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Electric RoyaltiesTSXV:ELEC

Company.

Feb 2026 → Mar 2026Covered
8 of 10Topics on record
1 executiveNamed on the record
Generate Claims & Checks What management and commentators said, and what still needs independent verification 2 interviews with the company · 1 independent recording
Latest appearance
05 Mar 2026
On record
2 interviews · 18 statements · 1 executive

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

What is in the ground
40 plus year mine life
Management-stated Brendan Yurik Mar 2026
Money on hand
one producing royalty
Management-stated Brendan Yurik Mar 2026
What happens next
50,000 foot drill program underway, FS in next couple years, 1.5 year construction
Management-stated Brendan Yurik Mar 2026
The main open question
Electric Royalties is pre-revenue on scale: only one producing royalty today against 43 in portfolio, and annual operating costs of ~$1 million consume a significant share of current revenue.
Weighed from the statements below, not our opinion of the company.
Our reading
How outsiders read it
1 independent voice on record — 1 constructive
David Morgan
Outside voices

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from Electric Royalties's own claims across 2 interviews — most-covered theme first.

What outside voices pick up on

1 independent voice — people who do not speak for the company — across 1 mention.

1 constructive
  • David Morgan “Battery metals royalty company, not a miner but associated with battery metals mining”

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says the portfolio of 43 royalties across battery metals (lithium, graphite, manganese, nickel, cobalt) positions Electric Royalties to capture upside from multiple projects entering production over 2–5 years.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Management says the portfolio of 43 royalties across battery metals (lithium, graphite, manganese, nickel, cobalt) positions Electric Royalties to capture upside from multiple projects entering production over 2–5 years. An outside investor noted it is a battery metals royalty company, sidestepping mining operational risk. With one producing royalty already generating ~$1–1.5 million annually and a dozen development-stage royalties maturing, management expects material revenue growth as feasibility studies conclude and construction decisions trigger.

▼ Bear case

Electric Royalties is pre-revenue on scale: only one producing royalty today against 43 in portfolio, and annual operating costs of ~$1 million consume a significant share of current revenue.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Electric Royalties is pre-revenue on scale: only one producing royalty today against 43 in portfolio, and annual operating costs of ~$1 million consume a significant share of current revenue. Distributed exposure across 43 royalties means concentration risk is low but conviction per asset is unclear; management provides no independent validation of reserve estimates or permitting status. Timeline to meaningful cash flow relies entirely on operator execution across multiple projects—construction timelines slip, feasibility studies can disappoint, and financing can evaporate.

◆ Watch next

Management expects feasibility studies on five to six projects over the next couple of years, with construction decisions to follow.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Management expects feasibility studies on five to six projects over the next couple of years, with construction decisions to follow. Key near-term catalysts: Q2 feasibility study completion, Northern Graphite's Bisset Creek targeting production within 2–3 years (with $100M Canadian government LOI backing), and another major royalty with $500M UK export import bank financing secured. Track whether any of the dozen development-stage royalties transition to construction within the two-to-five-year window.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 5 statements

The deposit 4

Key takeaway. Management describes a deposit with a commodity mix of 15% each of copper, lithium, manganese, graphite and tin, plus nickel and zinc.

Read the full summary

The company reports "70 years of resources" and "a billion pounds" of resource, and says reserves support a mine life of "40 plus years."

What was actually said
commodity mix
15% copper, 15% lithium, 15% manganese, 15% graphite, 15% tin, nickel, zinc
“we're about 15% copper, you know, 15% lithium, 15% manganesees, 15% graphite, and 15% you know, tin, nickel, zinc”
Brendan Yurik· 05 Mar 2026·
reserve size
40 plus year mine life
“40 plus year mine life we expect”
Brendan Yurik· 05 Mar 2026·
resource size
70 years of resources
“They had 70 years of resources at the old production rate”
Brendan Yurik· 05 Mar 2026·
Show the other 1 statement
resource size
a billion pounds
“they just doubled the resource to a billion pounds”
Brendan Yurik· 05 Mar 2026·

Technical risk 1

What was actually said
key assumption
7 or 8 projects drilling, 5 or 6 feasibility studies, construction decisions on multiple
“drilling is going on on seven or eight projects right now...feasibility is coming out on five or six different projects, construction decisions and on, you know, multiple more”
Brendan Yurik· 05 Mar 2026·

Economics 5 statements

Economics 3

Key takeaway. Management at Electric Royalties says the project's revenue is running at over half a million dollars, and they expect that to reach up to about a million (March 2026 timeframe).

