Royalty Sector Insights, Contrarian Opportunities & $12/lb Copper - Altius Minerals CEO Brian Dalton

Описание: In this episode of Mining Stock Education, host Brian Leni interviews Brian Dalton, CEO of Altius Minerals, to discuss the current state of the mining royalty sector. They delve into various topics including the competitive edge among royalty companies, contrarian opportunities in the market, and Altius's recent acquisition of Lithium Royalty Corp. Dalton shares his perspective on the importance of royalty and streaming financing, the impact of new entrants like Tether in the market, and how geopolitical factors and deglobalization are shaping the sector. He also discusses the challenges and opportunities in asset selection, the implications of market overshoots, and the future of the mining industry. Listeners will gain valuable insights on how to think like a CEO of a royalty company and make informed investment decisions.

00:00 Introduction
00:30 Current State of the Mining Royalty Sector
01:12 Consolidation and New Entrants in the Royalty Space
01:39 The Role of Royalties in Mining Financing
04:27 Tether's Entry into the Royalty Space
07:42 Investor Perspectives and Market Dynamics
22:08 Contrarian Opportunities in the Mining Sector
28:08 The Commitment of a Royalty Investor
28:53 Investor vs. Businessman: Key Differences
29:28 The Importance of Market Valuation
30:13 Navigating Emotions in Investment
30:52 Discussing the Lithium Royalty Corp Acquisition
31:46 Lithium Market Dynamics and Growth
40:16 The Role of Geopolitics in Resource Investment
44:17 Balancing Cash and Shares in Deals
46:34 Ranking Opportunities in the Metals Market
51:24 Altius's Market Presence and Future Plans

Altius Minerals: https://altiusminerals.com/

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