Altius Minerals: Investor Update

0:00 - Intro 0:26 - Rationale of Altius Renewables (ARR) take private from Altius Minerals standpoint 4:11 - Who is your new partner (Northampton) in ARR? 6:05 - Further Discussion on ARR cost of capital 10:09 - Does the Capital Allocation Strategy toward Renewables Change? 12:37 - Return rates on the latest Investments in Renewables 14:55 - Silicon & investment in Orogen 16:25 - Altius Minerals' Strategy for Silicon 20:04 - Inferred Valuation of the Silicon Royalty 21:33 - Further Discussion on Silicon Strategy 24:28 - Curipamba - the next cashflowing Royalty 31:42 - Kami FS - where is Champion at with the project? 38:39 - Voisey's Bay - UG Rampup 41:44 - Potash Segment - Status & Outlook 49:10 - Chapada - how is Sauva (expansion) developing as a narrative? 51:30 - Further discussion on the Renewables Segment 57:12 - Silicon Royalty - Lagging recognition of value for Altius Minerals 59:07 - Current Market Opportunity & Capital Allocation