View ValuationKaroon Energy 将来の成長Future 基準チェック /16Karoon Energyの収益は年間2.1%で減少すると予測されていますが、年間利益は年間2.2%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に8.2% 4.5%なると予測されています。主要情報2.2%収益成長率4.46%EPS成長率Oil and Gas 収益成長44.5%収益成長率-2.1%将来の株主資本利益率8.17%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • Dec 26Karoon Announces Bauna Project Production RestartsKaroon advised that the Baúna Project recommenced production late on 22 December 2024 (Brasilia Time). This follows the successful repair of one of the failed anchor chains which forms part of the mooring system on the FPSO, Cidade de Itajaí, and receipt of regulatory authority approvals to recommence operations. The second anchor chain is expected to be repaired by mid January. Karoon and the FPSO owner and operator, Altera&Ocyan are both investigating the anchor chains failure mechanism, with the objective to identify root causes and any lessons learned in order to help prevent reoccurrence. Prior to this shut-in, Baúna Project production was approximately 24,500 bopd. Karoon expects production to ramp back up over the coming days to approximately this level, prior to recommencing natural field decline of approximately 15% pa.お知らせ • Jan 23Karoon Energy Ltd Provides Production Guidance for the Year Ending December 31, 2024Karoon Energy Ltd. provided production guidance for year ending December 31, 2024. For the year, the company expects total production, including the Who Dat assets, to be in a range of 11.2 million to 13.5 million barrels of oil equivalent (MMboe), compared to the previous range of 12 MMboe to 14.5 MMboe, with Who Dat guidance unchanged.お知らせ • Jun 20Karoon Energy Ltd Revises Production Guidance for the Full Year 2023Karoon Energy Ltd. revised production guidance for the full year 2023. Based on the ramp up to date, fiscal year 2023 production guidance has been revised to 7.0 7.1 MMbbl against previous guidance of 7.0 - 7.7 MMbbl.Breakeven Date Change • Jul 01Forecast breakeven pushed back to 2022The 3 analysts covering Karoon Energy previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of AU$79.9m in 2022. Average annual earnings growth of 105% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • Mar 30Karoon Energy Limited Announces Directorate Changes, Effective March 30, 2026Karoon Energy Limited announces that Mr. Tadeu Fraga will stand down as a non-Executive Director of the Company on March 30, 2026. Mr. Fraga is leaving the Board for personal and family reasons. Since his appointment in 2022, Tadeu has made a significant contribution to Karoon, bringing his four decades of experience in the Brazilian and international oil and gas sector to Board deliberations. His extensive background in upstream development, technology and large-scale energy projects, together with his insight into the Brazilian operating environment, has been invaluable to Karoon during the transition of ownership of the Baúna FPSO and stabilisation of operations. He also provided significant input into the development of Karoon’s strategy and its renewed focus on operational excellence and safety performance. During his tenure, the Board has overseen several relevant outcomes, while also addressing challenges associated with the Baúna FPSO through the strategic acquisition of the asset. This has allowed full control of its safety and operational performance, its revitalisation and the extension of the Bauna field economic life. He contributed at Board level to a number of other key strategic decisions, including portfolio diversification through the Who Dat acquisition and the development of an organic growth pipeline. He also contributed to the establishment of the capital allocation and returns framework, the review of the sustainability strategy and the refresh of the Company´s organisation and leadership structures. Karoon announced the appointment of Mr. Fernando Borges as an independent, non-executive director, effective March 30, 2026. Mr. Borges’ respective skills and experience aligns with the Board’s skills matrix and future renewal requirements at both Board and Committee levels. Mr. Borges will be submitted for election at the Annual General Meeting (AGM) to be held on May 21, 2026 in Melbourne, pursuant to Karoon’s Constitutional requirements. Mr. Borges is an experienced oil and gas executive with more than 40 years’ experience at Petrobras, including 35 years in senior management across exploration, production, and institutional relations. He most recently served as Chief Exploration and Production Officer at Petrobras, overseeing 60 offshore production units and a portfolio of more than 280 E&P contracts with operated production of 3.7 million boepd. Fernando also led the LIBRA Consortium — Brazil's first production sharing contract — and has held board roles at the Brazilian Institute of Petroleum and the Brazilian Association of Oil and Gas Exploration and Production companies (ABEP). He is a Civil Engineer from the Federal University of Uberlândia, a Petroleum Engineer from Petrobras University, holds an Executive MBA from the Federal University of Rio de Janeiro/COPPEAD, completed INSEAD's Advanced Management Program, and is a Brazilian Institute of Corporate Governance (IBGC) Certified Board Member.お知らせ • Feb 26+ 1 more updateKaroon Energy Ltd Announces Distribution for the Six Months Ended December 31, 2025, Payable on March 31, 2026Karoon Energy Ltd. announced a new distribution for the six months ended December 31, 2025 in respect of its ordinary fully paid shares (KAR). The distribution amount is AUD 0.031 per share. The ex-date for the distribution is 5 March 2026, and the record date is 6 March 2026. The payment date has been fixed as 31 March 2026.お知らせ • Jan 10+ 5 more updatesKaroon Energy Ltd to Report Q3, 2026 Results on Oct 22, 2026Karoon Energy Ltd announced that they will report Q3, 2026 results on Oct 22, 2026お知らせ • Jan 09Karoon Energy Ltd, Annual General Meeting, May 21, 2026Karoon Energy Ltd, Annual General Meeting, May 21, 2026.お知らせ • Oct 31+ 1 more updateKaroon Energy Ltd Announces Chief Executive Officer ChangesKaroon Energy Ltd. has appointed Ms Carri Lockhart as its new Chief Executive Officer (CEO) effective from November 3, 2025. Ms Lockhart will succeed Dr Julian Fowles, who has resigned from Karoon as outlined in the ASX release dated July 23, 2025. Ms Lockhart brings extensive global experience in oil and gas with more than 30 years of experience in the energy industry, most recently at Equinor ASA and prior to that, at Marathon Oil Company. She has a proven track record in driving corporate strategic growth, leading large-scale operations, and managing complex projects to deliver strong value to shareholders. Ms Lockhart also has board and governance experience gained through holding non-executive director roles in publicly traded companies within the energy industry, including Williams Companies, a leading US natural gas processing and transportation company, and Innovex, an oil and gas engineering and manufacturing company. In addition, she has experience as a member of the management committee for Ascent Resources, a privately held energy company focused on northeast US shale gas. As a reservoir engineer, Carri has a deep understanding of the oil and gas industry, with considerable experience in managing large scale production assets safely, reliably and efficiently, and maturing and sanctioning development projects. She has worked successfully across multiple countries in diverse operating environments. She also has demonstrated skills in building and leading high performing multi-disciplinary management and operating teams, fostering operational excellence, and developing a strong corporate culture. This, together with her extensive board experience and excellent industry connections, make her the ideal person to build on the legacy left by Julian and lead Karoon through its next phase of growth.