View ValuationAdvantage Energy 将来の成長Future 基準チェック /56Advantage Energyは、38.2%と24%でそれぞれ年率38.2%で利益と収益が成長すると予測される一方、EPSはgrowで27%年率。主要情報38.2%収益成長率26.97%EPS成長率Oil and Gas 収益成長44.8%収益成長率24.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日01 May 2026今後の成長に関する最新情報お知らせ • Dec 12Advantage Energy Ltd. Provides Production Guidance for 2025Advantage Energy Ltd. Provided Production Guidance for 2025. For the year, company expects production to be approximately 80,000 boe/d to 83,000 boe/d.お知らせ • Oct 08Advantage Energy Ltd. Provides Production Guidance for 2024Advantage Energy Ltd. Provided Production Guidance for 2024. For the year, company expected production to be approximately 70,000 boe/d. The outlook for 2025 production remains unchanged.お知らせ • Jul 09Advantage Energy Ltd. Provides Updated Guidance for the Year 2024 and Updated Outlook for the Year 2025 and BeyondAdvantage Energy Ltd. provided updated guidance for the year 2024 and updated outlook for the year 2025 and beyond. For the year 2024, production guidance for 2024 has been revised to between 70,000 and 73,000 boe/d; however, the reduction is entirely from natural gas and there is no change to liquids guidance (13% of corporate production). Production from the recently acquired assets outperformed expectations during the second quarter of 2024, averaging approximately 15,000 boe/d (42 mmcf/d natural gas, 7,160 bbls/d oil, and 910 bbls/d NGLs).For the year 2025 and beyond, production growth is expected to be 16%. The reduced gas drilling program in 2024 is not expected to have a material impact to 2025 production.お知らせ • Feb 07+ 1 more updateAdvantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year 2024, the company expects production guidance range of 65,000 to 68,000 boe/d.お知らせ • Dec 01Advantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year, the company production is expected to average between 65,000 boe/d and 68,000 boe/d and the corporate decline rate is expected to remain at approximately 24%.すべての更新を表示Recent updatesBoard Change • May 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kate Minyard was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 11Advantage Energy Ltd. to Report Q1, 2026 Results on Apr 30, 2026Advantage Energy Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Apr 03Advantage Energy Ltd., Annual General Meeting, May 07, 2026Advantage Energy Ltd., Annual General Meeting, May 07, 2026. Location: alberta, calgary Canadaお知らせ • Oct 09Advantage Energy Ltd. to Report Q3, 2025 Results on Oct 28, 2025Advantage Energy Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jul 16Advantage Energy Ltd. to Report Q2, 2025 Results on Aug 06, 2025Advantage Energy Ltd. announced that they will report Q2, 2025 results on Aug 06, 2025お知らせ • May 07Advantage Energy Ltd. Announces Board ChangesAdvantage Energy Ltd. announced at annual general meeting held on May 6, 2025, approved appointment of Katherine L. Minyard as director of the company. Andy J. Mah did not stand for re-election at the Meeting and accordingly retired from the Board at its conclusion.お知らせ • Apr 25Advantage Energy Ltd. to Report Q1, 2025 Results on May 01, 2025Advantage Energy Ltd. announced that they will report Q1, 2025 results on May 01, 2025お知らせ • Apr 01Advantage Energy Ltd., Annual General Meeting, May 06, 2025Advantage Energy Ltd., Annual General Meeting, May 06, 2025. Location: alberta, calgary Canadaお知らせ • Mar 07Advantage Energy Ltd. Announces Board and Committee ChangesAdvantage Energy Ltd. announced that effective March 6, 2025, two new independent members, Messrs. Lawrence Massaro and Daniel Farb, have been appointed to the Board. The following is a brief biography of each of these new directors. Lawrence Massaro: Lawrence Massaro, known as Larry, was the Chief Executive Officer of Silverado Oil & Gas LLC from 2019 to 2022. Prior thereto, Mr. Massaro was the Chief Financial Officer and Executive Vice President of Newfield Exploration Co. from 2011 to 2019. Prior to joining Newfield, Mr. Massaro was the Head of Acquisitions and Divestitures at JP Morgan from 2005 to 2011. Mr. Massaro holds a Master of Business Administration from Southern Methodist University and a Bachelor of Science in Petroleum Engineering from Texas A&M University. Daniel Farb: Daniel Farb is an experienced investor and is currently the Managing Member of Mill Pond Capital. He has worked with Mill Pond Capital since 2021 and Highfields Capital from 2001 to 2021, where he was Managing Director from 2001 to 2019. Prior to Highfields Capital, he worked at Goldman, Sachs & Co. in the Mergers & Acquisition and Principal Investment Groups. Mr. Farb served as a director of Pharmacyte Biotech Inc. in 2022 and served as a director of MEG Energy Corp. from 2017 to 2018. Mr. Farb is a graduate from Harvard Business School, where he was a Baker and Loeb Scholar and holds a Bachelor of Commerce in Finance from McGill University. Messrs. Massaro and Farb will also join the special committee of independent directors of Advantage (the "Special Committee") announced on February 28, 2025, and such committee has been reconstituted to be comprised of Messrs. Norman MacDonald (Chair), David Smith, Lawrence Massaro and Daniel Farb. The Agreement also provides that Advantage will include an additional independent director to be nominated by Kimmeridge on the list of nominee directors to be set forth in Advantage's management proxy circular for the 2025 AGM. Advantage also announced that Ms. Janine McArdle has retired from the Board.お知らせ • Mar 05+ 1 more updateAn unknown buyer acquired Additional Non-Core Asset of Advantage Energy Ltd. for CAD 4 million.An unknown buyer acquired Additional Non-Core Asset of Advantage Energy Ltd. for CAD 4 million on December 31, 2024. An unknown buyer completed the acquisition of Additional Non-Core Asset of Advantage Energy Ltd. on December 31, 2024.お知らせ • Mar 01Advantage Energy Ltd. to Report Q4, 2024 Results on Mar 04, 2025Advantage Energy Ltd. announced that they will report Q4, 2024 results on Mar 04, 2025お知らせ • Feb 26Advantage Energy Ltd. Announces Board ChangesAdvantage Energy Ltd. announced that as part of its ongoing Board of Directors (the "Board") renewal process, Mr. Stephen Balog, the current Chair of the Board and director of the Corporation will be retiring from the Board at the Corporation's next annual general meeting of shareholders. Replacing Mr. Balog as Chair of the Board will be Mr. John Festival, who has been a director of Advantage since March 12, 2024. Mr. Festival has a distinguished career in the Canadian energy industry with over 35 years of experience. Mr. Festival has held multiple senior executive positions, including President and Chief Executive Officer of BlackRock Ventures Inc. from 1999 to 2006 and President and Chief Executive Officer of BlackPearl Resources Inc. from 2009 to 2019. Mr. Festival is currently the President and Chief Executive Officer of Broadview Energy Ltd., a private oil and gas company focused on heavy oil development, and he serves on the boards of Athabasca Oil Corporation and Cardinal Energy Ltd.お知らせ • Dec 12Advantage Energy Ltd. Provides Production Guidance for 2025Advantage Energy Ltd. Provided Production Guidance for 2025. For the year, company expects production to be approximately 80,000 boe/d to 83,000 boe/d.Buy Or Sell Opportunity • Nov 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €5.85. The fair value is estimated to be €7.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.New Risk • Oct 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x 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 (2.8x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (8.7% net profit margin).Reported Earnings • Oct 25Third quarter 2024 earnings released: CA$0.04 loss per share (vs CA$0.17 profit in 3Q 2023)Third quarter 2024 results: CA$0.04 loss per share (down from CA$0.17 profit in 3Q 2023). Revenue: CA$144.9m (up 8.2% from 3Q 2023). Net loss: CA$6.49m (down 123% from profit in 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% 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 • Oct 08Advantage Energy Ltd. Provides Production Guidance for 2024Advantage Energy Ltd. Provided Production Guidance for 2024. For the year, company expected production to be approximately 70,000 boe/d. The outlook for 2025 production remains unchanged.