Can Higher H2 Production Support Franco-Nevada's 2026 Guidance? - Yahoo Finance

AI desk brief

Franco-Nevada said H1 2026 revenue hit a record $1.23bn and GEO sales rose 13% YoY to 268,758oz, with full-year GEO guidance of 510,000-570,000oz now tracking toward the upper end on elevated oil prices. The company expects second-half weighting from Candelaria, Tocantinzinho, Côté Gold, Greenstone and Valentine, plus initial Cobre Panamá stockpile deliveries of 23,100oz gold and 265,000oz silver starting in Q3.

The article also flagged Royal Gold and B2Gold: Royal Gold reported H1 adjusted EBITDA up 129% YoY to $767m and kept 2026 sales guidance unchanged, while B2Gold narrowed full-year gold output guidance to 820,000-920,000oz after H1 production of 441,411oz (+4.5% YoY).