Triple Flag Precious Metals Corp.

NYSE:TFPM 株式レポート

時価総額:US$6.5b

Triple Flag Precious Metals マネジメント

マネジメント 基準チェック /24

Triple Flag Precious Metalsの CEO はSheldon Vanderkooyで、 Sep2024年に任命され、 の在任期間は 1.83年です。 の年間総報酬は$ 2.91Mで、 18.4%給与と81.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.57%を直接所有しており、その価値は$ 37.31M 。経営陣と取締役会の平均在任期間はそれぞれ1.8年と3.5年です。

主要情報

Sheldon Vanderkooy

最高経営責任者

US$2.9m

報酬総額

CEO給与比率18.44%
CEO在任期間1.8yrs
CEOの所有権0.6%
経営陣の平均在職期間1.8yrs
取締役会の平均在任期間3.5yrs

経営陣の近況

Recent updates

Seeking Alpha Jun 09

Triple Flag: Record Q1, Copper Acquisition, And Insider Buying Are Bullish Signs

Summary Triple Flag Precious Metals trades at an attractive valuation, with strong growth prospects and a compelling risk-reward profile versus peers. TFPM delivered record Q1 2026 results, highlighting exceptional leverage to gold prices and robust cash flow generation, supported by a debt-free balance sheet. The Gunnison copper royalty offers significant long-term upside, though production is years away and project financing remains a key risk. I rate TFPM a Buy for investors seeking royalty exposure at a discount, with catalysts including GEO growth, sector M&A, and Gunnison developments. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Triple Flag Precious Metals: Good Growth Potential At A Very Attractive Share Price

Summary Triple Flag Precious Metals Corp. (TFPM) receives a Buy rating due to the well-mitigated risk of a globally diversified precious metals-focused stream and royalty portfolio and rising gold prices. .TFPM's streams and royalties, primarily in gold and silver, benefit from increasing GEO ("Gold Equivalent Ounces") sales and high gold prices, driving profitability. The company is well positioned to generate strong cash flow, and investors can rely on the company's commitment to delivering value to shareholders. Read the full article on Seeking Alpha
Seeking Alpha Sep 23

Triple Flag: One Of The Best Silver Exposures In The Royalty And Streaming Business

Summary Considering that I view the supply and demand fundamentals of the silver market as highly compelling, I am attracted by Triple Flag's large silver exposure. The stream on 65% of the silver production at Cerro Lindo is the cornerstone asset in Triple Flag's portfolio. Triple Flag is expected to produce between 135,000 and 145,000 GEOs in 2028, which would represent a growth of almost 30% compared to the midpoint of the 2024 production guidance. The company is trading at an enterprise value per GEO of approximately $31,000, which is the equivalent of a 27% and 30% discount compared to Osisko and Franco-Nevada, respectively. Read the full article on Seeking Alpha
Seeking Alpha May 15

Triple Flag Precious Metals: A Golden Start To 2024

Summary We recap Triple Flag Precious Metal's Q1 earnings report. The company has increased gold equivalent sales for eight consecutive years and is guiding for another strong year in 2024. We are bullish on shares that are well-positioned to benefit in the ongoing bull market for gold and silver. Read the full article on Seeking Alpha
Seeking Alpha Feb 28

Triple Flag: Too Cheap To Ignore

Summary Triple Flag Precious Metals Corp. reported strong Q4 and FY2023 results, and expects another solid year on deck in 2024. Notably, the company achieved record revenue and operating cash flow despite lapping tough comps from Fosterville, and a weaker finish to the year at Renard. In this update, we'll dig into the Q4 and FY2023 results, recent developments, and why Triple Flag is a must-own name for those looking for silver exposure. Read the full article on Seeking Alpha
Seeking Alpha Feb 01

Triple Flag: Another Record Year (Rating Upgrade)

Summary Triple Flag Precious Metals Corp. reported Q4 and FY2023 results, with sales marginally below guidance but well within the annual guidance range. Notably, Triple Flag also made some small additions to the portfolio on top of closing its MMX deal & is set up for another year of record cash flow in 2024. In this update, we’ll see if this pullback in Triple Flag stock is a buying opportunity and how its valuation stacks up after its sharp correction. Read the full article on Seeking Alpha
Seeking Alpha Nov 30

Triple Flag: Strong Uptrend With Bullish Gold Ahead

Summary Retail investors may want to consider buying shares of Triple Flag Precious Metals Corp. due to its well-positioned business in the gold market. The price of gold is expected to continue rising, reaching new highs in the coming months and years. Triple Flag's profitability and production of gold equivalent ounces are expected to increase, driving its share price higher. Read the full article on Seeking Alpha
Seeking Alpha Aug 30

Triple Flag: The Best Mid-Size Royalty Company Reasonably Priced

Summary Triple Flag is a well-diversified royalty and streaming company with a robust balance sheet and great management. The acquisition of Maverix creates one of the best mid-size royalty and streaming companies with 229 assets. I expect the gold price to move significantly north in the next 24 months and reach a range between 2,200 and 2,500 $/oz. Triple Flag is an excellent opportunity to bet on that scenario. Using net asset value and value per ounce, TFPM stock is overvalued. I prefer lower prices to buy more shares, but even that price is good for the initial tranche. That's why I give Triple Flag a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Aug 14

