View ValuationPeyto Exploration & Development 将来の成長Future 基準チェック /16Peyto Exploration & Developmentの収益は年間10.3%で減少すると予測されていますが、年間収益は年間7.1%で増加すると予想されています。EPS は年間0.2%で増加すると予想されています。主要情報-10.3%収益成長率0.20%EPS成長率Oil and Gas 収益成長6.2%収益成長率7.1%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19 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • Jun 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% 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 10% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Recent Insider Transactions • Jun 04Insider recently sold €508k worth of stockOn the 3rd of June, Lee Curran sold around 32k shares on-market at roughly €16.13 per share. This transaction amounted to 6.8% 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 €5.0m more than they bought in the last 12 months.Declared Dividend • May 20Dividend of CA$0.12 announcedShareholders will receive a dividend of CA$0.12. Ex-date: 29th May 2026 Payment date: 15th June 2026 Dividend yield will be 5.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.お知らせ • May 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to May 2026, Payable on June 15, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2026 of CAD 0.12 per common share is to be paid on June 15, 2026, for shareholders of record on May 31, 2026.お知らせ • Apr 17Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to April 2026, Payable on May 15, 2026Peyto Exploration & Development Corp. confirms that the monthly dividend with respect to April 2026 of $0.11 per common share is to be paid on May 15, 2026, for shareholders of record on April 30, 2026.お知らせ • Mar 14Peyto Exploration & Development Corp. Confirms March 2026 Monthly Dividend, Payable on April 15, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to March 2026 of $0.11 per common share is to be paid on April 15, 2026, for shareholders of record on March 31, 2026.お知らせ • Mar 10Peyto Exploration & Development Corp., Annual General Meeting, May 21, 2026Peyto Exploration & Development Corp., Annual General Meeting, May 21, 2026. Location: alberta, calgary Canadaお知らせ • Feb 14Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to February 2026, Payable on March 13, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to February 2026 of $0.11 per common share is to be paid on March 13, 2026, for shareholders of record on February 28, 2026.お知らせ • Jan 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for January 2026, Payable on February 13, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to January 2026 of $0.11 per common share is to be paid on February 13, 2026, for shareholders of record on January 31, 2026.お知らせ • Jan 08+ 3 more updatesPeyto Exploration & Development Corp. to Report Q1, 2026 Results on May 12, 2026Peyto Exploration & Development Corp. announced that they will report Q1, 2026 results on May 12, 2026お知らせ • Jan 06Peyto Exploration & Development Corp. announced that it has received CAD 100 million in fundingPeyto Exploration & Development Corp. announced a private placement to issue 5.03% non convertible senior secured notes for the gross proceeds of CAD 100,000,000 on January 5, 2026. Interest will be paid semi-annually in arrears and notes will be matured on January 5, 2033.お知らせ • Dec 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to December 2025, Payable on January 15, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to December 2025 of $0.11 per common share is to be paid on January 15, 2026, for shareholders of record on December 31, 2025.お知らせ • Nov 15Peyto Exploration & Development Corp. Confirms Monthly Dividend for December 15, 2025, Payable on December 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to November 2025 of $0.11 per common share is to be paid on December 15, 2025, for shareholders of record on November 30, 2025.お知らせ • Oct 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for November 14, 2025, Payable on November 14, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to October 2025 of $0.11 per common share is to be paid on November 14, 2025, for shareholders of record on October 31, 2025.お知らせ • Sep 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for October 15, 2025, Payable on October 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to September 2025 of $0.11 per common share is to be paid on October 15, 2025, for shareholders of record on September 30, 2025.お知らせ • Aug 16Peyto Exploration & Development Corp. Confirms August 2025 Monthly Dividend Payment, Payable on September 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to August 2025 of $0.11 per common share is to be paid on September 15, 2025, for shareholders of record on August 31, 2025.お知らせ • Jul 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for August 15, 2025, Payable on August 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to July 2025 of $0.11 per common share is to be paid on August 15, 2025, for shareholders of record on July 31, 2025.お知らせ • Jun 13+ 1 more updatePeyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to June 2025, Payable on July 15, 2025Peyto Exploration & Development Corp. confirmed the monthly dividend with respect to June 2025 of $0.11 per common share is to be paid on July 15, 2025, for shareholders of record on June 30, 2025.お知らせ • May 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to May 2025, Payable on June 13, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2025 of $0.11 per common share is to be paid on June 13, 2025, for shareholders of record on May 31, 2025.お知らせ • Apr 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to April 2025, Payable on May 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to April 2025 of $0.11 per common share is to be paid on May 15, 2025, for shareholders of record on April 30, 2025.お知らせ • Mar 15Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on April 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to March 2025 of $0.11 per common share is to be paid on April 15, 2025, for shareholders of record on March 31, 2025.お知らせ • Mar 11Peyto Exploration & Development Corp., Annual General Meeting, May 22, 2025Peyto Exploration & Development Corp., Annual General Meeting, May 22, 2025. Location: alberta, calgary Canadaお知らせ • Feb 15Peyto Exploration & Development Corp. Confirms Monthly Dividend of February 2025, Payable on March 14, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to February 2025 of $0.11 per common share is to be paid on March 14, 2025, for shareholders of record on February 28, 2025.お知らせ • Jan 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for January 2025, Payable on February 14, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to January 2025 of $0.11 per common share is to be paid on February 14, 2025, for shareholders of record on January 31, 2025.