Ankündigung • Jun 17
Franco-Nevada Corporation Announces Local Court Decision Purporting to Nullify Stream Agreement Related to Karma Mine Franco-Nevada Corporation has been aware of a news release issued by Riverstone Karma SA announcing a local court decision in Burkina Faso purporting to nullify the stream agreement related to the Karma Mine. The stream agreement is governed by Ontario law. Franco-Nevada believes the Burkina Faso judgement is not valid and is seeking to have the judgement vacated. Franco-Nevada is also pursuing its own legal remedies in Ontario and elsewhere in accordance with the dispute resolution provisions in the agreement against Riverstone Karma SA, its parent Néré Mining SA and other relevant affiliates to protect its legal rights. Ankündigung • May 14
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on June 25, 2026 Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.44 per share. The dividend will be paid on June 25, 2026, to shareholders of record on June 11, 2026 (the "Record Date"). The dividend has been declared in U.S. dollars and the Canadian dollar equivalent will be determined based on the daily average rate posted by the Bank of Canada on the Record Date. Under Canadian tax legislation, Canadian resident individuals who receive "eligible dividends" are entitled to an enhanced gross-up and dividend tax credit on such dividends. Ankündigung • Apr 22
Franco-Nevada Corporation to Report Q1, 2026 Results on May 12, 2026 Franco-Nevada Corporation announced that they will report Q1, 2026 results at 5:00 PM, US Eastern Standard Time on May 12, 2026 Ankündigung • Mar 11
Franco-Nevada Corporation Provides Earnings Guidance for the Full Year of 2026 Franco-Nevada Corporation provided earnings guidance for the full year of 2026 . For the year, the company expects Precious Metal GEO sales of 360,000 GEOs to 400,000 GEOs. Total GEO sales of 510,000 to 570,000 GEOs. 2026 diversified revenue to be in range of $245 Million to $285 million. Ankündigung • Feb 17
Franco-Nevada Corporation, Annual General Meeting, May 12, 2026 Franco-Nevada Corporation, Annual General Meeting, May 12, 2026. Location: ontario, toronto Canada Ankündigung • Jan 29
Franco-Nevada Corporation to Report Fiscal Year 2025 Results on Mar 10, 2026 Franco-Nevada Corporation announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026 Ankündigung • Oct 07
Franco-Nevada Corporation to Report Q3, 2025 Results on Nov 03, 2025 Franco-Nevada Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025 Declared Dividend • Aug 18
Second quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 11th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.8%. Ankündigung • Aug 12
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 25, 2025 Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of USD 0.38 per share. The dividend will be paid on September 25, 2025, to shareholders of record on September 11, 2025 (the "Record Date"). Reported Earnings • Aug 12
Second quarter 2025 earnings released: EPS: US$1.28 (vs US$0.41 in 2Q 2024) Second quarter 2025 results: EPS: US$1.28 (up from US$0.41 in 2Q 2024). Revenue: US$365.9m (up 42% from 2Q 2024). Net income: US$247.1m (up 211% from 2Q 2024). Profit margin: 68% (up from 31% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Ankündigung • Jul 11
Franco-Nevada Corporation to Report Q2, 2025 Results on Aug 11, 2025 Franco-Nevada Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025 Ankündigung • Apr 15
Franco-Nevada Corporation to Report Q1, 2025 Results on May 08, 2025 Franco-Nevada Corporation announced that they will report Q1, 2025 results at 5:30 PM, US Eastern Standard Time on May 08, 2025 Ankündigung • Mar 10
Franco-Nevada Corporation Provides Revenue Guidance for the Full Year of 2025 Franco-Nevada Corporation provided revenue guidance for the full year of 2025. For the year, the company expects Precious Metal GEO sales of 385,000 to 425,000 GEOs. Total GEO sales of 465,000 to 525,000 GEOs. 2025 revenue to be more than 25% higher than in 2024. Ankündigung • Feb 11
Franco-Nevada Corporation, Annual General Meeting, May 08, 2025 Franco-Nevada Corporation, Annual General Meeting, May 08, 2025. Location: ontario, toronto Canada Ankündigung • Jan 30
Franco-Nevada Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025 Franco-Nevada Corporation announced that they will report fiscal year 2024 results Pre-Market on Mar 10, 2025 Ankündigung • Jan 08
Franco-Nevada Appoints Daniel Malchuk as Director Franco-Nevada announced that Daniel Malchuk has joined its board of directors, effective January 8, 2024. Mr. Malchuk brings over 30 years of strategic, operational and financial experience in the natural resource industry to the board. He currently serves as a director of SSR Mining Inc. and also serves as Senior Advisor with Appian Capital Advisory LLP and chairman of Jetti Resources LLC. Previously, Mr. Malchuk held various leadership positions with BHP Group Ltd. until his retirement in 2020 including President Operations, Minerals Americas, President of Copper, President of Aluminum, Manganese, and Nickel, President, Minerals Exploration and Vice President, Strategy and Development. Mr. Malchuk holds a Civil Industrial Engineer degree from Universidad de Chile and an MBA from University of California at Los Angeles (UCLA) Anderson School of Management. Recent Insider Transactions • Sep 19
