Ich denke, Triple Flag Precious Metals Corp. TFPM hat mittlerweile einen eigenen Faden verdient.

Letzte Präsentation (Juli 2024):

https://s29.q4cdn.com/841442677/files/doc_presentations/2024/Jul/25/tfpm-corporate-presentation-07-25-24.pdf

Triple Flag Announces Q2 2024 Results, Management Appointments and 2028 GEOs Outlook

Triple Flag Announces Q2 2024 Results, Management Appointments and 2028 GEOs Outlook, by @businesswire

Triple Flag Announces Q2 2024 Results, Management Appointments and 2028 GEOs Outlook' by @businesswire

ceo.ca

Triple Flag Increases Quarterly Dividend by 5%

Triple Flag Increases Quarterly Dividend by 5%, by @businesswire

Triple Flag Increases Quarterly Dividend by 5%' by @businesswire

ceo.ca

Triple Flag to Acquire 3% Gold Streams on Allied Gold Corp.’s Agbaou and Bonikro Mines

Triple Flag to Acquire 3% Gold Streams on Allied Gold Corp.’s Agbaou and Bonikro Mines, by @businesswire

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240807780240/en/

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https://seekingalpha.com/article/4712285-triple-flag-precious-metals-corp-tfpm-q2-2024-earnings-call-transcript

Zitat von Sorgenfrei

https://seekingalpha.com/artic…-earnings-call-transcript

Interactive Analyst Center ™

Aufnahme in den S&P/TSX Composite Index ab Montag, 23.09.2024

https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20240906-1474139/1474139_2024-09-06compositereview-pr.pdf

Triple Flag Announces Record Q3 2024 Revenue and GEOs

https://www.businesswire.com/news/home/20241010105100/en/

TORONTO--(BUSINESS WIRE)--Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX: TFPM, NYSE: TFPM) announced record revenue of US$73.7 million for the third quarter of 2024 from record quarterly metal sales of 29,773 gold equivalent ounces¹ (“GEOs”). All dollar amounts are expressed in US dollars, unless otherwise noted.

“With another strong quarter of sales, including from Northparkes, Cerro Lindo and our new streams with Allied Gold, Triple Flag is well positioned to continue delivering per share growth. The Company remains on track to deliver on our 2024 GEOs sales guidance of 105,000 to 115,000 ounces, as we continue to advance an active deal pipeline,” commented Sheldon Vanderkooy, CEO.

Preliminary Q3 2024 GEOs Sold and Revenue

On August 14, 2024, Triple Flag completed the previously announced acquisition of 3% gold streams on Agbaou and Bonikro from Allied Gold Corporation (the “Allied Streams”). Under the terms of the Allied Streams, Triple Flag was entitled to metal deliveries based on production after January 1, 2024. The metal delivered from the pre-closing period of January 1, 2024, to August 14, 2024, (the “Initial Allied Ounces”) were sold at the prevailing market price, while the cost of sales attributed to these ounces sold were also recorded at the same prevailing market price, to reflect the accounting treatment of these Initial Allied Ounces as a reduction of the stream purchase price. Accordingly, preliminary cost of sales excluding depletion² for the three months ended September 30, 2024, was approximately $15.5 million.

Wheaton Precious Metals Announces the Acquisition of a Gold Stream from Montage Gold's Koné Gold Project, by @newswire

VANCOUVER, BC, Oct. 23, 2024 /CNW/ - Wheaton Precious Metals™ Corp. ("Wheaton" or the "Company") is pleased to announce that…

ceo.ca

Für TFPM sind die Nachrichten über Montage Gold ebenfalls positiv, da das Unternehmen eine beträchtliche Lizenzgebühr für das Projekt erhält. Je schneller es also gebaut wird, desto eher setzt die nächste Wachstumsphase ein (7,6k+ GEOs/Jahr für TFPM oder 6% Wachstum).

Triple Flag to Acquire a Royalty on Tres Quebradas

https://www.businesswire.com/news/home/20241219420851/en/

Triple Flag Delivers Record GEOs Sales for the Eighth Consecutive Year and Achieves Upper Half of 2024 GEOs Sales Guidance

January 15, 2025 06:59 AM Eastern Standard Time

TORONTO--(BUSINESS WIRE)--Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX: TFPM, NYSE: TFPM) announced quarterly revenue of US$74.2 million for the fourth quarter of 2024 and annual revenue of US$269.0 million for full year 2024. These results represent metal sales of 27,864 gold equivalent ounces¹ (“GEOs”) for the fourth quarter of 2024 and 112,623 GEOs for full year 2024, within the upper half of guidance. All dollar amounts are expressed in US dollars.

