Osisko Gold Royalties Ltd.

OR-T

Analysis and Opinions about OR-T

Signal
Opinion
Expert
BUY
BUY
October 22, 2019
Don't play gold for only 1-2 quarters, but for the long term. You can buy the current pullback.
Don't play gold for only 1-2 quarters, but for the long term. You can buy the current pullback.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$0.000
Owned
Unknown
WEAK BUY
WEAK BUY
March 5, 2018

It has been hit by a few negative events. A write-down on an asset, for example. The impact to them is not that great, however. Also a mine came out with a lower grade than expected. It is okay to own but is relatively expensive. Sandstorm (SSL-T) is his preference in a royalty company.

It has been hit by a few negative events. A write-down on an asset, for example. The impact to them is not that great, however. Also a mine came out with a lower grade than expected. It is okay to own but is relatively expensive. Sandstorm (SSL-T) is his preference in a royalty company.

Jon Case
Portfolio Manager, Sentry Investments
Price
$12.920
Owned
Unknown
TOP PICK
TOP PICK
December 20, 2017

If this company can accomplish their strategy, this is what he thinks would have the lowest risk gold exposure to what is a sensible plan to double his money in gold. It's not perfect, but this is what he has at the moment. Dividend yield of 1.4%. (Analysts' price target is $19.)

If this company can accomplish their strategy, this is what he thinks would have the lowest risk gold exposure to what is a sensible plan to double his money in gold. It's not perfect, but this is what he has at the moment. Dividend yield of 1.4%. (Analysts' price target is $19.)

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$14.200
Owned
Yes
COMMENT
COMMENT
November 9, 2017

If you have a 2-year timeframe, this should treat you well. An extremely competent, but an extremely aggressive management team. There was a recent distribution of stock which he thinks was overhanging the market. Also thinks management, in terms of their financial public relations, is split among 3 or 4 issuers rather than just focusing on this company, which has hurt the stock.

If you have a 2-year timeframe, this should treat you well. An extremely competent, but an extremely aggressive management team. There was a recent distribution of stock which he thinks was overhanging the market. Also thinks management, in terms of their financial public relations, is split among 3 or 4 issuers rather than just focusing on this company, which has hurt the stock.

Rick Rule
Pres. & CEO, Sprott USA
Price
$15.430
Owned
Unknown
COMMENT
COMMENT
September 27, 2017

Osisko Gold (OSK-T) owns a fair amount of acreage in the Noranda trend with some pretty interesting early stage gold prospects. An interesting speculation, but not the sort of thing he invests in.

Osisko Gold (OSK-T) owns a fair amount of acreage in the Noranda trend with some pretty interesting early stage gold prospects. An interesting speculation, but not the sort of thing he invests in.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$16.090
Owned
No
PAST TOP PICK
PAST TOP PICK
June 14, 2017

(A Top Pick May 10/16. Up 4%.) A year ago, this company had a core value of $700-$800 million with $70 million potential cash flow. They have tons of cash.

(A Top Pick May 10/16. Up 4%.) A year ago, this company had a core value of $700-$800 million with $70 million potential cash flow. They have tons of cash.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$16.100
Owned
Yes
COMMENT
COMMENT
March 14, 2017

This is not a bad name. It is a little more concentrated on fewer assets. He prefers Franco Nevada (FNV-T) for its diversification.

This is not a bad name. It is a little more concentrated on fewer assets. He prefers Franco Nevada (FNV-T) for its diversification.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$14.440
Owned
No
COMMENT
COMMENT
January 27, 2017

As a conservative investor, smaller gold companies would tend not to make it into his portfolio. Gold and interest rates tend to have an inverse relationship. If you believe rates are going to increase, it generally puts downside pressure on gold.

As a conservative investor, smaller gold companies would tend not to make it into his portfolio. Gold and interest rates tend to have an inverse relationship. If you believe rates are going to increase, it generally puts downside pressure on gold.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$12.770
Owned
No
COMMENT
COMMENT
September 28, 2016

Has a lot of time for their people. They have royalties on the Osisko Malartic mine as well as on the Eleonor mine. The team behind this are top quality in that they can originate projects, finance projects, build and sell projects, with royalties on 2 very high-quality mines. He likes this company.

Has a lot of time for their people. They have royalties on the Osisko Malartic mine as well as on the Eleonor mine. The team behind this are top quality in that they can originate projects, finance projects, build and sell projects, with royalties on 2 very high-quality mines. He likes this company.

Rick Rule
Pres. & CEO, Sprott USA
Price
$14.600
Owned
Unknown
COMMENT
COMMENT
May 12, 2016

For the right speculator, this is a very good name. You are coming into the right environment where their merchant banking skills and exploration skills will suit them extraordinarily well. A very strong balance sheet and a great income statement, and they are people who understand Canadian capital markets as they relate to precious metals.

For the right speculator, this is a very good name. You are coming into the right environment where their merchant banking skills and exploration skills will suit them extraordinarily well. A very strong balance sheet and a great income statement, and they are people who understand Canadian capital markets as they relate to precious metals.

Rick Rule
Pres. & CEO, Sprott USA
Price
$15.920
Owned
Unknown
TOP PICK
TOP PICK
May 10, 2016

He still likes the royalty model and thinks he is getting this at half its valuation. They have money to spend and things they can do.

He still likes the royalty model and thinks he is getting this at half its valuation. They have money to spend and things they can do.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$16.080
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 30, 2016

(A Top Pick March 6/15. Down 18.53%.) He just got stopped out. Has been one of the worst performers within his sector picks. He still has warrants that will run for another 5 years, but won’t be buying this one back.

(A Top Pick March 6/15. Down 18.53%.) He just got stopped out. Has been one of the worst performers within his sector picks. He still has warrants that will run for another 5 years, but won’t be buying this one back.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$13.680
Owned
No
DON'T BUY
DON'T BUY
March 24, 2016

You have a peak and then a fat line, but you had increasing volume. Compared to XGD-T it is not as strong as the index.

You have a peak and then a fat line, but you had increasing volume. Compared to XGD-T it is not as strong as the index.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$12.900
Owned
Unknown
TOP PICK
TOP PICK
March 6, 2015

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.

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.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$17.000
Owned
Yes
TOP PICK
TOP PICK
August 5, 2014

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.

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.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$15.750
Owned
Yes
Showing 1 to 15 of 16 entries