Gibson Energy（8GB）株式概要ギブソン・エナジー社はその子会社とともに、カナダと米国で液体と精製品の収集、貯蔵、最適化、処理に従事している。 詳細8GB ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績3/6財務の健全性1/6配当金5/6報酬当社が推定した公正価値より62.9%で取引されている 収益は年間15.54%増加すると予測されています 過去5年間の収益は年間1.2%増加しました。 リスク分析利払いは収益で十分にカバーされない 5.69%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る8GB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,100 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA486,100 investors already sharing narrativesYour Fair Value€Current Price€19.60118.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-365m13b2016201920222025202620282031Revenue CA$9.9bEarnings CA$130.5mAdvancedSet Fair ValueView all narrativesGibson Energy Inc. 競合他社Friedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.4bDeutsche RohstoffSymbol: XTRA:DR0Market cap: €421.5mHafniaSymbol: OB:HAFNIMarket cap: NOK 35.1bChina Suntien Green EnergySymbol: SEHK:956Market cap: HK$26.8b価格と性能株価の高値、安値、推移の概要Gibson Energy過去の株価現在の株価CA$19.6052週高値CA$20.4052週安値CA$13.80ベータ0.601ヶ月の変化7.10%3ヶ月変化12.00%1年変化24.05%3年間の変化49.62%5年間の変化29.80%IPOからの変化73.45%最新ニュースDeclared Dividend • Jul 30Second quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th September 2026 Payment date: 16th October 2026 Dividend yield will be 6.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (175% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 94% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: CA$0.49 (vs CA$0.37 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.49 (up from CA$0.37 in 2Q 2025). Revenue: CA$4.83b (up 75% from 2Q 2025). Net income: CA$82.9m (up 37% from 2Q 2025). Profit margin: 1.7% (down from 2.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.1%. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Jul 28Gibson Energy Inc. Declares Quarterly Dividend, Payable on October 16, 2026Gibson Energy Inc. announced that in July, the Board declared a quarterly dividend of $0.45 per common share, payable on October 16, 2026, to shareholders of record at the close of business on September 29, 2026.お知らせ • Jul 07Gibson Energy Inc. to Report Q2, 2026 Results on Jul 27, 2026Gibson Energy Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026Upcoming Dividend • Jun 22Upcoming dividend of CA$0.45 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 17 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.9%).Declared Dividend • May 21First quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th June 2026 Payment date: 17th July 2026 Dividend yield will be 7.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (196% earnings payout ratio) nor is it covered by cash flows (124% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 118% to bring the payout ratio under control. EPS is expected to grow by 60% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.最新情報をもっと見るRecent updatesDeclared Dividend • Jul 30Second quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th September 2026 Payment date: 16th October 2026 Dividend yield will be 6.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (175% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 94% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: CA$0.49 (vs CA$0.37 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.49 (up from CA$0.37 in 2Q 2025). Revenue: CA$4.83b (up 75% from 2Q 2025). Net income: CA$82.9m (up 37% from 2Q 2025). Profit margin: 1.7% (down from 2.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.1%. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Jul 28Gibson Energy Inc. Declares Quarterly Dividend, Payable on October 16, 2026Gibson Energy Inc. announced that in July, the Board declared a quarterly dividend of $0.45 per common share, payable on October 16, 2026, to shareholders of record at the close of business on September 29, 2026.お知らせ • Jul 07Gibson Energy Inc. to Report Q2, 2026 Results on Jul 27, 2026Gibson Energy Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026Upcoming Dividend • Jun 22Upcoming dividend of CA$0.45 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 17 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.9%).Declared Dividend • May 21First quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th June 2026 Payment date: 17th July 2026 Dividend yield will be 7.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (196% earnings payout ratio) nor is it covered by cash flows (124% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 118% to bring the payout ratio under control. EPS is expected to grow by 60% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • May 06Gibson Energy Inc. Declares Quarterly Dividend, Payable on July 17, 2026Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.45 per common share, payable on July 17, 2026, to shareholders of record at the close of business on June 29, 2026.お知らせ • Apr 11Gibson Energy Inc. to Report Q1, 2026 Results on May 04, 2026Gibson Energy Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 04, 2026お知らせ • Feb 24Gibson Energy Inc., Annual General Meeting, May 05, 2026Gibson Energy Inc., Annual General Meeting, May 05, 2026.お知らせ • Feb 18Gibson Energy Inc. Declares Quarterly Dividend, Payable on April 17, 2026Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.45 per common share, an increase of $0.02 per common share per quarter. The quarterly dividend is payable on April 17, 2026, to shareholders of record at the close of business on March 30, 2026.お知らせ • Feb 17Gibson Energy Inc. has completed a Follow-on Equity Offering in the amount of CAD 200.02285 million.Gibson Energy Inc. has completed a Follow-on Equity Offering in the amount of CAD 200.02285 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,591,000 Price\Range: CAD 26.35お知らせ • Feb 11Gibson Energy Inc. has filed a Follow-on Equity Offering in the amount of CAD 200.02285 million.Gibson Energy Inc. has filed a Follow-on Equity Offering in the amount of CAD 200.02285 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,591,000 Price\Range: CAD 26.35お知らせ • Jan 14Gibson Energy Inc. to Report Q4, 2025 Results on Feb 17, 2026Gibson Energy Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 17, 2026お知らせ • Nov 05Gibson Energy Inc. Appoints Blake Hotzel as SVP, Commercial Development U.SGibson Energy Inc. announced the expansion of leadership team with the appointment of Blake Hotzel as SVP, Commercial Development U.S., bringing over 20 years of commercial and U.S. expertise, including roles at Tallgrass and Phillips 66.お知らせ • Nov 04Gibson Energy Inc. Declares Dividend, Payable on January 16, 2026Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.43 per common share, payable on January 16, 2026, to shareholders of record at the close of business on December 30, 2025.お知らせ • Oct 09Gibson Energy Inc. to Report Q3, 2025 Results on Nov 03, 2025Gibson Energy Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025お知らせ • Aug 20Gibson Energy Inc. announced that it has received CAD 375 million in fundingOn August 20, 2025, Gibson Energy Inc. closed the transaction.お知らせ • Aug 19Gibson Energy Inc. announced that it expects to receive CAD 375 million in fundingGibson Energy Inc. announced a private placement to issue senior unsecured notes of CAD 375 million on August 18, 2025. The notes will have an interest rate of 4.45% and maturity date August 20, 2032. The transaction is expected to close on August 20, 2025, subject to customary closing conditions.お知らせ • Jul 29Gibson Energy Inc. Approves Quarterly Dividend, Payable on October 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.43 per common share, payable on October 17, 2025, to shareholders of record at the close of business on September 30, 2025.お知らせ • Jul 11Gibson Energy Inc. to Report Q2, 2025 Results on Jul 28, 2025Gibson Energy Inc. announced that they will report Q2, 2025 results After-Market on Jul 28, 2025お知らせ • May 06Gibson Energy Inc. Approves Quarterly Dividend, Payable on July 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.43 per common share, payable on July 17, 2025, to shareholders of record at the close of business on June 30, 2025.お知らせ • Apr 09Gibson Energy Inc. to Report Q1, 2025 Results on May 05, 2025Gibson Energy Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 05, 2025お知らせ • Feb 25Gibson Energy Inc., Annual General Meeting, May 06, 2025Gibson Energy Inc., Annual General Meeting, May 06, 2025.お知らせ • Feb 19Gibson Energy Inc. Declares Quarterly Dividend, Payable on April 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved and declared a quarterly dividend of $0.43 per common share, representing a 5% increase of $0.02 per common share per quarter. The quarterly dividend is payable on April 17, 2025, to shareholders of record at the close of business on March 31, 2025.お知らせ • Feb 05+ 1 more updateGibson Energy Inc. Announces Chief Financial Officer TransitionGibson Energy Inc. announced that Sean Brown has stepped down from his role as Chief Financial Officer. Concurrently, the Company announced that effective immediately Riley Hicks, Senior Vice President, Corporate Development, Marketing & Strategy, will succeed Mr. Brown as Chief Financial Officer. Mr. Hicks joined Gibson in 2018 and most recently held the position of Senior Vice President, Corporate Development, Marketing & Strategy. Prior to this position, Riley held various leadership roles across the finance, commercial, and marketing organizations. Before joining the Company, Riley developed a comprehensive understanding of the midstream and energy sector through experience in accounting, equity research, and corporate valuation consulting for energy clients. Riley holds a Bachelor of Science in Economics degree from Trinity College, an MBA from Northeastern University, and is a member of the Chartered Professional Accountants of Canada and Alberta (CPA).