VOX ROYALTY CORP. Aktie

Vox Royalty, via a subsidiary, is acquiring a 2.0‑percent net smelter return (NSR) royalty on the White Dam gold mine in South Australia for A$5 million in cash. The royalty is perpetual and covers about 400 km² of the Curnamona tenure as well as gold and copper production, with no buyback rights. The operator is Broken Hill Gold, which is ramping up the heap‑leach operation and targeting annual production of 15,000–20,000 ounces; historical production is about 180,000 ounces. Vox will pay from existing cash and expects completion within five business days after customary conditions are satisfied. » Więcej na de.investing.com

Vox Royalty reports strong growth: cash flow per share has risen since the IPO at a CAGR of over 76%, revenue most recently grew 100%, and the company is debt-free with $31m in cash and a $75m revolving credit facility. The portfolio includes about 80 royalties and streams, currently 12 producing assets, expected to rise to 22 in the short term and to over 30 long term. Invested capital is around $130m with an estimated value of roughly $1bn. Management says a premium valuation is justified but complains of a valuation discount versus larger peers; the forecast for royalty cash flow in 2030 is $66m (base) to about $100m in the upside scenario. » Więcej na de.investing.com

Ace River Capital increased conviction in Vox Royalty after making it its largest holding, praising the company's royalty model for diversified exposure to high-quality mining assets without operating or capital burdens. Management has expanded the royalty portfolio while keeping a conservative balance sheet, and the fund views share repurchases at current prices as a path to per-share value creation. Vox closed at $4.26 on July 28, 2026, with a market cap of $293.52 million and has outperformed over 12 months despite a one-month pullback. » Więcej na finance.yahoo.com