Metalla Royalty's Price Target Rises to $9 as Royalties Surge 99%

MTAMTA

Scotiabank analyst raised Metalla’s price target to $9 reflecting higher gold and silver assumptions and central bank purchases. Preliminary 2025 results showed record royalty and streaming revenue of $11.7 million, up 99% year-over-year, with 3,436 gold-equivalent ounces delivered, a 38% increase.

1. Analyst Raises Price Target

On January 26, a Scotiabank analyst raised Metalla’s price target from $7.50 to $9 while maintaining a Sector Perform rating, citing stronger gold and silver price forecasts and increased central bank accumulation assumptions.

2. Preliminary 2025 Results

Metalla reported preliminary, unaudited 2025 royalty and streaming revenue of $11.7 million, marking a 99% year-over-year increase, alongside 3,436 attributable gold-equivalent ounces, up 38% from 2024.

3. Portfolio Developments

Key milestones include Mitsubishi’s $600 million strategic investment in the Copper World project, permitting progress at Castle Mountain, Taca Taca, Gurupi and 15-Mile, and Sierra Madre’s Del Toro mine acquisition and planned restart, underpinning long-term royalty visibility.

4. Operational Variability

Fourth-quarter and full-year deliveries were affected by ramp-up delays and a safety incident at Endeavor Mine plus underperformance at Wharf, highlighting short-term operational risks despite strong annual growth.

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