Transaction log
Feb 18, 2020 - Bought 30 @ $117.00 (3.51% wtg, coffee can)
Feb 28, 2021 - Bought 10 @ $122.84 (2.86% wtg)
Dec 16, 2025 - Sold 10 @ $211.98 (2.47% wtg)
Franco-Nevada
Location: Toronto, Ontario, Canada
Profile
Industry: Gold mining
Sector: Basic materials
Theme: Inflation not dead
5-Year shareholder growth: +15.1%/year
Estimated fair value: $220
Valuation assumption: 3.5% MFCF yield
Operating income/gross profit: 78.6%
Insider ownership: 0.47%
Estimated fair value history
Dec-24 - $130 (3.5% MFCF yield)
Mar-25 - $138
Jun-25 - $173
Sep-25 - $193
Dec-25 - $220