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Altius Minerals (ALS) investor relations material
Altius Minerals John Tumazos Very Independent Research Virtual Metals Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business model and project generation
Maintains a diversified royalty portfolio across base metals, potash, steelmaking materials, and renewables, emphasizing project generation for high-return, early-stage royalties.
Project generation is core, with a focus on acquiring royalties at low cost and retaining upside from greenfield discoveries, as seen in the Silicon and Kami projects.
The company’s origins trace to a group of geologists in Newfoundland, with a culture of trust and long-term partnerships in project generation.
Holds a significant equities portfolio in juniors, especially in Newfoundland gold, and is known for fair dealings with partners.
Maintains a balance between technical and financial expertise, with a long-tenured team and strong industry relationships.
Portfolio highlights and recent transactions
Holds 10 producing non-renewable royalties and 13 renewable energy royalties, with several projects in construction or advanced study.
Recent sale of a 1% royalty on Silicon for CAD 560 million, retaining a 0.5% NSR, exemplifies the value of early-stage project generation.
Arbitration confirmed expanded royalty coverage on Silicon and Merlin, increasing the area of interest sixfold.
Potash royalties have nearly doubled in entitlement since 2004, benefiting from steady volume growth and favorable tariff exemptions under USMCA.
Major copper assets include Chapada (with a 3.7% stream) and Curipamba, expected to start production by end of 2026.
Market and industry outlook
Potash demand remains robust, with Saskatchewan mines cementing their global prominence; BHP’s Jansen project delays reinforce the need for high incentive prices.
Copper is a key focus for future treasury deployment, given its deep, underinvested market and long-term resilience.
Lithium exposure is growing through a cornerstone investment in Lithium Royalty Corporation, with piggyback rights on new royalties.
High-purity iron ore royalties, especially at Kami, are positioned to benefit from the global shift to EAF steelmaking.
Newfoundland’s mining sector is experiencing a wave of investment and employment, with local workforce returning from oil sands to participate in new projects.
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