Trident Royalties Presentation
Click here to view the latest Trident Royalties Presentation
Trident Royalties Plc is a growth-focused diversified mining royalty & streaming company listed on the AIM market of the London Stock Exchange (Ticker TRR).
Trident is managed by an experienced team of mining finance professionals providing investors with exposure to the full breadth of mining commodities (excluding thermal coal) with a bias towards production or near-production assets. This commodity diversity differentiates Trident from the majority of its peers which are exclusively, or heavily weighted, to precious metals. Trident also has an international mandate, acquiring royalties and streams in resource-friendly jurisdictions worldwide…
Click here to view the latest Trident Royalties Presentation
Adam Davidson, CEO of Trident Royalties plc, gives a presentation to the July 2022 UK Investor Magazine Investors Evening:
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.
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.
Congratulations to @EquinoxGoldCorp for their strong Q2 results, reporting significant progress at the Greenstone project and high expectations for Santa Luz and Los Filos future performance. Trident owns #offtakes over #gold produced at several of Equinox’s operations. #TRR
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.
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/
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.
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.
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
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