お知らせ • Sep 25Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for $25 million worth of its shares.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to $25 million. The plan will be valid till May 22, 2026. As of September 25, 2025, the company has 731,405,300 shares in issue.お知らせ • Mar 31Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for 20,800,000 shares, representing 2.77% for $22 million.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to 20,800,000 shares, representing 2.76% for $22 million. The plan will be valid till April 17, 2026. As of March 31, 2025, the company had 751,214,075 shares in issue.お知らせ • Mar 01Karoon Energy Ltd Declares Ordinary Dividend for Period of Six Months Ended December 31, 2024, Payable on March 31, 2025Karoon Energy Ltd. declared an ordinary dividend of AUD 0.05000000 for a period of six months ended December 31, 2024. The Ex Date is March 4, 2025, the Record Date is March 5, 2025, and the Payment Date is March 31, 2025.お知らせ • Jan 21Karoon Energy Ltd, Annual General Meeting, May 22, 2025Karoon Energy Ltd, Annual General Meeting, May 22, 2025.お知らせ • Dec 26Karoon Announces Bauna Project Production RestartsKaroon advised that the Baúna Project recommenced production late on 22 December 2024 (Brasilia Time). This follows the successful repair of one of the failed anchor chains which forms part of the mooring system on the FPSO, Cidade de Itajaí, and receipt of regulatory authority approvals to recommence operations. The second anchor chain is expected to be repaired by mid January. Karoon and the FPSO owner and operator, Altera&Ocyan are both investigating the anchor chains failure mechanism, with the objective to identify root causes and any lessons learned in order to help prevent reoccurrence. Prior to this shut-in, Baúna Project production was approximately 24,500 bopd. Karoon expects production to ramp back up over the coming days to approximately this level, prior to recommencing natural field decline of approximately 15% pa.お知らせ • Nov 29+ 4 more updatesKaroon Energy Ltd to Report First Half, 2025 Results on Jul 24, 2025Karoon Energy Ltd announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Oct 31Karoon Energy Ltd Announces Board ChangesKaroon announced that Mr. Clark Davey has ceased as Non-executive Director of the Company with immediate effect, 31 October 2024. Karoon Chair Peter Botten said Mr. Davey had made a significant contribution to Karoon over the past 14 years. Ms Joanne Palmer will replace Mr. Davey as the Chair of the Audit, Risk & Governance Committee of the Board with immediate effect.お知らせ • Oct 24Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for $25 million worth of its shares.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to $25 million worth of its shares. The plan will be valid till June 30, 2025 As of October 24, 2024, the company had 779,344,840 shares in issue.New Risk • Sep 17New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 6.1% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. High level of non-cash earnings (175% accrual ratio). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (39% increase in shares outstanding).New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.6% per year for the foreseeable future. High level of non-cash earnings (175% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (41% increase in shares outstanding).お知らせ • Jul 26Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for $25 million worth of its shares.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to $25 million worth of its shares. The plan will be valid till December 31, 2024. As of July 25, 2024, the company had 801,599,713 shares in issue.Recent Insider Transactions • Jun 30MD, CEO & Director recently bought €168k worth of stockOn the 26th of June, Julian Fowles bought around 150k shares on-market at roughly €1.12 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Julian's only on-market trade for the last 12 months.New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% 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 Risks Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. High level of non-cash earnings (175% accrual ratio). Minor Risk Shareholders have been diluted in the past year (42% increase in shares outstanding).お知らせ • Apr 24Karoon Energy Limited Announces Board AppointmentsKaroon Energy Limited has named Melissa Holzberger and Joanne Palmer as its two new independent, non-executive directors. Holzberger, an experienced independent non-executive director and commercial, energy and resources lawyer, has more than 20 years of experience in the international energy and resources sector. She has a deep understanding of energy operations and projects. She has earlier served at BHP, Rio Tinto and as a trusted adviser to multinational and Australian companies. Palmer, an experienced non-executive director of ASX-listed and unlisted companies in Australia's resources sector, has more than 27 years' professional experience providing audit and assurance services as a partner with EY and Pitcher Partners. Her international experience spans more than 25 years as a former external auditor and advisor to United Kingdom (UK) and Australian companies operating in Africa, Europe, America and Australasia.Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$0.40 (vs US$0.20 in FY 2022)Full year 2023 results: EPS: US$0.40 (up from US$0.20 in FY 2022). Revenue: US$825.8m (up 66% from FY 2022). Net income: US$245.0m (up 121% from FY 2022). Profit margin: 30% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 6.3% 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 111% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.New Risk • Feb 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% 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 Risks Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risk Shareholders have been diluted in the past year (42% increase in shares outstanding).お知らせ • Jan 23Karoon Energy Ltd Provides Production Guidance for the Year Ending December 31, 2024Karoon Energy Ltd. provided production guidance for year ending December 31, 2024. For the year, the company expects total production, including the Who Dat assets, to be in a range of 11.2 million to 13.5 million barrels of oil equivalent (MMboe), compared to the previous range of 12 MMboe to 14.5 MMboe, with Who Dat guidance unchanged.New Risk • Jan 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% 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 Risks Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risk Shareholders have been diluted in the past year (42% increase in shares outstanding).