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Oracle Commodity Holding Receives Final Approval for the Amended Royalty Agreements with Silver Elephant
Newsfile· 2025-11-25 21:38
Oracle Commodity Holding Receives Final Approval for the Amended Royalty Agreements with Silver ElephantNovember 25, 2025 4:38 PM EST | Source: Oracle Commodity Holding Corp.Vancouver, British Columbia--(Newsfile Corp. - November 25, 2025) - Oracle Commodity Holding Corp. (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle" or the "Company") announces that the TSX Venture Exchange (the "TSXV") has granted final approval for the amended and restated net smelter return royalty agreements (the "Amended Agreemen ...
Vox Royalty (NasdaqCM:VOXR) FY Conference Transcript
2025-11-19 17:37
Summary of Vox Royalty FY Conference Call Company Overview - **Company Name**: Vox Royalty (NasdaqCM:VOXR) - **Industry**: Specialty Mining, focusing primarily on gold royalties but also open to base and battery metals [2][8] Core Points and Arguments - **Business Model**: Vox Royalty operates as a gold royalty company, designed to provide investors with exposure to precious metals while minimizing risk and maximizing returns [2][3] - **Performance Metrics**: - Founding shareholders have seen returns of over 1,300% since inception, with an 80% increase in the last year [6] - Revenue has grown by almost 400% over the last three years while costs have remained flat or decreased [6][7] - **Market Position**: Vox aims to replicate the success of larger royalty companies like Franco-Nevada and Wheaton Precious Metals, which have outperformed mining companies and major indices [4][5] - **Asset Growth**: The number of producing assets has increased from 1 in 2020 to 14 currently, with expectations to grow to 22 in the coming years [9][10] Financial Highlights - **Recent Acquisition**: In September, Vox acquired a portfolio generating approximately $15 million in free cash flow for $60 million, significantly increasing its producing asset count [10][11] - **Market Capitalization**: Vox has a market cap of $300 million, providing a diversified portfolio that would typically belong to much larger mining companies [11] - **Debt and Cash Position**: The company has about $11.7 million in debt and $11 million in cash, indicating a strong balance sheet [11] Strategic Focus - **Investment Strategy**: Vox focuses on acquiring royalties from projects that are 2-4 years from production, allowing for a steady increase in revenue and cash flow [9][10] - **Dividend Policy**: Vox pays a modest but sustainable dividend, which is the highest yield in the precious metals royalty industry [18] - **Analyst Coverage**: Currently, four analysts cover Vox, with expectations for increased price targets as the company continues to grow [19][20] Industry Dynamics - **Gold Price Outlook**: The company is positioned to benefit from long-term increases in gold prices, although it operates under the assumption of potential price declines [25][26] - **Cost Structure**: Vox's business model is less affected by cost inflation in the mining sector, allowing for higher operating margins compared to traditional mining companies [23][24] Competitive Advantage - **Data Utilization**: Vox has acquired a proprietary database of mining royalties, enabling it to identify undervalued assets that competitors may overlook [28][29] - **Risk Management**: The company emphasizes a high margin of safety in its acquisitions, focusing on the likelihood of mines entering production rather than solely on current metal prices [38][39] Future Outlook - **Growth Potential**: Vox expects to add 2-5 new producing assets annually, which will further enhance its revenue profile [16][24] - **Index Inclusion**: The company was added to the Russell 2000 and anticipates inclusion in the GDXJ index, which could attract broader investor interest [24] Additional Insights - **Silver Royalties**: Vox holds a significant silver royalty over the Bowden's project, which could generate substantial revenue once in production [41] - **Market Perception**: The company believes its business model may be perceived as complex, but it aims to simplify its narrative to attract more passive investors [18][19]
Oracle Commodity Holding Announces Closing of Non-Brokered Private Placement
Newsfile· 2025-11-10 20:10