お知らせ • Jan 15+ 3 more updatesPeyto Exploration & Development Corp. to Report Q1, 2025 Results on May 13, 2025Peyto Exploration & Development Corp. announced that they will report Q1, 2025 results on May 13, 2025お知らせ • Dec 14Peyto Exploration & Development Corp. Confirms Monthly Dividend for December 2024, Payable on January 15, 2025Peyto Exploration & Development Corp. confirms that the monthly dividend with respect to December 2024 of $0.11 per common share is to be paid on January 15, 2025, for shareholders of record on December 31, 2024.お知らせ • Nov 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for November 2024, Payable on December 13, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to November 2024 of $0.11 per common share is to be paid on December 13, 2024, for shareholders of record on November 30, 2024.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: CA$0.26 (vs CA$0.33 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.26 (down from CA$0.33 in 3Q 2023). Revenue: CA$259.3m (up 41% from 3Q 2023). Net income: CA$51.0m (down 11% from 3Q 2023). Profit margin: 20% (down from 31% in 3Q 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, compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.Declared Dividend • Oct 21Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 31st October 2024 Payment date: 15th November 2024 Dividend yield will be 9.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 16Peyto Exploration & Development Corp. Announces October 2024 Monthly Dividend, Payable on November 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to October 2024 of $0.11 per common share is to be paid on November 15, 2024, for shareholders of record on October 31, 2024.Declared Dividend • Sep 22Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 9.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 14Peyto Exploration & Development Corp. Confirms Monthly Dividend for September 2024, Payable on October 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to September 2024 of $0.11 per common share is to be paid on October 15, 2024, for shareholders of record on September 30, 2024.Declared Dividend • Aug 26Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 9.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Aug 16Lead Independent Director recently sold €301k worth of stockOn the 15th of August, Michael MacBean sold around 31k shares on-market at roughly €9.87 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €1.6m more than they sold in the last 12 months.お知らせ • Aug 16Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on September 13, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to August 2024 of $0.11 per common share is to be paid on September 13, 2024, for shareholders of record on August 31, 2024.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CA$0.26 (vs CA$0.33 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.26 (down from CA$0.33 in 2Q 2023). Revenue: CA$256.6m (up 58% from 2Q 2023). Net income: CA$51.4m (down 10% from 2Q 2023). Profit margin: 20% (down from 35% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 38% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 22Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 31st July 2024 Payment date: 15th August 2024 Dividend yield will be 10%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 16Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on August 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to July 2024 of $0.11 per common share is to be paid on August 15, 2024, for shareholders of record on July 31, 2024.Declared Dividend • Jun 24Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 9.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 15Peyto Exploration & Development Corp. Confirms Monthly Dividend for June 2024, Payable on July 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to June 2024 of $0.11 per common share is to be paid on July 15, 2024, for shareholders of record on June 30, 2024.Declared Dividend • May 20Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 9.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 16First quarter 2024 earnings released: EPS: CA$0.51 (vs CA$0.52 in 1Q 2023)First quarter 2024 results: EPS: CA$0.51. Revenue: CA$345.2m (up 7.5% from 1Q 2023). Net income: CA$99.9m (up 11% from 1Q 2023). Profit margin: 29% (in line with 1Q 2023). 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.お知らせ • May 16Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on June 14, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2024 of $0.11 per common share is to be paid on June 14, 2024, for shareholders of record on May 31, 2024.Upcoming Dividend • Apr 25Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 15 May 2024. Payout ratio and cash payout ratio are on the higher end at 81% and 97% respectively. Trailing yield: 8.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.2%).Upcoming Dividend • Apr 25Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 15 May 2024. Payout ratio and cash payout ratio are on the higher end at 81% and 97% respectively. Trailing yield: 8.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.2%).Declared Dividend • Apr 23Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 29th April 2024 Payment date: 15th May 2024 Dividend yield will be 9.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (110% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 16Peyto Exploration & Development Corp. Confirms Monthly Dividend of April 2024, Payable on May 15, 2024Peyto Exploration & Development Corp. confirms that the monthly dividend with respect to April 2024 of $0.11 per common share is to be paid on May 15,2024, for shareholders of record on April 30, 2024.Declared Dividend • Mar 25Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 9.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (110% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 16Peyto Exploration & Development Corp. Confirms Monthly Dividend of March 2024, Payable on April 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to March 2024 of $0.11 per common share is to be paid on April 15, 2024, for shareholders of record on March 31, 2024.New Risk • Mar 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (110% cash payout ratio). Shareholders have been diluted in the past year (11% increase in shares outstanding).Reported Earnings • Mar 10Full year 2023 earnings released: EPS: CA$1.64 (vs CA$2.29 in FY 2022)Full year 2023 results: EPS: CA$1.64 (down from CA$2.29 in FY 2022). Revenue: CA$1.01b (down 32% from FY 2022). Net income: CA$292.6m (down 25% from FY 2022). Profit margin: 29% (up from 27% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.1% 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 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 26Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 28th February 2024 Payment date: 15th March 2024 Dividend yield will be 9.