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INVESTOR RELATIONS

Electric Royalties is Creating Significant Shareholder Value through Long-Term Sustainable Royalty Investments

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UPCOMING EVENTS

METALS INVESTOR FORUM

May 10-11, 2024

Rosewood Hotel Georgia, Vancouver

Corporate Presentation & Brochure
Events
Stock Info & Reports

STOCK INFORMATION

FINANCIAL REPORTS

2023 YEAR-END MANAGEMENT'S DISCUSSION AND ANALYSIS

Apr 26, 2024

2023 YEAR-END FINANCIAL STATEMENTS

Apr 26, 2024

Q3 2023 MANAGEMENT'S DISCUSSION AND ANALYSIS

Nov 28, 2023

Q3 2023 INTERIM FINANCIAL STATEMENTS

Nov 28, 2023

Q2 2023 INTERIM FINANCIAL STATEMENTS

Aug 28, 2023

Q2 2023 MANAGEMENT'S DISCUSSION AND ANALYSIS

Aug 28, 2023

Q1 2023 INTERIM FINANCIAL STATEMENTS

May 29, 2023

Q1 2023 MANAGEMENT'S DISCUSSION AND ANALYSIS

May 29, 2023

2022 AUDITED FINANCIAL STATEMENTS

Apr 27, 2023

2022 MANAGEMENT'S DISCUSSION AND ANALYSIS

Apr 27, 2023

Q3 2022 INTERIM FINANCIAL STATEMENTS

Nov 28, 2022

Q3 2022 MANAGEMENT'S DISCUSSION AND ANALYSIS

Nov 28, 2022

For a full list of Electric Royalties regulatory filings, please visit SEDAR or EDGAR.

Analyst

ANALYST COVERAGE

Electric Royalties is followed by the research analysts listed. Please note that any opinions, estimates, or forecasts regarding Electric Royalties’ performance made by these analysts are theirs alone and do not represent opinions, forecasts, or predictions of Electric Royalties or its management. Electric Royalties does not, by its reference above or distribution, imply its endorsement of, or concurrence with, such information, conclusions, or recommendations. Electric Royalties does not provide analyst reports.

Please contact the research analyst directly to obtain a report.

Firm: Fundamental Research Corp.
Analyst: Siddharth Rajeev

Contactsidr@researchfrc.com 

Media
The Smarter Way to Invest in Green Energy Critical Minerals: $ELEC CEO on Mining Royalties
11:31
Stocks To Watch

The Smarter Way to Invest in Green Energy Critical Minerals: $ELEC CEO on Mining Royalties

In the relentless pursuit of minerals to meet the growing demands of technology and electrification, a wide range of minerals such as lithium, cobalt, nickel, zinc, and copper have taken center stage. While there are numerous opportunities to invest in these critical minerals, one approach stands out: mining royalties. This allows companies to invest in a mining project in exchange for a portion of the mine's income throughout its life cycle. This model enables investors to benefit from commodity booms without worrying about operating costs. We are joined here today by Brendan Yurik, CEO of Electric Royalties (TSXV: ELEC l OTCQB: ELECF), as he introduces the company's one-of-a-kind strategy that focuses on green energy-related critical minerals. He shares insights on the merits of this alternative investment approach for investors to watch out for. Yurik also gives a survey of the company's royalties investing portfolio, with a focus on its lithium investments across North America. Learn more: https://www.electricroyalties.com/ #CriticalMinerals #Electrification #CommodityInvesting #stockstowatch #stockstotrade #stockstobuy #EnergyTransition #NetZero 00:00 Intro 01:02 Motivation and Vision for the Company 02:08 Maximising Portfolio Level and Individual Asset Level 04:37 Recent New Royalties Agreement 07:14 Breakdown of Royalties and Assets 08:51 Strategy and Expansion Plans 09:50 Factors for Company's Success This Year and Beyond FOLLOW US ON: TikTok: https://www.tiktok.com/@globalonemedia Spotify: https://open.spotify.com/show/6VzOJFG6lv85shwRyVEhf7?si=c08f874d7c98444f ________________ Disclaimer: The information and content mentioned in this video is not intended to be and do not constitute financial advice, investment advice, trading advice or any other advice or recommendation of any sort. The content found in this video is for general information only and was created for exclusive distribution on Global One Media’s channels and network. Global One Media and the interviewees presented information that was available to them at the time of the recording, for informational purposes only, and is not intended as investment advice. Global One Media has no investment relationship at all with any entities displayed in the video. Investors should seek financial advice before making any investment decisions. Global One Media is an investor-focused digital marketing agency solving the needs of publicly traded companies. We deliver creative and effective solutions for digital market awareness and brand positioning across all industries, specializing in content creation and investor engagement for listed and pre-IPO companies. Leveraging our global network, we help public companies dominate their sector amid the digital and social media landscape, tell their story in an engaging manner, and reach millions of investors around the world. https://globalonemedia.com
Investing Opportunities in Battery Metals
38:28
Crux Investor

