Sierra Metals Comments on Proposal by Shareholder
May 02 2023 - 3:56PM
Business Wire
Sierra Metals Inc. (TSX: SMT) (“Sierra Metals” or
the “Company”) today issues a statement in response to the
news release issued by its shareholder Arias Resource Capital
(“ARC”) on May 1, 2023 (the “ARC Proposal”).
The Company welcomes input from its shareholders and regularly
engages in constructive conversations. The ARC Proposal was the
first time ARC had communicated a desire to elect a new slate of
directors at the Company’s upcoming annual and special shareholders
meeting scheduled to take place on June 28, 2023 (the
“Meeting”). Despite maintaining an active dialogue during
Sierra Metals’ strategic process, ARC had not previously approached
the Company to propose director nominees to be put forward for
election at the Meeting. As such, the Company did not have an
opportunity to discuss any proposed director nominees or the issues
discussed in the ARC Proposal in an amicable and constructive
manner before ARC embarked on this unnecessary and time-consuming
process.
The Sierra Metals board of directors and management team have
worked tirelessly to improve the safety record and increase
accountability at the Company’s operations, to rectify
underinvestment in key infrastructure and mine development, and to
establish a realistic framework to mine the Company’s deposits.
These priorities were previously overlooked in favour of seeking
short-term results and at the expense of long-term sustainability –
in particular, sustainable mine planning and profitability.
Contrary to inaccurate and misleading characterizations in the
ARC Proposal which were put forward at a time of critical strategic
importance, in the last two months alone Sierra Metals has
announced several initiatives that provide evidence of positive
operating momentum, improved financial flexibility and a strong
commitment to a culture of safety. These include:
- On March 13, 2023, the announcement by the Company of
discussions with its major lenders to improve financial flexibility
as operational improvements take effect.
- On March 29, 2023, the announcement by the Company of its
fourth quarter and year end 2022 financial results. In this press
release, the Company described the significant progress made
towards stabilizing and optimizing operations, highlighted by a
renewed commitment to safety and employee engagement, and a more
“hands on” approach to operations.
- The implementation by management of upgraded infrastructure
including pumping and ventilation that has enabled increased
production at the Company’s Bolivar mine.
- 2023 guidance that included significant year-over-year
increases in production and decreases in costs.
- On April 25, 2023, the announcement by the Company of Q1 2023
production results (the “April 2023 Press Release”). In the
April 2023 Press Release, Sierra Metals reported a 17% increase in
daily throughput compared to Q4 2022 and a 28% increase in copper
equivalent production, indicating a strong start to the year.
- Also as disclosed in the April 2023 Press Release, the
announcement by the Company of various operational improvements,
including its expectation that permits to mine below the 1120 level
at its Yauricocha mine would ultimately lead to higher throughput
rates when obtained, allowing access to higher-grade ore bodies.
Progress continues to be made on this front, a matter which was not
previously identified and addressed in a timely manner.
The foregoing are in addition to the recent changes to the
Company’s board of directors and management team at the end of 2022
and the beginning of 2023. These included:
- The additions of Ernesto Balarezo Valdez as Interim CEO and
director and José Fernández-Baca as Interim CFO.
- The hiring of a Vice President of Health and Safety, a newly
created position (as well as instituting new safety protocols,
training, communication and safety-focused capital
investments).
To ensure all stakeholders have access to accurate information,
the Company wishes to correct certain false or misleading
statements in the ARC Proposal.
- The special committee of independent directors formed in
October 2022 (the “Special Committee”) continues to evaluate
strategic opportunities for the Company. Over the course of the
strategic review process, the Special Committee and the Company’s
management team have identified and implemented a number of
operational and financial improvements, including those set forth
above. The Special Committee’s work has included a thorough,
comprehensive and good faith review of the Letter of Intent
submitted by ARC and Compañia Minera Kolpa S.A. (“Kolpa”).
Notwithstanding Kolpa making certain information concerning its
operations available to the Company and its advisors, most
recently, the Special Committee made material inquiries of Kolpa
regarding same but has not, to date, received substantive
information in response thereto. Instead, the ARC Proposal to
nominate five new board members to the Company was put
forward.