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 16Peyto Exploration & Development Corp. Confirms Monthly Dividend of February 2024, Payable on March 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to February 2024 of $0.11 per common share is to be paid on March 15, 2024, for shareholders of record on February 29, 2024.Upcoming Dividend • Jan 23Upcoming dividend of CA$0.11 per share at 10% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 15 February 2024. Payout ratio is a comfortable 63% and the cash payout ratio is 75%. Trailing yield: 10%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.2%).お知らせ • Jan 22+ 3 more updatesPeyto Exploration & Development Corp. to Report Q3, 2024 Results on Nov 12, 2024Peyto Exploration & Development Corp. announced that they will report Q3, 2024 results on Nov 12, 2024Declared Dividend • Jan 19Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 30th January 2024 Payment date: 15th February 2024 Dividend yield will be 11%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 16Peyto Exploration & Development Corp Announces Monthly Dividend of January 2024, Payable on February 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to January 2024 of $0.11 per common share is to be paid on February 15, 2024, for shareholders of record on January 31, 2024.Upcoming Dividend • Dec 21Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 January 2024. Payout ratio is a comfortable 63% and the cash payout ratio is 75%. Trailing yield: 11%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.1%).お知らせ • Dec 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for December 2023, Payable on January 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to December 2023 of $0.11 per common share is to be paid on January 15, 2024, for shareholders of record on December 31, 2023.Upcoming Dividend • Nov 22Upcoming dividend of CA$0.11 per share at 10% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 75%. Trailing yield: 10%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.8%).お知らせ • Nov 17Peyto Exploration & Development Corp. Announces Monthly Dividend for November 2023, Payable on December 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to November 2023 of CAD 0.11 per common share is to be paid on December 15, 2023, for shareholders of record on November 30, 2023. Dividends paid by Peyto to Canadian residents are eligible dividends for Canadian income tax purposes.お知らせ • Nov 10+ 1 more updatePeyto Exploration & Development Corp. Announces Promotion of Riley Frame to Chief Operating Officer, Effective January 1, 2024Peyto Exploration & Development Corp. announced the promotion of Riley Frame to Chief Operating Officer effective January 1, 2024. Mr. Frame has been with Peyto for 10 years as an exploitation engineer, Manager of Exploitation, and most recently, the VP Engineering. Mr. Frame has been instrumental to the growth of the Company’s reserves, enhancing well designs, and integral to managing Peyto’s development programs. Mr. Frame has a deep understanding of the Peyto business model and unique culture. Mr. Frame will be responsible for all the operations of the Company.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: CA$0.33 (vs CA$0.50 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.33 (down from CA$0.50 in 3Q 2022). Revenue: CA$217.3m (down 42% from 3Q 2022). Net income: CA$57.4m (down 32% from 3Q 2022). Profit margin: 26% (up from 23% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Oct 31Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €12.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Oct 23Upcoming dividend of CA$0.11 per share at 9.4% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 9.4%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.6%).お知らせ • Oct 19Peyto Exploration & Development Corp. announced that it expects to receive CAD 160 million in fundingPeyto Exploration & Development Corp. announced a private placement to issue 6.46% non convertible senior secured notes at an issue price of CAD 160,000,000 for the gross proceeds of CAD 160,000,000 on October 17, 2023. Interest will be paid semi-annually in arrears Closing of the private placement is expected to occur on October 24, 2023. The notes will be matured on October 31, 2030.お知らせ • Oct 15Peyto Exploration & Development Corp. Confirms Dividend for the Month of October 2023, Payable on November 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to October 2023 of $0.11 per common share is to be paid on November 15, 2023, for shareholders of record on October 31, 2023.お知らせ • Sep 28Peyto Exploration & Development Corp. has completed a Follow-on Equity Offering in the amount of CAD 175.049 million.Peyto Exploration & Development Corp. has completed a Follow-on Equity Offering in the amount of CAD 175.049 million. Security Name: Subscription Receipts Security Type: Common Stock Securities Offered: 14,710,000 Price\Range: CAD 11.9 Discount Per Security: CAD 0.476 Transaction Features: Regulation S; Rule 144ARecent Insider Transactions • Sep 22Independent Chairman of the Board recently bought €704k worth of stockOn the 20th of September, Donald Gray bought around 80k shares on-market at roughly €8.79 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Donald has been a buyer over the last 12 months, purchasing a net total of €3.5m worth in shares.お知らせ • Sep 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to September 2023 on Common Share, Payable on October 13, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to September 2023 of $0.11 per common share is to be paid on October 13, 2023, for shareholders of record on September 30, 2023.お知らせ • Sep 08+ 1 more updatePeyto Exploration & Development Corp. (TSX:PEY) agreed to acquire All the mineral rights, related facilities of Repsol Canada Energy Partnership for CAD approximately 640 million.Peyto Exploration & Development Corp. (TSX:PEY) agreed to acquire All the mineral rights, related facilities of Repsol Canada Energy Partnership for CAD approximately 640 million on September 6, 2023. The cash consideration is of CAD 636 million ($468 million). The Acquisition will be funded through an upsizing of the Company’s existing revolving credit facility from $800 million (CAD 1.09393 billion) to $1 billion (CAD 1.36549 billion), a new two-year amortizing term loan for $300 million (CAD 409.647 million) and net proceeds from $125 million (CAD 175 million) equity offering. The Acquisition is expected to close in mid-October, subject to customary closing conditions, including the receipt of necessary regulatory approvals. BMO Capital Markets, CIBC World Markets, Inc., National Bank Financial, Inc. acted as financial advisor to Peyto Exploration & Development Corp. Burnet, Duckworth & Palmer LLP acted as legal advisor to Peyto Exploration & Development Corp. RBC Capital Markets Inc. acted as financial advisor to Repsol Canada Energy Partnership.Upcoming Dividend • Aug 23Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.5%).