$TFPM

Royalty streamers like Wheaton Precious Metals (WPM) and Franco-Nevada (FNV) are outperforming traditional gold producers due to higher cash margins. WPM closed a $4.3B deal and returned 510% over a decade. FNV, debt-free with $4.3B available, raised its dividend for 19 straight years. Gold prices hit $4,439/oz, benefiting these companies' models.

Triple Flag Precious Metals (TFPM) reported Q2 2026 revenue of $129.2M (up from $94.1M) and adjusted EBITDA of $117.2M. Operating cash flow per share rose to $0.54. GEO sales were 28,674 ounces. 2026 GEO guidance is 100,000 to 110,000 ounces. The company also announced a $440M Ravenswood gold stream deal, a $0.24 annual dividend, and $20M buybacks.

Triple Flag Precious Metals (NYSE:TFPM) Q2 call highlights include revised annual guidance with Ravenswood contributions in the upper half, and annual rather than quarterly guidance. The company settled disputes with Steppe Gold, receiving arrears and guaranteed gold deliveries for 10 years. TFPM raised its annual dividend to $0.24/share (+4%), repurchased $20M shares, and ended the quarter with $1.1B liquidity.

Triple Flag Precious Metals Corp. (TFPM) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Toronto, August 5, 2026 Triple Flag Announces Strong Q2 2026 Results and Increases Quarterly Dividend for the 5 th Consecutive Year Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX: TFPM, NYSE: TFPM) announced strong resu

A 13F by Elliott Investment Management, attributed to Paul Singer, lists five US long positions as of March 31, 2026. The article cites results and analyst views for TFPM, SU, PSX, LUV, and HPE, including TFPM up 90.1% since the filing, PSX above a $198 target, and HPE Q2 FY26 revenue up 40% with raised EPS guidance.

Triple Flag Precious Metals Corp. (TSX: TFPM, NYSE: TFPM) reported Q2 2026 revenue of US$129.2 million from 28,674 GEOs sold, with preliminary cost of sales (excluding depletion) of about $25 million. The company said it completed a $440 million Ravenswood gold stream acquisition and repurchased $20 million of shares, and raised 2026 GEO guidance to 100,000 to 110,000 ounces.

Triple Flag Precious Metals said its subsidiary will buy a gold stream on the producing Ravenswood Gold Mine in Queensland for US$440 million upfront. The stream gives Triple Flag the right to purchase 5.50% of payable gold, stepping down after specified delivery thresholds. First delivery is expected in Q3 2026, and the company raised its 2030 outlook to 150,000–160,000 GEOs from 140,000–150,000.

Scotiabank analyst Tanya Jakusconek said gold equities look attractively valued versus historical levels on metrics including FCF yield, EV/EBITDA, P/CF and P/NAV, naming operators such as BTO, SSRM, EDV, EGO, CGAU, HMMC and OGC (2027-28) and streamers RGLD and TFPM. Wells Fargo warned of potential severe oil shocks if the Strait of Hormuz stays closed, rating VLO, MPC, DK and PSX Overweight and COP and OXY top picks. RBC’s Maurice Choy reported selective investor interest at its power conferenc

Triple Flag Precious Metals (NYSE: TFPM) declared a quarterly dividend of $0.0575 per share, with shareholders of record on June 1 and payment on June 15. The company said the dividend implies ~0.7% yield and an annualized payout of $0.23. Analysts expect 2025 EPS of $1.44. TFPM reported Q1 EPS of $0.45 vs $0.43 consensus on May 5.

Triple Flag Precious Metals Corp. (TSX: TFPM) celebrated its 5th anniversary of being listed on the TSX by opening the market. The company, a precious metals streaming and royalty firm, offers investors exposure to gold and silver through 240 assets, including 34 producing mines. Triple Flag is listed on both the Toronto Stock Exchange and New York Stock Exchange under the ticker "TFPM".