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Cavvy to Hold Conference Call and Webcast to Discuss Third Quarter 2025 Results and Announces Participation at Schachter Catch the Energy Conference
Globenewswire· 2025-10-09 20:11
Not For Distribution to United States News Wire Services or Dissemination in United States CALGARY, Alberta, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Cavvy Energy Ltd. (“Cavvy” or the “Company”) (TSX:CVVY) will release its financial and operating results for the third quarter 2025 on Thursday, November 6, 2025, after market close. President & Chief Executive Officer Darcy Reding and Chief Financial Officer Adam Gray will discuss the financial results and company developments on an investor conference call and webc ...
Tenaz Energy (OTCPK:ATUU.F) M&A Announcement Transcript
2025-10-07 01:00
Tenaz Energy (OTCPK:ATUU.F) M&A Announcement October 06, 2025 08:00 PM ET Speaker0Hello. I'm Tony Moreno, President and CEO of Genas Energy. I'll cover a PowerPoint describing OGENS acquisition. I ask you to please first note the advisories we have at the beginning and the end of the presentation. We'll start with a brief corporate overview that will incorporate a couple of the aspects of GEMS.First of all, the strategic model of the company remains the same, focused on acquisitions in the overseas market. ...
Jim Cramer on ONEOK: “I Can’t Believe it’s This Low”
Yahoo Finance· 2025-09-30 18:04
ONEOK, Inc. (NYSE:OKE) is one of the stocks Jim Cramer shared his take on. When a caller asked if they could buy more of the stock during the lightning round, Cramer said: “Absolutely. Walter Hulse, CFO there is doing an amazing job. So is Pierce Norton. I think that’s a buy. I can’t believe it’s this low.” ONEOK, Inc. (NYSE:OKE) is a midstream energy company providing gathering, processing, storage, transportation, and export services for natural gas, NGLs, refined products, and crude oil. The company ...
NGL Energy Partners (NGL): Among the Energy Stocks that Fell This Week
Yahoo Finance· 2025-09-26 16:03
Core Insights - NGL Energy Partners LP (NYSE:NGL) experienced an 8.91% decline in share price from September 18 to September 25, 2025, making it one of the energy stocks that lost the most during that week [1] - The company is a diversified midstream MLP providing services such as transportation, storage, blending, and marketing of crude oil, NGLs, refined products/renewables, and water solutions [2] - A recent investment by director James Collingsworth, who purchased 100,000 shares valued at approximately $580,000, indicated confidence in the company's future, which initially boosted investor sentiment [3] - Despite the recent share price drop, NGL stock has increased by nearly 37% over the past six months, suggesting a strong performance trend prior to the decline [4]
Here is Why ONEOK (OKE) is Among the Best Oil and Gas Dividend Stocks to Buy Now
Yahoo Finance· 2025-09-24 02:11
Core Insights - ONEOK, Inc. is recognized as one of the best dividend stocks in the oil and gas sector, known for its stable cash flows supported by government-regulated rate structures and long-term contracts [2][3] - The company has nearly doubled its dividend payouts over the last decade, with a recent quarterly dividend declaration of $1.03 per share and $1.3 billion paid in the first half of the year [2][3] Company Overview - ONEOK, Inc. is one of the largest diversified energy infrastructure companies in the United States, operating an extensive network of natural gas liquids (NGLs), natural gas, refined products, and crude oil assets [4] Growth Strategy - The company is focused on increasing cash flows and dividends through several expansion projects, including relocating a gas processing plant to the Permian Basin, expanding its refined products pipeline system to Denver, constructing two new natural gas liquids fractionators, and building an LPG export terminal [3] - ONEOK expects these initiatives to drive an annual dividend growth rate of 3% to 4% in the coming years [3]
Jim Cramer on Occidental Petroleum: “You Don’t Want to Be in It”
Yahoo Finance· 2025-09-22 07:43
Core Viewpoint - Jim Cramer advises against investing in Occidental Petroleum Corporation (NYSE:OXY), labeling it as a subpar oil company with limited growth potential, despite its ownership by Berkshire Hathaway [1]. Company Overview - Occidental Petroleum Corporation engages in the exploration and production of oil, natural gas, and natural gas liquids (NGLs), in addition to operating chemical manufacturing and midstream marketing businesses [1]. Investment Sentiment - Cramer expresses skepticism about the future performance of OXY, indicating that he does not foresee the company receiving any significant bids or an increase in oil prices [1]. - The article suggests that while OXY has potential, there are AI stocks that present greater upside potential and lower downside risk, indicating a shift in investment focus [1].