お知らせ • Aug 17Peyto Exploration & Development Corp. Confirms Monthly Dividend for August 2023, Payable on September 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to August 2023 of $0.11 per common share is to be paid on September 15, 2023, for shareholders of record on August 31, 2023.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CA$0.33 (vs CA$0.56 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.33 (down from CA$0.56 in 2Q 2022). Revenue: CA$210.6m (down 47% from 2Q 2022). Net income: CA$57.4m (down 39% from 2Q 2022). Profit margin: 27% (up from 24% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 1.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 21Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).お知らせ • Jul 15Peyto Exploration & Development Corp. Confirms Dividend for the Month of July 2023, Payable on August 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to July 2023 of $0.11 per common share is to be paid on August 15, 2023, for shareholders of record on July 31, 2023.お知らせ • Jun 16Peyto Exploration & Development Corp. Confirms Dividend for the Month of June 2023, Payable on July 14, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to June 2023 of $0.11 per common share is to be paid on July 14, 2023, for shareholders of record on June 30, 2023.お知らせ • Jun 14Peyto Exploration & Development Corp. Announces Board ChangesPeyto Exploration & Development Corp. elected Jocelyn McMinn as director, at its AGM held on June 13, 2023. Gregory Fletcher and Kathy Turgeon did not stand for re-election as directors at the Meeting. Ms. Turgeon continues to serve as the Vice President and Chief Financial Officer of Peyto.Upcoming Dividend • May 23Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).お知らせ • May 18Peyto Exploration & Development Corp. Confirms Monthly Dividend for June 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2023 of $0.11 per common share is to be paid on June 15, 2023, for shareholders of record on May 31, 2023.Recent Insider Transactions • May 14Vice President of Engineering recently bought €56k worth of stockOn the 12th of May, Riley Frame bought around 7k shares on-market at roughly €7.84 per share. This transaction amounted to 10% 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 €82k. Insiders have collectively bought €5.1m more in shares than they have sold in the last 12 months.Reported Earnings • May 12First quarter 2023 earnings released: EPS: CA$0.51 (vs CA$0.58 in 1Q 2022)First quarter 2023 results: EPS: CA$0.51 (down from CA$0.58 in 1Q 2022). Revenue: CA$253.8m (down 18% from 1Q 2022). Net income: CA$90.0m (down 8.0% from 1Q 2022). Profit margin: 35% (up from 32% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.2% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Recent Insider Transactions • Mar 18CEO, President & Director recently bought €82k worth of stockOn the 16th of March, Jean-Paul Lachance bought around 10k shares on-market at roughly €8.15 per share. This transaction amounted to 2.8% 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 €136k. Jean-Paul has been a buyer over the last 12 months, purchasing a net total of €1.1m worth in shares.Reported Earnings • Mar 11Full year 2022 earnings released: EPS: CA$2.29 (vs CA$0.92 in FY 2021)Full year 2022 results: EPS: CA$2.29 (up from CA$0.92 in FY 2021). Revenue: CA$1.13b (up 35% from FY 2021). Net income: CA$390.7m (up 157% from FY 2021). Profit margin: 35% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has increased by 124% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of CA$0.11 per share at 12% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.4%).業績と収益の成長予測DB:PXK - 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12/31/20281,524N/A403944112/31/20271,448397500936412/31/20261,4824555271,01233/31/20261,181476388912N/A12/31/20251,071419384858N/A9/30/20251,007371356805N/A6/30/2025968331277728N/A3/31/2025902295254695N/A12/31/2024857281216673N/A9/30/2024901290210660N/A6/30/2024902297228651N/A3/31/2024876303251658N/A12/31/2023946293234645N/A9/30/20231,058318258672N/A6/30/20231,251346315738N/A3/31/20231,487383358810N/A12/31/20221,474391339812N/A9/30/20221,368349296762N/A6/30/20221,210293244659N/A3/31/2022961212160524N/A12/31/2021840152129458N/A9/30/202167414672361N/A6/30/202154310611307N/A3/31/202146171-19257N/A12/31/2020378-36-33203N/A9/30/2020387-98-16225N/A6/30/2020388-8026242N/A3/31/20204234179291N/A12/31/2019456133N/A317N/A9/30/2019451151N/A345N/A6/30/2019468175N/A403N/A3/31/2019466106N/A434N/A12/31/2018476129N/A486N/A9/30/2018516159N/A527N/A6/30/2018556175N/A547N/A3/31/2018628184N/A558N/A12/31/2017669177N/A535N/A9/30/2017689164N/A530N/A6/30/2017680142N/A517N/A3/31/2017589111N/A492N/A12/31/2016532112N/A509N/A9/30/2016508117N/A501N/A6/30/2016510132N/A511N/A3/31/2016568135N/A542N/A12/31/2015582138N/A530N/A9/30/2015629163N/A593N/A6/30/2015697194N/A604N/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: PXK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-10.3% )。収益対市場: PXK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-10.3% )。高成長収益: PXKの収益は今後 3 年間で減少すると予測されています。収益対市場: PXKの収益 ( 7.1% ) German市場 ( 6.7% ) 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: PXKの収益 ( 7.1% ) 20%よりも低い成長が予測されています。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: PXK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2026/06/07 16:38終値2026/06/05 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Peyto Exploration & Development Corp. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Patrick O'RourkeATB CormarkLaique Ahmad Amir ArifATB CormarkGrant HoferBarclays23 その他のアナリストを表示
New Risk • Jun 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% 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 10% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Recent Insider Transactions • Jun 04Insider recently sold €508k worth of stockOn the 3rd of June, Lee Curran sold around 32k shares on-market at roughly €16.13 per share. This transaction amounted to 6.8% 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 €5.0m more than they bought in the last 12 months.
