Osisko Gold Royalties auf dem Weg zur Spitze!

Osisko Gold Royalties ist eine Royalty-Gesellschaft, die vom ehemaligen Osisko Mining CEO Sean Roosen gegründet wurde, nachdem dieser Osisko Mining für über 3,5 Milliarden CAD an Agnico-Eagle und Yamana verkauft hatte.
Aus dieser Übernahme resultiert auch noch eine 5%ige net smelter return (NSR) Royalty an der Canadian Malartic Mine, die Osisko Gold Royalties pro Jahr etwa 29.000 Unzen Gold einbringt.
Eine weitere NSR erhält das Unternehmen von Goldcorps Eleonore Mine, die im letzten Jahr in Produktion ging. Daraus erhielt Osisko 2015 rund 3.000 Unzen Gold, was sich bis 2018 auf 13.000 erhöhen wird.
Im November 2015 konnte man sich Royalties für insgesamt 31 Projekte von Teck Resources sichern, darunter für die produzierende Island Gold Mine von Richmont Mines.
Weitere 18 Projekte, für die NSR-Vereinbarungen bestehen, befinden sich aktuell in der Entwicklungsphase, weitere 5 im Explorationsstatus.
Zudem besitzt die Gesellschaft einen 9,75%igen Anteil an Labrador Iron Ore Royalty Corporation, der bisher eine jährliche Dividende zwischen 6 und 14 Millionen CAD einbrachte.
Darüberhinaus besitzt Osisko Gold Royalties große Beteiligungen von bis zu 19,9% an mehreren aussichtsreichen Entwicklungsgesellschaften, die in Kanada operieren. Darunter an Barkerville Gold Mines, deren Cariboo Gold Project als eines der größten, nicht produzierenden Goldprojekte weltweit gilt.
Osisko Gold Royalties hat aktuell etwa 400 Millionen CAD in Cash und eine 150 Millionen CAD Kreditlinie.

Eine erste Grobübersicht liefert die aktuelle Präsentation.  

Und nochmal 173 Mio. Dollar plus weitere 50 aus einer anderen Finanzierung.

Auf gehts zur Shoppingtour!  

Gibt bald wieder Dividende!  

Das Unternehmen hat vor Kurzem gemeldet, dass man sich einen lukrativen Streaming-Deal gesichert hat.  

...gibts in Kürze wieder:

 

hier noch was  ;-))
 

Osisko Gold Royalties veröffentlicht Quartalszahlen für Q2/17:

• Highlights – Q2 2017

  
  
• On June 5, 2017, announced the acquisition of a precious metals portfolio of assets from Orion Mine Finance Group (“Orion”) consisting of 74 royalties, streams and offtakes, including a 9.6% diamond stream on the Renard diamond mine and a 4% gold and silver stream on the Brucejack gold and silver mine, all of which are new mines in Canada, in addition to a 100% silver stream on the Mantos Blancos copper mine in Chile; the acquisition was closed on July 31, 2017;
  
• Record quarterly gold equivalent ounces (“GEO”) earned of 10,863¹ (12% increase compared to Q2 2016²);
  
• Record quarterly revenues of $18.4 million (16% increase compared to Q2 2016);
  
• Net cash flows provided by operating activities of $14.1 million (compared to $15.9 million in Q2 2016);
• Net earnings attributable to Osisko’s shareholders of $11.0 million, $0.10 per basic share (compared to $15.7 million, $0.15 per basic share in Q2 2016);
  
• Adjusted earnings³ of $7.1 million, $0.07 per basic share³ (compared to $6.6 million, $0.06 per basic share in Q2 2016);
  
• Acquisition of additional common shares of Barkerville Gold Mines Ltd. (“Barkerville”), an associate of Osisko, for $38.9 million which increased Osisko’s holding to 33.4%;
  
• Acquisition of an additional 0.75% net smelter return (“NSR”) royalty on the Cariboo gold project from Barkerville for cash consideration of $12.5 million, which increased the NSR royalty held by Osisko on the Cariboo gold project to a total of 2.25% NSR; and
  
• Declaration of an eleventh quarterly dividend of $0.04 per common share paid on July 17, 2017 to shareholders of record as of the close of business on June 30, 2017.
  

