Logan Energy Corp. Reports Record Q2 2025 Production and Cash Flow with Strong Operations and Management Updates

Logan Energy Corp. reported record Q2 2025 production of 12,013 BOE per day, up 20% from Q1 and 65% YoY. Capital expenditures were $68.6 million, or $42.4 million net of proceeds from dispositions. The company completed its 40 mmcf/d gas plant at Pouce Coupe and generated $26 million in cash proceeds from the sale of a 35% non-operated working interest. Operating netback after hedging averaged $27.86 per BOE, up 32% from Q1.

Logan Energy Corp. (CVE:LGN) has reported record Q2 2025 production of 12,013 BOE (barrels of oil equivalent) per day, marking a significant 20% increase from the previous quarter and a 65% year-over-year (YoY) growth [1]. The company's capital expenditures (Capex) totaled $68.6 million, with $42.4 million net of proceeds from dispositions. Logan Energy completed its 40 mmcf/d gas plant at Pouce Coupe, generating $26 million in cash proceeds from the sale of a 35% non-operated working interest. Operating netback after hedging averaged $27.86 per BOE, up by 32% from Q1 [1].

The company's strong Q2 performance is a testament to its robust operational efficiency and strategic investments. The completion of the Pouce Coupe gas plant and the successful sale of a non-operated working interest have contributed significantly to Logan Energy's financial health. Additionally, the increase in operating netback indicates improved profitability, reflecting the company's ability to optimize its production and hedging strategies.

Logan Energy's stock has seen a recent uptick, trading up 1.4% during mid-day trading on Wednesday, August 7, 2025 [1]. The stock reached a high of C$0.75 and last traded at C$0.73. Analysts have set a target price of C$1.20 for the stock, with a consensus rating of "Strong Buy" and an average target of C$1.49 [1]. Roth Capital has also given the stock a "buy" rating, further boosting investor confidence in Logan Energy's prospects [1].

Despite the positive performance, Logan Energy faces challenges such as regulatory approvals and interconnection timelines for data center deals. The company's acquisition of Calpine is expected to close in the fourth quarter of 2025, which could provide additional growth opportunities [2].

Mount Logan Capital Inc. (Cboe Canada: MLC), a major shareholder in Logan Energy, has also reported strong financial results for the second quarter of 2025. The company's asset management segment generated $8.4 million in fee-related earnings (FRE) for the trailing twelve months, an increase of 28% over the prior year period [3].

In conclusion, Logan Energy Corp. has demonstrated strong financial performance in Q2 2025, with record production and improved profitability. The company's strategic investments and operational efficiency have positioned it well for future growth. However, challenges related to regulatory approvals and data center interconnections remain. Investors should closely monitor these developments and the company's progress in integrating its Calpine acquisition.

References:
[1] https://www.marketbeat.com/instant-alerts/logan-energy-cvelgn-trading-14-higher-heres-why-2025-08-07/
[2] https://www.ainvest.com/news/constellation-energy-corp-q2-2025-earnings-call-highlights-strong-performance-strategic-advancements-2508/
[3] https://www.theglobeandmail.com/investing/markets/stocks/MLC-NE/pressreleases/33981617/mount-logan-capital-inc-announces-second-quarter-2025-financial-results/