View ValuationAltius Minerals 将来の成長Future 基準チェック /16Altius Mineralsの収益は年間28.2%で減少すると予測されていますが、年間収益は年間14.6%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に4.2% 36.2%なると予測されています。主要情報-28.2%収益成長率-36.20%EPS成長率Metals and Mining 収益成長16.9%収益成長率14.6%将来の株主資本利益率4.25%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報お知らせ • Oct 16+ 1 more updateAltius Minerals Corporation Provides Revenue Guidance for the Third Quarter of Fiscal Year 2025Altius Minerals Corporation provided revenue guidance for the third quarter of fiscal year 2025. For the period, the expects to report Third Quarter 2025 attributable royalty revenue of approximately $21.2 million.お知らせ • Apr 18Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2025Altius Minerals Corporation provided revenue guidance for the first quarter of 2025. For the quarter, the company expected attributable royalty revenue of $15.0 million.お知らせ • Apr 19Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2024Altius Minerals Corporation provided revenue guidance for the first quarter of 2024. For the quarter, the company expected attributable royalty revenue of approximately $17.4 million.すべての更新を表示Recent updatesDeclared Dividend • May 16First quarter dividend of CA$0.10 announcedShareholders will receive a dividend of CA$0.10. Ex-date: 29th May 2026 Payment date: 15th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 7.3%.お知らせ • May 14Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 15, 2026Altius Minerals Corporation board of directors has declared a quarterly dividend of $0.10 per share, payable to all shareholders of record at the close of business on May 29, 2026. The dividend is expected to be paid on or about June 15, 2026.Reported Earnings • May 14First quarter 2026 earnings released: EPS: CA$0.05 (vs CA$0.13 in 1Q 2025)First quarter 2026 results: EPS: CA$0.05 (down from CA$0.13 in 1Q 2025). Revenue: CA$22.2m (up 76% from 1Q 2025). Net income: CA$2.45m (down 61% from 1Q 2025). Profit margin: 11% (down from 49% in 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 21Altius Minerals Corporation to Report Q1, 2026 Results on May 12, 2026Altius Minerals Corporation announced that they will report Q1, 2026 results After-Market on May 12, 2026Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CA$47.03, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$32.15 per share.Declared Dividend • Mar 14Fourth quarter dividend of CA$0.10 announcedShareholders will receive a dividend of CA$0.10. Ex-date: 19th March 2026 Payment date: 2nd April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 414%.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: CA$6.45 (vs CA$2.16 in FY 2024)Full year 2025 results: EPS: CA$6.45 (up from CA$2.16 in FY 2024). Revenue: CA$53.7m (down 7.6% from FY 2024). Net income: CA$298.6m (up 196% from FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 11Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About April 02, 2026Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.10 per share, payable to all shareholders of record at the close of business on March 19, 2026. The dividend is expected to be paid on or about April 02, 2026.New Risk • Mar 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 44% per year for the foreseeable future. High level of non-cash earnings (55% accrual ratio). Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).お知らせ • Mar 03Altius Minerals Corporation, Annual General Meeting, May 13, 2026Altius Minerals Corporation, Annual General Meeting, May 13, 2026.お知らせ • Jan 27Altius Minerals Corporation to Report Q4, 2025 Results on Mar 10, 2026Altius Minerals Corporation announced that they will report Q4, 2025 results After-Market on Mar 10, 2026Board Change • Jan 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Dec 22Altius Minerals Corporation (TSX:ALS) entered into a definitive agreement to acquire Lithium Royalty Corp. (TSX:LIRC) for approximately CAD 300 million.Altius Minerals Corporation (TSX:ALS) entered into a definitive agreement to acquire Lithium Royalty Corp. (TSX:LIRC) for approximately CAD 300 million on December 22, 2025. The Agreed Price is payable by Altius at the shareholders’ election as CAD 9.50 in cash or 0.240 of a common share of Altius (the “Altius Shares”), subject to proration to ensure the aggregate cash consideration represents no more than 1/3 of the aggregate consideration and the share consideration represents no more than 11,500,000 Altius Shares. LRC shareholders who do not elect cash or Altius Shares (subject to proration) will receive default consideration of CAD 3.16 per LRC Share in cash and 0.16 Altius Shares per LRC Share. A break fee of CAD 23.4 million is payable to Altius by LRC under specified events including if the Arrangement Agreement is terminated as a result of a superior proposal and in the event the LRC Board changes its recommendation for shareholders to vote in favour of the Transaction The transaction is subject to customary closing conditions including approval by receipt of any required regulatory approvals under the Competition Act and customary stock exchange approvals, approval of merger agreement by target board, approval of offer by target shareholders, customary non-solicitation provisions, subject to court approval and approval of a simple majority of the minority of the votes cast by holders of subordinate voting shares excluding Royal Capital limited partnership shareholders and any other shareholders required to be excluded in accordance with MI 61-101. The expected completion of the transaction is in first quarter of 2026. McCarthy Tétrault LLP acted as legal advisor for Altius Minerals Corporation. Scotia Capital Inc. acted as financial advisor for Altius Minerals Corporation.Board Change • Dec 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Nov 24Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 4.8% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.3%).Board Change • Nov 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 66% per year for the foreseeable future. High level of non-cash earnings (55% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Significant insider selling over the past 3 months (CA$329k sold).Declared Dividend • Nov 14Third quarter dividend of CA$0.10 announcedShareholders will receive a dividend of CA$0.10. Ex-date: 28th November 2025 Payment date: 15th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 64%.New Risk • Nov 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 55% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 105% per year for the foreseeable future. High level of non-cash earnings (55% accrual ratio). Minor Risk Significant insider selling over the past 3 months (CA$329k sold).お知らせ • Nov 12Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About December 15, 2025Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.10 per share, payable to all shareholders of record at the close of business on November 28, 2025. The dividend is expected to be paid on or about December 15, 2025.Recent Insider Transactions • Oct 21Independent Director recently sold CA$329k worth of stockOn the 17th of October, James Digby Strauss sold around 10k shares on-market at roughly CA$33.97 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$421k more than they bought in the last 12 months.お知らせ • Oct 16+ 1 more updateAltius Minerals Corporation Provides Revenue Guidance for the Third Quarter of Fiscal Year 2025Altius Minerals Corporation provided revenue guidance for the third quarter of fiscal year 2025. For the period, the expects to report Third Quarter 2025 attributable royalty revenue of approximately $21.2 million.お知らせ • Oct 14Altitude Minerals Ltd (ASX:ATT) signed a purchase and sale agreement to acquire Firenze gold-silver project in Nevada, USA from Orogen Royalties Inc. (TSXV:OGN) and Altius Minerals Corporation (TSX:ALS) for $0.43 million.Altitude Minerals Ltd (ASX:ATT) signed a purchase and sale agreement to acquire Firenze gold-silver project in Nevada, USA from Orogen Royalties Inc. (TSXV:OGN) and Altius Minerals Corporation (TSX:ALS) for $0.43 million on October 14, 2025. The consideration consists of $0.43 million where, $0.3 million is paid at the time of signing a Letter of Intent, $0.1 million on signing the agreement, and $0.3 million in cash or shares on or before November 30, 2025, at the election of Altitude. Altitude will also grant a 3% net smelter return ("NSR") royalty of which 1% can be purchased for $1.5 million.