お知らせ • Sep 03Advantage Energy Ltd. Appoints David G. Smith to its Board of DirectorsAdvantage Energy Ltd. announced the appointment of David G. Smith to the Board of Directors, effective September 1, 2024. Mr. Smith has 40 years of experience in the western Canadian oil and gas industry including an extensive career at Keyera Corp. where he played a key role in leading the development and growth of Keyera over twenty years to become one of the largest mid-stream operators in Canada. He served as President and CEO of Keyera from 2015 to 2020 and prior thereto was President & Chief Operating Officer, Executive Vice-President-Liquids Business Unit, and Executive Vice-President & CFO. Prior to joining Keyera, Mr. Smith held progressively more senior finance roles at Gulf Canada Resources Limited and Imperial Oil. Mr. Smith is currently a director of Wajax Corporation, Advisory Board Chair of BluMaple Capital Partners, Board Chair of Arts Commons and a director of United Way of Calgary. He previously served as a director of Crew Energy Inc. until retiring in 2021.Reported Earnings • Jul 26Second quarter 2024 earnings released: CA$0.07 loss per share (vs CA$0.015 profit in 2Q 2023)Second quarter 2024 results: CA$0.07 loss per share (down from CA$0.015 profit in 2Q 2023). Revenue: CA$100.7m (down 4.2% from 2Q 2023). Net loss: CA$12.1m (down CA$14.6m from profit in 2Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jul 14Independent Director recently bought €161k worth of stockOn the 10th of July, Jill Angevine bought around 24k shares on-market at roughly €6.73 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.5m more in shares than they bought in the last 12 months.お知らせ • Jul 12Advantage Energy Ltd. to Report Q3, 2024 Results on Oct 24, 2024Advantage Energy Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024お知らせ • Jul 09Advantage Energy Ltd. Provides Updated Guidance for the Year 2024 and Updated Outlook for the Year 2025 and BeyondAdvantage Energy Ltd. provided updated guidance for the year 2024 and updated outlook for the year 2025 and beyond. For the year 2024, production guidance for 2024 has been revised to between 70,000 and 73,000 boe/d; however, the reduction is entirely from natural gas and there is no change to liquids guidance (13% of corporate production). Production from the recently acquired assets outperformed expectations during the second quarter of 2024, averaging approximately 15,000 boe/d (42 mmcf/d natural gas, 7,160 bbls/d oil, and 910 bbls/d NGLs).For the year 2025 and beyond, production growth is expected to be 16%. The reduced gas drilling program in 2024 is not expected to have a material impact to 2025 production.Buy Or Sell Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock has risen 3.0% to €6.90. The fair value is estimated to be €8.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Buy Or Sell Opportunity • Jun 28Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to €6.95. The fair value is estimated to be €8.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jun 25Advantage Energy Ltd. (TSX:AAV) completed the acquisition of Charlie Lake and Montney assets from Longshore Resources Ltd.Advantage Energy Ltd. (TSX:AAV) agreed to acquire Charlie Lake and Montney assets from Longshore Resources Ltd. for approximately CAD 450 million on June 10, 2024. A cash consideration of approximately CAD 450 million is subject to closing adjustments. The Acquisition will be funded through a combination of common equity, convertible debentures and an upsized credit facility. The Corporation has entered into an agreement with a syndicate of underwriters to raise gross proceeds of approximately CAD 65 million of subscription receipts and approximately CAD 130 million of extendible convertible unsecured subordinated debentures on a bought deal basis, with TD Securities Inc. and Scotiabank as joint bookrunners. The Corporation has also entered a debt commitment letter, led by Scotiabank and jointly underwritten with National Bank of Canada and RBC Capital Markets, for a committed and upsized approximately CAD 650 million revolving credit facility. Advantage Energy will deposit escrow amount of CAD 1.5 million to Lawson Lundell LLP. The Acquisition is expected to close by the end of June 2024 , pending closing conditions, including the receipt of necessary regulatory approvals. TD Securities is acting as exclusive financial advisor on the Acquisition. Scotiabank is acting as strategic advisor on the Acquisition. Burnet, Duckworth & Palmer LLP is acting as legal counsel to Advantage with respect to the Acquisition, the revised credit facilities and the Offering. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as U.S. legal counsel to Advantage with respect to the Offering. Blake, Cassels & Graydon LLP is acting as Canadian legal counsel to the Underwriters with respect to the Offering. National Bank Financial and RBC Capital Markets acted as financial advisors to the vendor. Advantage Energy Ltd. (TSX:AAV) completed the acquisition of Charlie Lake and Montney assets from Longshore Resources Ltd. on June 24, 2024.お知らせ • Jun 14Advantage Energy Ltd. has filed a Follow-on Equity Offering in the amount of CAD 65.01 million.Advantage Energy Ltd. has filed a Follow-on Equity Offering in the amount of CAD 65.01 million. Security Name: Subscription Receipts Security Type: Common Stock Securities Offered: 5,910,000 Price\Range: CAD 11Buy Or Sell Opportunity • Jun 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €7.50. The fair value is estimated to be €6.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.Buy Or Sell Opportunity • May 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to €7.25. The fair value is estimated to be €5.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.お知らせ • Apr 28Advantage Energy Ltd. to Report Q2, 2024 Results on Jul 25, 2024Advantage Energy Ltd. announced that they will report Q2, 2024 results on Jul 25, 2024Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CA$0.14 (vs CA$0.18 in 1Q 2023)First quarter 2024 results: EPS: CA$0.14 (down from CA$0.18 in 1Q 2023). Revenue: CA$139.4m (up 6.3% from 1Q 2023). Net income: CA$23.2m (down 22% from 1Q 2023). Profit margin: 17% (down from 23% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% 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 6% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €6.85. The fair value is estimated to be €5.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.お知らせ • Apr 03Advantage Energy Ltd., Annual General Meeting, May 14, 2024Advantage Energy Ltd., Annual General Meeting, May 14, 2024.Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director John Festival 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.Recent Insider Transactions • Mar 24Director recently bought €270k worth of stockOn the 19th of March, John Festival bought around 40k shares on-market at roughly €6.75 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.7m more in shares than they bought in the last 12 months.お知らせ • Mar 13Advantage Energy Ltd. Announces Board ChangesAdvantage Energy Ltd. announced the appointment of John Festival to its Board of Directors (the "Board"), effective March 12, 2024. Mr. Festival has over 35 years of experience in the energy industry and has held multiple senior executive positions, including President & CEO of BlackRock Ventures Inc. from 1999 to 2006 and President & CEO of BlackPearl Resources Inc. from 2009 to 2019. Mr. Festival is currently the President & CEO of Broadview Energy Ltd., a private oil and gas company focused on heavy oil development, and he serves on the boards of Athabasca Oil Corporation, Cardinal Energy Ltd., and i3 Energy PLC. Advantage is also announcing the retirement of Paul G. Haggis from its Board of Directors. Mr. Haggis joined the Board in 2008 and helped guide Advantage through periods of major transition, including its conversion from an income trust to a corporation in 2009 and its tactical shift to become a pure-play Montney producer in 2014. His extensive strategic knowledge and financial experience has been invaluable as Advantage has grown to become an industry-leading producer of clean, reliable, and sustainable energy for Canadians.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: CA$0.61 (vs CA$1.81 in FY 2022)Full year 2023 results: EPS: CA$0.61 (down from CA$1.81 in FY 2022). Revenue: CA$535.2m (down 38% from FY 2022). Net income: CA$101.6m (down 70% from FY 2022). Profit margin: 19% (down from 40% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% 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 40% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 01Advantage Energy Ltd. to Report Q1, 2024 Results on Apr 25, 2024Advantage Energy Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024New Risk • Feb 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (31% net profit margin).お知らせ • Feb 07+ 1 more updateAdvantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year 2024, the company expects production guidance range of 65,000 to 68,000 boe/d.New Risk • Feb 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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 0.5% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (31% net profit margin).