お知らせ • Jan 17Gibson Energy Inc. to Report Q4, 2024 Results on Feb 18, 2025Gibson Energy Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025Declared Dividend • Nov 03Third quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 31st December 2024 Payment date: 17th January 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio). However, it is covered by cash flows (52% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 34% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CA$0.33 (vs CA$0.13 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.33 (up from CA$0.13 in 3Q 2023). Revenue: CA$2.90b (down 10% from 3Q 2023). Net income: CA$53.9m (up 161% from 3Q 2023). Profit margin: 1.9% (up from 0.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to fall by 5.8% p.a. on average during the next 3 years compared to a 1.4% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Oct 30Gibson Energy Inc. Declares Quarterly Dividend, Payable on January 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.41 per common share payable on January 17, 2025, to shareholders of record at the close of business December 31, 2024. This dividend is designated as an eligible dividend for Canadian income tax purposes. For non-resident shareholders, Gibson’s dividends are subject to Canadian withholding tax.お知らせ • Oct 02Gibson Energy Inc. to Report Q3, 2024 Results on Oct 29, 2024Gibson Energy Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024Upcoming Dividend • Sep 20Upcoming dividend of CA$0.41 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 17 October 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 7.4%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%).Recent Insider Transactions • Sep 06Key Executive recently bought €681k worth of stockOn the 4th of September, Curtis Philippon bought around 46k shares on-market at roughly €14.81 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Curtis' only on-market trade for the last 12 months.Declared Dividend • Aug 04Second quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 27th September 2024 Payment date: 17th October 2024 Dividend yield will be 8.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (144% earnings payout ratio). However, it is covered by cash flows (85% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 60% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: CA$0.39 (vs CA$0.37 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.39 (up from CA$0.37 in 2Q 2023). Revenue: CA$3.23b (up 24% from 2Q 2023). Net income: CA$63.3m (up 22% from 2Q 2023). Profit margin: 2.0% (in line with 2Q 2023). Revenue is expected to decline by 33% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 36%. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jul 30Gibson Energy Inc. Declares Dividend, Payable on October 17, 2024Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.41 per common share payable on October 17, 2024, to shareholders of record at the close of business September 30, 2024.Buy Or Sell Opportunity • Jul 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to €15.10. The fair value is estimated to be €18.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 21% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.お知らせ • Jul 02+ 1 more updateGibson Energy Inc. Appoints Curtis Philippon as Chief Executive Officer, Effective August 29, 2024Gibson Energy Inc. announce its Board of Directors has unanimously appointed Curtis Philippon as the Company’s Chief Executive Officer, effective August 29, 2024. Mr. Philippon brings over 20 years’ experience in the North American energy sector in increasingly senior roles, including most recently, as Executive Vice President, Superior Plus and President, Certarus. Prior to this role, Curtis was the President & CEO of Certarus Ltd., where under his successful leadership built an industry leading low carbon energy distribution business focused on CNG, RNG and hydrogen, grew EBITDA by over 50 times and completed a corporate sale for proceeds in excess of $1 billion in 2022. Once Mr. Philippon assumes the role, he will be meeting with key stakeholders and immersing himself in the Company’s strategic priorities, to maintain the commitment to deliver value to shareholders and execute the long-term strategy. In his new role, he will have oversight of the leadership team and oversee all aspects of the Company. Mr. Philippon served as Executive Vice President overseeing the Canadian Superior Propane and Superior Gas Liquids business units in addition to being the President of Certarus. Curtis originally joined Certarus as the Vice President Finance & CFO in June 2014 and progressed to Certarus President & CEO in November 2016 and EVP Superior Plus in February 2024. Curtis holds a Bachelor of Commerce from the University of Alberta, a CPA CMA designation and an MBA from the University of Calgary.お知らせ • Jun 25Gibson Energy Inc. to Report Q2, 2024 Results on Jul 29, 2024Gibson Energy Inc. announced that they will report Q2, 2024 results After-Market on Jul 29, 2024Upcoming Dividend • Jun 21Upcoming dividend of CA$0.41 per shareEligible shareholders must have bought the stock before 28 June 2024. Payment date: 17 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).Buy Or Sell Opportunity • Jun 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €15.50. The fair value is estimated to be €19.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 21% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.Buy Or Sell Opportunity • May 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to €15.10. The fair value is estimated to be €19.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 15% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.Declared Dividend • May 06First quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 28th June 2024 Payment date: 17th July 2024 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (147% earnings payout ratio). However, it is covered by cash flows (59% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 64% to bring the payout ratio under control. EPS is expected to grow by 59% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Buy Or Sell Opportunity • May 02Now 21% undervaluedOver the last 90 days, the stock has risen 4.2% to €15.00. The fair value is estimated to be €18.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 15% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.New Risk • Apr 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Dividend is not well covered by earnings (145% payout ratio). Profit margins are more than 30% lower than last year (1.4% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding). Significant insider selling over the past 3 months (€476k sold).Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CA$0.25 (vs CA$0.62 in 1Q 2023)First quarter 2024 results: EPS: CA$0.25 (down from CA$0.62 in 1Q 2023). Revenue: CA$3.29b (up 39% from 1Q 2023). Net income: CA$40.5m (down 54% from 1Q 2023). Profit margin: 1.2% (down from 3.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 28% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Gibson Energy Inc. Declares Dividend, Payable on July 17, 2024Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.41 per common share payable on July 17, 2024, to shareholders of record at the close of business June 28, 2024.お知らせ • Apr 12Gibson Energy Inc. to Report Q1, 2024 Results on Apr 29, 2024Gibson Energy Inc. announced that they will report Q1, 2024 results After-Market on Apr 29, 2024Upcoming Dividend • Mar 20Upcoming dividend of CA$0.41 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 17 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.4%).Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 9.4% to €15.10. The fair value is estimated to be €18.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to decline by 14% per annum. Earnings are forecast to grow by 9.3% per annum over the same time period.Declared Dividend • Feb 25Fourth quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 27th March 2024 Payment date: 17th April 2024 Dividend yield will be 8.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 22% to bring the payout ratio under control. EPS is expected to grow by 17% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Feb 23Gibson Energy Inc., Annual General Meeting, Apr 30, 2024Gibson Energy Inc., Annual General Meeting, Apr 30, 2024.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: CA$1.43 (vs CA$1.53 in FY 2022)Full year 2023 results: EPS: CA$1.43 (down from CA$1.53 in FY 2022). Revenue: CA$11.0b (flat on FY 2022). Net income: CA$214.2m (down 4.0% from FY 2022). Profit margin: 1.9% (down from 2.0% in FY 2022). Revenue is forecast to decline by 32% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 14Now 20% undervaluedOver the last 90 days, the stock has risen 2.9% to €14.00. The fair value is estimated to be €17.