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Elemental Royalty CorporationTSX:ELE

Company.

May 2026 → Jun 2026Covered
7 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
Latest appearance
15 Jun 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.

Money on hand
hundred million dollars
Stated capital need: Over 100 million dollars a year in exploratory drilling
Management-stated David Cole Jun 2026
What happens next
Voisey's transaction closing
Management-stated David Cole Jun 2026
The main open question
No independent view available to challenge the company's narrative.
Weighed from the statements below, not our opinion of the company.
Our reading

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 Elemental Royalty Corporation's own claims across 2 interviews — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

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 company will generate close to $100 million in royalty revenues this year, with major catalysts including Voisey's transaction closing and the lower zone at Tiemok ramping to 100,000+ tons per day.

What it rests on
Evidence: 3 moments from 2 interviews
Read the full case

Management says the company will generate close to $100 million in royalty revenues this year, with major catalysts including Voisey's transaction closing and the lower zone at Tiemok ramping to 100,000+ tons per day. The diversified portfolio of 300+ mineral properties across 23 countries and $100+ million in annual exploratory drilling spending positions it for sustained growth, and Tether's $100 million investment and 32% stake signal confidence from a sophisticated financial backer.

▼ Bear case

No independent view available to challenge the company's narrative.

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

No independent view available to challenge the company's narrative. However, the reliance on a single major shareholder (Tether, 32%) and the concentration of near-term revenue targets on two transactions (Voisey's and Tiemok) create execution risk. The requirement to maintain 50%+ precious metals revenue to qualify for index inclusion constrains the portfolio mix, and no outside validation of the $100 million annual revenue forecast or deposit economics is on record.

◆ Watch next

Key catalysts: Voisey's transaction closing; Tiemok lower zone production ramp from 45,000 to 100,000+ tons per day reaching $20+ million annual run-rate; Russell index inclusion decision and GDXJ candidacy announcement; achievement of…

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

Key catalysts: Voisey's transaction closing; Tiemok lower zone production ramp from 45,000 to 100,000+ tons per day reaching $20+ million annual run-rate; Russell index inclusion decision and GDXJ candidacy announcement; achievement of $100 million royalty revenue target this year and maintenance of 50%+ precious metals mix.

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 4 statements

The deposit 4

Key takeaway. Management reports the portfolio consists of over 300 mineral property positions across 23 countries as of June 2026, with more than $100 million being spent on exploratory drilling and hundreds of millions of dollars in mine development…

Read the full summary

expenditures across the portfolio. The company also stated in May 2026 that it holds over 300 mineral property assets worldwide across 22 countries with hundreds of millions of dollars in mine development work underway.

What was actually said
development expenditure
hundreds of millions of dollars in mine development expenditures
“with hundreds of millions of dollars in mine development expenditures going into our properties at no cost to us”
David Cole· 15 Jun 2026·
exploration activity
100 plus million dollars going into exploratory drilling across portfolio
“and 100 plus million dollars going into exploratory drilling across that portfolio creating more and more resources”
David Cole· 15 Jun 2026·
portfolio size
over 300 mineral property positions now in 23 countries
“Have over 300 mineral property positions now in 23 countries”
David Cole· 15 Jun 2026·
Show the other 1 statement
exploration upside
Over 300 mineral property assets worldwide across 22 countries with hundreds of millions of dollars in mine development work
“over 300 mineral property assets worldwide and...we're in 22 countries, 300 mineral property assets”
David Cole· 06 May 2026·

Economics 4 statements

Economics 2

Key takeaway. Management of Elemental Royalty Corporation said in June 2026 that annual revenue would be close to $100 million this year.

Read the full summary

A month earlier, in May 2026, the company had similarly reported operating costs close to $100 million in royalty revenues for the year.

What was actually said
annual revenue
close to $100 million this year
“top-line revenues coming in that will be close to $100 million this year.”
David Cole· 15 Jun 2026·
operating cost
Close to 100 million dollars in royalty revenues this year
“this year the analysts say we'll have close to 100 million dollars in royalty revenues coming in.”
David Cole· 06 May 2026·

Financing 2

Key takeaway. In May 2026, Elemental Royalty Corporation's management said the company needs over 100 million dollars a year for exploratory drilling.

Read the full summary

The following month, they reported having raised a hundred million dollars in capital. The two figures are close but do not match precisely, and they come from statements made a month apart.

What was actually said
capital raised
hundred million dollars
“They put in a hundred million dollars into the company.”
David Cole· 15 Jun 2026·
capital needed
Over 100 million dollars a year in exploratory drilling
“Over 100 million dollars a year in exploratory drilling across over 200 mineral”
David Cole· 06 May 2026·

Timeline 3 statements

Catalysts 3

Key takeaway. Management outlined three catalysts for mid-2026.