お知らせ • Jan 09+ 4 more updatesKaroon Energy Ltd to Report Q1, 2024 Results on Apr 24, 2024Karoon Energy Ltd announced that they will report Q1, 2024 results on Apr 24, 2024New Risk • Nov 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 34% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (34% increase in shares outstanding).お知らせ • Nov 18Karoon Energy Ltd has filed a Follow-on Equity Offering in the amount of AUD 480.000001 million.Karoon Energy Ltd has filed a Follow-on Equity Offering in the amount of AUD 480.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 83,074,339 Price\Range: AUD 2.05 Discount Per Security: AUD 0.056375 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 46,681,759 Price\Range: AUD 2.05 Discount Per Security: AUD 0.056375 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 104,390,244 Price\Range: AUD 2.05 Discount Per Security: AUD 0.056375 Transaction Features: Rights Offering; Subsequent Direct ListingNew Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).お知らせ • Nov 04+ 1 more updateKaroon Energy Ltd to Report Q4, 2023 Results on Jan 29, 2024Karoon Energy Ltd announced that they will report Q4, 2023 results on Jan 29, 2024お知らせ • Oct 20Karoon Energy Ltd, Annual General Meeting, Nov 23, 2023Karoon Energy Ltd, Annual General Meeting, Nov 23, 2023, at 10:00 AUS Eastern Standard Time. Location: Club Pavilion, Level 2, RACV Club, 501 Bourke Street, Melbourne Victoria Melbourne Victoria Australia Agenda: To consider RE-ELECTION OF MS LUCIANA BASTOS DE FREITAS RACHID AS A DIRECTOR; to consider RE-ELECTION OF MR PETER BOTTEN AC, CBE AS A DIRECTOR; to consider ADOPTION OF REMUNERATION REPORT; to APPROVAL TO ISSUE PERFORMANCE RIGHTS TO DR JULIAN FOWLES; and to receive and consider the Financial Report of the Company, together with the Directors' Report and the Independent Auditor's Report, for the financial year ended 30 June 2023, in accordance with the Corporations Act.New Risk • Aug 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% 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 Risks Earnings are forecast to decline by an average of 3.5% per year for the foreseeable future. High level of non-cash earnings (62% accrual ratio).お知らせ • Jul 28Karoon Energy Ltd to Report Fiscal Year 2023 Results on Aug 23, 2023Karoon Energy Ltd announced that they will report fiscal year 2023 results on Aug 23, 2023New Risk • Jun 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% 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 Risks Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. High level of non-cash earnings (62% accrual ratio).お知らせ • Jun 20Karoon Energy Ltd Revises Production Guidance for the Full Year 2023Karoon Energy Ltd. revised production guidance for the full year 2023. Based on the ramp up to date, fiscal year 2023 production guidance has been revised to 7.0 7.1 MMbbl against previous guidance of 7.0 - 7.7 MMbbl.New Risk • Jun 18New 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 Risks Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. High level of non-cash earnings (62% accrual ratio).Reported Earnings • Feb 23First half 2023 earnings released: EPS: US$0.14 (vs US$0.18 loss in 1H 2022)First half 2023 results: EPS: US$0.14 (up from US$0.18 loss in 1H 2022). Revenue: US$299.4m (up 61% from 1H 2022). Net income: US$77.6m (up US$175.3m from 1H 2022). Profit margin: 26% (up from net loss in 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Karoon Energy Ltd. Announces Neon Drilling UpdateKaroon reported that the Neon-1 (officially 9-NEO-1-SPS) control well, which spudded on 23 January 2023, reached a final total depth of 2,382 metres Measured Depth (MD) on 10 February 2023. Wireline logging of the target sections is presently underway. Neon-1 was drilled into the down-dip southern flank of the Neon discovery, to better constrain lithologies and reservoir quality, and reduce the range of uncertainty on the oil-water contact, with the overall objective to better understand the range of potentially recoverable volumes in Neon and assist in delineating pathways of potential future production wells. Although evaluation is ongoing, preliminary analysis of the logging-while-drilling (LWD) and wireline log data available to date, including preliminary inspection of whole core samples, confirms that the Palaeocene sandstone primary target zones are present and oil bearing at this location. The Palaeocene intervals, representing an extension of reservoirs tested at Echidna-1, were found to be present over a gross 113 metre MD interval. A probable oil-water contact has been identified, which is within the range of pre-drill expectations and closely aligned with predictions based on seismic analyses. The net pay thickness above the identified oil-water contact at this down-dip location is estimated at 25 metres MD. The deeper secondary target Maastrichtian sandstone section was confirmed to be water-bearing, consistent with pre-drill expectations. Analysis of pressure tests through the Palaeocene section indicates that the oil in this section lies on the same pressure gradient as the oil at Echidna-1, suggesting that the two wells are likely in communication. All reservoir quality estimates, including preliminary analysis of net pay and the oil-water contact depth, will be subject to further studies and calibration from laboratory analyses of physical samples, including of the 57 metres of core acquired from the well. The forward plan is to plug and abandon Neon-1 and mobilise the rig to the Neon-2 location. Neon- 2 will be drilled directionally to intersect a crestal location in the north of the Neon field. The objectives of Neon-2 are to determine the quality and continuity of the Palaeocene units and to determine Palaeocene pressure connectivity with the two wells drilled to date. Additionally, it is planned that Neon-2 will test a deeper zone below the existing Palaeocene discovery.お知らせ • Jan 24Karoon Energy Ltd Announces 23% Increase in BM-S-40 (Baúna) 2P ReservesKaroon Energy Ltd. announced an updated assessment of reserves and resources as at 31 December 2022 for its 100% owned Santos Basin concession, BM-S-40, in Brazil. This follows a review of all available subsurface and production data, including a reprocessed seismic dataset, newly acquired data from the recently completed Baúna well interventions and Patola drilling, and updated reservoir modelling. Karoon's internal assessment of reserves has been reviewed and certified by an independent third party, AGR Energy Services. BM-S-40 contains the Baúna and Piracaba producing fields and the Patola field, which is currently under development. Proved (1P), Proved and Probable (2P) and Proved, Probable and Possible (3P) reserves at 31 December 2022 have increased by 17%, 23% and 7%, to 42.8 MMbbl, 55.0 MMbbl and 65.5 MMbbl, respectively, compared to 30 June 2022. The revised reserves assessment takes into account the following: Recent production data confirming better than expected performance from the existing producing wells. This follows the successful conclusion of interventions in SPS-92, PRA-3 