Metalla stock backed by 'strong near-term production potential' - Canaccord

Published 01/10/2024, 08:10
Metalla stock backed by 'strong near-term production potential' - Canaccord

Tuesday, Canaccord Genuity initiated coverage on Metalla Royalty & Streaming Ltd. stock with a Buy rating and set a price target of Cdn$7.25. The precious metals-focused company, which operates a global portfolio of 102 assets, saw positive attention due to its substantial number of exploration and development-stage assets.

Metalla Royalty & Streaming, listed on the TSX Venture and NYSE American under the ticker MTA, has key producing assets that include royalties on Aura Minerals' Aranzazu operation in Mexico, G Mining's Tocantinzinho project in Brazil, and Coeur Mining (NYSE:CDE)'s Wharf in South Dakota. These assets contribute significantly to the company's net asset value (NAV).

The company's portfolio is heavily weighted towards assets in the exploration and development stages, which account for approximately 86% of its NAV. This includes several assets with the potential to begin production in the near future, indicating potential growth for the company's revenue streams.

Canaccord Genuity's analyst highlighted the company's extensive exploration and development-stage assets as a large fraction of Metalla's NAV, suggesting confidence in the company's future prospects. The firm's initiation of coverage with a Buy rating reflects an optimistic view of Metalla's investment potential.

The price target of Cdn$7.25 indicates a positive outlook for the stock, encouraging investors to consider the potential upside based on the company's current and future asset portfolio. Metalla Royalty & Streaming's focus on precious metals and its diversified global presence are key factors contributing to this favorable assessment.

In other recent news, Metalla Royalty & Streaming Ltd. has announced the appointment of Jason Cho as the company's new president. Cho, who brings over 25 years of experience in the mining sector, has also made a personal equity investment of C$1.0 million into Metalla, acquiring 250,000 common shares.

This move, pending approval from the TSX Venture Exchange and NYSE American LLC, aligns his interests with those of the company and its shareholders. In addition to his investment, Metalla has granted Cho 250,000 restricted share units and 150,000 stock options as part of its share compensation plan.

In other developments, the Metropolitan Transportation Authority (MTA) of New York is reassessing its capital projects due to the indefinite pause of the congestion pricing initiative in Manhattan. This program, which was expected to generate annual revenue between $1 billion and $1.5 billion, has been put on hold due to concerns about high inflation rates and potential impacts on commuters and tourists. As a result, Governor Kathy Hochul is committed to finding alternative funding sources for MTA's projects. These are among the recent developments affecting both Metalla and the MTA.

InvestingPro Insights

To complement Canaccord Genuity's optimistic outlook on Metalla Royalty & Streaming Ltd. (MTA), InvestingPro data provides additional context for investors. Despite the company's promising portfolio of exploration and development-stage assets, InvestingPro Tips reveal that MTA is not currently profitable and analysts do not anticipate profitability this year. This aligns with the company's focus on future growth potential rather than immediate returns.

The company's revenue growth of 48.42% over the last twelve months as of Q2 2024 supports the positive view on its expanding asset base. However, it's worth noting that MTA operates with a moderate level of debt, which could be a consideration for risk-averse investors.

For those interested in a deeper analysis, InvestingPro offers 6 additional tips for MTA, providing a more comprehensive view of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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