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Please find below a
special message from our advertising sponsor, Electric Royalties.
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The All-In-One Play On Critical
Metals
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The electrification trend that
was putting pressure on critical metals like copper, zinc, lithium, graphite,
manganese, tin and vanadium was already one of the top investing themes in today???s
world.
Now the tariff war has
turbocharged the entire sector, sending investors scrambling for the best
plays.
They???ll find one perfectly
positioned, all-in-one, critical metals bet — Electric Royalties (ELEC.V;
ELECF.OTC) — a company that also happens to be severely undervalued in light
of its upcoming cash flow.
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Dear Fellow Investor,
The energy revolution is a long-term
trend that will drive demand for critical metals for decades to come.
From copper to zinc, to graphite to
vanadium, critical metals face either looming or ongoing supply deficits.
The price pressure that these deficits
will put on these metals creates opportunity for investors.
As luck would have it, there???s a
unique and undervalued way to play the trend.
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It???s called Electric
Royalties (ELEC.V; ELECF), the under-the-radar company that has quietly built
its royalty portfolio in energy metals from 11 royalties to 43 royalties over the
past five years.
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If you want critical metals exposure
and diversification, it???s hard to imagine anything better:
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Electric Royalties???
portfolio is spread across no less than nine critical metals and five continents.
It also includes another 17 optioned properties that could be converted into
royalties.
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And then there???s this: Despite the
rapid-fire growth of this portfolio...and despite significant cash flow on the
way... Electric Royalties is currently trading below its IPO levels five years
ago.
As you???re about to see, that???s a
valuation mismatch that could soon resolve in a lucrative re-rating for nimble
investors.
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Significant Cash Flow On The
Way
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How undervalued is Electric Royalties
and how much money could this royalty company produce?
Consider that just a fraction of
the company???s projects could generate about as much annual cash flow as the
company???s current market cap.
They include (1):
- Punitaqui (0.75% Gross
Revenue Royalty): A copper-gold project that could produce between 19 million
and 23 million pounds of copper a year. Electric is entitled to 0.75% of the
annual revenues from the mine.
- Bisset Creek (1.5%
GRR): This graphite project is projected to generate 33,183 tonnes of graphite
annually. Once the project is in production, Electric is entitled to 1.5% of
annual revenues.
- Battery Hill (2% Gross
Metal Royalty): Battery Hills is a manganese project that could produce 68,000
tonnes of the metal a year. Once the project is in production, Electric is
entitled to 2% of annual revenues.
- Kenbridge (0.5% GRR and 1%
GRR on Kenbridge North): With projected annual production of 7.3 million
pounds of nickel equivalent, Electric???s Kenbridge royalty entitles it to 0.5% of
annual revenues from the project.
- Mont Sorcier (1% GMR on
vanadium): This project could produce five million tonnes per year of
vanadium. Once Mont Sorcier is in production, Electric is entitled to 1% of the
annual revenues from the project???s vanadium sales.
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Click image to enlarge.
Electric Royalties has several
royalties in its portfolio that could soon generate cash flow for the company.
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These projects are in advanced stages
of development and could come online anytime from this year to just a few years
down the road.
In addition to Punitaqui, Electric
Royalties has another four royalty projects (the Middle Tennessee Zinc mine, the
Gramphada Graphite mine, the Penouta tin mine and the Authier Lithium Project)
that could either recommence production or enter production for the first time
this year.
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The Big Advantage Of Royalty
Companies
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In providing one-stop exposure to nine
critical metals, Electric Royalties offers investors all the advantages that come
with being a royalty company.
Royalty companies do not
operate mines or need large and highly specialized teams to operate.
Royalty companies offer
turnkey diversification.
They offer lower risk than
mining companies, as royalties are typically based on revenues and paid
irrespective of profitability. Once the company buys the royalty, no further
capital outlay is required.
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And, most importantly for investors,
the royalty/streaming business model has been proven to outperform mining
companies during metals bull markets.
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Management With Skin In The
Game
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If you want proof that the company???s
management truly believes Electric Royalties is undervalued, consider that it and
high-net-worth investors have a ton of skin in the game.
The company???s Founder and CEO, Brendan
Yurik, and his extended family own 18% of Electric???s outstanding stock.
Noteworthy investor Stefan Gleason
owns 28% of the company, and Globex Mining owns approximately 11%.