Investing Opportunities in Battery Metals

Interview with Eric Zaunscherb, Chairman of Critical Elements Lithium (TSX-V:CRE), Terry Lynch, CEO of Power Nickel (TSX-V:PNPN) and Brendan Yurik, CEO of Electric Royalties (TSX-V:ELEC) Recording date: 16th April 2024 The battery metals sector is at a critical juncture, with recovering demand and constrained supply fundamentals diverging from depressed equity valuations. This was the key takeaway from a recent roundtable discussion featuring the CEOs of Critical Elements Lithium (CRE.V), Power Nickel (PNPN.V), and Electric Royalties (ELEC.V). Lithium prices have pulled back significantly from their 2022 highs, but Eric Zaunscherb, CEO of Critical Elements, believes the market is bottoming. "We're already seeing a bottoming of the market in terms of the spot [prices] that everyone follows," he noted, pointing to the wide differential between reported spot prices and recent auction results. He sees structurally higher prices as necessary to incentivize new supply to meet growing EV and energy storage market demand. Critical Elements is advancing the Rose Lithium-Tantalum Project in Quebec, one of the most advanced large hard rock lithium projects globally. With a 17-year mine life and high-purity spodumene concentrate that could command a premium price, Rose is well-positioned to help fill the lithium supply gap. The company is finalizing project financing and aims to start construction this year. In the nickel market, Power Nickel CEO Terry Lynch sees a tale of two markets. The high-purity Class 1 nickel used in batteries trades at a premium in Europe and North America compared to the lower-grade material prevalent in the seaborne market. He believes nickel miners in Canada are insulated from price volatility, especially given the strict sourcing requirements for EV tax credits under the US Inflation Reduction Act. Power Nickel recently announced a potentially game-changing discovery at its NISK nickel-copper-PGM-gold project in Quebec. The Copernick Zone returned high grades over wide widths in initial drilling, and a feasibility study for a stand-alone refinery is also underway. Power Nickel could accelerate development by producing finished nickel and cobalt products. Electric Royalties offers a compelling option for investors seeking diversified exposure to the battery metals theme. The company has quickly assembled a portfolio of 71 royalties across 9 clean energy metals, with several expected to start generating cash flow in 2024. CEO Brandon Munro believes the company is significantly undervalued, with a market cap of less than C$30 million compared to expected annual royalty payments of C$7 million from just one asset. While risks remain, including a potential recession or renewed COVID lockdowns, the fundamentals for battery metals are clearly improving. Investors should focus on quality projects in stable jurisdictions with experienced management teams and look for opportunities to gain exposure at attractive valuations. Critical Elements and Power Nickel stand out for their high-grade, scalable projects in Quebec, while Electric Royalties offers diversification across a broad portfolio of advanced-stage royalties. With the electrification trend accelerating and supply struggling to keep pace, the disconnect between battery metal fundamentals and equity valuations appears unsustainable. As the market rerates, investors positioned in quality names could be rewarded with significant upside. The CEOs at the roundtable were unanimous in their bullish outlook - the question is not if, but when the market will reflect the underlying reality. — Learn more: https://cruxinvestor.com/companies/critical-elements-lithium https://cruxinvestor.com/companies/power-nickel https://cruxinvestor.com/companies/electric-royalties Sign up for Crux Investor: https://cruxinvestor.com
Electric Royalties (TSXV:ELEC) - Charges Up Portfolio with Clean Energy Metals
16:24
Crux Investor

