Ecora Royalties PLC

Report azionario LSE:ECOR

Capitalizzazione di mercato: UK£354.4m

Ecora Royalties Gestione

Criteri Gestione verificati 4/4

Ecora Royalties Il CEO è Marc Lafleche, nominato in Apr2022, e ha un mandato di 4.17 anni. la retribuzione annua totale è $ 979.04K, composta da 60.2% di stipendio e 39.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.44% delle azioni della società, per un valore di £ 1.57M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.4 anni e 4.5 anni.

Informazioni chiave

Marc Lafleche

Amministratore delegato

US$979.0k

Compenso totale

Percentuale dello stipendio del CEO60.23%
Mandato del CEO4.2yrs
Proprietà del CEO0.4%
Durata media del management4.4yrs
Durata media del Consiglio di amministrazione4.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 09

ECOR: Future Returns Will Depend On Dividend Payouts And Higher P/E Assumptions

The analyst price target for Ecora Royalties has been reduced by £0.10. Analysts attribute this change to adjustments in forecast revenue growth, profit margins, the discount rate, and a higher assumed future P/E multiple used to support the new fair value estimate.
Aggiornamento della narrazione May 26

ECOR: Future Upside Will Rely On Dividend Stability And Royalty Cash Flow Risk

Ecora Royalties’ updated analyst price target edges slightly lower to £1.71, as analysts factor in a marginally higher discount rate and a small reset to assumed future P/E multiples, while keeping revenue growth and profit margin expectations essentially unchanged. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable keeping Ecora Royalties’ revenue and margin assumptions intact, which supports the view that the company’s existing portfolio can underpin current earnings expectations.
Aggiornamento della narrazione May 10

ECOR: Future Upside Will Hinge On Refined Royalty Assumptions And Dividend Policy

Ecora Royalties’ analyst price target has been trimmed by £0.10 to £1.54, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent rating and target moves across the sector. Analyst Commentary Recent research on Ecora Royalties has focused on recalibrating fair value assumptions and risk factors, which has fed directly into the latest £1.54 price target and rating changes.
Aggiornamento della narrazione Apr 25

ECOR: Higher Discount Rate And Dividend Outlook Will Support Stronger Profitability

Ecora Royalties' analyst price targets have increased to £1.90 from £1.50 as analysts factor in a higher discount rate, along with updated expectations for slower revenue growth, stronger profit margins and a lower future P/E multiple. Analyst Commentary Recent Street research on Ecora Royalties has been mixed, with both upward and downward adjustments to price targets and ratings.
Aggiornamento della narrazione Apr 09

ECOR: Future Upside Will Depend On Reset Royalty Assumptions And Dividend Framework

Ecora Royalties' updated analyst price target moves to £1.72 from £1.71, with analysts pointing to revised growth and margin assumptions and a slightly lower discount rate as key drivers of the change. Analyst Commentary Recent research on Ecora Royalties shows a mix of optimism and caution as price targets and ratings are adjusted around updated assumptions.
Articolo di analisi Apr 04

Ecora Royalties' (LON:ECOR) Solid Earnings Have Been Accounted For Conservatively

Ecora Royalties PLC's ( LON:ECOR ) recent earnings report didn't offer any surprises, with the shares unchanged over...
Articolo di analisi Mar 29

Ecora Royalties PLC Just Beat EPS By 225%: Here's What Analysts Think Will Happen Next

Investors in Ecora Royalties PLC ( LON:ECOR ) had a good week, as its shares rose 3.8% to close at UK£1.30 following...
Aggiornamento della narrazione Mar 26

ECOR: Future Upside Will Hinge On Reassessed Cash Flow And Discount Rate Assumptions

Narrative Update on Ecora Royalties The analyst price target for Ecora Royalties has been adjusted to £1.54, with analysts citing refined assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as key drivers behind the change. Analyst Commentary Recent research on Ecora Royalties reflects a more measured stance, with the latest move being a downgrade to Hold alongside a price target of 154 GBp. This aligns with the updated analyst fair value assumption of £1.54 mentioned earlier.
Aggiornamento della narrazione Mar 11

