Gold Royalty(GROY)
icon
搜索文档
Gold Royalty(GROY) - 2023 Q2 - Earnings Call Transcript
2023-08-12 10:30
财务数据和关键指标变化 - 公司在Q2维持了2023年全年5.5-6.5百万美元的收入和土地协议收益指引 [7] - Q2现金运营成本同比下降30%,体现了公司持续的成本管控 [7] - 公司预计2023年经常性现金运营成本将在7-8百万美元之间 [7] 各条业务线数据和关键指标变化 - 公司的主要生产资产如Odyssey、Borden和新收购的Cozamin矿山未来几年产量预计将持续增加 [9][10] - Cote Gold项目预计将于2024年初投产,届时将为公司带来大部分2024年的现金流 [9] 各个市场数据和关键指标变化 - 公司的资产主要集中在加拿大、美国和墨西哥等矿业友好司法管辖区 [10] - 公司最近在墨西哥新增了Cozamin矿的1%净熔炼权收益 [8] 公司战略和发展方向及行业竞争 - 公司采取多元化的收购策略,包括收购第三方royalty、项目融资以及自主生成royalty [24][25] - 公司未来将继续关注高质量、长生命周期的资产,以及能够在短期内带来现金流的收购 [24] - 公司未来将考虑通过股票回购或股息等方式回报股东 [26][27] 管理层对经营环境和未来前景的评论 - 管理层认为当前市场环境下,投资者更看重自由现金流而非增长,这导致公司股价表现不佳 [23][24] - 但管理层相信随着公司未来几年的强劲增长,市场将重新认可公司的价值 [4][5] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 为什么公司暂时不恢复派息? [23] **Jiazhen Zhao 回答** 公司暂时将资本用于收购高质量的Cozamin矿资产,待明年实现自由现金流后将考虑恢复派息 [23] 问题2 **Yang Bai 提问** 公司未来是否考虑股票回购计划? [26] **Jiazhen Zhao 回答** 公司未来将在实现自由现金流后,考虑通过股票回购或派息等方式回报股东 [26] 问题3 **Joyce Ju 提问** 公司是否还有被收购的风险? [25] **Lei Chen 回答** 公司目前的股价表现不佳,但公司将继续专注于通过内生增长和收购优质资产来增加股东价值,这是最好的防御收购的方式 [25]
Gold Royalty(GROY) - 2023 Q2 - Earnings Call Presentation
2023-08-12 02:24
Operating and Financial Results Investor Webcast August 11, 2023 goldroyalty.com / NYSE: GROY 1 Disclaimer Forward-Looking Information The information contained herein includes "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian and U.S. securities laws (collectively, "forward-looking statements"). Forward-looking statements include, but are not limited to, statements with respect to the activities, events or developments that Gold Royalty Corp. ("GRC" or ...
Gold Royalty(GROY) - 2022 Q4 - Earnings Call Transcript
2023-03-29 04:56
Gold Royalty Corp (NYSE:GROY) Q4 2022 Earnings Call Transcript March 28, 2023 11:00 AM ET Company Participants Joanne Jobin - IR.INC, Investor Relations David Garofalo - Chief Executive Officer, President, Chairman and Director Andrew Gubbels - Chief Financial Officer John Griffith - Chief Development Officer Conference Call Participants Joanne Jobin Good morning. I'm your host, Joanne Jobin. And welcome to another Gold Royalty Town Hall Forum hosted by VID Media. Before we start, I'd like to introduce CEO ...
Gold Royalty(GROY) - 2023 Q1 - Quarterly Report
2023-03-28 05:23
Exhibit 99.1 GOLD ROYALTY CORP. ANNOUNCES QUARTERLY RESULTS AND FORECASTS CONTINUED GROWTH IN 2023 Vancouver, British Columbia – March 27, 2023 – Gold Royalty Corp. (“Gold Royalty” or the “Company”) (NYSE American: GROY) is pleased to announce the filing of its operating and financial results for the three-month transition period ended December 31, 2022. As previously announced, the Company has changed its fiscal year end to December 31 to better align with the reporting cycle of its peers. All amounts expr ...
Gold Royalty(GROY) - 2022 Q4 - Annual Report
2023-03-28 04:31
• UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended _________________ OR ☒ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...