Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 46.0× earnings vs its 10.9× historical median P/E.
Fair value ≈ $0.44 · price $1.85 today
Overvalued · 324% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$ECRAF Our team has published a management interview with Marc Bishop Lafleche, President & CEO of Ecora Royalties PLC (LSE/TSX: ECOR. OTCQX: ECRAF). The interview provides an overview of ECOR's diverse royalty model, 2025 results, and growth trajectory.
🎥 Watch the interview here: https://youtu.be/9UyltSROiXc
📰 Disclosure: Disseminated on Behalf of Ecora Royalties
$ECRAF A big milestone for Rainbow Rare Earths’ Phalaborwa project. Ecora Resources, owns a 0.85% gross royalty. Rainbow is one of the lowest cost rare earth projects outside China & will produce high value heavy rare earth including very high value dysprosium & terbium.
Key Takeaways
▪️Figured out how to remove ~65% of low-value Cerium
▪️Cut usage of leech solution by 98%
▪️Boosted recovery to 55% total rare earth oxides with purity >93%
https://finance.yahoo.com/news/ecora-resources-plc-announces-phalaborwa-070000896.html
$ECRAF Ecora - Base Metals Acceleration ⛏️📈 #copper #cobalt
◾️Ecora reported a 1H25 where base metals increased 83% YoY
◾️At a 50% discount to NAV and a 20%-50% discount to peers on EV/EBITDA
◾️Ecora is a discounted way to invest in commodities with the best demand growth trends
https://youtu.be/mvEq_yK9fA8?si=mHPHoeZbPqex5bky
Ecora Resources Announces Completion of Voisey’s Bay Cobalt Throughput Test ⛏ $ECRAF #COPPER
◾️Voiseys Bay (30% of royalty income in 1H 25) hit 94% throughput in the last 90 days.
◾️Far above 85% royalty requirement.
◾️A key asset in Ecora's transition from 70% coal to 80% copper, rare earths, uranium and base metals next year
https://capital10x.com/ecora-resources-announces-completion-of-voiseys-bay-cobalt-throughput-test/
Ecora 1H 2025 Results: Royalty Inflection on Track ⛏ $ECRAF #COPPER
◾️Royalties down YoY due to timing of major coal asset
◾️Expecting overall royalty growth in 2025 (strong H2 expected)
◾️Deep discount at 50% discount to NAV and 80% royalty growth expected (2025-2030)
https://capital10x.com/ecora-1h-2025-results-royalty-inflection-on-track/
Ecora to Sell Dugbe Gold Royalty for $20M - A Significant Mark to Market Gain ⛏️ $ECRAF #COPPER
◾️Selling non-core gold royalty to deleverage
◾️$20M sale price = 3x book value
◾️Ecora at a royalty inflection (9% annual growth to 2030
https://capital10x.com/ecora-to-sell-dugbe-gold-royalty-for-20m-a-significant-mark-to-market-gain/
$ECRAF Ecora Resources Reports Q2 2025 Results: Strong Non-Coal Royalty Growth ⚒️ #COPPER
◾️Income up 100% over Q1
◾️Base metals royalties up 42% QoQ and 63% YoY
◾️THE copper royalty play at a 60% discount to NAV
https://capital10x.com/ecora-resources-reports-q2-2025-results-strong-non-coal-royalty-growth/
Ecora Resources Acquires Near Term Cashflow with Royalty on Mimbula Copper Mine ⚒️ $ECRAF #copper
▪️$5M/yr of near term royalty income
▪️Unique structure (more income if project ramp delayed)
▪️Will backstop income as coal royalty declines over next 2 years
https://capital10x.com/ecora-resources-acquires-near-term-cashflow-with-royalty-on-mimbula-copper-mine/
$ECRAF Another STRONGLY UNDERVALUED company - should be trading at least $2.5 -$3 based upon peer mining metrics. Another dividend coming up shortly next month with great and GROWING INSIDER ownership. Has many operating INTERNATIONAL mines in safe operating jurisdictions focusing on critical minerals. DEFINITELY A STRONG BUY AT THIS PRICE.
$ECRAF Ecora Resources 3Q 2024: Royalty Growth at a Deep Discount⚒️ #Copper
▪️15% YoY Income growth so far in 2024
▪️60% earnings growth by 2030
▪️Deep discount (5.6x EV/EBITDA vs 10x-25x for peers)
https://capital10x.com/ecora-q3-24-profitable-royalty-growth-at-a-deep-discount/
