see sizable gains. I do enjoy royalties! DIV has been good for me as has FRU, I did well with NWX tho it's a broken company

[flamingogold]

SRV and BBD were too down and out plays that have resurrected in a big way for me, and also DGS which is a split fund I picked up cheap during covid. I still believe CHR, HOT and MRT will find much higher levels soon in that order. Can't say when exactly but at least I get paid on 2 of them to wait.

[JayBanks]

Others I monitor are: LIF, TPZ, MTA, NOVR, SRR, SSL and ELEC...   Tho really only NOVR, SRR and ELEC are of major interest. SRR currently pays over 8% and several of thier assets are still growing in pumping. NOVR and ELEC don't pay and assets are not producing much at all yet, I actually thought NOVR was closer to producing than it is but it's several mines are a few years away

[babedinkleman]

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[babedinkleman]

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[JayBanks]

  I've been moving around to look at other royalties and junior miners... I bought RE royalties a few months back, got a couple Divs on a rare offset schedule, some price action upwards, I think I wanna get in on thier Greenbonds next year... I've been chasing some Lithium miners ready to pop, looking at nickel, copper and silver and wanting to add to a minor gold name too...

[BarstoolSage]

With a smart deal or two this can easily go to $4 but it's a stretch IMO under current deals and cash flow. Not saying not a chance but DIV is already at the high end of its historucal window I expect due to the recent dividend increase.