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Podcast: Company Interviews
Episode: Mining Royalty Companies Trading with 150% Upside to M&A Valuations Signal Major Opportunities
Description: Recording date: 8th July 2025Olive Resource Capital's impressive 33% first-half return demonstrates the potential for focused mining investment strategies. The fund's success with three key holdings—Omai Gold Mines, Troilus Gold, and Sailfish Royalties—each delivering over 100% returns, validates the selective positioning approach within the mining sector. Troilus Gold's appreciation from the $30-39 range to $60-70 exemplifies the re-rating potential when mining companies execute development plans or benefit from improved market conditions.Recent transactions, particularly Royal Gold's acquisition of Sandstorm Gold and Horizon Copper, provide concrete valuation frameworks that reveal substantial upside in undervalued royalty companies. The...