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SRSRL

Scully Royalty Ltd.

$SRL·$87M·Financial - Capital Markets·Financial Services
$6.00+0.5%1Y+8.7%
Mentions · last 7 days
2026-08-05: 0 posts2026-08-06: 1 posts2026-08-07: 8 posts2026-08-08: 8 posts2026-08-09: 8 posts2026-08-10: 18 posts2026-08-11: 7 posts50+72%
Price updated 9m ago·X counts updated 2d ago
SRSRL
$SRLScully Royalty Ltd.
$6.00+0.50%50 posts+72%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SRL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Stuck sidewaysWinding up for a moveAI verdict · as of 2026-08-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Scully is a tiny iron-ore royalty stub with governance drama — the fundamentals are quiet; the story is family-trust positioning

Scully Royalty is a $87M holding entity around an iron-ore royalty (Newfoundland Scully mine) plus small industrial/merchant-banking bits — a stub asset where governance moves matter more than any quarterly print.

  • Q2 2025 revenue $19M (-27% YoY) with EPS -$0.13 — royalty income is cyclical to iron-ore pricing and the trailing trend is soft.
  • Multiple Miller family trusts filed SC 13D/A on July 31 — activist-adjacent positioning, not passive accumulation.
  • Board adopted advance-notice policy for director nominations (Aug 10) and a shareholder-reimbursement policy requiring 75% approval (July 12) — classic defensive governance ahead of a potential proxy fight.
  • Small $87M cap on 11M float, position 28% into 52-week range and -14% below 200-day MA — no momentum, but coiled.
  • No analyst estimates, no next earnings date confirmed — coverage is effectively zero.

Upside is a proxy contest producing a sum-of-parts value unlock; downside is continued iron-ore softness leaving the royalty stream compressed.

What to watch: Any 13D/A follow-up from the Miller trusts and iron-ore price action into Q3 print — both are the tell.

ticker collisionno analyst coverage

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-12

Sunrise Energy Metals just received a $400M White House commitment to build the world's first primary scandium mine as part of a ~$1B public+private package with a Lockheed Martin offtake of up to 75 tonnes of scandium oxide. Traders celebrate the stock rocketing from ~$0.75 in 2017 to $15.93, a 9.6% pop on the announcement, and Friedland-backed asset positioning to break China's ~80-85% supply grip. A minor call flags the story's 40-year history of conditional funding as caution.

Read the AI verdict + X sentiment for $SRL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Royalty and streaming company with iron ore extraction operations across the Americas and Africa alongside a diversified royalty portfolio.

Industry overviewAI analysisGenerated by AI from underlying data

Where Financial - Capital Markets sits in its cycle right now — and what that implies for $SRL.

Financial - Capital Markets · Financial Services

No material change from last week — Robinhood reporting its highest single-day signups confirms the retail infrastructure layer directly benefits from high-profile IPO cycles.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+5.0%YTD
+7.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-7.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-26.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q3 2025Dec 15, 2025$-0.10——
Q1 2025Apr 30, 2025$-0.03——
Q3 2024Dec 24, 2024$-0.99——
Q1 2024Apr 30, 2024$0.02——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY25$19.1M-26.6%43.5%4.3%$-0.13$3.4M
Q4 FY24$17.9M-35.7%21.4%-29.8%$-0.05$-15.6M
Q2 FY24$18.2M-50.1%54.5%14.3%$-1.35$-16.1M
Q4 FY23$27.9M+12.5%57.5%25.3%$0.03$-2.1M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 11.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJul 31SC 13D/A
AI summary

Charles K. Kellogg filed an SC 13D/A for Scully Royalty Ltd. (SRL) disclosing 3,586,664 shares under both shared voting and shared dispositive power, with no sole control over any shares. Kellogg is a personal filing (source of funds: PF) and U.S. citizen.

SC 13D/AActivist amendmentJul 31SC 13D/A
AI summary

Multiple Miller family trusts and related entities (Catherine C. Miller Irrevocable Trust, Trust A-3, Revocable Trust, Kimberley S. Miller GST Trust, LIMFAM LLC, LIM III Estate LLC) filed an SC 13D/A for Scully Royalty Ltd. (SRL), disclosing aggregate ownership across these related family entities. Specific share counts are in the filing body.

3/ANew insider — initial holdingsJul 83/A
AI summary

A director nominee filed a Form 3/A for Scully Royalty (SRL) noting they were nominated by MILFAM LLC for election at Scully's 2025 AGM, scheduled for December 27, 2025. Incumbent directors disputed MILFAM's right to proceed, reflecting an active corporate governance dispute at Scully Royalty.

3/ANew insider — initial holdingsJul 83/A
AI summary

A second director nominee filed a Form 3/A for Scully Royalty (SRL) in the same MILFAM governance dispute, where incumbent directors attempted to postpone the December 27, 2025 AGM and MILFAM proceeded on the basis that incumbents lacked the power to postpone. This reflects the contested nature of Scully Royalty's board governance.

3New insider — initial holdingsMar 263
3New insider — initial holdingsMar 183
+ 4 other (3 6-Ks · 1 6-K/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

This Rare-Earth Stock Explodes on $400 Million U.S. Defense Fundinggurufocus.com·3d agoScully Royalty Ltd. Board of Directors Adopts Advance Notice Policy for Director Nominationsthenewswire.com·4d agoScully Royalty (NYSE:SRL) & Mitsubishi (OTCMKTS:MSBHF) Critical Contrastdefenseworld.net·19d agoScully Royalty Ltd. Board of Directors Adopts Policy Prohibiting Shareholder Reimbursements without 75% Shareholder Approvalthenewswire.com·32d agoSCULLY ROYALTY BOARD OF DIRECTORS AND MANAGEMENT REMAIN UNCHANGEDprnewswire.com·37d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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