Any further consideration of Osisko Royalties from recent events? Deconsolidation of ODEV (finally), CSA 100% Ag stream + potential copper stream, Casabel + Marimaca royalties, Renard back online, NCIB, etc. Thanks!
I want to like OR, Brian. I do. I like Sandeep a lot. But the long-term performance record of OR vs. the other big royalty companies speaks for itself. It's even more jarring when you compare it to the old RZZ considering they both owned a royalty on Malartic. My question to you is this: The next time Roosen gets the itch to buy/build a mine (and he will) and wants to use OR to get the deal done, what happens next? Your answer to that question should determine whether you'll buy. The assets are top notch, no doubt. But it trades at a discount for a reason.
Any further consideration of Osisko Royalties from recent events? Deconsolidation of ODEV (finally), CSA 100% Ag stream + potential copper stream, Casabel + Marimaca royalties, Renard back online, NCIB, etc. Thanks!
I want to like OR, Brian. I do. I like Sandeep a lot. But the long-term performance record of OR vs. the other big royalty companies speaks for itself. It's even more jarring when you compare it to the old RZZ considering they both owned a royalty on Malartic. My question to you is this: The next time Roosen gets the itch to buy/build a mine (and he will) and wants to use OR to get the deal done, what happens next? Your answer to that question should determine whether you'll buy. The assets are top notch, no doubt. But it trades at a discount for a reason.