Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ELE
SELLREMOVEElemental Royalty Corporation · Basic Materials · Canada · $1.1B · Avg Vol: $6M/d
Elemental Royalty is a precious metals royalty company. While royalty models are asset-light, this is a small-cap player ($1.1B) heavily exposed to gold and silver rather than the critical industrial metals (like copper) driving our Commodity Supercycle theme.
COMPANY DESCRIPTION
Elemental Royalty Corporation is a precious metals royalty company that acquires and manages a diversified portfolio of royalties and streams on producing, development, and exploration-stage mining projects. The company's business model provides leveraged exposure to commodity prices and mining asset upside with minimal operating costs and no direct operational risk. It serves as a specialized financing partner for miners, offering non-dilutive capital in exchange for future revenue streams.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 10M | 12M | 16M | 44M | 65.4% |
| EPS | — | -1.70 | -0.20 | -0.02 | 0.06 | — |
| Shares | — | 18M | 20M | 25M | 64M | +252.9% |
| Debt | 24M | 30M | 30M | 3M | 489,000 | -62.4% |
| Equity | — | 146M | 155M | 196M | 780M | 74.7% |
| Op CF | — | -723,000 | 2M | 5M | 31M | 293.2% |
| Inv CF | — | -3M | -6M | 5M | -56M | — |
| Fin CF | — | 16M | -3M | -16M | 75M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of ELE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ELE | Elemental Royalty Corporation(you) | $1.1B | 26 | SELL |
| FMT.V | Fuerte Metals Corp. | $896M | 28 | SELL |
| VMET | Versamet Royalties Corporation | $1.4B | 29 | SELL |
| MTA.V | Metalla Royalty & Streaming Ltd. | $715M | 32 | SELL |
| ABRA.TO | AbraSilver Resource Corp. | $2.0B | 30 | SELL |
| GSKR.V | Goldsky Resources Corp. | $532M | 34 | SELL |
| MUX.TO | McEwen Inc. | $1.3B | 49 | HOLD |
| SLVR.V | Silver Tiger Metals Inc | $331M | 20 | STRONG SELL |
| BRC.V | Blackrock Silver Corp. | $327M | 18 | STRONG SELL |
| LUC.TO | Lucara Diamond Corp. | $221M | 28 | SELL |
Peer medians: ROE -12.4% · P/E 15.2x · Gross margin 0.0%