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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 (39 mentions/wk)
$TFPM·$6.3B·Other Precious Metals·Basic Materials
$30.71+0.7%YTD-2.9%1Y-7.7%
Price updated 3h ago·X counts updated 5d ago
TFTFPM
$TFPMTriple Flag Precious Metals Corp.
$30.71+0.72%39 posts1×
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.

39X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TFPM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

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 2026-10-02

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

Triple Flag is a quality gold/silver royalty name with 63% operating margin — Nov 3 earnings is the next read.

Triple Flag Precious Metals is a precious-metals streaming and royalty company — mid-cap scale with a diversified portfolio of gold and silver streams across North and South America.

  • The economics are elite: Q1 revenue +76.3% YoY at a 62.8% operating margin and ROIC of 11.6% — top-decile royalty-model metrics, with gold-price realization driving the step-up.
  • At 20.6x PE and 14.3x sales the valuation is premium — in line with Franco-Nevada and Wheaton Precious Metals, which trade at similar multiples because of the royalty-structure durability.
  • 52-week range position is 25% with vol at 67% of average — lower-mid range on quiet volume, which is consolidation ahead of Nov 3 earnings.

Nov 3 Q3 is the gate — any continued gold-and-silver price realization plus new stream disclosure extends the stock. A gold-price softening or mine-production setback at a key counterparty and the stock gives back some gain.

What to watch: Nov 3 Q3 — gold-and-silver equivalent ounces, royalty-stream revenue mix, operating-margin trajectory, and any new-stream commentary. A mine-production setback is the clear invalidator.

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

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

No material change from last week — silver's dual role in solar cells/electronics and safe-haven demand anchors the industrial base.

What this means for $TFPM

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

Industry benchmark

4-name peer basket
-31.0%YTD
-27.1%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 $0.30

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$510.3M$456.2M – $621.0M$1.38$1.24 – $1.593
FY27$592.3M$471.1M – $850.9M$1.54$1.30 – $1.974
FY28$581.9M$565.7M – $598.1M$1.62$1.40 – $2.082
FY29$559.3M$500.0M – $680.6M$1.53$1.32 – $1.971
FY30$491.0M$439.0M – $597.5M$1.78$1.53 – $2.281

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.0.6×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.26%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.-5.8%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.-7.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 202.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β0.315-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.

+ 15 other (13 6-Ks · 1 F-X · 1 F-10) in window

Recent news

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

Triple Flag Announces Strong Revenue in Q3 2026 and First Deliveries from Ravenswoodbusinesswire.com·10d agoTriple Flag Precious Metals Deploys $550M as Northparkes, Hope Bay Drive Growthmarketbeat.com·14d agoTriple Flag Precious Metals Corp (TFPM) Stock Down 4.2% -- Now Undervalued? GF Score: 82/100gurufocus.com·18d ago54,654 Triple Flag Precious Metals Corp. $TFPM Shares Sold by Squarepoint Ops LLCdefenseworld.net·22d agoHead-To-Head Comparison: Materion (NYSE:MTRN) & Triple Flag Precious Metals (NYSE:TFPM)defenseworld.net·26d 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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