BLOOR STREET X NOMAD – FEB 2021

February 24, 2021

00:00 Intro

05:06 Research Coverage & Cap Structure

08:06 Why did you do a raise in December?

09:40 Can Yamana & Orion sell at any time?

11:47 How you would fund a new deal?

14:11 Do you have a NCIB in place?

15:34 What lessons did you learn at Osisko?

19:50 How is Nomad different from its peers?

22:04 Map of portfolio.

23:24 What is the reserve life of producing assets?

27:09 Do you want to grow the silver component?

32:42 Overview of Blyvoor and Robertson.

35:04 What is Nomad’s production guidance?

36:20 What are the reserves at Blyvoor?

37:06 Is Blyvoor progressing on time?

37:58 Three new royalties added in 2020.

39:51 Do you prefer buying existing or creating new royalties?

41:40 Valuation of Nomad and peers.

43:29 What are your thoughts on consolidation?

45:40 What are the upcoming catalysts?

47:27 Conclusion