Quelle: http://osiskogr.com/en/...alties-reports-second-quarter-2017-results/

 

Osisko Gold beteiligt sich mit 9,1% an Dalradian Resources:
http://osiskogr.com/en/...-placement-warrant-exercise-with-dalradian/  

Osisko Gold Royalties gibt einen 260 Mio. CAD Bought Deal bekannt

http://osiskogr.com/en/...of-convertible-senior-unsecured-debentures/

 

Osisko Gold Royalties meldet Zahlen für Q3/17 und gibt einen neuen Stream bekannt

• Highlights – Q3 2017

  
  
• Acquisition of a precious metals portfolio of assets from Orion Mine Finance Group (“Orion”) for $1.1 billion consisting of 74 royalties, streams and precious metal offtakes, including a 9.6% diamond stream on the Renard diamond mine and a 4% gold and silver stream on the Brucejack gold and silver mine, all of which are new mines in Canada, in addition to a 100% silver stream on the Mantos Blancos copper mine in Chile;
• Record quarterly gold equivalent ounces (“GEOs”) earned of 16,664¹ (65% increase compared to Q3 2016²);
• Record quarterly revenues from royalties and streams of $26.1 million ($68.2 million including offtakes) (48% increase compared to Q3 2016; 288% increase including offtakes);
• Net cash flows provided by operating activities of $1.1 million (compared to $15.0 million in Q3 2016);
• Net earnings attributable to Osisko’s shareholders of $6.7 million, $0.05 per basic share (compared to $17.7 million, $0.17 per basic share in Q3 2016);
• Adjusted earnings³ of $8.0 million, $0.06 per basic share³ (compared to $12.0 million, $0.11 per basic share in Q3 2016); and
• Declaration of a quarterly dividend of $0.05 per common share payable on October 16, 2017 to shareholders of record as of the close of business on September 30, 2017, representing a 25% increase from the previous quarter.

• Highlights – October/November 2017

• Entered into a private subscription agreement with Dalradian Resources Inc. (“Dalradian”) where Osisko will invest $28.2 million in common shares of Dalradian;
• Completed a bought deal offering of convertible senior unsecured debentures of $300 million; and
• Declared a quarterly dividend of $0.05 per common share payable on January 15, 2018 to shareholders of record as of the close of business on December 29, 2017.
  

http://osiskogr.com/en/...yalties-reports-third-quarter-2017-results/

http://osiskogr.com/en/...aquilas-back-forty-project-in-michigan-usa/

"OBL will make a staged upfront cash deposit to Aquila of up to US$55 million for the Gold Stream, and will make ongoing payments equal to 30% of the spot price of gold, to a maximum of US$600 per ounce.

Back Forty is a development-stage project located in Michigan’s Upper Peninsula. The deposit is a zinc and gold-rich volcanogenic massive sulfide (VMS) deposit located along the mineral-rich Penokean Volcanic Belt. Over the past 10 years, Aquila and various joint venture partners have invested more than $75 million exploring and advancing Back Forty. Aquila completed a preliminary economic assessment for the Project in 2014 that demonstrated positive economics, and estimated total payable gold production of 532,000 ounces, including 145,000 ounces in the first year. Aquila is currently completing a feasibility study for the Project, which is expected to be released in early 2018."

 

Ein Geschäftsmodell mit Zukunft

Der 10 Jahreschart zeigt es deutlich, die Streamer haben in diesem Zeitraum deutlich besser performed als die Majorproduzenten.

http://www.mining.com/osiskos-hybrid-model-future-gold-streaming/

 

Da werden ordentlich Aktien zurückgekauft. Da könnte man sich auch mal überlegen, ob man die Dividende nicht mal ein bisschen erhöhen will.  