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Just between Yurik and his
family, Mr. Gleason and Globex Mining, these players account for roughly 57% of
stock outstanding.
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When you invest in a company in the
junior mining sector, you want to do so with an investment group that???s on your
side. That???s very much the case with Electric Royalties.
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Getting In Cheap Increases Profit
Potential
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Once again, despite the value Electric
Royalties has added to its portfolio in the past five years, the company???s shares
have never been so heavily discounted.
This is true even though the company
has a wealth of catalysts that could soon move its share price higher.
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Click image to enlarge.
Electric Royalties has numerous
upcoming catalysts that could drive its share price considerably higher over the
next 12-15 months.
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Those include immediate cash flow from
Punitaqui, options payments from Electric???s lithium portfolio and advanced royalty
payments from Bissett Creek.
They also include the near-term
catalysts of the aforementioned mines that could come online this year, and the
potential longer-term cash flow of a series of projects well along the development
curve.
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Bottom line: One of the
hottest sectors in the market just got hotter...yet one of the single best and
most leveraged plays is temporarily mired in near all-time lows.
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Opportunities like this come rarely.
If you want to make a diversified wager on the growing global demand for critical
metals, you???ll want to start doing your homework on Electric Royalties now, before
the upcoming catalysts can spark a rerating.
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CLICK
HERE
To Learn More about Electric
Royalties and the Projects Referenced
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1. Projected annual production from
sources below:
- Punitaqui: full annual copper
production rate projected at 19 million to 23 million pounds of copper in
concentrate (Battery Mineral Resources Corp. news release dated May 13, 2024;
Battery Mineral Resources Corp. website
https://bmrcorp.com/projects/projects-map/)
- Bissett Creek: Northern
Graphite Corporation Bissett Creek Project PEA; Leduc, M; Effective Date December
6, 2013; Further information and technical reports can be obtained through the
Northern Graphite profile at sedarplus.ca or northerngraphite.com.
- Battery Hill: Technical report
titled "NI 43-101 Technical Report on the Preliminary Economic Assessment of the
Battery Hill Manganese Project, Woodstock, New Brunswick, Canada" with an
effective date of May 12, 2022, available under Manganese X Energy Corp.'s profile
on sedarplus.ca
- Kenbridge: Technical report
titled ???Preliminary Economic Assessment of the Kenbridge Nickel Project, Kenora,
Ontario??? with an effective date of July 6, 2022, available under Tartisan Nickel
Corp.???s profile on sedarplus.ca
- Mont Sorcier: Technical report
titled ???Preliminary Economic Assessment (PEA) for the Mont Sorcier Project –
Quebec, Canada,??? effective date September 8, 2022 available under Voyager Metals???
profile on sedarplus.ca
PEAs are preliminary in nature and
include Inferred Mineral Resources that are considered too speculative
geologically to have the economic considerations applied to them that would enable
them to be categorized as Mineral Reserves as defined under NI 43-101 regulations
for Canadian Public Companies. There is no certainty that the PEA will be
realized. Mineral Resources that are not Mineral Reserves do not have demonstrated
economic viability.
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Warnings and Disclaimers: As you
know, every investment entails risk. Money Metals Exchange hasn???t researched and
cannot assess the suitability of any investments mentioned or advertised by our
advertisers. We recommend you conduct your own due diligence and consult with your
financial adviser before entering into any type of financial investment. This
profile should be viewed as a paid advertisement. The publisher and staff of this
publication may hold positions in the securities of companies discussed. The
information contained herein has been received from sources which the publisher
deems reliable. However, the publisher cannot guarantee that such information is
complete and true in all respects. The advertiser provided a review of the content
of this advertisement at the time of publication. The publisher is not a
registered investment adviser and does not purport to offer personalized
investment related advice. Each person must separately determine whether such
advice and recommendations are suitable and whether they fit within such person???s
goals and portfolio. The advertiser featured in this edition of Money Metals
Exchange has paid the publisher for the costs and compensation related to the
authorship, overhead, design, and/or distributing this email, in the amount of
$300. This email includes certain statements that may be deemed "forward-looking
statements." All statements in this email, other than statements of historical
facts, that address anticipated future events are forward-looking statements.
Although the expectations expressed in such forward-looking statements are based
on reasonable assumptions, such statements are not guarantees of future
performance and actual results or developments may differ materially from those in
the forward-looking statements.
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