BHP Group Limited銘柄への影響 2
BHP Group Limited
Jiangxi Ganfeng Lithium Co LtdGanfeng Lithium's Mariana project exporting first lithium chloride is a milestone for TNR's royalty, but Ganfeng itself is not the focus.
テーマインパクト 2
カバレッジ外企業 2
Altius strategic investment validates TNR's royalty strategy; share buyback reflects undervaluation; potential future dividend policy.
McEwen Copper's Los Azules project financing and inclusion in Argentina's RIGI program could de-risk the asset, benefiting TNR's royalty.