Independent Director recently bought Mex$1.9m worth of stock On the 16th of September, Hugo Dryland bought around 805 shares on-market at roughly Mex$2,394 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$9.5m more in shares than they bought in the last 12 months. Declared Dividend • Aug 27
Second quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 12th September 2024 Payment date: 26th September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.8%. Ankündigung • Jul 17
Franco-Nevada Corporation to Report Q2, 2024 Results on Aug 13, 2024 Franco-Nevada Corporation announced that they will report Q2, 2024 results After-Market on Aug 13, 2024 Declared Dividend • Jun 11
First quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 13th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.8%. Ankündigung • Apr 19
Franco-Nevada Corporation to Report Q1, 2024 Results on May 01, 2024 Franco-Nevada Corporation announced that they will report Q1, 2024 results After-Market on May 01, 2024 Upcoming Dividend • Mar 07
Upcoming dividend of US$0.36 per share Eligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (6.2%). Declared Dividend • Feb 20
Third quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 5.2% over the next 2 years. However, it would need to fall by 58% to increase the payout ratio to a potentially unsustainable range. Ankündigung • Feb 11
Franco-Nevada Corporation, Annual General Meeting, May 01, 2024 Franco-Nevada Corporation, Annual General Meeting, May 01, 2024. New Risk • Feb 06
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Declared Dividend • Feb 05
Third quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend. Ankündigung • Feb 01
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on March 28, 2024 Franco-Nevada Corporation announced that its Board of Directors has raised its quarterly dividend and declared a quarterly dividend of USD 0.36 per share payable on March 28, 2024 to shareholders of record on March 14, 2024 (the “Record Date”). The increased dividend will be effective for the full 2024 fiscal year. This is a 5.88% increase from the previous USD 0.34 per share quarterly dividend and marks the 17th consecutive annual increase for Franco-Nevada shareholders. Ankündigung • Jan 31
Franco-Nevada Corporation to Report Fiscal Year 2023 Results on Mar 05, 2024 Franco-Nevada Corporation announced that they will report fiscal year 2023 results After-Market on Mar 05, 2024 Valuation Update With 7 Day Price Move • Dec 19
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to Mex$1,927, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 9x in the Metals and Mining industry in South America. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,481 per share. Ankündigung • Nov 10
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on December 21, 2023 Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.34 per share. The dividend will be paid on December 21, 2023, to shareholders of record on December 7, 2023. Ankündigung • Oct 11
Franco-Nevada Corporation to Report Q3, 2023 Results on Nov 08, 2023 Franco-Nevada Corporation announced that they will report Q3, 2023 results After-Market on Nov 08, 2023 Ankündigung • Aug 10
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 28, 2023 Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of $0.34 per share. The dividend will be paid on September 28, 2023 to shareholders of record on September 14, 2023. Ankündigung • Jul 08
Franco-Nevada Corporation to Report Q2, 2023 Results on Aug 08, 2023 Franco-Nevada Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023 Board Change • Jul 05
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Independent Honorary Director David Peterson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$0.82 (vs US$0.95 in 1Q 2022) First quarter 2023 results: EPS: US$0.82 (down from US$0.95 in 1Q 2022). Revenue: US$276.3m (down 18% from 1Q 2022). Net income: US$156.5m (down 14% from 1Q 2022). Profit margin: 57% (up from 54% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Metals and Mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Mar 24
Non-Executive Chair recently sold Mex$7.4m worth of stock On the 20th of March, David Harquail sold around 3k shares on-market at roughly Mex$2,729 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by Mex$128m. Reported Earnings • Mar 17
Full year 2022 earnings released: EPS: US$3.66 (vs US$3.84 in FY 2021) Full year 2022 results: EPS: US$3.66 (down from US$3.84 in FY 2021). Revenue: US$1.32b (up 1.4% from FY 2021). Net income: US$700.6m (down 4.5% from FY 2021). Profit margin: 53% (down from 56% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 08
