Buy Or Sell Opportunity • Aug 18
Now 20% undervalued after recent price drop Over 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 14
Chief Operating Officer recently sold US$794k worth of stock On 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 09
Second quarter dividend increased to US$0.06 Dividend 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. Announcement • Aug 07
Triple Flag Precious Metals Corp. Announces Quarterly Cash Dividend, Payable on September 15, 2026 Triple 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 06
New major risk - Earnings quality The 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. Announcement • Jul 09
Triple Flag Precious Metals Corp. to Report Q2, 2026 Results on Aug 05, 2026 Triple Flag Precious Metals Corp. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026 Buy Or Sell Opportunity • Jul 06
Now 22% undervalued after recent price drop Over 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 17
Now 22% undervalued after recent price drop Over 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. Upcoming Dividend • May 26
Upcoming dividend of US$0.058 per share Eligible 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 11
Now 23% overvalued Over 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 11
First quarter dividend of US$0.058 announced Shareholders 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 07
First quarter 2026 earnings: EPS exceeds analyst expectations First 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. Announcement • Apr 09
Triple Flag Precious Metals Corp. to Report Q1, 2026 Results on May 05, 2026 Triple Flag Precious Metals Corp. announced that they will report Q1, 2026 results After-Market on May 05, 2026 Recent Insider Transactions • Apr 07
CEO & Director recently sold US$855k worth of stock On 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 30
Independent Director recently sold US$3.2m worth of stock On 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 19
Now 23% undervalued after recent price drop Over 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 15
Price target increased by 7.3% to US$44.25 Up 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 01
Insufficient new directors There 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. Announcement • Feb 24
Triple Flag Precious Metals Corp., Annual General Meeting, May 06, 2026 Triple Flag Precious Metals Corp., Annual General Meeting, May 06, 2026. Declared Dividend • Feb 22
Fourth quarter dividend of US$0.058 announced Shareholders 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 20
Full year 2025 earnings: EPS exceeds analyst expectations Full 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. Price Target Changed • Jan 26
Price target increased by 12% to US$39.00 Up 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. Announcement • Jan 14
Triple Flag Precious Metals Corp. to Report Q4, 2025 Results on Feb 18, 2026 Triple Flag Precious Metals Corp. announced that they will report Q4, 2025 results After-Market on Feb 18, 2026 Recent Insider Transactions • Dec 22
CEO & Director recently sold US$1.7m worth of stock On 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 24
Upcoming dividend of US$0.058 per share Eligible 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 20
Now 20% undervalued Over 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 07
Third quarter dividend of US$0.058 announced Shareholders 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 06
Third 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. Announcement • Nov 05
Triple Flag Precious Metals Corp. Declares A Cash Dividend, Payable on December 15, 2025 Triple 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 24
Price target increased by 9.8% to US$33.67 Up 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 13
Now 23% overvalued after recent price rise Over 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. Price Target Changed • Oct 06
Price target increased by 12% to US$30.33 Up 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 03
Chief Operating Officer recently sold US$760k worth of stock On 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 26
Upcoming dividend of US$0.058 per share Eligible 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 10
Price target increased by 8.0% to US$27.00 Up 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 10
Second quarter dividend increased to US$0.058 Dividend 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 08
Second 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. Announcement • Aug 07
Triple Flag Precious Metals Corp. Declares Quarterly Cash Dividend, Payable on September 15, 2025 Triple 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. Announcement • Jul 09
Triple Flag Precious Metals Corp. to Report Q2, 2025 Results on Aug 06, 2025 Triple Flag Precious Metals Corp. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Buy Or Sell Opportunity • Jul 07
Now 22% overvalued after recent price rise Over 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 09
CEO & Director recently sold US$1.2m worth of stock On 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 05
Price target increased by 11% to US$24.50 Up 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 02
Now 23% overvalued after recent price rise Over 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 23
Upcoming dividend of US$0.055 per share Eligible 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 16
Insider recently sold US$300k worth of stock On 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 09
First quarter dividend of US$0.055 announced Shareholders 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 07
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First 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. Buy Or Sell Opportunity • May 05
Now 20% overvalued after recent price rise Over 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. Announcement • Apr 23
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. 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. Price Target Changed • Apr 07
Price target increased by 8.5% to US$21.33 Up 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 31
Now 20% undervalued Over 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 30
Independent Director recently sold US$392k worth of stock On 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 14
CEO & Director recently sold US$881k worth of stock On 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. Announcement • Feb 24
Triple Flag Precious Metals Corp., Annual General Meeting, May 07, 2025 Triple Flag Precious Metals Corp., Annual General Meeting, May 07, 2025. Declared Dividend • Feb 23
Fourth quarter dividend of US$0.055 announced Shareholders 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. Announcement • Feb 21
Triple Flag Precious Metals Corp. Provides Sales Guidance for the Year 2025 Triple 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 20
Full year 2024 earnings: EPS exceeds analyst expectations Full 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. Announcement • Feb 20
Triple Flag Precious Metals Corp Approves Cash Dividend for the First Quarter 2025, Payable on March 14, 2025 Triple 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. Announcement • Jan 15
Triple Flag Precious Metals Corp. to Report Q4, 2024 Results on Feb 19, 2025 Triple Flag Precious Metals Corp. announced that they will report Q4, 2024 results After-Market on Feb 19, 2025 Upcoming Dividend • Nov 23
Upcoming dividend of US$0.055 per share Eligible 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 08
Third quarter dividend of US$0.055 announced Shareholders 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 06
Third 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. Announcement • Nov 06
Triple Flag Precious Metals Corp. Declares Fourth Quarter 2024 Dividend, Payable on December 16, 2024 Triple 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. Announcement • Oct 10
Triple Flag Precious Metals Corp. to Report Q3, 2024 Results on Nov 05, 2024 Triple Flag Precious Metals Corp. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024 Recent Insider Transactions • Oct 02
Independent Director recently sold US$1.9m worth of stock On 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 30
Now 20% undervalued Over 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. Announcement • Aug 09
Triple Flag Precious Metals Corp. Declares Quarterly Cash Dividend, Payable on September 16, 2024 Triple 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. Announcement • Jul 12
Triple Flag Precious Metals Corp. to Report Q2, 2024 Results on Aug 07, 2024 Triple Flag Precious Metals Corp. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2024 Announcement • May 08
Triple Flag Precious Metals Corp. Declares Second Quarter 2024 Dividend, Payable on June 14, 2024 Triple 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. Announcement • Feb 23
Triple Flag Precious Metals Corp., Annual General Meeting, May 08, 2024 Triple Flag Precious Metals Corp., Annual General Meeting, May 08, 2024. Announcement • Jan 18
Triple Flag Precious Metals Corp. to Report Q4, 2023 Results on Feb 21, 2024 Triple Flag Precious Metals Corp. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024