Altius Minerals: Investor Update
Автор: valpal
Загружено: 2024-10-07
Просмотров: 3691
Описание:
0:00 - Intro
0:26 - Rationale of Altius Renewables (ARR) take private from Altius Minerals standpoint
4:11 - Who is your new partner (Northampton) in ARR?
6:05 - Further Discussion on ARR cost of capital
10:09 - Does the Capital Allocation Strategy toward Renewables Change?
12:37 - Return rates on the latest Investments in Renewables
14:55 - Silicon & investment in Orogen
16:25 - Altius Minerals' Strategy for Silicon
20:04 - Inferred Valuation of the Silicon Royalty
21:33 - Further Discussion on Silicon Strategy
24:28 - Curipamba - the next cashflowing Royalty
31:42 - Kami FS - where is Champion at with the project?
38:39 - Voisey's Bay - UG Rampup
41:44 - Potash Segment - Status & Outlook
49:10 - Chapada - how is Sauva (expansion) developing as a narrative?
51:30 - Further discussion on the Renewables Segment
57:12 - Silicon Royalty - Lagging recognition of value for Altius Minerals
59:07 - Current Market Opportunity & Capital Allocation
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