In short: Mostly gold & copper; just announced a significant silver royalty — production likely "five years, maybe seven" out (management says end-2027, which he thinks "very optimistic"). Good growth and other strong assets; "a pretty good price" at the entry level he cited. (He says "around $15"; Elemental Altus trades far lower — likely a misstatement / mis-transcription of ~$1.50.)
Elemental Altus Royalties is a smaller gold-and-copper royalty company that just added a sizable silver royalty. Rusche thinks that silver asset won't actually produce until ~5–7 years out (management says end of 2027, which he considers too optimistic), but it gives the company real long-term growth, and he sees the stock as good value around the price he cited.
28:03I don't have a specific target price on that. Elemental Royalty — this is mostly gold and copper, and they recently announced an acquisition. So they're bringing on a significant silver asset that's hopefully in production five years from now. Their management is saying production by end of 2027, but I don't think that's going to happen. I think that's being very very optimistic.
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