Third-Party Recommendation (Art. 8 DelVO 2016/958): Unmodified reproduction of a promotional article created by a third party · Original author: SRC swiss resource capital AG · Initial publication (original): September 30, 2026, 12:35 p.m. Berlin/Zurich
Advertisement - This article is distributed on behalf of OR Royalties Inc. and Gold Royalty Corp., with which SRC swiss resource capital AG has paid investor relations consulting agreements. Producer: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: September 30, 2026, 12:35 a.m. Zurich/Berlin ·
Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors, believes that despite the current correction in the price of gold, the gold bull market is far from over. He says royalty companies offer a particularly smart way to capitalize on this situation. The business model of royalties and streaming has established itself as an attractive opportunity in the commodities sector. Royalty companies finance mine operators, thereby securing rights to future production at fixed costs. High margins, steady cash flows, and significant leverage on the gold price are the advantages.
According to Holmes, demand for gold is driven by two factors. One is fear-driven buying (“fear trade”), caused by fears of inflation or geopolitical tensions. The other is buyers who view gold as a safe investment (“love trade”), particularly in Asia. Demand for gold is also driven by concerns about high government debt and fiscal policy, as well as the growing shift away from the U.S. dollar.
A positive feature of royalty companies is their inherent diversification. As a result, they are less dependent on any single project. And they bear virtually no risk associated with mine production. For example, they are not directly exposed to rising costs, even though these can affect payments through lower cash flow, depending on the terms of the royalty agreement. However, if the price of gold rises, the royalty company earns more without having to do anything. Holmes already listed the top ten gold royalty and streaming companies by market capitalization back in April. Alongside industry giants Franco-Nevada and Wheaton Precious Metals, GoldRoyalty and OR Royalty also made it into the top ten.
OR Royalties - https://www.commodity-tv.com/ondemand/companies/profil/or-royalties-inc/ - focuses on gold, silver, and copper, with holdings and royalty streams in Canada, Australia, and the U.S. New royalties were added just recently. The company pays dividends. In the second quarter of 2026, revenue and cash flow rose by approximately 62 percent compared to the same quarter of the previous year.
Gold Royalty - https://www.commodity-tv.com/ondemand/companies/profil/gold-royalty-corp/ - focuses on gold, silver, and copper, as well as gold properties in North and South America. Published half-year revenue more than doubled compared to the previous year, setting a new record. Gold-equivalent ounces rose by more than 40 percent in the first half of the year. The annual forecast of 7,500 to 9,300 GEOS is expected to be met.
Current company information and press releases from OR Royalties (- https://www.resource-capital.ch/de/unternehmen/or-royalties-inc/ -) and Gold Royalty (- https://www.resource-capital.ch/de/unternehmen/gold-royalty-corp/ -).
You can also find further information in our new Precious Metals Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/edelmetall-report-2026-03/.
Best of luck and warm regards from Switzerland.
Marc Ollinger
Swiss Resource Capital AG
Swiss Resource Capital AG at a glance:
- Our website: https://www.resource-capital.ch/de/
- Interesting and exclusive videos and interviews: https://www.rohstoff-tv.com/, https://www.commodity-tv.com/, and https://www.youtube.com/@SwissResourceCapitalAG
- All free commodities reports: https://www.rohstoff-reports.com/
- Registration for our roadshows: https://www.european-roadshows.com/de/
- SRC Mining Special Situations Certificate: http://www.wikifolio.com/de/ch/w/wf0srcplus
Sources: OR Royalties, Gold Royalty,
https://www.usfunds.com/resource/the-top-10-gold-royalty-and-streaming-companies/;
https://pro.edgex.exchange/de-DE/news/article/frank-holmes-gold-bull-market;
https://www.resource-capital.ch/de/reports/ansicht/edelmetall-report-2026-03/.
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Pursuant to Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of the Market Abuse Regulation (MAR) (Regulation (EU) 2016/958), we hereby note that authors, employees, and affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in the issuers discussed. Compensation/Relationship: IR contracts/advertorials: Author’s own positions: none; SRC net position: less than 0.5%; Issuer’s stake ≥ 5 % in SRC: no. Update Policy: No obligation to update. No guarantee regarding the German translation. Only the English version of this news release is authoritative.
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