Trident Royalties Share Discussion Threads

[the deacon] 16/9/2021 14:01

New interview with Adam and the CEO of Sedulihttps://youtu.be/jFEWZWG6iZo

[the deacon] 10/9/2021 17:05

Shares Magazine presentation https://youtu.be/4B6ThyfoI2U

[robertstronghand] 08/9/2021 09:28

I assume the plan is to repay the $10m loan with the Thacker partial repurchase of $13.2m, should be in a position to get a lower rate by then.

[the deacon] 05/9/2021 13:16

Yeah looks very promising re Thacker Pass. https://www.keepandshare.com/doc18/24788/judge-du-pi-denial-2-9-3-21-pdf-616k?da=ySuch a key asset to have a royalty over, and the closer TP gets to production the more valuable it'll become. Undeniably a tier 1 asset that any big royalty player would be delighted to have the royalty over.

[the deacon] 03/9/2021 12:43

Yup, as with all mining operations coming onstream - whether for the first time or a restart, it all depends on execution. Ultimately Trident have picked up a decent royalty at a good price.

[kaos3] 03/9/2021 12:24

last deal I understood and was great imho

[the deacon] 03/9/2021 12:10

Telegram group linkhttps://t.me/joinchat/b_1HMC_UHylkZTU0

[the deacon] 03/9/2021 11:59

This article references the recent history of the Lincoln mine. Looks like it was shut through a combination of price or gold and also some poor equipment choices. Hopefully the new owners will have better luck getting it producing economically. The proof will of course be in the pudding come year end when they expect to get things back up and running. I assume the vast majority of the TRT funds have gone to the replacement of equipment - this time hopefully the right kit. It's not a particularly big ticket size for TRR to pay, with potentially near term cashflow the prize. https://www.mining-technology.com/projects/lincoln-gold-amador-california-us/

[tomps2] 03/9/2021 11:26

Richard Greenfield talks about Trident Royal (TRR) in the latest PIWORLD interview Watch the video here: Https://www.piworld.co.uk/education-videos/piworld-interview-with-richard-greenfield-a-beginners-guide-to-mining-stocks/ Or listen to the podcast here: Https://piworld.podbean.com/e/piworld-interview-with-richard-greenfield-a-beginner-s-guide-to-mining-stocks/

[cocopah] 01/9/2021 21:18

#Deacon Hi, I keep looking at Trident, mindful of their 2024 objective of paying divis and when/if to invest. Not sure what to think of this deal, given it was a previous mothballed mine, the future POG is to say the least up-in-the-air and the deal is very much a thin amount of jam in the near-mid term future. Thoughts?

[the deacon] 31/8/2021 11:25

Interview https://youtu.be/h3bxH7qOMBw

[bo doodak] 31/8/2021 11:02

presenting on 7/10/21 hTTps://www.proactiveinvestors.co.uk/register/event_details/360

[the deacon] 31/8/2021 08:33

I'm not aware of one Cocopah

[cocopah] 25/8/2021 16:10

Is there a Telegram app account for Trident Royalties? If so, has anyone got the link? Thanks

[the deacon] 18/8/2021 09:10

Posted on LSE by Cacher. Correspondence from Adam Davidson re Claw deposit:"By way of a very high-level example in order to put it in perspective, if the entire Indicated Resource at Claw is mined and sold at $120/t, it would equate to approximately US$6.3m in royalty payments on a royalty that we purchased for less than US$4m and which has already paid back +US$1.3m. And this is of course separate from any royalty payments associated with our portion of the Deception Pit (which we've publicly estimated is 70% covered by our royalty). So while the royalty may be hit-or-miss on a quarterly basis, I'm confident that it'll prove to be a very good acquisition. In addition, the volatility will be less pronounced as we continue to add more paying royalties."

[the deacon] 17/8/2021 08:28

Yup. Very comforting to see directors showing confidence

[1ultimate] 17/8/2021 08:11

Huge Director buys here 😮

[r2oo] 01/7/2021 08:32

That's what I thought. Repayable within 12 months too so the must be confident in some significant cash flow returns from the day they draw it down.

[the deacon] 01/7/2021 08:01

Looks expensive to me, but if they put it to good use and pick up some cashflowing assets then it'll be for good use.

[r2oo] 18/6/2021 08:41

New Chairman going to buy £1m of shares any day now, then another £1m in the next 12 months.No matter how rich you are a £1m investment is a huge show of confidence in a company.

[r2oo] 11/6/2021 08:45

I do like that they have regular positive RNS. Just what you need from a royalty company with many different investments.The good news pipeline will certainly expand the exposure of TRR to the wider market.

[kaos3] 08/6/2021 14:30

todays webinar was short??? I came 30 min late - ended

[oshy92] 08/6/2021 09:50

Morning. Please find below a link to the recording from last week's Mining Royalties @ Streaming event. Trident is second up starting around 21:20 www.vimeo.com/559875909