In it to Win it podcast

Kody Penner Breaks Down a Royalty Model with Decades of Upside

2026-01-08
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38:09
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👉 Nation's Royalty

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Kody Penner is the Vice President of Corporate Development at Nation's Royalty and a lifelong participant in the mining industry whose perspective is shaped by hands-on operational experience, capital markets exposure, and Indigenous governance. Raised around underground mines in British Columbia and a member of the Tahltan Nation, Penner has worked across exploration, production, investor relations, and major mining finance, including roles in Indigenous government, equity research, and corporate development. His background allows him to operate fluently across industry, community leadership, and investors, grounding his views in practical experience rather than theory.

He explains that Nation's Royalty was built on a clear structural opportunity rooted in long-term value creation rather than financial engineering. Indigenous communities already hold meaningful royalties on some of Canada's highest-quality mining assets, yet those interests have historically remained fragmented and underrepresented in public markets. By consolidating these royalties, Nation's Royalty creates durable exposure to precious and base metals while supporting Indigenous economic sovereignty through predictable, long-life cash flows tied directly to real assets.

 

Key Insights in this episode:

✅ Kody Penner explains how Nation's Royalty consolidates Indigenous-owned mining royalties into a long-term value platform
✅ His hands-on experience in mining, finance, and Indigenous leadership shapes the company's strategy
✅ The model focuses on stable royalty cash flow with exposure to gold, copper, and other metals
✅ Indigenous communities are positioned as owners and partners, not passive stakeholders
✅ Core assets like Brucejack and the KSM royalty provide current income and future upside
✅ Growth is centered on expanding across top Canadian mining assets with long-term global potential

 

📩 Website

📩 Substack

👉 Technical Analysis Video Series

📩 Rick Rule Golden Triangle Bootcamp

 

Tools for Success that I Love and find Helpful / Affiliates:

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Uranium Insider Justin Huhn Newsletter

 

Chapters:

00:00 Welcome to the show, Kody Penner
03:15 Indigenous access and experience
06:18 Bridging industry and communities
07:27 Nation's Royalty business model
10:25 Consolidating Indigenous royalties
12:57 Brucejack producing royalty
14:49 Brucejack mine life discussion
16:00 Premier and Red Mountain assets
17:19 Alta molybdenum royalty
18:13 Seabridge KSM flagship asset
20:35 KSM partner potential
23:30 Full gold and copper exposure
24:38 Management team overview
30:09 Ownership and share structure
32:14 Growth and scalability plans
34:32 Key unanswered questions
36:56 Closing remarks and next steps

 

 

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

 

#NationsRoyalty #KodyPenner #MiningRoyalties #Gold #Silver #Copper #IndigenousEconomics #PreciousMetals #Bitcoin #SP500 #SteveBarton #InItToWinIt

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