业绩总结 - 2024年第二季度实现27,192金当量盎司(GEOs)，预计2024年指导目标为105-115千盎司[13] - 收入为63,581万美元，同比增长21%[15] - 调整后EBITDA为52,961万美元，同比增长26%[15] - 营业现金流为49,357万美元，同比增长25%[15] - 2024年第二季度净亏损为111,437万美元，较去年同期的16,034万美元下降[15] - 每股收益(EPS)为-0.55美元，去年同期为0.08美元[15] - 2024年第二季度的毛利率为61%，而2023年同期为51%[51] - 2024年上半年经营现金流为88,232万美元，较2023年上半年的79,744万美元增长10%[49] 用户数据 - 2024年第二季度的平均黄金价格为每盎司2,338美元，较2023年同期的1,976美元增长18.3%[47] - 2024年第二季度的黄金当量盎司（GEOs）为27,192，较2023年同期的26,616增长2.2%[47] - 2024年Agbaou和Bonikro的黄金流的前期存款为53百万美元，黄金流率为3%[29] 未来展望 - 预计2028年黄金当量产量为135-145千盎司[36] - 2024年Agbaou的勘探支出为16.5百万美元，计划进行大规模勘探[32] - 2024年预计GEOs为135-145千盎司[18] 新产品和新技术研发 - 新增Tamarack的特许权使用费投资800万美元，Agbaou和Bonikro矿的新黄金流为5300万美元[13] 负面信息 - 2024年第二季度的减值费用和预期信用损失为141,771万美元，2023年同期为零[50] - 2024年第二季度净亏损为111,437万美元，而2023年同期净收益为16,034万美元[48] 其他新策略和有价值的信息 - 资产利润率为92%，较去年同期的91%略有上升[15] - 分红增加5%，至每股0.22美元，连续第三年增加[13] - 公司管理层和董事会的内部持股约为1亿美金，显示出管理层与股东的利益一致性[36] - 2024年第二季度的自由现金流为49,357万美元，较2023年同期的40,875万美元增长20%[49]

The price trend for Triple Flag Precious Metals (TFPM) has been bearish lately and the stock has lost 5.9% over the past two weeks. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support. The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the ...

The mean estimate comprises 11 short-term price targets with a standard deviation of $4.84. While the lowest estimate of $17.03 indicates a 10.3% increase from the current price level, the most optimistic analyst expects the stock to surge 120.2% to reach $34. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts. However, an impressive consensus price target is not the on ...

Triple Flag Precious Metals (TFPM) closed the last trading session at $15.65, gaining 1.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $20.24 indicates a 29.3% upside potential. While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decis ...

May 8, 2024 CAUTIONARY STATEMENTS Cautionary Note Regarding Forward-Looking Information and Statements: The forward-looking information included in this presentation is based on our opinions, estimates and assumptions in light of our experience and perception of historical trends, current conditions and expected future developments, as well as other factors that we currently believe are appropriate and reasonable in the circumstances. The forward-looking information contained in this presentation is also ba ...

