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Royal Gold, Inc. (RGLD) Presents at Mining Forum Europe 2026 Transcript

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⚡ Quantum Brief
Royal Gold’s Senior VP of Corporate Development highlighted 2025-2026 as the company’s most transformative year, citing record growth in its royalty and streaming portfolio during a April 2026 European mining forum. The firm positions itself as a leader in gold-focused mine finance, emphasizing perpetual investments in royalties and streams to generate long-term value without operational risks tied to mining itself. Executives addressed rising royalty costs, framing them as a net positive for Royal Gold, which benefits as the recipient of increased payments from producers amid higher gold prices and production volumes. Forward-looking statements were caveated with SEC-filed risks, underscoring volatility in commodity markets and project execution as key uncertainties for future performance. The presentation targeted investors by stressing Royal Gold’s unique model—diversified gold exposure without direct mining operations—as a compelling alternative in precious metals markets.
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SA Transcripts159.28K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Royal Gold, Inc. (RGLD) Mining Forum Europe 2026 April 14, 2026 4:00 AM EDT Company Participants Daniel Breeze - Senior Vice President of Corporate Development - RGLD Gold AG Conference Call Participants Cosmos Chiu - CIBC Capital Markets, Research Division Presentation Cosmos ChiuCIBC Capital Markets, Research Division Next up, we have Dan Breeze, Senior VP, Corporate Development at Royal Gold. Morning, Dan. I've heard about higher royalties and not really complaining, but the producers are talking about higher royalties, and we have now Royal Gold, the recipient of some of these royalties, so. Daniel BreezeSenior Vice President of Corporate Development - RGLD Gold AG Okay. Thanks for that context, Cosmos. Good to see you. Yes. Thanks for hosting this session again. Good morning, everybody. We certainly appreciate the invitation from the Denver Gold Group to be here, and thank you for your interest. I'm really pleased to update you on the Royal Gold story. The last year has been the most defining period in the history of the company. We're going to go through a few of the key items that we want to cover off for you. Just bear with me for a moment, I will be making forward-looking statements during this presentation. Actual results may differ materially due to risks and uncertainties. These details are in our most recent 10-K that was filed with the SEC. This is a high-level presentation and we'll get into a little bit of detail as we go through it. But I want to start with a summary of why we think Royal Gold is a compelling investment. We are a mine finance and portfolio management company. We are focused on making perpetual investments in royalties and streams, primarily in gold. And in fact, we lead the sector in terms of gold exposure as a percentage

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