NYSE$BSM

Black Stone Minerals LP · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Black Stone Minerals reported first quarter results with a net loss of $7.0 million and distributable cash flow of $92.6 million.

Black Stone Minerals, L.P. announced its first quarter 2022 financial and operating results. The company reported a net loss of $7.0 million, but distributable cash flow increased by 30% to $92.6 million compared to the previous quarter. The company's board approved a cash distribution of $0.40 per unit, a 48% increase from the previous quarter.

  • Mineral and royalty production equaled 29.6 MBoe/d, a decrease of 16% over the prior quarter.
  • Adjusted EBITDA totaled $98.8 million, an increase of 27% over the prior quarter.
  • Distributable cash flow was $92.6 million, an increase of 30% relative to the fourth quarter of 2021.
  • A distribution of $0.40 per unit was announced, a 48% increase from the distribution paid with respect to the fourth quarter of 2021.

Headline financials

Total Revenue

$36.4M

Previous: $61.6M-40.8%
EPS (adj)

-$0.06

Previous: $0.05-220.0%
Oil production (MBbls)

831.0K

No prior period
Natural gas production (MMcf)

112.8M

No prior period
Total production (MBoe)

3.0M

No prior period
Avg daily production (MBoe/d)

32.9

No prior period
Oil realized price ($/Bbl)

$91.25

No prior period
Gas realized price ($/Mcf)

$15.94

No prior period
Realized price ($/Boe)

$51.25

No prior period
Capital Expenditures

-$3.69M

Previous: -$193K-1811.4%
Free Cash Flow

-$10.7M

Previous: $16M-166.8%
Net Income

-$7M

Previous: $16.2M-143.3%
Operating Income

-$5.75M

Previous: $17.2M-133.4%
Gross Profit

$36.4M

Previous: $61.6M-40.8%
Cash & Equivalents

$6.7M

No prior period

Revenue & EPS history

Black Stone Minerals · Revenue · Quarterly

$36.4M

Q1 2022-40.8%vs Q1 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Black Stone Minerals · $36.4M total across 4 segments · Q1 2022

  • Oil & condensate sales
    $75.8M+71.7%
  • Natural gas & NGL sales
    $75.8M+76.6%
  • Lease bonus & other income
    $4.86M+103.7%
  • Derivative gains
    -$120M

Forward guidance

Black Stone Minerals has commodity derivative contracts in place covering portions of its anticipated production for 2022 and 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

-1.3%

Avg return

30 days after

56%

25 / 45 earnings

Positive

+7.2%

Q2 2018

Best reaction

-11.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.3%-6.1%-2.0%
Q4 2025+0.7%+1.6%+3.1%
Q3 2025+2.2%+1.6%+10.8%
Q2 2025+1.1%-3.2%-3.6%
Q1 2025-1.7%-3.8%-4.9%
Q4 2024+1.1%+0.1%+2.3%
Q3 2024+1.2%+0.3%+0.9%
Q2 2024+2.2%+0.4%+0.7%
Q1 2024-0.5%-4.1%-4.0%
Q4 2023+0.1%+1.2%+3.4%
Q3 2023+2.1%+3.6%-1.0%
Q2 2023-2.8%-0.5%-2.2%
Q1 2023-6.5%-5.7%-5.3%
Q4 2022+0.5%-0.4%-5.8%
Q3 2022+3.4%+5.7%+0.4%
Q2 2022-0.3%-1.7%+2.2%
Q1 2022-0.4%-3.0%+3.7%
Q4 2021+0.5%+4.8%+11.7%
Q3 2021-0.9%-2.8%-14.1%
Q2 2021+0.2%-0.2%-3.4%
Q1 2021+3.4%+3.6%-0.5%
Q4 2020-1.4%-5.5%-7.2%
Q3 2020-0.8%+8.8%+19.3%
Q2 2020+3.4%+4.6%-3.7%
Q1 2020+7.0%+17.6%+19.7%
Q4 2019-11.8%-12.5%-54.9%
Q3 2019+0.4%+1.8%-8.9%
Q2 2019-2.3%-3.2%-5.2%
Q1 2019+3.5%-2.0%-9.9%
Q4 2018-2.1%-2.8%-3.7%
Q3 2018+4.9%+0.7%-2.3%
Q2 2018+7.2%+11.1%+7.7%
Q1 2018+2.6%+5.0%+2.0%
Q4 2017-3.5%-4.1%-8.9%
Q3 2017-2.7%-1.4%-2.8%
Q2 2017+0.5%+4.0%+6.6%
Q1 2017+6.5%+6.5%+0.2%
Q4 2016-0.5%-1.0%-7.6%
Q3 2016+4.9%+3.1%+8.9%
Q2 2016-1.9%-4.2%+6.2%
Q1 2016-2.5%
Q4 2015+4.2%
Q3 2015-0.7%
Q2 2015+1.3%
Q1 2015-0.7%
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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