Rund 59 GEO wurden 2017 an Osisko Gold Royalties geliefert

http://osiskogr.com/en/...nounces-record-2017-gold-equivalent-ounces/

 

nochmal auf deutsch:  

... die jüngsten Einnahmen aus Aktienverkäufen:  

Osisko Gold Royalties meldet wegen einer Abschreibung einen Verlust für 2017

http://osiskogr.com/en/...-fourth-quarter-and-full-year-2017-results/

 

Macquarie rechnen mit einem Kurs von 19 CA$!!!  

Video-Präsentation zu den aktuellen Zahlen:

 

Osisko Gold Royalties kauft 5% NSR von Victoria Gold für 98 Mio. C$

http://www.miningweekly.com/article/...blin-gulch-property-2018-03-09

 

Diskussion mit Osisko Gold Royalties:
 

Video-Präsentation von CEO Sean Roosen frisch von der Zuri Invest:
 

Osisko Gold Royalties schliesst Stream Vereinbarung mit Falco Resources

https://www.minenportal.de/artikel.php?sid=39387

 

Osisko Gold erhöht NSR Anteil an Barkerville´s Cariboo Mine um 1,75% für 20 Mio. C$

Damit hat Osisko Gold aktuell 4,0% NSR mit der Option auf 5% zu erhöhen für eine Zahlung von 13 Mio. C$.

http://osiskogr.com/en/...arkervilles-cariboo-gold-project-in-canada/

 

Pretium kauft Brucejack-Stream zurück

http://osiskogr.com/en/...f-brucejack-stream-repurchase-from-pretium/

 

Osisko Gold Royalties meldet Ergebnisse für Q3/18

Highlights

• Earned 20,006 gold equivalent ounces¹ (“GEOs”), for year to date total GEOs of 60,548. Total 2018 annual GEOs is forecast to be in-line with the previously announced guidance of 77,500 to 82,500 GEOs. Osisko expects its peer-leading growth profile to continue to deliver significant growth in annual GEO production over the next 5 years;
  
• Generated cash flows from operating activities of $20.6 million, which represents a 177% increase compared to the third quarter of 2017 (132% increase when the impact of the transaction costs related to the acquisition of the Orion portfolio of assets in Q3 2017 is removed);
• Recorded adjusted earnings² of $5.7 million, $0.04 per basic share², compared to $8.0 million, $0.06 per basic share in the third quarter of 2017;
  
• Recorded cash operating margins³ of 90% from royalty and stream interests, maintaining the highest margin in the metals and mining sector, generating $28.1 million in addition to a cash operating margin of $0.8 million from offtake interests;
• Acquired an additional 1.75% net smelter return (“NSR”) royalty for $20.0 million on the Cariboo property held by Barkerville Gold Mines Ltd. (“Barkerville”), increasing Osisko’s NSR royalty to a total of 4% (Barkerville has the option to sell an additional 1% NSR royalty to Osisko for $13.0 million prior to December 31, 2018);
  
• Receipt, by Osisko Bermuda Limited, a wholly owned subsidiary of Osisko, of a notice from Pretium Exploration Inc., a subsidiary of Pretium Resources Inc., in regards to its election to exercise its option to fully repurchase on December 31, 2018, the Brucejack gold and silver stream for US$118.5 million ($153.4 million). The proceeds will be used for debt repayment and for general corporate purposes;
  
• In October, entered into an amended and restated purchase and sale agreement with Stornoway Diamond Corporation (“Stornoway”) by providing an additional up-front deposit of $21.6 million to improve the terms of the agreement, including the reduction of the transfer payment to the lesser of 40% of achieved sales price and US$40 per carat with no price escalation (previously US$50 per carat escalating at 1% per annum);
  
• Held $137.2 million in cash and cash equivalents and $364.5 million in equity investments⁴ as at September 30, 2018;
• Distributed $7.8 million in dividends to shareholders, bringing the total to $78.5 million since inception in 2014;
• In October, repaid US$10.0 million ($12.9 million) on the revolving credit facility and extended the maturity date by one year to November 2022. The Company currently has up to $364 million in available credit; and
• Declared a quarterly dividend of $0.05 per common share payable on January 15, 2019 to shareholders of record as at December 31, 2018.
  

http://osiskogr.com/en/osisko-reports-third-quarter-2018-results/