Royalty Sector Insights, Contrarian Opportunities & $12/lb Copper – Altius Minerals CEO Brian Dalton

In this episode of Mining Stock Education, host Brian Leni interviews Brian Dalton, CEO of Altius Minerals, to discuss the current state of the mining royalty sector. They delve into various topics including the competitive edge among royalty companies, contrarian opportunities in the market, and Altius’s recent acquisition of Lithium Royalty Corp. Dalton shares his perspective on the importance of royalty and streaming financing, the impact of new entrants like Tether in the market, and how geopolitical factors and deglobalization are shaping the sector. He also discusses the challenges and opportunities in asset selection, the implications of market overshoots, and the future of the mining industry. Listeners will gain valuable insights on how to think like a CEO of a royalty company and make informed investment decisions.

00:00 Introduction

00:30 Current State of the Mining Royalty Sector

01:12 Consolidation and New Entrants in the Royalty Space

01:39 The Role of Royalties in Mining Financing

04:27 Tether’s Entry into the Royalty Space

07:42 Investor Perspectives and Market Dynamics

22:08 Contrarian Opportunities in the Mining Sector

28:08 The Commitment of a Royalty Investor

28:53 Investor vs. Businessman: Key Differences

29:28 The Importance of Market Valuation

30:13 Navigating Emotions in Investment

30:52 Discussing the Lithium Royalty Corp Acquisition

31:46 Lithium Market Dynamics and Growth

40:16 The Role of Geopolitics in Resource Investment

44:17 Balancing Cash and Shares in Deals

46:34 Ranking Opportunities in the Metals Market

51:24 Altius’s Market Presence and Future Plans