Franco-Nevada: I Tried To Break The Bull Case, And It Held

Franco-Nevada fell about 11% in a month on three worries: idle cash, a shrinking top stream, and a capped Cobre Panamá. Management's own words answer each one, and none of them breaks the thesis. I put the value somewhere around $121 a share; the stock trades at 1.94x that, below Wheaton's 2.38x on the same basis.

Seeking Alpha • 14 hours ago

Gold Mining Stocks: Winners And Losers At The Beginning Of Q4 2026

Gold mining stocks did much better in Q3 2026 than in Q2 2026, but major losses towards the end mean they start Q4 2026 on a weak note. The sector has see-sawed because of alternating developments in the energy markets, specifically as it relates to the perceived impact on monetary policy. There is a scenario where the current unfavorable environment could develop into a favorable one for gold miners, but it is not a guaranteed one.

Seeking Alpha • Oct 8, 2026

I'm Betting Big On These Discounted Proven Outperformers

The market is offering several proven long-term total return outperformers at a clear discount today. I detail two opportunities that have very strong underlying fundamentals and long-term growth potential. I also share the risks involved.

Seeking Alpha • Oct 7, 2026

Franco-Nevada Becomes Significant Shareholder of Kenorland Minerals

Vancouver, British Columbia--(Newsfile Corp. - October 5, 2026) - Kenorland Minerals Ltd. (TSXV: KLD) (OTCQX: KLDCF) (FSE: 3WQ0) ("Kenorland" or the "Company") announces that Franco-Nevada Corporation (TSX: FNV) (NYSE: FNV) ("FNV"), a leading gold-focused royalty and streaming company, has acquired an aggregate of 10,000,000 common shares ("Common Shares") of Kenorland (the "Transaction"), representing approximately 12.42% of the outstanding Common Shares.

Newsfile Corp • Oct 5, 2026

Franco-Nevada sees structured path forward for Cobre Panama, Jefferies says

Franco-Nevada Corporation (TSX:FNV)'s Cobre Panama stream is on firmer footing than headlines suggest, according to Jefferies, which says a Panamanian commission's recommendation to restart the mine points to a structured path forward.  The ministerial commission recommended restarting the First Quantum-operated mine to ultimately facilitate an orderly closure.

Proactive Investors • Sep 30, 2026

Franco-Nevada Sees 45% Growth if Cobre Panama Restarts

Franco-Nevada NYSE: FNV outlined its approach to profitable growth, citing a focus on return on capital, flexible financing structures and partnerships with operating teams, while highlighting potential production growth from its existing portfolio.

MarketBeat • Oct 1, 2026

Cobre Panamá Update

TORONTO, Sept. 30, 2026 /PRNewswire/ -- Franco-Nevada Corporation ("Franco-Nevada" or the "Company") (TSX: FNV) (NYSE: FNV) notes that its partner, First Quantum Minerals Ltd.

PRNewsWire • Sep 30, 2026

Can Higher H2 Production Support Franco-Nevada's 2026 Guidance?

FNV's higher H2 production outlook, stronger asset performance and Cobre Panama deliveries support its 2026 GEO sales guidance.

Zacks Investment Research • Sep 30, 2026

Franco-Nevada Announces Appointment of Paul Brink as Chair of the World Gold Council

TORONTO, Sept. 28, 2026 /PRNewswire/ -- Franco-Nevada Corporation ("Franco-Nevada" or the "Company") (TSX: FNV) (NYSE: FNV) is pleased to announce the appointment of Paul Brink, President & CEO of Franco-Nevada, as Chair of the World Gold Council, the industry association representing the world's leading gold mining companies.

PRNewsWire • Sep 28, 2026

Can Franco-Nevada's Portfolio Expansion Drive Future Growth?

FNV is expanding its royalty portfolio across producing, development and exploration assets, targeting greater revenue diversity and long-term growth.

Zacks Investment Research • Sep 21, 2026