TSE:ALS

AltiusMinerals Corp (ALS.TO)

64.62
+0.41 (0.64%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
56 watching
0
Investor Insights
star iconJul 4, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

AltiusMinerals Corp (ALS-T) has garnered attention from experts who view it as a strong investment opportunity amid a landscape marked by volatility in resource prices. Reviewers emphasize the company's impressive diversification efforts and the positive impact of higher commodity prices on its royalty revenue. While there’s a general agreement that the stock has shown substantial growth, with ranges from 46% to 112%, experts note that the potential upside from current levels could be limited, hovering around 3-5%. The recent lithium acquisition has also been highlighted as a significant booster for the company’s long-term growth profile. Overall, analysts recommend maintaining a cautious stance, suggesting a hold position rather than pursuing aggressive buying at present market levels.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Franco-Nevada, FNV
TOP PICK

The market is a little ahead of itself and this one has been ignored. They are high quality allocators of capital. It is a very high quality name. Management is seasoned. FFH-T is making a large investment in them. (Analysts’ target: $15.00).

PAST TOP PICK

(A Top Pick Nov12/15. Up 1.3%.) Very diversified. They bought the old CPR mineral royalty estate, so are active across Canada. Management is an extremely good allocator of cash, and technically very astute.

TOP PICK

Very high quality people. Brian Dalton is one of the best young allocators of capital in Canada. Has built very large money from turning mineral properties to account. He has a very large royalty portfolio in the company. Lots of free cash flow and lots of working capital. Dividend yield of 1.16%.

TOP PICK

(A Top Pick Aug 7/14. Down 18.48%.) This has been a tremendous Canadian success story. Has a big royalty package in the US including the Voisey Bay Royalty. The type of stock that people who can afford the risk of being in the junior market have to own. Wonderful balance sheet, and wonderful free cash flow, and a manager who has spent his whole career in one company, this one that he founded. He is a fantastic steward of capital. Good price. Dividend yield of 1.04%.

PAST TOP PICK

(Top Pick Aug. 7/14, Down 3.37%) Extremely well run company. He supports the balance sheet. They have coal, potash and more in terms of a royalty inventory in Canada.

WATCH

They have the nickel royalty for Voisey Bay. The nickel market is so messed up with Indonesia banning exports. You might be able to get the stock relatively inexpensively soon.

TOP PICK

This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

PAST TOP PICK

(A Top Pick March 6/12. Down 4.52%.) A fantastic company. Management has done a spectacular job. About $180 million in the kitty. Extremely conservative financially.

TOP PICK
Is about as safe as it gets in the mineral business. $200 Million in cash. $96 million in shares in a company. They have multiple revenue streams.
TOP PICK
Very astute management and have literally made hundreds of millions of dollars for the shareholders.
TOP PICK
Have been able to generate a compound annual return over 10 years better than 30%. Have done this using a joint venture model. NAV of about $9. There is hurry in buying. Take your time.
TOP PICK
(A Top Pick March 3/09. Up 37%.) Have about $200 million in cash and securities. Extraordinarily well run. Have a small piece of the Voisey Bay royalty and merchant banking operations that have given them spectacular gains.
PAST TOP PICK
(A Top Pick March 3/09. Down 7.66%.) $185 million in cash. Still a Buy.
PAST TOP PICK
(A Top Pick Apr 2/08. Down 53.4%.) Said to start selling at $13 and completely get out at $12. He got out below $12. Now has good consolidation and is forming a “cup and handle” base. If it breaks above $6.80 it could go to $9-$10. If it goes below $5.50, Exit.
TOP PICK
(Not allowed to have Top Picks so these are his “Top Canadian Holdings ” and he is disclosing conflicts of interest.) Good management. Have $185 million in cash, which came from income, not the financial market.
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