Kolibri Global Energy Inc (KGEI) Q4 2024 Earnings Call Highlights: Strong Production Growth ...
  • Revenue: $58.5 million for 2024, a 60% increase from the prior year.

  • Adjusted EBITDA: $44 million, a 28% increase from 2023.

  • Net Income: $18.1 million for 2024, a 6% decrease from $19.3 million in 2023.

  • Basic EPS: $0.51 per share in 2024, compared to $0.54 in 2023.

  • Average Production: 3,478 BOE per day in 2024, a 24% increase from 2,796 BOE per day in 2023.

  • Operating Expenses: $7.44 per BOE for 2024, compared to $6.61 in 2023.

  • CapEx: $31.3 million in 2024, a 41% decrease from $53.2 million in 2023.

  • Netback from Operations: $38.34 per BOE in 2024, down from $42.97 in 2023.

  • Net Debt: $28.9 million at the end of 2024.

  • Fourth Quarter Revenue: $17.4 million, a 29% increase from the prior year quarter.

  • Fourth Quarter Net Income: $5.6 million, compared to $4.8 million in the prior year quarter.

  • Fourth Quarter Operating Expenses: $6.59 per BOE, a 6% decrease from the prior year quarter.

  • Share Buyback: 280,656 shares purchased for about $1.1 million in 2024.

Release Date: March 26, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Kolibri Global Energy Inc (NASDAQ:KGEI) achieved a 24% increase in production over 2023, while keeping capital expenditures below the low end of their guidance.

  • The company successfully drilled three longer lateral wells, increasing reservoir access by 50% with only a 15% increase in drilling time, enhancing operational efficiency.

  • Operating expenses remained low, with an average of $7.44 per BOE, contributing to strong unhedged netbacks of $38.54 per barrel.

  • Kolibri Global Energy Inc (NASDAQ:KGEI) reported a 24% increase in year-end crude reserves compared to 2023, indicating significant resource growth.

  • The company increased its line of credit to $50 million, providing additional financial flexibility for future operations.

Negative Points

  • Net income decreased by 6% to $18.1 million in 2024, with basic EPS dropping from $0.54 to $0.51 per share compared to 2023.

  • Operating expenses per BOE increased from $6.61 in 2023 to $7.44 in 2024, partially due to prior year cost true-ups.

  • Netback from operations decreased to $38.34 per BOE from $42.97 in the prior year, affected by lower average prices and higher operating expenses.

  • The company experienced a 7% decrease in average prices, impacting revenue despite increased production.

  • Kolibri Global Energy Inc (NASDAQ:KGEI) plans to use credit facilities to manage working capital, indicating potential reliance on external financing.

Q & A Highlights

Q: What is Kolibri Global Energy's net revenue interest in the Lovina wells? A: Wolf Regener, President and CEO, stated that the net revenue interest in the Lovina wells is approximately 79%.