andSPS-56; Revised subsurface modelling of Patola capturing reservoir properties at the PAT-1 and PAT-2 wells which were better than pre-drill predictions; An extension of the assessed economic field life, with reserves now including production up to 2032. Production beyond this date has not been classified as reserves, due to the greater uncertainty on the FPSO maintenance requirements after this date; A long term oil price assumption of USD65/bbl; Production between 30 June 2022 and 31 December 2022 of 3.4 MMbbl. Based on these revisions, the conversion of the Patola Project contingent resources into reserves and total production of 11.2 MMbbl between taking over operatorship of Baúna in November 2020 and 31 December 2022, Karoon has achieved a 2P reserves replacement of 259%. Baúna contingent resources relating to the potential hook-up of the SPS-57 well have also been reassessed. Given the current uncertainty in resource potential and possible timing of this intervention, 1C, 2C and 3C contingent resources of 1.9 MMbbl, 4.2 MMbbl and 8.3 MMbbl, respectively, have been removed from the contingent resource estimates. No other changes to contingent resources have been made, with the Neon and Goiá contingent resources assessment unchanged from the 2022 Annual Report statement.お知らせ • Jan 20Karoon Energy Ltd Announces Brazil Regulatory Approvals Received for Neon DrillingKaroon Energy Ltd. announced regulatory approvals required for the planned drilling of two control wells on the Neon oil discovery were received in Brazil on 18 January 2023. Consequently, the Noble Developer drilling rig, which had been preparing to anchor at the BAN-1 location, is now being mobilised directly to Block S-M-1037 (Karoon 100%), with the first Neon control well expected to commence drilling in the next few days. The BAN-1 well intervention, to re-open a lower, previously producing reservoir zone, has been deferred to a later date.お知らせ • Jan 17Karoon Energy Ltd Provides Update on Patola FieldKaroon Energy Ltd. announced that Noble Developer drilling rig has finished drilling and completion activities on the Patola field. Installation of wellheads and Christmas trees on the two Patola development wells was finalised in early January 2023 and work is expected to commence shortly on installing the remaining subsea infrastructure, flowlines, umbilicals and other pipework required to connect the wells to the Cidade de Itajaí FPSO. Commissioning of the new facilities and first production from Patola is targeted to commence by the end of the first quarter of CY2023. The drilling rig is now being mobilised to the BAN-1 well location, where an intervention to re-open a lower zone in the well that had previously been in production will take place. This is the fourth and final intervention, which was deferred in order to accelerate the Patola development drilling. Karoon expects that there will be no material impact on the final Baúna intervention cost estimate, as previously provided to the market. After the BAN-1 intervention is complete, and subject to the receipt of regulatory approvals, it is planned that the drilling rig will then move to the Neon field to drill the first of potentially two Neon control wells. Karoon is actively engaging with regulatory authorities to obtain the necessary Neon approvals in a timely manner, in order to minimise any potential standby time.お知らせ • Dec 22+ 1 more updateKaroon Energy Ltd to Report First Half, 2023 Results on Feb 22, 2023Karoon Energy Ltd announced that they will report first half, 2023 results on Feb 22, 2023Reported Earnings • Aug 26Full year 2022 earnings released: US$0.12 loss per share (vs US$0.008 profit in FY 2021)Full year 2022 results: US$0.12 loss per share (down from US$0.008 profit in FY 2021). Revenue: US$385.1m (up 125% from FY 2021). Net loss: US$64.5m (down US$68.8m from profit in FY 2021). Over the next year, revenue is forecast to grow 110%, compared to a 52% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Executive Departure • Oct 03Chief Financial Officer Scott Hosking has left the companyOn the 27th of September, Scott Hosking's tenure as Chief Financial Officer ended after 15.6 years in the role. As of June 2021, Scott still personally held 614.63k shares (€514k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Sep 28Chief Financial Officer Scott Hosking has left the companyOn the 27th of September, Scott Hosking's tenure as Chief Financial Officer ended after 15.6 years in the role. As of June 2021, Scott still personally held 614.63k shares (€514k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.04 years, which is considered inexperienced in the Simply Wall St Risk Model.Breakeven Date Change • Jul 01Forecast breakeven pushed back to 2022The 3 analysts covering Karoon Energy previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of AU$79.9m in 2022. Average annual earnings growth of 105% is required to achieve expected profit on schedule.Executive Departure • Apr 01GM of South American & CEO of Brazil Timothy Hosking has left the companyOn the 31st of March, Timothy Hosking, was replaced as CEO by Julian Fowles. As of December 2020, Timothy personally held 298.33k shares (€198k worth at the time). A total of 4 executives have left over the last 12 months.Is New 90 Day High Low • Feb 17New 90-day high: €0.76The company is up 39% from its price of €0.55 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €7.20 per share.Recent Insider Transactions • Feb 03MD, CEO & Director recently bought €64k worth of stockOn the 1st of February, Julian Fowles bought around 100k shares on-market at roughly €0.64 per share. This was the largest purchase by an insider in the last 3 months. This was Julian's only on-market trade for the last 12 months.Is New 90 Day High Low • Dec 30New 90-day high: €0.67The company is up 41% from its price of €0.48 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.25 per share.Is New 90 Day High Low • Dec 12New 90-day high: €0.64The company is up 40% from its price of €0.45 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Oil and Gas industry, which is also up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.21 per share.Is New 90 Day High Low • Nov 12New 90-day high: €0.57The company is up 14% from its price of €0.51 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.82 per share.Is New 90 Day High Low • Oct 10New 90-day high: €0.54The company is up 62% from its price of €0.33 on 10 July 2020. The German market is up 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 47% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.72 per share.Reported Earnings • Sep 22Full year earnings released - €0.29 loss per shareOver the last 12 months the company has reported total losses of AU$127.8m, with losses widening by 349% from the prior year. Total revenue was AU$12.0m over the last 12 months, up 413% from the prior year.