Core Points - Oracle Commodity Holding Corp. has successfully closed a non-brokered private placement of 8,000,000 units at a price of $0.035 per unit, resulting in gross proceeds of $280,000 [1][2] - Each unit consists of one common share and one common share purchase warrant, with the warrant allowing the purchase of an additional share at $0.06 for three years [1] - Proceeds from the private placement will be allocated for working capital and general corporate purposes [2] Related Party Transactions - A director and officer of the company subscribed for 1,750,000 units, contributing gross proceeds of $61,250, which is classified as a related-party transaction [3] - The company is relying on exemptions from formal valuation and minority shareholder approval requirements due to the fair-market value of securities issued to insiders not exceeding 25% of the company's market capitalization [3] Regulatory Compliance - The securities issued in the private placement are subject to a regulatory hold period of four months and one day [2] - None of the proceeds will be used for the acquisition of a 2% royalty from U.S. Fluorspar LLC until approval from the TSX Venture Exchange is obtained [4] - Proceeds will not be allocated to non-arm's length parties or for any specific use representing 10% or more of the gross proceeds [5] Company Overview - Oracle Commodity Holding Corp. is a mining royalty company that holds royalties on various precious metal and critical mineral mining projects [7]
Oracle Commodity Holding Corp. Announces Upsized Private Placement Financing
Financial Modeling Prep· 2025-10-11 22:00
Group 1 - Oracle Commodity Holding Corp. is a mining royalty company that has increased its non-brokered private placement financing from 7.5 million units to 8 million units due to high demand, raising potential gross proceeds to $280,000 [1][6] - Company insiders are set to subscribe for up to 1.75 million units, contributing up to $61,250, and this transaction is considered a related party transaction but the company is exempt from formal valuation and minority shareholder approval requirements [2][6] - The proceeds from the financing will be used for general corporate purposes and to acquire a 2% royalty from U.S. Fluorspar LLC over certain fluorspar projects, aiming to strengthen the company's position in the mining royalty sector [3][6] Group 2 - Oracle Corporation, a separate entity from Oracle Commodity Holding Corp., has maintained an "Outperform" grade from Evercore ISI, with a stock price of $296.96 and a raised price target from $340 to $350 [4] - Oracle has demonstrated an asset turnover ratio of approximately 0.33 over the trailing twelve months and an operating profit margin of about 30.44%, with a recent revenue report of $14.93 billion and a gross profit of $10.04 billion [5]
Oracle Commodity Holding Increases Non-Brokered Private Placement to $280,000
Newsfile· 2025-10-09 18:15
Core Viewpoint - Oracle Commodity Holding Corp. has increased its non-brokered private placement financing due to high demand, raising the offering from 7,500,000 units to 8,000,000 units, with potential gross proceeds of $280,000 [1] Group 1: Offering Details - The Offering consists of 8,000,000 units priced at $0.035 per unit, each unit includes one common share and one transferable common share purchase warrant [1] - Each warrant allows the holder to acquire an additional common share at an exercise price of $0.06 for three years [1][2] - A Finder's fee of up to 7% in Finder's Units will be payable, with each Finder's Unit consisting of one share and one non-transferable share purchase warrant [2] Group 2: Insider Participation - Company insiders will subscribe for up to 1,750,000 units, generating gross proceeds of up to $61,250 [3] - The issuance of units to insiders is classified as a related party transaction, relying on exemptions from formal valuation and minority shareholder approval requirements [3] Group 3: Regulatory and Closing Information - The Company is utilizing the TSX Venture Exchange's minimum price exemption and anticipates closing the Offering soon, subject to necessary regulatory approvals [4] - The units will be issued on a private placement basis and will be subject to a statutory hold period of four months and one day from the issuance date [4] Group 4: Use of Proceeds - The net proceeds from the Offering will be used for general corporate purposes and to pay for the cash consideration for acquiring a 2% royalty from U.S. Fluorspar LLC over certain fluorspar projects [5] - No proceeds will be allocated to payments to non-arm's length parties, except for normal compensation of officers, directors, employees, and consultants [5] Group 5: Company Overview - Oracle Commodity Holding Corp. is a mining royalty company that holds royalties on several precious metal and critical mineral mining projects [6]
Oracle and CleanTech Further Amend Royalty Agreement to Include Quarant Lease Properties in Kentucky, USA
Newsfile· 2025-10-08 13:10
Oracle and CleanTech Further Amend Royalty Agreement to Include Quarant Lease Properties in Kentucky, USAOctober 08, 2025 9:10 AM EDT | Source: Oracle Commodity Holding Corp.Vancouver, British Columbia--(Newsfile Corp. - October 8, 2025) - Oracle Commodity Holding Corp. (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle" or the "Company") and CleanTech Vanadium Mining Corp. (TSXV: CTV) (OTCQB: CTVFF) ("CleanTech") announce that Oracle and U.S. Fluorspar LLC ("USF"), CleanTech's 100%-owned subsidiary, have e ...