“Triple Flag has achieved an eighth consecutive annual GEOs sales record, representing a compound annual growth rate of approximately 20% since 2017,” commented Sheldon Vanderkooy, CEO. “We have achieved the upper half of GEOs sales guidance for 2024, driven by higher gold grades at Northparkes and strong silver deliveries from Cerro Lindo, while key growth projects reached major milestones towards the path to production including Koné, Eskay Creek and Hope Bay. I am exceptionally pleased that Triple Flag increased its revenues in 2024 by over 30% year-over-year while reducing its issued and outstanding shares, driving higher value per share. Triple Flag’s shareholders are benefiting from record GEOs as well as record gold and silver prices. Triple Flag remains well-positioned to continue creating shareholder value in 2025 and beyond.”

https://www.businesswire.com/news/home/20250115005376/en/

Triple Flag Declares Q1 2025 Dividend

https://www.businesswire.com/news/home/20250219365053/en/

TORONTO--(BUSINESS WIRE)--Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX:TFPM, NYSE:TFPM) is pleased to announce that its Board of Directors has approved the declaration of a cash dividend of US$0.055 per common share to be paid on March 14, 2025, to the shareholders of record at the close of business on March 3, 2025.

Triple Flag Announces Record 2024 Results Driven by Strong Growth at Northparkes and Cerro Lindo

Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX: TFPM, NYSE: TFPM) announced its results for the fourth quarter and full year of 2024 and declared a dividend of US$0.055 per common share to be paid on March 14, 2025. All amounts are expressed in US dollars unless otherwise indicated.

“2024 marked Triple Flag’s 8th consecutive year of record GEOs, driving a nearly 40% year-over-year increase in operating cash flow per share,” stated Sheldon Vanderkooy, CEO. “We delivered in the upper half of our GEOs guidance for 2024 and reinvested our cash flows into accretive acquisitions to deliver compounding per share growth. We are also pleased to have entered into an agreement in December 2024 to acquire the Tres Quebradas royalty, gaining near-term cash flow exposure to a large, well-capitalized mining project operated by Zijin with a long life and significant exploration potential.”

“Our strong organic growth profile to 135,000 to 145,000 GEOs in 2029, progressive dividend, peer-leading insider ownership, as well as nearly $740 million in available liquidity for new deals should continue to drive shareholder value in the years to come.”

https://s29.q4cdn.com/841442677/files/doc_financials/2024/q4/2025-02-19-Triple-Flag-Announces-Record-2024-Results.pdf

Triple Flag Acquires Silver and Gold Streams on Arcata and Azuca

https://www.businesswire.com/news/home/20250303469837/en/

Key Terms and Transaction Highlights

• Precious metals streams with no step-downs in Peru. Triple Flag has the right to purchase 5% of payable silver and gold from each of the Arcata and Azuca mines (collectively, the “Streams”) for the life of the operations. There is no step-down in stream rates.
  - Triple Flag will make ongoing payments of 10% of the spot silver or gold price for each ounce delivered under the Streams.
  - The $35 million upfront deposit for the Streams was advanced on closing and the entirety of this upfront deposit will be used by Sierra Sun to restart Arcata, which is fully financed to commercial production, and advance Azuca.
  - Sierra Sun’s obligations under the Streams will be secured in favor of Triple Flag. Triple Flag will have a continuing security interest over the property, assets, and undertakings of Sierra Sun, including a mortgage over the mines.
  - Triple Flag and Sierra Sun will work together to identify social programs in the communities surrounding Arcata and Azuca to support with separate additional investment.

• Near-term cash flow with an established operator. The Streams are expected to have at least a 10-year mine life, with annual GEOs forecast to ramp up to approximately 5 to 6 thousand GEOs per year by 2028.
  - Arcata is the core value driver for the Streams and is fully permitted for restart. Sierra Sun intends to restart the Arcata underground operation in multiple phases to generate cash flow for an ongoing ramp-up to steady state. The operator expects Arcata to commence production in the second half of 2025. We have not included any GEOs from Arcata in our 2025 guidance.
  - Separately, we anticipate production from Azuca to start by the end of 2029.

https://www.businesswire.com/news/home/20250409196957/en/Triple-Flag-Announces-Record-Revenue-from-Strong-Q1-2025-GEOs

Triple Flag Precious Metals Corp. (with its subsidiaries, “Triple Flag” or the “Company”) (TSX: TFPM, NYSE: TFPM) announced record revenue of US$82.2 million for the first quarter of 2025 from quarterly metal sales of 28,761 gold equivalent ounces¹ (“GEOs”). All dollar amounts are expressed in US dollars, unless otherwise noted.

“Our business achieved record revenue to start the year. Triple Flag is on track to deliver 2025 GEOs guidance of 105,000 to 115,000 ounces,” commented Sheldon Vanderkooy, CEO. “We are also pleased to have completed our acquisitions on the Arcata, Azuca and Tres Quebradas assets, representing near-term cash flow from long-life operations located in the Americas with significant exploration potential. Triple Flag is well-positioned to deliver per share growth in the strong precious metals price environment.”