- As noted above, on March 13, 2023, the Company announced
advanced discussions to refinance part of its principal debt
repayment obligations due in 2023 under its senior secured credit
facility. The parties intend to formalize the refinancing contract
prior to the due date of the second quarterly principal installment
on June 8, 2023, subject to, among other things, the completion of
due diligence. The Company believes it is contrary to the interests
of shareholders for ARC to mischaracterize Sierra Metals’ financial
situation.
- Management has already implemented a number of the initiatives
outlined in the five-point plan included in the ARC Proposal. Most
notably, management has clearly communicated safety as its top
priority and a key to ensuring reliable and predictable performance
across its operations, and has actively advanced this
objective.
- Sierra Metals’ current directors and management team have
extensive operational experience and a thorough understanding of
the quality and potential of the Company’s mines. They have quickly
implemented meaningful operational improvements and progress has
been reported to date. Further information concerning the
experience of the current board members and management team are set
forth in the Company’s publicly filed disclosure documents,
including its most recently filed management information circular
and annual information form.
The Company reiterates its commitment to constructive
shareholder engagement and to generating value for its
shareholders.
About Sierra Metals
Sierra Metals is a diversified Canadian mining company with
green metal exposure including copper, zinc and lead production
with precious metals byproduct credits, focused on the production
and development of its Yauricocha Mine in Peru and its Bolivar Mine
in Mexico. The Company is focused on the safety and productivity of
its producing mines. The Company also has large land packages with
several prospective regional targets providing longer-term
exploration upside and mineral resource growth potential.
For further information regarding Sierra Metals, please visit
www.sierrametals.com.
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Forward-Looking Statements
This press release contains forward-looking information within
the meaning of Canadian securities legislation, including
information with respect to the Company’s 2023 guidance,
operational improvements and the status of the refinancing
contract. Forward-looking information relates to future events or
the anticipated performance of Sierra and reflect management's
expectations or beliefs regarding such future events and
anticipated performance based on an assumed set of economic
conditions and courses of action. In certain cases, statements that
contain forward-looking information can be identified by the use of
words such as "plans", "expects", "is expected", "budget",
"scheduled", "estimates", "forecasts", "intends", "anticipates",
"believes" or variations of such words and phrases or statements
that certain actions, events or results "may", "could", "would",
"might", or "will be taken", "occur" or "be achieved" or the
negative of these words or comparable terminology. By its very
nature forward-looking information involves known and unknown
risks, uncertainties and other factors that may cause actual
performance of Sierra to be materially different from any
anticipated performance expressed or implied by such
forward-looking information.
Forward-looking information is subject to a variety of risks and
uncertainties, which could cause actual events or results to differ
from those reflected in the forward-looking information, including,
without limitation, the risks described under the heading "Risk
Factors" in the Company's annual information form dated March 28,
2023 for its fiscal year ended December 31, 2022 and other risks
identified in the Company's filings with Canadian securities
regulators, which are available at www.sedar.com.
The risk factors referred to above are not an exhaustive list of
the factors that may affect any of the Company's forward-looking
information. Forward-looking information includes statements about
the future and is inherently uncertain, and the Company's actual
achievements or other future events or conditions may differ
materially from those reflected in the forward-looking information
due to a variety of risks, uncertainties and other factors. The
Company's statements containing forward-looking information are
based on the beliefs, expectations, and opinions of management on
the date the statements are made, and the Company does not assume
any obligation to update such forward-looking information if
circumstances or management's beliefs, expectations or opinions
should change, other than as required by applicable law. For the
reasons set forth above, one should not place undue reliance on
forward-looking information.
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Securityholder Communications Advisor Christine Carson
President & CEO Carson Proxy Advisors Tel: (416) 804-0825
Email: christine@carsonproxy.com Media Relations John Vincic
Principal Oakstrom Advisors Tel: (647) 402-6375 Email:
john@oakstrom.com Investor Relations Raj Vyas
Vice-President, Corporate Controller and Corporate Secretary Sierra
Metals Inc. Tel: (416) 366-7777 Email: info@sierrametals.com
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