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    Bernie Pichy • Palisade Capital

    Bernie Pichy's questions to Franco-Nevada Corp (FNV) leadership

    Bernie Pichy's questions to Franco-Nevada Corp (FNV) leadership • Q2 2025

    Question

    Bernie Pichy from Palisade Capital asked if the recent pattern of aggressive M&A, a focus on North America, and less interest in non-precious metals represented a strategic shift for the company.

    Answer

    President & CEO Paul Brink clarified that there has been no strategic shift. He reiterated the company's core strategy is to be the 'go-to gold stock' by adding quality gold assets throughout the cycle, while the diversification strategy remains opportunistic. He stated the recent deal mix is simply a function of market availability.

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    Bernie Pichy's questions to Franco-Nevada Corp (FNV) leadership • Q2 2025

    Question

    Bernie Pichy from Palisade Capital asked if the recent pattern of aggressive M&A, a focus on North American precious metals, and less interest in other commodities represented a strategic shift.

    Answer

    President and CEO Paul Brink clarified that there has been no strategic shift. He stated the core strategy remains to be the 'go-to gold stock' by acquiring quality, long-life gold assets. The diversification strategy is unchanged and remains opportunistic. The recent deal mix, he explained, is a function of market availability rather than a change in the company's fundamental approach.

    Ask Fintool Equity Research AI