Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CA$15.50, the stock trades at a trailing P/E ratio of 37x. Average forward P/E is 5x in the Metals and Mining industry in Canada. Total returns to shareholders of 195% over the past year. Board Change • Jun 03
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Juan Presa was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 17
First quarter 2026 earnings released: EPS: US$0.14 (vs US$0.019 in 1Q 2025) First quarter 2026 results: EPS: US$0.14 (up from US$0.019 in 1Q 2025). Revenue: US$24.0m (up US$20.5m from 1Q 2025). Net income: US$13.8m (up US$12.0m from 1Q 2025). Profit margin: 57% (up from 52% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Metals and Mining industry in Canada. ライブニュース • May 16
Versamet Royalties Delivers Record Results and Secures Eskay Creek Gold Stream After NASDAQ Debut Versamet Royalties reported record operating and financial results for Q1 2026, marking consecutive quarters of strong performance.
The company completed a C$142m equity financing, adding new institutional investors including Gold Mountains Asset Management Limited.
Versamet began trading on NASDAQ and agreed to acquire a 3.52% life-of-mine gold stream on the Eskay Creek project, which is expected to start production in Q2 2027.
The combination of record quarterly results, fresh equity capital and a NASDAQ listing indicates a company that is actively scaling its royalty and streaming portfolio while broadening its investor base.
The Eskay Creek gold stream adds future exposure to a single asset, so you should pay attention to project timelines and any updates on development progress and funding needs around that asset. お知らせ • Apr 29
Versamet Royalties Corporation, Annual General Meeting, Jun 29, 2026 Versamet Royalties Corporation, Annual General Meeting, Jun 29, 2026. お知らせ • Apr 12
Versamet Royalties Corporation (TSX:VMET) acquired 3.52% Gold Stream on Eskay Creek Project from Orion Resource Partners (USA), L.P. and Blackstone Inc. (NYSE:BX) for $360 million. Versamet Royalties Corporation (TSX:VMET) entered into a definitive agreement to acquire 3.52% Gold Stream on Eskay Creek Project from Orion Resource Partners (USA), L.P. and Blackstone Inc. (NYSE:BX) for $360 million on April 6, 2026. The total consideration of $360 million, comprised of $340 million payable in cash and $20 million in Versamet common shares. Versamet will fund the $340 million cash consideration through an amended and restated credit facility, which includes an increase of the existing revolving facility from $200 million to $250 million, maturing in March 2029, and a new term facility in the amount of $150 million, maturing in March 2028, for a combined total of $400 million, from the Bank of Montreal and National Bank of Canada.
Closing of the Transaction is subject to customary closing conditions, including receipt of all regulatory and third-party approvals, along with certain other closing conditions, including the closing of Skeena’s $750 million senior secured notes offering. Closing is expected to occur in the first half of April 2026.
Versamet Royalties Corporation (TSX:VMET) completed the acquisition of 3.52% Gold Stream on Eskay Creek Project from Orion Resource Partners (USA), L.P. and Blackstone Inc. (NYSE:BX) on April 10, 2026. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CA$15.70, the stock trades at a trailing P/E ratio of 58.7x. Average forward P/E is 6x in the Metals and Mining industry in Canada. Simply Wall St's valuation model estimates the intrinsic value at CA$30.02 per share. Reported Earnings • Mar 15
Full year 2025 earnings released: EPS: US$0.22 (vs US$0.032 loss in FY 2024) Full year 2025 results: EPS: US$0.22 (up from US$0.032 loss in FY 2024). Revenue: US$34.8m (up 189% from FY 2024). Net income: US$20.3m (up US$22.8m from FY 2024). Profit margin: 59% (up from net loss in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Metals and Mining industry in Canada. New Risk • Mar 13
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.8% 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. This is currently the only risk that has been identified for the company. お知らせ • Mar 13
