$4.3B Stream Signals New Royalty Supercycle | Brett Heath скачать в хорошем качестве

$4.3B Stream Signals New Royalty Supercycle | Brett Heath

Metalla Royalty & Streaming (NYSE American: MTA; TSXV: MTA) CEO Brett Heath joins Kitco Mining’s Investment Trends at the 35th BMO Metals & Mining Conference as the royalty sector sees a surge in billion-dollar deals. Following a $4.3 billion copper stream and other large transactions, Heath says the activity reflects structural change tied to higher metal prices and looming supply needs. “We’re entering a period of time right now where there’s going to be a new copper build cycle,” he said, arguing royalties and streams will play a growing role in financing multi-billion-dollar projects. Heath also discusses Tether’s expanding ownership in the sector, gold-token dividends, and increasing generalist investor interest. After reporting record 2025 revenue of just under $12 million, which he called “a step change,” Metalla is targeting roughly 35% compound annual growth toward 2030 while trading near 0.6x NAV at spot prices. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:27 – Surge in Billion-Dollar Royalty & Streaming Deals 02:01 – Copper Build Cycle and Mega Project Financing 04:41 – Tether’s Entry into the Royalty Sector 07:57 – Gold-Backed Token Dividends Explained 09:09 – Metalla’s Record 2025 Revenue and Step Change 10:17 – 35% CAGR Growth Drivers Toward 2030 12:31 – Higher Gold Prices Expand Royalties and Mine Life 16:14 – Deal Flow Dynamics in a High-Liquidity Market 18:29 – Mid-Tier Valuation Gap and NAV Discount __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram -   / kitcomining   LinkedIn -   / kitco-mining   Facebook -   / kitcomining   Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.