Triple Flag Precious Metals (TFPM) Corporate presentation summary

Value creation and financial performance

• Achieved a $6.4B market cap with 242 assets, including 36 producing streams and royalties, and a strong focus on Australia and the Americas.

• Operating cash flow reached $395M in the last twelve months, with consistent growth in cash flow per share and NAV per share since IPO.

• Dividend has increased annually since 2021, with $265M returned to shareholders through dividends and buybacks.

• Maintains a solid balance sheet with $1.1B in available liquidity and $15M in cash as of June 30, 2026.

• Management and board have substantial insider ownership, ensuring alignment with shareholders.

Growth strategy and asset portfolio

• Guidance for 2026 is 100-110 koz GEOs, with a 2030 outlook of 150-160 koz, representing 50% growth from a diversified asset base.

• Over $900M deployed since 2025 in high-quality assets, including major investments in Ravenswood, Northparkes, and Arthur.

• Portfolio is 94% precious metals by consensus NAV, with 80% exposure to the Americas and Australia.

• 31 assets in Australia, including 10 producing, 3 development, and 18 exploration-stage projects.

• Multiple cornerstone assets such as Northparkes, Ravenswood, Arthur, and Hope Bay drive long-term growth.

Project pipeline and development

• Robust pipeline includes expansions at Northparkes (E22, E44), Beta Hunt, and Fosterville, plus advanced projects like Hope Bay and Arthur.

• Northparkes E22 block cave and E44 gold deposit are key growth catalysts, with E22 production starting end of FY2030 and E44 delivering minimum gold and silver from 2030-2037.

• Hope Bay targets initial production in 2030, with a large-scale resource and significant exploration upside.

• Arthur project in Nevada is expected to anchor the portfolio into the 2050s, with permitting to commence in 2027.

• Growth pipeline diversified across North America, Australia, and Latin America, with significant optionality from development and exploration assets.