Triple Flag Precious Metals (TFPM)

• Market cap: $3.38B
• 1 day: 1.82%
• 5 days: -3.56%
• 1 month: 4.35%
• 3 months: 0.24%
• 6 months: 2.25%
• Year to date: 9.94%
• 1 year: 35.56%
• 5 years: 47.46%
• 10 years: 47.46%

About: Triple Flag Precious Metals Corp is a streaming and royalty company focused on precious metals. Its revenues are largely generated from a diversified portfolio of properties in Australia, Canada, Colombia, Cote d'Ivoire, Mexico, Mongolia, Peru, South Africa, and the United States. Its diversified portfolio of streams and royalties comprises long-life mining assets, including the Northparkes copper-gold mine in Australia, the Cerro Lindo polymetallic mine in Peru, the Fosterville gold mine in Australia, the Buritica gold mine in Colombia, and the Impala Bafokeng Operations in South Africa among others. A majority of its revenue is derived through its interests in various gold streams. Geographically, the company derives maximum revenue from Australia, followed by Peru and other regions.

Employees: 19

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

5% more funds holding

Funds holding: 118 [Q3] → 124 (+6) [Q4]

0.55% more ownership

Funds ownership: 82.34% [Q3] → 82.89% (+0.55%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

7% less capital invested

Capital invested by funds: $2.69B [Q3] → $2.51B (-$181M) [Q4]

36% less call options, than puts

Call options by funds: $368K | Put options by funds: $573K