A 2021 McKinsey study suggests that Royalties and Streaming financing deal flow is set to grow significantly over the next decade, expanding across different commodity markets and geographies and through the end of the year we saw a great uplift in the share prices of many royalties and streaming companies. This webinar begins by looking at the recent trends in deal flow for streams and royalties and asks how the recent commodity price volatility has impacted deals, valuations, and forecasts. We also look at the impacts of cost inflation on existing royalty deals and for originating new ones.
The panel looks at commodity diversification in the royalty and streaming industries and growth strategies for companies – where they look for growth and opportunities.
The audience asks about trading valuation premiums when it comes to precious metals vs other types of royalties and the role of royalties/streaming in project finance. We look at how they do due diligence, and the ways that geopolitical risk impacts their decision-making. We also look at originating royalties in the Australian market – considerations, challenges, and more.
The audience asks focused questions on silver opportunities and the use of new technologies in aiding investment decision-making. Finally, the panel winds down by explaining their own criteria for investment.
Panellists:
Julian Andrews, Managing Director & CEO, Deterra Royalties
Kevin McElligott, Managing Director – Australia, Franco-Nevada Corp
Alex Tsukernik, President & CEO, Nova Royalty Corp