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Pantoro Gold (PNR) 2025 Conference August 04, 2025 09:20 PM ET Speaker0Thanks very much, and thanks, everyone, for sticking around for the presentation this morning. And thanks also to Diggers and Dealers. This is the tenth straight year that presented Pantoro, and there's been quite a path to get to where we are. So Pantaro Gold today is the 100% owner of the Norsemen Gold Field. Norsemen is historically the highest grade gold field in Western Australia.It's produced over 6,000,000 ounces of gold. Historic ...

Not an offer. This presentation and its contents are not an invitation, offer, solicitation or recommendation with respect to the purchase or sale of any securities in Pantoro in any jurisdiction and must not be distributed, transmitted, or viewed by any person in any jurisdiction where the distribution, transmission or viewing of this document would be unlawful under the securities or other laws of that or any other jurisdiction. This presentation is not a prospectus or any other offering document under Au ...

Summary of Pantoro Gold (PNR) Conference Call - July 23, 2025 Company Overview - Pantoro Gold is a Western Australian gold producer owning 100% of the Norseman gold field, with a mineral resource of just under 5,000,000 ounces of gold [1] - The company operates two underground mines and two open pits, with a third underground mine under rehabilitation [1] Financial Position - The company has a strong balance sheet with over $175,000,000 in cash and no debt [2] - Pantoro is unhedged, with only 6,000 ounces of call options remaining for the year [3] Production and Cost Guidance - The all-in sustaining cost is projected to remain below $2,000 per ounce, with an expected production of 210,000 ounces of gold next year [4] - The company aims to double its production rate from 100,000 ounces to 200,000 ounces per year, with an exploration budget of $55,000,000 for the upcoming year [5] Exploration and Resource Development - The current ore reserve is just under 1,000,000 ounces, significantly larger than the historical reserves of the Norseman field [6] - There are 25 different resource areas within the Norseman package, with only 30% drilled to date, indicating substantial growth potential [7][8] - The Scotia Underground Mine is a key growth center, with plans to ramp up production significantly [11][12] Future Mining Plans - The company plans to phase out open pit mining while increasing underground mining operations, targeting full operational status for at least two additional underground mines by 2028 [16][17] - The Crown Reef area has historical production of 1,100,000 ounces, with ongoing drilling expected to convert known high-grade material into reserves [19][20] Regional Exploration Potential - This year marks the first significant regional exploration in the Norseman area in 30 years, with previous operators having conducted minimal drilling [22] - The company sees potential in areas previously explored by Western Mining, which had successful operations in similar terrains [23] Financial Performance - Pantoro reported an EBITDA of just under $200,000,000 in the last year, with expectations for significant increases in the coming year as production stabilizes [25] - The company plans to invest $67,000,000 in exploration and capital growth projects while adding cash to its balance sheet [25] Conclusion - Pantoro Gold is positioned strongly in the gold mining sector with a robust financial standing, significant exploration potential, and a clear strategy for growth in production and resource development [24][25]

Financial Performance & Position - Pantoro Gold reported a strong FY25 EBITDA of A$1964 million[32,82] - The company experienced a cash and gold increase of A$72 million in FY25[32,82] - As of June 30, 2025, Pantoro Gold held A$176 million in cash and gold[26,32,82] - Pantoro Gold is debt-free after prepaying Nebari loan facilities approximately 2 years early[32,82] Production & Growth - The Norseman processing plant is operating above nameplate capacity at 12 million tonnes per annum and is readily expandable[21,61] - The company is targeting a medium-term expansion to over 200,000 ounces of gold production per annum[23,64] - FY2026 guidance projects annual gold production of 100,000 to 110,000 ounces[33] - Open pits are expected to deliver 20,000 ounces at 21 g/t during calendar year 2025[59] Exploration & Resources - Pantoro Gold has a large, high-grade mineral resource of 449 million tonnes at 33 g/t for 47 million ounces of gold[20,84] - The company has a A$55 million exploration budget focused on growth at existing mines and new developments[34] - A major project capital of A$67 million is budgeted, including the first major regional exploration program at Norseman in 30 years[35]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-11625 Securities registered pursuant to Section 12(b) of the Act: | Title of each class | Trading Symbol(s) | Name of each exchange on which registered | | ...

