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Vox Royalty

VOXR · Materials

Last earnings Aug 12, 2026

Key results

FOB revenuequarter

1.0%

Comet Gold 1.0% NSR Gold Australia Exploration Caprice Resources Ltd (75%) / Accelerate Resources Ltd (25%) Mount Monger 1.0% NSR Gold Australia Exploration Evergold Minerals Limited Forest Reefs 1.5% NSR Gold and copper Australia Exploration Newmont Corporation Barabolar Surrounds 1.0% GRR Silver-lead-zinc Australia Exploration Silver Mines Limited Volga 2.0% GRR Copper Australia Exploration Novel Mining Glen 0.2% FOB Revenue Iron ore Australia Exploration Sinosteel Midwest Corporation Opawica 0.49% NSR Gold Canada Exploration Scandium Canada Pilbara 1.5% FOB (to 20Mt), 0.5% FOB (to 35Mt) then 0.1% FOB + 1% GRR (non iron ore) Iron ore Australia Exploration Fortescue Ltd.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Net incomequarter

$11.0 million

Net income for the period includes a Revaluation Gain of $11.0 million on the portfolio of offtake streams (the Portfolio ) that Vox acquired in September 2025, driven by the Los Filos community milestones and Bonikro mine life extension.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Revenuequarter

$1.6 million

o $1.6 million from royalty revenue (2Q 2025: $2.8 million).

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Net income for the period includes a Revaluation Gain of $27.5 million on the Portfolio that Vox acquired in September 2025.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

o $3.7 million from royalty revenue (1H 2025: $5.4 million).

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Milestone payments include: (i) A$500,000 upon the operator receiving approval of a mining proposal from the West Australian Department of Mines, Industry Regulation and Safety; and (ii) A$500,000 upon the Company receiving first royalty revenue receipt from the Bullabulling project.

SEC original ↗Vox Royalty — Presentation / slide deck (6-K exhibit)EX-99Aug 12, 2026

Comparatively, for the three months ended June 30, 2025, four interests generated 48%, 16%, 15% and 13% of the Company s royalty revenue, totaling $2,529,229.

SEC original ↗Vox Royalty — Presentation / slide deck (6-K exhibit)EX-99Aug 12, 2026

For the six months ended June 30, 2026, three interests generated 53%, 19% and 18% of the Company s royalty revenue, totaling $3,382,140, and two interests generated 58% and 28% of the Company s net precious metals income totalling, $15,711,142.

SEC original ↗Vox Royalty — Presentation / slide deck (6-K exhibit)EX-99Aug 12, 2026

AI analysis

Q2 2026 · reported Aug 12, 2026

Based on: Earnings release (6-K exhibit) + Q2 2026 deck + parent 6-K — transcript not held

Revenue · Q2 2026
$1.6M
EX-99 · Aug 12, 2026
Net income · Q2 2026
$11.0M
EX-99 · Aug 12, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
FOB revenue1.0%——
Net income$11.0 million——
Revenue$1.6 million——

EX-99 · Aug 12, 2026

Guidance · company-stated

Direction: Raised

Company outlook

“5% NSR after >85Kt copper produced In April 2026, Hillgrove Resources Limited ( Hillgrove ) reported record quarterly copper production at Kanmantoo of 3,120t for the March 2026 quarter, a fourth consecutive quarterly increase, with 2026 guidance maintained at 12,750 to 14,000t of copper.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.015

Historically, and subject to a number of commercial factors (including, but not limited to royalty percentage and ore-body coverage; royalty payment terms and deductions; royalty buy-back rights; the commodity type, location and operator of a particular mining project; project information rights; and security or guarantees relating to the payment of royalties), individual producing and near-term producing royalty assets tend to transact at deal sizes larger than the Company s average purchase price for its acquisitions to date.

Company-stated claims

Aug 12, 2026

Forward-looking · 400% increase · production_deliveries

“Material changes to the total volume of the production over the life of the mine during the three months ended June 30, 2026, were primarily a result of the following: o Bonikro (C te d Ivoire) mine life extension: In June 2026, Allied Gold Corporation ( Allied Gold ) announced a mine life extension at Bonikro, with an updated production plan extending mine life to 2036 (previously 2029) and supporting average annual production in excess of 120,000 ounces, an approximately 400% increase in life-of-mine production relative to the 2023 technical report.”

EX-99 · Aug 12, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Vox Royalty Q2 2026 — Comet Gold 1.0% NSR Gold Australia Exploration Caprice Resources Ltd (75%) / Accelerate Resources Ltd (25%) Mount Monger 1.0% NSR Gold Australia Exploration Evergold Minerals Limited Forest Reefs 1.5%…

Based on: Earnings release (6-K exhibit) + Q2 2026 deck + parent 6-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “5% NSR after >85Kt copper produced In April 2026, Hillgrove Resources Limited ( Hillgrove ) reported record quarterly copper production at Kanmantoo of 3,120t for the March 2026 quarter, a fourth consecutive quarterly increase, with 2026 guidance maintained at 12,750 to 14,000t of copper.”

