Summary of Triple Flag Precious Metals Conference Call Company Overview - **Company Name**: Triple Flag Precious Metals (NYSE: TFPM) - **Market Capitalization**: Approximately $7.6 billion, recently around $8 billion due to performance [2] - **Business Model**: Precious metals streaming and royalty company with over 230 royalties and streams [1] Key Financial Metrics - **Production Guidance**: Expected to produce 95,000-105,000 ounces in 2026, with a long-term target of 140,000-150,000 ounces by 2030 [2][3] - **Dividend Growth**: Initial dividend of $0.19 per share in 2021, increased to $0.23 per share; cash flow distribution to shareholders expected to decrease from over 20% in 2021 to less than 10% [4] - **Cash Position**: Over $70 million in cash at year-end, with $1 billion in available credit [5] Portfolio and Asset Overview - **Asset Count**: Portfolio consists of 239 assets, all sourced by the management team since 2016 [3] - **Key Assets**: - **Northparkes**: Major asset with a 25% weighting in the portfolio; a copper mine with gold by-product, operated by Evolution Mining [6] - **Geographic Focus**: High concentration in Australia, followed by North America and Latin America [7][8] Market Insights - **Gold as a Monetary Asset**: Emphasis on gold's strength compared to the US dollar; significant US dollar debt of $39 trillion [10] - **Investment Philosophy**: Focus on generating cash flow and reinvesting into further streams and royalties to create shareholder value [11] Growth Catalysts - **Future Projects**: Exciting growth assets expected to contribute beyond 2030, including the Arturo Project and Kemess [19][31] - **Northparkes Developments**: Approval of E22 block cave and potential capacity increase from 7.6 million tons per annum to over 10 million tons [24][26] - **E44 Deposit**: New gold-only deposit identified at Northparkes, with a revenue-sharing agreement that benefits both Triple Flag and Evolution [27][30] Recent Developments - **Talon Metals and Tamarack Project**: Positive developments in the Tamarack nickel project, with involvement from the Lundin Group [36][37] - **Deal Structuring in Rising Metals Price Environment**: No significant changes in deal terms; negotiations remain specific and tailored to individual circumstances [38][39] Conclusion - **Long-term Strategy**: Triple Flag aims to continue generating cash flow and reinvesting in high-quality assets to drive shareholder value, with a strong focus on gold and silver exposure [34]

First, Hope Bay is located in Northern Canada and Agnico has stated that it is progressing towards a construction decision, which is expected in May 2026. Second, Centerra released a positive PEA on Kemess, targeting potential production in 2031. Kemess is located in British Columbia. Third is the Arthur project in Nevada; AngloGold is expected to imminently release a pre-feasibility study, which I am quite eager to see. Last and most significantly is our flagship asset, Northparks, located in Australia and ...

Triple Flag Precious Metals (NYSE:TFPM) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsCosmos Chiu - Executive Director of Precious Metals Equity ResearchEban Bari - CFOJames Dendle - COOSheldon Vanderkooy - CEOConference Call ParticipantsBrian MacArthur - Managing Director and Equity AnalystTanya Jakusconek - Managing Director and Senior Equity AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this t ...

Triple Flag Precious Metals (NYSE:TFPM) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsCosmos Chiu - Executive Director of Precious Metals Equity ResearchEban Bari - CFOJames Dendle - COOSheldon Vanderkooy - CEOConference Call ParticipantsBrian MacArthur - Managing Director and Equity AnalystTanya Jakusconek - Managing Director and Senior Equity AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this t ...

Triple Flag Precious Metals (NYSE:TFPM) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Speaker4Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the Triple Flag Precious Metals Fourth Quarter 2025 conference call. All lines have you please on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question d ...

2025 RESULTS RECORD PER SHARE GROWTH February 19, 2026 TSX TFPM | NYSE TFPM February 2026 TRIPLE FLAG PRECIOUS METALS TRIPLE FLAG PRECIOUS METALS CAUTIONARY STATEMENTS This presentation does not constitute an offer to sell or a solicitation of an offer to purchase any security in any jurisdiction Cautionary Note Regarding Forward-Looking Information and Statements: This presentation contains "forward-looking information" within the meaning of applicable Canadian securities laws and "forward-looking statemen ...

Core Viewpoint - Triple Flag Precious Metals Corp. reported its fourth quarter and full year results for 2025, highlighting a milestone year with record GEOs performance and announcing a dividend of US$0.0575 per common share to be paid on March 16, 2026 [1] Financial Performance - The company achieved record GEOs performance in 2025, indicating strong operational results [1] - The declared dividend of US$0.0575 per common share reflects the company's commitment to returning value to shareholders [1]

Core Viewpoint - Triple Flag Precious Metals Corp. has declared a cash dividend of US$0.0575 per common share, reflecting the company's commitment to returning value to its shareholders [1]. Company Summary - Triple Flag Precious Metals Corp. operates as a precious metals streaming and royalty company, providing investors with exposure to precious metals [1]. - The dividend will be paid on March 16, 2026, to shareholders of record as of March 2, 2026 [1].

We recently published an article titled 10 Best Low Volatility Canadian Stocks to Buy. On February 10, Stifel raised its price target on Triple Flag Precious Metals Corp. (NYSE:TFPM) to C$65 from C$58 while maintaining a Buy rating, signaling confidence in the company’s growth trajectory and portfolio strength. The company continues to reinforce its position as a leading gold and silver streaming company through disciplined capital deployment and long-term asset expansion. The same day, Triple Flag anno ...

Core Viewpoint - Investors interested in mining and gold stocks should consider Iamgold (IAG) as a potentially undervalued option compared to Triple Flag Precious Metals (TFPM) [1] Valuation Metrics - IAG has a Zacks Rank of 2 (Buy), indicating stronger earnings estimate revision activity compared to TFPM, which has a Zacks Rank of 3 (Hold) [3] - IAG's forward P/E ratio is 10.38, significantly lower than TFPM's forward P/E of 27.86, suggesting IAG may be undervalued [5] - IAG has a PEG ratio of 0.26, while TFPM's PEG ratio is 1.00, indicating IAG's expected earnings growth is more favorable [5] - IAG's P/B ratio is 3.61, compared to TFPM's P/B of 3.89, further supporting IAG's valuation attractiveness [6] Value Grades - Based on various valuation metrics, IAG holds a Value grade of B, while TFPM has a Value grade of D, indicating IAG is currently the superior option for value investors [6][7]