Triple Flag Precious Metals Corp.

NYSE:TFPM 주식 리포트

시가총액: US$6.5b

Triple Flag Precious Metals 경영진

경영진 기준 점검 2/4

Triple Flag Precious Metals CEO는 Sheldon Vanderkooy, Sep2024 에 임명되었습니다 의 임기는 1.83 년입니다. 총 연간 보상은 $2.91M, 18.4% 급여 및 81.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $37.31M 가치에 해당하는 회사 주식의 0.57% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.8 년과 3.5 년입니다.

핵심 정보

Sheldon Vanderkooy

최고경영자

US$2.9m

총 보수

CEO 급여 비율18.44%
CEO 재임 기간1.8yrs
CEO 지분 보유율0.6%
경영진 평균 재임 기간1.8yrs
이사회 평균 재임 기간3.5yrs

최근 경영진 업데이트

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 보수 분석

Sheldon Vanderkooy의 보수는 Triple Flag Precious Metals의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Sheldon의 총 보수(USD2.91M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.35M)보다 낮습니다.

보상과 수익: Sheldon의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Sheldon Vanderkooy (52 yo)

1.8yrs
재임 기간
US$2,909,181
보수

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...


리더십 팀

이름직위재임 기간보수지분
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$1.35m데이터 없음
David Lee
Vice President of Investor Relationsno data데이터 없음데이터 없음
Andrew McLarty
Vice President of Corporate Developmentno data데이터 없음0.14%
$ 8.9m
Magda Augustyniak
Senior Manager of Human Resourcesless than a year데이터 없음데이터 없음
Leshan Daniel
Managing Director of Financeno data데이터 없음0.029%
$ 1.9m
Rob Goddard
Director of Geology1.5yrs데이터 없음데이터 없음
Steve Bristo
Director of Corporate Development & Researchno data데이터 없음데이터 없음
1.8yrs
평균 재임 기간
46yo
평균 나이

경험이 풍부한 관리: TFPM의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.8 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Sheldon Vanderkooy
CEO & Director1.8yrsUS$2.91m0.57%
$ 37.3m
Geoffrey Burns
Independent Director3.5yrsUS$200.00k0.73%
$ 47.5m
Mark Cicirelli
Non-Independent Director6.8yrs데이터 없음데이터 없음
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 year데이터 없음0.0011%
$ 73.3k
Elizabeth Wademan
Independent Director3.4yrsUS$200.00k데이터 없음
Susan Allen
Independent Director5.2yrsUS$225.00k0.015%
$ 988.0k
Christopher McCleave
Independent Directorless than a year데이터 없음데이터 없음
3.5yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 이사회: TFPM의 이사회경험이 있음으로 간주됩니다(평균 재임 3.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/06 22:53
종가2026/07/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Triple Flag Precious Metals Corp.는 15명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rene CartierBMO Capital Markets Equity Research
Brian QuastBMO Capital Markets Equity Research
Lawson WinderBofA Global Research