Royal Gold to Acquire Barrick Gold's Royalty Portfolio
July 31 2008 - 6:20AM
PR Newswire (US)
DENVER, July 31 /PRNewswire-FirstCall/ -- ROYAL GOLD, INC. (Nasdaq:
RGLD; TSX: RGL), the leading precious metals royalty company,
announced that it has entered into a definitive agreement to
acquire a portfolio of royalties from Barrick Gold Corporation
("Barrick") for net cash consideration of $150 million and a
restructuring of certain Royal Gold royalty positions at Barrick's
Cortez Pipeline Mining Complex ("Cortez") in Nevada. The
restructuring of these royalty positions will reduce the royalty
burden on the undeveloped Crossroads deposit at Cortez while having
only a minimal impact on Royal Gold's royalty revenue from the
current production. The Barrick portfolio consists of royalties on
77 properties, including eight producing royalties, 20 development
and evaluation stage properties, and 49 exploration projects. Over
75% of the portfolio consists of precious metals royalties. The
purchase price for the acquisition will be paid from cash on hand.
Royalty revenue generated from the Barrick portfolio in calendar
2007 was approximately $12 million. Revenues are expected to grow,
assuming current commodity prices, as development stage projects
commence production. The transaction is expected to be immediately
accretive on all key financial measures. This royalty package
complements Royal Gold's existing geographical royalty positions
with significant growth into Canada and Australia. Terms of the
Transaction Currently, Royal Gold holds four gold royalty interests
at Cortez, consisting of two sliding-scale gross smelter return
("GSR") royalties ("GSR1 and GSR2"), a fixed rate GSR royalty
("GSR3") and a net value return royalty ("NVR1"). As consideration
for the acquisition, Royal Gold will pay Barrick $150 million in
cash and reduce the GSR2 royalty, ranging from 0.72% to 9.0%, to
match the current GSR1 royalty rate ranging from 0.40% to 5.0%.
Royal Gold also will eliminate its interest in the 0.71% GSR3 and
the 0.39% NVR1 royalties on the mining claims that comprise the
undeveloped Crossroads deposit. The GSR3 and NVR1 royalties which
cover areas outside of the Crossroads deposit at Cortez will not be
affected by this transaction. The Crossroads deposit will continue
to be subject to Royal Gold's GSR2 royalty at the reduced royalty
rate. The transaction is expected to close on October 1, 2008.
Commenting on the transaction, Tony Jensen, President and Chief
Executive Officer, stated, "This is a unique opportunity to
significantly grow our asset base through the acquisition of a
large royalty package with a primary focus on precious metals.
These new properties will not only provide immediate royalty
revenue and cash flow, but will also add significant strength to
all phases of our portfolio -- producing royalties, evaluation and
development properties, and exploration projects. We believe the
restructuring of our various royalties at Cortez will provide the
catalyst needed for Barrick to develop the Crossroads deposit, thus
providing our shareholders even greater upside from this
transaction over the long-term." Barrick is currently investing
exploration and engineering resources to advance the development of
the Crossroads project. In a press release today, Barrick stated it
"is targeting the conversion of all the existing 1.1 million ounces
of the measured and indicated resources held in the Crossroads
deposit to the proven and probable reserve category at year-end.
Upside potential exists and is being tested through ongoing
drilling with the expectation of significant resource additions."