财务数据和关键指标变化 - 公司在第一季度创下了新的季度黄金等价盎司销售纪录,销售约28,000盎司,实现了4,800万美元的EBITDA [4] - 公司的营业现金流在扣除营运资金和税收之前同比增长超过22% [9] - 公司在第一季度的黄金价格平均为2,070美元/盎司,创下季度纪录,而在第二季度迄今平均价格已超过2,300美元/盎司 [10] 各条业务线数据和关键指标变化 - 公司的旗舰资产Northparkes在第一季度的黄金等价盎司销售同比增长近90% [4][16] - Northparkes在2024年至2025年将继续交付高品位矿石,并期待在第二季度完成E22地下矿体的可行性研究 [4][16][24][25] - 公司从Kensington NSR royalty在第一季度获得了首次收入 [5][17][18] 各个市场数据和关键指标变化 - 公司98%的收入来自贵金属,其中34%来自白银,在当前有利的贵金属价格环境下表现出色 [13] - 公司的资产组合主要集中在澳大利亚和美洲等矿业友好的管辖区 [14] 公司战略和发展方向及行业竞争 - 公司正积极寻求收购机会,目前的交易管线是公司成立以来最为活跃的 [29][30][31][70][71] - 公司不会参与复杂的混合融资交易,而是专注于纯粹的流向交易 [98][99] - 公司将继续审慎评估Pumpkin Hollow项目的未来,但不会提供额外资金支持 [86][87][88][114][115] 管理层对经营环境和未来前景的评论 - 公司预计2024年将实现第8个连续的年度黄金等价盎司销售纪录 [19][20] - 公司拥有约6.7亿美元的可用流动性,以及32个正在生产的资产,使其能够从当前有利的金属价格环境中获益 [21] 问答环节重要的提问和回答 问题1 **Cosmos Chiu 提问** 询问Northparkes资产的E22地下矿体可行性研究的预期和后续步骤 [24][25] **Shaun Usmar 回答** 将推迟对E22地下矿体可行性研究的具体预期,因为这是Evolution Mining的研究,不适合公司过多评论。但预计Evolution将继续专注于整合业务,完成研究并稳定交付 [25][26][27] 问题2 **Greg Barnes 提问** 询问Northparkes资产2024年剩余时间的产品组合和关键指标变化 [43][44][45][46][47][48][49][50][51][52] **James Lill 和 Shaun Usmar 回答** Northparkes的高品位矿石将持续到2025年,之后E22地下矿体将成为新的高品位矿源 [45][46][47][48][49][50][51][52] 问题3 **Tanya Jakusconek 提问** 询问除Northparkes外,是否还有其他资产在2024年下半年有更强劲的表现 [61][62] **Shaun Usmar 回答** Northparkes是2024年公司表现更强劲的主要资产,其他资产的表现相对平稳,但公司的小型资产组合也可能带来一些增长 [62][63]

Exhibit 99.2 Unaudited Condensed Interim Consolidated Financial Statements of Triple Flag Precious Metals Corp. For the three months ended March 31, 2024 (Expressed in United States Dollars) Triple Flag Precious Metals Corp. Condensed Interim Consolidated Balance Sheets | --- | --- | --- | |-----------------------------|-----------------|--------------------| | | As at March 31, | As at December 31, | | ($US thousands) (Unaudited) | 2024 | 2023 | ASSETS | --- | --- | --- | |--------------------------------- ...

ANNUAL REPORT 2022 ANNUAL REPORT TRIPLE FLAG PRECIOUS METALS 20 23 TABLE OF CONTENTS 1 Letter from the CEO 3 Vision, Mission and Strategy 4 Financial Highlights 6 Year in Review: Sustainability at Triple Flag 8 Our Asset Portfolio 10 Our Team 12 Board of Directors 14 Financial Report TRIPLE FLAG 2023 ANNUAL REPORT 1 LETTER FROM THE CEO Dear fellow shareholders, I am pleased to share our annual report and year-end review for 2023 – another successful year for Triple Flag Precious Metals, which has now achiev ...

Exhibit 99.1 Management Proxy Circular Triple Flag Precious Metals Corp. Annual Meeting of Shareholders May 8, 2024 This document contains: Notice of Annual Meeting of Shareholders Management Proxy Circular LETTER FROM THE CHAIR It gives me great pleasure to look back and reflect on what Triple Flag has accomplished in 2023. Triple Flag's track record of growth and performance in 2023 was highlighted by the closing of the Maverix Metals acquisition followed by the successful integration of that business. Th ...

Triple Flag Precious Metals Corp. (NYSE:TFPM) Q4 2023 Earnings Conference Call February 22, 2024 9:00 AM ET Company Participants Shaun Usmar - CEO Sheldon Vanderkooy - CFO James Dendle - SVP of Corporate Development Conference Call Participants Cosmos Chiu - CIBC Capital Markets Tanya Jakusconek - Scotiabank Operator Ladies and gentlemen, good morning. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Triple Flag Fourth Quarter and Full Y ...