share_log

Earnings Call Summary | Triple Flag Precious Metals(TFPM.US) Q4 2023 Earnings Conference

Earnings Call Summary | Triple Flag Precious Metals(TFPM.US) Q4 2023 Earnings Conference

業績電話會議摘要 | 三旗貴金屬 (TFPM.US) 2023 年第四季度業績發佈會
富途資訊 ·  02/23 09:25  · 電話會議

The following is a summary of the Triple Flag Precious Metals Corp. (TFPM) Q4 2023 Earnings Call Transcript:

以下是三旗貴金屬公司(TFPM)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Triple Flag reported Q4 gold equivalent sales of 26,000 ounces, leading to an operating cash flow of $38 million.

  • Annual gold equivalent sales exceeded 105,000 ounces, consistent with guidance and a record for Triple Flag.

  • Major financial records were set in 2023, with operating cash flow and adjusted EBITDA standing at $154 million and $159 million, respectively.

  • Dividends to shareholders amounted to over $40 million, and over $28 million were returned via share buybacks.

  • The net debt was over $40 million as of the end of 2023.

  • Cash flow and EBITDA saw substantial growth, driven by acquisition of Maverix Metals and other royalties.

  • Triple Flag報告稱,第四季度黃金當量銷售額爲26,000盎司,運營現金流爲3,800萬美元。

  • 黃金當量年銷售量超過10.5萬盎司,符合預期和三旗紀錄。

  • 主要財務記錄是在2023年創下的,運營現金流和調整後的息稅折舊攤銷前利潤分別爲1.54億美元和1.59億美元。

  • 向股東分紅超過4000萬美元,通過股票回購返還了超過2,800萬美元。

  • 截至2023年底,淨負債超過4000萬美元。

  • 在收購Maverix Metals和其他特許權使用費的推動下,現金流和息稅折舊攤銷前利潤大幅增長。

Business Progress:

業務進展:

  • The portfolio has grown consistently since inception, and diversification of revenues has increased, with Cerro Lindo and Northparkes as major contributors.

  • Free cash flow is expected to grow due to price and volume impact, with production increasing by three times from 2017 to 2023.

  • Expectation of continued growth in 2024, with gold equivalent ounces projected to average over 140,000 ounces between 2025 and 2029.

  • Triple Flag holds a 1% NSR royalty on the Hope Bay gold exploration project, which has a proposed budget of $22 million for 2024.

  • Optimism was expressed regarding the potential yield at Hope Bay, especially at the promising Patch 7 area.

  • Positive developments were reported at the Northparkes mine, owned by Evolution Mining, where significant resources have been identified for exploitation.

  • 自成立以來,投資組合持續增長,收入的多元化程度也有所提高,其中塞羅·林多和諾斯帕克斯是主要貢獻者。

  • 由於價格和數量的影響,自由現金流預計將增長,從2017年到2023年,產量將增長三倍。

  • 預計2024年將持續增長,預計在2025年至2029年之間,黃金當量盎司的平均水平將超過14萬盎司。

  • Triple Flag持有希望灣黃金勘探項目1%的NSR特許權使用費,該項目2024年的擬議預算爲2200萬美元。

  • 有人對希望灣的潛在收益表示樂觀,尤其是在前景看好的7號補丁區域。

  • 據報道,Evolution Mining旗下的Northparkes礦取得了積極進展,該礦已確定了大量可供開採的資源。

更多詳情: 三旗貴金屬 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論