Read the full summary

In the same breath, they also cite a figure of "kind of US one one and a half million a year" for revenue, while pegging operating costs at about a million dollars. The conflicting revenue figures — about a million versus one to one and a half million — come from the same date and are not reconciled by management.

What was actually said
operating cost
about a million
“our cost of running the company are about a million”
Brendan Yurik· 05 Mar 2026·
revenue
kind of US one one and a half million a year
“big royalty for us...immediately would add you know kind of US one one and a half million a year for us in revenues”
Brendan Yurik· 05 Mar 2026·
revenue
over half a million dollars, expecting up to about a million
“we're hoping for about over half a million dollars. We're expecting that to get up to about a million”
Brendan Yurik· 05 Mar 2026·

Financing 2

Key takeaway. Management says the company has secured about $500 million from the UK Export Import Bank, with that figure reported as of March 2026.

Read the full summary

They also note the company holds one producing royalty as of the same date.

What was actually said
capital secured
about 500 million from UK export import bank
“They've already lined up about 500 million of financing from the UK export import bank”
Brendan Yurik· 05 Mar 2026·
cash position
one producing royalty
“we've only got one producing royalty today”
Brendan Yurik· 05 Mar 2026·

Timeline 6 statements

Timeline 5

Key takeaway. Management reports several milestones on the timeline: an extension of a letter of intent for $100 million from the Canadian government, a 50,000-foot drill program underway, and a feasibility study expected in the next couple of years…

Read the full summary

followed by roughly 1.5 years of construction. They also cite a study due in Q2 of this year and a production-entry window of two to five years, while noting there are a dozen advanced-stage royalties that could each come into production. All of these claims were made in March 2026.

What was actually said
advanced stage royalties
a dozen different royalties, each which would come into production
“the concentration royalties is you know a dozen different royalties each of which would come into production would change the game for us”
Brendan Yurik· 05 Mar 2026·
milestone
50,000 foot drill program underway, FS in next couple years, 1.5 year construction
“they just doing right now 50,000 foot drill program and FS should be out in the next couple years and that's a one and a half year construction time”
Brendan Yurik· 05 Mar 2026·
milestone
extension of LOI for $100 million from Canadian government, targeting production within next 2-3 years
“They just had uh an extension of an LOI uh for $100 million from the Canadian government and they're targeting production within that next kind of two three year time frame as well”
Brendan Yurik· 05 Mar 2026·
Show the other 2 statements
production entry window
two to five 6 years
“the number of royalties that could enter production over the next you know two to five 6 years”
Brendan Yurik· 05 Mar 2026·
study due
Q2 of this year
“we're expecting a feasibility study on that in Q2 of this year”
Brendan Yurik· 05 Mar 2026·

Catalysts 1

What was actually said
upcoming result
Bisset Creek flagship production, targeting earlier than 3-4 years
“our Bisset Creek royalty where Northern Graphic, the operator...want to make that their flagship asset...production profile they're talking about now is about four times when we bought into it”
Brendan Yurik· 05 Mar 2026·

Corporate 2 statements

Management 1

What was actually said
insider ownership
20% myself and family invested
“myself, my family, 20% invested”
Brendan Yurik· 05 Mar 2026·

Share structure 1

What was actually said
royalties count
43 royalties
“we've built up a portfolio of 43 royalties to date”
Brendan Yurik· 05 Mar 2026·

Outside views 1 mention

1 mention by people who do not speak for the company — 1 constructive, 0 cautious, 0 neutral. These are their views, not the company's.

David Morgan
bullish
Battery metals royalty company, not a miner but associated with battery metals mining
The Deep Dive· 17 Oct 2025·

Sources 2 interviews

Every interview 2

DateChannelInterviewStatements
05 Mar 2026 Crux Investor Electric Royalties Ltd. (TSXV:ELEC) - 43 Royalties with Multiple Catalysts Ahead 18
18 Feb 2026 Crux Investor Mining Royalty Sector Delivers Triple-Digit Returns as M&A Wave Reshapes Industry No claims identified

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

gold 2
copper 2
zinc 2
franco-nevada 1
gold royalty corp 1
horizon copper 1
graphite 1
lithion energy corp. 1

Questions people ask

Which interviews mention Electric Royalties?

We track 2 interviews mentioning Electric Royalties, across 1 channel (Crux Investor).

What are investors saying about Electric Royalties?

1 independent voice — people who do not speak for the company — are on record discussing it (1 bullish). Their reasoning is quoted in the outside-view section above.

What do recent interviews with Electric Royalties cover?

The most-discussed topics on record are timeline, the deposit, economics, financing — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

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