Read the full summary

The Voisey's transaction is expected to close in June 2026. The company has been identified as a candidate for Russell 2000 and 3000 index inclusion and is considered a strong candidate for GDJX inclusion later this year. Additionally, the lower zone at Tiemok is scheduled to come into production, starting at 45,000 tons per day and ramping to over 100,000 tons per day, which management estimates will add in the "20 plus million dollar a year range."

What was actually said
upcoming decision
Voisey's transaction closing
“getting Voisey's transaction closed and that money into production is another one”
David Cole· 15 Jun 2026·
upcoming result
lower zone at Tiemok coming into production, starting at 45,000 tons per day then ramping to over 100,000 tons per day, estimated 20 plus million dollar a year range
“One will be the lower zone at Tiemok coming into production. And that will start to come in initially at 45,000 tons per day but then ramp up to over 100,000 tons per day. And that that will be significant. Yeah. Probably in the 20 plus million dollar a year range”
David Cole· 15 Jun 2026·
upcoming result
Russell 2000 and 3000 index inclusion candidate identified, strong candidate for GDXJ inclusion later this year
“we um have been identified as a candidate to join the Russell 2000 and 3000. And so, that was one of the key objectives of the merger is to get that greater liquidity, which would bring in that index buying. And I believe that we're a strong candidate for GDXJ inclusion later this year.”
David Cole· 15 Jun 2026·

Corporate 7 statements

Management 1

What was actually said
track record
Over 25 years of capital allocation history; EMX netted over $60 million USD from equity investments prior to merger
“we have a history of doing for 25 years...EMX prior merger is we netted over $60 million USD um from our equity investments.”
David Cole· 06 May 2026·

Share structure 2

Key takeaway. Elemental Royalty Corporation's management reports that insiders hold a 32% stake in the company, a figure repeated in both May 2026 and June 2026 without any change between those dates.

What was actually said
insider stake
32%
“They own 32% of our stock.”
David Cole· 15 Jun 2026·
insider stake
32%
“They now own 32% of our stock, by the way.”
David Cole· 06 May 2026·

Market 4

Key takeaway. Elemental Royalty Corporation's management says the company is positioned for a potential catalyst in June 2026, when an index inclusion rule requiring over 50% of top-line revenue from precious metals would take effect — at that point the…

Read the full summary

company's revenue composition is projected to be about 60% gold plus silver, about 30% copper, and about 10% lead, zinc, and molybdenum, comfortably exceeding the threshold. Management also notes the company has over 200 royalties across 22 countries and a market cap of over a billion dollars, and that Tether owns 32% of the company, though the May 2026 and June 2026 dates of these claims differ.

What was actually said
revenue composition
about 60% gold plus silver, about 30% copper, and about 10% lead, zinc, and molybdenum
“Yeah, it's about 60% gold plus silver, about 30% copper, and about 10% lead, zinc, and molybdenum.”
David Cole· 15 Jun 2026·
revenue threshold
over 50% of top line revenue precious metals to qualify for index inclusion
“It's important that we keep over 50% of our top line revenue precious metals so that we qualify for index inclusion.”
David Cole· 15 Jun 2026·
cost curve position
Company has over 200 royalties across 22 countries with over a billion dollars market cap
“created a company that's over a billion dollars market cap, over 200 royalties, 22 countries.”
David Cole· 06 May 2026·
Show the other 1 statement
strategic interest
Tether owns 32% of Elemental Royalty
“Juan Sartori the individual at Tether responsible for special projects. He's my chairman of the board...They now own 32% of our stock”
David Cole· 06 May 2026·

Sources 2 interviews

Every interview 2

DateChannelInterviewStatements
15 Jun 2026 Crux Investor Elemental Royalty (TSX:ELE) - Scale, Catalysts & A Path to $100M in Annual Revenue 11
06 May 2026 Rule Investment Media David Cole, CEO of Elemental Royalty Corporation | Rule Symposium 2026: Rick Rule interviews 7

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.

tether 2
copper 1
elemental royalty 1
emx royalty corporation 1
eurasian minerals 1
gold 1
lundin mining corporation 1
russell 2000 1

Questions people ask

Which interviews mention Elemental Royalty Corporation?

We track 2 interviews mentioning Elemental Royalty Corporation, across 2 channels (Crux Investor, Rule Investment Media).

What are investors saying about Elemental Royalty Corporation?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with Elemental Royalty Corporation cover?

The most-discussed topics on record are the deposit, market, catalysts, economics — 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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