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    Lyle Green • Shareholder

    Lyle Green's questions to Franco-Nevada Corp (FNV) leadership

    Lyle Green's questions to Franco-Nevada Corp (FNV) leadership • Q2 2025

    Question

    Lyle Green, a shareholder, asked about the price assumptions and sensitivities in the company's guidance, as well as the financial and strategic implications if the Cobre Panama asset remains offline into 2026.

    Answer

    CFO Sandip Rana provided the guidance assumptions ($3,250 gold, $37 silver) and confirmed the company does not hedge. President & CEO Paul Brink stated that Cobre Panama was fully impaired and is not in near-term guidance, describing its potential restart as the 'biggest free option' in the sector and pure upside for the robust portfolio.

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    Lyle Green's questions to Franco-Nevada Corp (FNV) leadership • Q2 2025

    Question

    Shareholder Lyle Green asked about the price assumptions in the company's guidance, sensitivity to metal prices, and the strategic implications if Cobre Panama remains offline long-term.

    Answer

    CFO Sandip Rana provided the guidance assumptions ($3,250 gold, $37 silver) and confirmed the company does not hedge. President and CEO Paul Brink reiterated that Cobre Panama was fully impaired and its potential restart represents pure upside, calling it the 'biggest free option' in the sector. He emphasized that the portfolio is robust and not dependent on its return.

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