Triple Flag Precious Metals (TFPM) Corporate presentation summary

Strategic overview and growth trajectory

• Maintains a $7.6B market cap with 239 assets, including 34 producing streams and royalties, and targets 95–105 koz GEOS in 2026, rising to 140–150 koz by 2030.

• Demonstrates robust organic growth, with significant expansion potential from cornerstone assets such as Northparkes, Arthur, Kemess, Hope Bay, and advanced development projects.

• Holds leading ESG ratings and strong insider alignment, with management and board ownership valued at $140M.

• Portfolio is diversified across top jurisdictions, with 80% exposure to Australia and the Americas and 92% in precious metals.

• Maintains ~$1.0B in available liquidity, supporting future acquisitions and growth initiatives.

Financial performance and capital allocation

• Achieved consistent growth in cash flow per share (CFPS) and net asset value per share (NAVPS) since IPO, with 2025 CFPS at $1.54 and NAVPS at $22.87.

• Deployed $2.8B in capital since 2016, averaging $280M annually, generating $1.46B in cash flow and $3.78B in analyst NAV from royalty and stream assets.

• Major investments in assets like Northparkes, Buritica, Young-Davidson, and Cerro Lindo have delivered strong returns and analyst NAV growth.

• Maintains a debt-free balance sheet, supporting dividend growth and reinvestment in high-quality assets.

Asset portfolio and operational highlights

• Portfolio includes 239 assets: 34 producing, 50 in development, and 155 in exploration or other stages.

• Key producing assets include Northparkes, Impala Bafokeng, Buritica, Cerro Lindo, and Arthur, with diversified exposure to gold, silver, and copper.

• Partners with leading operators such as Evolution Mining, AngloGold Ashanti, Agnico Eagle, and Alamos Gold.

• Multiple growth catalysts are advancing, with new production expected from Arcata, Kone, Eskay Creek, Goldfield, and others between 2026 and 2031.