View ValuationTriple Flag Precious Metals 향후 성장Future 기준 점검 0/6Triple Flag Precious Metals (는) 각각 연간 1.9% 및 9.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.8% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.5% 로 예상됩니다.핵심 정보1.9%이익 성장률-3.83%EPS 성장률Metals and Mining 이익 성장10.9%매출 성장률9.9%향후 자기자본이익률13.50%애널리스트 커버리지Low마지막 업데이트14 Aug 2026최근 향후 성장 업데이트Price Target Changed • Mar 15Price target increased by 7.3% to US$44.25Up from US$41.25, the current price target is an average from 8 analysts. New target price is 23% above last closing price of US$35.89. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$1.41 for next year compared to US$1.18 last year.Price Target Changed • Jan 26Price target increased by 12% to US$39.00Up from US$34.67, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$38.61. Stock is up 147% over the past year. The company is forecast to post earnings per share of US$1.16 next year compared to a net loss per share of US$0.11 last year.Price Target Changed • Oct 24Price target increased by 9.8% to US$33.67Up from US$30.67, the current price target is an average from 8 analysts. New target price is 17% above last closing price of US$28.77. Stock is up 58% over the past year. The company is forecast to post earnings per share of US$0.99 next year compared to a net loss per share of US$0.11 last year.Price Target Changed • Oct 06Price target increased by 12% to US$30.33Up from US$27.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$30.42. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$0.96 next year compared to a net loss per share of US$0.11 last year.Price Target Changed • Aug 10Price target increased by 8.0% to US$27.00Up from US$25.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$26.46. Stock is up 76% over the past year. The company is forecast to post earnings per share of US$0.94 next year compared to a net loss per share of US$0.11 last year.공고 • Jul 10+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025. Triple Flag remains on track to achieve its sales guidance of 105,000 to 115,000 GEOs.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Aug 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to US$30.76. The fair value is estimated to be US$38.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 1.3% in the next 2 years.Recent Insider Transactions • Aug 14Chief Operating Officer recently sold US$794k worth of stockOn the 11th of August, James Dendle sold around 25k shares on-market at roughly US$31.75 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$3.7m.Declared Dividend • Aug 09Second quarter dividend increased to US$0.06Dividend of US$0.06 is 4.3% higher than last year. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.9% per year over the past 5 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.공고 • Aug 07Triple Flag Precious Metals Corp. Announces Quarterly Cash Dividend, Payable on September 15, 2026Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.06 per common share to be paid on September 15, 2026, to shareholders of record at the close of business on August 31, 2026.New Risk • Aug 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.공고 • Jul 09Triple Flag Precious Metals Corp. to Report Q2, 2026 Results on Aug 05, 2026Triple Flag Precious Metals Corp. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026Buy Or Sell Opportunity • Jul 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$30.08. The fair value is estimated to be US$38.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.Buy Or Sell Opportunity • Jun 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to US$30.56. The fair value is estimated to be US$39.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Seeking Alpha • Jun 09Triple Flag: Record Q1, Copper Acquisition, And Insider Buying Are Bullish SignsSummary 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 AlphaUpcoming Dividend • May 26Upcoming dividend of US$0.058 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.5%).Buy Or Sell Opportunity • May 11Now 23% overvaluedOver the last 90 days, the stock has fallen 2.3% to US$35.52. The fair value is estimated to be US$28.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Declared Dividend • May 11First quarter dividend of US$0.058 announcedShareholders will receive a dividend of US$0.058. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 27%.Reported Earnings • May 07First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$0.57 (up from US$0.23 in 1Q 2025). Revenue: US$147.0m (up 79% from 1Q 2025). Net income: US$116.9m (up 157% from 1Q 2025). Profit margin: 80% (up from 55% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.공고 • May 07+ 1 more updateTriple Flag Precious Metals Corp. Declares Cash Dividend, Payable on June 15, 2026Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0575 per common share to be paid on June 15, 2026, to the shareholders of record at the close of business on June 1, 2026.공고 • Apr 09Triple Flag Precious Metals Corp. to Report Q1, 2026 Results on May 05, 2026Triple Flag Precious Metals Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026Recent Insider Transactions • Apr 07CEO & Director recently sold US$855k worth of stockOn the 31st of March, Sheldon Vanderkooy sold around 25k shares on-market at roughly US$34.20 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.2m. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$3.7m.Recent Insider Transactions • Mar 30Independent Director recently sold US$3.2m worth of stockOn the 27th of March, Geoffrey Burns sold around 100k shares on-market at roughly US$32.13 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$9.2m more than they bought in the last 12 months.Buy Or Sell Opportunity • Mar 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to US$31.80. The fair value is estimated to be US$41.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Price Target Changed • Mar 15Price target increased by 7.3% to US$44.25Up from US$41.25, the current price target is an average from 8 analysts. New target price is 23% above last closing price of US$35.89. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$1.41 for next year compared to US$1.18 last year.Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. CEO & Director Sheldon Vanderkooy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Feb 24Triple Flag Precious Metals Corp., Annual General Meeting, May 06, 2026Triple Flag Precious Metals Corp., Annual General Meeting, May 06, 2026.Declared Dividend • Feb 22Fourth quarter dividend of US$0.058 announcedShareholders will receive a dividend of US$0.058. Ex-date: 2nd March 2026 Payment date: 16th March 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 50%.Reported Earnings • Feb 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$1.18 (up from US$0.12 loss in FY 2024). Revenue: US$388.7m (up 45% from FY 2024). Net income: US$240.0m (up US$263.1m from FY 2024). Profit margin: 62% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.4%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 42% per year.