お知らせ • Jan 27Advantage Energy Ltd. to Report Q4, 2023 Results on Mar 04, 2024Advantage Energy Ltd. announced that they will report Q4, 2023 results on Mar 04, 2024お知らせ • Dec 01Advantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year, the company production is expected to average between 65,000 boe/d and 68,000 boe/d and the corporate decline rate is expected to remain at approximately 24%.Recent Insider Transactions • Nov 03Director recently sold €1.0m worth of stockOn the 1st of November, Andy Mah sold around 150k shares on-market at roughly €6.90 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: CA$0.17 (vs CA$0.22 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.17 (down from CA$0.22 in 3Q 2022). Revenue: CA$136.7m (down 35% from 3Q 2022). Net income: CA$28.3m (down 31% from 3Q 2022). Profit margin: 21% (up from 20% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 70% per year.New Risk • Oct 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.9% 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 3.9% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (29% net profit margin). Significant insider selling over the past 3 months (€996k sold).お知らせ • Oct 07Advantage Energy Ltd. to Report Q3, 2023 Results on Oct 26, 2023Advantage Energy Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023Recent Insider Transactions • Sep 08Director recently sold €996k worth of stockOn the 31st of August, Andy Mah sold around 150k shares on-market at roughly €6.64 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.お知らせ • Aug 27Advantage Energy Ltd. (TSX:AAV) acquired Tommy Lakes facilities and Montney acreage from Calima Energy Limited (ASX:CE1) for AUD 11.8 million.Advantage Energy Ltd. (TSX:AAV) acquired Tommy Lakes facilities and Montney acreage from Calima Energy Limited (ASX:CE1) for AUD 11.8 million on August 25, 2023. Advantage Energy Ltd. (TSX:AAV) completed the acquisition of Tommy Lakes facilities and Montney acreage from Calima Energy Limited (ASX:CE1) on August 25, 2023.Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: CA$0.02 (vs CA$0.86 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.02 (down from CA$0.86 in 2Q 2022). Revenue: CA$93.4m (down 67% from 2Q 2022). Net income: CA$2.54m (down 99% from 2Q 2022). Profit margin: 2.7% (down from 58% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%. Over the last 3 years on average, earnings per share has increased by 90% per year whereas the company’s share price has increased by 86% per year.Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CA$0.18 (vs CA$0.10 in 1Q 2022)First quarter 2023 results: EPS: CA$0.18 (up from CA$0.10 in 1Q 2022). Revenue: CA$128.5m (down 23% from 1Q 2022). Net income: CA$29.7m (up 52% from 1Q 2022). Profit margin: 23% (up from 12% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 5.2% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: CA$1.81 (vs CA$2.17 in FY 2021)Full year 2022 results: EPS: CA$1.81 (down from CA$2.17 in FY 2021). Revenue: CA$858.1m (up 85% from FY 2021). Net income: CA$338.7m (down 18% from FY 2021). Profit margin: 40% (down from 89% in FY 2021). The decrease in margin was driven by higher expenses. Oil reserves and sales price Proven reserves: 9.963 MMbbls Average sales price/bbl (hedged): US$92.48 Gas reserves and sales price Proven reserves: 2037.39 Bcf Average sales price/mcf (hedged): US$5.55 LNG reserves and sales price Proven reserves: 19.311 MMbbls Average sales price/bbl (hedged): US$71.26 Combined production and costs Oil equivalent production: 20.356 MMboe (18.047 MMboe in FY 2021) Average production cost/Boe: US$3.16 (US$2.49/Boe in FY 2021) Revenue is expected to decline by 8.2% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jan 22Insider recently bought €66k worth of stockOn the 16th of January, John Quaife bought around 11k shares on-market at roughly €6.13 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €72k. Despite this recent purchase, insiders have collectively sold €6.3m more in shares than they bought in the last 12 months.Recent Insider Transactions • Nov 23Independent Director recently bought €72k worth of stockOn the 18th of November, Deirdre Choate bought around 9k shares on-market at roughly €8.01 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €6.4m more in shares than they bought in the last 12 months.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Marie McArdle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €8.55, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 425% over the past three years.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Marie McArdle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CA$0.22 (vs CA$0.23 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.22 (down from CA$0.23 in 3Q 2021). Revenue: CA$138.7m (up 9.8% from 3Q 2021). Net income: CA$40.8m (down 5.5% from 3Q 2021). Profit margin: 29% (down from 34% in 3Q 2021). Revenue is expected to fall by 7.7% p.a. on average during the next 2 years compared to a 4.7% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 83% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Sep 29Senior Vice President recently sold €394k worth of stockOn the 20th of September, Neil Bokenfohr sold around 50k shares on-market at roughly €7.88 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.0m. Insiders have been net sellers, collectively disposing of €9.5m more than they bought in the last 12 months.お知らせ • Sep 10Advantage Energy Ltd. to Report Q3, 2022 Results on Oct 27, 2022Advantage Energy Ltd. announced that they will report Q3, 2022 results on Oct 27, 2022Recent Insider Transactions • Aug 25Senior Vice President recently sold €436k worth of stockOn the 17th of August, Neil Bokenfohr sold around 50k shares on-market at roughly €8.72 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.0m. Insiders have been net sellers, collectively disposing of €8.7m more than they bought in the last 12 months.Recent Insider Transactions • Aug 17Director recently sold €193k worth of stockOn the 10th of August, Andy Mah sold around 23k shares on-market at roughly €8.29 per share. In the last 3 months, they made an even bigger sale worth €1.0m. Insiders have been net sellers, collectively disposing of €8.2m more than they bought in the last 12 months.Recent Insider Transactions • Aug 07Director recently sold €1.0m worth of stockOn the 5th of August, Andy Mah sold around 127k shares on-market at roughly €8.19 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.0m more than they bought in the last 12 months.Reported Earnings • Jul 30Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: CA$164.3m (up CA$155.6m from 2Q 2021).Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to €6.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 420% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.17 per share.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €6.00, the stock trades at a trailing P/E ratio of 3.7x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 443% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.00 per share.Reported Earnings • May 01First quarter 2022 earnings released: EPS: CA$0.10 (vs CA$0.002 loss in 1Q 2021)First quarter 2022 results: EPS: CA$0.10 (up from CA$0.002 loss in 1Q 2021). Revenue: CA$167.5m (up 78% from 1Q 2021). Net income: CA$19.6m (up CA$20.0m from 1Q 2021). Profit margin: 12% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 31%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Apr 13Chief Financial Officer recently sold €348k worth of stockOn the 8th of April, Craig Blackwood sold around 50k shares on-market at roughly €6.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €903k. Craig has been a seller over the last 12 months, reducing personal holdings by €828k.Recent Insider Transactions • Apr 02Senior Vice President recently sold €903k worth of stockOn the 29th of March, Neil Bokenfohr sold around 150k shares on-market at roughly €6.02 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to €5.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 276% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.36 per share.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €5.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 263% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.23 per share.Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$2.17 (up from CA$1.51 loss in FY 2020). Revenue: CA$458.9m (up 96% from FY 2020). Net income: CA$411.5m (up CA$695.6m from FY 2020). Profit margin: 90% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 19%, compared to a 75% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 25+ 1 more updateAdvantage Energy Ltd. Announces Retirement of Ron Mcintosh as Chair of Board, Effective May 5, 2022Advantage Energy Ltd. announced Mr. Ron McIntosh plans to retire on May 5, 2022, after 24 years of service with Advantage and predecessor companies. The new Chair of the Board will be appointed after Advantage's annual general and special meeting on May 5, 2022.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.36, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 218% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.72 per share.Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$120.0m (up 109% from 3Q 2020). Net income: CA$43.2m (up CA$64.8m from 3Q 2020). Profit margin: 36% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Oct 08CEO & Director recently sold €3.0m worth of stockOn the 5th of October, Andy Mah sold around 700k shares on-market at roughly €4.30 per share. This was the largest sale by an insider in the last 3 months. Andy has been a seller over the last 12 months, reducing personal holdings by €4.1m.Reported Earnings • Jul 30Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$77.1m (up 66% from 2Q 2020). Net income: CA$8.73m (up CA$28.8m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Jul 15CEO & Director recently sold €249k worth of stockOn the 9th of July, Andy Mah sold around 75k shares on-market at roughly €3.32 per share. In the last 3 months, they made an even bigger sale worth €587k. Andy has been a seller over the last 12 months, reducing personal holdings by €1.1m.Recent Insider Transactions • Jul 04Chief Financial Officer recently sold €168k worth of stockOn the 30th of June, Craig Blackwood sold around 50k shares on-market at roughly €3.36 per share. In the last 3 months, there was an even bigger sale from another insider worth €587k. This was Craig's only on-market trade for the last 12 months.Recent Insider Transactions • Jun 25CEO & Director recently sold €230k worth of stockOn the 23rd of June, Andy Mah sold around 75k shares on-market at roughly €3.06 per share. In the last 3 months, they made an even bigger sale worth €587k. Andy has been a seller over the last 12 months, reducing personal holdings by €817k.Recent Insider Transactions • Jun 06CEO & Director recently sold €587k worth of stockOn the 4th of June, Andy Mah sold around 200k shares on-market at roughly €2.94 per share. This was the largest sale by an insider in the last 3 months. This was Andy's only on-market trade for the last 12 months.Executive Departure • May 11Independent Director has left the companyOn the 6th of May, Grant Fagerheim's tenure as Independent Director ended after 7.0 years in the role. As of December 2020, Grant personally held 50.00k shares (€53k worth at the time). Grant is the only executive to leave the company over the last 12 months.Reported Earnings • May 01First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CA$64.1m (up 6.1% from 1Q 2020). Net loss: CA$425.0k (loss narrowed 100% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance.お知らせ • Mar 02Advantage Oil & Gas Ltd., Annual General Meeting, May 06, 2021Advantage Oil & Gas Ltd., Annual General Meeting, May 06, 2021.Reported Earnings • Feb 27Full year 2020 earnings releasedThe company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CA$236.2m (down 4.6% from FY 2019). Net loss: CA$284.0m (loss widened CA$259.4m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 139 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.07%. Over the next year, revenue is forecast to grow 57%, compared to a 30% growth forecast for the Oil and Gas industry in Germany.Is New 90 Day High Low • Feb 25New 90-day high: €1.76The company is up 29% from its price of €1.36 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.12 per share.Is New 90 Day High Low • Feb 10New 90-day high: €1.56The company is up 12% from its price of €1.39 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.69 per share.Is New 90 Day High Low • Dec 31New 90-day low: €1.06The company is down 5.0% from its price of €1.11 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.85 per share.Reported Earnings • Nov 03Third quarter 2020 earnings released: CA$0.12 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: CA$57.5m (up 24% from 3Q 2019). Net loss: CA$21.6m (loss narrowed 20% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 136% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of CA$310.1m, with earnings decreasing by CA$312.1m from the prior year. Total revenue was CA$248.5m over the last 12 months, up 2.7% from the prior year.Is New 90 Day High Low • Oct 22New 90-day high: €1.49The company is up 46% from its price of €1.02 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 39% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.59 per share.お知らせ • Sep 30Advantage Oil & Gas Ltd. and Competitive Power Ventures Announce Long-Term Natural Gas Supply Agreement for CPV Three Rivers Energy CenterAdvantage Oil & Gas Ltd. (Advantage) and Competitive Power Ventures (CPV) announced that the companies have agreed to a long-term gas supply agreement for the recently financed CPV Three Rivers Energy Center (CPV Three Rivers) in Grundy County, Illinois. Advantage will supply 25,000 MMbtu per day of clean, low emissions natural gas for a 10-year period, commencing upon CPV Three Rivers reaching commercial operation in early 2023. Commercial terms of the agreement are based upon a spark-spread pricing formula, providing Advantage revenue diversification through exposure to PJM power prices, back-stopped with a natural gas price collar which supports Advantage's ongoing development economics. The commencement date of this agreement complements Advantage's existing market diversification strategy, both in term and market access. Advantage will supply natural gas to CPV Three Rivers from its 400 mmcf/d Glacier Gas Plant located near Grande Prairie, Alberta, in the heart of the Montney fairway. The Glacier Gas Plant is a low emissions facility that incorporates carbon capture and sequestration technology. Advantage's world-class Montney asset has proved gas reserves of approximately 2 trillion cubic feet; this long reserve life, reliable and sustainable energy source will be delivered to CPV Three Rivers on the Alliance Pipeline through Advantage's existing Alliance meter station. CPV Three Rivers is a state-of-the-art 1,250-megawatt natural-gas-fueled, combined-cycle electric generation facility that will use GE's latest highly-efficient HA turbine technology, enabling unmatched efficiency of greater than 64%, with industry-leading flexibility. By displacing older, less efficient generation, this project is projected to avoid 1.7 million tons of carbon dioxide emissions per year. The availability of flexible, low-emitting resources like CPV Three Rivers is critical to help manage the intermittency of renewable generation and maintain grid reliability. CPV Three Rivers is a critical component to help realize the vision Illinois Governor J.B. Pritzker articulated in his recently announced energy plan for the state. CPV Three Rivers will sell its power into the PJM market, providing enough power to meet the demand of up to 1.25 million homes and businesses and helping the area transition away from ageing, inefficient power generation facilities. Construction commenced in early January of 2020 and commercial operation is expected to begin in early 2023. Both CPV and Advantage are pleased to be working together to provide clean, reliable and sustainable power to the PJM region for years to come.お知らせ • Aug 16Advantage Oil & Gas Ltd. to Report Q3, 2020 Results on Oct 29, 2020Advantage Oil & Gas Ltd. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 29, 2020業績と収益の成長予測DB:9SA0 - アナリストの将来予測と過去の財務データ ( )CAD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027997217227531412/31/202688614615446433/31/2026637112-103352N/A12/31/202564653-34357N/A9/30/202562461-76339N/A6/30/202562554-57306N/A3/31/2025571-30-68273N/A12/31/202449822-86218N/A9/30/20244894618250N/A6/30/20245018067294N/A3/31/20245079539285N/A12/31/202350910241323N/A9/30/202356917554347N/A6/30/202364418790380N/A3/31/2023822349227499N/A12/31/2022858339261502N/A9/30/2022809585209457N/A6/30/2022727587154381N/A3/31/202253843280281N/A12/31/202146541274223N/A9/30/20213847656186N/A6/30/20213161160164N/A3/31/2021268-183131N/A12/31/2020235-284-58101N/A9/30/2020239-310-61110N/A6/30/2020228-315-84112N/A3/31/2020233-292-47132N/A12/31/2019247-25N/A156N/A9/30/20192422N/A158N/A6/30/201925120N/A158N/A3/31/20192432N/A135N/A12/31/201822511N/A149N/A9/30/20182087N/A137N/A6/30/201819729N/A166N/A3/31/201821763N/A190N/A12/31/201722695N/A186N/A9/30/201723465N/A214N/A6/30/201723360N/A205N/A3/31/201719712N/A196N/A12/31/2016157-16N/A175N/A9/30/20161296N/A148N/A6/30/20161214N/A139N/A3/31/201612132N/A118N/A12/31/201512621N/A113N/A9/30/201513963N/A132N/A6/30/201515170N/A148N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 9SA0の予測収益成長率 (年間38.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 9SA0の収益 ( 38.2% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: 9SA0の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 9SA0の収益 ( 24% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 9SA0の収益 ( 24% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9SA0の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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2026/05/22 08:05終値2026/05/22 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Advantage Energy Ltd. 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。18 アナリスト機関Laique Ahmad Amir ArifATB CormarkPatrick O'RourkeATB CormarkRandy OllenbergerBMO Capital Markets Equity Research15 その他のアナリストを表示
お知らせ • Dec 12Advantage Energy Ltd. Provides Production Guidance for 2025Advantage Energy Ltd. Provided Production Guidance for 2025. For the year, company expects production to be approximately 80,000 boe/d to 83,000 boe/d.
