It was a close run thing, as there were 5 contenders from all of the royalties companies we interviewed, but we look at this from the point of view of someone new royalty investing, AND we've plumped for Vox Royalty. The management team showed control and understanding of their numbers and a focus on cash on cash returns. Direct answers to simple questions which some struggled with genuine alignment with shareholders. VOX Royalty, on a fundamentals basis, came out on top. There may be promotional and marketing lead companies that work for a while but at some point market fundamentals will create a dramatic reset moment for them. So be clear about how you play those types of investments.
And an honourable mention must go to Maverix Metals and EMX Royalty. Both solid teams and strategies.
The key phrase above is 'as a new comer to royalties'. We all have our own strategy for investing, and our will be different from yours. We're looking for torque and leverage from today. Some of you will have place bets months or years ago with other royalty companies and done well in the last 12 months. Your starting point is different and you will have seen meaningful gains when PM prices were high last year. We wanted something that has the ability from now to give us good returns. ie: measured against peers setting today pricing at zero, who do we think will do best.
Our opinion and investing strategy does not affect yours, and yours does not affect ours, so no need go on the attack. It's ok to disagree and still be friends. That said we'd love to hear who you think is the best royalty company /s and why.
Company page: https://www.voxroyalty.com/
Explore More Here: https://cruxinvestor.com
Join our Club's waitlist: https://cruxinvestor.com/club
For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:
https://twitter.com/cruxinvestor
https://www.linkedin.com/company/crux-investor/
https://www.facebook.com/cruxinvestor
If you got value from this interview, please subscribe.