We are excited to share that the Globe & Mail recently published an article authored by your portfolio manager. The article is on our thesis on Franco-Nevada Corporation (FNV).
As long term partners know, we are fans of the royalty business model. Franco's stock price is suffering from a temporary setback with the shut down of the Cobre-Panana mine. We believe it is an excellent opportunity to accumulate shares in a high quality business with free options on land, price as well as the potential re-opening of the Cobre Panama mine.
You can read the article here or below:
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