공고 • Feb 19+ 1 more updateTriple Flag Declares Dividend for the First Quarter of 2026, Payable on March 16, 2026Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0575 per common share to be paid on March 16, 2026, to the shareholders of record at the close of business on March 2, 2026.Price Target Changed • Jan 26Price target increased by 12% to US$39.00Up from US$34.67, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$38.61. Stock is up 147% over the past year. The company is forecast to post earnings per share of US$1.16 next year compared to a net loss per share of US$0.11 last year.공고 • Jan 14Triple Flag Precious Metals Corp. to Report Q4, 2025 Results on Feb 18, 2026Triple Flag Precious Metals Corp. announced that they will report Q4, 2025 results After-Market on Feb 18, 2026Recent Insider Transactions • Dec 22CEO & Director recently sold US$1.7m worth of stockOn the 19th of December, Sheldon Vanderkooy sold around 50k shares on-market at roughly US$33.92 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$3.7m.Upcoming Dividend • Nov 24Upcoming dividend of US$0.058 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.8%).Buy Or Sell Opportunity • Nov 20Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$29.71. The fair value is estimated to be US$37.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 30% in the next year.Declared Dividend • Nov 07Third quarter dividend of US$0.058 announcedShareholders will receive a dividend of US$0.058. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.30 (vs US$0.15 in 3Q 2024)Third quarter 2025 results: EPS: US$0.30 (up from US$0.15 in 3Q 2024). Revenue: US$93.5m (up 27% from 3Q 2024). Net income: US$61.9m (up 109% from 3Q 2024). Profit margin: 66% (up from 40% in 3Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.공고 • Nov 05Triple Flag Precious Metals Corp. Declares A Cash Dividend, Payable on December 15, 2025Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0575 per common share to be paid on December 15, 2025, to the shareholders of record at the close of business on December 1, 2025.Price Target Changed • Oct 24Price target increased by 9.8% to US$33.67Up from US$30.67, the current price target is an average from 8 analysts. New target price is 17% above last closing price of US$28.77. Stock is up 58% over the past year. The company is forecast to post earnings per share of US$0.99 next year compared to a net loss per share of US$0.11 last year.Buy Or Sell Opportunity • Oct 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to US$31.00. The fair value is estimated to be US$25.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.공고 • Oct 08+ 1 more updateTriple Flag Precious Metals Corp. to Report Q3, 2025 Results on Nov 04, 2025Triple Flag Precious Metals Corp. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025Price Target Changed • Oct 06Price target increased by 12% to US$30.33Up from US$27.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$30.42. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$0.96 next year compared to a net loss per share of US$0.11 last year.Recent Insider Transactions • Sep 03Chief Operating Officer recently sold US$760k worth of stockOn the 26th of August, James Dendle sold around 29k shares on-market at roughly US$26.63 per share. This transaction amounted to 5.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$944k.Upcoming Dividend • Aug 26Upcoming dividend of US$0.058 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 15 September 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.8%).Price Target Changed • Aug 10Price target increased by 8.0% to US$27.00Up from US$25.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$26.46. Stock is up 76% over the past year. The company is forecast to post earnings per share of US$0.94 next year compared to a net loss per share of US$0.11 last year.Declared Dividend • Aug 10Second quarter dividend increased to US$0.058Dividend of US$0.058 is 4.5% higher than last year. Ex-date: 2nd September 2025 Payment date: 15th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.28 (vs US$0.55 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.28 (up from US$0.55 loss in 2Q 2024). Revenue: US$94.1m (up 48% from 2Q 2024). Net income: US$55.7m (up US$167.2m from 2Q 2024). Profit margin: 59% (up from net loss in 2Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.공고 • Aug 07Triple Flag Precious Metals Corp. Declares Quarterly Cash Dividend, Payable on September 15, 2025Triple Flag Precious Metals Corp.’s Board of Directors declared a quarterly cash dividend of USD 0.0575 per common share to be paid on September 15, 2025, to the shareholders of record at the close of business on September 2, 2025.공고 • Jul 10+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025. Triple Flag remains on track to achieve its sales guidance of 105,000 to 115,000 GEOs.공고 • Jul 09Triple Flag Precious Metals Corp. to Report Q2, 2025 Results on Aug 06, 2025Triple Flag Precious Metals Corp. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025Buy Or Sell Opportunity • Jul 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to US$24.57. The fair value is estimated to be US$20.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 76%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Recent Insider Transactions • Jun 09CEO & Director recently sold US$1.2m worth of stockOn the 3rd of June, Sheldon Vanderkooy sold around 50k shares on-market at roughly US$23.26 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$4.4m.Price Target Changed • Jun 05Price target increased by 11% to US$24.50Up from US$22.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$24.73. Stock is up 54% over the past year. The company is forecast to post earnings per share of US$0.87 next year compared to a net loss per share of US$0.11 last year.Buy Or Sell Opportunity • Jun 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to US$23.04. The fair value is estimated to be US$18.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 76%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 3,584% in the next 2 years.Upcoming Dividend • May 23Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 16 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.0%).Recent Insider Transactions • May 16Insider recently sold US$300k worth of stockOn the 13th of May, Andrew McLarty sold around 15k shares on-market at roughly US$20.00 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$976k. