Triple Flag Precious Metals (TFPM) investor relations material

Strategic overview and growth

• Market capitalization stands at $6.0B with 242 assets, including 36 producing assets and a robust liquidity position of $1.14B as of June 2026.

• 2026 gold equivalent ounces (GEOs) guidance is 100-110 koz, with a 2030 outlook of 150-160 koz, reflecting significant organic growth potential.

• Portfolio is 92% precious metals, with 81% gold and copper exposure and 78% of NAV in the Americas and Australia.

• Management and board have strong insider alignment, holding $110M in shares.

• Leading ESG ratings, including Sustainalytics Global 50 and MSCI AA, highlight sustainability focus.

Financial performance and capital allocation

• Operating cash flow reached $360M (LTM), with consistent growth in cash flow per share (CFPS) and net asset value per share (NAVPS) since IPO.

• Share capital base of $1.9B supports robust cash flow yield and NAV accretion.

• Successful investments in cornerstone assets like Northparkes, Buritica, Cerro Lindo, and Impala Bafokeng have generated strong returns and cash flows.

• Annualized dividend per share is $0.23, reflecting a commitment to shareholder returns.

Asset portfolio and growth pipeline

• Asset base includes 242 total assets: 36 producing, 50 in development, and 156 in exploration.

• Key assets include Northparkes, Ravenswood, Arthur, Hope Bay, and Cerro Lindo, each with long-life, low-cost profiles and significant exploration upside.

• Multiple development projects advancing, such as Arcata, Koné, Eskay Creek, Goldfield, and South Railroad, with initial production targeted between 2026 and 2031.

• Growth beyond 2030 is underpinned by district-scale systems in Nevada, BC, Nunavut, and Australia.