Karoon Energy Ltd

Report azionario ASX:KAR

Capitalizzazione di mercato: AU$1.2b

Karoon Energy Gestione

Criteri Gestione verificati 3/4

Karoon Energy Il CEO è Julian Fowles, nominato in Nov2020, e ha un mandato di 4.92 anni. la retribuzione annua totale è $ 1.41M, composta da 42.6% di stipendio e 57.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.26% delle azioni della società, per un valore di A$ 3.02M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.5 anni e 5 anni.

Informazioni chiave

Julian Fowles

Amministratore delegato

US$1.4m

Compenso totale

Percentuale dello stipendio del CEO42.65%
Mandato del CEO4.9yrs
Proprietà del CEO0.3%
Durata media del management3.5yrs
Durata media del Consiglio di amministrazione5yrs

Aggiornamenti recenti sulla gestione

It's Probably Less Likely That Karoon Energy Ltd's (ASX:KAR) CEO Will See A Huge Pay Rise This Year

May 15
It's Probably Less Likely That Karoon Energy Ltd's (ASX:KAR) CEO Will See A Huge Pay Rise This Year

Recent updates

Karoon Energy will target efficiency and cost reduction with Brazilian FPSO acquisition

Karoon Energy Ltd – Fundamental Analysis Company Overview Karoon Energy Ltd is an ASX-listed international oil and gas exploration and production company with assets in: Brazil : Baúna Project (100% interest) USA : Who Dat, Dome Patrol, Abilene (various interests) Australia : Exploration assets Financial Performance 2024 Full-Year Highlights Revenue : US$776.5 million (+14% YoY) Underlying NPAT : US$214.0 million (+3% YoY) Statutory NPAT : US$127.5 million (↓39% YoY due to non-cash tax adjustments and exploration write-offs) Operating Cash Flow : US$434.6 million Free Cash Flow : US$176.6 million Net Debt : US$8.8 million (↓from US$103.7 million in 2023) Capital Returns : US$85.7 million (dividends + buybacks) Q2 2025 Performance Production (NRI) : 2.94 MMboe (↑25% QoQ) Sales Revenue : US$159.7 million (↑7% QoQ) Capex : US$102.9 million (includes Baúna FPSO acquisition) Net Debt : US$237.9 million (↑due to FPSO acquisition and buybacks) ⚙️ Operational Performance Baúna Project (Brazil) 2024 Production : 7.5 MMbbl FPSO Efficiency : 84.5% in 2024; targeted 88–92% in 2025 FPSO Acquisition : Completed April 2025; expected to reduce opex by US$4–6/bbl from 2026 SPS-92 ESP Issue : Temporary production drop; intervention planned for Q2 2026 Who Dat (USA) 2024 Production : 2.9 MMboe (NRI) 2025 Guidance : 2.3–2.8 MMboe Development : Sidetrack drilling and tieback studies underway; FID for East/South expected by early 2026 ️ Reserves & Resources 2P Reserves (2024) : 67.9 MMboe (↓from 77.5 MMboe due to production) 2C Contingent Resources : 121.4 MMboe (↑17% YoY) Includes Neon (Brazil) and Who Dat East/South (USA) Sustainability & ESG Carbon Neutral (Scope 1 & 2) : Achieved since FY21 Net Zero Target : By 2050 or sooner Social Projects : 21 planned for 2025; aligned with UN SDGs 2025 Guidance (as of August 2025) MetricGuidance Total Production9.7–10.5 MMboeUnit Production Cost (NWI)US$12.5–17.5/boeCapexUS$99–117 millionFinance CostsUS$50–60 millionPetrobras PaymentUS$88 million Investment Considerations ✅ Strengths Diversified production base (Brazil + USA) Strong cash generation and liquidity Strategic FPSO acquisition to improve efficiency Mature development pipeline (Neon, Who Dat East/South) Active capital return policy (dividends + buybacks) ⚠️ Risks Operational reliability issues (e.g., ESP failure at Baúna) High capex and net debt increase in 2025 Commodity price volatility Regulatory and environmental risks in Brazil and USA Conclusion Karoon Energy is fundamentally strong with solid financials, a diversified asset base, and a clear strategy for growth and shareholder returns. However, operational execution and commodity price stability will be key to sustaining performance.

It's Probably Less Likely That Karoon Energy Ltd's (ASX:KAR) CEO Will See A Huge Pay Rise This Year

May 15
It's Probably Less Likely That Karoon Energy Ltd's (ASX:KAR) CEO Will See A Huge Pay Rise This Year

Karoon Energy Ltd (ASX:KAR) Shares Fly 27% But Investors Aren't Buying For Growth

May 12
Karoon Energy Ltd (ASX:KAR) Shares Fly 27% But Investors Aren't Buying For Growth
User avatar

Bauna FPSO Acquisition And Neon Project Will Boost Future Profitability

Acquisition of Bauna FPSO and debottlenecking at Who Dat are expected to boost operational efficiency and revenue growth.

Weekly Picks: Bull and Bear cases for NVDA, plus KAR's low-cost advantage

Feb 06
Weekly Picks: Bull and Bear cases for NVDA, plus KAR's low-cost advantage
User avatar

Karoon Energy (ASX:KAR) - Buy Baby Buy 🚀

Forward Oil Price Projections: Established via a Monte Carlo simulation, incorporating geopolitical supply risks, OPEC+ output strategies, and long-term energy transition factors. The base case assume

Here's Why We Think Karoon Energy (ASX:KAR) Might Deserve Your Attention Today

Jul 04
Here's Why We Think Karoon Energy (ASX:KAR) Might Deserve Your Attention Today

Earnings Working Against Karoon Energy Ltd's (ASX:KAR) Share Price

Jun 04
Earnings Working Against Karoon Energy Ltd's (ASX:KAR) Share Price

Is Now The Time To Put Karoon Energy (ASX:KAR) On Your Watchlist?

