Track record · closed signal

OR Royalties Inc. (OR) — closed signal from May 7, 2026

Partial Published before the outcome was known, scored automatically when the window closed on August 5, 2026 — -19.1% at the close.

Predicted vs. what happened

OR price · publication thesis → realized outcomesplit-adjusted

$38.09 – $40.09Entry zone — fair-value band

$39.86Published — price the day we called it

$46.14Target — the price the thesis aimed for

$40.64Peak — highest point inside the window, not a realized return

$32.24Window close — end-of-window price, context only

What happened

Partial

Reached 13% of the predicted growth at its peak, without hitting the target.

At window close

-19.1%

realized, from the publication price to the last close inside the window

Peak gain

+2%

peak, from the publication price — not a realized return

S&P 500, same window

+5.5%

SPY over the identical days, dividend-adjusted

Window close

$32.24

last close inside the window, ended August 5, 2026

Peak price

$40.64

peak on May 7, 2026 — not a realized return

Days to target

—

The thesis — published May 7, 2026

Predicted growth

+16%

over the measurement window

Target price

$46.14

the price the thesis aimed for

Entry zone

$38.09 – $40.09

the fair-value band we waited for

Price at publication

$39.86

published May 7, 2026

Confidence

80%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

OR Royalties earns money by owning parts of mines instead of running them, so it faces less operational risk than typical miners. Recent quarter showed higher royalty sales, stronger cash coming in, a bigger dividend, and money from selling a non-core asset. Good margins and low debt help, but thin trading and weak technical momentum call for a cautious stance.

Primary drivers

Gets paid from mining projects without running mines, lowering operating risk
Recent quarter showed rising cash and a dividend increase
Company has low debt and high-profit assets supporting durability
Exposure to gold plus portfolio progress supports future revenue

How it played out

OR: the 16% growth thesis did not play out

Lyra published OR at $39.86 on May 7, 2026, with 16% expected growth. The thesis pointed to its royalty model, rising cash, a dividend increase, low debt, high-profit assets, gold exposure, and portfolio progress. It also noted thin trading and weak technical momentum.

OR peaked at $40.64 on May 7, a 2% gain, and never reached the $46.14 target. It ended the window on August 5 at $32.24, below both the publication price and entry zone. The thesis did not play out within the short-term window.

What happened during the window

On July 8, 2026, OR Royalties reported preliminary second-quarter revenue of $97.8 million. On August 5, it reported that second-quarter revenue and operating cash flow had risen 62% year over year.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

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