What is Kolibri Global's latest dividend and current dividend yield?

What were the key takeaways from Kolibri Global's earnings call?

What is the market's earnings forecast for Kolibri Global next quarter?

What guidance did Kolibri Global's management provide for the next earnings period?

Did Kolibri Global beat or miss consensus estimates last quarter?

What were the key takeaways from Kolibri Global’s earnings call?

What is the revenue and EPS growth rate for Kolibri Global year over year?

What factors drove the changes in Kolibri Global's revenue and profit?

- **H2 Growth Catalysts**: 9 new wells expected to boost production and cash flow in Q3/Q4 2025.
- **Financial Flexibility**: Borrowing base increased 30% to $65M, supporting drilling and buybacks.
- **Resilience to Low Prices**: Lovina wells remain economic at $60/bbl, with no immediate plans to halt completions.
- **Shareholder Returns**: 130,000 shares repurchased in July, with buybacks continuing alongside capital spending.

**【CEO Opening Remarks】**
- Q2 2025 production reached 3,200 BOE/day, despite temporarily shutting in 540 BOE/day for Lovina completions. Wells are now back online, with some dewatering.
- Operating expenses remain low at $7.15/BOE. New wells (Barnes 6-31-2H/3H) are being drilled, with 9 new wells expected to come online in H2 2025.
- Share buybacks continued in July, purchasing 130,000 shares.

**【CFO Financial Summary】**
- Net revenue decreased 22% to $10.8M (Q2 2025) due to 24% lower oil prices and shut-in wells.
- Adjusted EBITDA fell 23% to $7.7M, driven by lower prices. Net income was $2.9M vs. $4.1M prior year.
- Year-to-date (YTD) production up 13% to 3,646 BOE/day, with borrowing base increased 30% to $65M.
- 2025 YTD net income rose 16% to $8.6M due to lower expenses and commodity gains.

**【Q&A Highlights】**
- **Production Guidance**: Maintaining current guidance despite lower oil prices; 9 new wells expected to boost H2 cash flow.
- **Capital Allocation**: Proceeding with completions as Lovina wells remain economic at $60/bbl. Buybacks will continue alongside drilling.
- **Lovina Wells**: Higher liquids content than expected, with minimal gas interference. Testing ongoing for Forguson well.
- **Price Sensitivity**: Monitoring oil prices, but no plans to delay completions unless prices drop significantly.

Kolibri Global Energy Inc. (KGEI) Q2 2025 Earnings Call Transcript

- **Production Surge**: 23% YoY increase to 4,077 BOE/d, fueled by 2024 drilling.
- **Cost Efficiency**: 15% opex reduction to $7.07/BOE, 25% faster drilling times.
- **Profit Growth**: 72% net income jump to $5.8M, 24% EBITDA expansion.
- **Shareholder Returns**: Buyback plans announced amid low breakeven oil price.
- **Operational Momentum**: Q3 Lovina onstream with scalable drilling cost improvements.

**【CEO Opening Remarks】**
- Q1 2025 production increased 23% YoY to 4,077 BOE/d, driven by 2024 drilling completions.
- Operating expenses reduced 15% to $7.07/BOE, with drilling time cut 25% in latest 1.5-mile lateral wells.
- Breakeven oil price remains low, enabling strong returns even at lower price points.

**【CFO Financial Highlights】**
- Net income rose 72% to $5.8M (EPS $0.16 vs $0.09 prior year).
- Adjusted EBITDA increased 24% to $12.8M, driven by 15% revenue growth to $16.4M.
- Operating netback of $37.55/BOE, down 1% YoY due to lower oil prices but offset by improved hedging.

**【CEO Strategic Update】**
- Committed to returning capital to shareholders via share buybacks.
- Drilling cost improvements expected to continue, with 2H 2025 wells leveraging lessons from Q1 pad drilling.
- Lovina wells expected to come online in Q3, with simultaneous frac crew operations on adjacent pads.

**【Q&A Key Takeaways】**
- Drilling cost savings material but not yet quantified; full data to be disclosed post-cost reconciliation.
- 2H 2025 drilling locations prepared but timing TBD; updates to follow as plans solidify.
- Lovina production ramp to precede East-side completions, with frac crew seamless transition between pads.

KGEI

KGEI fundamentals

Earnings Call

You can ask Aime