JUNIORMETRICS
Gold$4,479.95/oz
Silver$66.98/oz
Copper$6.00/lb

Orogen Royalties Inc.

OGN·$3.92·$153.5M cap
N/A -- 2% NSR on the producing Ermitaño mine and surrounding 167km2, Sonora, Mexico, plus a partner-funded royalty portfolio (US/Canada/Argentina/Kenya/Colombia) Map

Orogen Royalties Inc. is a royalty company built around a 2% net smelter return royalty on First Majestic's producing Ermitaño mine and the surrounding 167km2 land package in Sonora, Mexico, alongside a broader partner-funded royalty portfolio spanning the United States, Canada, Argentina, Kenya and Colombia. In H1 2026 Orogen's royalty and option partners funded approximately 44,000 metres of drilling across the portfolio, and the company received $1.72 million in royalty/option payments year-to-date. Orogen holds no operated mine of its own -- its production-stage classification reflects that its principal royalty (Ermitaño) is on an active, producing operation, consistent with how this database treats other royalty companies.

Notable vs. Peers

  • Trading within 4% of its 52-week high — strong recent price momentum.
10/10
Weak track recordStrong track record
6.5/10
Thin runwayWell-capitalized
9/10
High riskLow risk
How this is calculated
3.8/10
Weaker portfolioStronger portfolio
8.5/10
Weaker profileStronger profile
Price Chart
$1.25$1.74$2.45$2.37$3.92AugNovFebJunSep
Aug 12, 2025Sep 4, 2026
News
$3.92
+225.3%from low-2.6%from high
$1.20$4.02
$153.5M
Far belowFar above
$563.3M median
$145.5M
Far belowFar above
$527M median
59.4M
Far aboveFar below
305.4M median
Price (USD - Local)
$3.92 - CAD 5.42
Cash Position (USD)
$8M
Far belowFar above
$92.4M median
Debt (USD)
Far aboveFar below
$6.2M median
Jurisdiction
Canada
This company's data hasn't been researched yet
This company's data hasn't been researched yet
34.4%
0%100%
19.1% median
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
Not enough peer data yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
Overall Score Trend
+16.4% since 2026-08-10

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Royalty & Streaming Portfolio

Orogen Royalties Inc. does not operate mines, so it has no technical study of its own. What it holds instead is a book of royalty and stream interests in other companies' assets -- the portfolio below. Only figures the company has actually disclosed are shown; nothing here is estimated.

Royalties
34
Streams
0
Producing assets
1
Development assets
0
Exploration assets
33
Tracked interests (11)
Material/flagship assets, not the full long tail — expect this to be smaller than the portfolio counts above
AssetCommodityInterestRate / priceStage
Ermitaño
2.0% NSR on the producing Ermitaño mine and surrounding 167km2 land package, Sonora, Mexico -- OGN's sole cash-flowing royalty, effectively ~100% of current royalty revenue (structural inference from the 1-of-34-producing portfolio composition, not a company-published concentration %). Au/Ag mine; GOLD used per first-listed convention. Q1 2026: 519 attributable GEOs, revenue $3.4M for the quarter.
Gold
Royalty
NSR
2%Production
Rosterman
Shanta Gold Limited · Kenya
3.0% NSR, exploration-stage per the company's portfolio page; stage left null (Stage enum has no plain exploration gate).
Gold
Royalty
NSR
3%
Sigalagala
Shanta Gold Limited · Kenya
3.0% NSR, exploration-stage; stage left null.
Gold
Royalty
NSR
3%
Bukura
Shanta Gold Limited · Kenya
3.0% NSR, exploration-stage; stage left null.
Gold
Royalty
NSR
3%
Kalium Canyon
Rate disclosed as a 2.0%-3.0% range, not a single rate -- ratePct left null. Exploration-stage; stage left null.
Gold
Royalty
NSR
Maggie Creek
Nevada Gold Mines · USA
2.0% NSR, subject to exercise of a partner option per Orogen's own portfolio page. Exploration-stage; stage left null.
Gold
Royalty
NSR
2%
Los Coyotes
Fresnillo plc · Mexico
1.0% NSR. Au/Ag project; GOLD used per first-listed convention. Exploration-stage; stage left null.
Gold
Royalty
NSR
1%
Tabor
Rate disclosed as 1.0%-3.0%, subject to exercise of a partner option -- not a single rate, ratePct left null. Exploration-stage; stage left null.
Gold
Royalty
NSR
Cumobabi
1.5% NSR. Au/Ag project; GOLD used per first-listed convention. Exploration-stage; stage left null.
Gold
Royalty
NSR
1.5%
Hwy 37
Rate disclosed as 1.0%-3.0%, subject to exercise of a partner option -- not a single rate, ratePct left null. Cu/Au project; COPPER used per first-listed convention. Exploration-stage; stage left null.
Copper
Royalty
NSR
Two Peaks
Operator not disclosedUSA
Newly acquired Aug 2026, CRD/skarn (base/precious metals) project in Arizona -- no single commodity dominates per the sources reviewed, tagged OTHER. Operator not yet confirmed and rate not yet disclosed in the acquisition release reviewed; both left null. Not yet reflected in the 34-count portfolio table (likely a 35th royalty once the table updates).
Other
Royalty
AISC
Cut-off Grade

Management Team

President, Chief Executive Officer and Director of Orogen Royalties Inc., known as Paddy Nicol. Joined Orogen in 2020 via the merger of Renaissance Gold and Evrim Resources, where he was co-founder and CEO since 2011. Over two decades of experience managing mineral exploration companies. Holds an MBA from Royal Roads University and a B.A. in Economics from Simon Fraser University.

Chief Financial Officer of Orogen Royalties Inc. Chartered Professional Accountant (CPA, CGA) with over 20 years of finance leadership experience in public organizations, having completed over $100 million of financing for mining projects. Holds degrees in Finance and Economics from the University of Calgary.

Insiders, Investors & Smart Money

Notable shareholders and insiders whose involvement is worth knowing about, plus what we're seeing from institutional/large-investor activity.

Smart money
9/10

Orogen Royalties (the renamed Spinco that emerged 11 July 2025 when Triple Flag acquired the original Orogen Royalties Inc. and spun off its exploration assets and Ermitano royalty into this new, separate public company) is backed by two major publicly-traded royalty companies -- Triple Flag Precious Metals, which invested C$10 million directly into the Spinco at close for an 11.38% stake, and Altius Minerals, which holds 16.66% received as consideration for its stake in the old company -- alongside dedicated gold-sector specialist funds Adrian Day Asset Management and the EuroPac Gold Fund. Two different company insiders bought shares on the open market within days of each other in July 2026.

No notable insiders tracked for this miner yet.

Reports, Presentations & Documents