EMX is my largest personal holding and I bought my core position in this company in 2014-2015 and the hardest thing to do for 5-6 years has been getting a timeline from them. I'm sure 5 years from now and 10 years from now this company will be worth much more than it is now, but it is difficult putting an NPV on a company when you can't get a timeline for these catalysts or royalty streams coming online. I don't want to be the guy complaining about being up 4-5x over 5-6 years, but I passed up more lucrative investments in that timeframe to hold onto EMX thinking some of these catalysts were more imminent than they turned out to be. Would love the next interview to press harder for real material timelines.
David Cole and EMX, nice work! They truly are a unique company and my largest holding. Dave Cole just oozes integrity and professionalism, love the CEO and company. Thanks so much for posting!
Another smart interview. I also like this company. Perhaps the safest way to invest in precious metals. Greetings to Isabel who does a great job to represent EMX In Europe.
Wow now that is a ceo I can trust a real shame I didn't know about this company before. A really good interview and ceo was able to articulate his strategy and how he will increase shareholder value. Really good interview!
Excellent interview. I only learned of this company about a week ago and was happy to open a small position. I’ll add much more after the major market pullback.
The interview gave some indication of huge complexity of the business, at least in my view. I don't envy David Cole's task in managing such an entity. Can outsiders get any grip of what is really involved? Not sure they can, frankly Thanks for interview
One additional comment. Golden Valley Mines is a company you should not forget. They have a slightly different business model but also did a good job the last years. Glenn Mullen is the CEO. If I have the choice and am only allowed to elect two of them EMX and Golden Valley Mines are my favorites in this space, concerning value, safety and growth. Would appreciate to get a comment on this assumption.
In the 1st few minutes David says "We convert prospective geologic ideas into Royalties ... We do that by execution of the Royalty Generation Business model." What the heck does that mean?? -- It's very complex and hard to understand terminology. And it continues to be through a whole lot of this discussion. Thank you Matthew for continuing to dig and dig in order to try to help us all understand it. David, you've been steeped in the workings of the "Royalty Generation Model" for years and years. Please, for people new to these concepts, please really really try to tone it down a bit. Please, just pretend you're speaking to a bunch of children. We all want to understand EMX. Next time let your audience get there quickly ... rather than in such an arduous manner.
Obviously this is an undervalued operation but does anyone have insight as to when it might be on the road to appropriate evaluation? And what do you think a appropriate evaluation might be? I am thinking in the current environment about $6
Did anyone catch the website David mentions (when talking about his trades/buying of EMX stock) at the end? cdi.com? seedye.com? Tried a bunch of combinations myself, but no luck.
Go to www.canadianinsider.com and type in EMX, it's so much easier. You'll see a tab that says 'insider filings' and you can choose by date or each individual insider, like David Cole. You'll see all of his stock purchases, he bought a lot of stock last year and this year. God bless!
If the inflection point is 2022 - 2023 and other "experts" are predicting about a 2 year run of the precious metal trade with a possible bubble burst, will EMX make it into a top tier royalty company?
It's my understanding that precious metals comprise less than half of the business. Moreover, the gold bull market has been going for over a hundred years. Bubbles burst, there's a retracement and then Gold goes higher.
EMX is my largest personal holding and I bought my core position in this company in 2014-2015 and the hardest thing to do for 5-6 years has been getting a timeline from them. I'm sure 5 years from now and 10 years from now this company will be worth much more than it is now, but it is difficult putting an NPV on a company when you can't get a timeline for these catalysts or royalty streams coming online. I don't want to be the guy complaining about being up 4-5x over 5-6 years, but I passed up more lucrative investments in that timeframe to hold onto EMX thinking some of these catalysts were more imminent than they turned out to be. Would love the next interview to press harder for real material timelines.
What is your rough expectation for a price target?
I feel the same way I’m looking for some timelines.
Very good interview. Thank you. David Cole.....makes me confident owning shares in this company.
Great to hear!
David Cole and EMX, nice work! They truly are a unique company and my largest holding. Dave Cole just oozes integrity and professionalism, love the CEO and company. Thanks so much for posting!
