Franco Nevada Corp · Brief

Next report

11 days

Nov 11 · after closeconfirmed

Expected move

±5.8%implied · straddle

211.82238.08

spot 224.95exp Nov 20ATM strike 220ATM straddle 15.45IV 35%

Oct 30 close

Expected move

—≥ implied

Aug 11 '26—▼−1.99%—

quarterimplied−5%0+5%realized×

Aug '26—▼−1.99%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 11 report · confirmed

Bull1

661managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

39managers holding the majority of reported value13F · Jun 30 '26

12 of 24largest reporting managers reduced their positions in the latest quarter13F · Jun 30 '26

AI captions · Oct 19 '26once per report · top 2 per case

FNV report session

No linked exposure.

Oct 28impliedImplied move: ±6.4% into Nov 11 earnings (Oct 28 close).Source

Oct 13report dateEarnings date confirmed: Nov 11, after close.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.