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Added to YB: 2026-02-05

Pitch date: 2026-02-02

SRL [bullish]

Scully Royalty Ltd.

+3.56%

current return

Author Info

No bio for this author

Company Info

Scully Royalty Ltd. operates as an iron ore mining company in the Americas, Africa, Canada, Asia, and Europe.

Market Cap

$186.9M

Pitch Price

$9.00

Price Target

40.00 (+329%)

Dividend

11.49%

EV/EBITDA

1.4K

P/E

-64.48

EV/Sales

5.03

Sector

Metals and Mining

Category

value

Show full summary:
Everyone is Ignoring This Crown Jewel Because the House Was on Fire - Scully Royalty Ltd.

SRL: Iron ore royalty ($20-30M annual cash flow) worth $300-600M at 10-15x multiples vs current market cap. Milfam gained control, ending years of mismanagement/China risk perception. Mine production could double, implying $40/share ($600M royalty value). Trading at distressed levels despite asset quality.

Read full article (4 min)