In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space.
Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners.
Topics covered:
• How royalty and streaming models work
• Metalla’s $6M investment that became a major gold discovery
• Why the royalty model scales with minimal overhead
• Outlook for gold, silver, and copper in 2025–2030
• The next growth phase for Metalla Royalty
Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/
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00:00 Intro to Metalla Royalty and how royalty companies work
03:51 Hanging on to portfolio companies
05:09 How Metalla sources investments
07:45 Metalla's plans for the next year or two
12:49 Spread of gold, silver and copper companies
13:58 Operational and downside risks
18:16 Criteria for new investments
23:20 Commodity cycle outlook and growing the business
26:56 How do mining companies pay - cash or bullion?
31:24 Can production satisfy projected demand?
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In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space.
Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners.
Topics covered:
• How royalty and streaming models work
• Metalla’s $6M investment that became a major gold discovery
• Why the royalty model scales with minimal overhead
• Outlook for gold, silver, and copper in 2025–2030
• The next growth phase for Metalla Royalty
Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/
📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/
Follow us:
BlueSky - https://bsky.app/profile/thearmchairtrader.com
Linkedin - https://www.linkedin.com/company/10429893
Instagram - https://www.instagram.com/armchairtrader
Facebook - https://www.facebook.com/TheArmchairTrader
00:00 Intro to Metalla Royalty and how royalty companies work
03:51 Hanging on to portfolio companies
05:09 How Metalla sources investments
07:45 Metalla's plans for the next year or two
12:49 Spread of gold, silver and copper companies
13:58 Operational and downside risks
18:16 Criteria for new investments
23:20 Commodity cycle outlook and growing the business
26:56 How do mining companies pay - cash or bullion?
31:24 Can production satisfy projected demand?
Canadian Small and Mid Cap Growth Stocks with Jordan Zinberg, Bedford Park Capital | Ep.139
Investing, Markets & Money
25 minutes 57 seconds
5 months ago
Canadian Small and Mid Cap Growth Stocks with Jordan Zinberg, Bedford Park Capital | Ep.139
Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist.
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Linkedin - https://www.linkedin.com/company/10429893
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00:00 Intro to the Bedford Park Capital fund
01:00 Why no resource bias to the fund?
02:10 The fund's performance
03:17 Canada's exposure to the US tariffs
06:17 Protecting yourself from unpredictability
07:28 Current trends in the Canadian market
08:50 How can you handle volatility?
10:11 IPO activity in Canada
10:54 Is there a sector that Jordan favours?
11:51 A post-election wishlist
14:05 Jordan's favourite stocks
19:33 Looking for dividend stocks
21:44 High-quality family businesses in Canada
24:16 Shareholder activism
Investing, Markets & Money
In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space.
Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners.
Topics covered:
• How royalty and streaming models work
• Metalla’s $6M investment that became a major gold discovery
• Why the royalty model scales with minimal overhead
• Outlook for gold, silver, and copper in 2025–2030
• The next growth phase for Metalla Royalty
Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/
📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/
Follow us:
BlueSky - https://bsky.app/profile/thearmchairtrader.com
Linkedin - https://www.linkedin.com/company/10429893
Instagram - https://www.instagram.com/armchairtrader
Facebook - https://www.facebook.com/TheArmchairTrader
00:00 Intro to Metalla Royalty and how royalty companies work
03:51 Hanging on to portfolio companies
05:09 How Metalla sources investments
07:45 Metalla's plans for the next year or two
12:49 Spread of gold, silver and copper companies
13:58 Operational and downside risks
18:16 Criteria for new investments
23:20 Commodity cycle outlook and growing the business
26:56 How do mining companies pay - cash or bullion?
31:24 Can production satisfy projected demand?