Triple Flag Prec Stock Price, News & Analysis

Triple Flag Precious Metals (NYSE:TFPM) reported record Q2 2025 revenue of $94.1 million, driven by sales of 28,682 gold equivalent ounces (GEOs). The strong performance was particularly attributed to record results from Northparkes operations.

The company maintains its 2025 GEOs guidance of 105,000 to 115,000 ounces. Additionally, Triple Flag is finalizing the acquisition of a 1.0% NSR royalty on AngloGold Ashanti's Arthur gold project in Nevada, which is expected to contribute significantly to future GEOs growth.

Q2 2025 metal sales breakdown included 19,378 gold GEOs generating $63.6 million and 9,304 silver GEOs contributing $30.5 million in revenue.

Triple Flag Precious Metals Corp. (TSX: TFPM, NYSE: TFPM) announced the results of its Annual Meeting of Shareholders held on May 7, 2025. All nine nominated directors were successfully elected with strong shareholder support, with approval rates ranging from 96.60% to 99.98%. The elected directors include Dawn Whittaker, Susan Allen, Peter O'Hagan, Tim Baker, Geoff Burns, Mark Cicirelli, Blake Rhodes, Sheldon Vanderkooy, and Elizabeth Wademan.

Shareholders also approved the appointment of PricewaterhouseCoopers LLP as the Company's auditor and supported the \"Say-on-Pay\" advisory resolution on executive compensation. Detailed information about these resolutions was provided in the Company's Management Information Circular dated March 25, 2025.

Triple Flag Precious Metals (TFPM) reported strong Q1 2025 results with record operating cash flow. The company achieved revenue of $82.2M (up from $57.5M in Q1 2024) and sold 28,761 Gold Equivalent Ounces (GEOs). Net earnings increased to $45.5M ($0.23 per share) from $17.4M ($0.09 per share) year-over-year. The company maintained its 2025 guidance of 105,000-115,000 GEOs and 2029 outlook of 135,000-145,000 GEOs. Triple Flag declared a quarterly dividend of $0.055 per share and continued its share buyback program. Notable acquisitions include the Expanded Silicon NSR royalty through Orogen Royalties acquisition, precious metals streams on Arcata and Azuca mines, and a lithium royalty on Tres Quebradas. The company achieved top ESG risk rating by Sustainalytics.

Triple Flag Precious Metals (TSX/NYSE: TFPM) has announced a quarterly dividend payment for Q2 2025. The company will distribute a cash dividend of $0.055 per common share to shareholders. The dividend will be paid on June 16, 2025, to shareholders of record as of the close of business on May 30, 2025.

Triple Flag Precious Metals (TSX: TFPM, NYSE: TFPM) has secured amendments to its undrawn revolving credit facility, expanding it to $700 million with an additional uncommitted accordion of up to $300 million, totaling $1 billion in available liquidity. This marks an increase from the previous facility of $500 million with a $200 million accordion.

The amended facility features improved terms, including reduced interest rate spreads of SOFR plus 1.45% to 2.75% per annum, with the lower end decreased by 30 basis points. The facility has a four-year term, maturing in April 2029. The syndicate includes major banks such as National Bank of Canada, Bank of Nova Scotia, and Canadian Imperial Bank of Commerce as joint leaders.

Triple Flag Precious Metals (TSX/NYSE: TFPM) has announced a definitive agreement to acquire Orogen Royalties in a transaction valued at approximately C$421 million (C$2.00 per share). The deal structure includes C$171.5M in cash, C$171.5M in Triple Flag shares, and shares in a new company (Orogen Spinco) valued at C$78M.

The key asset being acquired is a 1.0% NSR royalty on the Expanded Silicon gold project in Nevada, operated by AngloGold Ashanti. The project represents North America's largest new gold discovery, with current resources including 12.1M ounces at Merlin and 4.2M ounces at Silicon.

Orogen shareholders will receive either C$1.63 in cash or 0.05355 Triple Flag shares per Orogen share, plus 0.25 shares in Orogen Spinco. The deal represents a 38% premium based on closing prices as of April 17, 2025. Triple Flag will separately invest C$10M in Orogen Spinco for an 11% stake.

Triple Flag Precious Metals (TSX: TFPM, NYSE: TFPM) reported record revenue of US$82.2 million in Q1 2025, derived from sales of 28,761 gold equivalent ounces (GEOs). The quarterly performance breakdown shows 21,944 GEOs of gold sales generating $62.7 million and 6,817 GEOs of silver contributing $19.5 million.

The company remains on track to meet its 2025 GEOs guidance of 105,000 to 115,000 ounces. CEO Sheldon Vanderkooy highlighted the completion of acquisitions in the Arcata, Azuca, and Tres Quebradas assets, which are expected to provide near-term cash flow from long-life operations in the Americas with significant exploration potential.

Triple Flag Precious Metals (TSX: TFPM, NYSE: TFPM) has acquired 5% silver and gold streams on the Arcata and Azuca mines in Peru from Sierra Sun Precious Metals for $35 million. Key highlights:

The streams include ongoing payments of 10% of spot prices for delivered ounces, with no step-downs. The mines are expected to have a minimum 10-year life, targeting 5-6 thousand GEOs annually by 2028. Arcata, the core value driver, is set to restart production in H2 2025, while Azuca is expected to begin by end-2029.

Resource estimates as of December 2023:

• Arcata: 2.14M tonnes Measured & Indicated at 523 g/t AgEq (35.9M oz AgEq), plus 3.53M tonnes Inferred at 465 g/t AgEq (52.8M oz AgEq)
• Azuca: 7.05M tonnes Measured & Indicated at 246 g/t AgEq (55.7M oz AgEq), plus 6.95M tonnes Inferred at 237 g/t AgEq (52.9M oz AgEq)

Triple Flag Precious Metals announced record results for 2024, marking its 8th consecutive year of record GEOs and driving a nearly 40% year-over-year increase in operating cash flow per share. The company delivered in the upper half of its GEOs guidance for 2024.

Key highlights include the agreement to acquire the Tres Quebradas royalty for $28 million, providing exposure to a large lithium project operated by Zijin. The company maintains a strong organic growth profile targeting 135,000 to 145,000 GEOs in 2029, supported by a progressive dividend policy and nearly $740 million in available liquidity for new deals.

For 2025, Triple Flag expects stream sales and royalty revenue of 105,000 to 115,000 GEOs. The company renewed its normal course issuer bid, authorizing the purchase of up to 10,071,642 common shares. Triple Flag also achieved the top ESG Risk Rating by Sustainalytics within the precious metals industry, ranking 39th out of more than 15,000 companies globally.