お知らせ • Oct 08Advantage Energy Ltd. Provides Production Guidance for 2024Advantage Energy Ltd. Provided Production Guidance for 2024. For the year, company expected production to be approximately 70,000 boe/d. The outlook for 2025 production remains unchanged.
お知らせ • Jul 09Advantage Energy Ltd. Provides Updated Guidance for the Year 2024 and Updated Outlook for the Year 2025 and BeyondAdvantage Energy Ltd. provided updated guidance for the year 2024 and updated outlook for the year 2025 and beyond. For the year 2024, production guidance for 2024 has been revised to between 70,000 and 73,000 boe/d; however, the reduction is entirely from natural gas and there is no change to liquids guidance (13% of corporate production). Production from the recently acquired assets outperformed expectations during the second quarter of 2024, averaging approximately 15,000 boe/d (42 mmcf/d natural gas, 7,160 bbls/d oil, and 910 bbls/d NGLs).For the year 2025 and beyond, production growth is expected to be 16%. The reduced gas drilling program in 2024 is not expected to have a material impact to 2025 production.
お知らせ • Feb 07+ 1 more updateAdvantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year 2024, the company expects production guidance range of 65,000 to 68,000 boe/d.
お知らせ • Dec 01Advantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year, the company production is expected to average between 65,000 boe/d and 68,000 boe/d and the corporate decline rate is expected to remain at approximately 24%.
Board Change • May 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kate Minyard was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 11Advantage Energy Ltd. to Report Q1, 2026 Results on Apr 30, 2026Advantage Energy Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Apr 03Advantage Energy Ltd., Annual General Meeting, May 07, 2026Advantage Energy Ltd., Annual General Meeting, May 07, 2026. Location: alberta, calgary Canada
お知らせ • Oct 09Advantage Energy Ltd. to Report Q3, 2025 Results on Oct 28, 2025Advantage Energy Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jul 16Advantage Energy Ltd. to Report Q2, 2025 Results on Aug 06, 2025Advantage Energy Ltd. announced that they will report Q2, 2025 results on Aug 06, 2025
お知らせ • May 07Advantage Energy Ltd. Announces Board ChangesAdvantage Energy Ltd. announced at annual general meeting held on May 6, 2025, approved appointment of Katherine L. Minyard as director of the company. Andy J. Mah did not stand for re-election at the Meeting and accordingly retired from the Board at its conclusion.
お知らせ • Apr 25Advantage Energy Ltd. to Report Q1, 2025 Results on May 01, 2025Advantage Energy Ltd. announced that they will report Q1, 2025 results on May 01, 2025
お知らせ • Apr 01Advantage Energy Ltd., Annual General Meeting, May 06, 2025Advantage Energy Ltd., Annual General Meeting, May 06, 2025. Location: alberta, calgary Canada
お知らせ • Mar 07Advantage Energy Ltd. Announces Board and Committee ChangesAdvantage Energy Ltd. announced that effective March 6, 2025, two new independent members, Messrs. Lawrence Massaro and Daniel Farb, have been appointed to the Board. The following is a brief biography of each of these new directors. Lawrence Massaro: Lawrence Massaro, known as Larry, was the Chief Executive Officer of Silverado Oil & Gas LLC from 2019 to 2022. Prior thereto, Mr. Massaro was the Chief Financial Officer and Executive Vice President of Newfield Exploration Co. from 2011 to 2019. Prior to joining Newfield, Mr. Massaro was the Head of Acquisitions and Divestitures at JP Morgan from 2005 to 2011. Mr. Massaro holds a Master of Business Administration from Southern Methodist University and a Bachelor of Science in Petroleum Engineering from Texas A&M University. Daniel Farb: Daniel Farb is an experienced investor and is currently the Managing Member of Mill Pond Capital. He has worked with Mill Pond Capital since 2021 and Highfields Capital from 2001 to 2021, where he was Managing Director from 2001 to 2019. Prior to Highfields Capital, he worked at Goldman, Sachs & Co. in the Mergers & Acquisition and Principal Investment Groups. Mr. Farb served as a director of Pharmacyte Biotech Inc. in 2022 and served as a director of MEG Energy Corp. from 2017 to 2018. Mr. Farb is a graduate from Harvard Business School, where he was a Baker and Loeb Scholar and holds a Bachelor of Commerce in Finance from McGill University. Messrs. Massaro and Farb will also join the special committee of independent directors of Advantage (the "Special Committee") announced on February 28, 2025, and such committee has been reconstituted to be comprised of Messrs. Norman MacDonald (Chair), David Smith, Lawrence Massaro and Daniel Farb. The Agreement also provides that Advantage will include an additional independent director to be nominated by Kimmeridge on the list of nominee directors to be set forth in Advantage's management proxy circular for the 2025 AGM. Advantage also announced that Ms. Janine McArdle has retired from the Board.
お知らせ • Mar 05+ 1 more updateAn unknown buyer acquired Additional Non-Core Asset of Advantage Energy Ltd. for CAD 4 million.An unknown buyer acquired Additional Non-Core Asset of Advantage Energy Ltd. for CAD 4 million on December 31, 2024. An unknown buyer completed the acquisition of Additional Non-Core Asset of Advantage Energy Ltd. on December 31, 2024.
お知らせ • Mar 01Advantage Energy Ltd. to Report Q4, 2024 Results on Mar 04, 2025Advantage Energy Ltd. announced that they will report Q4, 2024 results on Mar 04, 2025
お知らせ • Feb 26Advantage Energy Ltd. Announces Board ChangesAdvantage Energy Ltd. announced that as part of its ongoing Board of Directors (the "Board") renewal process, Mr. Stephen Balog, the current Chair of the Board and director of the Corporation will be retiring from the Board at the Corporation's next annual general meeting of shareholders. Replacing Mr. Balog as Chair of the Board will be Mr. John Festival, who has been a director of Advantage since March 12, 2024. Mr. Festival has a distinguished career in the Canadian energy industry with over 35 years of experience. Mr. Festival has held multiple senior executive positions, including President and Chief Executive Officer of BlackRock Ventures Inc. from 1999 to 2006 and President and Chief Executive Officer of BlackPearl Resources Inc. from 2009 to 2019. Mr. Festival is currently the President and Chief Executive Officer of Broadview Energy Ltd., a private oil and gas company focused on heavy oil development, and he serves on the boards of Athabasca Oil Corporation and Cardinal Energy Ltd.