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.Declared Dividend • May 09First quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 30th May 2025 Payment date: 16th June 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 870% to bring the payout ratio under control. EPS is expected to grow by 269% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.23 (up from US$0.087 in 1Q 2024). Revenue: US$82.2m (up 43% from 1Q 2024). Net income: US$45.5m (up 161% from 1Q 2024). Profit margin: 55% (up from 30% in 1Q 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.공고 • May 07+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025 and 2029Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025 and 2029. Triple Flag remains on track to achieve its sales guidance for 2025 of 105,000 to 115,000 GEOs. The company's 2029 outlook of 135,000 to 145,000 GEOs remains unchanged.Buy Or Sell Opportunity • May 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to US$21.62. The fair value is estimated to be US$18.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company became loss making.공고 • Apr 23Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million.Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million on April 21, 2025. Pursuant to the Transaction, Orogen shareholders may elect to receive either CAD 1.63 in cash or 0.05355 of a Triple Flag share per each Orogen share held, and will also receive 0.25 shares in the newly created Orogen Spinco, representing approximately CAD 0.37 per each Orogen share. This represents a total consideration of CAD 2.00 per Orogen common share on a fully diluted basis, calculated using the closing price of Triple Flag shares on April 17, 2025 of CAD 30.44. The total consideration paid by Triple Flag (excluding the value of Orogen Spinco) is approximately CAD 343 million. The shareholder election will be subject to pro-ration such that the cash and share portions of the consideration will represent 50% and 50% of the total consideration (excluding the value of Orogen Spinco), respectively. Orogen shareholders who do not elect to receive either Triple Flag shares or cash will be deemed to elect a default consideration of 0.05355 of a Triple Flag share per Orogen share, in addition to 0.25 shares in Orogen Spinco per Orogen share. The transaction includes customary provisions, including non-solicitation by Orogen of alternative transactions, a right of Triple Flag to match superior proposals, and an approximately $12.5 million (CAD 17,266,750) termination fee, payable under certain circumstances. Triple Flag will finance the cash consideration from its existing undrawn $700 million (CAD 966,938,000) credit facility. Triple Flag has agreed to separately invest CAD 10 million to obtain an approximate 11% interest in Orogen Spinco. The transaction is to be a court-approved plan of arrangement under the Business Corporations Act (British Columbia) requiring the approval at a special meeting of at least (i) 66 2/3% of votes cast by shareholders of Orogen and (ii) a majority of votes cast by Orogen shareholders excluding the votes attributable to certain members of management. Completion is subject to regulatory and court approvals and other customary closing conditions, including the listing of Orogen Spinco on the TSX.V. The Board of Directors of Triple Flag and the Board of Directors of Orogen have unanimously approved the Transaction and recommend that shareholders vote in favor of the Transaction. Closing is expected in Q3 2025. Scotiabank is acting as financial advisor to Triple Flag and Torys LLP is acting as legal counsel to Triple Flag. Scotiabank provided a fairness opinion to the Triple Flag Board of Directors. National Bank Financial is acting as financial advisor to Orogen and Osler, Hoskin & Harcourt LLP is acting as legal counsel to Orogen. National Bank Financial provided a fairness opinion to the Orogen Board of Directors.공고 • Apr 09+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025. For the year, the company reported it is on track to deliver 2025 GEOs guidance of 105,000 to 115,000 ounces.Price Target Changed • Apr 07Price target increased by 8.5% to US$21.33Up from US$19.67, the current price target is an average from 8 analysts. New target price is 16% above last closing price of US$18.34. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$0.11 last year.Buy Or Sell Opportunity • Mar 31Now 20% undervaluedOver the last 90 days, the stock has risen 27% to US$19.15. The fair value is estimated to be US$23.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Mar 30Independent Director recently sold US$392k worth of stockOn the 27th of March, Geoffrey Burns sold around 20k shares on-market at roughly US$19.59 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$881k. Insiders have been net sellers, collectively disposing of US$14m more than they bought in the last 12 months.Recent Insider Transactions • Mar 14CEO & Director recently sold US$881k worth of stockOn the 11th of March, Sheldon Vanderkooy sold around 50k shares on-market at roughly US$17.63 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$3.3m.공고 • Feb 24Triple Flag Precious Metals Corp., Annual General Meeting, May 07, 2025Triple Flag Precious Metals Corp., Annual General Meeting, May 07, 2025.Declared Dividend • Feb 23Fourth quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 3rd March 2025 Payment date: 14th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 4 years and payments have been stable during that time.공고 • Feb 21Triple Flag Precious Metals Corp. Provides Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. provided sales guidance for the year 2025. For the year, the company expected stream sales and royalty revenue of 105,000 to 115,000 GEOs.Reported Earnings • Feb 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.11 loss per share (down from US$0.18 profit in FY 2023). Revenue: US$269.0m (up 32% from FY 2023). Net loss: US$23.1m (down 164% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.공고 • Feb 20Triple Flag Precious Metals Corp Approves Cash Dividend for the First Quarter 2025, Payable on March 14, 2025Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.055 per common share for the First Quarter 2025 to be paid on March 14, 2025, to the shareholders of record at the close of business on March 3, 2025.공고 • Jan 15Triple Flag Precious Metals Corp. to Report Q4, 2024 Results on Feb 19, 2025Triple Flag Precious Metals Corp. announced that they will report Q4, 2024 results After-Market on Feb 19, 2025Seeking Alpha • Jan 07Triple Flag Precious Metals: Good Growth Potential At A Very Attractive Share PriceSummary 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 AlphaUpcoming Dividend • Nov 23Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 16 December 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.9%).Declared Dividend • Nov 08Third quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 29th November 2024 Payment date: 16th December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 3 years and payments have been stable during that time.Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.15 (vs US$0.03 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.15 (up from US$0.03 loss in 3Q 2023). Revenue: US$73.7m (up 49% from 3Q 2023). Net income: US$29.6m (up US$35.7m from 3Q 2023). Profit margin: 40% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.공고 • Nov 06Triple Flag Precious Metals Corp. Declares Fourth Quarter 2024 Dividend, Payable on December 16, 2024Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.055 per common share to be paid on December 16, 2024, to the shareholders of record at the close of business on November 29, 2024.공고 • Oct 10Triple Flag Precious Metals Corp. to Report Q3, 2024 Results on Nov 05, 2024Triple Flag Precious Metals Corp. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024Recent Insider Transactions • Oct 02Independent Director recently sold US$1.9m worth of stockOn the 26th of September, Geoffrey Burns sold around 110k shares on-market at roughly US$17.10 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$14m more than they bought in the last 12 months.Buy Or Sell Opportunity • Sep 30Now 20% undervaluedOver the last 90 days, the stock has risen 2.3% to US$16.18. The fair value is estimated to be US$20.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.Seeking Alpha • Sep 23Triple Flag: One Of The Best Silver Exposures In The Royalty And Streaming BusinessSummary 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 Alpha공고 • Aug 09Triple Flag Precious Metals Corp. Declares Quarterly Cash Dividend, Payable on September 16, 2024Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.055 per common share to be paid on September 16, 2024, to the shareholders of record at the close of business on August 30, 2024.공고 • Jul 23+ 1 more updateTriple Flag Precious Metals Corp. Announces CEO ChangesTriple Flag Precious Metals Corp. announced that Sheldon Vanderkooy will succeed Shaun Usmar as Chief Executive Officer, effective upon the departure of Mr. Usmar, who is stepping down to assume a new leadership role with a major diversified mining company. Mr. Usmar will work closely with Mr. Vanderkooy to ensure a seamless transition, anticipated to be finalized in the fourth quarter of 2024. Mr. Vanderkooy, a founding member of the Triple Flag team since its inception in 2016, has played a pivotal role in the Company's growth trajectory over the past eight years. As a key member of the senior management team, he has been an integral part of building Triple Flag, starting with first investment, the Cerro Lindo silver stream. As Chief Financial Officer since 2019, he was instrumental in delivering successful US$264 million initial public offering in 2021. His extensive background includes executive roles with First Quantum Minerals and Inmet Mining, following a partnership at a leading Canadian law firm specializing in mining M&A and financing transactions. With more than 25 years of experience in the mining sector, Mr. Vanderkooy brings a wealth of strategic insight and leadership to his new position.공고 • Jul 12Triple Flag Precious Metals Corp. to Report Q2, 2024 Results on Aug 07, 2024Triple Flag Precious Metals Corp. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2024Seeking Alpha • May 15Triple Flag Precious Metals: A Golden Start To 2024Summary 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 Alpha공고 • May 08Triple Flag Precious Metals Corp. Declares Second Quarter 2024 Dividend, Payable on June 14, 2024Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0525 per common share to be paid on June 14, 2024, to the shareholders of record at the close of business on May 31, 2024.공고 • Apr 09+ 1 more updateTriple Flag Precious Metals Corp. Provides Sales Guidance for the Year 2024Triple Flag Precious Metals Corp. provided sales guidance for the year 2024. The company well on track to deliver 2024 GEOs sales guidance of 105,000 to b115,000 ounces.Seeking Alpha • Feb 28Triple Flag: Too Cheap To IgnoreSummary 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 Alpha공고 • Feb 23Triple Flag Precious Metals Corp., Annual General Meeting, May 08, 2024Triple Flag Precious Metals Corp., Annual General Meeting, May 08, 2024.공고 • Feb 22+ 1 more updateTriple Flag Precious Metals Corp. Provides Sales Guidance for the Full Year 2024Triple Flag Precious Metals Corp. provided sales guidance for the full year 2024. In 2024, the company expects attributable royalty revenue and stream sales of 105,000 to 115,000 Gold Equivalent Ounces (‘GEOs’).Seeking Alpha • Feb 01Triple 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 Alpha공고 • Jan 18Triple Flag Precious Metals Corp. to Report Q4, 2023 Results on Feb 21, 2024Triple Flag Precious Metals Corp. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024Seeking Alpha • Nov 30Triple Flag: Strong Uptrend With Bullish Gold AheadSummary 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 Alpha이익 및 매출 성장 예측NYSE:TFPM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028591392463485312/31/2027639443464501512/31/2026520389-14540556/30/2026489412-227395N/A3/31/2026453311175360N/A12/31/202538924094313N/A9/30/202534420468287N/A6/30/2025324172146267N/A3/31/20252945121240N/A12/31/2024269-23156214N/A9/30/2024247-55123188N/A6/30/2024222-90132163N/A3/31/202421137108154N/A12/31/202320436-37154N/A9/30/202319642-68153N/A6/30/202318161-59142N/A3/31/202316456-58131N/A12/31/20221525566118N/A9/30/20221455391111N/A6/30/20221484595115N/A3/31/20221535392118N/A12/31/20211504669120N/A9/30/20211558675122N/A6/30/202114390-489112N/A3/31/202112981-498101N/A12/31/202011356-64584N/A9/30/2020883-67363N/A12/31/201959-41N/A40N/A9/30/201957-54N/A37N/A12/31/201843-1N/A28N/A12/31/201741-29N/A27N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TFPM 의 연간 예상 수익 증가율(1.9%)이 saving rate(3.7%) 미만입니다.수익 vs 시장: TFPM 의 연간 수익(1.9%)이 US 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TFPM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TFPM 의 수익(연간 9.9%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TFPM 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TFPM의 자본 수익률은 3년 후 13.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/20 03:58종가2026/08/20 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Triple Flag Precious Metals Corp.는 16명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rene CartierBMO Capital Markets Equity ResearchBrian QuastBMO Capital Markets Equity ResearchLawson WinderBofA Global Research13명의 분석가 더 보기
Price Target Changed • Mar 15Price target increased by 7.3% to US$44.25Up from US$41.25, the current price target is an average from 8 analysts. New target price is 23% above last closing price of US$35.89. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$1.41 for next year compared to US$1.18 last year.
