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Why is Wheaton still a top pick?
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ticker lesson
Breakdown
0:00FRANCO· ticker
Franco Nevada — management transition, future copper spending
- 32% discount from high
- management transition concerns
- copper industry spends $225B
- streaming gold/silver cash flow
- 40-50B streaming transactions
2:07WEATEN· ticker
Weaten — streaming opportunities, syndication
- more upside than Royal Gold
- syndication needed
- opportunity shared with O and Triple Flag
- may share further down chain
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