Portfolio Strategy And Analyst SupportAggressive deployment of over $2.1 billion into new assets has reshaped the portfolio for longer-term growth, prompting analysts to reiterate buy ratings and lift price targets based on asset valuations and commodity strength.
Revenue And Asset PerformanceDoubling of stream revenues, aided by Cobre Panama concentrate sales, produced an earnings beat and implies meaningful upside to precious metals sales if Cobre Panama restarts.
Tax Settlement And Balance Sheet FlexibilitySettlement of the Canadian tax dispute removed historical liabilities and penalties, unlocking nearly $100 million of balance sheet flexibility while the company maintains a cash cushion and no debt.