Mar 05
Is Now The Time To Put Karoon Energy (ASX:KAR) On Your Watchlist?

Investors Don't See Light At End Of Karoon Energy Ltd's (ASX:KAR) Tunnel

Jan 18
Investors Don't See Light At End Of Karoon Energy Ltd's (ASX:KAR) Tunnel

We Think Some Shareholders May Hesitate To Increase Karoon Energy Ltd's (ASX:KAR) CEO Compensation

Nov 17
We Think Some Shareholders May Hesitate To Increase Karoon Energy Ltd's (ASX:KAR) CEO Compensation

Investors Shouldn't Overlook Karoon Energy's (ASX:KAR) Impressive Returns On Capital

Nov 16
Investors Shouldn't Overlook Karoon Energy's (ASX:KAR) Impressive Returns On Capital

Is Karoon Energy (ASX:KAR) Using Too Much Debt?

Sep 28
Is Karoon Energy (ASX:KAR) Using Too Much Debt?

Karoon Energy Ltd (ASX:KAR) Just Released Its Full-Year Earnings: Here's What Analysts Think

Aug 25
Karoon Energy Ltd (ASX:KAR) Just Released Its Full-Year Earnings: Here's What Analysts Think

Little Excitement Around Karoon Energy Ltd's (ASX:KAR) Revenues

Jul 17
Little Excitement Around Karoon Energy Ltd's (ASX:KAR) Revenues

Does Karoon Energy (ASX:KAR) Have A Healthy Balance Sheet?

Apr 04
Does Karoon Energy (ASX:KAR) Have A Healthy Balance Sheet?

Here's Why Karoon Energy (ASX:KAR) Has A Meaningful Debt Burden

Sep 30
Here's Why Karoon Energy (ASX:KAR) Has A Meaningful Debt Burden

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Julian Fowles rispetto agli utili di Karoon Energy?
DataCompenso totaleStipendioUtili della società
Jun 30 2025n/an/a

US$137m

Mar 31 2025n/an/a

US$132m

Dec 31 2024US$1mUS$603k

US$128m

Dec 31 2023n/an/a

US$245m

Jun 30 2023US$2mUS$568k

US$163m

Mar 31 2023n/an/a

US$137m

Dec 31 2022n/an/a

US$111m

Sep 30 2022n/an/a

US$23m

Jun 30 2022US$1mUS$561k

-US$64m

Mar 31 2022n/an/a

-US$78m

Dec 31 2021n/an/a

-US$92m

Sep 30 2021n/an/a

-US$44m

Jun 30 2021US$729kUS$331k

US$4m

Compensazione vs Mercato: La retribuzione totale di Julian ($USD 1.41M ) è superiore alla media delle aziende di dimensioni simili nel mercato Australian ($USD 991.78K ).

Compensazione vs guadagni: La retribuzione di Julian è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Julian Fowles

4.9yrs
Mandato
US$1,412,846
Compensazione

Dr. Julian David Fowles, PhD, BSc(Hons), GDipAFI, GAICD, has been Managing Director, Chief Executive Officer & Director of Karoon Energy Ltd since November 27, 2020. He served as Independent Non-Executive...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Julian Fowles
MD, CEO & Director4.9yrsUS$1.41m0.26%
A$ 3.0m
Raymond Kenneth Church
Executive VP & CFO4.1yrsUS$866.26k0.041%
A$ 479.1k
Marco Brummelhuis
Executive Vice President & Country Manager Brazil1.3yrsUS$573.10kNessun dato
Roland Hamp
Executive Vice President of Technical2.6yrsNessun datoNessun dato
Ann Diamant
Senior Vice President of Communications & Investor Relations4.5yrsNessun datoNessun dato
Stephen Power
Executive Vice President of Commercial & Legalno dataUS$143.48kNessun dato
Daniel Murnane
Executive VP of General Counsel & Company Secretary2.8yrsNessun datoNessun dato
Lino Barro
Engineering Managerno dataUS$448.55kNessun dato
3.5yrs
Durata media

Gestione esperta: Il team dirigenziale di KAR è considerato esperto (durata media dell'incarico 3.5 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Julian Fowles
MD, CEO & Director4.9yrsUS$1.41m0.26%
A$ 3.0m
Peter Robert Botten
Independent Non-Executive Chair5yrsUS$169.64k0.016%
A$ 186.2k
Mark Smith
Adviser to the Board5.9yrsUS$517.68kNessun dato
Luciana de Freitas Rachid
Independent Non-Executive Director9.2yrsUS$85.82k0.0087%
A$ 101.8k
Peter Turnbull
Independent Non Executive Director11.3yrsUS$122.46k0.025%
A$ 291.9k
Melissa Holzberger
Independent Non-Executive Director1.5yrsUS$60.95k0.0033%
A$ 39.0k
Joanne Palmer
Independent Non-Executive Director1.5yrsUS$64.42k0.0025%
A$ 29.3k
Carlos Tadeu da Fraga
Independent Non-Executive Director3.2yrsUS$79.71k0.0029%
A$ 33.6k
5.0yrs
Durata media
68yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di KAR sono considerati esperti (durata media dell'incarico 5 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/10/03 08:44
Prezzo dell'azione a fine giornata2025/10/03 00:00
Utili2025/06/30
Utili annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Karoon Energy Ltd è coperta da 24 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Scott AshtonAPP Securities Pty Ltd.
Dale KoendersBarrenjoey Markets Pty Limited
Matt ChalmersBofA Global Research