Declared Dividend • May 20Dividend of CA$0.12 announcedShareholders will receive a dividend of CA$0.12. Ex-date: 29th May 2026 Payment date: 15th June 2026 Dividend yield will be 5.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.
お知らせ • May 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to May 2026, Payable on June 15, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2026 of CAD 0.12 per common share is to be paid on June 15, 2026, for shareholders of record on May 31, 2026.
お知らせ • Apr 17Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to April 2026, Payable on May 15, 2026Peyto Exploration & Development Corp. confirms that the monthly dividend with respect to April 2026 of $0.11 per common share is to be paid on May 15, 2026, for shareholders of record on April 30, 2026.
お知らせ • Mar 14Peyto Exploration & Development Corp. Confirms March 2026 Monthly Dividend, Payable on April 15, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to March 2026 of $0.11 per common share is to be paid on April 15, 2026, for shareholders of record on March 31, 2026.
お知らせ • Mar 10Peyto Exploration & Development Corp., Annual General Meeting, May 21, 2026Peyto Exploration & Development Corp., Annual General Meeting, May 21, 2026. Location: alberta, calgary Canada
お知らせ • Feb 14Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to February 2026, Payable on March 13, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to February 2026 of $0.11 per common share is to be paid on March 13, 2026, for shareholders of record on February 28, 2026.
お知らせ • Jan 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for January 2026, Payable on February 13, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to January 2026 of $0.11 per common share is to be paid on February 13, 2026, for shareholders of record on January 31, 2026.
お知らせ • Jan 08+ 3 more updatesPeyto Exploration & Development Corp. to Report Q1, 2026 Results on May 12, 2026Peyto Exploration & Development Corp. announced that they will report Q1, 2026 results on May 12, 2026
お知らせ • Jan 06Peyto Exploration & Development Corp. announced that it has received CAD 100 million in fundingPeyto Exploration & Development Corp. announced a private placement to issue 5.03% non convertible senior secured notes for the gross proceeds of CAD 100,000,000 on January 5, 2026. Interest will be paid semi-annually in arrears and notes will be matured on January 5, 2033.
お知らせ • Dec 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to December 2025, Payable on January 15, 2026Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to December 2025 of $0.11 per common share is to be paid on January 15, 2026, for shareholders of record on December 31, 2025.
お知らせ • Nov 15Peyto Exploration & Development Corp. Confirms Monthly Dividend for December 15, 2025, Payable on December 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to November 2025 of $0.11 per common share is to be paid on December 15, 2025, for shareholders of record on November 30, 2025.
お知らせ • Oct 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for November 14, 2025, Payable on November 14, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to October 2025 of $0.11 per common share is to be paid on November 14, 2025, for shareholders of record on October 31, 2025.
お知らせ • Sep 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for October 15, 2025, Payable on October 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to September 2025 of $0.11 per common share is to be paid on October 15, 2025, for shareholders of record on September 30, 2025.
お知らせ • Aug 16Peyto Exploration & Development Corp. Confirms August 2025 Monthly Dividend Payment, Payable on September 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to August 2025 of $0.11 per common share is to be paid on September 15, 2025, for shareholders of record on August 31, 2025.
お知らせ • Jul 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for August 15, 2025, Payable on August 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to July 2025 of $0.11 per common share is to be paid on August 15, 2025, for shareholders of record on July 31, 2025.
お知らせ • Jun 13+ 1 more updatePeyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to June 2025, Payable on July 15, 2025Peyto Exploration & Development Corp. confirmed the monthly dividend with respect to June 2025 of $0.11 per common share is to be paid on July 15, 2025, for shareholders of record on June 30, 2025.
お知らせ • May 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to May 2025, Payable on June 13, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2025 of $0.11 per common share is to be paid on June 13, 2025, for shareholders of record on May 31, 2025.
