Jonathan sits down with David Garofalo, Founder and CEO of Gold Royalty Corp. (NYSE: GROY), to discuss one of ROCKLINC’s core portfolio holdings and one of the most interesting growth stories in the precious metals royalty space.
GROY is ROCKLINC’s ninth-largest position. A diversified book of more than 250 royalties and streams — concentrated in Nevada, Quebec, and Ontario, with royalties on three of the five largest producing gold mines in North America — the company became free-cash-flow positive in 2025, exited the year with zero debt, and is guiding to roughly 60% gold-equivalent ounce growth this year alone on a fully-paid-for portfolio.