NYSE$REPX

Riley Exploration Permian Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Riley Exploration Permian reported financial and operational results for the fiscal third quarter ended June 30, 2021.

Riley Exploration Permian reported a net loss of $21.5 million, but increased total net equivalent production by 35% compared to the same period in 2020. The company generated Adjusted EBITDAX of $22.5 million and realized a Cash Margin of $35.11/Boe before derivative settlements. They also completed a $47 million net capital raise in July 2021 to accelerate their Enhanced Oil Recovery program.

  • Total net equivalent production increased by 35% to 9.1 MBoe/d compared to the same period in 2020.
  • Net loss was $21.5 million, with Income from Operations of $19.3 million.
  • Cash Margin was $35.11/Boe before derivative settlements or $25.80/Boe after derivative settlements.
  • Completed a $47 million net capital raise in July 2021 to fund the Enhanced Oil Recovery program.

Headline financials

Total Revenue

$42.1M

Previous: $765K+5409.7%
EPS (adj)

$0.43

Previous: -$33.85+101.3%
Realized Oil Price

$64.55

Previous: $36.03+79.2%
Oil Production

6.7K

No prior period
Adjusted EBITDAX

$22.5M

No prior period
Capital Expenditures

-$40.2M

Previous: -$113K-35497.3%
Free Cash Flow

-$61.7M

Previous: -$926K-6565.9%
Net Income

-$21.5M

Previous: -$813K-2544.6%
Operating Income

$19.3M

Previous: -$812K+2474.1%
Gross Profit

$7.62M

Previous: $765K+896.2%
Cash & Equivalents

$6.89M

Previous: $2.55M+170.9%
Total Assets

$363M

Previous: $7.38M+4818.3%
Stock-Based Comp

$782K

No prior period

Revenue & EPS history

Riley Exploration · Revenue · Quarterly

$42.1M

Q3 2021+5,409.7%vs Q3 2020
Beat estimate in 4 of 4 quarters(100%)
ActualEstimate

Forward guidance

Riley Permian forecasts fiscal fourth quarter 2021 oil production to average 6.6 MBbls per day to 7.2 MBbls per day, with total equivalent production to average 8.7 MBoe per day to 9.6 MBoe per day.

Tailwinds

  • Fiscal fourth quarter 2021 capital expenditures before acquisitions to total approximately $20 million to $26 million.
  • Accelerated the development of its EOR program with estimated fiscal fourth quarter 2021 capital expenditures before acquisitions related to drilling vertical injection wells
  • Accelerated the development of its EOR program with estimated fiscal fourth quarter 2021 capital expenditures before acquisitions related to purchase of water and gas line infrastructure
  • Accelerated the development of its EOR program with estimated fiscal fourth quarter 2021 capital expenditures before acquisitions related to purchase of the CO2 connection equipment.
  • Certain drilling & completions capital expenditures are now forecasted to be invested during the fiscal fourth quarter 2021.

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 Q3 2021

Historical avgQ3 2021

+0.3%

Avg return

Earnings day

+8.7%

Avg return

5 days after

+11.4%

Avg return

30 days after

44%

28 / 64 earnings

Positive

+21.0%

Q1 2019

Best reaction

-18.3%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.3%-5.5%-5.8%
Q4 2025+8.7%+8.1%+23.4%
Q3 2025-3.2%+3.7%+9.4%
Q1 2025+6.8%+18.4%+8.9%
Q4 2024+1.6%-2.2%-12.5%
Q3 2024+16.8%+22.9%+16.3%
Q2 2024+5.3%+11.0%+6.1%
Q1 2024+5.4%+0.9%+0.3%
Q4 2023+14.1%+13.7%+17.9%
Q3 2023-18.3%-16.8%-18.9%
Q2 2023-10.2%-6.9%-11.4%
Q1 2023-14.3%-16.6%-3.7%
Q4 2022+0.9%-0.6%+30.0%
Q3 2022+0.9%-3.9%-10.3%
Q2 2022-1.0%+4.9%+25.4%
Q1 2022+7.5%-5.3%+10.5%
Q4 2021+10.5%+3.0%+36.6%
Q3 2021-12.2%-13.2%+6.0%
Q2 2021-0.4%-7.8%+28.4%
Q4 2020+15.2%+28.4%+46.9%
Q3 2020-5.6%+9.8%+37.0%
Q2 2020+1.2%+2.4%+14.3%
Q1 2020-4.2%+12.5%+8.3%
Q4 2017+0.0%+20.0%+17.8%
Q4 2016+0.0%+20.0%+17.8%
Q4 2018+0.0%+20.0%+17.8%
Q4 2019+0.0%+20.0%+17.8%
Q3 2019-10.0%-5.1%-22.0%
Q2 2019-3.2%-2.8%-12.5%
Q1 2019+21.0%+6.8%+3.9%
Q3 2018+9.1%+10.0%-3.0%
Q2 2018+0.8%+4.0%+3.0%
Q1 2018-1.4%-5.6%+11.3%
Q3 2017+3.3%+3.3%+23.0%
Q2 2017+2.6%-3.2%+9.7%
Q1 2017+0.0%+169.2%+74.4%
Q3 2016+11.2%+11.1%+14.3%
Q2 2016+2.6%+2.6%-4.3%
Q1 2016-6.2%
Q4 2015-5.6%
Q3 2015+8.8%
Q2 2015-0.2%
Q1 2015-4.6%
Q4 2014-2.9%
Q3 2014-5.6%
Q2 2014-4.9%
Q4 2013-4.5%
Q1 2014-4.5%
Q3 2013-8.6%
Q2 2013+1.5%
Q1 2013-4.0%
Q4 2012-4.0%
Q3 2012-7.8%
Q2 2012-3.7%
Q1 2012-2.7%
Q4 2009+4.8%
Q4 2011+4.8%
Q3 2011+7.7%
Q4 2010+8.1%
Q2 2011+8.1%
Q1 2011-0.8%
Q3 2010-6.9%
Q2 2010-0.2%
Q1 2010+2.1%

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