お知らせ • Apr 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to April 2025, Payable on May 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to April 2025 of $0.11 per common share is to be paid on May 15, 2025, for shareholders of record on April 30, 2025.
お知らせ • Mar 15Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on April 15, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to March 2025 of $0.11 per common share is to be paid on April 15, 2025, for shareholders of record on March 31, 2025.
お知らせ • Mar 11Peyto Exploration & Development Corp., Annual General Meeting, May 22, 2025Peyto Exploration & Development Corp., Annual General Meeting, May 22, 2025. Location: alberta, calgary Canada
お知らせ • Feb 15Peyto Exploration & Development Corp. Confirms Monthly Dividend of February 2025, Payable on March 14, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to February 2025 of $0.11 per common share is to be paid on March 14, 2025, for shareholders of record on February 28, 2025.
お知らせ • Jan 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for January 2025, Payable on February 14, 2025Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to January 2025 of $0.11 per common share is to be paid on February 14, 2025, for shareholders of record on January 31, 2025.
お知らせ • Jan 15+ 3 more updatesPeyto Exploration & Development Corp. to Report Q1, 2025 Results on May 13, 2025Peyto Exploration & Development Corp. announced that they will report Q1, 2025 results on May 13, 2025
お知らせ • Dec 14Peyto Exploration & Development Corp. Confirms Monthly Dividend for December 2024, Payable on January 15, 2025Peyto Exploration & Development Corp. confirms that the monthly dividend with respect to December 2024 of $0.11 per common share is to be paid on January 15, 2025, for shareholders of record on December 31, 2024.
お知らせ • Nov 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for November 2024, Payable on December 13, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to November 2024 of $0.11 per common share is to be paid on December 13, 2024, for shareholders of record on November 30, 2024.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: CA$0.26 (vs CA$0.33 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.26 (down from CA$0.33 in 3Q 2023). Revenue: CA$259.3m (up 41% from 3Q 2023). Net income: CA$51.0m (down 11% from 3Q 2023). Profit margin: 20% (down from 31% in 3Q 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, compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.
Declared Dividend • Oct 21Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 31st October 2024 Payment date: 15th November 2024 Dividend yield will be 9.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 16Peyto Exploration & Development Corp. Announces October 2024 Monthly Dividend, Payable on November 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to October 2024 of $0.11 per common share is to be paid on November 15, 2024, for shareholders of record on October 31, 2024.
Declared Dividend • Sep 22Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 9.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 14Peyto Exploration & Development Corp. Confirms Monthly Dividend for September 2024, Payable on October 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to September 2024 of $0.11 per common share is to be paid on October 15, 2024, for shareholders of record on September 30, 2024.
Declared Dividend • Aug 26Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 9.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Aug 16Lead Independent Director recently sold €301k worth of stockOn the 15th of August, Michael MacBean sold around 31k shares on-market at roughly €9.87 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €1.6m more than they sold in the last 12 months.
お知らせ • Aug 16Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on September 13, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to August 2024 of $0.11 per common share is to be paid on September 13, 2024, for shareholders of record on August 31, 2024.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CA$0.26 (vs CA$0.33 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.26 (down from CA$0.33 in 2Q 2023). Revenue: CA$256.6m (up 58% from 2Q 2023). Net income: CA$51.4m (down 10% from 2Q 2023). Profit margin: 20% (down from 35% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 38% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 22Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 31st July 2024 Payment date: 15th August 2024 Dividend yield will be 10%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 16Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on August 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to July 2024 of $0.11 per common share is to be paid on August 15, 2024, for shareholders of record on July 31, 2024.
Declared Dividend • Jun 24Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 9.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 15Peyto Exploration & Development Corp. Confirms Monthly Dividend for June 2024, Payable on July 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to June 2024 of $0.11 per common share is to be paid on July 15, 2024, for shareholders of record on June 30, 2024.
Declared Dividend • May 20Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 9.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: CA$0.51 (vs CA$0.52 in 1Q 2023)First quarter 2024 results: EPS: CA$0.51. Revenue: CA$345.2m (up 7.5% from 1Q 2023). Net income: CA$99.9m (up 11% from 1Q 2023). Profit margin: 29% (in line with 1Q 2023). 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.
お知らせ • May 16Peyto Exploration & Development Corp. Confirms Monthly Dividend, Payable on June 14, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2024 of $0.11 per common share is to be paid on June 14, 2024, for shareholders of record on May 31, 2024.
Upcoming Dividend • Apr 25Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 15 May 2024. Payout ratio and cash payout ratio are on the higher end at 81% and 97% respectively. Trailing yield: 8.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.2%).
Upcoming Dividend • Apr 25Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 15 May 2024. Payout ratio and cash payout ratio are on the higher end at 81% and 97% respectively. Trailing yield: 8.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.2%).
Declared Dividend • Apr 23Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 29th April 2024 Payment date: 15th May 2024 Dividend yield will be 9.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (110% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 16Peyto Exploration & Development Corp. Confirms Monthly Dividend of April 2024, Payable on May 15, 2024Peyto Exploration & Development Corp. confirms that the monthly dividend with respect to April 2024 of $0.11 per common share is to be paid on May 15,2024, for shareholders of record on April 30, 2024.