お知らせ • Oct 01+ 1 more updateAltius Minerals Corporation Announces Board ChangesAltius Minerals Corporation announced that Chad Wells steps down as Corporate Secretary to the Board. Also effective September 30, 2025, John Baker, who has served as a director of the Corporation since its founding, and since 2014 as its Executive Chairman, has stepped down from the Board and been appointed President of the Corporation, while current lead independent director Fred Mifflin has assumed the role of independent Chair of the Board. Flora Wood, Vice-President Investor Relations & Sustainability, has added the Corporate Secretary role to her responsibilities. Brian Dalton has also committed to a minimum five year extension of his contract to serve as Chief Executive Officer, subject to the ongoing discretion of the board as it relates to appointing its senior executive officers.Declared Dividend • Aug 19Second quarter dividend increased to CA$0.10Dividend of CA$0.10 is 11% higher than last year. Ex-date: 29th August 2025 Payment date: 15th September 2025 Dividend yield will be 1.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (17% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 16% 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 58% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.Board Change • Aug 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: CA$0.12 (vs CA$0.18 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.12 (down from CA$0.18 in 2Q 2024). Revenue: CA$9.82m (down 50% from 2Q 2024). Net income: CA$5.35m (down 37% from 2Q 2024). Profit margin: 54% (up from 43% in 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Metals and Mining industry in the United Kingdom.お知らせ • Aug 12Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About September 15, 2025Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.10 per share, which represents an increase of 11% over recent quarterly amounts, payable to all shareholders of record at the close of business on August 29, 2025. The dividend is expected to be paid on or about September 15, 2025.Recent Insider Transactions • Aug 06Senior VP & CFO recently sold CA$208k worth of stockOn the 1st of August, Benjamin Lewis sold around 7k shares on-market at roughly CA$29.23 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Benjamin's only on-market trade for the last 12 months.お知らせ • Jul 16Altius Minerals Corporation to Report Q2, 2025 Results on Aug 11, 2025Altius Minerals Corporation announced that they will report Q2, 2025 results After-Market on Aug 11, 2025お知らせ • Jul 10Triple Flag Precious Metals Corp. (TSX:TFPM) completed the acquisition of Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others.Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million on April 21, 2025. Pursuant to the Transaction, Orogen shareholders may elect to receive either CAD 1.63 in cash or 0.05355 of a Triple Flag share per each Orogen share held, and will also receive 0.25 shares in the newly created Orogen Spinco, representing approximately CAD 0.37 per each Orogen share. This represents a total consideration of CAD 2.00 per Orogen common share on a fully diluted basis, calculated using the closing price of Triple Flag shares on April 17, 2025 of CAD 30.44. The total consideration paid by Triple Flag (excluding the value of Orogen Spinco) is approximately CAD 343 million. The shareholder election will be subject to pro-ration such that the cash and share portions of the consideration will represent 50% and 50% of the total consideration (excluding the value of Orogen Spinco), respectively. Orogen shareholders who do not elect to receive either Triple Flag shares or cash will be deemed to elect a default consideration of 0.05355 of a Triple Flag share per Orogen share, in addition to 0.25 shares in Orogen Spinco per Orogen share. The transaction includes customary provisions, including non-solicitation by Orogen of alternative transactions, a right of Triple Flag to match superior proposals, and an approximately $12.5 million (CAD 17,266,750) termination fee, payable under certain circumstances. Triple Flag will finance the cash consideration from its existing undrawn $700 million (CAD 966,938,000) credit facility. As of May 28, 2025 Orogen Royalties Inc scheduled the the Meeting of the holders on June 27, 2025 at 10:00 a.m. (Pacific time) to approve a proposed arrangement entered into by the Company and Triple Flag Precious Metals Corp. On June 18, 2025 Orogen Royalties Inc is pleased to announce that Institutional Shareholder Services Inc and other similar advisory firms have each recommended that Orogen shareholders vote FOR the Arrangement Resolution with Triple Flag Precious Metals Corp. Triple Flag has agreed to separately invest CAD 10 million to obtain an approximate 11% interest in Orogen Spinco. The transaction is to be a court-approved plan of arrangement under the Business Corporations Act (British Columbia) requiring the approval at a special meeting of at least (i) 66 2/3% of votes cast by shareholders of Orogen and (ii) a majority of votes cast by Orogen shareholders excluding the votes attributable to certain members of management. Completion is subject to regulatory and court approvals and other customary closing conditions, including the listing of Orogen Spinco on the TSX.V. The Board of Directors of Triple Flag and the Board of Directors of Orogen have unanimously approved the Transaction and recommend that shareholders vote in favor of the Transaction. Closing is expected in Q3 2025. On June 30, 2025 The deal has been approved by Orogen Shareholder and deal expected to occur on July 9, 2025. The Court hearing for the final order is scheduled to take place on July 2, 2025. Scotiabank is acting as financial advisor to Triple Flag and Torys LLP is acting as legal counsel to Triple Flag. Scotiabank provided a fairness opinion to the Triple Flag Board of Directors. National Bank Financial is acting as financial advisor to Orogen and Osler, Hoskin & Harcourt LLP is acting as legal counsel to Orogen. National Bank Financial provided a fairness opinion to the Orogen Board of Directors. Triple Flag Precious Metals Corp. (TSX:TFPM) completed the acquisition of Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others on July 9, 2025.Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • May 16First quarter dividend of CA$0.09 announcedDividend of CA$0.09 is the same as last year. Ex-date: 30th May 2025 Payment date: 16th June 2025 Dividend yield will be 1.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 16% 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 90% over the next 3 years. Since a fall of 82% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.Reported Earnings • May 15First quarter 2025 earnings released: EPS: CA$0.13 (vs CA$0.10 in 1Q 2024)First quarter 2025 results: EPS: CA$0.13 (up from CA$0.10 in 1Q 2024). Revenue: CA$12.6m (down 9.3% from 1Q 2024). Net income: CA$6.20m (up 31% from 1Q 2024). Profit margin: 49% (up from 34% in 1Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • May 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 14Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 16, 2025Altius Minerals Corporation declared a quarterly dividend of $0.09 per share, payable to all shareholders of record at the close of business on May 30, 2025. The dividend is expected to be paid on or about June 16, 2025.お知らせ • Apr 23Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million.Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million on April 21, 2025. Pursuant to the Transaction, Orogen shareholders may elect to receive either CAD 1.63 in cash or 0.05355 of a Triple Flag share per each Orogen share held, and will also receive 0.25 shares in the newly created Orogen Spinco, representing approximately CAD 0.37 per each Orogen share. This represents a total consideration of CAD 2.00 per Orogen common share on a fully diluted basis, calculated using the closing price of Triple Flag shares on April 17, 2025 of CAD 30.44. The total consideration paid by Triple Flag (excluding the value of Orogen Spinco) is approximately CAD 343 million. The shareholder election will be subject to pro-ration such that the cash and share portions of the consideration will represent 50% and 50% of the total consideration (excluding the value of Orogen Spinco), respectively. Orogen shareholders who do not elect to receive either Triple Flag shares or cash will be deemed to elect a default consideration of 0.05355 of a Triple Flag share per Orogen share, in addition to 0.25 shares in Orogen Spinco per Orogen share. The transaction includes customary provisions, including non-solicitation by Orogen of alternative transactions, a right of Triple Flag to match superior proposals, and an approximately $12.5 million (CAD 17,266,750) termination fee, payable under certain circumstances. Triple Flag will finance the cash consideration from its existing undrawn $700 million (CAD 966,938,000) credit facility. Triple Flag has agreed to separately invest CAD 10 million to obtain an approximate 11% interest in Orogen Spinco. The transaction is to be a court-approved plan of arrangement under the Business Corporations Act (British Columbia) requiring the approval at a special meeting of at least (i) 66 2/3% of votes cast by shareholders of Orogen and (ii) a majority of votes cast by Orogen shareholders excluding the votes attributable to certain members of management. Completion is subject to regulatory and court approvals and other customary closing conditions, including the listing of Orogen Spinco on the TSX.V. The Board of Directors of Triple Flag and the Board of Directors of Orogen have unanimously approved the Transaction and recommend that shareholders vote in favor of the Transaction. Closing is expected in Q3 2025. Scotiabank is acting as financial advisor to Triple Flag and Torys LLP is acting as legal counsel to Triple Flag. Scotiabank provided a fairness opinion to the Triple Flag Board of Directors. National Bank Financial is acting as financial advisor to Orogen and Osler, Hoskin & Harcourt LLP is acting as legal counsel to Orogen. National Bank Financial provided a fairness opinion to the Orogen Board of Directors.お知らせ • Apr 18Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2025Altius Minerals Corporation provided revenue guidance for the first quarter of 2025. For the quarter, the company expected attributable royalty revenue of $15.0 million.お知らせ • Apr 17Altius Minerals Corporation to Report Q1, 2025 Results on May 13, 2025Altius Minerals Corporation announced that they will report Q1, 2025 results After-Market on May 13, 2025Buy Or Sell Opportunity • Apr 14Now 20% overvaluedOver the last 90 days, the stock has fallen 9.5% to CA$24.27. The fair value is estimated to be CA$20.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 4.0%. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to decline by 77% in the next 2 years.Declared Dividend • Mar 18Fourth quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 19th March 2025 Payment date: 2nd April 2025 Dividend yield will be 1.4%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 16% 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 84% over the next 3 years. Since a fall of 82% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: CA$2.16 (vs CA$0.20 in FY 2023)Full year 2024 results: EPS: CA$2.16 (up from CA$0.20 in FY 2023). Revenue: CA$58.2m (down 16% from FY 2023). Net income: CA$100.8m (up CA$91.2m from FY 2023). Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to grow by 1.9%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Mar 12Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About April 02, 2025Altius Minerals Corporation declared a quarterly dividend of $0.09 per share, payable to all shareholders of record at the close of business on March 19, 2025. The dividend is expected to be paid on or about April 02, 2025.お知らせ • Mar 04Altius Minerals Corporation, Annual General Meeting, May 14, 2025Altius Minerals Corporation, Annual General Meeting, May 14, 2025.Board Change • Feb 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jan 28Altius Minerals Corporation to Report Q4, 2024 Results on Mar 11, 2025Altius Minerals Corporation announced that they will report Q4, 2024 results After-Market on Mar 11, 2025Board Change • Jan 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Dec 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • Nov 18Third quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 29th November 2024 Payment date: 16th December 2024 Dividend yield will be 1.4%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (55% cash payout ratio). The dividend has increased by an average of 16% 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. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 26% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: CA$0.06 (vs CA$0.078 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.06 (down from CA$0.078 in 3Q 2023). Revenue: CA$13.0m (down 14% from 3Q 2023). Net income: CA$2.85m (down 23% from 3Q 2023). Profit margin: 22% (down from 24% in 3Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Oct 17+ 1 more updateAltius Minerals Corporation to Report Nine Months, 2024 Results on Nov 07, 2024Altius Minerals Corporation announced that they will report nine months, 2024 results on Nov 07, 2024Declared Dividend • Aug 14Second quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 30th August 2024 Payment date: 16th September 2024 Dividend yield will be 1.5%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 18% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 32% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: CA$0.18 (vs CA$0.065 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.18 (up from CA$0.065 in 2Q 2023). Revenue: CA$19.5m (up 13% from 2Q 2023). Net income: CA$8.44m (up 174% from 2Q 2023). Profit margin: 43% (up from 18% in 2Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in the United Kingdom.お知らせ • Aug 09Altius Minerals Corporation Declares Quarterly Dividend , Payable or about September 16, 2024Altius Minerals Corporation announced that board of directors has declared a quarterly dividend of $0.09 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on August 30, 2024. The dividend is expected to be paid on or about September 16, 2024.お知らせ • Jul 19Altius Minerals Corporation to Report Q2, 2024 Results on Aug 08, 2024Altius Minerals Corporation announced that they will report Q2, 2024 results After-Market on Aug 08, 2024Board Change • Jun 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • May 24Upcoming dividend of CA$0.09 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.7%).Board Change • May 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 10Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 14, 2024The Altius Minerals Corporation’s board of directors has declared an increased quarterly dividend of $0.09 per share, which represents a 12.5% increase over recent quarterly levels. The current quarterly dividend is payable to all shareholders of record at the close of business on May 31, 2024. The dividend is expected to be paid on or about June 14, 2024.お知らせ • Apr 20Altius Minerals Corporation to Report Q1, 2024 Results on May 08, 2024Altius Minerals Corporation announced that they will report Q1, 2024 results After-Market on May 08, 2024お知らせ • Apr 19Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2024Altius Minerals Corporation provided revenue guidance for the first quarter of 2024. For the quarter, the company expected attributable royalty revenue of approximately $17.4 million.