Core Insights - Pentair plc (PNR) reported adjusted earnings per share (EPS) of $1.39 for Q2 2025, exceeding the Zacks Consensus Estimate of $1.33 by 4.5% and marking a 14% increase from the previous year [1][10] - The company raised its 2025 EPS guidance to $4.75-$4.85, indicating a year-over-year growth of 9.1% at the midpoint [11] Financial Performance - Net sales increased by 2% year over year to $1.123 billion, surpassing the Zacks Consensus Estimate of $1.115 billion [2] - The cost of sales rose by 0.8% to $667 million, with gross profit reaching $457 million, a 4.3% increase from the prior year [2] - SG&A expenses totaled $214 million, up 29.5% from $165 million in the prior year [3] - Adjusted segment operating income increased by 9% year over year to $296.7 million, with an adjusted segment operating margin of 26.4% [4] Segment Performance - Flow segment net sales were flat at $397 million, with operating earnings rising 10% to $93 million [5] - Water Solutions segment net sales decreased by 4% to $298 million, with earnings declining 3% to $70 million [6] - Pool segment net sales increased by 9% to $427 million, with operating earnings growing 14.3% to $152.7 million [7] Cash Flow and Balance Sheet - Cash and cash equivalents were approximately $143 million at the end of Q2 2025, up from $119 million at the end of 2024 [8] - Net cash generated from operating activities was $568 million in the first half of 2025, compared to $432 million in the same period last year [8] - Long-term debt decreased to $1.39 billion as of June 30, 2025, down from $1.64 billion at the end of 2024 [8] Shareholder Returns - Pentair increased its dividend by 9% to 25 cents per share, marking the 49th consecutive year of dividend increases [9] - The company repurchased 1.3 million shares for $125 million in 2025, with $325 million remaining under its share repurchase authorization [9] Future Guidance - For Q3 2025, Pentair expects adjusted EPS between $1.16 and $1.20, implying an 8% rise at the midpoint [12] - The company anticipates sales to be flat to up 1% from the year-ago quarter [12] Stock Performance - Pentair's stock has gained 20.3% over the past year, outperforming the industry growth of 4.2% [13]

Pentair (PNR) Q2 2025 Earnings Call July 22, 2025 09:00 AM ET Company ParticipantsShelly Hubbard - VP - IRJohn L. Stauch - President, CEO & DirectorBob P. Fishman - EVP & CFOAndrew Kaplowitz - Managing DirectorSteve Tusa - Managing DirectorBrian Lee - Vice PresidentNathan Jones - Managing DirectorBrett Linzey - Executive DirectorJeffrey Hammond - Managing DirectorDeane Dray - Managing DirectorAndrew Krill - DirectorNigel Coe - Managing DirectorJoseph Giordano - Managing DirectorAndrew Buscaglia - Executive ...

Financial Data and Key Metrics Changes - The company reported record results in Q2, with sales increasing by 2% to $1.1 billion, adjusted operating income rising by 9% to $297 million, and adjusted EPS increasing by 14% to $1.39 [7][15] - Return on sales (ROS) expanded by 170 basis points to 26.4%, driven primarily by transformation initiatives and pricing strategies [7][15] - Free cash flow reached a record $596 million, up 14% year over year, with a net debt leverage ratio decreasing from 1.6 times to 1.2 times [20][21] Business Line Data and Key Metrics Changes - **Flow Segment**: Sales were flat year over year, with residential sales down 1% due to higher interest rates impacting the residential market, while commercial sales rose by 1% [16][18] - **Water Solutions Segment**: Sales declined by 4% to $298 million, primarily due to lower volume, with commercial sales down 3% and residential sales down 6% [18][19] - **Pool Segment**: Sales increased by 9% to $427 million, driven by price increases, volume growth, and the acquisition of Gulfstream [19][20] Market Data and Key Metrics Changes - The company anticipates flow sales to grow in the low single digits, while water solutions are expected to decline in the mid single digits, and pool sales are projected to increase by approximately 6% to 7% for the full year [22][23] - The company noted a softer residential end market, which has allowed for a focus on improving overall business operations [11][12] Company Strategy and Development Direction - The company is focused on driving long-term shareholder value through transformation initiatives and strategic growth investments, including talent acquisition and product innovation [10][13] - The company has committed to achieving $80 million in transformation savings for 2025, with expectations for continued margin improvement beyond 2026 [12][13] - The company is adapting to a rapidly changing macroeconomic environment and is optimistic about future demand recovery as interest rates potentially decrease [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its strategy despite a challenging environment, with expectations for sales growth of 1% to 2% and adjusted EPS guidance of $4.75 to $4.85 for the full year [8][22] - The management highlighted the importance of monitoring macroeconomic conditions and adjusting strategies accordingly, particularly in response to tariff impacts and inflation [24][25] Other Important Information - The company made an investment in a startup, Hope Hydration, which aims to provide free water through digitally connected refill stations, leveraging Pentair's technology [9] - The company strategically divested its small commercial services business to focus on higher-margin filtration and ice businesses [18][66] Q&A Session Summary Question: Insights on pool unit volumes and pricing sensitivity - Management noted that new pool builds are expected to be modestly down, with customers extending product life through repairs rather than new purchases, influenced by pricing increases [31][32] Question: Price versus cost outlook for the year - Management indicated that pricing strategies are designed to offset tariff impacts, with a net benefit from lower tariffs contributing to raised guidance [35][36] Question: Pool volume outlook and channel inventories - Management confirmed that while pool volume outlook remains modestly challenging, channel inventories are well managed and in line with historical levels [90] Question: Impact of tariffs on pricing and operational decisions - Management stated that the tariff situation has paused some decision-making but remains committed to localizing supply chains and optimizing operational efficiencies [85][86] Question: Future divestitures and cash flow performance - Management clarified that while there are no immediate divestitures planned, they are focused on product line exits that do not align with their strategic goals, and highlighted strong cash flow performance due to improved working capital management [100][101]

Pentair plc (PNR) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.51%. A quarter ago, it was expected that this company would post earnings of $1.01 per share when it actually produced earnings of $1.11, delivering a surprise of +9.9%.Over the last four quarters, the company has su ...