Strategy
Trident is a fast-growing diversified mining royalty company, delivering significant shareholder value through value accretive transactions across precious, base, battery and bulk materials.
- Constructing a royalty portfolio to mirror exposure of the global mining sector with a bias towards production assets
- Active deal-sourcing focusing on royalties held by natural sellers such as: closed-end funds, prospect generators, junior and mid-tier miners
- Acquiring royalties in resources-friendly jurisdictions worldwide
- Leveraging the experience of management, Board and advisers, all of whom have deep industry connections and strong transactional experience
- Targeting attractive small-to-mid size transactions which are often ignored in a royalty space dominated by large players
- Maintaining a low-overhead model which is capable of supporting a larger scale business without a commensurate increase in operating costs
Trident believes that the acquisition and aggregation of individual royalties and streams has the potential to deliver strong returns for shareholders as assets are acquired on terms reflective of single asset risk compared with the lower risk profile of a diversified, larger scale portfolio, including diversity as to geography (lowering geopolitical risks) and commodity exposure.
Once scale has been achieved, the Company expects strong cash generation to support an attractive dividend policy, providing investors with a desirable mix of inflation protection (through exposure to commodities), capital growth and income, with returns enhanced through conservative levels of leverage.
- Inflation Protection
- Dividend Income
- Capital Growth
Create value through the aggregation of assets
Boost returns by introducing conservative leverage
Add scale through accretive scrip transactions
Attractive dividend policy once scale achieved