お知らせ • Dec 12Advantage Energy Ltd. Provides Production Guidance for 2025Advantage Energy Ltd. Provided Production Guidance for 2025. For the year, company expects production to be approximately 80,000 boe/d to 83,000 boe/d.
Buy Or Sell Opportunity • Nov 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €5.85. The fair value is estimated to be €7.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.
New Risk • Oct 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x 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 (2.8x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (8.7% net profit margin).
Reported Earnings • Oct 25Third quarter 2024 earnings released: CA$0.04 loss per share (vs CA$0.17 profit in 3Q 2023)Third quarter 2024 results: CA$0.04 loss per share (down from CA$0.17 profit in 3Q 2023). Revenue: CA$144.9m (up 8.2% from 3Q 2023). Net loss: CA$6.49m (down 123% from profit in 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% 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 • Oct 08Advantage Energy Ltd. Provides Production Guidance for 2024Advantage Energy Ltd. Provided Production Guidance for 2024. For the year, company expected production to be approximately 70,000 boe/d. The outlook for 2025 production remains unchanged.
お知らせ • Sep 03Advantage Energy Ltd. Appoints David G. Smith to its Board of DirectorsAdvantage Energy Ltd. announced the appointment of David G. Smith to the Board of Directors, effective September 1, 2024. Mr. Smith has 40 years of experience in the western Canadian oil and gas industry including an extensive career at Keyera Corp. where he played a key role in leading the development and growth of Keyera over twenty years to become one of the largest mid-stream operators in Canada. He served as President and CEO of Keyera from 2015 to 2020 and prior thereto was President & Chief Operating Officer, Executive Vice-President-Liquids Business Unit, and Executive Vice-President & CFO. Prior to joining Keyera, Mr. Smith held progressively more senior finance roles at Gulf Canada Resources Limited and Imperial Oil. Mr. Smith is currently a director of Wajax Corporation, Advisory Board Chair of BluMaple Capital Partners, Board Chair of Arts Commons and a director of United Way of Calgary. He previously served as a director of Crew Energy Inc. until retiring in 2021.
Reported Earnings • Jul 26Second quarter 2024 earnings released: CA$0.07 loss per share (vs CA$0.015 profit in 2Q 2023)Second quarter 2024 results: CA$0.07 loss per share (down from CA$0.015 profit in 2Q 2023). Revenue: CA$100.7m (down 4.2% from 2Q 2023). Net loss: CA$12.1m (down CA$14.6m from profit in 2Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jul 14Independent Director recently bought €161k worth of stockOn the 10th of July, Jill Angevine bought around 24k shares on-market at roughly €6.73 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.5m more in shares than they bought in the last 12 months.
お知らせ • Jul 12Advantage Energy Ltd. to Report Q3, 2024 Results on Oct 24, 2024Advantage Energy Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024
お知らせ • Jul 09Advantage Energy Ltd. Provides Updated Guidance for the Year 2024 and Updated Outlook for the Year 2025 and BeyondAdvantage Energy Ltd. provided updated guidance for the year 2024 and updated outlook for the year 2025 and beyond. For the year 2024, production guidance for 2024 has been revised to between 70,000 and 73,000 boe/d; however, the reduction is entirely from natural gas and there is no change to liquids guidance (13% of corporate production). Production from the recently acquired assets outperformed expectations during the second quarter of 2024, averaging approximately 15,000 boe/d (42 mmcf/d natural gas, 7,160 bbls/d oil, and 910 bbls/d NGLs).For the year 2025 and beyond, production growth is expected to be 16%. The reduced gas drilling program in 2024 is not expected to have a material impact to 2025 production.
Buy Or Sell Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock has risen 3.0% to €6.90. The fair value is estimated to be €8.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Buy Or Sell Opportunity • Jun 28Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to €6.95. The fair value is estimated to be €8.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jun 25Advantage Energy Ltd. (TSX:AAV) completed the acquisition of Charlie Lake and Montney assets from Longshore Resources Ltd.Advantage Energy Ltd. (TSX:AAV) agreed to acquire Charlie Lake and Montney assets from Longshore Resources Ltd. for approximately CAD 450 million on June 10, 2024. A cash consideration of approximately CAD 450 million is subject to closing adjustments. The Acquisition will be funded through a combination of common equity, convertible debentures and an upsized credit facility. The Corporation has entered into an agreement with a syndicate of underwriters to raise gross proceeds of approximately CAD 65 million of subscription receipts and approximately CAD 130 million of extendible convertible unsecured subordinated debentures on a bought deal basis, with TD Securities Inc. and Scotiabank as joint bookrunners. The Corporation has also entered a debt commitment letter, led by Scotiabank and jointly underwritten with National Bank of Canada and RBC Capital Markets, for a committed and upsized approximately CAD 650 million revolving credit facility. Advantage Energy will deposit escrow amount of CAD 1.5 million to Lawson Lundell LLP. The Acquisition is expected to close by the end of June 2024 , pending closing conditions, including the receipt of necessary regulatory approvals. TD Securities is acting as exclusive financial advisor on the Acquisition. Scotiabank is acting as strategic advisor on the Acquisition. Burnet, Duckworth & Palmer LLP is acting as legal counsel to Advantage with respect to the Acquisition, the revised credit facilities and the Offering. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as U.S. legal counsel to Advantage with respect to the Offering. Blake, Cassels & Graydon LLP is acting as Canadian legal counsel to the Underwriters with respect to the Offering. National Bank Financial and RBC Capital Markets acted as financial advisors to the vendor. Advantage Energy Ltd. (TSX:AAV) completed the acquisition of Charlie Lake and Montney assets from Longshore Resources Ltd. on June 24, 2024.
お知らせ • Jun 14Advantage Energy Ltd. has filed a Follow-on Equity Offering in the amount of CAD 65.01 million.Advantage Energy Ltd. has filed a Follow-on Equity Offering in the amount of CAD 65.01 million. Security Name: Subscription Receipts Security Type: Common Stock Securities Offered: 5,910,000 Price\Range: CAD 11
Buy Or Sell Opportunity • Jun 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €7.50. The fair value is estimated to be €6.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
Buy Or Sell Opportunity • May 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to €7.25. The fair value is estimated to be €5.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
お知らせ • Apr 28Advantage Energy Ltd. to Report Q2, 2024 Results on Jul 25, 2024Advantage Energy Ltd. announced that they will report Q2, 2024 results on Jul 25, 2024
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CA$0.14 (vs CA$0.18 in 1Q 2023)First quarter 2024 results: EPS: CA$0.14 (down from CA$0.18 in 1Q 2023). Revenue: CA$139.4m (up 6.3% from 1Q 2023). Net income: CA$23.2m (down 22% from 1Q 2023). Profit margin: 17% (down from 23% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% 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 6% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €6.85. The fair value is estimated to be €5.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
お知らせ • Apr 03Advantage Energy Ltd., Annual General Meeting, May 14, 2024Advantage Energy Ltd., Annual General Meeting, May 14, 2024.
Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director John Festival 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.
Recent Insider Transactions • Mar 24Director recently bought €270k worth of stockOn the 19th of March, John Festival bought around 40k shares on-market at roughly €6.75 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.7m more in shares than they bought in the last 12 months.
