Added to YB: 2025-06-19
Pitch date: 2025-04-29
TFPM [bullish]
Triple Flag Precious Metals Corp.
+73.45%
current return
Author Info
No bio for this author
Company Info
Triple Flag Precious Metals Corp., a precious metals streaming and royalty company, engages in acquiring and managing precious metals, streams, royalties, and other mineral interests in Australia, Canada, Colombia, Cote d’Ivoire, Honduras, Mexico, Mongolia, Peru, South Africa, and the United States.
Market Cap
CAD 6.2B
Pitch Price
CAD 27.49
Price Target
N/A
Dividend
0.76%
EV/EBITDA
22.87
P/E
29.77
EV/Sales
18.03
Sector
Metals and Mining
Category
growth
Triple Flag Precious Metals Corp. - $TFPM
TFPM: Gold royalty company (93% gold/silver) with low-risk model avoiding mining costs. 4.1B market cap, strong margins (76.2% EBITDA). Elliott owns 67%. Upside from: rising gold prices ($3200-6000 forecast), production growth to 135-145k GEOs by 2029, potential re-rating to top-tier royalty multiple. Risks: mine concentration (50% from 2 mines), political exposure.
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