Mikel Abasolo's questions to Triple Flag Precious Metals (TFPM) leadership • Q2 2024
Question
Mikel Abasolo questioned the basis for Triple Flag's future gold and silver price assumptions and asked for a detailed explanation of the significant impairment charges on the Pumpkin Hollow and Mass mines, including what went wrong and the potential for recovery.
Answer
SVP of Corporate Development James Dendle explained that while the company is structurally bullish on precious metals, it uses a range of prices for investment decisions. Regarding the impairments, he and CFO Sheldon Vanderkooy clarified that these were known underperforming assets. For financial prudence, they were written down to zero as they entered insolvency proceedings, assuring investors of no further financial statement exposure from these two assets.