Electric Royalti Stock Price, News & Analysis

Electric Royalties (TSXV:ELEC / OTCQB:ELECF) provided a portfolio update on December 8, 2025, highlighting progress across key critical-minerals royalties.

Key points: Graphmada (2.5% NSR) has a Stage‑2 scoping study underway; Battery Hill (2.0% GMR) reported Phase 2 battery tests showing 70% capacity retention after 4,600 cycles and has begun a pre‑feasibility study; Seymour Lake (1.5% NSR) and Mont Sorcier (1.0% vanadium GMR) target feasibility studies in Q2 2026; Kenbridge (0.5% GRR) drilling commenced to upgrade resources.

Electric Royalties (TSXV:ELEC / OTCQB:ELECF) reported growing copper royalty activity and cash receipts tied to recent portfolio updates on December 2, 2025. The company received C$253,359 in royalties since acquiring the Punitaqui royalty in December 2024 and expects additional fourth-quarter 2025 receipts.

Key portfolio developments: Punitaqui production and concentrate-sales targets for 2025–2026 are detailed by the operator; Zonia was sold to Edge Copper, which closed a C$17 million financing and plans a 60,000-foot drill program beginning Q4 2025; Millennium drilling commenced under a AUD$250,000 Queensland government program targeting graphite and copper-cobalt-gold extensions.

Electric Royalties (TSXV:ELEC / OTCQB:ELECF) closed a non-brokered private placement on November 6, 2025 selling 7,142,855 common shares at $0.14 per share for gross proceeds of $999,999.70. The company paid $33,457.20 cash and issued 238,980 finder warrants exercisable at $0.16 for 12 months. A related-party subscription included 371,428 shares for $52,000; the issuance is exempt from MI 61-101 formal valuation and minority approval. Proceeds are earmarked for working capital, due diligence and potential strategic transactions. All securities are subject to a four month plus one day hold and were not registered for sale in the United States.

Electric Royalties (OTCQB:ELECF) reported significant progress across its royalty portfolio, highlighted by C$210,000 in revenues from the Punitaqui Copper Mine in Chile since December 2024. The mine shipped 7,533 dry metric tonnes of copper concentrates averaging 22.6% copper, containing approximately 3.75 million pounds of copper.

Key developments include: a significant rubidium resource discovery at Seymour Lake Lithium Project, an 80% increase in manganese mill feed grade at Battery Hill Project, and a 345% increase in graphite resources at the Graphite Bull Project. The company's portfolio now includes 43 royalties, with nine assets showing substantial progress in favorable jurisdictions.

Electric Royalties (OTCQB:ELECF) announced that Gleason & Sons LLC has converted C$536,500 of accrued interest into 3,700,000 common shares at C$0.145 per share under their convertible credit facility. The conversion is expected to be completed in August 2025, subject to TSX Venture Exchange approval.

CEO Brendan Yurik highlighted that this conversion eliminates all previously accrued interest and noted the continued support from their largest shareholder, Stefan Gleason. The company maintains a portfolio of 43 royalties, including a cash-flowing royalty on the Punitaqui copper mine in Chile.

Electric Royalties (ELECF) has appointed Robert Scott as its new Chief Financial Officer, replacing Luqman Khan. Scott, a CPA, CA, and CFA, brings over 25 years of experience in accounting, corporate finance, compliance, and banking. He has helped raise more than $200M in equity financing and has extensive experience in IPOs, mergers, and corporate restructuring. Scott is the founder and President of Corex Management Inc., which will provide accounting, administration, finance, and compliance services to Electric Royalties. The company states this transition is part of its strategy to reduce overhead and administrative costs while maintaining focus on building its royalty portfolio and establishing recurring royalty revenues.

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.