NGL Energy Partners (NGL) Gained Over 10% This Week. Here is Why.
Yahoo Finance· 2025-09-18 18:39
Core Insights - NGL Energy Partners LP (NYSE:NGL) experienced a share price increase of 10.22% from September 9 to September 16, 2025, making it one of the top-performing energy stocks for that week [1] - The company reached a 5-year high following a significant investment by its director, James Collingsworth, who purchased 100,000 shares valued at approximately $580,000 [3] - Over the past year, NGL Energy Partners LP's share price has surged by more than 40% [3] Company Overview - NGL Energy Partners LP is a diversified midstream Master Limited Partnership (MLP) that offers various services including transportation, storage, blending, and marketing of crude oil, natural gas liquids (NGLs), refined products, renewables, and water solutions [2]
Evolution Petroleum (EPM) - 2025 Q4 - Earnings Call Transcript
2025-09-17 16:02
Financial Data and Key Metrics Changes - Evolution Petroleum reported a net income of $3.4 million and adjusted EBITDA of $8.6 million, reflecting a material improvement driven by a balanced commodity mix and cost controls [4][16] - Total revenues for Fiscal Q4 2025 were $21.1 million, essentially flat year over year, with average production at 7,198 BOE per day [15][16] - Realized natural gas prices increased by 66% year over year, while oil prices declined by 20% and NGL prices declined by 12% [15][16] Business Line Data and Key Metrics Changes - The company closed a $9 million TexMex acquisition, adding approximately 440 net BOE per day of stable, low-decline production [4][5] - The largest minerals-only acquisition in company history was completed, adding approximately 5,500 net royalty acres with roughly 420 net BOE per day [5][6] Market Data and Key Metrics Changes - The demand for oil is expected to grow at a steady rate of over 1% per year, with OPEC Plus adding back supply [7][8] - Natural gas demand is anticipated to increase due to new LNG exports and industrial demand related to power generation [9][10] Company Strategy and Development Direction - The company aims to maximize shareholder returns through durable free cash flow, reliable dividends, and accretive low-decline opportunities [11][19] - The capital allocation framework remains unchanged, focusing on maintaining conservative leverage and positioning the balance sheet for future opportunities [11][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the portfolio and future cash flows, highlighting the ability to adapt to market environments [11][19] - The company is well-positioned to accelerate growth with recent acquisitions and organic opportunities across its asset base [19] Other Important Information - A dividend of $0.12 per share was declared for Fiscal Q1 2026, marking the company's 48th consecutive quarterly dividend [18] - The company amended its senior secured reserve-based credit facility, establishing a $65 million borrowing base under a $200 million revolving credit facility [17] Q&A Session Summary Question: Current run rates for Scoop Stack, Barnett, and Shabbaroo - Management indicated that production rates are in line with previous quarters, with Shabbaroo wells expected to decline approximately 50% over the first year [21][22] Question: CapEx outlook for Fiscal 2026 - The budget for Fiscal 2026 is estimated at $4-6 million, primarily for Scoop Stack and maintenance CapEx [24][25] Question: LOE expectations for Scoop Stack and Barnett - Management expects a material improvement in LOE for Scoop Stack due to the minerals acquisition, while Barnett's LOE is anticipated to decrease slightly [28][34]
Evolution Petroleum (EPM) - 2025 Q4 - Earnings Call Transcript
2025-09-17 16:02
Financial Data and Key Metrics Changes - The company reported a net income of $3.4 million and adjusted EBITDA of $8.6 million, reflecting a 7% year-over-year increase in adjusted EBITDA and a 16% sequential increase [4][17] - Total revenues for Fiscal Q4 2025 were $21.1 million, essentially flat year-over-year, with average production at 7,198 BOE per day [16][17] - Realized natural gas prices increased by 66% year-over-year, while oil prices declined by 20% and NGL prices declined by 12% [17] Business Line Data and Key Metrics Changes - The company closed a $9 million acquisition of TexMex, adding approximately 440 net BOE per day of stable, low-decline production [4][5] - The recent acquisition in the SCOOP/STACK added approximately 5,500 net royalty acres with roughly 420 net BOE per day, enhancing cash flow without additional lifting costs [5][6] Market Data and Key Metrics Changes - The demand for oil is expected to grow at a steady rate of over 1% per year, with OPEC+ continuing