Price Target Changed • Jan 26Price target increased by 12% to US$39.00Up from US$34.67, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$38.61. Stock is up 147% over the past year. The company is forecast to post earnings per share of US$1.16 next year compared to a net loss per share of US$0.11 last year.
Price Target Changed • Oct 24Price target increased by 9.8% to US$33.67Up from US$30.67, the current price target is an average from 8 analysts. New target price is 17% above last closing price of US$28.77. Stock is up 58% over the past year. The company is forecast to post earnings per share of US$0.99 next year compared to a net loss per share of US$0.11 last year.
Price Target Changed • Oct 06Price target increased by 12% to US$30.33Up from US$27.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$30.42. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$0.96 next year compared to a net loss per share of US$0.11 last year.
Price Target Changed • Aug 10Price target increased by 8.0% to US$27.00Up from US$25.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$26.46. Stock is up 76% over the past year. The company is forecast to post earnings per share of US$0.94 next year compared to a net loss per share of US$0.11 last year.
공고 • Jul 10+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025. Triple Flag remains on track to achieve its sales guidance of 105,000 to 115,000 GEOs.
Buy Or Sell Opportunity • Aug 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to US$30.76. The fair value is estimated to be US$38.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 1.3% in the next 2 years.
Recent Insider Transactions • Aug 14Chief Operating Officer recently sold US$794k worth of stockOn the 11th of August, James Dendle sold around 25k shares on-market at roughly US$31.75 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$3.7m.
Declared Dividend • Aug 09Second quarter dividend increased to US$0.06Dividend of US$0.06 is 4.3% higher than last year. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.9% per year over the past 5 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
공고 • Aug 07Triple Flag Precious Metals Corp. Announces Quarterly Cash Dividend, Payable on September 15, 2026Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.06 per common share to be paid on September 15, 2026, to shareholders of record at the close of business on August 31, 2026.
New Risk • Aug 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
공고 • Jul 09Triple Flag Precious Metals Corp. to Report Q2, 2026 Results on Aug 05, 2026Triple Flag Precious Metals Corp. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026
Buy Or Sell Opportunity • Jul 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$30.08. The fair value is estimated to be US$38.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
Buy Or Sell Opportunity • Jun 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to US$30.56. The fair value is estimated to be US$39.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Seeking Alpha • Jun 09Triple Flag: Record Q1, Copper Acquisition, And Insider Buying Are Bullish SignsSummary 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
Upcoming Dividend • May 26Upcoming dividend of US$0.058 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.5%).
Buy Or Sell Opportunity • May 11Now 23% overvaluedOver the last 90 days, the stock has fallen 2.3% to US$35.52. The fair value is estimated to be US$28.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 70%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Declared Dividend • May 11First quarter dividend of US$0.058 announcedShareholders will receive a dividend of US$0.058. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 27%.
Reported Earnings • May 07First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$0.57 (up from US$0.23 in 1Q 2025). Revenue: US$147.0m (up 79% from 1Q 2025). Net income: US$116.9m (up 157% from 1Q 2025). Profit margin: 80% (up from 55% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
공고 • May 07+ 1 more updateTriple Flag Precious Metals Corp. Declares Cash Dividend, Payable on June 15, 2026Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0575 per common share to be paid on June 15, 2026, to the shareholders of record at the close of business on June 1, 2026.
공고 • Apr 09Triple Flag Precious Metals Corp. to Report Q1, 2026 Results on May 05, 2026Triple Flag Precious Metals Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026
Recent Insider Transactions • Apr 07CEO & Director recently sold US$855k worth of stockOn the 31st of March, Sheldon Vanderkooy sold around 25k shares on-market at roughly US$34.20 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.2m. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$3.7m.
Recent Insider Transactions • Mar 30Independent Director recently sold US$3.2m worth of stockOn the 27th of March, Geoffrey Burns sold around 100k shares on-market at roughly US$32.13 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$9.2m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Mar 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to US$31.80. The fair value is estimated to be US$41.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Price Target Changed • Mar 15Price target increased by 7.3% to US$44.25Up from US$41.25, the current price target is an average from 8 analysts. New target price is 23% above last closing price of US$35.89. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$1.41 for next year compared to US$1.18 last year.
Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. CEO & Director Sheldon Vanderkooy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Feb 24Triple Flag Precious Metals Corp., Annual General Meeting, May 06, 2026Triple Flag Precious Metals Corp., Annual General Meeting, May 06, 2026.