業績と収益の成長予測DB:LBL - アナリストの将来予測と過去の財務データ ( )USD 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12/31/2028588129220299912/31/2027687187198339912/31/2026696158102302912/31/2025629126-37251N/A9/30/2025652131-25272N/A6/30/2025675137-12292N/A3/31/2025726132101363N/A12/31/2024777128214435N/A12/31/2023826245-850607N/A6/30/2023567163-49306N/A3/31/2023532137-25272N/A12/31/20224981110237N/A9/30/20224422320196N/A6/30/2022385-6440154N/A3/31/2022359-7879155N/A12/31/2021334-92117156N/A9/30/2021252-44-1393N/A6/30/20211714-14330N/A3/31/202197-34-199-33N/A12/31/202024-69-240-92N/A9/30/202012-78-182-80N/A6/30/2020N/A-86-120-67N/A3/31/20201-49-90-45N/A12/31/20191-21-74-22N/A9/30/20191-17N/A-18N/A6/30/20192-13N/A-16N/A3/31/20191-66N/A-17N/A12/31/20181-118N/A-19N/A9/30/20181-126N/A-19N/A6/30/20181-135N/A-19N/A3/31/20180-109N/A-25N/A12/31/20170-79N/A-31N/A9/30/20171-72N/A-31N/A6/30/20171-63N/A-29N/A3/31/20171-42N/A-27N/A12/31/20161-21N/A-24N/A9/30/20161-52N/A-25N/A6/30/20161-78N/A-23N/A3/31/20162-64N/A-17N/A12/31/20152-45N/A-10N/A9/30/2015260N/A-10N/A6/30/20152178N/A-11N/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: LBLの予測収益成長率 (年間2.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: LBLの収益 ( 2.2% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: LBLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: LBLの収益は今後 3 年間で減少すると予想されています (年間-2.1% )。高い収益成長: LBLの収益は今後 3 年間で減少すると予測されています (年間-2.1% )。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: LBLの 自己資本利益率 は、3年後には低くなると予測されています ( 8.2 %)。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 00:36終値2026/05/22 00:00収益2025/12/31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Karoon Energy Ltd 9 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。17 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedJames RedfernBofA Global ResearchMatt ChalmersBofA Global Research14 その他のアナリストを表示
お知らせ • Dec 26Karoon Announces Bauna Project Production RestartsKaroon advised that the Baúna Project recommenced production late on 22 December 2024 (Brasilia Time). This follows the successful repair of one of the failed anchor chains which forms part of the mooring system on the FPSO, Cidade de Itajaí, and receipt of regulatory authority approvals to recommence operations. The second anchor chain is expected to be repaired by mid January. Karoon and the FPSO owner and operator, Altera&Ocyan are both investigating the anchor chains failure mechanism, with the objective to identify root causes and any lessons learned in order to help prevent reoccurrence. Prior to this shut-in, Baúna Project production was approximately 24,500 bopd. Karoon expects production to ramp back up over the coming days to approximately this level, prior to recommencing natural field decline of approximately 15% pa.
お知らせ • Jan 23Karoon Energy Ltd Provides Production Guidance for the Year Ending December 31, 2024Karoon Energy Ltd. provided production guidance for year ending December 31, 2024. For the year, the company expects total production, including the Who Dat assets, to be in a range of 11.2 million to 13.5 million barrels of oil equivalent (MMboe), compared to the previous range of 12 MMboe to 14.5 MMboe, with Who Dat guidance unchanged.
お知らせ • Jun 20Karoon Energy Ltd Revises Production Guidance for the Full Year 2023Karoon Energy Ltd. revised production guidance for the full year 2023. Based on the ramp up to date, fiscal year 2023 production guidance has been revised to 7.0 7.1 MMbbl against previous guidance of 7.0 - 7.7 MMbbl.
Breakeven Date Change • Jul 01Forecast breakeven pushed back to 2022The 3 analysts covering Karoon Energy previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of AU$79.9m in 2022. Average annual earnings growth of 105% is required to achieve expected profit on schedule.
お知らせ • Mar 30Karoon Energy Limited Announces Directorate Changes, Effective March 30, 2026Karoon Energy Limited announces that Mr. Tadeu Fraga will stand down as a non-Executive Director of the Company on March 30, 2026. Mr. Fraga is leaving the Board for personal and family reasons. Since his appointment in 2022, Tadeu has made a significant contribution to Karoon, bringing his four decades of experience in the Brazilian and international oil and gas sector to Board deliberations. His extensive background in upstream development, technology and large-scale energy projects, together with his insight into the Brazilian operating environment, has been invaluable to Karoon during the transition of ownership of the Baúna FPSO and stabilisation of operations. He also provided significant input into the development of Karoon’s strategy and its renewed focus on operational excellence and safety performance. During his tenure, the Board has overseen several relevant outcomes, while also addressing challenges associated with the Baúna FPSO through the strategic acquisition of the asset. This has allowed full control of its safety and operational performance, its revitalisation and the extension of the Bauna field economic life. He contributed at Board level to a number of other key strategic decisions, including portfolio diversification through the Who Dat acquisition and the development of an organic growth pipeline. He also contributed to the establishment of the capital allocation and returns framework, the review of the sustainability strategy and the refresh of the Company´s organisation and leadership structures. Karoon announced the appointment of Mr. Fernando Borges as an independent, non-executive director, effective March 30, 2026. Mr. Borges’ respective skills and experience aligns with the Board’s skills matrix and future renewal requirements at both Board and Committee levels. Mr. Borges will be submitted for election at the Annual General Meeting (AGM) to be held on May 21, 2026 in Melbourne, pursuant to Karoon’s Constitutional requirements. Mr. Borges is an experienced oil and gas executive with more than 40 years’ experience at Petrobras, including 35 years in senior management across exploration, production, and institutional relations. He most recently served as Chief Exploration and Production Officer at Petrobras, overseeing 60 offshore production units and a portfolio of more than 280 E&P contracts with operated production of 3.7 million boepd. Fernando also led the LIBRA Consortium — Brazil's first production sharing contract — and has held board roles at the Brazilian Institute of Petroleum and the Brazilian Association of Oil and Gas Exploration and Production companies (ABEP). He is a Civil Engineer from the Federal University of Uberlândia, a Petroleum Engineer from Petrobras University, holds an Executive MBA from the Federal University of Rio de Janeiro/COPPEAD, completed INSEAD's Advanced Management Program, and is a Brazilian Institute of Corporate Governance (IBGC) Certified Board Member.
お知らせ • Feb 26+ 1 more updateKaroon Energy Ltd Announces Distribution for the Six Months Ended December 31, 2025, Payable on March 31, 2026Karoon Energy Ltd. announced a new distribution for the six months ended December 31, 2025 in respect of its ordinary fully paid shares (KAR). The distribution amount is AUD 0.031 per share. The ex-date for the distribution is 5 March 2026, and the record date is 6 March 2026. The payment date has been fixed as 31 March 2026.
お知らせ • Jan 10+ 5 more updatesKaroon Energy Ltd to Report Q3, 2026 Results on Oct 22, 2026Karoon Energy Ltd announced that they will report Q3, 2026 results on Oct 22, 2026
お知らせ • Jan 09Karoon Energy Ltd, Annual General Meeting, May 21, 2026Karoon Energy Ltd, Annual General Meeting, May 21, 2026.