Electric Royalties (TSXV:ELEC) - Charges Up Portfolio with Clean Energy Metals

Interview with Brendan Yurik, CEO of Electric Royalties Ltd. Our previous interview: https://www.cruxinvestor.com/posts/electric-royalties-tsxvelec-acquisition-of-1-million-acre-lithium-portfolio-4446 Recording date: 5th March 2024 Electric Royalties is a unique royalty company offering investors a diversified way to gain exposure to the clean energy transition. With a focus on metals critical to the electrification megatrend like lithium, manganese, tin, zinc, and graphite, Electric Royalties aims to build a portfolio of royalties on high-quality deposits in top-tier mining jurisdictions. The company already holds 22 royalties and is in the process of acquiring 22 more, which would double its portfolio to 44 royalties. The additional royalties are part of a broader package of hardrock lithium properties in Ontario that Electric Royalties is restructuring to reduce near-term cash outlay while preserving long-term optionality. CEO Brendan Yurik believes this region has significant potential. "We love hard rock lithium in eastern Canada and it was a great way to increase exposure." In the near term, several of Electric Royalties' assets are close to reaching production and could begin generating cash flow. The Penouta Tin-Tantalum Mine in Spain and the Middle Tennessee Mine Zinc property in the US, which both temporarily suspended operations, are expected to resume production once permitting and pricing issues are resolved. The Authier Lithium project in Quebec is in the final permitting stage, while the Seymour Lake lithium project in Ontario is undergoing a definitive feasibility study. Longer-term, Electric Royalties holds royalties on large, scalable assets like the Bissett Creek graphite project in Ontario, which has a mine life of over 70 years and could generate $5 million per year in royalties once production starts in 2025. The company also has royalties on the Battery Hill manganese project and Mont Sorcier vanadium project, both of which have the potential for decades of production. To fund further growth, Electric Royalties has a $10 million convertible debt facility from its largest shareholder, of which only $4.5 million has been drawn so far. This gives the company ample dry powder to continue acquiring royalties opportunistically. Management is taking a disciplined approach, targeting assets at an inflection point in their development where a capital injection can help bring them into production and generate near-term cash flow for Electric Royalties. The investment case for Electric Royalties is compelling. Demand for clean energy metals is projected to soar in the coming decades as the world electrifies and decarbonizes. However, supply is constrained and new projects face challenges ranging from funding to permitting to geopolitical risks. Electric Royalties offers a way to sidestep these challenges and gain exposure to a diversified basket of metals critical to the energy transition. If management can deliver on its growth objectives, the stock could have significant royalty potential. View Electric Royalties' company profile: https://www.cruxinvestor.com/companies/electric-royalties Sign up for Crux Investor: https://cruxinvestor.com
Electric Royalties increases portfolio with acquisition of 126 lithium properties in Eastern Canada
03:31
Proactive Investors

Electric Royalties increases portfolio with acquisition of 126 lithium properties in Eastern Canada

Electric Royalties CEO Brendan Yurik joined Steve Darling from Proactive to share details regarding the company's Letter of Intent to acquire a portfolio of 126 lithium properties in Eastern Canada. The portfolio comprises 126 lithium properties covering over 1,000,000 acres of highly prospective lithium prospects in Eastern Canada. This region is strategically located in close proximity to the U.S. battery belt, making it a key area for clean energy metals production. Yurik explained that 101 of the 126 properties have been optioned to various companies under a royalty prospect-generation model. Under this model, exploration companies make cash payments to the royalty prospector, generating near-term cash flow while retaining long-term upside through royalties on those assets. Electric Royalties expects the portfolio of properties to yield option payments of approximately $1.4 million in 2024, $2 million in 2025, and $2.7 million in 2026, totaling approximately C$6 million over the next three years, subject to the optioned properties remaining optioned. This strategic move positions Electric Royalties to benefit from the growing demand for lithium in the clean energy sector, particularly in the eastern region of Canada, which is poised to become a center for clean energy metals production in the coming decades. In summary, Electric Royalties' acquisition of this extensive lithium property portfolio sets the stage for substantial potential income through option payments while maintaining long-term exposure to royalties in the growing lithium sector. #proactiveinvestors #electricroyaltiesltd #neo #snta #otcqb #sntaf #mining #tin #royalty #tantalum #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #LithiumAcquisition #CleanEnergy #RenewableResources #SustainableInvesting #CEOInterview #GreenTech #ResourceRoyalties #MiningIndustry #FutureEnergy #LithiumProjects #EnergyTransition #ClimateChange #EcoInvestments #SustainableDevelopment #CleanTech #GreenEconomy #EnvironmentalImpact #EnergyRevolution #MiningNews #LithiumDemand #EconomicProspects #InvestmentOpportunity #BrendanYurik #YouTubeInterview
9 Metals, 22 Royalties, $1M Revenue | Electric Royalties CEO BBQ
57:14
ceo bbq

