What is Osisko Gold's gross profit margin?

What were the key takeaways from Osisko Gold's earnings call?

What is the revenue and EPS growth rate for Osisko Gold year over year?

What is Osisko Gold's latest dividend and current dividend yield?

What factors drove the changes in Osisko Gold's revenue and profit?

What is the market's earnings forecast for Osisko Gold next quarter?

What guidance did Osisko Gold's management provide for the next earnings period?

What were the key takeaways from Osisko Gold’s earnings call?

- **Record Revenue Growth**: Q3 2025 revenue of $71.6 million, up 71% YoY, driven by higher commodity prices.
- **Debt-Free and Cash-Strong**: $57 million in cash, debt-free for the first time in over a decade.
- **Strategic Deal Discipline**: Focusing on high-return transactions with secure structures, targeting $50 million-$500 million deals.
- **2026 Outlook**: Expected growth from Mantos Blancos and Namdini, with Dalgaranga set to begin production in H1 2026.

**【CEO Opening Remarks】**
- **Q3 2025 Performance**: OR Royalties earned 20,326 GEOs, a 3% Q/Q increase, tracking toward the midpoint of its 80,000-88,000 GEOs full-year guidance. Q4 is expected to be the strongest quarter due to improved silver grades at Mantos Blancos.
- **Revenue and Cash Flow**: Q3 revenue reached $71.6 million, up 71% YoY, driven by higher commodity prices. Cash margin remained at 97%, with $57 million in cash and a debt-free balance sheet.
- **Commodity Price Impact**: Higher-than-budgeted gold prices reduced GEOs by 2,000-2,100 due to skewed commodity ratios, but record revenues offset this, with a $3,188/oz average realized gold price.
- **Strategic Discipline**: CEO emphasized disciplined capital allocation, focusing on high-return transactions with realistic commodity pricing and secure contracts.

**【Q&A Highlights】**
- **Malartic Outlook**: CEO noted grade overperformance at Canadian Malartic but expects no significant changes to mine plans, with detailed updates in early 2026.
- **Eagle Mine Negotiations**: OR Royalties is involved in a public process for the Eagle mine, with potential operator announcements in 2026. Inclusion in five-year outlook depends on deal terms.
- **Transaction Strategy**: The company is evaluating $50 million-$500 million opportunities, prioritizing tier-one jurisdictions and transactions exceeding a mid-teens IRR hurdle rate.
- **2026 Guidance**: Anticipated growth from Mantos Blancos' higher silver grades and Namdini's ramp-up, with no new organic assets beyond Dalgaranga, expected to start production in H1 2026.

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