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?
All content for Investing, Markets & Money is the property of The Armchair Trader and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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?
Is Now the Right Time to Buy UK Mid-Cap Stocks? with Jean Roche, Schroders | Ep.150
Investing, Markets & Money
31 minutes 35 seconds
2 weeks ago
Is Now the Right Time to Buy UK Mid-Cap Stocks? with Jean Roche, Schroders | Ep.150
Host Stuart Fieldhouse chats with Jean Roche, manager of the Schroders UK Mid-Cap Investment Trust, to discuss what defines a mid-cap stock, the FTSE 250 outlook, share buybacks, and where she’s finding opportunity in UK defence and retail stocks.
If you’ve been wondering whether UK equities are undervalued or how mid-cap investing compares to large and small-cap strategies, this episode offers deep insight from one of the most experienced managers in the market.
Our thanks to Schroders for the use of their studio for this episode. You can find out more about Schroder UK Mid-Cap Fund here - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/
🎧 Subscribe for more investing insights and market analysis every week.
👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/
Listen on:
Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
SoundCloud - https://soundcloud.com/armchairtrader/
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 What is a Mid Cap stock?
02:00 Jean's investment philosophy regarding Mid Caps
05:05 Why so many share buybacks right now?
08:13 Why Mid Caps and not Large Caps?
11:25 The wider UK economy and equity market
15:18 UK sectors and themes to watch
18:28 When a company makes it into the FTSE 100
22:20 How does Jean protect the downside risk?
25:00 Key contributors to the trust's performance
27:17 Looking ahead to UK market opportunites and risks
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?