お知らせ • Oct 31+ 1 more updateKaroon Energy Ltd Announces Chief Executive Officer ChangesKaroon Energy Ltd. has appointed Ms Carri Lockhart as its new Chief Executive Officer (CEO) effective from November 3, 2025. Ms Lockhart will succeed Dr Julian Fowles, who has resigned from Karoon as outlined in the ASX release dated July 23, 2025. Ms Lockhart brings extensive global experience in oil and gas with more than 30 years of experience in the energy industry, most recently at Equinor ASA and prior to that, at Marathon Oil Company. She has a proven track record in driving corporate strategic growth, leading large-scale operations, and managing complex projects to deliver strong value to shareholders. Ms Lockhart also has board and governance experience gained through holding non-executive director roles in publicly traded companies within the energy industry, including Williams Companies, a leading US natural gas processing and transportation company, and Innovex, an oil and gas engineering and manufacturing company. In addition, she has experience as a member of the management committee for Ascent Resources, a privately held energy company focused on northeast US shale gas. As a reservoir engineer, Carri has a deep understanding of the oil and gas industry, with considerable experience in managing large scale production assets safely, reliably and efficiently, and maturing and sanctioning development projects. She has worked successfully across multiple countries in diverse operating environments. She also has demonstrated skills in building and leading high performing multi-disciplinary management and operating teams, fostering operational excellence, and developing a strong corporate culture. This, together with her extensive board experience and excellent industry connections, make her the ideal person to build on the legacy left by Julian and lead Karoon through its next phase of growth.
お知らせ • Sep 25Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for $25 million worth of its shares.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to $25 million. The plan will be valid till May 22, 2026. As of September 25, 2025, the company has 731,405,300 shares in issue.
お知らせ • Mar 31Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for 20,800,000 shares, representing 2.77% for $22 million.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to 20,800,000 shares, representing 2.76% for $22 million. The plan will be valid till April 17, 2026. As of March 31, 2025, the company had 751,214,075 shares in issue.
お知らせ • Mar 01Karoon Energy Ltd Declares Ordinary Dividend for Period of Six Months Ended December 31, 2024, Payable on March 31, 2025Karoon Energy Ltd. declared an ordinary dividend of AUD 0.05000000 for a period of six months ended December 31, 2024. The Ex Date is March 4, 2025, the Record Date is March 5, 2025, and the Payment Date is March 31, 2025.
お知らせ • Jan 21Karoon Energy Ltd, Annual General Meeting, May 22, 2025Karoon Energy Ltd, Annual General Meeting, May 22, 2025.
お知らせ • Dec 26Karoon Announces Bauna Project Production RestartsKaroon advised that the Baúna Project recommenced production late on 22 December 2024 (Brasilia Time). This follows the successful repair of one of the failed anchor chains which forms part of the mooring system on the FPSO, Cidade de Itajaí, and receipt of regulatory authority approvals to recommence operations. The second anchor chain is expected to be repaired by mid January. Karoon and the FPSO owner and operator, Altera&Ocyan are both investigating the anchor chains failure mechanism, with the objective to identify root causes and any lessons learned in order to help prevent reoccurrence. Prior to this shut-in, Baúna Project production was approximately 24,500 bopd. Karoon expects production to ramp back up over the coming days to approximately this level, prior to recommencing natural field decline of approximately 15% pa.
お知らせ • Nov 29+ 4 more updatesKaroon Energy Ltd to Report First Half, 2025 Results on Jul 24, 2025Karoon Energy Ltd announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Oct 31Karoon Energy Ltd Announces Board ChangesKaroon announced that Mr. Clark Davey has ceased as Non-executive Director of the Company with immediate effect, 31 October 2024. Karoon Chair Peter Botten said Mr. Davey had made a significant contribution to Karoon over the past 14 years. Ms Joanne Palmer will replace Mr. Davey as the Chair of the Audit, Risk & Governance Committee of the Board with immediate effect.
お知らせ • Oct 24Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for $25 million worth of its shares.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to $25 million worth of its shares. The plan will be valid till June 30, 2025 As of October 24, 2024, the company had 779,344,840 shares in issue.
New Risk • Sep 17New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 6.1% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. High level of non-cash earnings (175% accrual ratio). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (39% increase in shares outstanding).
New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.6% per year for the foreseeable future. High level of non-cash earnings (175% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (41% increase in shares outstanding).
お知らせ • Jul 26Karoon Energy Ltd (ASX:KAR) announces an Equity Buyback for $25 million worth of its shares.Karoon Energy Ltd (ASX:KAR) announces a share repurchase program. Under the program, the company will repurchase up to $25 million worth of its shares. The plan will be valid till December 31, 2024. As of July 25, 2024, the company had 801,599,713 shares in issue.
Recent Insider Transactions • Jun 30MD, CEO & Director recently bought €168k worth of stockOn the 26th of June, Julian Fowles bought around 150k shares on-market at roughly €1.12 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Julian's only on-market trade for the last 12 months.
New Risk • May 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% 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 Risks Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. High level of non-cash earnings (175% accrual ratio). Minor Risk Shareholders have been diluted in the past year (42% increase in shares outstanding).
お知らせ • Apr 24Karoon Energy Limited Announces Board AppointmentsKaroon Energy Limited has named Melissa Holzberger and Joanne Palmer as its two new independent, non-executive directors. Holzberger, an experienced independent non-executive director and commercial, energy and resources lawyer, has more than 20 years of experience in the international energy and resources sector. She has a deep understanding of energy operations and projects. She has earlier served at BHP, Rio Tinto and as a trusted adviser to multinational and Australian companies. Palmer, an experienced non-executive director of ASX-listed and unlisted companies in Australia's resources sector, has more than 27 years' professional experience providing audit and assurance services as a partner with EY and Pitcher Partners. Her international experience spans more than 25 years as a former external auditor and advisor to United Kingdom (UK) and Australian companies operating in Africa, Europe, America and Australasia.
Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$0.40 (vs US$0.20 in FY 2022)Full year 2023 results: EPS: US$0.40 (up from US$0.20 in FY 2022). Revenue: US$825.8m (up 66% from FY 2022). Net income: US$245.0m (up 121% from FY 2022). Profit margin: 30% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 6.3% 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 111% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% 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 Risks Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risk Shareholders have been diluted in the past year (42% increase in shares outstanding).