Yes they are!
Another smart interview. I also like this company. Perhaps the safest way to invest in precious metals.
Greetings to Isabel who does a great job to represent EMX In Europe.
I'm buying some when NYSE opens in the morning!
Excellent interview. Thanks.
Glad you enjoyed it! Interesting company.
Wow now that is a ceo I can trust a real shame I didn't know about this company before. A really good interview and ceo was able to articulate his strategy and how he will increase shareholder value. Really good interview!
Amazing glad you enjoyed it!
Excellent interview. I only learned of this company about a week ago and was happy to open a small position. I’ll add much more after the major market pullback.
Many Thanks, happy you enjoyed the interview!
The interview gave some indication of huge complexity of the business, at least in my view. I don't envy David Cole's task in managing such an entity. Can outsiders get any grip of what is really involved? Not sure they can, frankly
Thanks for interview
Excellent interview
One additional comment. Golden Valley Mines is a company you should not forget. They have a slightly different business model but also did a good job the last years. Glenn Mullen is the CEO. If I have the choice and am only allowed to elect two of them EMX and Golden Valley Mines are my favorites in this space, concerning value, safety and growth. Would appreciate to get a comment on this assumption.
We are reaching out to Golden Valley Mines. Thank you for the suggestion.
I watched another Royalty company and the CEO says they'll do all deals that make money. Kinda. I like EMX laser focused approach.
TOP quality company, run by some of the smartest guys in the world! Great addition to any portfolio,t
Yes they are!
In the 1st few minutes David says "We convert prospective geologic ideas into Royalties ... We do that by execution of the Royalty Generation Business model." What the heck does that mean?? -- It's very complex and hard to understand terminology. And it continues to be through a whole lot of this discussion. Thank you Matthew for continuing to dig and dig in order to try to help us all understand it. David, you've been steeped in the workings of the "Royalty Generation Model" for years and years. Please, for people new to these concepts, please really really try to tone it down a bit. Please, just pretend you're speaking to a bunch of children. We all want to understand EMX. Next time let your audience get there quickly ... rather than in such an arduous manner.
Obviously this is an undervalued operation but does anyone have insight as to when it might be on the road to appropriate evaluation? And what do you think a appropriate evaluation might be? I am thinking in the current environment about $6
Can you get someone from
Enviroleech on?
Thanks for the suggestion, we will add them to our list.
What website did he say to visit at 31:15?
Not sure. Maybe www.sedar.com/ ??
www.sedi.ca for Canadian directors filing history
Also try sedar.com for TSX and TSXv company filings in Canada
What will happen to the value of royalty streams from industrial metals when the world economy does an inevitable face-plant?
Hi. I'm a recent investor. Actually first time investor, haha. EMX made sense to me. Any thoughts or advice is welcomed. :)
Welcome aboard!
Have a look at club.cruxinvestor.com
Did anyone catch the website David mentions (when talking about his trades/buying of EMX stock) at the end? cdi.com? seedye.com? Tried a bunch of combinations myself, but no luck.
www.sedi.ca
Go to www.canadianinsider.com and type in EMX, it's so much easier. You'll see a tab that says 'insider filings' and you can choose by date or each individual insider, like David Cole. You'll see all of his stock purchases, he bought a lot of stock last year and this year. God bless!
Yay! I feel i can sleep well with money in this share. I think i bought too little.
Enjoy! Hope you and they do well.
his ties rock...the kind I like to buy for myself !!
Sartorial elegance...
If the inflection point is 2022 - 2023 and other "experts" are predicting about a 2 year run of the precious metal trade with a possible bubble burst, will EMX make it into a top tier royalty company?
It's my understanding that precious metals comprise less than half of the business. Moreover, the gold bull market has been going for over a hundred years. Bubbles burst, there's a retracement and then Gold goes higher.
You had me at battery metals
exponential growth
Boy, I'd really like to see a Dividend. What's the point of a Royalty company without one?
Larry Wilson I would much prefer the growth.
David Cole, President & CEO. Quite a bit of key man risk it appears?
Makes me wish I had a few shares
Nice...perry English !!
Thank you! 😃