Key Assets The royalty portfolio was assembled by Barrick and
various predecessor companies, including Placer Dome, Homestake,
Lac Minerals, AurionGold, Delta Gold and Plutonic. The key assets
in the royalty package include the following properties: -- Mulatos
-- a sliding-scale net smelter return ("NSR") royalty currently
paying 3.5% on Alamos Gold's Mulatos gold mine in Mexico. Royal
Gold currently owns an additional 0.30%-1.50% sliding-scale NSR
royalty on the property. This acquisition consolidates the Mulatos
royalty and increases Royal Gold's royalty interest from 1.5% to
5.0% at current commodity prices. The royalty is capped at 2.0
million ounces of production and 212,000 ounces have been produced
through March 31, 2008. Malartic -- a 2.0%-3.0% sliding-scale NSR
royalty on the Canadian Malartic gold project, owned by Osisko
Mining Corporation ("Osisko"). Osisko anticipates releasing
measured and indicated additional mineralized material estimates on
Malartic in the third quarter of 2008 and expects to complete
feasibility work in the fourth quarter of 2008. The royalty is
subject to a buy down right and a right of first refusal. Siguiri
-- a sliding-scale NSR royalty currently paying 1.875% on the
Siguiri gold mine in Guinea, West Africa, operated by AngloGold
Ashanti. The royalty is capped on a dollar basis and approximately
$15 million remains to be paid. Mt. Goode/Cosmos -- a 1.5% NSR
royalty covering a portion of Xstrata's Cosmos nickel mine in
Australia. A large portion of the royalty ground is located to the
south of the Cosmos and Cosmos Deeps ore bodies, and includes
potential future production from identified mineralization,
including the Tapinos, Prospero and AM2 deposits. Allan -- a 40%
interest in a sliding-scale royalty on Potash Corporation of
Saskatchewan's potash mine located in Canada. The royalty is
currently paying at a rate of $1.44 per ton relative to annual
production. Other key precious metal royalty assets on evaluation
and development properties, or exploration projects include
Mercator's Meekatharra project in Western Australia, Dundee's Back
River project in Canada, and the Holt-McDermott claims on St.
Andrew Goldfields' Holt-Holloway project in Canada. See Tables 1
and 2 for a list of producing, and evaluation and development
properties to be acquired in the transaction that contain reserves
and additional mineralization. About Royal Gold Royal Gold is a
precious metals royalty company engaged in the acquisition and
management of precious metal royalty interests. Royal Gold is
publicly-traded on the NASDAQ Global Select Market under the symbol
"RGLD," and on the Toronto Stock Exchange under the symbol "RGL."
The Company's web page is located at http://www.royalgold.com/.
Conference Call and Webcast Information Management will host a
conference call at 12:00 a.m. Mountain Time (2:00 p.m. Eastern
time) on Thursday, July 31, 2008, to discuss the details of the
acquisition. The call can be accessed by dialing (800) 603-2779 or
(706) 634-7230, access code 57356752. The conference call will be
simultaneously webcast on the Company's web site at
http://www.royalgold.com/ under the "Presentations" section. The
webcast will include a slide show. The replay of the webcast will
be available on the Company's web site approximately two hours
after the call ends. Cautionary "Safe Harbor" Statement under the
Private Securities Litigation Reform Act of 1995: With the
exception of historical matters, the matters discussed in this
press release are forward-looking statements that involve risks and
uncertainties that could cause actual results to differ materially
from the forward-looking statements contained herein. Such
forward-looking statements include statements regarding the
transaction being immediately accretive on all key financial
measures, growth in royalty revenue as development stage projects
