Analyst Articles

NEW INDUSTRY REPORT – Mining – Investing in Critical Minerals and Battery Metals

No single fund captures the entire critical minerals supply chain. This new eResearch special mining report compares ETFs, mutual funds, and royalty and streaming companies offering exposure to lithium, cobalt, nickel, and rare earths like neodymium and dysprosium. Learn why fund names can be misleading, how royalty and streaming structures shift investor risk, and why one “rare earth” ETF holds 96.6% true rare-earth exposure while another holds just 16%. See how BATT, PICK, COPX, REMX, REXC, EART, Altius, Wheaton, and other vehicles stack up. Download the full 9-page report to compare holdings, fees, and geographic exposure before choosing your investment vehicle. [more]

Analyst Video

Analyst Video – Globex Mining Builds Royalties Across 270 Assets

Globex Mining Enterprises (TSX: GMX) President David Christie spoke with Chris Thompson of eResearch in a video interview covering how the company’s project generator and royalty business model builds and monetizes a portfolio of more than 270 mineral assets across North America. With roughly $40 million in cash and securities and zero debt, Globex acquires properties, adds value through exploration and geophysics, and options them to partners for cash, shares, and retained royalties, without raising capital from markets. For some projects, the company does more development work before finding a partner, but a royalty is always the goal. On the Globex side, key 2026 catalysts include drill programs at Cadillac Wood and Rouyn-Merger in Quebec. On the partner side, watch for a maiden resource at Bald Hill Antimony in New Brunswick, a feasibility study at Mont Sorcier iron ore, and continued drilling at Devil’s Pike (now called Golden Pike). [more]

Analyst Articles

Royal Gold Expands Portfolio with Acquisitions of Sandstorm Gold and Horizon Copper

Royal Gold (NASDAQ: RGLD) will acquire Sandstorm Gold (TSX: SSL | NYSE: SAND) and Horizon Copper (TSXV: HCU) in transactions valued at approximately US$3.5 billion and $196 million, respectively. The deals are expected to close in late 2025 and will significantly expand Royal Gold’s streaming and royalty portfolio to 393 assets, including 80 producing properties. The company anticipates a 26% increase in gold equivalent output and an 87% revenue mix from precious metals. The acquisitions align with a broader trend of consolidation and diversification in the mining royalty space amid rising demand for gold and copper. [more]