Elemental Altus Royalties (ELE) - Record Revenue & Strong Growth скачать в хорошем качестве

Elemental Altus Royalties (ELE) - Record Revenue & Strong Growth

Interview with Frederick Bell, CEO of Elemental Altus Royalties (TSX-V: ELE) Our previous interview:    • Elemental Royalties (ELE) - Why Takeover B...   Recording date: 31st May 2023 Elemental Altus Royalties is a royalty company operating in the sub-billion dollar space. The company differentiates itself by having 10 producing assets, record revenue, credit facilities from major banks, and a strong shareholder list. The conversation highlights the company's record first-quarter revenue, which is attributed to the merger completed the previous year and organic royalty growth from the existing portfolio. Bell discusses the benefits of the merger, including lower costs, reduced debt, and increased revenue, which allows the company to demonstrate a diversified revenue base and margin expansion. The conversation also touches on the company's strategy of acquiring high-quality producing assets, building a development pipeline, and demonstrating positive returns to attract investors and raise funds for future acquisitions. The CEO emphasizes the advantages of being a royalty company, such as inflation-proof revenues, market insensitivity, and leverage and optionality in terms of exploration, commodity prices, and technology. The interview concludes with a mention of the upcoming release of the company's Q2 financial results, expected in mid-August. 0:00 - Company overview 0:33 - Overview of the Q1 2023 Report 1:23 - Main drivers of the company’s revenue 2:08 - Taking advantage of the merger 4:07 - Derisking the balance sheet 6:04 - Optionality and conversations about raising capital 8:26 - Strategy in timing the next steps 13:20 - Royalty companies being immune to different market conditions 16:07 - Expected release of Q2 2023 Numbers 17:00 - Outro — Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today. Learn more: https://cruxinvestor.com Sign up for Crux Investor: https://cruxinvestor.com