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to decline by 28% per annum. Earnings are forecast to grow by 9.4% per annum over the same time period.Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Craig Richardson was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 23Gibson Energy Inc. to Report Q4, 2023 Results on Feb 20, 2024Gibson Energy Inc. announced that they will report Q4, 2023 results After-Market on Feb 20, 2024お知らせ • Jan 10Gibson Energy Inc. Appoints Craig V. Richardson to its Board of DirectorsGibson Energy Inc. announced the appointment of Craig V. Richardson to its Board effective January 9, 2024. Mr. Richardson is Executive Vice President, Chief Legal Officer and Corporate Secretary at Union Pacific Corporation. In this role, he oversees all aspects of the company's legal affairs, including commercial transactions and litigation, labour and employment and regulatory matters. Prior to joining Union Pacific Mr. Richardson was principal shareholder at Greenberg Traurig, and Vice President and General Counsel of the El Paso Pipeline Group. Notably, Mr. Richardson has held various national security positions in the United States government, and he is a retired commander in the United States Navy Reserve. Mr. Richardson holds a bachelor's degree from Pomona College, a master's degree from Princeton University's School of Public and International Affairs and a J.D. degree from Stanford University. As part of joining Gibson's Board of Directors, Mr. Richardson will also serve on the Audit Committee and the Health and Safety Committee.お知らせ • Jan 06Gibson Energy Inc. Announces Resignation of John Festival from its Board of DirectorsGibson Energy Inc. announced that John Festival has resigned from its Board of Directors, effective immediately, in order to focus on his increasing professional commitments. John Festival was appointed a Director of Gibson in 2018 and served as a member of both the Health and SafetyCommittee and the Sustainability and ESG Committee. During his time with the Gibson Board, John leveraged his over three decades of experience in the oil and gas industry to provide valuable guidance and insight.Upcoming Dividend • Dec 21Upcoming dividend of CA$0.39 per share at 7.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 17 January 2024. Payout ratio is on the higher end at 100%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.1%).お知らせ • Dec 05Gibson Energy Inc. Announces Board and Committee AppointmentsGibson Energy Inc. also announced the appointment of two new directors to its Board effective December 5, 2023: Maria Hooper, an internationally recognized energy executive and Khalid Muslih, a growth and transformation executive, both of whom have extensive experience with the US and global energy markets and Gibson's newly acquired Gateway Terminal. With these changes, Gibson's Board will comprise eleven directors, five of whom will have been appointed in the past three years, demonstrating its commitment to board rejuvenation and strong governance practices. In addition, over 50% of Gibson's Board positions will now be held by members of diverse communities, exceeding Environmental, Social and Governance (‘ESG’) Targets in these areas. As a part of joining Gibson's Board of Directors, Maria will also serve on the Audit Committee and Health and Safety Committee, and Khalid will serve on the Corporate Governance, Compensation and Nomination Committee and Sustainability and ESG Committee. About Maria Hooper: Maria is a global energy industry executive with over 30 years' experience driving growth in financial results, leading adaptive change and ensuring long-term sustainability for leading energy organizations, most recently as Senior Vice President, Commercial, at Phillips 66. Ms. Hooper is an innovative business builder who collaborates internally and externally to identify and capitalize on new opportunities in the market, and consistently gains stakeholder and team commitment to exceed business targets. Earlier in her career, she served in senior leadership roles at ConocoPhillips and in various positions at Producers Energy Trading, LLC, Apache Corporation and ANR Pipeline. Ms. Hooper earned a Bachelor of Science degree in Petroleum Engineering from The University of Texas at Austin. About Khalid Muslih: Khalid is the Chief Executive Officer of Manchester Energy, an EnCap Flatrock Midstream and EnCap Investments portfolio company. Mr. Muslih has over 30 years of corporate leadership and operational management experience for both private and publicly traded companies. Prior to founding Manchester Energy, he served as Executive Vice President at Buckeye Partners, L.P. where he spearheaded the company's strategic vision and led its growth and transformation from a regional pipeline transportation company into a global, diversified logistics enterprise. During his time at Buckeye, he also established Buckeye's Alternative Energy business and steered its carbon mitigation efforts by leading the company's expansion into renewable energy and next generation fuels. Mr. Muslih earned a Master of Business Administration from the University of Houston and a Bachelor of Science in Civil Engineering from the University of Texas at Austin.お知らせ • Nov 01Gibson Energy Inc. Declares Quarterly Dividend, Payable on January 17, 2024Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of CAD 0.39 per common share payable on January 17, 2024, to shareholders of record at the close of business December 29, 2023.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CA$0.11 (vs CA$0.49 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.11 (down from CA$0.49 in 3Q 2022). Revenue: CA$3.23b (up 22% from 3Q 2022). Net income: CA$20.6m (down 71% from 3Q 2022). Profit margin: 0.6% (down from 2.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 12Gibson Energy Inc. to Report Q3, 2023 Results on Oct 30, 2023Gibson Energy Inc. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of CA$0.39 per share at 7.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 16 October 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 7.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks High level of debt (285% net debt to equity). Shareholders have been diluted in the past year (10% increase in shares outstanding). Significant insider selling over the past 3 months (€339k sold).お知らせ • Aug 02Gibson Energy Inc. (TSX:GEI) completed the acquisition of South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others.Gibson Energy Inc. (TSX:GEI) entered into an agreement to acquire South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others for $1.1 billion on June 14, 2023. Under the terms of the transaction, Gibson Energy will acquire 100% membership interests of South Texas Gateway Terminal LLC for a total purchase price of $1.1 billion in cash, subject to closing adjustments. Gibson has fully committed bridge financing facilities totaling $1.1 billion in place from with Royal Bank of Canada, BMO Capital Markets, and JPMorgan Chase Bank N.A., Toronto Branch; with a permanent financing of the transaction expected to be achieved through a $262.3 million (CAD 350 million) bought deal offering of subscription receipts (the “Equity Offering”) and subsequent offerings of senior unsecured medium-term notes and hybrid debt securities of various tenors (the “Debt Offerings”). The transaction is subject to satisfaction of customary closing conditions, including receipt of all required regulatory approvals and the expiration or termination of the waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act. The transaction has been approved by the Board of Directors of Gibson. As of August 1, 2023, Gibson Energy announce the expiration of the waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976. The closing of the transaction is expected to occur in the third quarter of 2023. J.P. Morgan Securities Canada acted as financial advisor and Latham and Watkins LLP and Kwang Lim, John E. Piasta and Greg M. Johnson of Bennett Jones LLP as legal advisors to Gibson Energy. Gibson Energy Inc. (TSX:GEI) completed the acquisition of South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others on August 1, 2023. The purchase price for the Transaction was funded, in part, from the net proceeds of Gibson Energy's CAD 403 million ($305.022 million) bought deal offering of subscription receipts, which closed on June 22, 2023.New Risk • Aug 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risks High level of debt (285% net debt to equity). Significant insider selling over the past 3 months (€339k sold).Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: CA$0.37 (vs CA$0.24 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.37 (up from CA$0.24 in 2Q 2022). Revenue: CA$2.61b (down 18% from 2Q 2022). Net income: CA$52.0m (up 45% from 2Q 2022). Profit margin: 2.0% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 7.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 01Gibson Energy Inc. Declares Quarterly Dividend, Payable on October 16, 2023Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.39 per common share payable on October 16, 2023, to shareholders of record at the close of business September 29, 2023.