Declared Dividend • Mar 25Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 9.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (110% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 16Peyto Exploration & Development Corp. Confirms Monthly Dividend of March 2024, Payable on April 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to March 2024 of $0.11 per common share is to be paid on April 15, 2024, for shareholders of record on March 31, 2024.
New Risk • Mar 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (110% cash payout ratio). Shareholders have been diluted in the past year (11% increase in shares outstanding).
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: CA$1.64 (vs CA$2.29 in FY 2022)Full year 2023 results: EPS: CA$1.64 (down from CA$2.29 in FY 2022). Revenue: CA$1.01b (down 32% from FY 2022). Net income: CA$292.6m (down 25% from FY 2022). Profit margin: 29% (up from 27% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.1% 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 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 26Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 28th February 2024 Payment date: 15th March 2024 Dividend yield will be 9.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 16Peyto Exploration & Development Corp. Confirms Monthly Dividend of February 2024, Payable on March 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to February 2024 of $0.11 per common share is to be paid on March 15, 2024, for shareholders of record on February 29, 2024.
Upcoming Dividend • Jan 23Upcoming dividend of CA$0.11 per share at 10% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 15 February 2024. Payout ratio is a comfortable 63% and the cash payout ratio is 75%. Trailing yield: 10%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.2%).
お知らせ • Jan 22+ 3 more updatesPeyto Exploration & Development Corp. to Report Q3, 2024 Results on Nov 12, 2024Peyto Exploration & Development Corp. announced that they will report Q3, 2024 results on Nov 12, 2024
Declared Dividend • Jan 19Dividend of CA$0.11 announcedShareholders will receive a dividend of CA$0.11. Ex-date: 30th January 2024 Payment date: 15th February 2024 Dividend yield will be 11%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 16Peyto Exploration & Development Corp Announces Monthly Dividend of January 2024, Payable on February 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to January 2024 of $0.11 per common share is to be paid on February 15, 2024, for shareholders of record on January 31, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 January 2024. Payout ratio is a comfortable 63% and the cash payout ratio is 75%. Trailing yield: 11%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.1%).
お知らせ • Dec 16Peyto Exploration & Development Corp. Confirms Monthly Dividend for December 2023, Payable on January 15, 2024Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to December 2023 of $0.11 per common share is to be paid on January 15, 2024, for shareholders of record on December 31, 2023.
Upcoming Dividend • Nov 22Upcoming dividend of CA$0.11 per share at 10% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 75%. Trailing yield: 10%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.8%).
お知らせ • Nov 17Peyto Exploration & Development Corp. Announces Monthly Dividend for November 2023, Payable on December 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to November 2023 of CAD 0.11 per common share is to be paid on December 15, 2023, for shareholders of record on November 30, 2023. Dividends paid by Peyto to Canadian residents are eligible dividends for Canadian income tax purposes.
お知らせ • Nov 10+ 1 more updatePeyto Exploration & Development Corp. Announces Promotion of Riley Frame to Chief Operating Officer, Effective January 1, 2024Peyto Exploration & Development Corp. announced the promotion of Riley Frame to Chief Operating Officer effective January 1, 2024. Mr. Frame has been with Peyto for 10 years as an exploitation engineer, Manager of Exploitation, and most recently, the VP Engineering. Mr. Frame has been instrumental to the growth of the Company’s reserves, enhancing well designs, and integral to managing Peyto’s development programs. Mr. Frame has a deep understanding of the Peyto business model and unique culture. Mr. Frame will be responsible for all the operations of the Company.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: CA$0.33 (vs CA$0.50 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.33 (down from CA$0.50 in 3Q 2022). Revenue: CA$217.3m (down 42% from 3Q 2022). Net income: CA$57.4m (down 32% from 3Q 2022). Profit margin: 26% (up from 23% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Oct 31Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €12.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Oct 23Upcoming dividend of CA$0.11 per share at 9.4% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 9.4%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.6%).
お知らせ • Oct 19Peyto Exploration & Development Corp. announced that it expects to receive CAD 160 million in fundingPeyto Exploration & Development Corp. announced a private placement to issue 6.46% non convertible senior secured notes at an issue price of CAD 160,000,000 for the gross proceeds of CAD 160,000,000 on October 17, 2023. Interest will be paid semi-annually in arrears Closing of the private placement is expected to occur on October 24, 2023. The notes will be matured on October 31, 2030.
お知らせ • Oct 15Peyto Exploration & Development Corp. Confirms Dividend for the Month of October 2023, Payable on November 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to October 2023 of $0.11 per common share is to be paid on November 15, 2023, for shareholders of record on October 31, 2023.
お知らせ • Sep 28Peyto Exploration & Development Corp. has completed a Follow-on Equity Offering in the amount of CAD 175.049 million.Peyto Exploration & Development Corp. has completed a Follow-on Equity Offering in the amount of CAD 175.049 million. Security Name: Subscription Receipts Security Type: Common Stock Securities Offered: 14,710,000 Price\Range: CAD 11.9 Discount Per Security: CAD 0.476 Transaction Features: Regulation S; Rule 144A
Recent Insider Transactions • Sep 22Independent Chairman of the Board recently bought €704k worth of stockOn the 20th of September, Donald Gray bought around 80k shares on-market at roughly €8.79 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Donald has been a buyer over the last 12 months, purchasing a net total of €3.5m worth in shares.
