In short: A brief nod in the royalty run-through: "from what I've seen, it's a pretty good value." No specific target price given.
Orogen Royalties is another precious-metals royalty name. Rusche gives it only a brief nod here — "a pretty good value" from what he's seen, with no specific price target.
27:31I think you're looking at a triple in 10 years if my math is right on that. So a 10-year triple is not bad at all. So even though historically it's traded below its NAV, I would be willing to buy it here because the price is fair. Orogen, from what I've seen, is a pretty good value.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.