Declared Dividend • Feb 22Fourth quarter dividend of US$0.058 announcedShareholders will receive a dividend of US$0.058. Ex-date: 2nd March 2026 Payment date: 16th March 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 50%.
Reported Earnings • Feb 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$1.18 (up from US$0.12 loss in FY 2024). Revenue: US$388.7m (up 45% from FY 2024). Net income: US$240.0m (up US$263.1m from FY 2024). Profit margin: 62% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.4%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 42% per year.
공고 • Feb 19+ 1 more updateTriple Flag Declares Dividend for the First Quarter of 2026, Payable on March 16, 2026Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0575 per common share to be paid on March 16, 2026, to the shareholders of record at the close of business on March 2, 2026.
Price Target Changed • Jan 26Price target increased by 12% to US$39.00Up from US$34.67, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$38.61. Stock is up 147% over the past year. The company is forecast to post earnings per share of US$1.16 next year compared to a net loss per share of US$0.11 last year.
공고 • Jan 14Triple Flag Precious Metals Corp. to Report Q4, 2025 Results on Feb 18, 2026Triple Flag Precious Metals Corp. announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
Recent Insider Transactions • Dec 22CEO & Director recently sold US$1.7m worth of stockOn the 19th of December, Sheldon Vanderkooy sold around 50k shares on-market at roughly US$33.92 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$3.7m.
Upcoming Dividend • Nov 24Upcoming dividend of US$0.058 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.8%).
Buy Or Sell Opportunity • Nov 20Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$29.71. The fair value is estimated to be US$37.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 30% in the next year.
Declared Dividend • Nov 07Third quarter dividend of US$0.058 announcedShareholders will receive a dividend of US$0.058. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.30 (vs US$0.15 in 3Q 2024)Third quarter 2025 results: EPS: US$0.30 (up from US$0.15 in 3Q 2024). Revenue: US$93.5m (up 27% from 3Q 2024). Net income: US$61.9m (up 109% from 3Q 2024). Profit margin: 66% (up from 40% in 3Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Nov 05Triple Flag Precious Metals Corp. Declares A Cash Dividend, Payable on December 15, 2025Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0575 per common share to be paid on December 15, 2025, to the shareholders of record at the close of business on December 1, 2025.
Price Target Changed • Oct 24Price target increased by 9.8% to US$33.67Up from US$30.67, the current price target is an average from 8 analysts. New target price is 17% above last closing price of US$28.77. Stock is up 58% over the past year. The company is forecast to post earnings per share of US$0.99 next year compared to a net loss per share of US$0.11 last year.
Buy Or Sell Opportunity • Oct 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to US$31.00. The fair value is estimated to be US$25.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
공고 • Oct 08+ 1 more updateTriple Flag Precious Metals Corp. to Report Q3, 2025 Results on Nov 04, 2025Triple Flag Precious Metals Corp. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
Price Target Changed • Oct 06Price target increased by 12% to US$30.33Up from US$27.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$30.42. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$0.96 next year compared to a net loss per share of US$0.11 last year.
Recent Insider Transactions • Sep 03Chief Operating Officer recently sold US$760k worth of stockOn the 26th of August, James Dendle sold around 29k shares on-market at roughly US$26.63 per share. This transaction amounted to 5.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$944k.
Upcoming Dividend • Aug 26Upcoming dividend of US$0.058 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 15 September 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.8%).
Price Target Changed • Aug 10Price target increased by 8.0% to US$27.00Up from US$25.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$26.46. Stock is up 76% over the past year. The company is forecast to post earnings per share of US$0.94 next year compared to a net loss per share of US$0.11 last year.
Declared Dividend • Aug 10Second quarter dividend increased to US$0.058Dividend of US$0.058 is 4.5% higher than last year. Ex-date: 2nd September 2025 Payment date: 15th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.28 (vs US$0.55 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.28 (up from US$0.55 loss in 2Q 2024). Revenue: US$94.1m (up 48% from 2Q 2024). Net income: US$55.7m (up US$167.2m from 2Q 2024). Profit margin: 59% (up from net loss in 2Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
공고 • Aug 07Triple Flag Precious Metals Corp. Declares Quarterly Cash Dividend, Payable on September 15, 2025Triple Flag Precious Metals Corp.’s Board of Directors declared a quarterly cash dividend of USD 0.0575 per common share to be paid on September 15, 2025, to the shareholders of record at the close of business on September 2, 2025.
공고 • Jul 10+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025. Triple Flag remains on track to achieve its sales guidance of 105,000 to 115,000 GEOs.
공고 • Jul 09Triple Flag Precious Metals Corp. to Report Q2, 2025 Results on Aug 06, 2025Triple Flag Precious Metals Corp. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
Buy Or Sell Opportunity • Jul 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to US$24.57. The fair value is estimated to be US$20.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 76%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Recent Insider Transactions • Jun 09CEO & Director recently sold US$1.2m worth of stockOn the 3rd of June, Sheldon Vanderkooy sold around 50k shares on-market at roughly US$23.26 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$4.4m.
Price Target Changed • Jun 05Price target increased by 11% to US$24.50Up from US$22.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$24.73. Stock is up 54% over the past year. The company is forecast to post earnings per share of US$0.87 next year compared to a net loss per share of US$0.11 last year.
Buy Or Sell Opportunity • Jun 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to US$23.04. The fair value is estimated to be US$18.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 76%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 3,584% in the next 2 years.
Upcoming Dividend • May 23Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 16 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.0%).
