Transaction log

  • Feb 18, 2020 - Bought 30 @ $117.00 (3.51% wtg, coffee can)

  • Feb 28, 2021 - Bought 10 @ $122.84 (2.86% wtg)

Franco-Nevada

Location: Toronto, Ontario, Canada

 

Profile

Industry: Gold mining

Sector: Basic materials

Theme: Inflation not dead

5-Year shareholder growth: +12.6%/year

Estimated fair value: $193

Valuation assumption: 3.5% MFCF yield

Insider ownership: 0.62%

Estimated fair value history

  • Dec-24 - $130 (3.5% MFCF yield)

  • Mar-25 - $138

  • Jun-25 = $173

  • Sep-25 = $193