お知らせ • Mar 13Advantage Energy Ltd. Announces Board ChangesAdvantage Energy Ltd. announced the appointment of John Festival to its Board of Directors (the "Board"), effective March 12, 2024. Mr. Festival has over 35 years of experience in the energy industry and has held multiple senior executive positions, including President & CEO of BlackRock Ventures Inc. from 1999 to 2006 and President & CEO of BlackPearl Resources Inc. from 2009 to 2019. Mr. Festival is currently the President & CEO of Broadview Energy Ltd., a private oil and gas company focused on heavy oil development, and he serves on the boards of Athabasca Oil Corporation, Cardinal Energy Ltd., and i3 Energy PLC. Advantage is also announcing the retirement of Paul G. Haggis from its Board of Directors. Mr. Haggis joined the Board in 2008 and helped guide Advantage through periods of major transition, including its conversion from an income trust to a corporation in 2009 and its tactical shift to become a pure-play Montney producer in 2014. His extensive strategic knowledge and financial experience has been invaluable as Advantage has grown to become an industry-leading producer of clean, reliable, and sustainable energy for Canadians.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: CA$0.61 (vs CA$1.81 in FY 2022)Full year 2023 results: EPS: CA$0.61 (down from CA$1.81 in FY 2022). Revenue: CA$535.2m (down 38% from FY 2022). Net income: CA$101.6m (down 70% from FY 2022). Profit margin: 19% (down from 40% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% 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 40% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 01Advantage Energy Ltd. to Report Q1, 2024 Results on Apr 25, 2024Advantage Energy Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
New Risk • Feb 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (31% net profit margin).
お知らせ • Feb 07+ 1 more updateAdvantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year 2024, the company expects production guidance range of 65,000 to 68,000 boe/d.
New Risk • Feb 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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 0.5% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (31% net profit margin).
お知らせ • Jan 27Advantage Energy Ltd. to Report Q4, 2023 Results on Mar 04, 2024Advantage Energy Ltd. announced that they will report Q4, 2023 results on Mar 04, 2024
お知らせ • Dec 01Advantage Energy Ltd. Provides Production Guidance for the Year 2024Advantage Energy Ltd. provided production guidance for the year 2024. For the year, the company production is expected to average between 65,000 boe/d and 68,000 boe/d and the corporate decline rate is expected to remain at approximately 24%.
Recent Insider Transactions • Nov 03Director recently sold €1.0m worth of stockOn the 1st of November, Andy Mah sold around 150k shares on-market at roughly €6.90 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.
Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: CA$0.17 (vs CA$0.22 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.17 (down from CA$0.22 in 3Q 2022). Revenue: CA$136.7m (down 35% from 3Q 2022). Net income: CA$28.3m (down 31% from 3Q 2022). Profit margin: 21% (up from 20% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 70% per year.
New Risk • Oct 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.9% 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 3.9% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (29% net profit margin). Significant insider selling over the past 3 months (€996k sold).
お知らせ • Oct 07Advantage Energy Ltd. to Report Q3, 2023 Results on Oct 26, 2023Advantage Energy Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
Recent Insider Transactions • Sep 08Director recently sold €996k worth of stockOn the 31st of August, Andy Mah sold around 150k shares on-market at roughly €6.64 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
お知らせ • Aug 27Advantage Energy Ltd. (TSX:AAV) acquired Tommy Lakes facilities and Montney acreage from Calima Energy Limited (ASX:CE1) for AUD 11.8 million.Advantage Energy Ltd. (TSX:AAV) acquired Tommy Lakes facilities and Montney acreage from Calima Energy Limited (ASX:CE1) for AUD 11.8 million on August 25, 2023. Advantage Energy Ltd. (TSX:AAV) completed the acquisition of Tommy Lakes facilities and Montney acreage from Calima Energy Limited (ASX:CE1) on August 25, 2023.
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: CA$0.02 (vs CA$0.86 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.02 (down from CA$0.86 in 2Q 2022). Revenue: CA$93.4m (down 67% from 2Q 2022). Net income: CA$2.54m (down 99% from 2Q 2022). Profit margin: 2.7% (down from 58% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.0% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%. Over the last 3 years on average, earnings per share has increased by 90% per year whereas the company’s share price has increased by 86% per year.
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CA$0.18 (vs CA$0.10 in 1Q 2022)First quarter 2023 results: EPS: CA$0.18 (up from CA$0.10 in 1Q 2022). Revenue: CA$128.5m (down 23% from 1Q 2022). Net income: CA$29.7m (up 52% from 1Q 2022). Profit margin: 23% (up from 12% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 5.2% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: CA$1.81 (vs CA$2.17 in FY 2021)Full year 2022 results: EPS: CA$1.81 (down from CA$2.17 in FY 2021). Revenue: CA$858.1m (up 85% from FY 2021). Net income: CA$338.7m (down 18% from FY 2021). Profit margin: 40% (down from 89% in FY 2021). The decrease in margin was driven by higher expenses. Oil reserves and sales price Proven reserves: 9.963 MMbbls Average sales price/bbl (hedged): US$92.48 Gas reserves and sales price Proven reserves: 2037.39 Bcf Average sales price/mcf (hedged): US$5.55 LNG reserves and sales price Proven reserves: 19.311 MMbbls Average sales price/bbl (hedged): US$71.26 Combined production and costs Oil equivalent production: 20.356 MMboe (18.047 MMboe in FY 2021) Average production cost/Boe: US$3.16 (US$2.49/Boe in FY 2021) Revenue is expected to decline by 8.2% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jan 22Insider recently bought €66k worth of stockOn the 16th of January, John Quaife bought around 11k shares on-market at roughly €6.13 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €72k. Despite this recent purchase, insiders have collectively sold €6.3m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Nov 23Independent Director recently bought €72k worth of stockOn the 18th of November, Deirdre Choate bought around 9k shares on-market at roughly €8.01 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €6.4m more in shares than they bought in the last 12 months.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Marie McArdle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €8.55, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 425% over the past three years.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Marie McArdle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CA$0.22 (vs CA$0.23 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.22 (down from CA$0.23 in 3Q 2021). Revenue: CA$138.7m (up 9.8% from 3Q 2021). Net income: CA$40.8m (down 5.5% from 3Q 2021). Profit margin: 29% (down from 34% in 3Q 2021). Revenue is expected to fall by 7.7% p.a. on average during the next 2 years compared to a 4.7% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 83% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Sep 29Senior Vice President recently sold €394k worth of stockOn the 20th of September, Neil Bokenfohr sold around 50k shares on-market at roughly €7.88 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.0m. Insiders have been net sellers, collectively disposing of €9.5m more than they bought in the last 12 months.
お知らせ • Sep 10Advantage Energy Ltd. to Report Q3, 2022 Results on Oct 27, 2022Advantage Energy Ltd. announced that they will report Q3, 2022 results on Oct 27, 2022
Recent Insider Transactions • Aug 25Senior Vice President recently sold €436k worth of stockOn the 17th of August, Neil Bokenfohr sold around 50k shares on-market at roughly €8.72 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.0m. Insiders have been net sellers, collectively disposing of €8.7m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 17Director recently sold €193k worth of stockOn the 10th of August, Andy Mah sold around 23k shares on-market at roughly €8.29 per share. In the last 3 months, they made an even bigger sale worth €1.0m. Insiders have been net sellers, collectively disposing of €8.2m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 07Director recently sold €1.0m worth of stockOn the 5th of August, Andy Mah sold around 127k shares on-market at roughly €8.19 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.0m more than they bought in the last 12 months.
Reported Earnings • Jul 30Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: CA$164.3m (up CA$155.6m from 2Q 2021).
