Triple Flag Precious Metals: Still One Of The Cheapest Streaming Plays In A Gold Supercycle

IWA Research2.5K FollowersFollow5ShareSavePlay(11min)CommentsSummaryTriple Flag Precious Metals remains a Buy, trading at a significant discount to peers with a robust growth pipeline and strong cash flow.TFPM reported $312.83 million in free cash flow, maintains a debt-free balance sheet, and continues to invest heavily in value-accretive mineral interests.Despite a projected short-term GEO drop in 2026, TFPM's long-term growth is underpinned by new streaming deals and favorable macro drivers for precious metals.Valuation places TFPM around current levels, reflecting conservative assumptions and substantial upside if gold prices outperform. UniqueMotionGraphics/iStock via Getty Images Introduction The last time I covered Triple Flag Precious Metals (TFPM), I highlighted their attractive valuation, debt-free balance sheet, strong cash flow, and solid growth pipeline in the face of a potential gold reprice. AfterThis article was written byIWA Research2.5K FollowersFollowI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TFPM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.