お知らせ • Mar 13Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About April 01, 2024Altius Minerals Corporation declared a quarterly dividend of $0.08 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on March 18, 2024. The dividend is expected to be paid on or about April 01, 2024.New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).Reported Earnings • Mar 12Full year 2023 earnings released: EPS: CA$0.20 (vs CA$0.82 in FY 2022)Full year 2023 results: EPS: CA$0.20 (down from CA$0.82 in FY 2022). Revenue: CA$69.0m (down 32% from FY 2022). Net income: CA$9.54m (down 75% from FY 2022). Profit margin: 14% (down from 37% in FY 2022). Revenue is expected to decline by 4.5% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to grow by 1.0%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 02Altius Minerals Corporation, Annual General Meeting, May 17, 2024Altius Minerals Corporation, Annual General Meeting, May 17, 2024.お知らせ • Jan 24Altius Minerals Corporation to Report Q4, 2023 Results on Mar 11, 2024Altius Minerals Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 11, 2024Board Change • Dec 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Nov 22Upcoming dividend of CA$0.08 per share at 1.7% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (6.2%). Lower than average of industry peers (7.1%).Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Nov 10Altius Minerals Corporation Declares Quarterly Dividend, Payable on December 15, 2023Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.08 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on November 30, 2023. The dividend is expected to be paid on or about December 15, 2023.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Aug 23Upcoming dividend of CA$0.08 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (6.4%). Lower than average of industry peers (7.5%).New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CA$0.06 (vs CA$0.17 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.06 (down from CA$0.17 in 2Q 2022). Revenue: CA$17.3m (down 37% from 2Q 2022). Net income: CA$3.08m (down 63% from 2Q 2022). Profit margin: 18% (down from 30% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat.お知らせ • Aug 09Altius Minerals Corporation Declares A Quarterly Dividend, Payable on or About September 15, 2023Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.08 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on August 31, 2023. The dividend is expected to be paid on or about September 15, 2023.お知らせ • Jul 23+ 1 more updateAltius Minerals Corporation to Report Q2, 2023 Results on Aug 08, 2023Altius Minerals Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023New Risk • Jul 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% 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 3.7% per year for the foreseeable future.お知らせ • Jun 22Altius Minerals Corporation (TSX:ALS) and Orogen Royalties Inc. (TSXV:OGN) acquired Firenze gold-silver project in Nevada, USA.Altius Minerals Corporation (TSX:ALS) and Orogen Royalties Inc. (TSXV:OGN) acquired Firenze gold-silver project in Nevada, USA on June 21, 2023. The Firenze project is available for sale or option.Altius Minerals Corporation (TSX:ALS) and Orogen Royalties Inc. (TSXV:OGN) completed the acquisition of Firenze gold-silver project in Nevada, USA on June 21, 2023.New Risk • Jun 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 0.4% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (CA$3.7m sold).お知らせ • May 11Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 30, 2023Altius Minerals Corporation board of directors has declared a quarterly dividend of $0.08per share. The current quarterly dividend is payable to all shareholders of record at the close of business on June 15, 2023. The dividend is expected to be paid on or about June 30, 2023.Reported Earnings • May 10First quarter 2023 earnings released: EPS: CA$0.11 (vs CA$0.29 in 1Q 2022)First quarter 2023 results: EPS: CA$0.11 (down from CA$0.29 in 1Q 2022). Revenue: CA$22.7m (down 16% from 1Q 2022). Net income: CA$5.06m (down 58% from 1Q 2022). Profit margin: 22% (down from 45% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat.Recent Insider Transactions • Mar 26Co-Founder recently sold CA$3.7m worth of stockOn the 24th of March, Brian Dalton sold around 166k shares on-market at roughly CA$22.41 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: CA$0.82 (vs CA$0.97 in FY 2021)Full year 2022 results: EPS: CA$0.82 (down from CA$0.97 in FY 2021). Revenue: CA$102.0m (up 25% from FY 2021). Net income: CA$37.5m (down 6.3% from FY 2021). Profit margin: 37% (down from 49% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 6.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26Altius Minerals Corporation to Report Q4, 2022 Results on Mar 07, 2023Altius Minerals Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Mar 07, 2023Recent Insider Transactions • Jan 20Independent Director recently sold CA$137k worth of stockOn the 12th of January, James Digby Strauss sold around 6k shares on-market at roughly CA$22.79 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CA$191k. Insiders have been net sellers, collectively disposing of CA$315k more than they bought in the last 12 months.Upcoming Dividend • Aug 23Upcoming dividend of CA$0.08 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (9.1%).Reported Earnings • May 12First quarter 2022 earnings released: EPS: CA$0.29 (vs CA$0.28 in 1Q 2021)First quarter 2022 results: EPS: CA$0.29 (up from CA$0.28 in 1Q 2021). Revenue: CA$27.1m (up 55% from 1Q 2021). Net income: CA$12.1m (up 3.6% from 1Q 2021). Profit margin: 45% (down from 67% in 1Q 2021). Over the next year, revenue is forecast to grow 2.1%, compared to a 20% growth forecast for the industry in the United Kingdom.Board Change • May 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Andre Gaumond was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CA$0.97 (up from CA$0.65 loss in FY 2020). Revenue: CA$81.7m (up 36% from FY 2020). Net income: CA$40.0m (up CA$66.9m from FY 2020). Profit margin: 49% (up from net loss in FY 2020). Revenue missed analyst estimates by 1.3%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the mining industry in the United Kingdom.Board Change • Feb 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Andre Gaumond was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.業績と収益の成長予測LSE:0UHC - アナリストの将来予測と過去の財務データ ( )CAD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028131808174412/31/2027119647063412/31/20269940-344053/31/202663295-2-2N/A12/31/20255429956N/A9/30/2025513612626N/A6/30/202547992022N/A3/31/2025571022427N/A12/31/2024581012528N/A9/30/202460143132N/A6/30/202462153133N/A3/31/20246093638N/A12/31/202369103537N/A9/30/202377184648N/A6/30/202388256061N/A3/31/202398305961N/A12/31/2022102377072N/A9/30/2022103346669N/A6/30/202297336062N/A3/31/202291405254N/A12/31/202182404647N/A9/30/202181504345N/A6/30/20217502932N/A3/31/202165-123436N/A12/31/202060-273437N/A9/30/202052-302730N/A6/30/202052143335N/A3/31/20205782932N/A12/31/20196117N/A27N/A9/30/201961-4N/A28N/A6/30/201959-2N/A21N/A3/31/2019575N/A19N/A12/31/2018491N/A15N/A12/31/20174527N/A19N/A10/31/201737-57N/A16N/A7/31/201730-63N/A10N/A4/30/201725-65N/A6N/A1/31/201720-84N/A3N/A10/31/201615-33N/A-2N/A7/31/201612-35N/A-5N/A4/30/201611-38N/A-6N/A1/31/20169-10N/A-8N/A10/31/201582N/A-10N/A7/31/20155-23N/A-13N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0UHCの収益は今後 3 年間で減少すると予測されています (年間-28.2% )。収益対市場: 0UHCの収益は今後 3 年間で減少すると予測されています (年間-28.2% )。高成長収益: 0UHCの収益は今後 3 年間で減少すると予測されています。収益対市場: 0UHCの収益 ( 14.6% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0UHCの収益 ( 14.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0UHCの 自己資本利益率 は、3年後には低くなると予測されています ( 4.2 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 00:46終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Altius Minerals Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Richard GrayATB CormarkRichard GrayATB Cormark Historical (Cormark Securities)Rene CartierBMO Capital Markets Equity Research9 その他のアナリストを表示
お知らせ • Oct 16+ 1 more updateAltius Minerals Corporation Provides Revenue Guidance for the Third Quarter of Fiscal Year 2025Altius Minerals Corporation provided revenue guidance for the third quarter of fiscal year 2025. For the period, the expects to report Third Quarter 2025 attributable royalty revenue of approximately $21.2 million.