EMX Royalty (NYSEAM:EMX) 2025 Conference Transcript
2025-10-08 09:12
Summary of EMX Royalty Corporation Conference Call Company Overview - **Company**: EMX Royalty Corporation - **Merger**: Recently merged with Elemental Altus, creating a global prospect and royalty generator - **Market Cap**: Pro forma market cap exceeds $1 billion [7][19] Financial Projections - **Revenue Forecast**: Expected revenue of $70 million in 2025 and $80 million in 2026 [7] - **Historical Performance**: EMX has a 17% CAGR since inception, while Elemental Altus achieved 26% CAGR since 2017 [8] Portfolio Details - **Royalty Agreements**: Combined portfolio includes 218 royalties, with 16 currently in production [8] - **Cash Flow**: 45% of the portfolio is cash flowing, with 7 from EMX and 10 from Elemental Altus [8][12] - **Geographical Diversification**: Portfolio is well-balanced geographically, with 76% in precious metals and the remainder in base metals [12] Strategic Advantages - **Scale and Growth**: The merger enhances scale, moving from junior to intermediate royalty space, which is expected to attract more attention from banks and analysts [12][19] - **Royalty Generation Model**: EMX's unique approach involves geologists identifying prospective mineral rights and generating royalties through milestone payments [13][14] Management and Shareholder Structure - **Leadership**: David Cole remains CEO, with Fred Bell as President and COO, and Juan Zutori from Tether as Executive Chairman [16] - **Shareholder Support**: Tether's involvement as a significant shareholder is expected to lower capital costs and facilitate future transactions [15][25] Market Dynamics - **Tether's Investment**: Tether is purchasing a metric ton of physical gold weekly and plans to launch a gold-backed coin, potentially impacting the commodity space [24][25] - **Analyst Coverage**: Increased scale is anticipated to trigger more analyst coverage and ETF buying, creating a self-fulfilling prophecy for the company's growth [19] Risks and Considerations - **Project Viability**: Out of 218 royalty agreements, only 16 are cash flowing, with around 30 in development. The nature of the business means some projects may not become mines [21] - **Market Sentiment**: The entry of crypto companies into the gold space raises questions about the future dynamics of the commodity market [25] Conclusion - The merger positions EMX Royalty Corporation for significant growth and diversification, leveraging its unique royalty generation model and the strategic involvement of Tether to enhance its market presence and financial stability [12][19]
Oracle Commodity Holding Appoints Jason Powell as Chief Executive Officer
Newsfile· 2025-10-01 12:49
Core Viewpoint - Oracle Commodity Holding Corp. has appointed Jason Powell as the new CEO, effective October 1, 2025, replacing Anthony Garson [1][5]. Group 1: Leadership Change - Jason Powell brings over 15 years of experience in investor engagement and strategic growth within the mining sector [2]. - Powell is recognized for his ability to translate strategic vision into tangible outcomes, with expertise in capital markets and corporate communications [3]. Group 2: Stock Options and Compensation - The board has approved the grant of 400,000 incentive stock options to Mr. Powell at an exercise price of $0.05, with a five-year term expiring on October 1, 2030 [4]. - The options will vest at 12.5% per quarter for the first two years starting January 1, 2026 [4]. Group 3: Debt Settlement - The company has entered into a debt settlement agreement with Mr. Garson to settle $28,900 for services rendered by issuing 578,000 common shares at a deemed price of $0.05, pending TSX-V approval [6]. - This debt settlement is classified as a related party transaction under Multilateral Instrument 61-101 [7]. Group 4: Regulatory Exemptions - The company is relying on exemptions from obtaining a formal valuation and minority shareholder approval for the debt settlement, as the fair market value does not exceed 25% of the company's market capitalization [8][9]. Group 5: Company Overview - Oracle Commodity Holding Corp. is a mining royalty company holding royalties on several precious metal and critical mineral mining projects [11].
Oracle Provides Update on TSX-V Review of Fluorspar, Coal and Silver NSR Agreements
Newsfile· 2025-09-29 16:17
Core Viewpoint - Oracle Commodity Holding Corp. is providing an update on the ongoing review by the TSX Venture Exchange regarding its royalty agreements with CleanTech Vanadium Mining Corp. and Silver Elephant Mining Corp. [1] Group 1: Company Updates - The company has a net smelter return (NSR) royalty agreement with CleanTech Vanadium Mining Corp. and its subsidiary U.S. Fluorspar LLC, which was amended effective August 27, 2025, covering CleanTech's fluorspar projects in the United States [1] - The company also has amended and restated NSR royalty agreements with Silver Elephant Mining Corp., which cover Silver Elephant's Mongolian coal and Bolivian silver properties, as announced on August 29, 2025 [1] - The review process by TSX-V for both agreements is still ongoing, and the company will provide further updates as necessary [1] Group 2: Company Overview - Oracle Commodity Holding Corp. is a mining royalty company that holds royalties on several precious metal and critical mineral mining projects [2]
Oracle Commodity Holding Increases Non-Brokered Private Placement to $262,500
Newsfile· 2025-09-26 19:30
Core Viewpoint - Oracle Commodity Holding Corp. has increased its non-brokered private placement financing from 7,000,000 units to 7,500,000 units due to high demand, raising potential gross proceeds from $245,000 to $262,500 [1] Group 1: Offering Details - Each unit in the offering consists of one common share and one transferable common share purchase warrant, with each warrant allowing the holder to acquire an additional common share at an exercise price of $0.06 for three years [1] - A Finder's fee of up to 7% in Finder's Units will be payable, with each Finder's Unit consisting of one share and one non-transferable share purchase warrant [2] - The company insiders will subscribe for up to 1,750,000 units, generating gross proceeds of up to $61,250, which is considered a related party transaction [3] Group 2: Regulatory and Closing Information - The company is relying on the TSX Venture Exchange's minimum price exemption and anticipates closing the offering as soon as practicable, subject to necessary regulatory approvals [4] - The units will be issued on a private placement basis under exemptions from prospectus requirements and will be subject to a statutory hold period of four months and one day from the date of issuance [4] Group 3: Use of Proceeds - The net proceeds from the offering will be used for general corporate purposes and for the payment of cash consideration for acquiring a 2% royalty from U.S. Fluorspar LLC over certain fluorspar projects [5] - Other than the Fluorspar NSR Consideration, there are no specific uses of proceeds that will represent 10% or more of the gross proceeds of the offering [5] Group 4: Company Overview - Oracle Commodity Holding Corp. is a mining royalty company that holds royalties on several precious metal and critical mineral mining projects [6]