Triple Flag Precious Metals - Shaun Usmar
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- เผยแพร่เมื่อ 28 ก.ค. 2024
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Thanks from the UK! Big fan of TFPM.
It's Jimmy Connor, thanks for the comment and for taking the time to view our content!
World class assets and management! I would love to see them acquire SAND on the cheap.
It's Jimmy Connor, thanks for the comment and for taking the time to view our content!
Another winner, Jimmy! Only Sandstorm and Vox rank higher in my book, in terms of growth potential & rerate.
It's Jimmy Connor, thanks for the comment Reggie and for taking the time to view our content!
THANKS FROM AUSTRALIA
It's Jimmy Connor, thanks for the comment Steven and for taking the time to view our content!
My top royalty pick is Franco (even after Cobre Panama disaster) and my next is Triple Flag.
TFPM has been run better - for the small mining investor's benefit - when compared to OR, SSL. Been a shareholder since inception.
Buying well run Maverix was a smart move - it made TFPM much stronger. Elliott's deep pockets are a great back stop with strong backing by a wealth gold bug....
The big questions revolve around Mr. Usmar : management continuity - is he staying at TFPM or heading out to run Vale Base Metals (as recently reported in a large business newspaper)??
Metals mix? Missing PGMs presently but... new projects could fill this gap.
Country Risk? Well, TFPM needs to avoid FNV's Cobre Panama debacle...that is political risk which all these capital allocators really need to manage well.
Oil in the mix? FCX got this really really wrong a few years ago. But FNV got it really really right. As a metals hedge, oil works.
Can TFPM - continue its good stewardship with strong focus?
It's Jimmy Connor, thanks for the detailed comment Alex. You raise some many interesting points and Elliott is a great partner to have.
Is this official that Shaun is leaving? He was stetting how invested he is in the company,