commence production, the scheduled closing of the transaction,
receipt of immediate royalty revenues and cash flow, addition of
significant strength to Royal Gold's royalty portfolio, the
restructuring of Royal Gold's royalties providing a catalyst to
Barrick's development at the Crossroads deposit and such
development resulting in a greater upside to shareholders, the
operators' estimates of reserves and additional mineralized
material, and the price of potash per ton. Like any royalty
acquisition that contains significant assets that are not producing
or not yet in development, the royalties in the royalty portfolio
planned to be acquired that are in evaluation and development or
exploration stage are subject to certain risks, such as the ability
of the operator to bring the project into production and operate in
accordance with the feasibility study and the ability of Royal Gold
to make accurate assumptions regarding valuation, timing and amount
of royalty payments. In addition, the royalties are subject to
certain risks associated with conducting business in foreign
countries, including application of foreign laws to contract and
other disputes, foreign environmental laws and enforcement and
uncertain political and economic environments. Factors that could
cause actual results to differ materially from projections include,
among others, the exercise of third party buy down rights, rights
of first offer and rights of first refusal on royalties planned to
be acquired, precious metals and other commodity prices, decisions
and activities of the operators of the various properties,
unanticipated grade, geological, metallurgical, processing or other
problems the operators may encounter, changes in project parameters
as plans continue to be refined, economic and market conditions, as
well as other factors described elsewhere in this press release and
in the Company's Annual Report on Form 10-K, and other filings with
the Securities and Exchange Commission. Most of these factors are
beyond the Company's ability to predict or control. The Company
disclaims any obligation to update any forward-looking statement
made herein. Readers are cautioned not to put undue reliance on
forward-looking statements. TABLE 1 BARRICK ROYALTY PORTFOLIO
RESERVES (1,2) GOLD/SILVER Property Location Ownership NSR Rate %
Metal Mulatos (3) Mexico Alamos Gold 0.70 - 3.50 Gold Siguiri (4)
Guinea AngloGold Ashanti 0.00 - 1.875 Gold Balcooma Australia
Kagara Zinc 1.50 Gold Balcooma Australia Kagara Zinc 1.50 Silver El
Toqui (5) Chile Breakwater Resources 1.0 - 3.0 Gold Meekathar (6)
(Paddy's Flat) Australia Mercator Gold AUD$10 per ounce Gold Wharf
United States Goldcorp 2.0 Gold Holt/Holloway Canada St. Andrew
Goldfields 0.00013 x Au price Gold BASE METALS Property Location
Ownership NSR Rate % Metal Mt. Goode Australia Xstrata 1.50 Nickel
Balcooma Australia Kagara Zinc 1.50 Copper Balcooma Australia
Kagara Zinc 1.50 Zinc Balcooma Australia Kagara Zinc 1.50 Lead El
Toqui Chile Breakwater Resources 1.0 - 3.0 Zinc POTASH Property
Location Ownership NSR Rate % Metal Allan (7) Canada Potash
Corporation $0.36 - $1.44 Potash of Saskatchewan per ton
GOLD/SILVER Property Tons Average Grade Contained Ounces (millions)
(opt) (millions) Mulatos (3) 35.42 0.048 1.689 Siguiri (4) 122.22
0.022 2.629 Balcooma 1.12 0.016 0.018 Balcooma 1.12 1.64 1.842 El
Toqui (5) 5.20 0.032 0.167 Meekathar (6) (Paddy's Flat) 2.19 0.140
0.308 Wharf 8.95 0.025 0.220 Holt/Holloway 2.95 0.165 0.486 BASE
METALS Property Tons Average Grade Contained lbs (millions) (%)
(millions) Mt. Goode 1.31 4.45 116 Balcooma 2.18 3.1 135 Balcooma
1.12 8.3 185 Balcooma 1.12 3.3 73 El Toqui 5.20 7.3 759 POTASH
Property Tons Average Grade Contained Ounces (millions) (opt)
(millions) Allan (7) 348.33 25.9 90 (1) Set forth below are the
definitions of proven and probable reserves used by the U.S.
