FNV Franco-Nevada Corporation Loading... : Bullish and Bearish Analyst Opinions
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18:19
Jul 07
Jul 07
Best gold company, undervalued, buy more
Franco-Nevada is the best gold mining company in the world and is currently selling at a discount to intrinsic value; he owns a lot and wants to buy more if it falls.
HIGH
16:15
Jul 05
Jul 05
Gold royalty stocks undervalued, low-risk leverage.
Gold royalty companies (Franco Nevada, Royal Gold, Wheaton) combine the best of gold miners and gold ETFs: they have leveraged upside to gold prices without operational mining risk, high margins, diversified revenue, and low costs. They have multiplied capital 6-7x over two decades. Franco Nevada fell only 10% in 2008 and has since multiplied 14x plus dividends. Currently trading at ~24x earnings versus a historical average near 50x, offering a rare valuation opportunity as gold consolidates.
HIGH
20:00
Jun 25
Jun 25
Buy top gold miners for decade
Senior gold-mining and royalty companies are undervalued by traditional valuation metrics relative to the gold price and their future cash flows. For sensible investors unwilling to do intensive junior-mining work, the 'very best' — Franco-Nevada, Wheaton Precious, and Agnico Eagle — can be bought and held for a decade. The quality of senior-company management is significantly higher than its reputation, and they are now held to higher standards including disciplined capital allocation, dividends and buybacks.
HIGH
01:56
Jun 15
Jun 15
Buy gold miners; extreme pessimism, cheap valuations.
Gold miners are deeply oversold with the gold miners bullish percent index near 7, indicating extreme pessimism. High-quality companies like Franco-Nevada, Agnico Eagle, and Wheaton Precious are reasonably priced based on a decade-long gold bull thesis. Single-asset producers and developers of large 5+million-ounce deposits are cheap by historic metrics. Gold’s low market share suggests a long-term reversion that will lift gold equities.
HIGH
20:00
Mar 31
Mar 31
Wellum names Agnico Eagle, Franco-Nevada, and Wheaton Precious Metals as "amazing" companies trading on the TSX, with Wheaton involved in a $4 billion royalty deal with BHP. These are global leaders in mining and royalties, benefiting from commodity price trends and operational scale, not limited to Canadian economic weaknesses. LONG for quality exposure to precious metals and mining sectors with strong management and financial discipline. Fluctuations in gold, silver, or other commodity prices affecting profitability and stock valuations.
21:03
Mar 16
Mar 16
"I'm looking at some of the oil royalties... Franco Nevada... Viper Energy... Texas Pacific Land, as well as Landbridge. They have a lot less risk than some of the other companies." Oil is currently a "hated asset" but remains a global economic cornerstone. Instead of taking on the massive capital expenditure and operational risks of direct oil drillers, investors can buy royalty and land leasing companies. These companies act as landlords, collecting toll-like revenues from the producers drilling on their land, providing high-margin exposure to rising energy prices. Long energy royalty and land-leasing companies for lower-risk, high-margin exposure to geopolitical oil shocks. A severe global recession could crush oil demand and prices, directly reducing the royalty revenues collected by these firms.
22:25
Mar 01
Mar 01
Rule highlighted the recent deal where BHP (the world's largest miner) sold a silver stream to Wheaton Precious Metals (WPM) for $4.2 billion. This signals that even major miners need capital to fund the massive $250B+ required for copper infrastructure. Royalty and streaming companies (WPM, FNV) have a lower cost of capital and are becoming the "bankers" for the mining industry. They get long-term free cash flow and optionality without the operating cost inflation risks that miners face. Long Royalty & Streaming companies as the superior vehicle to play the structural supply deficit in base metals (copper) and precious metals. Counterparty risk (miners failing to deliver); lack of new major discoveries to stream.
14:00
Mar 01
Mar 01
Rule states royalty companies are "better businesses" because they have no capital exposure to cost inflation (CAPEX). He highlights Wheaton's (WPM) recent $4.3B stream deal. The copper industry needs $250B to maintain production but only has $100B in free cash flow. They *must* sell gold/silver by-product streams to fund this gap. This creates a massive pipeline of deals for large royalty companies (FNV, WPM) that Wall Street currently underestimates. LONG large-cap royalty companies. They will capture the "tail" value of long-lived mines (30-40 years) which current DCF models (cutting off at 8-9 years) fail to value. High valuations relative to miners; if interest rates rise significantly, their yield becomes less attractive.
About FNV Analyst Coverage
Buzzberg tracks FNV (Franco-Nevada Corporation) across 4 sources. 5 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (62%). 8 total trade ideas tracked. Latest voices: Rick Rule, Alejandro Estebaranz, Jonathan Wellum.