Recent Insider Transactions • May 16Insider recently sold US$300k worth of stockOn the 13th of May, Andrew McLarty sold around 15k shares on-market at roughly US$20.00 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$976k. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.
Declared Dividend • May 09First quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 30th May 2025 Payment date: 16th June 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 870% to bring the payout ratio under control. EPS is expected to grow by 269% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.23 (up from US$0.087 in 1Q 2024). Revenue: US$82.2m (up 43% from 1Q 2024). Net income: US$45.5m (up 161% from 1Q 2024). Profit margin: 55% (up from 30% in 1Q 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
공고 • May 07+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025 and 2029Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025 and 2029. Triple Flag remains on track to achieve its sales guidance for 2025 of 105,000 to 115,000 GEOs. The company's 2029 outlook of 135,000 to 145,000 GEOs remains unchanged.
Buy Or Sell Opportunity • May 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to US$21.62. The fair value is estimated to be US$18.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company became loss making.
공고 • Apr 23Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million.Triple Flag Precious Metals Corp. (TSX:TFPM) entered into a definitive agreement to acquire Orogen Royalties Inc. (TSXV:OGN) from Altius Minerals Corporation (TSX:ALS), Adrian Day Asset Management, Euro Pacific Asset Management, LLC and others for approximately CAD 330 million on April 21, 2025. Pursuant to the Transaction, Orogen shareholders may elect to receive either CAD 1.63 in cash or 0.05355 of a Triple Flag share per each Orogen share held, and will also receive 0.25 shares in the newly created Orogen Spinco, representing approximately CAD 0.37 per each Orogen share. This represents a total consideration of CAD 2.00 per Orogen common share on a fully diluted basis, calculated using the closing price of Triple Flag shares on April 17, 2025 of CAD 30.44. The total consideration paid by Triple Flag (excluding the value of Orogen Spinco) is approximately CAD 343 million. The shareholder election will be subject to pro-ration such that the cash and share portions of the consideration will represent 50% and 50% of the total consideration (excluding the value of Orogen Spinco), respectively. Orogen shareholders who do not elect to receive either Triple Flag shares or cash will be deemed to elect a default consideration of 0.05355 of a Triple Flag share per Orogen share, in addition to 0.25 shares in Orogen Spinco per Orogen share. The transaction includes customary provisions, including non-solicitation by Orogen of alternative transactions, a right of Triple Flag to match superior proposals, and an approximately $12.5 million (CAD 17,266,750) termination fee, payable under certain circumstances. Triple Flag will finance the cash consideration from its existing undrawn $700 million (CAD 966,938,000) credit facility. Triple Flag has agreed to separately invest CAD 10 million to obtain an approximate 11% interest in Orogen Spinco. The transaction is to be a court-approved plan of arrangement under the Business Corporations Act (British Columbia) requiring the approval at a special meeting of at least (i) 66 2/3% of votes cast by shareholders of Orogen and (ii) a majority of votes cast by Orogen shareholders excluding the votes attributable to certain members of management. Completion is subject to regulatory and court approvals and other customary closing conditions, including the listing of Orogen Spinco on the TSX.V. The Board of Directors of Triple Flag and the Board of Directors of Orogen have unanimously approved the Transaction and recommend that shareholders vote in favor of the Transaction. Closing is expected in Q3 2025. Scotiabank is acting as financial advisor to Triple Flag and Torys LLP is acting as legal counsel to Triple Flag. Scotiabank provided a fairness opinion to the Triple Flag Board of Directors. National Bank Financial is acting as financial advisor to Orogen and Osler, Hoskin & Harcourt LLP is acting as legal counsel to Orogen. National Bank Financial provided a fairness opinion to the Orogen Board of Directors.
공고 • Apr 09+ 1 more updateTriple Flag Precious Metals Corp. Reaffirms Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. reaffirmed sales guidance for the year 2025. For the year, the company reported it is on track to deliver 2025 GEOs guidance of 105,000 to 115,000 ounces.
Price Target Changed • Apr 07Price target increased by 8.5% to US$21.33Up from US$19.67, the current price target is an average from 8 analysts. New target price is 16% above last closing price of US$18.34. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$0.11 last year.
Buy Or Sell Opportunity • Mar 31Now 20% undervaluedOver the last 90 days, the stock has risen 27% to US$19.15. The fair value is estimated to be US$23.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Mar 30Independent Director recently sold US$392k worth of stockOn the 27th of March, Geoffrey Burns sold around 20k shares on-market at roughly US$19.59 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$881k. Insiders have been net sellers, collectively disposing of US$14m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 14CEO & Director recently sold US$881k worth of stockOn the 11th of March, Sheldon Vanderkooy sold around 50k shares on-market at roughly US$17.63 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sheldon has been a net seller over the last 12 months, reducing personal holdings by US$3.3m.
공고 • Feb 24Triple Flag Precious Metals Corp., Annual General Meeting, May 07, 2025Triple Flag Precious Metals Corp., Annual General Meeting, May 07, 2025.
Declared Dividend • Feb 23Fourth quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 3rd March 2025 Payment date: 14th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 4 years and payments have been stable during that time.
공고 • Feb 21Triple Flag Precious Metals Corp. Provides Sales Guidance for the Year 2025Triple Flag Precious Metals Corp. provided sales guidance for the year 2025. For the year, the company expected stream sales and royalty revenue of 105,000 to 115,000 GEOs.