Securities and Exchange Commission. Some of these royalty operators
are Canadian issuers. Their definitions of "mineral reserve,"
"proven mineral reserve" and "probable mineral reserve" conform to
the Canadian Institute of Mining, Metallurgy and Petroleum
definitions of these terms as of the effective date of estimation
as required by National Instrument 43-101 of the Canadian
Securities Administrators. "Reserve" is that part of a mineral
deposit which could be economically and legally extracted or
produced at the time of the reserve determination. "Proven
(Measured) Reserves" are reserves for which (a) quantity is
computed from dimensions revealed in outcrops, trenches, workings
or drill holes, and the grade is computed from the results of
detailed sampling, and (b) the sites for inspection, sampling and
measurement are spaced so closely and the geologic character is so
well defined that the size, shape, depth and mineral content of the
reserves are well established. "Probable (Indicated) Reserves" are
reserves for which the quantity and grade are computed from
information similar to that used for proven (measured) reserves,
but the sites for inspection, sampling and measurement are farther
apart or are otherwise less adequately spaced. The degree of
assurance of probable (indicated) reserves, although lower than
that for proven (measured) reserves, is high enough to assume
geological continuity between points of observation. (2) Estimated
reserves subject to the Barrick royalty portfolio interests. Royal
Gold has not been supplied with reserve information directly from
the operator. This information is derived from recent publicly-
available information from the operators of the various properties
or from various recent National Instrument 43-101 reports. (3) The
royalty is capped at 2.0 million ounces of production. As of March
31, 2008, 212,000 ounces have been produced. NSR sliding-scale
schedule (price of gold per ounce - royalty rate): $0.00 to $299.99
- 0.70%; $300 to $324.99 - 1.05%; $325 to $349.99 - 1.4%; $350 to
$374.99 - 2.10%; $375 to $399.99 - 2.80%; $400 or higher - 3.5%.
(4) The royalty is capped on a dollar basis and approximately $15
million remains to be paid. NSR sliding-scale schedule (price of
gold per ounce - royalty rate as of 3/31/08): $0.50 but < $0.55
- 1.0%; > = $0.55 but < $0.60 - 2.0%; > = $0.60 - 3.0%.
(6) Royalty applies on production above 50,000 ounces. (7) The
royalty applies to 40% of production. The royalty rate is $1.44 per
ton for the first 600,000 tons on which the royalty is paid,
reducing to $0.72 per ton on 600,000-800,000 tons and to $0.36 per
ton above 800,000 tons. The sliding-scale is applicable when the
price of potash drops below $23 per ton. However, given the fact
that North American market prices for the remainder of 2008 are
approximately $800 per ton, the complete sliding-scale schedule is
not presented here. TABLE 2 BARRICK ROYALTY PORTFOLIO ADDITIONAL
MINERALIZED MATERIAL (1,2,3,4) GOLD/SILVER Property Location
Ownership NSR Rate % Metal Mulatos (5) Mexico Alamos Gold 0.70 -
3.50 Gold Siguiri (6) Guinea AngloGold 0.00 - 3.75 Gold Ashanti
Meekatharra (7,8) (Reedy) Australia Mercator Gold 1.0 - 2.5 Gold
Meekatharra (8) (Paddy's Flat) Australia Mercator Gold AUD$10 Gold
per ounce Wharf United States Goldcorp 2.0 Gold Malartic (7) Canada
Osisko 2.0 - 3.0 Gold Exploration Holt/Holloway (9) Canada St.
Andrew 0.00013 x Gold Goldfields Au price Back River (10) (George
Lake) Canada Dundee Precious 2.35 Gold Metals Back River (11)
(Goose Lake) Canada Dundee Precious 1.95 Gold Metals Measured
Indicated Inferred Average Average Average Tons Grade Tons Grade
Tons Grade Property (M) (opt) (M) (opt) (M) (opt) Mulatos (5) 12.31
0.029 58.47 0.027 70.79 0.027 Siguiri (6) 1.10 0.021 20.70 0.027
63.60 0.027 Meekatharra (7,8) (Reedy) - - 2.25 0.071 2.65 0.069
Meekatharra (8) (Paddy's Flat) - - 17.51 0.039 8.74 0.040 Wharf
3.42 0.020 5.26 0.021 4.42 0.025 Malartic (7,9) - - - - 236.61
0.027 Holt/Holloway (10) 1.46 0.194 2.11 0.200 1.18 0.226 Back
River (11) (George Lake) - - 2.03 0.291 2.82 0.307 Back River (12)
(Goose Lake) - - 1.74 0.346 1.09 0.270 TABLE 2 (continued) BARRICK
ROYALTY PORTFOLIO ADDITIONAL MINERALIZED MATERIAL 1,2,3,4 BASE
METALS Measured Indicated Average Average Tons Grade Tons Grade
Property Location Ownership NSR Rate % Metal (M) (%) (M) (%) Mt.
