JRI 23: Electric Royalties - How this green energy royalty co. reduces risk while retaining upside.

Time Stamps below.

 

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Electric Royalties is a royalty company with a growing portfolio of 21 separate royalties established to take advantage of the drive toward green energy and electrification. The Company is focused predominantly on acquiring royalties on advanced stage and operating projects to build a diversified portfolio located in jurisdictions with low geopolitical risk. The royalty model is an effective and intelligent way to diversify and reduce risk while still retaining exposure to the blue-sky upside that defines the resource sector. It trades under the ticker ELEC on the venture exchange and ELECF on the otc in the states.

Time Stamps:

01:30: Elevator Pitch

07:00: Explanation of the different types of royalties there are and their benefits

10:00: Brenda’s due diligence and selection criteria

12:20: Type of project they focus on – mineral, grade, jurisdiction, management

14:30: When to invest in a pre-production company.

15:40: Sector agnostic? Fully thematic? Bull thesis on the sector.

17:00: Balancing Electric’s portfolio between minerals

18:50: Added complexities of investing in and valuating royalty companies.

21:15: Valuation metrics to judge royalty companies by

24:00: Jurisdictional preferences and why Electric ended up in Madagascar with Graphmada

27:00: Greening the supply chain

28:20: Highlighting some of his favourite projects

28:30: Authier

29:00: Seymour Lake 30:20: Rana Project

31:19: Mont Sorcier Vanadium

33:20: Global resource outlook

35:15: Middle Tennessee and Penouta – current revenue streams

39:50: Annualised Revenue Rate

41:00: How involved is Electric Royalties after the deal is done

42:10: How long till Electric Royalties hits its stride in terms of revenue

44:10: Brendan’s professional history

47:40: Ownership %s of Electric

49:00: Discussion of use of Electric Shares in deals

51:00: Share count and overhang

51:55: Cash on hand

52:20: 2023 Catalysts

54:15: Final word to Brendan

 

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