Triple Flag: Another Record Quarter

Summary Triple Flag has reported another record quarter with record revenue and cash flow, as well as a dividend increase to $0.21 per annum. The company's Q2 results were boosted by strong performance from its smaller assets, helping to offset a weaker quarter at Cerro Lindo and Fosterville. Meanwhile, from a development standpoint, we continue to see solid results out of key assets like Hope Bay. In this update, I'll look at whether this sharp correction in Triple Flag has provided enough margin of safety to justify going long the stock. Read the full article on Seeking Alpha
Seeking Alpha May 26

Triple Flag: A Solid Q1 Despite Slow Start From Core-4 Assets

Summary Triple Flag released its Q1 results earlier this month, reporting record revenue, cash flow, and gold-equivalent ounce sales. This record performance was despite a slow start to 2023 from its core four assets, with the acquisition of MMX picking up the slack, plus higher deliveries from ATO. And while 2022 was a slower year due to lower silver prices and lower production at Fosterville, Triple Flag should see meaningful growth in GEO sales in 2023/2024. So, with a diversified portfolio of high-quality royalty/streaming assets, considerable exposure to silver relative to peers, and a team that consistently delivers on promises, I would expect further weakness in TFPM to provide a buying opportunity. Read the full article on Seeking Alpha
Seeking Alpha Feb 22

Triple Flag Precious Metals reports Q4 earnings; initiates FY23 outlook

Triple Flag Precious Metals press release (NYSE:TFPM): Q4 Non-GAAP EPS of $0.12 beats by $0.03. Revenue of $43.9M (+18.7% Y/Y) in-line. In 2023, we expect attributable royalty income and stream sales to total 100,000 to 115,000 GEOs.

CEO報酬分析

Triple Flag Precious Metals の収益と比較して、Sheldon Vanderkooy の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$311m

Dec 31 2025US$3mUS$537k

US$240m

Sep 30 2025n/an/a

US$204m

Jun 30 2025n/an/a

US$172m

Mar 31 2025n/an/a

US$5m

Dec 31 2024US$2mUS$432k

-US$23m

Sep 30 2024n/an/a

-US$55m

Jun 30 2024n/an/a

-US$90m

Mar 31 2024n/an/a

US$37m

Dec 31 2023US$2mUS$383k

US$36m

Sep 30 2023n/an/a

US$42m

Jun 30 2023n/an/a

US$61m

Mar 31 2023n/an/a

US$56m

Dec 31 2022US$2mUS$346k

US$55m

Sep 30 2022n/an/a

US$53m

Jun 30 2022n/an/a

US$45m

Mar 31 2022n/an/a

US$53m

Dec 31 2021US$2mUS$346k

US$46m

Sep 30 2021n/an/a

US$86m

Jun 30 2021n/an/a

US$90m

Mar 31 2021n/an/a

US$81m

Dec 31 2020US$729kUS$317k

US$56m

報酬と市場: Sheldonの 総報酬 ($USD 2.91M ) は、 US市場 ($USD 8.33M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Sheldonの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Sheldon Vanderkooy (52 yo)

1.8yrs
在職期間
US$2,909,181
報酬

Mr. Sheldon Vanderkooy is CEO and Director of Triple Flag Precious Metals Corp. from September 26, 2024. He served as Chief Financial Officer at Triple Flag Precious Metals Corp. since 2021 until September...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Sheldon Vanderkooy
CEO & Director1.8yrsUS$2.91m0.57%
$ 37.3m
Eban Bari
Chief Financial Officer1.8yrsUS$1.45m0.089%
$ 5.8m
James Dendle
Chief Operating Officer1.8yrsUS$2.01m0.22%
$ 14.3m
Charles Beil
VP, General Counsel & Corporate Secretary3.5yrsUS$1.06m0.0097%
$ 634.7k
Fraser Cunningham
Managing Director of Triple Flag International Ltd.2yrsUS$1.35mデータなし
David Lee
Vice President of Investor Relationsno dataデータなしデータなし
Andrew McLarty
Vice President of Corporate Developmentno dataデータなし0.14%
$ 8.9m
Magda Augustyniak
Senior Manager of Human Resourcesless than a yearデータなしデータなし
Leshan Daniel
Managing Director of Financeno dataデータなし0.029%
$ 1.9m
Rob Goddard
Director of Geology1.5yrsデータなしデータなし
Steve Bristo
Director of Corporate Development & Researchno dataデータなしデータなし
1.8yrs
平均在職期間
46yo
平均年齢

経験豊富な経営陣: TFPMの経営陣は 経験豊富 とはみなされません ( 1.8年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Sheldon Vanderkooy
CEO & Director1.8yrsUS$2.91m0.57%
$ 37.3m
Geoffrey Burns
Independent Director3.5yrsUS$200.00k0.73%
$ 47.5m
Mark Cicirelli
Non-Independent Director6.8yrsデータなしデータなし
Dawn Whittaker
Independent Chairman of the Board5.2yrsUS$300.00k0.011%
$ 728.2k
Blake Rhodes
Independent Director3.5yrsUS$200.00k0.0097%
$ 634.7k
Patrick Merrin
Independent Directorless than a yearデータなし0.0011%
$ 73.3k
Elizabeth Wademan
Independent Director3.4yrsUS$200.00kデータなし
Susan Allen
Independent Director5.2yrsUS$225.00k0.015%
$ 988.0k
Christopher McCleave
Independent Directorless than a yearデータなしデータなし
3.5yrs
平均在職期間
56yo
平均年齢

経験豊富なボード: TFPMの 取締役会経験豊富 であると考えられます ( 3.5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/06 21:20
終値2026/07/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Triple Flag Precious Metals Corp. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Rene CartierBMO Capital Markets Equity Research
Brian QuastBMO Capital Markets Equity Research
Lawson WinderBofA Global Research