お知らせ • Jan 23Karoon Energy Ltd Provides Production Guidance for the Year Ending December 31, 2024Karoon Energy Ltd. provided production guidance for year ending December 31, 2024. For the year, the company expects total production, including the Who Dat assets, to be in a range of 11.2 million to 13.5 million barrels of oil equivalent (MMboe), compared to the previous range of 12 MMboe to 14.5 MMboe, with Who Dat guidance unchanged.
New Risk • Jan 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% 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 Risks Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risk Shareholders have been diluted in the past year (42% increase in shares outstanding).
お知らせ • Jan 09+ 4 more updatesKaroon Energy Ltd to Report Q1, 2024 Results on Apr 24, 2024Karoon Energy Ltd announced that they will report Q1, 2024 results on Apr 24, 2024
New Risk • Nov 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 34% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (34% increase in shares outstanding).
お知らせ • Nov 18Karoon Energy Ltd has filed a Follow-on Equity Offering in the amount of AUD 480.000001 million.Karoon Energy Ltd has filed a Follow-on Equity Offering in the amount of AUD 480.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 83,074,339 Price\Range: AUD 2.05 Discount Per Security: AUD 0.056375 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 46,681,759 Price\Range: AUD 2.05 Discount Per Security: AUD 0.056375 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 104,390,244 Price\Range: AUD 2.05 Discount Per Security: AUD 0.056375 Transaction Features: Rights Offering; Subsequent Direct Listing
New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
お知らせ • Nov 04+ 1 more updateKaroon Energy Ltd to Report Q4, 2023 Results on Jan 29, 2024Karoon Energy Ltd announced that they will report Q4, 2023 results on Jan 29, 2024
お知らせ • Oct 20Karoon Energy Ltd, Annual General Meeting, Nov 23, 2023Karoon Energy Ltd, Annual General Meeting, Nov 23, 2023, at 10:00 AUS Eastern Standard Time. Location: Club Pavilion, Level 2, RACV Club, 501 Bourke Street, Melbourne Victoria Melbourne Victoria Australia Agenda: To consider RE-ELECTION OF MS LUCIANA BASTOS DE FREITAS RACHID AS A DIRECTOR; to consider RE-ELECTION OF MR PETER BOTTEN AC, CBE AS A DIRECTOR; to consider ADOPTION OF REMUNERATION REPORT; to APPROVAL TO ISSUE PERFORMANCE RIGHTS TO DR JULIAN FOWLES; and to receive and consider the Financial Report of the Company, together with the Directors' Report and the Independent Auditor's Report, for the financial year ended 30 June 2023, in accordance with the Corporations Act.
New Risk • Aug 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.5% 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 Risks Earnings are forecast to decline by an average of 3.5% per year for the foreseeable future. High level of non-cash earnings (62% accrual ratio).
お知らせ • Jul 28Karoon Energy Ltd to Report Fiscal Year 2023 Results on Aug 23, 2023Karoon Energy Ltd announced that they will report fiscal year 2023 results on Aug 23, 2023
New Risk • Jun 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% 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 Risks Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. High level of non-cash earnings (62% accrual ratio).
お知らせ • Jun 20Karoon Energy Ltd Revises Production Guidance for the Full Year 2023Karoon Energy Ltd. revised production guidance for the full year 2023. Based on the ramp up to date, fiscal year 2023 production guidance has been revised to 7.0 7.1 MMbbl against previous guidance of 7.0 - 7.7 MMbbl.
New Risk • Jun 18New 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 Risks Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. High level of non-cash earnings (62% accrual ratio).
Reported Earnings • Feb 23First half 2023 earnings released: EPS: US$0.14 (vs US$0.18 loss in 1H 2022)First half 2023 results: EPS: US$0.14 (up from US$0.18 loss in 1H 2022). Revenue: US$299.4m (up 61% from 1H 2022). Net income: US$77.6m (up US$175.3m from 1H 2022). Profit margin: 26% (up from net loss in 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Karoon Energy Ltd. Announces Neon Drilling UpdateKaroon reported that the Neon-1 (officially 9-NEO-1-SPS) control well, which spudded on 23 January 2023, reached a final total depth of 2,382 metres Measured Depth (MD) on 10 February 2023. Wireline logging of the target sections is presently underway. Neon-1 was drilled into the down-dip southern flank of the Neon discovery, to better constrain lithologies and reservoir quality, and reduce the range of uncertainty on the oil-water contact, with the overall objective to better understand the range of potentially recoverable volumes in Neon and assist in delineating pathways of potential future production wells. Although evaluation is ongoing, preliminary analysis of the logging-while-drilling (LWD) and wireline log data available to date, including preliminary inspection of whole core samples, confirms that the Palaeocene sandstone primary target zones are present and oil bearing at this location. The Palaeocene intervals, representing an extension of reservoirs tested at Echidna-1, were found to be present over a gross 113 metre MD interval. A probable oil-water contact has been identified, which is within the range of pre-drill expectations and closely aligned with predictions based on seismic analyses. The net pay thickness above the identified oil-water contact at this down-dip location is estimated at 25 metres MD. The deeper secondary target Maastrichtian sandstone section was confirmed to be water-bearing, consistent with pre-drill expectations. Analysis of pressure tests through the Palaeocene section indicates that the oil in this section lies on the same pressure gradient as the oil at Echidna-1, suggesting that the two wells are likely in communication. All reservoir quality estimates, including preliminary analysis of net pay and the oil-water contact depth, will be subject to further studies and calibration from laboratory analyses of physical samples, including of the 57 metres of core acquired from the well. The forward plan is to plug and abandon Neon-1 and mobilise the rig to the Neon-2 location. Neon- 2 will be drilled directionally to intersect a crestal location in the north of the Neon field. The objectives of Neon-2 are to determine the quality and continuity of the Palaeocene units and to determine Palaeocene pressure connectivity with the two wells drilled to date. Additionally, it is planned that Neon-2 will test a deeper zone below the existing Palaeocene discovery.
