BUY Conviction4/5 Analysis quality85/100 now
The YouTuber is buying Gold Royalty Corporation due to its unique royalty-based business model, which offers leveraged exposure to gold prices with low operating costs. He highlights the company's strong growth outlook, with revenue expected to quadruple by 2025, and its undervaluation at 0.6 times net asset value compared to an industry average of 1-1.5 times. The CEO's strong track record at previous gold mining companies also instills confidence.
“Shares are priced very cheaply at just 0.6 times net asset value that's less than half the industry average even the smaller royalty companies generally get between 1 and 1.5 times NAB which means shares of gold rural to here could double just on a revaluation to the average.”