お知らせ • Jul 12Gibson Energy Inc. to Report Q2, 2023 Results on Jul 31, 2023Gibson Energy Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2023Recent Insider Transactions • Jun 25Independent Chairman recently bought €698k worth of stockOn the 22nd of June, James Estey bought around 50k shares on-market at roughly €13.96 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.Upcoming Dividend • Jun 22Upcoming dividend of CA$0.39 per share at 7.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 17 July 2023. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).お知らせ • Jun 15Gibson Energy Inc. (TSX:GEI) entered into an agreement to acquire South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others for $1.1 billion.Gibson Energy Inc. (TSX:GEI) entered into an agreement to acquire South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others for $1.1 billion on June 14, 2023. Under the terms of the transaction, Gibson Energy will acquire 100% membership interests of South Texas Gateway Terminal LLC for a total purchase price of $1.1 billion in cash, subject to closing adjustments. Gibson has fully committed bridge financing facilities totaling $1.1 billion in place from with Royal Bank of Canada, BMO Capital Markets, and JPMorgan Chase Bank N.A., Toronto Branch; with a permanent financing of the transaction expected to be achieved through a $262.3 million (CAD 350 million) bought deal offering of subscription receipts (the “Equity Offering”) and subsequent offerings of senior unsecured medium-term notes and hybrid debt securities of various tenors (the “Debt Offerings”). The transaction is subject to satisfaction of customary closing conditions, including receipt of all required regulatory approvals and the expiration or termination of the waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act. The transaction has been approved by the Board of Directors of Gibson. The closing of the transaction is expected to occur in the third quarter of 2023. J.P. Morgan Securities Canada acted as financial advisor and Latham and Watkins LLP and Bennett Jones LLP as legal advisors to Gibson Energy.Recent Insider Transactions • May 14Senior VP & COO recently sold €339k worth of stockOn the 10th of May, Omar Saif sold around 23k shares on-market at roughly €14.94 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Omar has been a net seller over the last 12 months, reducing personal holdings by €699k.Reported Earnings • May 02First quarter 2023 earnings released: EPS: CA$0.62 (vs CA$0.35 in 1Q 2022)First quarter 2023 results: EPS: CA$0.62 (up from CA$0.35 in 1Q 2022). Revenue: CA$2.37b (down 12% from 1Q 2022). Net income: CA$88.3m (up 70% from 1Q 2022). Profit margin: 3.7% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of CA$0.39 per share at 7.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 17 April 2023. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 22Full year 2022 earnings released: EPS: CA$1.53 (vs CA$0.99 in FY 2021)Full year 2022 results: EPS: CA$1.53 (up from CA$0.99 in FY 2021). Revenue: CA$11.0b (up 53% from FY 2021). Net income: CA$223.2m (up 54% from FY 2021). Profit margin: 2.0% (in line with FY 2021). Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.3%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jan 25Gibson Energy Inc. to Report Q4, 2022 Results on Feb 21, 2023Gibson Energy Inc. announced that they will report Q4, 2022 results After-Market on Feb 21, 2023Upcoming Dividend • Dec 22Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 17 January 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: CA$0.49 (vs CA$0.25 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.49 (up from CA$0.25 in 3Q 2021). Revenue: CA$2.65b (up 47% from 3Q 2021). Net income: CA$71.5m (up 99% from 3Q 2021). Profit margin: 2.7% (up from 2.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 21% p.a. on average during the next 3 years compared to a 4.5% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • Nov 01Gibson Energy Declares Quarterly Dividend, Payable on January 17, 2023Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.37 per common share payable on January 17, 2023, to shareholders of record at the close of business December 30, 2022. This dividend is designated as an eligible dividend for Canadian income tax purposes.お知らせ • Oct 04Gibson Energy Inc. to Report Q3, 2022 Results on Oct 31, 2022Gibson Energy Inc. announced that they will report Q3, 2022 results After-Market on Oct 31, 2022Upcoming Dividend • Sep 21Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 17 October 2022. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 6.0%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: CA$0.24 (vs CA$0.22 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.24 (up from CA$0.22 in 2Q 2021). Revenue: CA$3.20b (up 91% from 2Q 2021). Net income: CA$35.9m (up 11% from 2Q 2021). Profit margin: 1.1% (down from 1.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Aug 03Gibson Energy Inc. Approves Quarterly Dividend for Common Share Payable on October 17, 2022Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.37 per common share payable on October 17, 2022, to shareholders of record at the close of business September 30, 2022. This dividend is designated as an eligible dividend for Canadian income tax purposes. For non-resident shareholders, Gibson's dividends are subject to Canadian withholding tax.お知らせ • Jul 26Gibson Energy Inc. Announces the Addition of Ms. Diane Kazarian to the Company's Board of DirectorsGibson Energy Inc. announced that Ms. Diane Kazarian joined the Company's Board of Directors effective from now. Prior to joining Gibson, Ms. Kazarian was the first female Managing Partner of the Greater Toronto Area at PwC and a member of the Leadership Team at PwC. Reporting directly to the Chief Executive Officer, Ms. Kazarian led PwC's largest market in Canada and managed a team of approximately 300 partners and 4,000 individuals. Prior to, Ms. Kazarian was an Audit Partner and Adviser for over 25 years, including the roles of National Financial Service Leader, National Banking and Capital Markets Leader, and National IFRS Leader. Ms. Kazarian holds a Bachelor of Science in Business Administration, Accounting Major, from Bryant University and is a Fellow of Chartered Professional Accountants of the Ontario Institute of Chartered Accountants. Ms. Kazarian is also a member of the board of Choice Properties Real Estate Investment Trust, chair of the board of St. Joseph'sHealth Centre Foundation and a member of the board of Unity Health Toronto. Ms. Kazarian also sits on the boards of Bryant University, Appleby College Foundation and Kingsway College School. As part of joining Gibson's Board of Directors, Ms. Kazarian will also serve on the Audit Committee.お知らせ • Jul 06Gibson Energy Inc. to Report Q2, 2022 Results on Aug 02, 2022Gibson Energy Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2022Upcoming Dividend • Jun 22Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.3%).Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €17.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.94 per share.Recent Insider Transactions • Jun 05Senior VP recently sold €1.0m worth of stockOn the 2nd of June, Sean Wilson sold around 50k shares on-market at roughly €20.28 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €811k more than they bought in the last 12 months.Recent Insider Transactions • May 27Key Executive recently bought €360k worth of stockOn the 25th of May, Omar Saif bought around 19k shares on-market at roughly €18.98 per share. This was the largest purchase by an insider in the last 3 months. This was Omar's only on-market trade for the last 12 months.Reported Earnings • May 04First quarter 2022 earnings released: EPS: CA$0.35 (vs CA$0.23 in 1Q 2021)First quarter 2022 results: EPS: CA$0.35 (up from CA$0.23 in 1Q 2021). Revenue: CA$2.69b (up 67% from 1Q 2021). Net income: CA$52.0m (up 59% from 1Q 2021). Profit margin: 1.9% (down from 2.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 11% compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Apr 05Gibson Energy Inc. to Report Q1, 2022 Results on May 02, 2022Gibson Energy Inc. announced that they will report Q1, 2022 results After-Market on May 02, 2022Upcoming Dividend • Mar 23Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 14 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (4.6%).Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$0.99 (up from CA$0.83 in FY 2020). Revenue: CA$7.21b (up 46% from FY 2020). Net income: CA$145.1m (up 20% from FY 2020). Profit margin: 2.0% (down from 2.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.1%, compared to a 80% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 24Gibson Energy Inc. Declares A Quarterly Dividend, Payable on April 14, 2022Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.37 per common share, an increase of $0.02 per common share, which will be payable on April 14, 2022, to shareholders of record at the close of business on March 31, 2022. This dividend is designated as an eligible dividend for Canadian income tax purposes. For non-resident shareholders, Gibson's dividends are subject to Canadian withholding tax.