TORONTO, April 7, 2026 /PRNewswire/ - Franco-Nevada Corporation ("Franco-Nevada" or the "Company") (TSX: FNV) (NYSE: FNV) notes that its partner, First Quantum Minerals Ltd. ("First Quantum"), announced today that the Government of Panama has formally approved the removal, processing and export of stockpiled ore at the Cobre Panamá mine that was extracted prior to the suspension of operations.
Gold mining stocks were reaching for new heights in Q1 2026, but their quest got derailed as uncertainty arose about the outlook. The war in the Middle East can cause all sorts of problems for gold and gold miners, something likely to continue in Q2 2026. While an oil crisis is a short-term headwind for gold and gold miners, the long-term impact could be more positive for both.
I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framework prioritizes companies with hard assets, durable competitive moats, and long-duration cash flows that are less vulnerable to AI-driven commoditization. Key investment themes include nuclear utilities (VST, CEG), copper producers (FCX), gold/silver streamers (FNV, WPM), grid/infrastructure suppliers (ETN, FIX), and defense/aerospace leaders (RTX, TDG).
Franco-Nevada Co. (TSE: FNV - Get Free Report) (NYSE: FNV)'s share price passed above its two hundred day moving average during trading on Monday. The stock has a two hundred day moving average of C$308.24 and traded as high as C$333.20. Franco-Nevada shares last traded at C$324.96, with a volume of 418,725 shares traded. Analyst Ratings
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Enclave Advisors LLC bought a new stake in Franco-Nevada Corporation (NYSE: FNV) (TSE: FNV) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 5,500 shares of the basic materials company's stock, valued at approximately $1,140,000. Several other large investors also recently added to
TORONTO, March 19, 2026 /PRNewswire/ - Franco-Nevada Corporation ("Franco-Nevada") announced that its Annual Information Form, Consolidated Annual Financial Statements and Management's Discussion and Analysis for the year ended December 31, 2025 have been filed with Canadian securities regulatory authorities. Franco-Nevada has also filed its Form 40-F for the year ended December 31, 2025 with the U.S. Securities and Exchange Commission.
Here is how Franco-Nevada (FNV) and Rio Tinto (RIO) have performed compared to their sector so far this year.
Franco-Nevada had a record year in 2025, reporting 90%+ cash margins (nearly a 1,000 basis point improvement from 2019 levels), and enjoyed incredibly low cash costs of ~$325/oz. The company's record results were achieved despite minimal contribution from Cobre Panama and achieved with gold ($3,453/oz), silver (~$40/oz), and oil (~$64/barrel) prices well below current levels. In this update we'll dig into Franco-Nevada's full-year results, recent developments, and why it continues to be a premier way to add gold exposure to one's portfolio on sharp pullbacks.
Oil shocks and rate pressure lift companies like Exxon Mobil, as energy, gold and defense stocks gain from inflation, volatility and geopolitical strain.