ELE Elemental Royalty Corp

BULLISH Impact: 7/10 6-K
Horizon weeks Filed May 26, 2026 Processed 14d 23h ago SEC 0001062993-26-002864
Notable filing: 6-K
Latest settled — T+5d
ELE ▲ +0.90% at T+5d
LONG call ✓ call won +0.90% · α vs SPY -0.31% · entry $17.74 → $17.90
Next anchor: T+20d in 14d
Last close $15.37 (close Jun 8) · -13.36% from $17.74 entry
Entry anchored
May 26, 2026
via day open
T+1d
-0.06%
call -0.06% · α -0.07%
$17.73
settled 14d ago
T+5d
+0.90%
call +0.90% · α -0.31%
$17.90
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

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Executive Summary

Elemental Royalty Corp (ELE) has entered into a definitive arrangement agreement to acquire Vizsla Royalties Corp for total consideration of approximately C$327 million (US$239 million) on a fully diluted basis, or C$4.13 per Vizsla share. The deal offers Vizsla shareholders a mix of cash and ELE stock, with a maximum cash component of ~C$82 million, and is expected to close in Q3 2026 subject to shareholder, court, and regulatory approvals including Mexican antitrust clearance.

Actionable Insight

This transformative acquisition adds Vizsla's Panuco silver-gold royalty portfolio in Mexico to ELE's existing royalty assets, creating a larger, more diversified precious metals royalty company. The deal is accretive to ELE's royalty portfolio scale and geographic diversification. Monitor for shareholder vote in Q3 2026 and Mexican antitrust clearance as key milestones. The ~11-14% pro forma dilution to existing ELE shareholders is modest for a deal of this size.

Key Facts

  • Elemental Royalty Corp to acquire Vizsla Royalties Corp for total consideration of approximately C$327 million (US$239 million) on a fully diluted basis
  • Consideration of C$4.13 per Vizsla share, payable in cash, ELE stock (0.15x per share), or a combination, subject to proration
  • Maximum cash consideration capped at approximately C$82 million
  • Upon completion, existing ELE shareholders expected to own ~86-89% and former Vizsla shareholders ~11-14% of pro forma entity on a basic basis
  • Officers, directors, and certain shareholders holding ~23% of Vizsla shares have entered into voting support agreements
  • Transaction subject to Vizsla shareholder approval (66 2/3%), court approvals, TSX-V, TSX, Nasdaq, and Mexican antitrust (CNA) approval
  • Termination fee of approximately C$12 million payable under certain circumstances
  • Expected to close in Q3 2026

Financial Impact

Total deal consideration of approximately C$327 million (US$239 million) on a fully diluted basis, or C$4.13 per Vizsla share

market_capdilutioncash_position

Risk Factors

  • Failure to obtain required shareholder, court, or regulatory approvals (including Mexican antitrust clearance)
  • Integration risks and potential operational disruptions at the Panuco project
  • Execution risk related to the timing of closing and potential competing bids for Vizsla
  • Dilution to existing ELE shareholders of approximately 11-14% on a basic basis

Market Snapshot

Exchange
Nasdaq
Sector
Gold and Silver Ores
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001062993-26-002864
Exhibit: exhibit99-1.htm0001062993-26-002864
Document: form6k.htm0001062993-26-002864
Document: 0001062993-26-002864-index-headers.html0001062993-26-002864
Document: 0001062993-26-002864-index.html0001062993-26-002864
Document: 0001062993-26-002864.txt0001062993-26-002864
8 reports for ELE
Performance horizon
0% Hit rate 0 of 3 directional calls best @ T+1· 0.00%May 13, 2026
Filters
Rows
Reports for ELE — sortable, filterable
Type Now
May 28, 2026
12d ago
6-K
NEUTRAL ★ 2/10
$17.67 $16.98▼ −3.90%▼ −3.86%$15.37 (−13.02%)
May 27, 2026
13d ago
6-K
NEUTRAL ★ 3/10
$17.73 $16.98▼ −4.23%▼ −4.70%$15.37 (−13.31%)
May 26, 2026
14d ago
6-K
BULLISH ★ 7/10
$17.74 $17.90▲ +0.90%▼ −0.31%$15.37 (−13.36%)
May 14, 2026
26d ago
6-K
BULLISH ★ 7/10
$18.60 $17.03▼ −8.44%▼ −7.72%$15.37 (−17.37%)
May 13, 2026
27d ago
6-K
BULLISH ★ 7/10
$18.60 $17.03▼ −8.44%▼ −7.72%$15.37 (−17.37%)
Apr 24, 2026
6w ago
6-K
BULLISH ★ 6/10
$17.98 $17.09▼ −4.95%▼ −5.35%$15.37 (−14.52%)
Apr 2, 2026
9w ago
6-K
NEUTRAL ★ 3/10
$19.19 $20.11▲ +4.79%▲ +1.18%$15.37 (−19.91%)
Mar 26, 2026
10w ago
6-K
NEUTRAL ★ 5/10
$16.60 $19.19▲ +15.60%▲ +13.97%$15.37 (−7.41%)
Showing 8 of 8

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