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High materiality8/10

Altius set for record Q2 royalty revenue; GBR stake climbs to 50%

Jul 20, 2026, 7:48 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong revenue growth trajectory (C$30m vs C$12.7m YoY) and a major stake increase in GBR to 50% imply higher attributable royalties, improved cash flows, and potential multiple expansion. Historically, such M&A-driven ownership boosts trigger short-term re-rating, especially when coupled with near-term earnings visibility.

AI summary

What happened, with direct paths to the underlying reporting

Altius expects Q2 2026 attributable royalty revenue of about C$30 million, up from C$12.7 million in Q2 2025, underscoring stronger cash flows across base metals, lithium, potash, and electricity royalties. The July GBR deal will lift Altius' effective GBR ownership to 50% and could amplify future revenue and NAV once closed and reflected in Q2 results.

Q2 2026 attributable royalty revenue expected at approximately C$30m; Q2 2025 was C$12.7m.
GBR stake expands to 50% after late July close.
Lithium revenue to $6.4m; base metals $9.4m; electricity $6.1m.
Q2 2026 results release Aug 10, conference call Aug 11.

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