Upcoming dividend of US$0.34 per share at 1.0% yield Eligible shareholders must have bought the stock before 15 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (6.6%). Reported Earnings • Aug 11
Second quarter 2022 earnings released: EPS: US$1.03 (vs US$0.92 in 2Q 2021) Second quarter 2022 results: EPS: US$1.03 (up from US$0.92 in 2Q 2021). Net income: US$196.5m (up 12% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$0.95 (vs US$0.90 in 1Q 2021) First quarter 2022 results: EPS: US$0.95 (up from US$0.90 in 1Q 2021). Revenue: US$338.8m (up 9.9% from 1Q 2021). Net income: US$182.0m (up 6.1% from 1Q 2021). Profit margin: 54% (down from 56% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 3.0% growth forecast for the industry in Mexico. Board Change • Apr 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Apr 02
Insider recently sold Mex$290k worth of stock On the 30th of March, Bonavie Tek sold around 91.0 shares on-market at roughly Mex$3,183 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months. Reported Earnings • Mar 12
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$3.84 (up from US$1.71 in FY 2020). Revenue: US$1.30b (up 28% from FY 2020). Net income: US$733.7m (up 125% from FY 2020). Profit margin: 56% (up from 32% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.0%, compared to a 4.9% growth forecast for the mining industry in Mexico. Upcoming Dividend • Mar 09
Upcoming dividend of US$0.32 per share Eligible shareholders must have bought the stock before 16 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (5.4%). Lower than average of industry peers (8.9%). Recent Insider Transactions • Dec 17
Insider recently sold Mex$11m worth of stock On the 13th of December, Lloyd Hong sold around 4k shares on-market at roughly Mex$2,802 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$15m. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months. Upcoming Dividend • Dec 01
Upcoming dividend of US$0.30 per share Eligible shareholders must have bought the stock before 08 December 2021. Payment date: 23 December 2021. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.2%). Lower than average of industry peers (7.3%). Board Change • Dec 01
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Sep 30
Insider recently bought Mex$2.0m worth of stock On the 27th of September, Adrian Wong bought around 750 shares on-market at roughly Mex$2,620 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$1.6m more in shares than they have sold in the last 12 months. Board Change • Sep 23
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment deteriorated over the past week After last week's 15% share price decline to Mex$2,640, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 4x in the Metals and Mining industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,619 per share. Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS US$0.92 (vs US$0.50 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$347.1m (up 78% from 2Q 2020). Net income: US$175.3m (up 86% from 2Q 2020). Profit margin: 51% (up from 49% in 2Q 2020). Board Change • Aug 04
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 11
First quarter 2021 earnings released: EPS US$0.90 (vs US$0.52 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$308.3m (up 29% from 1Q 2020). Net income: US$171.5m (up US$270.3m from 1Q 2020). Profit margin: 56% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improved over the past week After last week's 18% share price gain to US$2,587, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 9x in the Metals and Mining industry in South America. Total loss to shareholders of 4.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,112 per share. Recent Insider Transactions • Dec 23
Insider recently sold Mex$194k worth of stock On the 17th of December, Jeff Jenkins sold around 72.0 shares on-market at roughly Mex$2,692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$803m more than they bought in the last 12 months. Recent Insider Transactions • Dec 20
Insider recently sold Mex$194k worth of stock On the 17th of December, Jeff Jenkins sold around 72.0 shares on-market at roughly Mex$2,692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$803m more than they bought in the last 12 months. Upcoming Dividend • Nov 25
Upcoming Dividend of US$0.26 Per Share Will be paid on the 17th of December to those who are registered shareholders by the 2nd of December. The trailing yield of 0.8% is below the top quartile of Mexican dividend payers (5.1%), and is lower than industry peers (2.2%). Analyst Estimate Surprise Post Earnings • Nov 06
Revenue beats expectations Revenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 22%, compared to a 15% growth forecast for the Metals and Mining industry in Mexico. Reported Earnings • Nov 06
Third quarter 2020 earnings released: EPS US$0.81 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$279.8m (up 19% from 3Q 2019). Net income: US$153.9m (up 52% from 3Q 2019). Profit margin: 55% (up from 43% in 3Q 2019). The increase in margin was primarily driven by higher revenue.