お知らせ • Jan 24Karoon Energy Ltd Announces 23% Increase in BM-S-40 (Baúna) 2P ReservesKaroon Energy Ltd. announced an updated assessment of reserves and resources as at 31 December 2022 for its 100% owned Santos Basin concession, BM-S-40, in Brazil. This follows a review of all available subsurface and production data, including a reprocessed seismic dataset, newly acquired data from the recently completed Baúna well interventions and Patola drilling, and updated reservoir modelling. Karoon's internal assessment of reserves has been reviewed and certified by an independent third party, AGR Energy Services. BM-S-40 contains the Baúna and Piracaba producing fields and the Patola field, which is currently under development. Proved (1P), Proved and Probable (2P) and Proved, Probable and Possible (3P) reserves at 31 December 2022 have increased by 17%, 23% and 7%, to 42.8 MMbbl, 55.0 MMbbl and 65.5 MMbbl, respectively, compared to 30 June 2022. The revised reserves assessment takes into account the following: Recent production data confirming better than expected performance from the existing producing wells. This follows the successful conclusion of interventions in SPS-92, PRA-3 andSPS-56; Revised subsurface modelling of Patola capturing reservoir properties at the PAT-1 and PAT-2 wells which were better than pre-drill predictions; An extension of the assessed economic field life, with reserves now including production up to 2032. Production beyond this date has not been classified as reserves, due to the greater uncertainty on the FPSO maintenance requirements after this date; A long term oil price assumption of USD65/bbl; Production between 30 June 2022 and 31 December 2022 of 3.4 MMbbl. Based on these revisions, the conversion of the Patola Project contingent resources into reserves and total production of 11.2 MMbbl between taking over operatorship of Baúna in November 2020 and 31 December 2022, Karoon has achieved a 2P reserves replacement of 259%. Baúna contingent resources relating to the potential hook-up of the SPS-57 well have also been reassessed. Given the current uncertainty in resource potential and possible timing of this intervention, 1C, 2C and 3C contingent resources of 1.9 MMbbl, 4.2 MMbbl and 8.3 MMbbl, respectively, have been removed from the contingent resource estimates. No other changes to contingent resources have been made, with the Neon and Goiá contingent resources assessment unchanged from the 2022 Annual Report statement.
お知らせ • Jan 20Karoon Energy Ltd Announces Brazil Regulatory Approvals Received for Neon DrillingKaroon Energy Ltd. announced regulatory approvals required for the planned drilling of two control wells on the Neon oil discovery were received in Brazil on 18 January 2023. Consequently, the Noble Developer drilling rig, which had been preparing to anchor at the BAN-1 location, is now being mobilised directly to Block S-M-1037 (Karoon 100%), with the first Neon control well expected to commence drilling in the next few days. The BAN-1 well intervention, to re-open a lower, previously producing reservoir zone, has been deferred to a later date.
お知らせ • Jan 17Karoon Energy Ltd Provides Update on Patola FieldKaroon Energy Ltd. announced that Noble Developer drilling rig has finished drilling and completion activities on the Patola field. Installation of wellheads and Christmas trees on the two Patola development wells was finalised in early January 2023 and work is expected to commence shortly on installing the remaining subsea infrastructure, flowlines, umbilicals and other pipework required to connect the wells to the Cidade de Itajaí FPSO. Commissioning of the new facilities and first production from Patola is targeted to commence by the end of the first quarter of CY2023. The drilling rig is now being mobilised to the BAN-1 well location, where an intervention to re-open a lower zone in the well that had previously been in production will take place. This is the fourth and final intervention, which was deferred in order to accelerate the Patola development drilling. Karoon expects that there will be no material impact on the final Baúna intervention cost estimate, as previously provided to the market. After the BAN-1 intervention is complete, and subject to the receipt of regulatory approvals, it is planned that the drilling rig will then move to the Neon field to drill the first of potentially two Neon control wells. Karoon is actively engaging with regulatory authorities to obtain the necessary Neon approvals in a timely manner, in order to minimise any potential standby time.
お知らせ • Dec 22+ 1 more updateKaroon Energy Ltd to Report First Half, 2023 Results on Feb 22, 2023Karoon Energy Ltd announced that they will report first half, 2023 results on Feb 22, 2023
Reported Earnings • Aug 26Full year 2022 earnings released: US$0.12 loss per share (vs US$0.008 profit in FY 2021)Full year 2022 results: US$0.12 loss per share (down from US$0.008 profit in FY 2021). Revenue: US$385.1m (up 125% from FY 2021). Net loss: US$64.5m (down US$68.8m from profit in FY 2021). Over the next year, revenue is forecast to grow 110%, compared to a 52% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Executive Departure • Oct 03Chief Financial Officer Scott Hosking has left the companyOn the 27th of September, Scott Hosking's tenure as Chief Financial Officer ended after 15.6 years in the role. As of June 2021, Scott still personally held 614.63k shares (€514k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Sep 28Chief Financial Officer Scott Hosking has left the companyOn the 27th of September, Scott Hosking's tenure as Chief Financial Officer ended after 15.6 years in the role. As of June 2021, Scott still personally held 614.63k shares (€514k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.04 years, which is considered inexperienced in the Simply Wall St Risk Model.
Breakeven Date Change • Jul 01Forecast breakeven pushed back to 2022The 3 analysts covering Karoon Energy previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of AU$79.9m in 2022. Average annual earnings growth of 105% is required to achieve expected profit on schedule.
Executive Departure • Apr 01GM of South American & CEO of Brazil Timothy Hosking has left the companyOn the 31st of March, Timothy Hosking, was replaced as CEO by Julian Fowles. As of December 2020, Timothy personally held 298.33k shares (€198k worth at the time). A total of 4 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 17New 90-day high: €0.76The company is up 39% from its price of €0.55 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €7.20 per share.
Recent Insider Transactions • Feb 03MD, CEO & Director recently bought €64k worth of stockOn the 1st of February, Julian Fowles bought around 100k shares on-market at roughly €0.64 per share. This was the largest purchase by an insider in the last 3 months. This was Julian's only on-market trade for the last 12 months.
Is New 90 Day High Low • Dec 30New 90-day high: €0.67The company is up 41% from its price of €0.48 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.25 per share.
Is New 90 Day High Low • Dec 12New 90-day high: €0.64The company is up 40% from its price of €0.45 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Oil and Gas industry, which is also up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.21 per share.
Is New 90 Day High Low • Nov 12New 90-day high: €0.57The company is up 14% from its price of €0.51 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.82 per share.
Is New 90 Day High Low • Oct 10New 90-day high: €0.54The company is up 62% from its price of €0.33 on 10 July 2020. The German market is up 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 47% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.72 per share.
Reported Earnings • Sep 22Full year earnings released - €0.29 loss per shareOver the last 12 months the company has reported total losses of AU$127.8m, with losses widening by 349% from the prior year. Total revenue was AU$12.0m over the last 12 months, up 413% from the prior year.