お知らせ • Feb 16Gibson Energy Inc., Annual General Meeting, May 03, 2022Gibson Energy Inc., Annual General Meeting, May 03, 2022.Upcoming Dividend • Dec 23Upcoming dividend of CA$0.35 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 January 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (4.4%).株主還元8GBDE Oil and GasDE 市場7D1.6%2.1%0.5%1Y24.1%26.2%4.4%株主還元を見る業界別リターン: 8GB過去 1 年間で26.2 % のリターンをもたらしたGerman Oil and Gas業界と一致しました。リターン対市場: 8GB過去 1 年間で4.4 % の収益を上げたGerman市場を上回りました。価格変動Is 8GB's price volatile compared to industry and market?8GB volatility8GB Average Weekly Movement3.5%Oil and Gas Industry Average Movement8.4%Market Average Movement5.4%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: 8GB 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8GBの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1953n/aCurtis Philipponwww.gibsonenergy.comギブソン・エナジー社は子会社とともに、カナダと米国で液体と精製品の収集、貯蔵、最適化、処理に従事している。インフラ部門とマーケティング部門を通じて事業を展開している。同社は、ターミナル、海上輸出施設、鉄道荷役施設、集荷パイプライン、希釈剤回収装置、原油処理施設を含むインフラ資産ネットワークを運営している。また、原油、天然ガス液、道路用アスファルト、ルーフィングフラックス、フラックスオイル、軽質および重質直留留分、真空ガスオイル、石油系泥製品などの炭化水素製品の購入、販売、貯蔵、最適化も行っている。生産者、精製業者、販売業者、総合企業、探鉱・生産企業にサービスを提供している。以前はギブソン・エナジー・ホールディングスULCとして知られ、2011年4月にギブソン・エナジー社に社名を変更した。ギブソン・エナジー・インクは1953年に設立され、カナダのカルガリーに本社を置いている。もっと見るGibson Energy Inc. 基礎のまとめGibson Energy の収益と売上を時価総額と比較するとどうか。8GB 基礎統計学時価総額€3.34b収益（TTM）€104.85m売上高(TTM)€7.95b32.4xPER（株価収益率0.4xP/Sレシオ8GB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8GB 損益計算書（TTM）収益CA$12.77b売上原価CA$12.32b売上総利益CA$446.02mその他の費用CA$277.50m収益CA$168.52m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）0.98グロス・マージン3.49%純利益率1.32%有利子負債／自己資本比率286.1%8GB の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.7%現在の配当利回り175%配当性向8GB 配当は確実ですか？8GB 配当履歴とベンチマークを見る8GB 、いつまでに購入すれば配当金を受け取れますか？Gibson Energy 配当日配当落ち日Sep 29 2026配当支払日Oct 16 2026配当落ちまでの日数47 days配当支払日までの日数64 days8GB 配当は確実ですか？8GB 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/11 12:58終値2026/08/11 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Gibson Energy Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Nathan HeywoodATB CormarkChristopher TillettBarclaysAnthony LintonBarclays23 その他のアナリストを表示
Declared Dividend • Jul 30Second quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th September 2026 Payment date: 16th October 2026 Dividend yield will be 6.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (175% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 94% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: CA$0.49 (vs CA$0.37 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.49 (up from CA$0.37 in 2Q 2025). Revenue: CA$4.83b (up 75% from 2Q 2025). Net income: CA$82.9m (up 37% from 2Q 2025). Profit margin: 1.7% (down from 2.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.1%. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Jul 28Gibson Energy Inc. Declares Quarterly Dividend, Payable on October 16, 2026Gibson Energy Inc. announced that in July, the Board declared a quarterly dividend of $0.45 per common share, payable on October 16, 2026, to shareholders of record at the close of business on September 29, 2026.
お知らせ • Jul 07Gibson Energy Inc. to Report Q2, 2026 Results on Jul 27, 2026Gibson Energy Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.45 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 17 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.9%).
Declared Dividend • May 21First quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th June 2026 Payment date: 17th July 2026 Dividend yield will be 7.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (196% earnings payout ratio) nor is it covered by cash flows (124% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 118% to bring the payout ratio under control. EPS is expected to grow by 60% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Declared Dividend • Jul 30Second quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th September 2026 Payment date: 16th October 2026 Dividend yield will be 6.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (175% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 94% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: CA$0.49 (vs CA$0.37 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.49 (up from CA$0.37 in 2Q 2025). Revenue: CA$4.83b (up 75% from 2Q 2025). Net income: CA$82.9m (up 37% from 2Q 2025). Profit margin: 1.7% (down from 2.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.1%. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Jul 28Gibson Energy Inc. Declares Quarterly Dividend, Payable on October 16, 2026Gibson Energy Inc. announced that in July, the Board declared a quarterly dividend of $0.45 per common share, payable on October 16, 2026, to shareholders of record at the close of business on September 29, 2026.
お知らせ • Jul 07Gibson Energy Inc. to Report Q2, 2026 Results on Jul 27, 2026Gibson Energy Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.45 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 17 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.9%).
Declared Dividend • May 21First quarter dividend of CA$0.45 announcedShareholders will receive a dividend of CA$0.45. Ex-date: 29th June 2026 Payment date: 17th July 2026 Dividend yield will be 7.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (196% earnings payout ratio) nor is it covered by cash flows (124% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 118% to bring the payout ratio under control. EPS is expected to grow by 60% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • May 06Gibson Energy Inc. Declares Quarterly Dividend, Payable on July 17, 2026Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.45 per common share, payable on July 17, 2026, to shareholders of record at the close of business on June 29, 2026.
お知らせ • Apr 11Gibson Energy Inc. to Report Q1, 2026 Results on May 04, 2026Gibson Energy Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 04, 2026
お知らせ • Feb 24Gibson Energy Inc., Annual General Meeting, May 05, 2026Gibson Energy Inc., Annual General Meeting, May 05, 2026.
お知らせ • Feb 18Gibson Energy Inc. Declares Quarterly Dividend, Payable on April 17, 2026Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.45 per common share, an increase of $0.02 per common share per quarter. The quarterly dividend is payable on April 17, 2026, to shareholders of record at the close of business on March 30, 2026.
お知らせ • Feb 17Gibson Energy Inc. has completed a Follow-on Equity Offering in the amount of CAD 200.02285 million.Gibson Energy Inc. has completed a Follow-on Equity Offering in the amount of CAD 200.02285 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,591,000 Price\Range: CAD 26.35
お知らせ • Feb 11Gibson Energy Inc. has filed a Follow-on Equity Offering in the amount of CAD 200.02285 million.Gibson Energy Inc. has filed a Follow-on Equity Offering in the amount of CAD 200.02285 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,591,000 Price\Range: CAD 26.35
お知らせ • Jan 14Gibson Energy Inc. to Report Q4, 2025 Results on Feb 17, 2026Gibson Energy Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 17, 2026
お知らせ • Nov 05Gibson Energy Inc. Appoints Blake Hotzel as SVP, Commercial Development U.SGibson Energy Inc. announced the expansion of leadership team with the appointment of Blake Hotzel as SVP, Commercial Development U.S., bringing over 20 years of commercial and U.S. expertise, including roles at Tallgrass and Phillips 66.
お知らせ • Nov 04Gibson Energy Inc. Declares Dividend, Payable on January 16, 2026Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.43 per common share, payable on January 16, 2026, to shareholders of record at the close of business on December 30, 2025.
お知らせ • Oct 09Gibson Energy Inc. to Report Q3, 2025 Results on Nov 03, 2025Gibson Energy Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
お知らせ • Aug 20Gibson Energy Inc. announced that it has received CAD 375 million in fundingOn August 20, 2025, Gibson Energy Inc. closed the transaction.
お知らせ • Aug 19Gibson Energy Inc. announced that it expects to receive CAD 375 million in fundingGibson Energy Inc. announced a private placement to issue senior unsecured notes of CAD 375 million on August 18, 2025. The notes will have an interest rate of 4.45% and maturity date August 20, 2032. The transaction is expected to close on August 20, 2025, subject to customary closing conditions.
お知らせ • Jul 29Gibson Energy Inc. Approves Quarterly Dividend, Payable on October 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.43 per common share, payable on October 17, 2025, to shareholders of record at the close of business on September 30, 2025.
お知らせ • Jul 11Gibson Energy Inc. to Report Q2, 2025 Results on Jul 28, 2025Gibson Energy Inc. announced that they will report Q2, 2025 results After-Market on Jul 28, 2025
お知らせ • May 06Gibson Energy Inc. Approves Quarterly Dividend, Payable on July 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.43 per common share, payable on July 17, 2025, to shareholders of record at the close of business on June 30, 2025.
お知らせ • Apr 09Gibson Energy Inc. to Report Q1, 2025 Results on May 05, 2025Gibson Energy Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 05, 2025
お知らせ • Feb 25Gibson Energy Inc., Annual General Meeting, May 06, 2025Gibson Energy Inc., Annual General Meeting, May 06, 2025.
