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
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。
More details: Triple Flag Precious Metals IR
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。