Electric Royalties Business Summary

Electric Royalties Ltd. (ELECF) operates a specialized royalty-acquisition business model focused exclusively on the clean energy metals required for the global energy transition. The company generates revenue primarily through Net Smelter Return (NSR) royalties and streaming agreements, which provide top-line revenue participation from production volumes without the operational risks or capital expenditures associated with mining. As of March 2026, the company manages a high-density portfolio of 43 royalties across nine key commodities, including lithium, copper, manganese, graphite, and nickel. Revenue is segmented by commodity type, with the producing Punitaqui copper-gold mine in Chile serving as a foundational cash-flow asset, while near-term catalysts like the Mont Sorcier iron-vanadium project and Bissett Creek graphite project drive future growth. Electric Royalties competes with diversified royalty firms such as Metalla Royalty & Streaming Ltd., Empress Royalty Corp., and Battery Mineral Resources Corp., but distinguishes itself by maintaining a pure-play focus on electrification metals rather than precious metals like gold and silver. The leadership team is led by Co-founder and CEO Brendan Yurik, who brings over 15 years of experience in mining finance and M&A, having previously worked with Endeavour Financial. The executive suite includes Rob Scott, who was appointed Director of Finance and CFO in June 2025, leveraging a deep background in corporate restructuring and venture capital. The board is chaired by Craig Lindsay, a veteran of the resource sector and former CEO of Otis Gold Corp., who assumed the role in March 2025. Notable board members and strategic investors include Stefan Gleason, President of Money Metals Exchange and Managing Director of Gleason & Sons LLC, whose firm has provided significant credit facilities to accelerate the company’s acquisition strategy. The team is further supported by an advisory board featuring industry experts such as Robert Schafer and Marceau Schlumberger, providing technical and geological oversight for asset selection.