Electric Royalti Stock Price, News & Analysis

Electric Royalties (ELECF) highlights how China's recent export restrictions on critical minerals validate the company's strategic focus on safer jurisdictions since 2020. China, the world's largest producer of germanium, gallium, and antimony, has implemented export controls and banned exports of these minerals to the U.S., along with new restrictions on graphite exports.

CEO Brendan Yurik emphasizes that the company's royalty portfolio is well-positioned to benefit from this situation, particularly through assets like the Middle Tennessee Zinc Mine, which contains germanium and gallium, and graphite royalty assets in Canada, Australia, and Madagascar. The company's strategy aligns with recent U.S. government initiatives, including Executive Order 14272, which aims to expedite domestic critical mineral projects and strengthen national security.

Electric Royalties has announced new marketing initiatives and incentive grants to boost investor awareness in 2025. The company has partnered with two marketing firms: Jefferson Financial for US$7,500 to distribute content in their Golden Opportunities newsletter, and Trusted Causes LLC for US$1,000 to share articles across multiple financial newsletters.

The company has implemented a comprehensive incentive package including:

• Stock Options: 1.6 million shares granted to directors, officers, and consultants at $0.14 per share
• RSUs: 500,000 restricted share units with two-year vesting period
• DSUs: 1 million deferred share units with immediate vesting

All grants are pending TSX Venture Exchange approval. The marketing engagement with Trusted Causes involves distribution through notable newsletters including Headline USA, Headline Health, Headline Wealth, Money Metals, and The Morgan Report.

Electric Royalties (ELECF) provided updates on its royalty portfolio, highlighting significant developments across multiple projects. The company's Seymour Lake lithium royalty (1.5% NSR) has seen substantial progress, with operator Green Technology Metals securing over $70M in funding and a potential $100M government financing. The project aims for production by 2027, with a Feasibility Study planned for 2026.

The Battery Hill manganese project (2.0% GMR) reported positive drilling results and over 95% effectiveness in ore sorting studies. The Mont Sorcier vanadium project showed promising metallurgical results, with a Feasibility Study expected in Q1 2026. The Authier lithium royalty is set to be integrated into the producing NAL mine following Sayona Mining's merger with Piedmont Lithium.

Additional developments include Graphite Bull's updated resource estimate showing a 345% increase in contained graphite, and the Zonia copper project's pending sale to a European metals investment manager for C$26.0 million.

Electric Royalties (TSXV:ELEC, OTCQB:ELECF) has expanded its portfolio from 11 to 43 royalties over the past five years, representing a 290% increase. The company also holds 17 lithium properties optioned out with potential for future cash-flowing royalties.

Key assets include:

• A 0.75% Gross Revenue Royalty on Chile's Punitaqui copper-gold mine
• 2% Gross Metal Royalty on Battery Hill Manganese Project
• 1% Gross Metal Royalty on Mont Sorcier Iron-Vanadium deposit
• 1.5% Gross Revenue Royalty on Bissett Creek Graphite Project

The company operates a low-risk royalty model, avoiding operational costs while benefiting from commodity price increases and production expansions. Insiders hold significant ownership: management family (~18%), Stefan Gleason (~28%), and Globex Mining (~11%). The company has a C$10 million convertible debt facility maturing in January 2028.

Electric Royalties (TSXV:ELEC, OTCQB:ELECF) has announced the appointment of Craig Lindsay as Chairman of the Board, following the company's annual meeting on March 14, 2025. Lindsay, who has been an independent director since 2016, succeeds Marchand Snyman, who served as director and Chair since 2020.

Lindsay brings over 30 years of experience in corporate finance, venture capital, and public company management. He is currently the Managing Director of Arbutus Grove Capital Inc and has previously founded and led successful ventures including Otis Gold Corp and Magnum Uranium Corp.

The transition occurs at what the company describes as a critical juncture, with Electric Royalties focusing on its portfolio of 42 royalties in metals essential for sustainable energy transition, particularly copper and graphite. At the annual shareholders' meeting, Bob Schafer, Stefan Gleason, Brendan Yurik, and Craig Lindsay were re-elected as directors, and all resolutions from the January 24, 2025 Information Circular were approved.

Electric Royalties (TSXV:ELEC)(OTCQB:ELECF) has announced that Gleason & Sons has chosen to convert C$428,540.40 of accrued interest from the company's convertible credit facility into 3,174,373 common shares at a conversion price of C$0.135 per share.

The conversion, which is being treated as a 'Shares for Debt' transaction under TSXV Policy 4.3, is expected to be completed in February 2025, subject to TSX Venture Exchange approval. The converted shares will carry resale restrictions, including a four-month and one-day holding period under Canadian securities laws and a six-month period under U.S. securities laws.

The transaction is exempt from 'related party transaction' requirements under TSXV Policy 5.9 and MI 61-101 regulations.

Electric Royalties (ELECF) provided updates on several key assets following its recent C$2.5 million equity financing. The company now holds 41 royalties plus 29 optioned properties across nine clean energy metals.

Key developments include:

• At Punitaqui Copper Mine (0.75% royalty), drilling results showed significant copper grades, with highlights including 19.8m at 2.3% copper
• Graphite Bull Project (0.75% royalty) reported good grade intersections with resource update expected February 2025
• Mont Sorcier Iron-Vanadium Project (1.0% vanadium royalty) is advancing metallurgical testing for feasibility study completion by Q1 2026
• Råna Nickel Project (1.0% royalty) discovered new zones of near-surface nickel-copper mineralization
• Kenbridge Nickel Project (0.5% royalty) secured C$500,000 in financing for exploration and development

Electric Royalties (ELECF) has successfully closed its brokered private placement, selling 12,248,235 units at C$0.18 per unit for gross proceeds of C$2,204,682. Additionally, the company completed a non-brokered private placement with Globex Mining Enterprises of 1,666,667 units at the same price, raising an additional C$300,000.

The total gross proceeds from both placements amount to C$2,504,682. Each unit consists of one common share and one warrant exercisable at C$0.25 for two years. The proceeds will fund a C$450,000 payment for the 0.75% Gross Revenue Royalty on the Punitaqui copper mine in Chile and general corporate purposes.

The brokered offering was conducted through Canaccord Genuity Corp. and Red Cloud Securities, who received C$122,827.77 in cash commission and 682,377 broker warrants exercisable at C$0.18 until January 15, 2027.

Electric Royalties (TSXV:ELEC, OTCQB:ELECF) has provided an update on the Battery Hill Manganese Project in New Brunswick, where it owns a 2% Gross Metal Royalty. Project operator Manganese X Energy announced a non-brokered private placement to raise C$2.1 million, including a C$2 million commitment from mining investor Eric Sprott.

The funds will primarily advance the project's pre-feasibility study. According to a 2022 preliminary economic assessment, Battery Hill is projected to generate US$177 million in annual gross revenue over a 47-year mine life, with a payback period under three years. The pre-feasibility study's completion would mark a significant milestone for the project's development as a potential leading North American source of high-purity manganese for the battery industry.