Reported Earnings • Feb 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.11 loss per share (down from US$0.18 profit in FY 2023). Revenue: US$269.0m (up 32% from FY 2023). Net loss: US$23.1m (down 164% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
공고 • Feb 20Triple Flag Precious Metals Corp Approves Cash Dividend for the First Quarter 2025, Payable on March 14, 2025Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.055 per common share for the First Quarter 2025 to be paid on March 14, 2025, to the shareholders of record at the close of business on March 3, 2025.
공고 • Jan 15Triple Flag Precious Metals Corp. to Report Q4, 2024 Results on Feb 19, 2025Triple Flag Precious Metals Corp. announced that they will report Q4, 2024 results After-Market on Feb 19, 2025
Seeking Alpha • Jan 07Triple Flag Precious Metals: Good Growth Potential At A Very Attractive Share PriceSummary 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
Upcoming Dividend • Nov 23Upcoming dividend of US$0.055 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 16 December 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.9%).
Declared Dividend • Nov 08Third quarter dividend of US$0.055 announcedShareholders will receive a dividend of US$0.055. Ex-date: 29th November 2024 Payment date: 16th December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 3 years and payments have been stable during that time.
Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.15 (vs US$0.03 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.15 (up from US$0.03 loss in 3Q 2023). Revenue: US$73.7m (up 49% from 3Q 2023). Net income: US$29.6m (up US$35.7m from 3Q 2023). Profit margin: 40% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
공고 • Nov 06Triple Flag Precious Metals Corp. Declares Fourth Quarter 2024 Dividend, Payable on December 16, 2024Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.055 per common share to be paid on December 16, 2024, to the shareholders of record at the close of business on November 29, 2024.
공고 • Oct 10Triple Flag Precious Metals Corp. to Report Q3, 2024 Results on Nov 05, 2024Triple Flag Precious Metals Corp. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024
Recent Insider Transactions • Oct 02Independent Director recently sold US$1.9m worth of stockOn the 26th of September, Geoffrey Burns sold around 110k shares on-market at roughly US$17.10 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$14m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Sep 30Now 20% undervaluedOver the last 90 days, the stock has risen 2.3% to US$16.18. The fair value is estimated to be US$20.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.
Seeking Alpha • Sep 23Triple Flag: One Of The Best Silver Exposures In The Royalty And Streaming BusinessSummary 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
공고 • Aug 09Triple Flag Precious Metals Corp. Declares Quarterly Cash Dividend, Payable on September 16, 2024Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.055 per common share to be paid on September 16, 2024, to the shareholders of record at the close of business on August 30, 2024.
공고 • Jul 23+ 1 more updateTriple Flag Precious Metals Corp. Announces CEO ChangesTriple Flag Precious Metals Corp. announced that Sheldon Vanderkooy will succeed Shaun Usmar as Chief Executive Officer, effective upon the departure of Mr. Usmar, who is stepping down to assume a new leadership role with a major diversified mining company. Mr. Usmar will work closely with Mr. Vanderkooy to ensure a seamless transition, anticipated to be finalized in the fourth quarter of 2024. Mr. Vanderkooy, a founding member of the Triple Flag team since its inception in 2016, has played a pivotal role in the Company's growth trajectory over the past eight years. As a key member of the senior management team, he has been an integral part of building Triple Flag, starting with first investment, the Cerro Lindo silver stream. As Chief Financial Officer since 2019, he was instrumental in delivering successful US$264 million initial public offering in 2021. His extensive background includes executive roles with First Quantum Minerals and Inmet Mining, following a partnership at a leading Canadian law firm specializing in mining M&A and financing transactions. With more than 25 years of experience in the mining sector, Mr. Vanderkooy brings a wealth of strategic insight and leadership to his new position.
공고 • Jul 12Triple Flag Precious Metals Corp. to Report Q2, 2024 Results on Aug 07, 2024Triple Flag Precious Metals Corp. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2024
Seeking Alpha • May 15Triple Flag Precious Metals: A Golden Start To 2024Summary 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
공고 • May 08Triple Flag Precious Metals Corp. Declares Second Quarter 2024 Dividend, Payable on June 14, 2024Triple Flag Precious Metals Corp. announced that its Board of Directors has approved the declaration of a cash dividend of USD 0.0525 per common share to be paid on June 14, 2024, to the shareholders of record at the close of business on May 31, 2024.
공고 • Apr 09+ 1 more updateTriple Flag Precious Metals Corp. Provides Sales Guidance for the Year 2024Triple Flag Precious Metals Corp. provided sales guidance for the year 2024. The company well on track to deliver 2024 GEOs sales guidance of 105,000 to b115,000 ounces.
Seeking Alpha • Feb 28Triple Flag: Too Cheap To IgnoreSummary 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
공고 • Feb 23Triple Flag Precious Metals Corp., Annual General Meeting, May 08, 2024Triple Flag Precious Metals Corp., Annual General Meeting, May 08, 2024.
공고 • Feb 22+ 1 more updateTriple Flag Precious Metals Corp. Provides Sales Guidance for the Full Year 2024Triple Flag Precious Metals Corp. provided sales guidance for the full year 2024. In 2024, the company expects attributable royalty revenue and stream sales of 105,000 to 115,000 Gold Equivalent Ounces (‘GEOs’).
Seeking Alpha • Feb 01Triple 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
공고 • Jan 18Triple Flag Precious Metals Corp. to Report Q4, 2023 Results on Feb 21, 2024Triple Flag Precious Metals Corp. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
Seeking Alpha • Nov 30Triple Flag: Strong Uptrend With Bullish Gold AheadSummary 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