Company outlook — Raised (“increase”)
“5% NSR after >85Kt copper produced In April 2026, Hillgrove Resources Limited ( Hillgrove ) reported record quarterly copper production at Kanmantoo of 3,120t for the March 2026 quarter, a fourth consecutive quarterly increase, with 2026 guidance maintained at 12,750 to 14,000t of copper.”

Company outlook — Raised (“increased”)
“Following a strong first quarter of the year, the Company increased its 2026 guidance outlook.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Historically, and subject to a number of commercial factors (including, but not limited to royalty percentage and ore-body coverage; royalty payment terms and deductions; royalty buy-back rights; the commodity type, location and operator of a particular mining project; project information rights; and security or guarantees relating to the payment of royalties), individual producing and near-term producing royalty assets tend to transact at deal sizes larger than the Company s average purchase price for its acquisitions to date.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Quarterly Dividends Declared and Paid and Dividend Reinvestment Plan On March 5, 2026, the Company increased the quarterly cash dividend to $0.015 per common share, a 20% increase over the previous quarter.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

On March 18, 2024, the Company adopted a Dividend Reinvestment Plan ( DRIP ).

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

The DRIP provides eligible shareholders, being non-US shareholders, of Vox with the opportunity to have all, or a portion of any cash dividends declared on common shares by the Company automatically reinvested into additional common shares, without paying brokerage commissions.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

The following table provides details on the dividends declared for the six months ended June 30, 2026.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Declaration date Dividend per common share Record date Payment Date $ March 5, 2026 0.015 March 31, 2026 April 14, 2026 May 13, 2026 0.015 June 30, 2026 July 14, 2026 0.030 Share Repurchase Program On March 12, 2025, the Board of Directors of the Company approved the renewal of a Share Repurchase Program ( SRP ) for the repurchase of up to $1,500,000 of its common shares.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Strategy & priorities

Management s Discussion & Analysis For the three and six months ended June 30, 2026 Vox s business model is focused on managing and growing its portfolio of royalties, streams and other interests.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

The Company is focused on growing the size of its asset portfolio through accretive acquisitions.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

In the near and medium-term, the Company is prioritizing acquiring royalties and streams on producing or near term producing assets (i.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Vox s existing Greenstone stream (acquired in September 2025 from a third party) which provides that Equinox delivers up to 58,500 oz per annum until March 1, 2027 (the Existing Greenstone Agreement ) remains unchanged and will be satisfied in priority to the New Greenstone Agreement.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Subsequent to period end, on July 29, 2026 Allied Gold announced that the acquisition by Zijin Gold International Company Limited had been terminated and a strategic investment of $295 million was intended to be made by Zijin into Allied Gold.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Risks & headwinds

Royalty enforcement costs relate to litigation matters that were settled or ongoing during the period, as disclosed in Note 16.

SEC original ↗Vox Royalty — Presentation / slide deck (6-K exhibit)EX-99Aug 12, 2026

Commitments and contingencies The Company is, from time to time, involved in legal proceedings of a nature considered normal to its business.

SEC original ↗Vox Royalty — Presentation / slide deck (6-K exhibit)EX-99Aug 12, 2026

Other than as noted below, the Company believes that none of the litigation in which it is currently involved or have been involved with during the period ended June 30, 2026, individually or in the aggregate, is material to its consolidated financial condition or results of operations.

SEC original ↗Vox Royalty — Presentation / slide deck (6-K exhibit)EX-99Aug 12, 2026

Litigation matter Red Hill (ongoing) In June 2025, Vox Australia was served with a writ of summons and statement of claim in the Supreme Court of Western Australia pursuant to which Vox Australia has been named as a second defendant.

SEC original ↗Vox Royalty — Presentation / slide deck (6-K exhibit)EX-99Aug 12, 2026

Achievement of the 2026 royalty and net precious metal receipts 3 guidance above is subject to numerous risks and uncertainties, including but not limited to changes in commodity prices and the ability of operators to attain the results set out in their forecasts.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

" Forward-looking statements are subject to a variety of risks and uncertainties which could cause actual events or results to materially differ from those reflected in the forward-looking statements.

SEC original ↗Vox Royalty — Earnings release (6-K exhibit)EX-99Aug 12, 2026

Documents

Earnings deck slides

0 decks with slide view

Vox Royalty — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Vox Royalty — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Rio Tinto (RIO) MaterialsCemex Sab De Cv (CX) MaterialsWheaton Precious Metals (WPM) MaterialsNucor (NUE) MaterialsFranco-Nevada (FNV) MaterialsKinross Gold (KGC) MaterialsBarrick Mining (B) MaterialsCarpenter Technology (CRS) Materials

Filings

40 documents

Earnings releases

4 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for Vox Royalty are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.