ECOR: Future Upside Will Hinge On Phalaborwa Execution And Portfolio Cash Flows

Analysts have lifted their price target on Ecora Royalties to about £1.68 per share from roughly £1.39, reflecting updated assumptions for revenue growth, margins and future P/E, while recent research opinions remain mixed, with a downgrade to Hold and a separate price target increase. Analyst Commentary Recent research on Ecora Royalties points to a mixed setup, with some analysts turning more cautious at current levels while others are still prepared to lift their valuation assumptions.
Aggiornamento della narrazione Feb 25

ECOR: Higher P/E Assumptions And Downgraded Rating Will Shape Future Returns

The analyst price target for Ecora Royalties has been adjusted to £1.54 from £1.15, with analysts citing updated assumptions on revenue growth, profit margins and future P/E as key drivers of the change. Analyst Commentary Recent research coverage on Ecora Royalties reflects a mix of recalibrated expectations and more cautious stances on the shares.
Aggiornamento della narrazione Feb 10

ECOR: Elevated Revenue And Margin Assumptions Will Pressure Future Rating

Ecora Royalties’ analyst price target has been raised by £0.15 to £1.15, with analysts pointing to revised expectations for revenue growth of about 33%, a higher profit margin near 24%, and a lower future P/E of about 36, even as they apply a slightly higher discount rate of around 9.3%. Analyst Commentary The latest research points to a higher price target of £1.15 for Ecora Royalties, paired with assumptions for around 33% revenue growth, a profit margin near 24%, and a forward P/E of about 36.
Aggiornamento della narrazione Jan 27

ECOR: Future Royalty Appeal Will Rely On Phalaborwa Resource Execution

Analysts have trimmed their fair value estimate for Ecora Royalties from £1.41 to £1.39, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent valuation work around Ecora Royalties sits against a broader backdrop of mixed moves in equity research, where some stocks are seeing more optimistic stances while others face trimmed expectations.
Aggiornamento della narrazione Jan 11

ECOR: Future Royalty Upside Will Stem From Expanded Phalaborwa Rare Earth Resource

Analysts have lifted their price target for Ecora Resources from £1.34 to £1.41, citing a slightly lower discount rate, a small adjustment in projected revenue growth and profit margin, and a higher future P/E assumption as key factors behind the change. What's in the News Ecora Resources highlights an updated Mineral Resource Estimate at the Phalaborwa rare earths project, which now includes yttrium alongside other heavy rare earth elements that are subject to Chinese export controls (Key Developments).
Aggiornamento della narrazione Dec 17

ECOR: Future Royalty Upside Expected From Expanded Phalaborwa Rare Earth Resource

Analysts have raised their price target on Ecora Resources by approximately 10 percent, to about $1.34 from around $1.22, citing expectations of stronger revenue growth, improved profit margins, and a lower future P E multiple that supports a more attractive valuation. What's in the News Ecora Resources highlighted an updated Mineral Resource Estimate at Rainbow Rare Earths' Phalaborwa project, which now includes yttrium, a heavy rare earth element recently subject to Chinese export controls, potentially enhancing project economics (company announcement).
Articolo di analisi Nov 29

Ecora Resources (LON:ECOR) Use Of Debt Could Be Considered Risky

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Jul 24

Risks To Shareholder Returns Are Elevated At These Prices For Ecora Resources PLC (LON:ECOR)

When you see that almost half of the companies in the Metals and Mining industry in the United Kingdom have...
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Nuova narrazione Feb 17

While Future Projects May Contribute Revenue, Analysts Foresee Declining Earnings

Strategic acquisitions in royalty and low-cost projects like Phalaborwa, Voisey’s Bay, West Musgrave, and Santo Domingo could significantly boost long-term revenue and earnings.
Articolo di analisi Sep 11

We Like The Quality Of Ecora Resources' (LON:ECOR) Earnings

Ecora Resources PLC's ( LON:ECOR ) solid earnings announcement recently didn't do much to the stock price. We did some...
Articolo di analisi Nov 21

Ecora Resources (LON:ECOR) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Apr 03

