The US has launched a $675m programme to expand its domestic critical #materials supply chain, potentially benefitting Trident’s existing portfolio while also bringing significant development opportunities across the US.
Article on @MiningOnline: https://www.mining-journal.com/base-metals/news/1437527/us-in-usd675-million-critical-materials-supply-chain-move #TRR

Albemarle predicts that car-makers will face stiff competition for #lithium for at least 7 years. In addition to our royalty in Thacker Pass, the second largest resource globally, we constantly monitor for value accretive #battery materials opportunities.
https://www.ft.com/content/7ca99f9f-3b67-489a-a83c-477b6b12764e

With inflation rising, @GOLDCOUNCIL recently found the average all in sustaining cost for #gold miners rose 5% in Q1 2022, the highest since 2013, perfectly exemplifying the benefits of our model of providing topline exposure to #commodity prices.

https://www.gold.org/goldhub/gold-focus/2021/06/gold-mining-costs-continue-rising-q1-21

Ramelius Resources has increased the Rebecca Gold resource by 9% to 31Mt at 1.2 grams per tonne for 1.2 million ounces. The indicated resource has increased by 22%, raising our revenue potential from the project where we hold a 1.5% royalty.

Announcement: https://www.londonstockexchange.com/news-article/TRR/portfolio-update-rebecca-gold-project/15564086

Royalties provide investors with broader commodity and geographical diversification relative to a traditional mining equities, and are able to capitalise on current and future market expectations more readily. Find out more at: https://tridentroyalties.com/royalties-and-streams/about #TRR #RoyaltiesExplained

The US has passed a $840bn Act covering its access to and stockpiles of critical #materials, creating significant opportunities across the US where #royalty companies are perfectly placed to provide essential funding.
Article available on @MiningOnline: https://www.mining-journal.com/energy-minerals-news/news/1436077/us-house-lays-out-critical-minerals-directives-in-defense-act

Trident announced an update on the Thacker Pass #lithium project, with Lithium Americas announcing construction and the feasibility study are on track to commence this year with a final appeal decision expected after briefings in August.
Full announcement: https://www.londonstockexchange.com/news-article/TRR/portfolio-update-thacker-pass-lithium-project/15551735

North American #PreciousMetals miners forecast to report an average 8% fall in quarterly earnings due to cost inflation and labour shortages. Trident offers investors #commodities exposure without risk from rising opex and capex.

Read on @MiningOnline: https://www.mining-journal.com/gold-and-silver-news/news/1435602/namerica-precious-miners-to-report-8-fall-in-q2-earnings

Tomorrow, Trident’s CEO Adam Davidson will present at @UKInvestorMAG’s Virtual Investor Evening, discussing Trident’s role in helping to bring assets to production and the attraction of royalty companies for investors.

For more information visit: https://ukinvestormagazine.lpages.co/uk-investor-magazine-virtual-investor-evening-july-2022/ #TRR

Investing in a diversified #royalty company provides exposure to commodities. Such company is also able to selectively invest in commodities whilst considering market conditions, potentially increasing shareholder returns. More: https://tridentroyalties.com/royalties-and-streams/about #TRR #RoyaltiesExplained

Excited to announce that on Tuesday 19 July Trident Royalties will be participating in @UKInvestorMAG’s Virtual Investor Evening. For more information and to register visit: https://ukinvestormagazine.lpages.co/uk-investor-magazine-virtual-investor-evening-july-2022/

#TRR #VirtualInvestorEvening

Congratulations to @i80GoldCorp who last week announced the first shipment of ore to Twin Creeks for processing from the Granite Creek Mine over which Trident owns a gold offtake.

Full release on i-80’s website: https://www.i80gold.com/i-80-gold-begins-shipping-of-granite-creek-ore-to-nevada-gold-mines/

#TRR #GraniteCreek #PortfolioUpdate

The Blyvoor Gold Mine, located in Cartletonville, South Africa, is ramping up towards full production. Trident owns a 100% #offtake for #gold produced at Blyvoor up to 2.7m ounces. More available on our website: https://link.edgepilot.com/s/2e61fa00/mtP20cCwcEm5bAC-k0dx_w?u=https://tridentroyalties.com/projects/blyvoor-offtake #TRR

Commodities commentator @peter_krauth told @Kitco_Metals that #gold will reach $5,000 by 2030 due to inflation and monetary supply. Trident directly benefits from rising commodity prices without exposure to opex.

Full interview: https://www.kitco.com/news/2022-06-26/-300-Silver-5K-gold-is-possible-Peter-Krauth-predicts-these-prices-in-5-10-years.html #TRR

Interesting to read in @MiningOnline that miners face c.40% operational cost inflation, according to @cibc. Trident represents an attractive proposition to investors, providing #commodities exposure but not being affected by rising costs.

Full article: https://www.mining-journal.com/gold-and-silver-news/news/1435086/mine-builders-caught-in-inflation-crosshairs-says-cibc

Trident is pleased to announce the appointment of David Reading as a Non-Executive Director. David’s extensive technical and geological experience will help Trident continue to create significant shareholder value. Full announcement: https://www.londonstockexchange.com/news-article/TRR/directorate-change/15516345 #TRR

Royalties provide investors with direct exposure to commodity prices as they are only exposed to an asset’s revenue. This means a royalty is subject to fewer macroeconomic factors such as inflation. To read more, visit: https://tridentroyalties.com/royalties-and-streams/about #TRR #RoyaltiesExplained

According to @IChronicle, #BatteryMetals shortages are nearing ‘destruction’ due to systemic underinvestment in #nickel and #lithium. Trident is perfectly positioned capitalise on this, providing investments through #royalty and #stream agreements.

https://www.investorschronicle.co.uk/news/2022/06/08/battery-metals-shortages-getting-to-demand-destruction-levels/

At today’s AGM, Trident’s Non-Exec Chair Paul Smith summarised this ‘transformational year’, now holding 22 assets. Trident is ‘well suited’ to the current economic environment, with #royalties an increasingly popular form of funding.
Full release: https://www.londonstockexchange.com/news-article/TRR/agm-statement/15505822 #TRR

Trident was delighted to see Liberum publish its initiation note on the Company this morning, with analyst Ben Davis issuing a BUY rating at a target price of 65p. The full note is available on Research Tree through this link: https://www.research-tree.com/research/liberum/liberum-uk-small-mid-cap-dispatches/1_c811b06f-0187-4cd1-a1a5-2825b254709f

#mining #royalties #research

Last month, our Vice President for Investments, Julien Bosché, visited the Blyvoor Gold mine in Cartletonville, South Africa. Trident owns a 100% #offtake for gold produced at Blyvoor, which is expected to be up to 2,700,000 ounces.

#TRR #Gold

In its initiation note published last week, @Stifel issued Trident shares with a Buy rating at a 100p target price.
The full note is available to Stifel clients or subscribers on @research_tree at this link: https://www.research-tree.com/companies/uk/financial-services/trident-royalties-plc/TRR/LON
#TRR

This week, Trident is attending @the_PDAC conference in Toronto. This represents a great opportunity for industry engagement, and meeting prospective portfolio assets and companies.

More information available at: https://www.pdac.ca/convention

#PDAC2022 #TRR