Versamet Royalties Corporation Announces Appointment of Juan Presa as Board Director Versamet Royalties Corporation announced the appointment of Juan Presa to the Company’s Board of Directors. Mr. Presa has joined the Board as a representative of Tether Investments S.A. de C.V., who as part of its shareholder agreement with the Company, has the right to appoint a representative to the Board. Mr. Presa has served as General Counsel of Union Group since September 2020 and as Corporate Execution Manager at Tether since November 2025, contributing to strategic initiatives and overseeing critical operational processes. His professional experience encompasses advising companies across diverse sectors, including agriculture, mining, and FinTech, with a strong focus on capital markets. He has worked with publicly listed companies on major exchanges such as the New York Stock Exchange, NASDAQ, and the Toronto Stock Exchange. He graduated from the Catholic University in Uruguay with a law degree and holds a Master's Degree in M&A, Corporate, and Financial Direction from ISDE Law Business School in Madrid. Recent Insider Transactions • Feb 01
Chairman recently bought CA$118k worth of stock On the 30th of January, Gregory Smith bought around 9k shares on-market at roughly CA$13.41 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Gregory has been a buyer over the last 12 months, purchasing a net total of CA$269k worth in shares. お知らせ • Jan 31
Versamet Royalties Corporation announced a financing transaction Versamet Royalties Corporation announced a non-brokered private placement for common shares on January 29, 2026. The transaction will include participation form existing investors, such as Tether Investments. The concurrent private placement is subject to necessary approvals of the Toronto Stock Exchange. お知らせ • Jan 29
Versamet Royalties Corporation has filed a Follow-on Equity Offering in the amount of CAD 125.125 million. Versamet Royalties Corporation has filed a Follow-on Equity Offering in the amount of CAD 125.125 million.
Security Name: Common Share
Security Type: Common Stock
Securities Offered: 9,100,000
Price\Range: CAD 13.75 Breakeven Date Change • Dec 31
Forecast breakeven date pushed back to 2026 The 2 analysts covering Versamet Royalties previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$27.9m in 2026. Average annual earnings growth of 73% is required to achieve expected profit on schedule. New Risk • Dec 11
New minor risk - Financial data availability Less than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$151m). Less than 3 years of financial data is available. Reported Earnings • Nov 14
Third quarter 2025 earnings released Third quarter 2025 results: EPS: US$0.036. Net income: US$3.32m (up US$3.32m from 3Q 2024). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Metals and Mining industry in Canada. Recent Insider Transactions • Sep 26
Director recently bought CA$95k worth of stock On the 24th of September, Marcel de Groot bought around 10k shares on-market at roughly CA$9.45 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth CA$146k. Insiders have collectively bought CA$482k more in shares than they have sold in the last 12 months. New Risk • Sep 15
New minor risk - Financial data availability Less than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Sep 11
Now 185% overvalued after recent price rise Over the last 90 days, the stock has risen 662% to CA$8.00. The fair value is estimated to be CA$2.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 95% over the last year. Earnings per share has grown by 73%. Reported Earnings • Aug 31
Second quarter 2025 earnings released Second quarter 2025 results: EPS: US$0. Net income: US$170.5k (up US$170.5k from 2Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Metals and Mining industry in Canada. Recent Insider Transactions • Jul 10
Director recently bought CA$146k worth of stock On the 8th of July, Marcel de Groot bought around 143k shares on-market at roughly CA$1.02 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought CA$307k more in shares than they have sold in the last 12 months. お知らせ • Jul 07
Versamet Royalties Reports First Gold Pour At Kiaka in Mid-Year Update Versamet Royalties Corporation provided a mid-year update highlighting several recent developments. On June 30, 2025, West African Resources announced that first gold was poured at its Kiaka mine on June 26, 2025. Construction of Kiaka was completed in the second quarter of 2025, ahead of schedule and under budget. Ramp up is progressing smoothly with recoveries consistently above 92%, outperforming expectations. West African expects to ramp Kiaka up to nameplate throughput during the third quarter of 2025 and produce an average of 258,000 ounces of gold per year over the first five years of operation. For more information, please refer to West African's ASX announcements dated June 30, 2025, titled "West African Pours First Gold at Kiaka Ahead of Schedule" and July 2, 2024, titled "Kiaka Feasibility Update Delivers 4.8 Moz Gold Ore Reserve 20 Year Mine Life" . Board Change • May 21
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.