お知らせ • Apr 18Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2025Altius Minerals Corporation provided revenue guidance for the first quarter of 2025. For the quarter, the company expected attributable royalty revenue of $15.0 million.
お知らせ • Apr 19Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2024Altius Minerals Corporation provided revenue guidance for the first quarter of 2024. For the quarter, the company expected attributable royalty revenue of approximately $17.4 million.
Declared Dividend • May 16First quarter dividend of CA$0.10 announcedShareholders will receive a dividend of CA$0.10. Ex-date: 29th May 2026 Payment date: 15th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 7.3%.
お知らせ • May 14Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 15, 2026Altius Minerals Corporation board of directors has declared a quarterly dividend of $0.10 per share, payable to all shareholders of record at the close of business on May 29, 2026. The dividend is expected to be paid on or about June 15, 2026.
Reported Earnings • May 14First quarter 2026 earnings released: EPS: CA$0.05 (vs CA$0.13 in 1Q 2025)First quarter 2026 results: EPS: CA$0.05 (down from CA$0.13 in 1Q 2025). Revenue: CA$22.2m (up 76% from 1Q 2025). Net income: CA$2.45m (down 61% from 1Q 2025). Profit margin: 11% (down from 49% in 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 21Altius Minerals Corporation to Report Q1, 2026 Results on May 12, 2026Altius Minerals Corporation announced that they will report Q1, 2026 results After-Market on May 12, 2026
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CA$47.03, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$32.15 per share.
Declared Dividend • Mar 14Fourth quarter dividend of CA$0.10 announcedShareholders will receive a dividend of CA$0.10. Ex-date: 19th March 2026 Payment date: 2nd April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 414%.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: CA$6.45 (vs CA$2.16 in FY 2024)Full year 2025 results: EPS: CA$6.45 (up from CA$2.16 in FY 2024). Revenue: CA$53.7m (down 7.6% from FY 2024). Net income: CA$298.6m (up 196% from FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 11Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About April 02, 2026Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.10 per share, payable to all shareholders of record at the close of business on March 19, 2026. The dividend is expected to be paid on or about April 02, 2026.
New Risk • Mar 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 44% per year for the foreseeable future. High level of non-cash earnings (55% accrual ratio). Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).
お知らせ • Mar 03Altius Minerals Corporation, Annual General Meeting, May 13, 2026Altius Minerals Corporation, Annual General Meeting, May 13, 2026.
お知らせ • Jan 27Altius Minerals Corporation to Report Q4, 2025 Results on Mar 10, 2026Altius Minerals Corporation announced that they will report Q4, 2025 results After-Market on Mar 10, 2026
Board Change • Jan 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Dec 22Altius Minerals Corporation (TSX:ALS) entered into a definitive agreement to acquire Lithium Royalty Corp. (TSX:LIRC) for approximately CAD 300 million.Altius Minerals Corporation (TSX:ALS) entered into a definitive agreement to acquire Lithium Royalty Corp. (TSX:LIRC) for approximately CAD 300 million on December 22, 2025. The Agreed Price is payable by Altius at the shareholders’ election as CAD 9.50 in cash or 0.240 of a common share of Altius (the “Altius Shares”), subject to proration to ensure the aggregate cash consideration represents no more than 1/3 of the aggregate consideration and the share consideration represents no more than 11,500,000 Altius Shares. LRC shareholders who do not elect cash or Altius Shares (subject to proration) will receive default consideration of CAD 3.16 per LRC Share in cash and 0.16 Altius Shares per LRC Share. A break fee of CAD 23.4 million is payable to Altius by LRC under specified events including if the Arrangement Agreement is terminated as a result of a superior proposal and in the event the LRC Board changes its recommendation for shareholders to vote in favour of the Transaction The transaction is subject to customary closing conditions including approval by receipt of any required regulatory approvals under the Competition Act and customary stock exchange approvals, approval of merger agreement by target board, approval of offer by target shareholders, customary non-solicitation provisions, subject to court approval and approval of a simple majority of the minority of the votes cast by holders of subordinate voting shares excluding Royal Capital limited partnership shareholders and any other shareholders required to be excluded in accordance with MI 61-101. The expected completion of the transaction is in first quarter of 2026. McCarthy Tétrault LLP acted as legal advisor for Altius Minerals Corporation. Scotia Capital Inc. acted as financial advisor for Altius Minerals Corporation.
Board Change • Dec 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Nov 24Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 4.8% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.3%).
Board Change • Nov 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 66% per year for the foreseeable future. High level of non-cash earnings (55% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Significant insider selling over the past 3 months (CA$329k sold).
Declared Dividend • Nov 14Third quarter dividend of CA$0.10 announcedShareholders will receive a dividend of CA$0.10. Ex-date: 28th November 2025 Payment date: 15th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 64%.
New Risk • Nov 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 55% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 105% per year for the foreseeable future. High level of non-cash earnings (55% accrual ratio). Minor Risk Significant insider selling over the past 3 months (CA$329k sold).
お知らせ • Nov 12Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About December 15, 2025Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.10 per share, payable to all shareholders of record at the close of business on November 28, 2025. The dividend is expected to be paid on or about December 15, 2025.
