Update shared on04 Sep 2025
Fair value Increased 0.23%Analysts slightly raised Triple Flag Precious Metals’ price target to CA$41.05 amid confidence in its strong execution and long-term growth outlook, partially offset by valuation concerns after a 60% YTD share rally.
Analyst Commentary
- Bullish analysts see continued production growth and robust medium- to long-term outlook for Triple Flag’s royalty and streaming portfolio.
- Upward revisions reflect the company’s strong operational performance and execution of its growth strategy year-to-date.
- Some analysts indicate that the recent share price rally (60% YTD) has led to a valuation premium versus mid-cap royalty peers on a net asset value basis.
- Near-term estimates show possible production decreases, leading at least one bearish analyst to downgrade on concerns about limited upside from current levels.
- Despite some concerns about valuation, most analysts maintain positive ratings, citing confidence in Triple Flag’s unique asset base and long-term growth prospects.
What's in the News
- Declared a quarterly cash dividend of USD 0.0575 per common share.
- Completed repurchase of 692,600 shares for $11.3 million under the current buyback program, with no shares repurchased in the latest quarter.
- Reaffirmed 2025 sales guidance of 105,000 to 115,000 gold equivalent ounces (GEOs).
Valuation Changes
Summary of Valuation Changes for Triple Flag Precious Metals
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CA$40.96 to CA$41.05.
- The Future P/E for Triple Flag Precious Metals has significantly risen from 25.46x to 35.28x.
- The Discount Rate for Triple Flag Precious Metals remained effectively unchanged, moving only marginally from 6.44% to 6.42%.
Disclaimer
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