Jon Vialoux Metalla Royalty & Streaming Ltd. MTA-X BUY Jul 31, 2019

He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early Silver Wheaton and they have been adding projects. The cash flow is already kicking in because three projects are already kicking in. Expect that flow to accelerate, plus capital appreciation.

A new, up and coming royalty. His replacement for Silver Wheaton. Have financed quite a lot of projects. Should get good, solid dividend growth. As well as capital gains, as the prices of gold and silver move. Yield is 1.1%.

(A Top Pick Jan 16/19, Up 72%) These companies are just getting started as their mining projects kick in. Expect dividend increases. Even more money will flow into this company and sector, and this will result in a massive move. Let it grow.

It's a work in progress royalty company in gold and precious metals. Only three years old, it's very active by deploying $70 million of capital. Only two of their 45 assets are actually producing with two more coming on this year. So, there'll be a rapid advance in cash flow. The dividend is small but sage. The company has had a great run, but it's still early innings. Wait and see. He wants to see how the mines are operating.

To manage risk, he sets up his portfolios starting with the biggest, which is FNV. More diversified than OR. He also owns OSK proper.