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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 (6 mentions/wk)
$TFPM·$6.7B·Other Precious Metals·Basic Materials
$33.70-0.9%1Y+21.7%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 0 posts60%
Price updated 10h ago·X counts updated 8d ago
TFTFPM
$TFPMTriple Flag Precious Metals Corp.
$33.70-0.88%6 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $TFPM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

Triple Flag beat Q2 EPS by 18% and raised its dividend for a fifth straight year — precious-metals royalty at its best.

Triple Flag Precious Metals (TFPM) is the mid-cap streaming/royalty operator whose Q2 print and dividend action confirm the compounder identity.

  • Q2 revenue of $129M and EPS of $0.39 beat the $0.33 estimate by ~18%; ~62% operating margin and low-single-digit debt keep the business quality unmistakable.
  • The 5th consecutive year of quarterly dividend increases (announced August 5) plus SA's 'Ravenswood turns optionality into duration' framing point to the two things streaming investors care about — cash return and long-tail asset optionality.
  • Valuation is not cheap (P/E ~21x, P/S ~14x) but it never has been for royalty compounders — this is a name you pay up for and let time work.

Bottom line: quality-plus-yield compounder in the precious-metals stream/royalty niche — fundamentals support continued rerating with commodity tailwind.

Agrees with X sentimentNo direct X sample this cycle; published analysis and dividend action align with the operational story.

What to watch: Ravenswood ramp progress, gold/silver spot price direction, new stream/royalty acquisitions, and any changes to the quarterly dividend cadence.

On the calendar: Q3 2026 earnings — 2026-11-03.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Palladium and platinum face structural demand disruption from EV powertrain adoption reducing catalytic converter usage; near-term industrial demand from ICE production provides a floor. The long-term trajectory is bearish for ICE-specific metals as EV penetration rises.

What this means for $TFPM

Neutral — Triple Flag Precious Metals Corp; exposure to the industry macro driver is limited or indirect.

Industry benchmark

8-name peer basket
-8.6%YTD
+84.5%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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$514.7M$461.7M – $590.9M$1.36$1.18 – $1.531
FY27$602.7M$452.5M – $818.7M$1.53$1.29 – $1.953
FY28$587.3M$526.8M – $674.3M$1.64$1.42 – $1.961
FY29$559.8M$502.1M – $642.7M$1.53$1.32 – $1.821
FY30$491.0M$440.4M – $563.7M$1.75$1.51 – $2.091

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.47%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.+10.9%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.+1.6%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.

Triple Flag Precious Metals: Ravenswood Turns Optionality Into Durationseekingalpha.com·9d agoTriple Flag Precious Metals Q2 Earnings Call Highlightsmarketbeat.com·23d agoTriple Flag Announces Strong Q2 2026 Results and Increases Quarterly Dividend for the 5th Consecutive Yearbusinesswire.com·27d agoTriple Flag Increases Quarterly Dividend for the 5th Consecutive Yearbusinesswire.com·27d agoFirst Trust Advisors LP Sells 24,016 Shares of Triple Flag Precious Metals Corp. $TFPMdefenseworld.net·27d 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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