Ben Pirie's questions to Trigon Metals (PNTZF) leadership • Q2 2025
Question
Sought clarification on whether the sale price is net of debt, the reason for the wide price range, recent activities at the Kalahari project, and commentary on the negative stock reaction to what appears to be a favorable deal.
Answer
The executive confirmed the $30M-$50M in proceeds is for shareholders, as all debt and liabilities are attached to the asset being sold. The wide range is related to the timing of payments, not the total value, with more details to come. Work at Kalahari has been geophysical, with plans to accelerate exploration post-transaction. The negative stock reaction is attributed to a market misunderstanding that debt would be subtracted from the proceeds.