Ecora Resources (LON:ECOR) Will Pay A Dividend Of $0.0175

The board of Ecora Resources PLC ( LON:ECOR ) has announced that it will pay a dividend on the 7th of June, with...
Articolo di analisi Apr 01

Earnings Miss: Ecora Resources PLC Missed EPS By 20% And Analysts Are Revising Their Forecasts

As you might know, Ecora Resources PLC ( LON:ECOR ) recently reported its full-year numbers. It looks like a pretty bad...
Articolo di analisi Mar 16

Estimating The Fair Value Of Ecora Resources PLC (LON:ECOR)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ecora Resources fair value estimate is UK£1.28 Current share...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Marc Lafleche rispetto agli utili di Ecora Royalties?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

US$22m

Sep 30 2025n/an/a

-US$4m

Jun 30 2025n/an/a

-US$30m

Mar 31 2025n/an/a

-US$20m

Dec 31 2024US$979kUS$590k

-US$10m

Sep 30 2024n/an/a

US$5m

Jun 30 2024n/an/a

US$20m

Mar 31 2024n/an/a

US$10m

Dec 31 2023US$891kUS$532k

US$847k

Sep 30 2023n/an/a

-US$3m

Jun 30 2023n/an/a

-US$7m

Mar 31 2023n/an/a

US$44m

Dec 31 2022US$752kUS$326k

US$95m

Compensazione vs Mercato: La retribuzione totale di Marc ($USD 979.04K ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 1.19M ).

Compensazione vs guadagni: La retribuzione di Marc è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Marc Lafleche (43 yo)

4.2yrs
Mandato
US$979,042
Compensazione

Mr. Marc Bishop Lafleche serves as Chief Executive Officer and Executive Director at Ecora Royalties PLC (formerly known as Ecora Resources PLC) April 1, 2022. He was Chief Investment Officer at Ecora Roya...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Marc Lafleche
CEO & Executive Director4.2yrsUS$979.04k0.44%
£ 1.6m
Kevin Flynn
CFO & Executive Director14.4yrsUS$691.09k0.17%
£ 612.2k
Barbora Rocke
Investment Managerno dataNessun datoNessun dato
Geoff Callow
Head of Investor Relations4.1yrsNessun datoNessun dato
Ayushi Sharma
Head of Legalno dataNessun datoNessun dato
Rachel Dare
Head of Communications4.4yrsNessun datoNessun dato
Jason Gray
Group Financial Controller & Company Secretary5.6yrsNessun datoNessun dato
4.4yrs
Durata media

Gestione esperta: Il team dirigenziale di ECOR è considerato esperto (durata media dell'incarico 4.4 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Marc Lafleche
CEO & Executive Director4.2yrsUS$979.04k0.44%
£ 1.6m
Kevin Flynn
CFO & Executive Director6.4yrsUS$691.09k0.17%
£ 612.2k
John Prochnau
Member of Advisory Boardno dataNessun datoNessun dato
Lex Hansen
Member of Advisory Boardno dataNessun datoNessun dato
Michael Johnson
Member of Advisory Boardno dataNessun datoNessun dato
Varda Shine
Senior Independent Director4.8yrsUS$111.89k0.0040%
£ 14.2k
Christine Coignard
Independent Non-Executive Director3.4yrsUS$82.23k0.011%
£ 39.6k
James Rutherford
Independent Non-Executive Director6.7yrsUS$93.01k0.048%
£ 168.4k
R. Dacomb
Independent Non-Executive Director6.6yrsUS$97.06k0.060%
£ 213.0k
Andrew Russell Webb
Independent Chairman2.4yrsUS$248.04k0.020%
£ 71.0k
Michael Falconer
Non-Executive Directorless than a yearUS$25.61kNessun dato
4.5yrs
Durata media
62.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ECOR sono considerati esperti (durata media dell'incarico 4.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/19 16:56
Prezzo dell'azione a fine giornata2026/06/19 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ecora Royalties PLC è coperta da 11 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Riley VentonAtrium Research
Richard HatchBerenberg
Edward SterckBMO Capital Markets Equity Research