David Cole of EMX Royalty Corp. presents at Metals Investor Forum in Toronto | March 2024

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David Cole, President, CEO and Director of EMX Royalty Corp. (NYSE American: EMX | TSX-V: EMX | Frankfurt: 6E9) presents at Metals Investor Forum in Toronto on March 1-2, 2024.
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The companies presenting at the Metals Investor Forum are as vetted as it gets - they have already cleared the high hurdle of earning the coverage from the newsletter writers’ as companies with excellent management teams, great financials and promising properties.
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Опубликовано:

6 мар 2024

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Комментарии : 7

@Law-of-love 2 месяца назад

Looks like great company with good growth potential - I’m definitely buying 👍

@rainerkromarek5246 2 месяца назад

Hi Dave, happy to hear you again. Greetings from Frankfurt / Germany, Rainer

@GlidarMats 2 месяца назад

Great presentation, fantastic company, just plain WEIRD market valuation (but that only means I get to accumulate more shares and thus future cash flow at a steep discount). I would be quite surprised if EMX in 5 years time (assuming 2x metal prices vs. today) has a lower annual royalty revenue rate than 200m USD, i.e. the entire current market cap.

@michaele.strasser9641 2 месяца назад

Since 2007 the company made a whopping 2 times a new ATH. Take a look at the long term chart and tell me how long you want wait. I am living with the assumption that creating shareholder value means at least in the long run higher highs.

@VangelVe 2 месяца назад

All management can do is make the best decisions possible. If the market undervalues your shares, there is no problem because you can add at a good price. Buying back 5% is a great decision, and the Board should try to do it repeatedly as long as the valuation is as low as it is. When the price is high enough, a 1% dividend can be announced to attract some funds that only invest in dividend-paying companies. I see no problem with the assets and certainly none with the management.

@michaele.strasser9641 2 месяца назад

@@VangelVe Since 2007 the stock went nowhere and you're really telling me that's because everybody else was too busy to figure out how undervalued the company is? For 17 years? Okay. For me 17 years waiting for nothing is a waste of time and money and not a sign for a good business strategy or management. And the problem is pretty easy: this investment made no returns for shareholders.

@VangelVe 2 месяца назад

@@michaele.strasser9641 The company has been building up a portfolio of royalty properties for 17 years without ever issuing shares at a lower price. It is now sitting on 4.5 million acres of properties and has excellent assets that will pay more than $1 billion into the EMX treasury over the decades that the mines will operate. Most people don't do their homework, so they need to know more about what is there. None of what I said is new, and we just saw the Board choosing to buy back 5% of the shares because that is the cheapest way to get exposure to gold, copper and other metals. Both the Timok project and Caserones are company-making assets. But EMX has much more than that in the pipeline, and one would suspect some great finds from projects that most management groups know little about. That is how the business works and we have an opportunity to get in at a very low level. If you are looking for the next Franco-Nevada, here it is.