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TFPM 资讯
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Triple Flag Declares Cash Dividend of $0.06 per Share
Triple Flag Precious Metals Corp. announced Board of Directors has approved the declaration of a cash dividend of US$0.06 per common share to be paid on September 15, 2026, to shareholders of record at the close of business on August 31, 2026. Triple Flag's forward annualized dividend is now US$0.24 per common share, a one cent increase from the previous annualized dividend of US$0.23 per common share. This represents the Company's fifth consecutive annual increase of the quarterly dividend since its May 2021 initial public offering.
Triple Flag Precious Metals Q2 Revenue at $129.1M
Reports Q2 revenue $129.1M, two estimates $129.22M. "Triple Flag Precious Metals was founded just over ten years ago in May 2016. I am immensely pleased with the quality of the business that we have built, starting with the Cerro Lindo silver stream which remains a cornerstone of our portfolio a decade later, and most recently our investment of $440 million for a 5.5% gold stream on the Ravenswood Mine, adding immediate cash flow from one of Australia's largest mines. Over the past 10 years, we have developed a portfolio of 242 streams and royalties that delivers compounding cash flow per share and NAV per share for the benefit of our shareholders. Our Board has approved our fifth consecutive annual dividend increase, continuing our track record of increasing our dividend every year since our 2021 IPO," commented Sheldon Vanderkooy, CEO.
U.S. Stock Futures Modestly Higher, Nasdaq Futures Lead Rebound
Markets are attempting to recover this morning after Wednesday's geopolitical-driven selloff, with U.S. stock futures moving modestly higher as oil prices retreat from recent highs. Nasdaq futures are leading the rebound, supported by renewed buying in semiconductor stocks, while investors assess the latest developments in the U.S.-Iran conflict and their potential impact on inflation and global growth.Although the U.S. launched another round of strikes against Iran and Tehran retaliated by targeting U.S. military facilities in Bahrain and Kuwait, investors appear encouraged by signs that neither side is seeking a prolonged disruption to energy markets. Oil prices have pulled back after an early spike, helping improve sentiment across equities and easing some concerns about another inflation shock.The Federal Reserve remains an important backdrop after minutes from the June meeting showed policymakers divided over the path of interest rates. While the Fed left rates unchanged, several officials expressed concern that higher energy prices and continued AI-related investment could keep inflation elevated, reinforcing expectations that another rate increase later this year remains possible. Investors will also watch the weekly jobless claims report and comments from New York Fed President John Williams for additional clues on the economic outlook.In pre-market trading, S&P 500 futures rose 0.23%, Nasdaq futures rose 0.91% and Dow futures rose 0.05%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Amco-Pittsburghup 11% after announcing that customer order activity during the first six months of 2026 totaled approximately $268M, an increase of 32% compared to the same period in 2025UP AFTER EARNINGS -Simply Good Foodsup 16%AZZ Inc.up 8%Triple Flagup 1%DOWN AFTER EARNINGS -Byrna Technologiesdown 19%Levi Straussdown 3%PepsiCodown 2%LOWER -Ionis Pharmaceuticalsand AstraZenecadown 20% and 8%, respectively, after Ionis and partner AstraZeneca announced that the CARDIO-TTRansform Phase 3 trial for eplontersen in patients with transthyretin-mediated amyloid cardiomyopathy did not meet the primary efficacy endpointSalesforcedown 1% after KeyBanc downgraded the stock to Sector Weight from OverweightStellantisdown 1% after JPMorgan downgraded shares to Neutral
Triple Flag Reports Q2 Gold Sales of 28,674 Ounces
Reports Q2 quarterly metal sales of 28,674 gold equivalent ounces or GEOs. "Our diversified asset base delivered strong performance in the second quarter, and Triple Flag is well-positioned to achieve our recently increased 2026 GEOs guidance of 100,000 to 110,000 ounces," commented Sheldon Vanderkooy, CEO. "During Q2, we also completed our $440M acquisition of a gold stream on the Ravenswood mine in Australia, adding immediate cash flow, and bought back $20M of shares in the open market. Our disciplined approach to capital allocation is focused on delivering enduring value for our shareholders, supported by the strong cash flow our business generates and the multiple development catalysts our Tier One asset base has achieved year-to-date. With over $1B of available liquidity, we continue to pursue accretive growth opportunities as we enter the second half of 2026."
Triple Flag Acquires Ravenswood Gold Stream for $440M
Triple Flag Precious Metals announces that its wholly owned subsidiary, Triple Flag International, has entered into an agreement to acquire a gold stream on the producing Ravenswood Gold Mine in Queensland, Australia for upfront cash consideration of $440M. With the addition of Ravenswood, the company increased its 2030 outlook to 150,000 to 160,000 GEOs, from 140,000 to 150,000 GEOs."Key Terms and Transaction Highlights: Immediate cash flow and enhanced gold exposure from Queensland's largest gold mine, underpinned by target gold deliveries for two years; With the recent A$830M investment complete and the asset capitalized to continue its ramp-up, annual production at the Ravenswood Mine is expected to be over 200,000 ounces of gold by 2028. Ravenswood Mine produced 134,000 ounces of gold in 2025. As per the Wood Mackenzie total cash and sustaining capital gold cost curve estimate for 2026, the life of mine average cost at the Ravenswood Mine ranks in the first half of the cost curve. Triple Flag has the right to purchase 5.50% of payable gold from the Ravenswood Mine under the Stream. The Stream rate steps down to 3.75% after 194,200 ounces of gold has been delivered, and then to 2.50% after 253,000 ounces of gold has been delivered. Triple Flag will make ongoing payments of 10% of the spot gold price for each ounce delivered until 194,200 ounces has been delivered, and 20% of the spot gold price thereafter. The Stream is subject to target cumulative quarterly gold deliveries starting in the third quarter through to the second quarter of 2028, inclusive. Over this period, these target cumulative quarterly gold deliveries total 22,928 ounces and will result in quarterly deliveries of approximately 2,300 to 3,300 ounces of gold, subject to a quarterly cap of 8% of actual production during each quarter. The Stream rate is subject to a 25% buydown option that is exercisable upon a change of control transaction for the Ravenswood Mine occurring within 48 months of the closing of the Stream in exchange for consideration that is dependent on the gold price and when the buydown is exercised. The Stream rate is subject to a separate, one-time 15% discretionary buydown option after 67,030 ounces of gold is delivered within a 30-day window in exchange for consideration set at the greater of: 33,060 ounces multiplied by the spot gold price at the time, capped at approximately $198.7M; or $92.4M. The obligations and interests under the Stream will be secured and registered in favor of Triple Flag following Foreign Investment Review Board approval. Triple Flag holds a right of first offer on new streams and royalties on the Ravenswood Mine. Closing is expected in June. The transaction is expected to be funded from available capital, including cash on hand of $144M as of March 31, as well as a $1B credit facility plus a $300M accordion facility.
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