
TSE:OR
This summary was created by AI, based on 1 opinions in the last 12 months.
Osisko Gold Royalties Ltd. (OR-T) has garnered significant attention and positive reviews from experts, particularly as gold prices are gaining traction in the market. With a current trading ratio of just 1.1x NAV, it stands out as a more attractively valued option compared to other players like Agnico Eagle Mines (AEM). The potential revival of one of its previously inactive mines is seen as a positive catalyst that could further enhance its valuation and growth prospects. Overall, analysts remain bullish on Osisko, highlighting its established position in the gold sector and the strategic importance of maintaining an allocation to gold in investors' portfolios. Given these points, the outlook for Osisko Gold Royalties appears promising, making it a preferred choice among gold investments.
Management has a big ownership in the company. This is the newest royalty company on the block. They have the Canadiann Malartic, sort of 5% NSR, which will give them $35 million a year. 2% royalty on a number of Cdn assets including Kirkland Lake Camp Have a huge tract of land in Mexico, which he expects they will hive off and keep a royalty on.
He likes the streamers (royalty companies) because he thinks they are going to be a much safer play than the actual producers. A good way to diversify within the sector.