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to €6.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 420% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.17 per share.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €6.00, the stock trades at a trailing P/E ratio of 3.7x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 443% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.00 per share.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: CA$0.10 (vs CA$0.002 loss in 1Q 2021)First quarter 2022 results: EPS: CA$0.10 (up from CA$0.002 loss in 1Q 2021). Revenue: CA$167.5m (up 78% from 1Q 2021). Net income: CA$19.6m (up CA$20.0m from 1Q 2021). Profit margin: 12% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 31%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Apr 13Chief Financial Officer recently sold €348k worth of stockOn the 8th of April, Craig Blackwood sold around 50k shares on-market at roughly €6.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €903k. Craig has been a seller over the last 12 months, reducing personal holdings by €828k.
Recent Insider Transactions • Apr 02Senior Vice President recently sold €903k worth of stockOn the 29th of March, Neil Bokenfohr sold around 150k shares on-market at roughly €6.02 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to €5.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 276% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.36 per share.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €5.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 263% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.23 per share.
Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$2.17 (up from CA$1.51 loss in FY 2020). Revenue: CA$458.9m (up 96% from FY 2020). Net income: CA$411.5m (up CA$695.6m from FY 2020). Profit margin: 90% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 19%, compared to a 75% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 25+ 1 more updateAdvantage Energy Ltd. Announces Retirement of Ron Mcintosh as Chair of Board, Effective May 5, 2022Advantage Energy Ltd. announced Mr. Ron McIntosh plans to retire on May 5, 2022, after 24 years of service with Advantage and predecessor companies. The new Chair of the Board will be appointed after Advantage's annual general and special meeting on May 5, 2022.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.36, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 218% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.72 per share.
Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$120.0m (up 109% from 3Q 2020). Net income: CA$43.2m (up CA$64.8m from 3Q 2020). Profit margin: 36% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Oct 08CEO & Director recently sold €3.0m worth of stockOn the 5th of October, Andy Mah sold around 700k shares on-market at roughly €4.30 per share. This was the largest sale by an insider in the last 3 months. Andy has been a seller over the last 12 months, reducing personal holdings by €4.1m.
Reported Earnings • Jul 30Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$77.1m (up 66% from 2Q 2020). Net income: CA$8.73m (up CA$28.8m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Jul 15CEO & Director recently sold €249k worth of stockOn the 9th of July, Andy Mah sold around 75k shares on-market at roughly €3.32 per share. In the last 3 months, they made an even bigger sale worth €587k. Andy has been a seller over the last 12 months, reducing personal holdings by €1.1m.
Recent Insider Transactions • Jul 04Chief Financial Officer recently sold €168k worth of stockOn the 30th of June, Craig Blackwood sold around 50k shares on-market at roughly €3.36 per share. In the last 3 months, there was an even bigger sale from another insider worth €587k. This was Craig's only on-market trade for the last 12 months.
Recent Insider Transactions • Jun 25CEO & Director recently sold €230k worth of stockOn the 23rd of June, Andy Mah sold around 75k shares on-market at roughly €3.06 per share. In the last 3 months, they made an even bigger sale worth €587k. Andy has been a seller over the last 12 months, reducing personal holdings by €817k.
Recent Insider Transactions • Jun 06CEO & Director recently sold €587k worth of stockOn the 4th of June, Andy Mah sold around 200k shares on-market at roughly €2.94 per share. This was the largest sale by an insider in the last 3 months. This was Andy's only on-market trade for the last 12 months.
Executive Departure • May 11Independent Director has left the companyOn the 6th of May, Grant Fagerheim's tenure as Independent Director ended after 7.0 years in the role. As of December 2020, Grant personally held 50.00k shares (€53k worth at the time). Grant is the only executive to leave the company over the last 12 months.
Reported Earnings • May 01First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CA$64.1m (up 6.1% from 1Q 2020). Net loss: CA$425.0k (loss narrowed 100% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 02Advantage Oil & Gas Ltd., Annual General Meeting, May 06, 2021Advantage Oil & Gas Ltd., Annual General Meeting, May 06, 2021.
Reported Earnings • Feb 27Full year 2020 earnings releasedThe company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CA$236.2m (down 4.6% from FY 2019). Net loss: CA$284.0m (loss widened CA$259.4m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 139 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.07%. Over the next year, revenue is forecast to grow 57%, compared to a 30% growth forecast for the Oil and Gas industry in Germany.
Is New 90 Day High Low • Feb 25New 90-day high: €1.76The company is up 29% from its price of €1.36 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.12 per share.
Is New 90 Day High Low • Feb 10New 90-day high: €1.56The company is up 12% from its price of €1.39 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.69 per share.
Is New 90 Day High Low • Dec 31New 90-day low: €1.06The company is down 5.0% from its price of €1.11 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.85 per share.
Reported Earnings • Nov 03Third quarter 2020 earnings released: CA$0.12 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: CA$57.5m (up 24% from 3Q 2019). Net loss: CA$21.6m (loss narrowed 20% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 136% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of CA$310.1m, with earnings decreasing by CA$312.1m from the prior year. Total revenue was CA$248.5m over the last 12 months, up 2.7% from the prior year.
Is New 90 Day High Low • Oct 22New 90-day high: €1.49The company is up 46% from its price of €1.02 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 39% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.59 per share.
お知らせ • Sep 30Advantage Oil & Gas Ltd. and Competitive Power Ventures Announce Long-Term Natural Gas Supply Agreement for CPV Three Rivers Energy CenterAdvantage Oil & Gas Ltd. (Advantage) and Competitive Power Ventures (CPV) announced that the companies have agreed to a long-term gas supply agreement for the recently financed CPV Three Rivers Energy Center (CPV Three Rivers) in Grundy County, Illinois. Advantage will supply 25,000 MMbtu per day of clean, low emissions natural gas for a 10-year period, commencing upon CPV Three Rivers reaching commercial operation in early 2023. Commercial terms of the agreement are based upon a spark-spread pricing formula, providing Advantage revenue diversification through exposure to PJM power prices, back-stopped with a natural gas price collar which supports Advantage's ongoing development economics. The commencement date of this agreement complements Advantage's existing market diversification strategy, both in term and market access. Advantage will supply natural gas to CPV Three Rivers from its 400 mmcf/d Glacier Gas Plant located near Grande Prairie, Alberta, in the heart of the Montney fairway. The Glacier Gas Plant is a low emissions facility that incorporates carbon capture and sequestration technology. Advantage's world-class Montney asset has proved gas reserves of approximately 2 trillion cubic feet; this long reserve life, reliable and sustainable energy source will be delivered to CPV Three Rivers on the Alliance Pipeline through Advantage's existing Alliance meter station. CPV Three Rivers is a state-of-the-art 1,250-megawatt natural-gas-fueled, combined-cycle electric generation facility that will use GE's latest highly-efficient HA turbine technology, enabling unmatched efficiency of greater than 64%, with industry-leading flexibility. By displacing older, less efficient generation, this project is projected to avoid 1.7 million tons of carbon dioxide emissions per year. The availability of flexible, low-emitting resources like CPV Three Rivers is critical to help manage the intermittency of renewable generation and maintain grid reliability. CPV Three Rivers is a critical component to help realize the vision Illinois Governor J.B. Pritzker articulated in his recently announced energy plan for the state. CPV Three Rivers will sell its power into the PJM market, providing enough power to meet the demand of up to 1.25 million homes and businesses and helping the area transition away from ageing, inefficient power generation facilities. Construction commenced in early January of 2020 and commercial operation is expected to begin in early 2023. Both CPV and Advantage are pleased to be working together to provide clean, reliable and sustainable power to the PJM region for years to come.
お知らせ • Aug 16Advantage Oil & Gas Ltd. to Report Q3, 2020 Results on Oct 29, 2020Advantage Oil & Gas Ltd. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 29, 2020