FoggyIsle.XYZ | Market's view on Trident Royalties

The electrification of transport coupled with low lithium prices are perceived as a long-term bet for significant benefits, as conveyed by a taxi driver in Lisbon who mentioned low refill costs and quick charging times for his electric vehicle.
Concerns are raised about the over-dependence on lithium despite having a diversified portfolio, stressing that unless lithium prices improve, the prospects may remain unexciting.
The market is currently demanding proof of success rather than potential, with a specific call for actual delivery which is affecting mining stocks, including those related to lithium.
Positive movements in copper prices are reported, which should ostensibly boost revenues for those involved in copper mining.
The financial market has shown volatility, which might benefit those holding assets like gold through buy-sell price differentials.
Comments on issues such as new share issuance at a discount by Lithium America to finance faster project development suggest strategic moves to advance lithium projects.
The expected increase in gold production is projected to enhance income from gold royalties and off-take agreements.
Diversification into different minerals and better communication from management are highlighted as positive steps forward for certain companies.
Concerns about the timing of lithium production and its profitability are discussed, with specific references to agreements with large shareholders like General Motors ensuring a minimum price for lithium which secures profitability.
Discussions about the impact of high gold prices on revenues and the strategic timing of certain mines coming into production.
The lack of movement in stock prices despite strong commodity markets suggests that the valuation of assets isn’t reflective of their potential, particularly for assets not yet in production.
The financial community’s focus on return on equity and yield as valuation metrics for miners, projecting that companies like TRR need a few more years to achieve profitability.
The role of Thacker Pass in the company’s valuation is debated, with opinions varying on the impact of recent funding on its development timeline and overall asset value.