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Bullboard - Stock Discussion Forum Excellon Resources Inc T.EXN

Alternate Symbol(s):  EXNRF

Excellon Resources Inc. is engaged in the acquisition, exploration, and advancement of mineral properties. The Company is advancing a portfolio of silver, base metals and precious metals assets The Company’s project portfolio includes Kilgore, Silver City and Evolucion. The Company’s Kilgore project is an advanced gold exploration project in Idaho. The Kilgore gold project is located in Clark... see more

TSX:EXN - Post Discussion

Excellon Resources Inc > Bad restructuring deal sunk Excellon, IMO
View:
Post by Marine2 on May 24, 2024 2:07pm

Bad restructuring deal sunk Excellon, IMO

The Debenture holders sunk EXN from ever gaining invester interest. IMHO

These debenture holders have sucked the life out of Excellon and are a deterrent for further investment.

I have marked in red where the debenture holders killed EXN and their own interest. IMO    D
ebenture holders would do themselves a favour if they cut out the 
  • 1,500 troy ounces of gold upon the achievement of certain milestones;
  • a 2% net smelter returns royalty on the unpatented claims comprising the Kilgore Project; and
  • a 25% interest in Saxony Silver Corp., which holds the Silver City Project.

What is left for us shareholders ???

News Release

Excellon Closes Debenture Restructuring

Toronto, Ontario – March 28, 2024 – Excellon Resources Inc. (TSX:EXN, OTCQB:EXNRF and FRA:E4X2) (“Excellon” or the “Company”) is pleased to announce that it has closed its previously announced restructuring of the outstanding 5.75% secured convertible debentures of the Company (the “Debentures”) to reduce the outstanding principal amount of the Debentures to C$7.5 million, representing a 58% reduction in principal, and to amend the terms of the remaining Debentures (collectively, the “Debenture Restructuring”).

Shawn Howarth, President and CEO, commented “The Debenture Restructuring is a significant first step towards equity growth for Excellon shareholders. The reduction and extension of the remaining Debentures provides our shareholders with increased exposure to a high quality gold project at Kilgore, and an emerging European-focused silver exploration opportunity at Silver City.”

Debenture Repurchase

The Company has completed the repurchase for cancellation of C$10,410,000 aggregate principal amount of the Debentures (the “Debenture Repurchase”) pro rata from the holders of the Debentures in exchange for the following aggregate consideration divided pro rata among the holders of the Debentures:

  • 38,888,878 common shares in the capital of Excellon (“Common Shares”);
  • contingent value rights of Excellon, providing for aggregate cash payments equal to the equivalent of up to 1,500 troy ounces of gold upon the achievement of certain milestones;
  • a 2% net smelter returns royalty on the unpatented claims comprising the Kilgore Project; and
  • a 25% interest in Saxony Silver Corp., which holds the Silver City Project.

Additionally, in connection with the Debenture Repurchase, the Company issued 2,846,147 Common Shares in satisfaction of accrued and unpaid interest on the Debentures to, but excluding, the date of the Debenture Repurchase.

Registered holders of the Debentures will receive a notice regarding the Debenture Repurchase and are advised to read the notice carefully as it contains important instructions on how to receive the consideration for the Debenture Repurchase to which they are entitled. Non-registered holders of the Debentures should contact their broker or other intermediary for instructions on how to receive the consideration for the Debenture Repurchase to which they are entitled.

Debenture Amendment

The Company also amended the terms of the remaining C$7.5 million aggregate principal amount of the Debentures as follows (the “Debenture Amendment”):

  • Extended the maturity date of the Debentures from July 31, 2024 to August 31, 2026;
  • Decreased the conversion price from C$5.30 to C$0.10 per Common Share; and
  • Increased the interest rate payable in cash from 5.75% per annum to 6.50% per annum, while retaining the Company’s option to satisfy interest in Common Shares at an effective interest rate of 10% per annum.

The Debenture Restructuring remains subject to the final approval of the Toronto Stock Exchange.

Comment by billm8192 on May 24, 2024 7:27pm
I agree with your comments Marine except I blame the BOD and Management for the give away not the Debenture holders.  However I'm not convinced that the Debenture holders are not the BOD and Mgmt, or if not one in the same there is a very close connection.  Why else would  this terrible betrayal of we shareholders have been done. ALSO IN MY OPINION  EXCELON DID NOT GET ...more  
Comment by silverforever on Jun 19, 2024 5:28pm
Good points! No wonder why investors may believe this huge 'Transfer of Wealth' from Excellon Shareholders to Debenture Holders, Excellon's Officers and others was the plan all along. Logically looking at what happened here, why else would Excellon:    Not allow its shareholders to vote for the other options available to pay off its only debt (Debentures) including ...more  
Comment by Mredwing12345 on Jun 20, 2024 12:36am
you have done alot of research! thanks for sharing 
Comment by billm8192 on Jun 20, 2024 12:06pm
Excellent summary of the events leading up to this huge apparent defrauding of Excellon's shareholders.  The Management  and BOD has, IMO spun a web of deception  in order to enrich themselves by arresting control of Excellon from shareholders and then benefitting from the huge value of Excellon's key asset...Kilgore.  Have these players represented the best interest of ...more  
Comment by silverforever on Jun 20, 2024 4:45pm
Now that Excellon's Officers, Directors and Debenture Holders* have full control over the company they can either 1)Finally "unlock significant value for our investors from each of the jurisdictions in which we are operating” as Excellon stated it would do years ago, raising  Excellon's asset's market value/market cap back to its historical average of C$140 million and ...more  
Comment by Marine2 on Jun 21, 2024 12:17pm
silver, The only hope we have here is a "shocking buyout" offer were to materialize,, cents on the $$$, or face bankruptcy / liquidation ! No one would invest in EXN with this management / financial status with debt holders.  EXN is one big joke ! IMHO M2
Comment by silverforever on Jun 25, 2024 8:49am
Marine. IMO Excellon's market cap would be over to C$120 million(140 million historical value minus the C$17 million dept paid off) if it wasn't for Excellon's  actions and inactions detailed on my previous posts and giving Debenture holders control of Excellon and other considerations for a ridiculously lowjC$10 million. That, and the fact that it got away with it so far, is ...more  
Comment by Mredwing12345 on Jun 25, 2024 5:10pm
You make some valid points 
Comment by silverforever on Jun 26, 2024 5:04pm
IMO more proof that this could have been a setup all along is if Debenture Holders(Excellon calls them "SUPPORTIVE CONVERTIBLE DEBENTURE HOLDERS" in their Corporate Presentation) have been selling the 10's of millions of stock Excellon gave them driving Excellon's  stock price down 50% in the last 2 months alone(C27Cts April high to C13.5Cts today).    ...more  
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