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Is Origin Royalties worth its premium?
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ticker lesson
Breakdown
0:00Origin· ticker
Origin — premium priced, 200M market cap vs 80-100M net asset value
- Premium buys 14 partner funded drill programs as lottery
- Risk: management expectations sated by past shareholder returns
- Nevada deposit sold to Anglo for dramatic shareholder return
0:01lesson
Assessing Origin's risk profile
- Only risk: management's expectations met by returns
- Unfamiliar investors may overlook Origin's assets
- Cash reserves and royalty operations offset risks
0:02Anglo· ticker
Anglo — Nevada deposit acquisition, 200M market cap
- Nevada deposit sold to Anglo for shareholder return
- Walker Lane asset attracts attention
0:03First Majestic· ticker
First Majestic — Armatano royalty, Matano upside
- Armatano royalty operated by First Majestic
- Proven upside to Matano, new Aratano discovery
0:04Matano· ticker
Matano — new Aratano discovery, First Majestic operation
- New Aratano discovery under prosecution
- Proven upside to Matano
0:05Walker Lane· ticker
Walker Lane — sold to Anglo, exploration focus
- Asset identified through exploration strategy
- Attracts industry attention
0:06Origin· ticker
Origin — 13-14 carried projects, premium pricing
- 13-14 projects farmed out to industry
- Carried interest in exploration assets
0:07lesson
Origin's shareholder positioning
- Host is large shareholder
- Believes premium pricing is justified
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