Fresh from a transformative merger that’s catapulted its market cap to nearly $1 billion, Elemental Royalty (TSX-V: ELE, NASDAQ:ELE) CEO, David Cole, highlights importance of royalties as a business model and the fundamentals of long-term discovery optionality, where a single $200,000 royalty deal can turn into a multi-decade cash flow engine. Backed by Tether and supported by a global portfolio already generating meaningful revenues, Elemental is scaling a proven a track record of smart capital allocation, quietly compounding value to create a mid-tier, gold-focused royalty company delivering immediate cash flow, diversified growth, and long-term discovery upside.
Upcoming catalysts include graduation to the TSX and subsequent index inclusion, in addition to the long-term upside of the portfolio as royalty assets expand in production and advance along the development pipeline.
Key Moments
- 00:16 – Intro to merger: EMX + Elemental Altus = Elemental Royalty
- 01:05 – Value of mineral rights over decades
- 02:14 – Royalties at the base vs. top of the pyramid
- 05:01 – How the merger with Elemental came together
- 06:01 – Tether’s role and vision
- 07:04 – The “secret sauce” behind Elemental’s royalty success
- 09:57 – $89M projected revenues and key producing assets
- 12:01 – Casa Rones royalty performance with Lundin
- 15:00 – TMUC in Serbia: Century-long royalty potential
- 20:02 – Tether’s massive gold-buying and why they want royalties
- 21:42 – Catalysts: $100M in external drilling on Elemental properties
- 22:49 – NASDAQ listing, index inclusion, and no debt position
Elemental Royalty Corporation is a gold-focused royalty and streaming company formed from the merger of Elemental Altus Royalties and EMX Royalty Corp. It holds a global portfolio of over 200 royalty interests across 20 countries, including 16 cash-flowing assets, with a focus on long-life, high-quality mining projects.