お知らせ • Sep 16Peyto Exploration & Development Corp. Confirms Monthly Dividend with Respect to September 2023 on Common Share, Payable on October 13, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to September 2023 of $0.11 per common share is to be paid on October 13, 2023, for shareholders of record on September 30, 2023.
お知らせ • Sep 08+ 1 more updatePeyto Exploration & Development Corp. (TSX:PEY) agreed to acquire All the mineral rights, related facilities of Repsol Canada Energy Partnership for CAD approximately 640 million.Peyto Exploration & Development Corp. (TSX:PEY) agreed to acquire All the mineral rights, related facilities of Repsol Canada Energy Partnership for CAD approximately 640 million on September 6, 2023. The cash consideration is of CAD 636 million ($468 million). The Acquisition will be funded through an upsizing of the Company’s existing revolving credit facility from $800 million (CAD 1.09393 billion) to $1 billion (CAD 1.36549 billion), a new two-year amortizing term loan for $300 million (CAD 409.647 million) and net proceeds from $125 million (CAD 175 million) equity offering. The Acquisition is expected to close in mid-October, subject to customary closing conditions, including the receipt of necessary regulatory approvals. BMO Capital Markets, CIBC World Markets, Inc., National Bank Financial, Inc. acted as financial advisor to Peyto Exploration & Development Corp. Burnet, Duckworth & Palmer LLP acted as legal advisor to Peyto Exploration & Development Corp. RBC Capital Markets Inc. acted as financial advisor to Repsol Canada Energy Partnership.
Upcoming Dividend • Aug 23Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.5%).
お知らせ • Aug 17Peyto Exploration & Development Corp. Confirms Monthly Dividend for August 2023, Payable on September 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to August 2023 of $0.11 per common share is to be paid on September 15, 2023, for shareholders of record on August 31, 2023.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CA$0.33 (vs CA$0.56 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.33 (down from CA$0.56 in 2Q 2022). Revenue: CA$210.6m (down 47% from 2Q 2022). Net income: CA$57.4m (down 39% from 2Q 2022). Profit margin: 27% (up from 24% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 1.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 21Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
お知らせ • Jul 15Peyto Exploration & Development Corp. Confirms Dividend for the Month of July 2023, Payable on August 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to July 2023 of $0.11 per common share is to be paid on August 15, 2023, for shareholders of record on July 31, 2023.
お知らせ • Jun 16Peyto Exploration & Development Corp. Confirms Dividend for the Month of June 2023, Payable on July 14, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to June 2023 of $0.11 per common share is to be paid on July 14, 2023, for shareholders of record on June 30, 2023.
お知らせ • Jun 14Peyto Exploration & Development Corp. Announces Board ChangesPeyto Exploration & Development Corp. elected Jocelyn McMinn as director, at its AGM held on June 13, 2023. Gregory Fletcher and Kathy Turgeon did not stand for re-election as directors at the Meeting. Ms. Turgeon continues to serve as the Vice President and Chief Financial Officer of Peyto.
Upcoming Dividend • May 23Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
お知らせ • May 18Peyto Exploration & Development Corp. Confirms Monthly Dividend for June 15, 2023Peyto Exploration & Development Corp. confirmed that the monthly dividend with respect to May 2023 of $0.11 per common share is to be paid on June 15, 2023, for shareholders of record on May 31, 2023.
Recent Insider Transactions • May 14Vice President of Engineering recently bought €56k worth of stockOn the 12th of May, Riley Frame bought around 7k shares on-market at roughly €7.84 per share. This transaction amounted to 10% 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 €82k. Insiders have collectively bought €5.1m more in shares than they have sold in the last 12 months.
Reported Earnings • May 12First quarter 2023 earnings released: EPS: CA$0.51 (vs CA$0.58 in 1Q 2022)First quarter 2023 results: EPS: CA$0.51 (down from CA$0.58 in 1Q 2022). Revenue: CA$253.8m (down 18% from 1Q 2022). Net income: CA$90.0m (down 8.0% from 1Q 2022). Profit margin: 35% (up from 32% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.2% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of CA$0.11 per share at 11% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Recent Insider Transactions • Mar 18CEO, President & Director recently bought €82k worth of stockOn the 16th of March, Jean-Paul Lachance bought around 10k shares on-market at roughly €8.15 per share. This transaction amounted to 2.8% 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 €136k. Jean-Paul has been a buyer over the last 12 months, purchasing a net total of €1.1m worth in shares.
Reported Earnings • Mar 11Full year 2022 earnings released: EPS: CA$2.29 (vs CA$0.92 in FY 2021)Full year 2022 results: EPS: CA$2.29 (up from CA$0.92 in FY 2021). Revenue: CA$1.13b (up 35% from FY 2021). Net income: CA$390.7m (up 157% from FY 2021). Profit margin: 35% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has increased by 124% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of CA$0.11 per share at 12% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.4%).