Franco Nevada Stock Price, News & Analysis

Altius Minerals (OTCQX:ATUSF) reported Q2 2025 attributable royalty revenue of $12.7 million ($0.27 per share), down from $20.4 million ($0.44 per share) in Q2 2024, primarily due to lower potash volumes and reduced iron ore dividends. The company completed two significant transactions: the sale of a 1% Silicon Royalty to Franco-Nevada for US$275 million and received approximately $81 million in proceeds from Triple Flag's acquisition of Orogen.

Key financial metrics include adjusted EBITDA of $7.5 million and adjusted net earnings of $1.6 million. The company increased its quarterly dividend by 11% to $0.10 per share. Post-transactions, Altius expects to have approximately $360 million in cash and total liquidity of $540 million.

Franco-Nevada (NYSE:FNV) reported record Q2 2025 financial results, with revenue reaching $369.4 million, up 42% year-over-year. The company sold 112,093 GEOs (Gold Equivalent Ounces), a 2% increase from Q2 2024.

Key financial highlights include record operating cash flow of $430.3 million (+121%), Adjusted EBITDA of $365.7 million (+65%), and net income of $247.1 million (+211%). The company made significant acquisitions, including a $1.05 billion royalty on the Côté Gold Mine and a $250 million royalty on AngloGold's Arthur Project.

The portfolio composition was 82% precious metals, with revenue sourced 86% from the Americas. The company maintains its 2025 guidance of 465,000 to 525,000 total GEOs, supported by strong gold prices and new asset contributions.

Franco-Nevada (NYSE:FNV) has acquired a 1.0% net smelter return royalty on AngloGold Ashanti's Arthur Gold Project in Nevada for $250 million in cash, plus a contingent payment of $25 million. The project represents one of the largest new gold discoveries in the United States, with 3.4 million ounces of Indicated Mineral Resources and 12.9 million ounces of Inferred Mineral Resources.

The transaction was funded through cash on hand and a $175 million draw from the company's credit facility. The royalty covers a substantial land package in Nevada's Beatty District, including both Merlin and Silicon deposits. AngloGold is advancing a Pre-Feasibility Study (PFS) expected to complete by end-2025 or early 2026, envisioning a large oxide project with heap leach and milling operations.

Altius Minerals (OTCQX: ATUSF) has completed the sale of a 1% NSR royalty interest in the Silicon and Merlin gold deposits in Nevada to Franco-Nevada Corporation for US$275 million. The transaction includes US$250 million in upfront cash and an additional US$25 million payment pending arbitration confirmation.

Altius will retain a 0.5% NSR royalty interest in the Silicon project (renamed to Arthur Gold Project by AngloGold Ashanti). The deal significantly strengthens Altius's balance sheet, increasing cash position to over C$360 million and total liquidity to more than C$540 million, including credit facilities.

The transaction allows Altius to maintain exposure to the project's growth potential while rebalancing its portfolio and creating enhanced flexibility for future M&A opportunities and share repurchases.

Franco-Nevada (NYSE:FNV) has scheduled its second quarter 2025 earnings release and conference call. The company will release its Q2 2025 results on August 11, 2025, before the market opens, followed by a conference call and webcast at 10:00 am ET the same day.

Investors can access the conference call through toll-free (1-888-510-2154) or international (437-900-0527) numbers. A replay will be available until August 18, 2025. The presentation will also be accessible via webcast on the company's website.

Franco-Nevada Corporation (TSX: FNV) (NYSE: FNV) has announced the suspension of its arbitration proceeding related to the Cobre Panama mine following discussions with the Government of Panama's legal counsel. The company had initially filed for arbitration under the Canada-Panama Free Trade Agreement with the International Centre for Settlement of Investment Disputes on June 27, 2024. Franco-Nevada expresses optimism for reaching a resolution that would benefit both the Panamanian people and all involved parties.

Franco-Nevada (NYSE: FNV) has announced a $1.05 billion acquisition of a 7.5% gross margin royalty on the Côté Gold Mine in Ontario. The mine, operated by IAMGOLD (70%) and Sumitomo (30%), began commercial production in August 2024. The royalty package covers all Mineral Reserves and over 99.9% of current Mineral Resources, including 16.23 Moz of Measured and Indicated Resources and 4.2 Moz of Inferred Resources. IAMGOLD's 2025 guidance projects 360-400 koz Au production at cash costs of $950-$1,100/oz. The deal is expected to generate annual revenue of approximately $67 million at $3,200/oz Au. IAMGOLD and Sumitomo have options to buy back up to 50% of the royalty in two 25% tranches. The transaction is expected to close by Q2 2025, with Franco-Nevada using its available capital of approximately $2 billion to finance the deal.

Franco-Nevada Corporation (FNV) held its 2025 Annual and Special Meeting of Shareholders, where all nominated directors were successfully elected to the board. The election results showed strong shareholder support, with most nominees receiving over 97% approval. Notable results include Paul Brink with 99.79% approval, Hugo Dryland with 99.96%, and Daniel Malchuk with 99.95% of votes in favor. Derek W. Evans received the lowest approval rate at 90.45%.

Franco-Nevada, trading as FNV on both Toronto and New York stock exchanges, is a leading gold-focused royalty and streaming company with a diversified portfolio of cash-flow producing assets. The company maintains a debt-free status and uses its free cash flow for portfolio expansion and dividend payments.

Franco-Nevada (FNV) reported record Q1 2025 financial results with revenue of $368.4M (+43% YoY) and net income of $209.8M (+45% YoY). The company sold 126,585 GEOs (+3% YoY), achieving an 87% Adjusted EBITDA margin. Performance was driven by high gold prices, NPI interests, and strong energy production, despite no contributions from Cobre Panama. The portfolio mix comprised 79% precious metals, 16% oil/gas, and 5% other assets. Key developments include a $300M NSR royalty acquisition on the Porcupine Complex and a $500M Western Limb Mining Operations Stream purchase. Franco-Nevada maintains a strong financial position with $2.1B in available capital and increased its quarterly dividend by 5.6% to $0.38/share.