The recent wave of M&A and consolidation activity in the junior royalty space—including Sandstorm/Horizon Copper, Origin/Triple Flag deal for $420 million, and Tether's investment in Elemental Altus—represents a long-awaited shift after 2-3 years of a sleepy sector.
factualpending
Speaker
Matt GuygerEvidence Quote
“folks like myself have been calling for consolidation within the royalty space for 2 to three years at this point and it's been such a sleepy sector but I mean you hit on a lot of the key points here just in the past 90 days we had the origin deal with triple flag $420 million takeover”
Source
Grant Williams and Matt Geiger: Investing During Crises and Navigating a Spirited Metals Market— CLEAR COMMODITY NETWORKCreated: 8/11/2026, 7:24:12 AM
My Notes
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