to add back supply [7] - The natural gas market is anticipated to see strong forward demand due to increased LNG exports and industrial demand related to new data centers and AI implementation [10] Company Strategy and Development Direction - The company aims to maximize shareholder returns through a disciplined capital allocation framework, focusing on durable free cash flow and reliable dividends [12][20] - The strategy includes pursuing accretive low-decline opportunities, both organic and inorganic, to enhance per share value over time [12][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the portfolio and future cash flows, highlighting the ability to adapt to market conditions and capitalize on opportunities [12][20] - The company remains cautious about drilling activities, preferring to wait for favorable commodity prices before making significant investments [28] Other Important Information - The company declared a $0.12 per share dividend for Fiscal Q1 2026, marking the 48th consecutive quarterly dividend [19] - The company amended its senior secured reserve-based credit facility, establishing a $65 million borrowing base under a $200 million revolving credit facility [18] Q&A Session Summary Question: Current run rates for SCOOP/STACK, Barnett, and Shabbaroo - Management indicated that production rates are in line with previous quarters, with Shabbaroo wells expected to decline approximately 50% over the first year [22][23] Question: CapEx outlook for Fiscal 2026 - The budget for Fiscal 2026 is estimated at $4 million to $6 million, primarily for SCOOP/STACK and maintenance CapEx [25] Question: LOE expectations for SCOOP/STACK and Barnett - Management expects a material improvement in LOE due to the minerals acquisition, with current levels for Barnett anticipated to decrease slightly [29][35]
Evolution Petroleum (EPM) - 2025 Q4 - Earnings Call Transcript
2025-09-17 16:02
Financial Data and Key Metrics Changes - Evolution Petroleum reported a net income of $3.4 million and adjusted EBITDA of $8.6 million, reflecting a material improvement driven by a balanced commodity mix and cost controls [4][16] - Total revenues for Fiscal Q4 2025 were $21.1 million, essentially flat year over year, with average production at 7,198 BOE per day [15][16] - Realized natural gas prices increased by 66% year over year, while oil prices declined by 20% and NGL prices declined by 12% [15][16] Business Line Data and Key Metrics Changes - Average production was 7,198 BOE per day, with a revenue mix of 61% oil, and natural gas and NGLs providing a meaningful offset [4] - The TexMex acquisition added approximately 440 net BOE per day of stable, low-decline production, with a 60/40 mix of oil and natural gas [5][6] - The recent acquisition in the Scoop Stack added approximately 420 net BOE per day, enhancing the company's mineral cash flows without lifting costs [5][6] Market Data and Key Metrics Changes - The demand for oil is expected to grow at a steady rate of over 1% per year, with OPEC Plus adding back supply [7] - Natural gas demand is anticipated to increase due to incremental LNG exports and industrial demand related to new data centers and AI implementation [9][10] Company Strategy and Development Direction - The company aims to maximize shareholder returns through durable free cash flow, reliable dividends, and pursuing accretive low-decline opportunities [11][19] - The recent acquisitions are part of a strategy to enhance capital efficiency and adapt to market environments [6][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the portfolio and future cash flows, highlighting the ability to navigate volatile oil markets [19] - The company remains focused on maintaining conservative leverage and positioning the balance sheet for future opportunities [11][19] Other Important Information - A dividend of $0.12 per share was declared for Fiscal Q1 2026, marking the company's 48th consecutive quarterly dividend [18] - The company amended its senior secured reserve-based credit facility, establishing a $65 million borrowing base under a $200 million revolving credit facility [17] Q&A Session Summary Question: Current run rates for Scoop Stack, Barnett, and Shabbaroo - Management indicated that production rates are in line with previous quarters, with Shabbaroo wells expected to decline approximately 50% over the first year [21][22] Question: CapEx outlook for Fiscal 2026 - The budget for Fiscal 2026 is projected to be around $4-6 million, primarily for Scoop Stack and maintenance CapEx [24] Question: LOE expectations for Scoop Stack and Barnett - Management expects LOE for Scoop Stack to remain stable, with potential improvements from the minerals acquisition [28][34]