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TFTFPM

Triple Flag Precious Metals Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 76% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (12 mentions/wk)
$TFPM·$6.8B·Other Precious Metals·Basic Materials
$33.14+0.8%YTD-1.9%1Y+19.0%
Price updated 10h ago·X counts updated 7d ago
TFTFPM
$TFPMTriple Flag Precious Metals Corp.
$33.14+0.82%12 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TFPM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

12X posts · last 7 days
Sep 1Sep 12

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TFPM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A precious-metals royalty streamer whose margins tell you what business model you are actually buying.

Triple Flag Precious Metals is a royalty and streaming company focused on precious-metals mines — buying long-dated future production streams from operators in exchange for upfront cash. It is one of the cleaner royalty vehicles in the space, and the underlying financials show why the streaming model gets a premium multiple.

  • Cash generation is unusually clean: gross margins sit near three-quarters of sales — the hallmark of a royalty-streaming business — and revenue rose meaningfully between the two most recent quarters, with earnings-per-share stepping higher alongside.
  • The setup is a wait-and-price story: the options market has been flagged as anticipating a spike in the underlying, and independent commentary has singled out royalty streamers as the cheapest way for investors to own exposure to specific mine developments.
  • The tape is quiet on the year: shares are down modestly year-to-date but higher over twelve months, tracking the underlying precious-metals complex more closely than any company-specific news.

The next earnings print is a standard read on royalty receipts; the more interesting question is whether the group announces additional royalty acquisitions at attractive prices while operators are still capital-constrained.

What to watch: Additional royalty and stream acquisitions, the next quarterly print for cash generation, and the underlying precious-metals price. Options-market activity flagged by independent commentators is the technical tell to track.

On the calendar: Q3 earnings — date pending

no x sentiment

Read the AI verdict on $TFPM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Precious metals streaming and royalty company with silver and gold interests across Australia, Canada, and Latin America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Other Precious Metals sits in its cycle right now — and what that implies for $TFPM.

Other Precious Metals · Basic Materials

Deep-sea critical minerals and silver industrial demand are the two narratives driving this group; TMC is advancing Pacific nodule rights targeting EV battery metals while royalty streamer TFPM offers precious metals upside without mine-operating risk. Solar-cell and electronics silver demand underpins base industrial consumption.

What this means for $TFPM

Direct beneficiary — streaming and royalty model provides gold, silver, and copper price upside without mine-operating cost risk; geographically diversified portfolio reduces single-asset exposure.

Industry benchmark

5-name peer basket
-17.2%YTD
+24.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
62.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
74.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.39$0.33+18.2%
Q1 2026May 5, 2026$0.45$0.43+4.7%
Q4 2025Feb 18, 2026$0.33$0.32+3.1%
Q3 2025Nov 4, 2025$0.24$0.22+9.1%
Next earningsTue, Nov 3·consensus EPS $0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$145.0M+76.3%72.0%66.9%$0.56$82.0M
Q4 FY25$120.7M+62.7%72.8%63.4%$0.38$90.0M
Q3 FY25$93.5M+26.9%88.5%60.5%$0.30$-69.5M
Q2 FY25$94.1M+48.0%66.3%57.8%$0.28$72.1M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$511.7M$457.2M – $619.0M$1.40$1.24 – $1.583
FY27$597.2M$472.0M – $852.6M$1.55$1.30 – $1.974
FY28$583.9M$577.9M – $589.9M$1.63$1.40 – $2.072
FY29$559.8M$500.1M – $677.1M$1.53$1.32 – $1.951
FY30$491.0M$438.7M – $594.0M$1.74$1.50 – $2.221

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 202.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 30SC 13D/A
AI summary

A reporting person filed a amended Schedule 13D disclosing beneficial ownership of a disclosed percentage of TFPM's outstanding shares. A Schedule 13D signals a potentially activist or strategic stake above the 5% reporting threshold.

SC 13D/AActivist amendmentMar 31SC 13D/A
+ 18 other (15 6-Ks · 1 F-X · 1 F-10 · 1 40-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is the Options Market Predicting a Spike in Triple Flag Stock?zacks.com·5d agoThe Cheapest Way to Own a Copper Mine Is to Let Someone Else Build Itprnewswire.com·11d agoSkip the Mine, Pocket the Gold: 5 Royalty Streamers Are Crushing Producers in 2026247wallst.com·11d agoTriple Flag Precious Metals: Ravenswood Turns Optionality Into Durationseekingalpha.com·28d agoTriple Flag Precious Metals Q2 Earnings Call Highlightsmarketbeat.com·42d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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Voices on X · last 7 days

No standout posts about $TFPM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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