Rob feels that Royalty and Streaming companies are losing their competitive edge and will underperform the market going forward. He thinks that management is weak that make use of these instruments since they are sacrificing their companies upside.
Joseph discusses how Osisko being one of the newest royalty companies takes a different approach by being more of a partner than traditional arrangements. He points out that shareholders are increasingly trusting royalty companies to allocate capital to the mining sector. He says, “Royalty companies have been an excellent investment and can be important in a companies capital structure.”