Goode Australia Xstrata 1.50 Nickel 0.46 6.39 0.56 6.98 Balcooma
Australia Kagara Zinc 1.50 Copper -- -- 1.87 3.7 Balcooma Australia
Kagara Zinc 1.50 Zinc -- -- 0.77 6.7 Balcooma Australia Kagara Zinc
1.50 Lead -- -- 0.77 2.8 El Toqui Chile Breakwater Measured and
Indicated (10,13) Resources 1.0 - 3.0 Zinc 5.89 tons @ 8.1% Ming
Canada Rambler C$1.00 per Metals ton of ore Copper 0.53 -- 10.56 --
(14) (14) Kutcho Canada Sherwood Creek Copper 1.60 Copper -- --
19.05 1.56 Kutcho Canada Sherwood Creek Copper 1.60 Zinc -- --
19.05 2.12 Inferred Average Tons Grade Property Location Ownership
(M) (%) Mt. Goode Australia Xstrata 0.65 5.65 Balcooma Australia
Kagara Zinc -- -- Balcooma Australia Kagara Zinc 0.01 7.8 Balcooma
Australia Kagara Zinc 0.01 3.6 El Toqui Chile Breakwater (10,13)
Resources 5.25 7.1 Ming Canada Rambler Metals 3.39 -- (14) Kutcho
Canada Sherwood Creek Copper 0.40 1.620 Kutcho Canada Sherwood
Creek Copper 0.40 1.770 (1) Mineralized material is that part of a
mineral system that has potential economic significance but cannot
be included in the proven and probable ore reserve estimates until
further drilling and metallurgical work is completed, and until
other economic and technical feasibility factors based upon such
work have been resolved. The U.S. Securities and Exchange
Commission does not recognize this term. Investors are cautioned
not to assume that any part or all of the mineral deposits in these
categories will ever be converted into reserves. (2) Some of the
royalty operators are Canadian issuers. Their definitions of
"mineral resource," "measured mineral resource," "indicated mineral
resource" and "inferred mineral resource" conforms to the Canadian
Institute of Mining, Metallurgy and Petroleum definitions of those
terms as of the effective date of estimation, as required by
National Instrument 43-101 of the Canadian Securities
Administrators. Mineral resources which are not mineral reserves do
not have economic viability. Canadian issuers use the terms
"mineral resources" and its subcategories "measured," "indicated"
and "inferred" mineral resources. While such terms are recognized
and required by Canadian regulations, the U.S. Securities and
Exchange Commission does not recognize them. Investors are
cautioned not to assume that any part or all of the mineral
deposits in these categories will ever be converted into reserves.
(3) Royal Gold has not been supplied with additional mineralized
material information directly from the operator. This information
is derived from recent publicly-available information from the
operators of the various properties or from various recent National
Instrument 43-101 reports. Additional mineralized material shown in
the table may include additional mineralized material that is not
subject to the royalty interests, and/or may be subject to
contractual limitations such as production caps, monetary caps, and
the extent of claim, concession or tenement boundaries. (4) Only
additional mineralized material relating to producing, development
and evaluation stage projects are presented in this table. No
additional mineralized material for exploration stage projects
within the Barrick royalty portfolio are presented herein. (5) NSR
sliding-scale schedule (price of gold per ounce - royalty rate):
$0.00 to $299.99 - 0.70%; $300 to $324.99 - 1.05%; $325 to $439.99
- 1.40%; $350 to $374.99 - 2.10%; $375 to $399.99 - 2.80%; $400 or
higher - 3.5%. (6) The royalty is capped on a dollar basis and
approximately $15 million remains to be paid. NSR sliding-scale
schedule (price of gold per ounce - royalty rate as of 3/31/08):