BLOOR STREET X NOMAD – FEBRUARY 2021
BLOOR STREET X NOMAD – FEB 2021
February 24, 2021
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?