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Pinetree Capital Ltd T.PNP.DB


Primary Symbol: T.PNP Alternate Symbol(s):  PNPFF

Pinetree Capital Ltd. is a value-oriented investment and merchant banking company focused on the technology sector. The Company's objective is to maximize shareholder value. It invests primarily in equity, as well as debt and convertible securities. The Company holds approximately 8-12 investments, resulting in equity positions between 7% and 12% of assets (though its positions may at times reach or exceed 20%). Its subsidiaries include Pinetree Capital Investment Corp. (PCIC) and Emerald Capital Corp., and Pinetree Income Partnership (PIP).


TSX:PNP - Post by User

Bullboard Posts
Post by jpsartreanon Jul 11, 2008 1:15am
667 Views
Post# 15281264

CFO response re: moronic valuation policy

CFO response re: moronic valuation policy
Pinetree management choses to value the 100,000,000+ out of the money warrants they hold at $0.00

This is unquestionably reducing our shareholder NAV by tens of millions of dollars - and no doubt affecting our financing positions (orrowing and/or issuing equity).  

I don't know what some of you other shareholders think, but now that the Dines hype has evaporated from the stock (understatement of the century), I think disclosing real value on our balance sheet any way we can is certainly advisable.

FYI: Those Pinetree warrants (PNP-WT) that posters are debating about here on the board would be valued at ZERO by Pinetree management's methodology.

I encourage you to contact Mr. Goldberg - lgoldberg@pinetreecapital.com - as I have and voice your shared disagreement with a methodology that is clearly distorting Pinetree's real value, while its executives continue to issue/line their pockets with cheap shares.

Oh, and by the way, Mr. Goldberg just exercised another ~200,000 options below $.50...


"Sorry for the delay in getting back to you. There is no update to provide to you with respect to how we value our non-trading warrants. Different companies do so differently, and as yet, there is no common approach used. The companies you mention do use Black-Scholes and there are others that use intrinsic value as we do. At this time, we are continuing to use intrinsic value, but will consider your suggestion to make it clearer to readers that we are doing so.


Thank you.



Larry Goldberg C.A.

Executive Vice President &
Chief Financial Officer"

Contact lgoldberg@pinetreecapital.com and let him know what you think.

- jps




Bullboard Posts