9 Metals, 22 Royalties, $1M Revenue | Electric Royalties CEO BBQ

This is an interview with Electric Royalties' CEO, Brendan Yurik. Electric Royalties (TSX-V: ELEC) is a royalty company with 22 assets, spread across 9 metals, and focused in North America, Australia, and Europe. The company has royalties on 2 producing assets; 1 zinc mine in Tennessee, USA, and 1 tin mine in Spain. Other than those two, there are three graphite royalties, seven lithium royalties, two copper royalties, a nickel-copper royalty, a nickel stand-alone royalty, two manganese royalties, a vanadium royalty, two cobalt royalties, and a tin-silver royalty. About sixty percent of these royalties are on projects that are in the exploration stage, 5 in total are at the PEA stage, 2 are at the engineering studies stage, and 2 are producing. About 70% of all the royalties are in the US and Canada (a total of 15), about 20% (or 4 royalties) are in Australia, 2 are in Europe (Spain & Norway), and one is in Madagascar. Electric Royalties expects to generate about $1M in revenue this year, and they expect to be cash-flow positive within 12 months, Brendan told me. In this conversation, we talked about anything and everything ranging from the strategy behind the company, Brendan's background, the plans for financing, the day-to-day operations of the company, their strategic partners, and much more. Timestamps 00:00 important warning 01:25 company overview 08:15 the good, the bad, and the ugly 14:15 what is the main strategy here? 19:30 what do day-to-day operations look like? 21:40 how does the royalty on Penouta work? 23:50 how much does Penouta pay? 26:40 what's happening at Penouta right now? 28:12 what's happening at Middle Tennessee? 31:20 how much does Middle Tennessee pay? 34:10 how much will revenue be this year? 35:30 when will they be cash flow positive? 38:05 how much will Graphmada & Authier pay? 40:45 are the project operators proceeding as they should? 43:00 what's the long-term goal for this company? 44:15 are they looking for an exit? 45:40 will they have to pay back the debt in cash? 48:00 is Gleason the most important link here? 49:45 when will the market care about this company? 52:15 will they venture outside of US & Australia? 54:25 what's the CEO's background? 56:30 contact information
Electric Royalties (ELEC) - Diversified Royalties in Clean Energy Metals for a Sustainable Future
24:59
Crux Investor

Electric Royalties (ELEC) - Diversified Royalties in Clean Energy Metals for a Sustainable Future

Interview with Brendan Yurik, CEO of Electric Royalties Ltd. (TSX-V:ELEC) Our previous interview: https://youtu.be/Rg25hBKISk8 Recording date: 31st May 2023 Electric Royalties (ELEC) is a royalty company that focuses exclusively on clean energy metals required for a sustainable future. The company has a portfolio of 22 royalties, two of which are currently in production. They primarily target deposits in North America, Europe, and Australia that have the potential to become domestic sources of clean energy metals. Over $400 million has been raised for the company's assets, which are being developed at no cost to Electric Royalties. The company focuses on de-risking its investments by targeting best-in-class assets, assessing projects based on various factors such as jurisdiction, capital expenditure, and development timeline. Electric Royalties aims to diversify its revenue streams by acquiring cash-flowing assets. Their goal is to achieve cash flow positivity and unlock the value of their portfolio, while also evaluating potential strategic partnerships or private equity investments that would provide a higher valuation for the company. 0:00 - Company overview 1:00 - Strategy as a royalty company in the current market environment 2:33 - Addressing the delays encountered by the company 6:16 - Reassessing the risk and near-term revenue component as a royalty company 9:58 - Confidence in their vetting capabilities as a royalty company 14:14 - Perspective on the rising CapEx and availability of capital 17:06 - Strategy for keeping ownership of the company 20:05 - Purpose of the company’s credit facility 22:16 - Possibility of putting out guidance for the market 24:03 - What to watch out for the rest of 2023 24:51 - Outro — Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today. Learn more: https://cruxinvestor.com Sign up for Crux Investor: https://cruxinvestor.com

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