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Sandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital Management

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Manage episode 375331673 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's episode, SumZero sits down with the CEO of Sandstorm Gold Royalties, Nolan Watson, and the Founder and Portfolio Manager of White Falcon Capital Management to talk about the Gold Royalties business, the investment case for SAND, and much more. Find more at www.sumzero.com 0:00 Introduction and Disclaimer 7:45 Stream vs. Royalty business models 14:34 How does Sandstorm construct its portfolio and evaluate projects? 19:22 Sandstorm's Deal history 34:00 How the price of Gold factors into Sandstorm 43:48 Sandstorm's discount to peers #smallcap #investment #midcapstocks #finance #stocks #stockmarket #gold #business #personalfinance

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 375331673 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's episode, SumZero sits down with the CEO of Sandstorm Gold Royalties, Nolan Watson, and the Founder and Portfolio Manager of White Falcon Capital Management to talk about the Gold Royalties business, the investment case for SAND, and much more. Find more at www.sumzero.com 0:00 Introduction and Disclaimer 7:45 Stream vs. Royalty business models 14:34 How does Sandstorm construct its portfolio and evaluate projects? 19:22 Sandstorm's Deal history 34:00 How the price of Gold factors into Sandstorm 43:48 Sandstorm's discount to peers #smallcap #investment #midcapstocks #finance #stocks #stockmarket #gold #business #personalfinance

  continue reading

34 episodes

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