お知らせ • Feb 19Gibson Energy Inc. Declares Quarterly Dividend, Payable on April 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved and declared a quarterly dividend of $0.43 per common share, representing a 5% increase of $0.02 per common share per quarter. The quarterly dividend is payable on April 17, 2025, to shareholders of record at the close of business on March 31, 2025.
お知らせ • Feb 05+ 1 more updateGibson Energy Inc. Announces Chief Financial Officer TransitionGibson Energy Inc. announced that Sean Brown has stepped down from his role as Chief Financial Officer. Concurrently, the Company announced that effective immediately Riley Hicks, Senior Vice President, Corporate Development, Marketing & Strategy, will succeed Mr. Brown as Chief Financial Officer. Mr. Hicks joined Gibson in 2018 and most recently held the position of Senior Vice President, Corporate Development, Marketing & Strategy. Prior to this position, Riley held various leadership roles across the finance, commercial, and marketing organizations. Before joining the Company, Riley developed a comprehensive understanding of the midstream and energy sector through experience in accounting, equity research, and corporate valuation consulting for energy clients. Riley holds a Bachelor of Science in Economics degree from Trinity College, an MBA from Northeastern University, and is a member of the Chartered Professional Accountants of Canada and Alberta (CPA).
お知らせ • Jan 17Gibson Energy Inc. to Report Q4, 2024 Results on Feb 18, 2025Gibson Energy Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025
Declared Dividend • Nov 03Third quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 31st December 2024 Payment date: 17th January 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio). However, it is covered by cash flows (52% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 34% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CA$0.33 (vs CA$0.13 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.33 (up from CA$0.13 in 3Q 2023). Revenue: CA$2.90b (down 10% from 3Q 2023). Net income: CA$53.9m (up 161% from 3Q 2023). Profit margin: 1.9% (up from 0.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to fall by 5.8% p.a. on average during the next 3 years compared to a 1.4% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Oct 30Gibson Energy Inc. Declares Quarterly Dividend, Payable on January 17, 2025Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.41 per common share payable on January 17, 2025, to shareholders of record at the close of business December 31, 2024. This dividend is designated as an eligible dividend for Canadian income tax purposes. For non-resident shareholders, Gibson’s dividends are subject to Canadian withholding tax.
お知らせ • Oct 02Gibson Energy Inc. to Report Q3, 2024 Results on Oct 29, 2024Gibson Energy Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
Upcoming Dividend • Sep 20Upcoming dividend of CA$0.41 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 17 October 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 7.4%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%).
Recent Insider Transactions • Sep 06Key Executive recently bought €681k worth of stockOn the 4th of September, Curtis Philippon bought around 46k shares on-market at roughly €14.81 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Curtis' only on-market trade for the last 12 months.
Declared Dividend • Aug 04Second quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 27th September 2024 Payment date: 17th October 2024 Dividend yield will be 8.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (144% earnings payout ratio). However, it is covered by cash flows (85% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 60% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: CA$0.39 (vs CA$0.37 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.39 (up from CA$0.37 in 2Q 2023). Revenue: CA$3.23b (up 24% from 2Q 2023). Net income: CA$63.3m (up 22% from 2Q 2023). Profit margin: 2.0% (in line with 2Q 2023). Revenue is expected to decline by 33% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 36%. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30Gibson Energy Inc. Declares Dividend, Payable on October 17, 2024Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.41 per common share payable on October 17, 2024, to shareholders of record at the close of business September 30, 2024.
Buy Or Sell Opportunity • Jul 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.6% to €15.10. The fair value is estimated to be €18.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 21% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.
お知らせ • Jul 02+ 1 more updateGibson Energy Inc. Appoints Curtis Philippon as Chief Executive Officer, Effective August 29, 2024Gibson Energy Inc. announce its Board of Directors has unanimously appointed Curtis Philippon as the Company’s Chief Executive Officer, effective August 29, 2024. Mr. Philippon brings over 20 years’ experience in the North American energy sector in increasingly senior roles, including most recently, as Executive Vice President, Superior Plus and President, Certarus. Prior to this role, Curtis was the President & CEO of Certarus Ltd., where under his successful leadership built an industry leading low carbon energy distribution business focused on CNG, RNG and hydrogen, grew EBITDA by over 50 times and completed a corporate sale for proceeds in excess of $1 billion in 2022. Once Mr. Philippon assumes the role, he will be meeting with key stakeholders and immersing himself in the Company’s strategic priorities, to maintain the commitment to deliver value to shareholders and execute the long-term strategy. In his new role, he will have oversight of the leadership team and oversee all aspects of the Company. Mr. Philippon served as Executive Vice President overseeing the Canadian Superior Propane and Superior Gas Liquids business units in addition to being the President of Certarus. Curtis originally joined Certarus as the Vice President Finance & CFO in June 2014 and progressed to Certarus President & CEO in November 2016 and EVP Superior Plus in February 2024. Curtis holds a Bachelor of Commerce from the University of Alberta, a CPA CMA designation and an MBA from the University of Calgary.
お知らせ • Jun 25Gibson Energy Inc. to Report Q2, 2024 Results on Jul 29, 2024Gibson Energy Inc. announced that they will report Q2, 2024 results After-Market on Jul 29, 2024
Upcoming Dividend • Jun 21Upcoming dividend of CA$0.41 per shareEligible shareholders must have bought the stock before 28 June 2024. Payment date: 17 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €15.50. The fair value is estimated to be €19.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 21% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.
Buy Or Sell Opportunity • May 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to €15.10. The fair value is estimated to be €19.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 15% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
Declared Dividend • May 06First quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 28th June 2024 Payment date: 17th July 2024 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (147% earnings payout ratio). However, it is covered by cash flows (59% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 64% to bring the payout ratio under control. EPS is expected to grow by 59% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Buy Or Sell Opportunity • May 02Now 21% undervaluedOver the last 90 days, the stock has risen 4.2% to €15.00. The fair value is estimated to be €18.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to decline by 15% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
New Risk • Apr 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Dividend is not well covered by earnings (145% payout ratio). Profit margins are more than 30% lower than last year (1.4% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding). Significant insider selling over the past 3 months (€476k sold).
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CA$0.25 (vs CA$0.62 in 1Q 2023)First quarter 2024 results: EPS: CA$0.25 (down from CA$0.62 in 1Q 2023). Revenue: CA$3.29b (up 39% from 1Q 2023). Net income: CA$40.5m (down 54% from 1Q 2023). Profit margin: 1.2% (down from 3.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 28% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Gibson Energy Inc. Declares Dividend, Payable on July 17, 2024Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.41 per common share payable on July 17, 2024, to shareholders of record at the close of business June 28, 2024.
お知らせ • Apr 12Gibson Energy Inc. to Report Q1, 2024 Results on Apr 29, 2024Gibson Energy Inc. announced that they will report Q1, 2024 results After-Market on Apr 29, 2024
Upcoming Dividend • Mar 20Upcoming dividend of CA$0.41 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 17 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.4%).
Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 9.4% to €15.10. The fair value is estimated to be €18.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to decline by 14% per annum. Earnings are forecast to grow by 9.3% per annum over the same time period.
Declared Dividend • Feb 25Fourth quarter dividend of CA$0.41 announcedShareholders will receive a dividend of CA$0.41. Ex-date: 27th March 2024 Payment date: 17th April 2024 Dividend yield will be 8.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 22% to bring the payout ratio under control. EPS is expected to grow by 17% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Feb 23Gibson Energy Inc., Annual General Meeting, Apr 30, 2024Gibson Energy Inc., Annual General Meeting, Apr 30, 2024.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: CA$1.43 (vs CA$1.53 in FY 2022)Full year 2023 results: EPS: CA$1.43 (down from CA$1.53 in FY 2022). Revenue: CA$11.0b (flat on FY 2022). Net income: CA$214.2m (down 4.0% from FY 2022). Profit margin: 1.9% (down from 2.0% in FY 2022). Revenue is forecast to decline by 32% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 14Now 20% undervaluedOver the last 90 days, the stock has risen 2.9% to €14.00. The fair value is estimated to be €17.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to decline by 28% per annum. Earnings are forecast to grow by 9.4% per annum over the same time period.
Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Craig Richardson was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 23Gibson Energy Inc. to Report Q4, 2023 Results on Feb 20, 2024Gibson Energy Inc. announced that they will report Q4, 2023 results After-Market on Feb 20, 2024
お知らせ • Jan 10Gibson Energy Inc. Appoints Craig V. Richardson to its Board of DirectorsGibson Energy Inc. announced the appointment of Craig V. Richardson to its Board effective January 9, 2024. Mr. Richardson is Executive Vice President, Chief Legal Officer and Corporate Secretary at Union Pacific Corporation. In this role, he oversees all aspects of the company's legal affairs, including commercial transactions and litigation, labour and employment and regulatory matters. Prior to joining Union Pacific Mr. Richardson was principal shareholder at Greenberg Traurig, and Vice President and General Counsel of the El Paso Pipeline Group. Notably, Mr. Richardson has held various national security positions in the United States government, and he is a retired commander in the United States Navy Reserve. Mr. Richardson holds a bachelor's degree from Pomona College, a master's degree from Princeton University's School of Public and International Affairs and a J.D. degree from Stanford University. As part of joining Gibson's Board of Directors, Mr. Richardson will also serve on the Audit Committee and the Health and Safety Committee.
お知らせ • Jan 06Gibson Energy Inc. Announces Resignation of John Festival from its Board of DirectorsGibson Energy Inc. announced that John Festival has resigned from its Board of Directors, effective immediately, in order to focus on his increasing professional commitments. John Festival was appointed a Director of Gibson in 2018 and served as a member of both the Health and SafetyCommittee and the Sustainability and ESG Committee. During his time with the Gibson Board, John leveraged his over three decades of experience in the oil and gas industry to provide valuable guidance and insight.
Upcoming Dividend • Dec 21Upcoming dividend of CA$0.39 per share at 7.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 17 January 2024. Payout ratio is on the higher end at 100%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.1%).
お知らせ • Dec 05Gibson Energy Inc. Announces Board and Committee AppointmentsGibson Energy Inc. also announced the appointment of two new directors to its Board effective December 5, 2023: Maria Hooper, an internationally recognized energy executive and Khalid Muslih, a growth and transformation executive, both of whom have extensive experience with the US and global energy markets and Gibson's newly acquired Gateway Terminal. With these changes, Gibson's Board will comprise eleven directors, five of whom will have been appointed in the past three years, demonstrating its commitment to board rejuvenation and strong governance practices. In addition, over 50% of Gibson's Board positions will now be held by members of diverse communities, exceeding Environmental, Social and Governance (‘ESG’) Targets in these areas. As a part of joining Gibson's Board of Directors, Maria will also serve on the Audit Committee and Health and Safety Committee, and Khalid will serve on the Corporate Governance, Compensation and Nomination Committee and Sustainability and ESG Committee. About Maria Hooper: Maria is a global energy industry executive with over 30 years' experience driving growth in financial results, leading adaptive change and ensuring long-term sustainability for leading energy organizations, most recently as Senior Vice President, Commercial, at Phillips 66. Ms. Hooper is an innovative business builder who collaborates internally and externally to identify and capitalize on new opportunities in the market, and consistently gains stakeholder and team commitment to exceed business targets. Earlier in her career, she served in senior leadership roles at ConocoPhillips and in various positions at Producers Energy Trading, LLC, Apache Corporation and ANR Pipeline. Ms. Hooper earned a Bachelor of Science degree in Petroleum Engineering from The University of Texas at Austin. About Khalid Muslih: Khalid is the Chief Executive Officer of Manchester Energy, an EnCap Flatrock Midstream and EnCap Investments portfolio company. Mr. Muslih has over 30 years of corporate leadership and operational management experience for both private and publicly traded companies. Prior to founding Manchester Energy, he served as Executive Vice President at Buckeye Partners, L.P. where he spearheaded the company's strategic vision and led its growth and transformation from a regional pipeline transportation company into a global, diversified logistics enterprise. During his time at Buckeye, he also established Buckeye's Alternative Energy business and steered its carbon mitigation efforts by leading the company's expansion into renewable energy and next generation fuels. Mr. Muslih earned a Master of Business Administration from the University of Houston and a Bachelor of Science in Civil Engineering from the University of Texas at Austin.
お知らせ • Nov 01Gibson Energy Inc. Declares Quarterly Dividend, Payable on January 17, 2024Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of CAD 0.39 per common share payable on January 17, 2024, to shareholders of record at the close of business December 29, 2023.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CA$0.11 (vs CA$0.49 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.11 (down from CA$0.49 in 3Q 2022). Revenue: CA$3.23b (up 22% from 3Q 2022). Net income: CA$20.6m (down 71% from 3Q 2022). Profit margin: 0.6% (down from 2.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.7%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 12Gibson Energy Inc. to Report Q3, 2023 Results on Oct 30, 2023Gibson Energy Inc. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.39 per share at 7.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 16 October 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 7.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).
New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks High level of debt (285% net debt to equity). Shareholders have been diluted in the past year (10% increase in shares outstanding). Significant insider selling over the past 3 months (€339k sold).
お知らせ • Aug 02Gibson Energy Inc. (TSX:GEI) completed the acquisition of South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others.Gibson Energy Inc. (TSX:GEI) entered into an agreement to acquire South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others for $1.1 billion on June 14, 2023. Under the terms of the transaction, Gibson Energy will acquire 100% membership interests of South Texas Gateway Terminal LLC for a total purchase price of $1.1 billion in cash, subject to closing adjustments. Gibson has fully committed bridge financing facilities totaling $1.1 billion in place from with Royal Bank of Canada, BMO Capital Markets, and JPMorgan Chase Bank N.A., Toronto Branch; with a permanent financing of the transaction expected to be achieved through a $262.3 million (CAD 350 million) bought deal offering of subscription receipts (the “Equity Offering”) and subsequent offerings of senior unsecured medium-term notes and hybrid debt securities of various tenors (the “Debt Offerings”). The transaction is subject to satisfaction of customary closing conditions, including receipt of all required regulatory approvals and the expiration or termination of the waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act. The transaction has been approved by the Board of Directors of Gibson. As of August 1, 2023, Gibson Energy announce the expiration of the waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976. The closing of the transaction is expected to occur in the third quarter of 2023. J.P. Morgan Securities Canada acted as financial advisor and Latham and Watkins LLP and Kwang Lim, John E. Piasta and Greg M. Johnson of Bennett Jones LLP as legal advisors to Gibson Energy. Gibson Energy Inc. (TSX:GEI) completed the acquisition of South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others on August 1, 2023. The purchase price for the Transaction was funded, in part, from the net proceeds of Gibson Energy's CAD 403 million ($305.022 million) bought deal offering of subscription receipts, which closed on June 22, 2023.
New Risk • Aug 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risks High level of debt (285% net debt to equity). Significant insider selling over the past 3 months (€339k sold).
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: CA$0.37 (vs CA$0.24 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.37 (up from CA$0.24 in 2Q 2022). Revenue: CA$2.61b (down 18% from 2Q 2022). Net income: CA$52.0m (up 45% from 2Q 2022). Profit margin: 2.0% (up from 1.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 7.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 01Gibson Energy Inc. Declares Quarterly Dividend, Payable on October 16, 2023Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.39 per common share payable on October 16, 2023, to shareholders of record at the close of business September 29, 2023.
