Trident Royalties Share Discussion Threads

[wassapper] 10/9/2020 19:11

TRR presentation from 34 mins

hxxps://youtu.be/0u5jmAmcq_s

[wassapper] 10/9/2020 19:11

.A good presentation on Proactive tonight. Very positive approach and they don't have all the coal baggage of Anglo Pacific. Looks like a good long termer for income and growth.

[pob69] 10/9/2020 09:30

Trident presenting at proactive this evening. Interesting to see Paul Cronin from ADT1 Adriatic Metals presenting as well - well worth looking at

[glimmergold] 28/8/2020 17:36

... when management seem this competent at deal execution ... just hold, hold and hold.

[fillipe] 28/8/2020 08:16

Has a mention in today's Inv Chronicle.

f

[the deacon] 28/8/2020 08:02

Nice deal on the package of gold properties this morning. Novo and Calidus have had some great results thus far. Great to see an extensive pipeline in the process of being built

[the deacon] 25/8/2020 17:04

Was only a matter of time. Lots to like, and lots of news forthcoming

[fillipe] 25/8/2020 16:01

Interest today in TRR.

f

[the deacon] 21/8/2020 18:00

https://www.sharesmagazine.co.uk/video/trident-royalties-trr-adam-davidson-ceoNew video presentation

[glimmergold] 22/7/2020 23:30

Great value here - looks like $4-$5m / annum. With $20m in 12 month rolling cash flow and debt of maybe $10-20m more ... lots of firepower still to come ...

[the deacon] 20/7/2020 07:47

Yeah that was a good update. Good to see 15 other potential deals under NDA. The iron ore deal clearly proving to be a great backbone to the portfolio thus far

[wapper] 20/7/2020 07:26

Should get the share price moving upwards.

[the deacon] 16/7/2020 13:29

Updated header to reflect the copper and gold royalties recently acquired

[the deacon] 09/7/2020 09:24

Research report on TRRhttps://www.caesarsreport.com/reports/report-trident-royalties-a-new-royalty-company-with-a-different-approach/

[the deacon] 29/6/2020 18:52

Mimbula isn't part of the dispute. The license was issued in 2017 and TRR have had this legally reviewed. Drop the company a line, I'm sure they'll confirm

[the deacon] 29/6/2020 08:44

Interview following the copper royalty acquisition:https://youtu.be/sa1AH2CzG_Y

[the deacon] 17/6/2020 16:30

Webinar on newly listed royalty companies. Trident presentation from 43 minshttps://youtu.be/VasYeLB7dM0

[the deacon] 15/6/2020 21:54

Another good interview from Adam, explaining the value proposition toward the end. https://youtu.be/JVdTZSB_4bA

[the deacon] 07/6/2020 08:32

TRR video outlining the plans for the company going forwardhttps://youtu.be/zN3CASI7Jzs

[the deacon] 05/6/2020 13:29

Iron ore price is really motoring, so should be good for royalty payments going forward

[the deacon] 04/6/2020 16:54

Like the look of this one.
Listed at circa £20m mcap, with an iron ore royalty paying around $2m per year at present. £15m cash to pick up further paying royalties, along with a potential $10m revolving credit facility. Intention to cover a broad spectrum of assets and jurisdictions.
US/Canadian royalty companies operate with 70%+ margins, and command some significant premiums due to the derisked exposure the model offers.

[the deacon] 04/6/2020 16:48

Trident Royalties - AIM's newly listed mining royalty and streaming company.

hxxps://www.tridentresources.co.uk/

Assets:

1.
Project: Koolyanobbing Iron ore
Location Western Australia
Operator Mineral Resources (ASX;MIN)
Commodity Iron ore
Mine Type Open Pit, Direct Ship Ore
Stage Production
Production rate (all pits) 11Mtpa (expansion underway)

Trident owns a 1.5% free on board (“FOB”) revenue royalty covering part of the producing Koolyanobbing Iron Ore Operation in Western Australia. The royalty is over tenement ML77/1259 which covers part of the Deception Pit at Koolyanobbing; containing a JORC compliant Reserve of 9.3Mt @ 59.9% Fe and Resource of 19.5Mt @ 59.9% Fe. Trident estimates up to 75% of the Deception Pit may contain mineralisation over which payment would be made under the Koolyanobbing royalty.

2.
Project: Mimbula
Location Zambia
Operator Moxico Resources Plc (private)
Commodity Copper
Mine Type Open pit
Stage Production

Trident owns a 1.25% Gross Revenue Royalty (“GRR”) over all copper produced from the Mimbula Mine in Zambia, which is operated by Moxico Resources Plc. The GRR will decrease to 0.3% upon US$5.0 million being paid on the royalty, with a subsequent decrease to 0.2% once the royalty has been paid on 575,000 tonnes of copper. In addition, the GRR is subject to a Minimum Payment Schedule in which the higher of the minimum amount, or the Gross Revenue Royalty amount, are due; specifically:


No required minimum payments on production in 2020 (GRR rate still applies);
Minimum payments of US$375,000 per quarter in 2021;
Minimum payments of US$500,000 per quarter in 2022; and
Minimum payments of US$750,000 in each of the first two quarters of 2023.


3.
Project: Spring Hill
Location Australia
Operator PC Gold Pty Ltd
Commodity Gold
Mine Type Open pit
Stage Development

Trident entered into an agreement to acquire a variable gold price royalty (“Royalty̶1;) over the production of the Spring Hill Gold Project located in Australia’s Northern Territory and operated by private group PC Gold Pty.

The Royalty rate applicable is:

A$13.30 per ounce of gold sold from the project where AUD gold price is >$1,500/ounce
A$5.70 per ounce of gold sold from the project where AUD gold price is <$1,500/ounce