Recent Insider Transactions • Oct 21Independent Director recently sold CA$329k worth of stockOn the 17th of October, James Digby Strauss sold around 10k shares on-market at roughly CA$33.97 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$421k more than they bought in the last 12 months.
お知らせ • Oct 16+ 1 more updateAltius Minerals Corporation Provides Revenue Guidance for the Third Quarter of Fiscal Year 2025Altius Minerals Corporation provided revenue guidance for the third quarter of fiscal year 2025. For the period, the expects to report Third Quarter 2025 attributable royalty revenue of approximately $21.2 million.
お知らせ • Oct 14Altitude Minerals Ltd (ASX:ATT) signed a purchase and sale agreement to acquire Firenze gold-silver project in Nevada, USA from Orogen Royalties Inc. (TSXV:OGN) and Altius Minerals Corporation (TSX:ALS) for $0.43 million.Altitude Minerals Ltd (ASX:ATT) signed a purchase and sale agreement to acquire Firenze gold-silver project in Nevada, USA from Orogen Royalties Inc. (TSXV:OGN) and Altius Minerals Corporation (TSX:ALS) for $0.43 million on October 14, 2025. The consideration consists of $0.43 million where, $0.3 million is paid at the time of signing a Letter of Intent, $0.1 million on signing the agreement, and $0.3 million in cash or shares on or before November 30, 2025, at the election of Altitude. Altitude will also grant a 3% net smelter return ("NSR") royalty of which 1% can be purchased for $1.5 million.
お知らせ • Oct 01+ 1 more updateAltius Minerals Corporation Announces Board ChangesAltius Minerals Corporation announced that Chad Wells steps down as Corporate Secretary to the Board. Also effective September 30, 2025, John Baker, who has served as a director of the Corporation since its founding, and since 2014 as its Executive Chairman, has stepped down from the Board and been appointed President of the Corporation, while current lead independent director Fred Mifflin has assumed the role of independent Chair of the Board. Flora Wood, Vice-President Investor Relations & Sustainability, has added the Corporate Secretary role to her responsibilities. Brian Dalton has also committed to a minimum five year extension of his contract to serve as Chief Executive Officer, subject to the ongoing discretion of the board as it relates to appointing its senior executive officers.
Declared Dividend • Aug 19Second quarter dividend increased to CA$0.10Dividend of CA$0.10 is 11% higher than last year. Ex-date: 29th August 2025 Payment date: 15th September 2025 Dividend yield will be 1.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (17% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 16% 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 58% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.
Board Change • Aug 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: CA$0.12 (vs CA$0.18 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.12 (down from CA$0.18 in 2Q 2024). Revenue: CA$9.82m (down 50% from 2Q 2024). Net income: CA$5.35m (down 37% from 2Q 2024). Profit margin: 54% (up from 43% in 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Metals and Mining industry in the United Kingdom.
お知らせ • Aug 12Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About September 15, 2025Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.10 per share, which represents an increase of 11% over recent quarterly amounts, payable to all shareholders of record at the close of business on August 29, 2025. The dividend is expected to be paid on or about September 15, 2025.
Recent Insider Transactions • Aug 06Senior VP & CFO recently sold CA$208k worth of stockOn the 1st of August, Benjamin Lewis sold around 7k shares on-market at roughly CA$29.23 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Benjamin's only on-market trade for the last 12 months.
お知らせ • Jul 16Altius Minerals Corporation to Report Q2, 2025 Results on Aug 11, 2025Altius Minerals Corporation announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
お知らせ • Jul 10Triple Flag Precious Metals Corp. (TSX:TFPM) completed the acquisition of Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others.Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million on April 21, 2025. Pursuant to the Transaction, Orogen shareholders may elect to receive either CAD 1.63 in cash or 0.05355 of a Triple Flag share per each Orogen share held, and will also receive 0.25 shares in the newly created Orogen Spinco, representing approximately CAD 0.37 per each Orogen share. This represents a total consideration of CAD 2.00 per Orogen common share on a fully diluted basis, calculated using the closing price of Triple Flag shares on April 17, 2025 of CAD 30.44. The total consideration paid by Triple Flag (excluding the value of Orogen Spinco) is approximately CAD 343 million. The shareholder election will be subject to pro-ration such that the cash and share portions of the consideration will represent 50% and 50% of the total consideration (excluding the value of Orogen Spinco), respectively. Orogen shareholders who do not elect to receive either Triple Flag shares or cash will be deemed to elect a default consideration of 0.05355 of a Triple Flag share per Orogen share, in addition to 0.25 shares in Orogen Spinco per Orogen share. The transaction includes customary provisions, including non-solicitation by Orogen of alternative transactions, a right of Triple Flag to match superior proposals, and an approximately $12.5 million (CAD 17,266,750) termination fee, payable under certain circumstances. Triple Flag will finance the cash consideration from its existing undrawn $700 million (CAD 966,938,000) credit facility. As of May 28, 2025 Orogen Royalties Inc scheduled the the Meeting of the holders on June 27, 2025 at 10:00 a.m. (Pacific time) to approve a proposed arrangement entered into by the Company and Triple Flag Precious Metals Corp. On June 18, 2025 Orogen Royalties Inc is pleased to announce that Institutional Shareholder Services Inc and other similar advisory firms have each recommended that Orogen shareholders vote FOR the Arrangement Resolution with Triple Flag Precious Metals Corp. Triple Flag has agreed to separately invest CAD 10 million to obtain an approximate 11% interest in Orogen Spinco. The transaction is to be a court-approved plan of arrangement under the Business Corporations Act (British Columbia) requiring the approval at a special meeting of at least (i) 66 2/3% of votes cast by shareholders of Orogen and (ii) a majority of votes cast by Orogen shareholders excluding the votes attributable to certain members of management. Completion is subject to regulatory and court approvals and other customary closing conditions, including the listing of Orogen Spinco on the TSX.V. The Board of Directors of Triple Flag and the Board of Directors of Orogen have unanimously approved the Transaction and recommend that shareholders vote in favor of the Transaction. Closing is expected in Q3 2025. On June 30, 2025 The deal has been approved by Orogen Shareholder and deal expected to occur on July 9, 2025. The Court hearing for the final order is scheduled to take place on July 2, 2025. Scotiabank is acting as financial advisor to Triple Flag and Torys LLP is acting as legal counsel to Triple Flag. Scotiabank provided a fairness opinion to the Triple Flag Board of Directors. National Bank Financial is acting as financial advisor to Orogen and Osler, Hoskin & Harcourt LLP is acting as legal counsel to Orogen. National Bank Financial provided a fairness opinion to the Orogen Board of Directors. Triple Flag Precious Metals Corp. (TSX:TFPM) completed the acquisition of Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others on July 9, 2025.
Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • May 16First quarter dividend of CA$0.09 announcedDividend of CA$0.09 is the same as last year. Ex-date: 30th May 2025 Payment date: 16th June 2025 Dividend yield will be 1.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 16% 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 90% over the next 3 years. Since a fall of 82% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: CA$0.13 (vs CA$0.10 in 1Q 2024)First quarter 2025 results: EPS: CA$0.13 (up from CA$0.10 in 1Q 2024). Revenue: CA$12.6m (down 9.3% from 1Q 2024). Net income: CA$6.20m (up 31% from 1Q 2024). Profit margin: 49% (up from 34% in 1Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • May 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 14Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 16, 2025Altius Minerals Corporation declared a quarterly dividend of $0.09 per share, payable to all shareholders of record at the close of business on May 30, 2025. The dividend is expected to be paid on or about June 16, 2025.
お知らせ • Apr 23Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million.Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million on April 21, 2025. Pursuant to the Transaction, Orogen shareholders may elect to receive either CAD 1.63 in cash or 0.05355 of a Triple Flag share per each Orogen share held, and will also receive 0.25 shares in the newly created Orogen Spinco, representing approximately CAD 0.37 per each Orogen share. This represents a total consideration of CAD 2.00 per Orogen common share on a fully diluted basis, calculated using the closing price of Triple Flag shares on April 17, 2025 of CAD 30.44. The total consideration paid by Triple Flag (excluding the value of Orogen Spinco) is approximately CAD 343 million. The shareholder election will be subject to pro-ration such that the cash and share portions of the consideration will represent 50% and 50% of the total consideration (excluding the value of Orogen Spinco), respectively. Orogen shareholders who do not elect to receive either Triple Flag shares or cash will be deemed to elect a default consideration of 0.05355 of a Triple Flag share per Orogen share, in addition to 0.25 shares in Orogen Spinco per Orogen share. The transaction includes customary provisions, including non-solicitation by Orogen of alternative transactions, a right of Triple Flag to match superior proposals, and an approximately $12.5 million (CAD 17,266,750) termination fee, payable under certain circumstances. Triple Flag will finance the cash consideration from its existing undrawn $700 million (CAD 966,938,000) credit facility. Triple Flag has agreed to separately invest CAD 10 million to obtain an approximate 11% interest in Orogen Spinco. The transaction is to be a court-approved plan of arrangement under the Business Corporations Act (British Columbia) requiring the approval at a special meeting of at least (i) 66 2/3% of votes cast by shareholders of Orogen and (ii) a majority of votes cast by Orogen shareholders excluding the votes attributable to certain members of management. Completion is subject to regulatory and court approvals and other customary closing conditions, including the listing of Orogen Spinco on the TSX.V. The Board of Directors of Triple Flag and the Board of Directors of Orogen have unanimously approved the Transaction and recommend that shareholders vote in favor of the Transaction. Closing is expected in Q3 2025. Scotiabank is acting as financial advisor to Triple Flag and Torys LLP is acting as legal counsel to Triple Flag. Scotiabank provided a fairness opinion to the Triple Flag Board of Directors. National Bank Financial is acting as financial advisor to Orogen and Osler, Hoskin & Harcourt LLP is acting as legal counsel to Orogen. National Bank Financial provided a fairness opinion to the Orogen Board of Directors.
お知らせ • Apr 18Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2025Altius Minerals Corporation provided revenue guidance for the first quarter of 2025. For the quarter, the company expected attributable royalty revenue of $15.0 million.
お知らせ • Apr 17Altius Minerals Corporation to Report Q1, 2025 Results on May 13, 2025Altius Minerals Corporation announced that they will report Q1, 2025 results After-Market on May 13, 2025
Buy Or Sell Opportunity • Apr 14Now 20% overvaluedOver the last 90 days, the stock has fallen 9.5% to CA$24.27. The fair value is estimated to be CA$20.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 4.0%. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to decline by 77% in the next 2 years.
Declared Dividend • Mar 18Fourth quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 19th March 2025 Payment date: 2nd April 2025 Dividend yield will be 1.4%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 16% 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 84% over the next 3 years. Since a fall of 82% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: CA$2.16 (vs CA$0.20 in FY 2023)Full year 2024 results: EPS: CA$2.16 (up from CA$0.20 in FY 2023). Revenue: CA$58.2m (down 16% from FY 2023). Net income: CA$100.8m (up CA$91.2m from FY 2023). Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to grow by 1.9%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Mar 12Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About April 02, 2025Altius Minerals Corporation declared a quarterly dividend of $0.09 per share, payable to all shareholders of record at the close of business on March 19, 2025. The dividend is expected to be paid on or about April 02, 2025.
お知らせ • Mar 04Altius Minerals Corporation, Annual General Meeting, May 14, 2025Altius Minerals Corporation, Annual General Meeting, May 14, 2025.
Board Change • Feb 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jan 28Altius Minerals Corporation to Report Q4, 2024 Results on Mar 11, 2025Altius Minerals Corporation announced that they will report Q4, 2024 results After-Market on Mar 11, 2025
Board Change • Jan 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Dec 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • Nov 18Third quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 29th November 2024 Payment date: 16th December 2024 Dividend yield will be 1.4%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (55% cash payout ratio). The dividend has increased by an average of 16% 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. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 26% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: CA$0.06 (vs CA$0.078 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.06 (down from CA$0.078 in 3Q 2023). Revenue: CA$13.0m (down 14% from 3Q 2023). Net income: CA$2.85m (down 23% from 3Q 2023). Profit margin: 22% (down from 24% in 3Q 2023). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Oct 17+ 1 more updateAltius Minerals Corporation to Report Nine Months, 2024 Results on Nov 07, 2024Altius Minerals Corporation announced that they will report nine months, 2024 results on Nov 07, 2024
Declared Dividend • Aug 14Second quarter dividend of CA$0.09 announcedShareholders will receive a dividend of CA$0.09. Ex-date: 30th August 2024 Payment date: 16th September 2024 Dividend yield will be 1.5%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 18% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 32% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: CA$0.18 (vs CA$0.065 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.18 (up from CA$0.065 in 2Q 2023). Revenue: CA$19.5m (up 13% from 2Q 2023). Net income: CA$8.44m (up 174% from 2Q 2023). Profit margin: 43% (up from 18% in 2Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in the United Kingdom.
お知らせ • Aug 09Altius Minerals Corporation Declares Quarterly Dividend , Payable or about September 16, 2024Altius Minerals Corporation announced that board of directors has declared a quarterly dividend of $0.09 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on August 30, 2024. The dividend is expected to be paid on or about September 16, 2024.
