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Derrick Pattenden, CIO of Nations Royalty, frames the discussion around a structural gap in the mining sector: Indigenous communities often participate at the project level but rarely capture diversified, long-duration value. He outlines how Nations Royalty was built to solve this problem by pooling royalty interests, reducing single-asset risk, and converting episodic mine revenue into scalable, enduring cash flow. Pattenden emphasizes that the market continues to underestimate the strategic leverage Indigenous groups bring to negotiations, permitting, and long-term project certainty, advantages that directly translate into stronger royalty economics.

The conversation then moves to Nations Royalty's asset base and financial positioning, with Pattenden walking through key projects including Brucejack, Premier and Red Mountain, Kitsault, and Seabridge Gold's KSM deposit. He explains how BC mineral tax–linked royalties provide asymmetric upside as metal prices rise, while maintaining downside protection. Particular attention is given to KSM as a world-class, permitted asset where development optionality could unlock significant future value. Pattenden closes by addressing the broader opportunity: enabling Indigenous Nations to build sustainable revenue streams through collaboration and royalty aggregation, while offering investors exposure to high-quality mining assets with a differentiated social and economic foundation.

 

Learn More About Nation's Royalty: https://nationsroyalty.ca/  

Join me for Rick Rule's Golden Triangle Bootcamp here:👉 https://lumaconference.com/bootcamp-partner/?via=inittowinit

 

Key Market Insights This Week:

✅ Derrick Pattenden highlights a structural mispricing of Indigenous-linked mining royalties
✅ Nations Royalty focuses on pooling royalties to reduce single-asset risk
✅ Indigenous groups provide strategic advantages in permitting and project certainty
✅ Royalty aggregation creates long-duration, scalable cash flow opportunities
✅ BC mineral tax–linked royalties offer asymmetric upside with price strength
✅ Brucejack provides current cash flow with improving outlook
✅ Premier and Red Mountain represent near-term restart optionality
✅ Kitsault adds long-dated upside through a sliding-scale NSR royalty
✅ Seabridge's KSM stands out as a world-class, permitted development catalyst
✅ Sustainable Indigenous revenue models align community value with investor returns

 

Tools for Success that I Love and find Helpful / Affiliates:

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Justin Huhn Newsletter

 

Chapters:

00:00 Nations Royalty Overview 

01:44 Nations Royalty Leadership & Team 

04:06 Indigenous Mining Royalty Model 

08:34 Ownership & Share Structure 

11:31 Brucejack Mine Overview 

13:10 Cash Runway & Funding Strategy 

14:23 Premier & Red Mountain Projects 

17:31 Gold vs Silver Revenue Breakdown 

20:09 Seabridge Gold & KSM Deposit 

22:35 BC Mineral Tax Royalty Explained 

26:42 Nations Royalty as KSM Proxy 

30:52 Growth Strategy & Project Pipeline 

32:49 Structuring Indigenous Royalties 

35:55 Partnering With Indigenous Groups 

41:24 Issuing Shares for New Royalties 

43:28 KSM Buyout Possibilities 

46:10 Stock Listings & Tickers 

48:30 NAV vs Market Cap Discussion 

50:56 Biggest Open Question for the Company 

55:13 How to Contact Nations Royalty

 

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and m