Orogen's Royalty Continues To Expand

Source: Adrian Day 12/29/2025

Global Analyst Adrian Day shares a short update on one of the companies on his list. While there has been very little news this past holiday week, Day expects news to pick up in the new year.

Orogen Royalties Inc. (OGN:TSXV; OGNNF:OTC) reported positive exploration results from First Majestic Silver Corp. (AG:TSX; AG:NYSE; FMV:FSE) at its Ermitaño mine, on which Orogen holds a 2% royalty, its only cash-flowing royalty at present.

The Navidad area reported some strong drill holes, and the mineralization is now over 1,200 meters on strike and 400 meters down dip. In addition, resource conversion continues at the Luna area. First Majestic has been making investments in the processing plant and other infrastructure, supporting Orogen’s optimism in “long-term upside” on its royalty ground.

We had been expecting Orogen to see some selling after the Triple Flag Precious Metals Corp. (TFPM:TSX; TFPM:NYSE) transaction, from investors who had purchased it purely for the Arthur Royalty sale, but it has been remarkably resilient as buyers line up.

Orogen is the rare exploration company with long-term cash flow and a very solid balance sheet. It has a strong management and technical team, along with top-notch partners (BHP Billiton Ltd. (BHP:NYSE; BHPLF:OTCPK), South 32 DR (SOUHY:OTCMKTS), Triple Flag, and Altius Minerals Corp. (ALS:TSX)), and numerous projects at various stages, a couple of which could turn into world-class projects.

After a drop this month from $2.60, Orogen is a Buy.

TOP BUYS this week, in addition to the above, include Kingsmen Creatives Ltd. (KMEN:SI), Ares Capital Corp. (ARCC:NASDAQ), Midland Exploration Inc. (MD:TSX.V), and Lara Exploration Ltd. (LRA:TSX.V).

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Important Disclosures:

1. As of the date of this article, officers and/or employees of Streetwise Reports LLC (including members of their household) own securities of Lara Exploration Ltd., Midland Exploration Inc., Altius Minerals Corp., Triple Flag Precious Metals Corp., First Majestic Silver Corp., and Orogen Royalties Inc.
2. Adrian Day: I, or members of my immediate household or family, own securities of: All. My company has a financial relationship with: None. My company has purchased stocks mentioned in this article for my management clients: All. I determined which companies would be included in this article based on my research and understanding of the sector.
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Adrian Day Disclosures

Adrian Day’s Global Analyst is distributed for $990 per year by Investment Consultants International, Ltd., P.O. Box 6644, Annapolis, MD 21401. (410) 224-8885. www.AdrianDayGlobalAnalyst.com. Publisher: Adrian Day. Owner: Investment Consultants International, Ltd. Staff may have positions in securities discussed herein. Adrian Day is also President of Global Strategic Management (GSM), a registered investment advisor, and a separate company from this service. In his capacity as GSM president, Adrian Day may be buying or selling for clients securities recommended herein concurrently, before or after recommendations herein, and may be acting for clients in a manner contrary to recommendations herein. This is not a solicitation for GSM. Views herein are the editor’s opinion and not fact. All information is believed to be correct, but its accuracy cannot be guaranteed. The owner and editor are not responsible for errors and omissions. © 2023. Adrian Day’s Global Analyst. Information and advice herein are intended purely for the subscriber’s own account. Under no circumstances may any part of a Global Analyst e-mail be copied or distributed without prior written permission of the editor. Given the nature of this service, we will pursue any violations aggressively.

( Companies Mentioned: OGN:TSXV;OGNNF:OTC, )

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