お知らせ • Jul 19Altius Minerals Corporation to Report Q2, 2024 Results on Aug 08, 2024Altius Minerals Corporation announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
Board Change • Jun 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • May 24Upcoming dividend of CA$0.09 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.7%).
Board Change • May 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 10Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 14, 2024The Altius Minerals Corporation’s board of directors has declared an increased quarterly dividend of $0.09 per share, which represents a 12.5% increase over recent quarterly levels. The current quarterly dividend is payable to all shareholders of record at the close of business on May 31, 2024. The dividend is expected to be paid on or about June 14, 2024.
お知らせ • Apr 20Altius Minerals Corporation to Report Q1, 2024 Results on May 08, 2024Altius Minerals Corporation announced that they will report Q1, 2024 results After-Market on May 08, 2024
お知らせ • Apr 19Altius Minerals Corporation Provides Revenue Guidance for the First Quarter of 2024Altius Minerals Corporation provided revenue guidance for the first quarter of 2024. For the quarter, the company expected attributable royalty revenue of approximately $17.4 million.
お知らせ • Mar 13Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About April 01, 2024Altius Minerals Corporation declared a quarterly dividend of $0.08 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on March 18, 2024. The dividend is expected to be paid on or about April 01, 2024.
New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: CA$0.20 (vs CA$0.82 in FY 2022)Full year 2023 results: EPS: CA$0.20 (down from CA$0.82 in FY 2022). Revenue: CA$69.0m (down 32% from FY 2022). Net income: CA$9.54m (down 75% from FY 2022). Profit margin: 14% (down from 37% in FY 2022). Revenue is expected to decline by 4.5% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to grow by 1.0%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 02Altius Minerals Corporation, Annual General Meeting, May 17, 2024Altius Minerals Corporation, Annual General Meeting, May 17, 2024.
お知らせ • Jan 24Altius Minerals Corporation to Report Q4, 2023 Results on Mar 11, 2024Altius Minerals Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 11, 2024
Board Change • Dec 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Nov 22Upcoming dividend of CA$0.08 per share at 1.7% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (6.2%). Lower than average of industry peers (7.1%).
Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Nov 10Altius Minerals Corporation Declares Quarterly Dividend, Payable on December 15, 2023Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.08 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on November 30, 2023. The dividend is expected to be paid on or about December 15, 2023.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Teresa Conway was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Aug 23Upcoming dividend of CA$0.08 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (6.4%). Lower than average of industry peers (7.5%).
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CA$0.06 (vs CA$0.17 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.06 (down from CA$0.17 in 2Q 2022). Revenue: CA$17.3m (down 37% from 2Q 2022). Net income: CA$3.08m (down 63% from 2Q 2022). Profit margin: 18% (down from 30% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat.
お知らせ • Aug 09Altius Minerals Corporation Declares A Quarterly Dividend, Payable on or About September 15, 2023Altius Minerals Corporation’s board of directors has declared a quarterly dividend of $0.08 per share. The current quarterly dividend is payable to all shareholders of record at the close of business on August 31, 2023. The dividend is expected to be paid on or about September 15, 2023.
お知らせ • Jul 23+ 1 more updateAltius Minerals Corporation to Report Q2, 2023 Results on Aug 08, 2023Altius Minerals Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
New Risk • Jul 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% 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 3.7% per year for the foreseeable future.
お知らせ • Jun 22Altius Minerals Corporation (TSX:ALS) and Orogen Royalties Inc. (TSXV:OGN) acquired Firenze gold-silver project in Nevada, USA.Altius Minerals Corporation (TSX:ALS) and Orogen Royalties Inc. (TSXV:OGN) acquired Firenze gold-silver project in Nevada, USA on June 21, 2023. The Firenze project is available for sale or option.Altius Minerals Corporation (TSX:ALS) and Orogen Royalties Inc. (TSXV:OGN) completed the acquisition of Firenze gold-silver project in Nevada, USA on June 21, 2023.
New Risk • Jun 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 0.4% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (CA$3.7m sold).
お知らせ • May 11Altius Minerals Corporation Declares Quarterly Dividend, Payable on or About June 30, 2023Altius Minerals Corporation board of directors has declared a quarterly dividend of $0.08per share. The current quarterly dividend is payable to all shareholders of record at the close of business on June 15, 2023. The dividend is expected to be paid on or about June 30, 2023.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: CA$0.11 (vs CA$0.29 in 1Q 2022)First quarter 2023 results: EPS: CA$0.11 (down from CA$0.29 in 1Q 2022). Revenue: CA$22.7m (down 16% from 1Q 2022). Net income: CA$5.06m (down 58% from 1Q 2022). Profit margin: 22% (down from 45% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat.
Recent Insider Transactions • Mar 26Co-Founder recently sold CA$3.7m worth of stockOn the 24th of March, Brian Dalton sold around 166k shares on-market at roughly CA$22.41 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: CA$0.82 (vs CA$0.97 in FY 2021)Full year 2022 results: EPS: CA$0.82 (down from CA$0.97 in FY 2021). Revenue: CA$102.0m (up 25% from FY 2021). Net income: CA$37.5m (down 6.3% from FY 2021). Profit margin: 37% (down from 49% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 6.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26Altius Minerals Corporation to Report Q4, 2022 Results on Mar 07, 2023Altius Minerals Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Mar 07, 2023
Recent Insider Transactions • Jan 20Independent Director recently sold CA$137k worth of stockOn the 12th of January, James Digby Strauss sold around 6k shares on-market at roughly CA$22.79 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CA$191k. Insiders have been net sellers, collectively disposing of CA$315k more than they bought in the last 12 months.
Upcoming Dividend • Aug 23Upcoming dividend of CA$0.08 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (9.1%).
Reported Earnings • May 12First quarter 2022 earnings released: EPS: CA$0.29 (vs CA$0.28 in 1Q 2021)First quarter 2022 results: EPS: CA$0.29 (up from CA$0.28 in 1Q 2021). Revenue: CA$27.1m (up 55% from 1Q 2021). Net income: CA$12.1m (up 3.6% from 1Q 2021). Profit margin: 45% (down from 67% in 1Q 2021). Over the next year, revenue is forecast to grow 2.1%, compared to a 20% growth forecast for the industry in the United Kingdom.
Board Change • May 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Andre Gaumond was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CA$0.97 (up from CA$0.65 loss in FY 2020). Revenue: CA$81.7m (up 36% from FY 2020). Net income: CA$40.0m (up CA$66.9m from FY 2020). Profit margin: 49% (up from net loss in FY 2020). Revenue missed analyst estimates by 1.3%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the mining industry in the United Kingdom.
Board Change • Feb 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Andre Gaumond was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.