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Unlocking Value: The Power of Royalties in the Mining Sector

Unlocking Value: The Power of Royalties in the Mining Sector

FromDig Deep – The Mining Podcast Podcast


Unlocking Value: The Power of Royalties in the Mining Sector

FromDig Deep – The Mining Podcast Podcast

ratings:
Length:
26 minutes
Released:
Sep 13, 2023
Format:
Podcast episode

Description


In this episode we have a returning guest who appeared by in May 2020 (Episode 79). Adam Davidson is the CEO Trident Resources is a diversified mining royalty and streaming company, providing investors with exposure to a mix of base and precious metals, bulk materials (excluding thermal coal) and battery metals.
Adam came through the US Marine Corps into the financial sector and worked for a few equity funds and a mine services company before joining Trident back in 2019 as their CEO and been there since. He discusses how the company grew from having 1 royalty when we last spoke in 2020 to over 20 royalties now and what they are looking to achieve in the future.
KEY TAKEAWAYS

Trident Resources has experienced significant growth since their last podcast episode, going from having one royalty to now having over 20 royalties in their portfolio.
The company focuses on a diversified approach, with exposure to base metals, precious metals, bulk materials, and battery metals royalty streams.
Their objective is to provide investors with a means to gain exposure to the mining sector through a single share, offering inbuilt diversification and potential for steady dividends.
The company is actively working on new transactions and aims to continue expanding their portfolio while also lowering their cost of capital through leveraging their asset base. They are active on social media platforms such as Twitter and LinkedIn for updates and encourage interested individuals to sign up for their newsletter on their website.

BEST MOMENTS
"We want to get to the point where a generalist investor… could buy a share in Trident and through that single share have got exposure to the depth and breadth of the mining sector."
"The royalty in its most basic form entitles the royalty holder to a percentage of revenue from the underlying operations."
"We see opportunities in gold royalties that maybe fly below the radar of some of our peers."
"Lowering our cost of capital is a key to this business… Ultimately, where we'd like to get to is a revolver, whereby you can draw down the facility to make an acquisition, pay it back from cash flow and repeat that process."
VALUABLE RESOURCES
X:@TridentPlc
https://twitter.com/TridentPlc
LinkedIn:Trident Royalties plc
https://www.linkedin.com/company/tridentroyalties/
Web: https://tridentroyalties.com/
mailto:rob@mining-international.org
https://www.linkedin.com/in/rob-tyson-3a26a68/
http://www.mining-international.org
https://twitter.com/MiningConsult
https://www.facebook.com/MiningInternational.org
https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJgQ?guidedhelp_flow=3
rob@mining-international.org
https://www.linkedin.com/in/rob-tyson-3a26a68/
Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.This show was brought to you by Progressive Media
Released:
Sep 13, 2023
Format:
Podcast episode

Titles in the series (100)

In this podcast, we discuss, educate and talk about industry news and hot topics, company reviews and live interviews with mining professionals and leading figures in the mining industry. Introducing your host Rob Tyson, Founder and Director of Mining International, a leading recruitment and headhunting agency based in the UK specialising in mining across the globe. We source and discover new talent to fill those difficult or challenging vacancies our clients have.