Added to YB: 2025-09-18
Pitch date: 2025-09-08
FNV [bullish]
Franco-Nevada Corporation
+7.57%
current return
Author Info
No bio for this author
Company Info
Franco-Nevada Corporation operates as a royalty and stream company focused on precious metals in South America, Central America, Mexico, the United States, Canada, Australia, Europe, and internationally.
Market Cap
CAD 39.2B
Pitch Price
CAD 271.74
Price Target
261.00 (-12%)
Dividend
0.75%
EV/EBITDA
32.56
P/E
49.90
EV/Sales
29.55
Sector
Metals and Mining
Category
special_situation
FNV - the best royalty play on gold with 10-15%+ CAGR potential
FNV: Gold royalty co w/ 80%+ EBITDA margins, 0.1% expense ratio, no sustaining capex. 62% assets in exploration phase = perpetual call option on gold price. Cobre Panama closure created 30% upside if mine reopens under new Panama President Mulino who favors restart.
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