Ecora Royalties PLC: Could Critical Minerals Royalties Top $100M a Year?

Recorded on October 8, 2026 at NRS StudiosLSE: ECORTSX: ECOROTCQX: ECRAF Ecora Royalties PLC CEO Marc Bishop Lafleche joins Andy Millette to discuss the company’s shift from steelmaking coal to copper-led critical minerals royalties. How much cash flow can its portfolio generate as producing assets ramp up? Marc explains copper supply constraints, electrification and AI demand, plus cobalt, nickel, uranium and rare earths exposure. Assets discussed include Mantos Blancos, Voisey’s Bay and Patterson Corridor East. Ecora reported $32.0 million in H1 2026 royalty and metal stream revenue. Net debt fell from $124.6 million in June 2025 to $74.9 million in June…