Video News/Investment Trends
Royalty sector shifts as $4.3B deals signal new cycle | Brett Heath
Metalla Royalty & Streaming (NYSE American: MTA; TSXV: MTA) CEO Brett Heath says a recent surge in billion-dollar royalty and streaming transactions reflects a structural shift in mining finance as higher metal prices reshape capital markets. Speaking with Kitco Mining’s Investment Trends at the 35th BMO Metals & Mining Conference, Heath pointed to a $4.3 billion copper stream and other major deals as evidence that “we’re entering a period of time right now where there’s going to be a new copper build cycle,” with royalties playing a growing role in funding multi-billion-dollar projects. Heath also highlighted what he sees as a valuation disconnect in the sector. While consensus models use just over $3,000 gold, he said Metalla trades closer to 0.6x NAV at spot prices. After reporting record 2025 revenue of just under $12 million, which he described as “a step change,” the company is targeting roughly 35% compound annual growth toward the end of the decade as development royalties move closer to production.
Guests: Brett Heath
Source: Kitco Mining
Share
Up next
MORE
Latest Videos
That's all the videos we have for now. Please check back later.