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LunR Royalties (LUNR) investor relations material
LunR Royalties Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved first quarterly revenue and positive cash flow following the commencement of silver deliveries under the Fruta del Norte (FDN) Stream, less than a year after inception.
Completed the acquisition of the FDN Stream, marking a transformational milestone and strengthening the financial position.
Appointed Scott Langley to the Board of Directors, bringing significant capital markets and mining sector experience.
Financial highlights
Recorded inaugural revenue of $4.6 million from the sale of 69,959 ounces of silver in Q2 2026.
Generated $2.9 million in cash flow from operating activities during the quarter.
Reported a net loss of $0.1 million, a significant improvement from previous quarters due to new revenue streams.
Total assets stood at $673.4 million as of June 30, 2026.
Outlook and guidance
Stream deliveries are expected to be fully ramped up by Q4 2026, with further strengthening of the financial position anticipated.
Payable silver deliveries under the FDN Stream projected at 225,000 to 275,000 ounces for the second half of 2026; Q4 production to be delivered in Q1 2027.
- Transformational silver stream acquisition and top-tier assets drive rapid growth ambitions.LUNR
Investor presentation - Acquisition of a Fruta del Norte silver stream positions LunR for rapid growth and sector leadership.LUNR
Investor presentation - Acquiring a life-of-mine silver stream on FDN, expanding Tier 1 asset exposure and cash flow.LUNR
Investor presentation - Focused on high-value royalties in the Vicuña District, aiming for rapid growth and sector leadership.LUNR
Investor Presentation
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