お知らせ • Jul 12Gibson Energy Inc. to Report Q2, 2023 Results on Jul 31, 2023Gibson Energy Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2023
Recent Insider Transactions • Jun 25Independent Chairman recently bought €698k worth of stockOn the 22nd of June, James Estey bought around 50k shares on-market at roughly €13.96 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.39 per share at 7.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 17 July 2023. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
お知らせ • Jun 15Gibson Energy Inc. (TSX:GEI) entered into an agreement to acquire South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others for $1.1 billion.Gibson Energy Inc. (TSX:GEI) entered into an agreement to acquire South Texas Gateway Terminal LLC from Buckeye Partners, L.P. and others for $1.1 billion on June 14, 2023. Under the terms of the transaction, Gibson Energy will acquire 100% membership interests of South Texas Gateway Terminal LLC for a total purchase price of $1.1 billion in cash, subject to closing adjustments. Gibson has fully committed bridge financing facilities totaling $1.1 billion in place from with Royal Bank of Canada, BMO Capital Markets, and JPMorgan Chase Bank N.A., Toronto Branch; with a permanent financing of the transaction expected to be achieved through a $262.3 million (CAD 350 million) bought deal offering of subscription receipts (the “Equity Offering”) and subsequent offerings of senior unsecured medium-term notes and hybrid debt securities of various tenors (the “Debt Offerings”). The transaction is subject to satisfaction of customary closing conditions, including receipt of all required regulatory approvals and the expiration or termination of the waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act. The transaction has been approved by the Board of Directors of Gibson. The closing of the transaction is expected to occur in the third quarter of 2023. J.P. Morgan Securities Canada acted as financial advisor and Latham and Watkins LLP and Bennett Jones LLP as legal advisors to Gibson Energy.
Recent Insider Transactions • May 14Senior VP & COO recently sold €339k worth of stockOn the 10th of May, Omar Saif sold around 23k shares on-market at roughly €14.94 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Omar has been a net seller over the last 12 months, reducing personal holdings by €699k.
Reported Earnings • May 02First quarter 2023 earnings released: EPS: CA$0.62 (vs CA$0.35 in 1Q 2022)First quarter 2023 results: EPS: CA$0.62 (up from CA$0.35 in 1Q 2022). Revenue: CA$2.37b (down 12% from 1Q 2022). Net income: CA$88.3m (up 70% from 1Q 2022). Profit margin: 3.7% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of CA$0.39 per share at 7.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 17 April 2023. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 22Full year 2022 earnings released: EPS: CA$1.53 (vs CA$0.99 in FY 2021)Full year 2022 results: EPS: CA$1.53 (up from CA$0.99 in FY 2021). Revenue: CA$11.0b (up 53% from FY 2021). Net income: CA$223.2m (up 54% from FY 2021). Profit margin: 2.0% (in line with FY 2021). Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.3%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jan 25Gibson Energy Inc. to Report Q4, 2022 Results on Feb 21, 2023Gibson Energy Inc. announced that they will report Q4, 2022 results After-Market on Feb 21, 2023
Upcoming Dividend • Dec 22Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 17 January 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: CA$0.49 (vs CA$0.25 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.49 (up from CA$0.25 in 3Q 2021). Revenue: CA$2.65b (up 47% from 3Q 2021). Net income: CA$71.5m (up 99% from 3Q 2021). Profit margin: 2.7% (up from 2.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 21% p.a. on average during the next 3 years compared to a 4.5% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Nov 01Gibson Energy Declares Quarterly Dividend, Payable on January 17, 2023Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.37 per common share payable on January 17, 2023, to shareholders of record at the close of business December 30, 2022. This dividend is designated as an eligible dividend for Canadian income tax purposes.
お知らせ • Oct 04Gibson Energy Inc. to Report Q3, 2022 Results on Oct 31, 2022Gibson Energy Inc. announced that they will report Q3, 2022 results After-Market on Oct 31, 2022
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 17 October 2022. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 6.0%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: CA$0.24 (vs CA$0.22 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.24 (up from CA$0.22 in 2Q 2021). Revenue: CA$3.20b (up 91% from 2Q 2021). Net income: CA$35.9m (up 11% from 2Q 2021). Profit margin: 1.1% (down from 1.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Aug 03Gibson Energy Inc. Approves Quarterly Dividend for Common Share Payable on October 17, 2022Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.37 per common share payable on October 17, 2022, to shareholders of record at the close of business September 30, 2022. This dividend is designated as an eligible dividend for Canadian income tax purposes. For non-resident shareholders, Gibson's dividends are subject to Canadian withholding tax.
お知らせ • Jul 26Gibson Energy Inc. Announces the Addition of Ms. Diane Kazarian to the Company's Board of DirectorsGibson Energy Inc. announced that Ms. Diane Kazarian joined the Company's Board of Directors effective from now. Prior to joining Gibson, Ms. Kazarian was the first female Managing Partner of the Greater Toronto Area at PwC and a member of the Leadership Team at PwC. Reporting directly to the Chief Executive Officer, Ms. Kazarian led PwC's largest market in Canada and managed a team of approximately 300 partners and 4,000 individuals. Prior to, Ms. Kazarian was an Audit Partner and Adviser for over 25 years, including the roles of National Financial Service Leader, National Banking and Capital Markets Leader, and National IFRS Leader. Ms. Kazarian holds a Bachelor of Science in Business Administration, Accounting Major, from Bryant University and is a Fellow of Chartered Professional Accountants of the Ontario Institute of Chartered Accountants. Ms. Kazarian is also a member of the board of Choice Properties Real Estate Investment Trust, chair of the board of St. Joseph'sHealth Centre Foundation and a member of the board of Unity Health Toronto. Ms. Kazarian also sits on the boards of Bryant University, Appleby College Foundation and Kingsway College School. As part of joining Gibson's Board of Directors, Ms. Kazarian will also serve on the Audit Committee.
お知らせ • Jul 06Gibson Energy Inc. to Report Q2, 2022 Results on Aug 02, 2022Gibson Energy Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2022
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.3%).
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €17.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.94 per share.
Recent Insider Transactions • Jun 05Senior VP recently sold €1.0m worth of stockOn the 2nd of June, Sean Wilson sold around 50k shares on-market at roughly €20.28 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €811k more than they bought in the last 12 months.
Recent Insider Transactions • May 27Key Executive recently bought €360k worth of stockOn the 25th of May, Omar Saif bought around 19k shares on-market at roughly €18.98 per share. This was the largest purchase by an insider in the last 3 months. This was Omar's only on-market trade for the last 12 months.
Reported Earnings • May 04First quarter 2022 earnings released: EPS: CA$0.35 (vs CA$0.23 in 1Q 2021)First quarter 2022 results: EPS: CA$0.35 (up from CA$0.23 in 1Q 2021). Revenue: CA$2.69b (up 67% from 1Q 2021). Net income: CA$52.0m (up 59% from 1Q 2021). Profit margin: 1.9% (down from 2.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 11% compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Apr 05Gibson Energy Inc. to Report Q1, 2022 Results on May 02, 2022Gibson Energy Inc. announced that they will report Q1, 2022 results After-Market on May 02, 2022
Upcoming Dividend • Mar 23Upcoming dividend of CA$0.37 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 14 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (4.6%).
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$0.99 (up from CA$0.83 in FY 2020). Revenue: CA$7.21b (up 46% from FY 2020). Net income: CA$145.1m (up 20% from FY 2020). Profit margin: 2.0% (down from 2.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.1%, compared to a 80% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 24Gibson Energy Inc. Declares A Quarterly Dividend, Payable on April 14, 2022Gibson Energy Inc. announced that its Board of Directors has approved a quarterly dividend of $0.37 per common share, an increase of $0.02 per common share, which will be payable on April 14, 2022, to shareholders of record at the close of business on March 31, 2022. This dividend is designated as an eligible dividend for Canadian income tax purposes. For non-resident shareholders, Gibson's dividends are subject to Canadian withholding tax.
お知らせ • Feb 16Gibson Energy Inc., Annual General Meeting, May 03, 2022Gibson Energy Inc., Annual General Meeting, May 03, 2022.
Upcoming Dividend • Dec 23Upcoming dividend of CA$0.35 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 January 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (4.4%).
