Elemental Royalties CEO Fred Bell joins Trevor Hall in London during LME Week to discuss the company's decision to sell its project generation business to Carlin East and sharpen its focus on becoming a pure-play royalty and streaming company. Bell explains how the transaction could reduce annual overhead by $6–7 million while preserving exposure to early-stage royalty opportunities. The conversation also examines Elemental's evolving shareholder base, Tether's continued support as its largest shareholder, and the potential for improved margins following its recent acquisitions. Bell also addresses the company's recent share price weakness and what could drive a future re-rating.
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