Montauk Renewables Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Sean McClain

Chief executive officer

US$3.0m

Total compensation

CEO salary percentage	11.5%
CEO tenure	3.8yrs
CEO ownership	n/a
Management average tenure	3.8yrs
Board average tenure	3.8yrs

Recent management updates

Recent updates

Returns On Capital At Montauk Renewables (NASDAQ:MNTK) Have Hit The Brakes

Nov 15

Investors Appear Satisfied With Montauk Renewables, Inc.'s (NASDAQ:MNTK) Prospects As Shares Rocket 26%

Oct 08

These 4 Measures Indicate That Montauk Renewables (NASDAQ:MNTK) Is Using Debt Reasonably Well

Jul 14

Montauk Ag To Provide A Multi-Year Earnings Compounding Opportunity

Jul 11

Returns On Capital At Montauk Renewables (NASDAQ:MNTK) Have Stalled

Jun 18

What You Can Learn From Montauk Renewables, Inc.'s (NASDAQ:MNTK) P/EAfter Its 35% Share Price Crash

Mar 16

Does Montauk Renewables (NASDAQ:MNTK) Have A Healthy Balance Sheet?

Mar 12

Montauk Renewables (NASDAQ:MNTK) Has More To Do To Multiply In Value Going Forward

Feb 14

Return Trends At Montauk Renewables (NASDAQ:MNTK) Aren't Appealing

Oct 14

Montauk Renewables' (NASDAQ:MNTK) Returns Have Hit A Wall

Jun 20

Montauk Renewables, Inc. (NASDAQ:MNTK) Analysts Are More Bearish Than They Used To Be

May 15

Earnings Miss: Montauk Renewables, Inc. Missed EPS By 14% And Analysts Are Revising Their Forecasts

Mar 19

Montauk Renewables, Inc.'s (NASDAQ:MNTK) Intrinsic Value Is Potentially 59% Above Its Share Price

Feb 09

Montauk Renewables (NASDAQ:MNTK) Is Looking To Continue Growing Its Returns On Capital

Jan 13

The Strong Earnings Posted By Montauk Renewables (NASDAQ:MNTK) Are A Good Indication Of The Strength Of The Business

Nov 16

Calculating The Intrinsic Value Of Montauk Renewables, Inc. (NASDAQ:MNTK)

Nov 07

Montauk Renewables: A Great Stock But Too Expensive

Oct 07

Montauk Renewables (NASDAQ:MNTK) Is Looking To Continue Growing Its Returns On Capital

Sep 14

Montauk Renewables GAAP EPS of $0.13 beats by $0.02, revenue of $67.9M beats by $17.2M

Aug 09

CEO Compensation Analysis

How has Sean McClain's remuneration changed compared to Montauk Renewables's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$23m
Jun 30 2024	n/a	n/a	US$19m
Mar 31 2024	n/a	n/a	US$21m
Dec 31 2023	US$3m	US$347k	US$15m
Sep 30 2023	n/a	n/a	US$16m
Jun 30 2023	n/a	n/a	US$14m
Mar 31 2023	n/a	n/a	US$33m
Dec 31 2022	US$453k	US$355k	US$35m
Sep 30 2022	n/a	n/a	US$35m
Jun 30 2022	n/a	n/a	US$32m
Mar 31 2022	n/a	n/a	US$9m
Dec 31 2021	US$9m	US$295k	-US$5m
Sep 30 2021	n/a	n/a	-US$8m
Jun 30 2021	n/a	n/a	-US$19m
Mar 31 2021	n/a	n/a	-US$15m
Dec 31 2020	US$606k	US$280k	US$5m

Compensation vs Market: Sean's total compensation ($USD3.02M) is above average for companies of similar size in the US market ($USD2.16M).

Compensation vs Earnings: Sean's compensation has increased by more than 20% in the past year.

CEO

Sean McClain (49 yo)

3.8yrs

Tenure

US$3,016,530

Compensation

Mr. Sean F. McClain, BS, CPA, MBA serves as President, Chief Executive Officer and Director at Montauk Renewables, Inc. since January 04, 2021. He served as the President and Chief Executive Officer of MNK...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Sean McClain	President	3.8yrs	US$3.02m	no data
Kevin Van Asdalan	CFO & Treasurer	3.8yrs	US$2.47m	0.14% $ 772.2k
John Ciroli	Chief Legal Officer & Secretary	4.3yrs	US$2.05m	0.12% $ 666.1k
James Shaw	Vice President of Operations	3.8yrs	no data	no data

3.8yrs

Average Tenure

50.5yo

Average Age

Experienced Management: MNTK's management team is considered experienced (3.8 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Sean McClain	President	3.8yrs	US$3.02m	no data
John Copelyn	Non-Executive Chairman	3.8yrs	US$100.00k	40.4% $ 228.8m
Theventheran Govender	Non-Executive Director	3.8yrs	US$100.00k	12.29% $ 69.6m
Yunis Shaik	Independent Non-Executive Director	3.4yrs	US$100.00k	no data
Michael Jacobson	Director	less than a year	US$25.00k	0.21% $ 1.2m
Mohamed Ahmed	Lead Independent Director	3.8yrs	US$100.00k	no data
Jennifer Cunningham	Independent Non-Executive Director	2.8yrs	US$100.00k	no data

3.8yrs

Average Tenure

59yo

Average Age

Experienced Board: MNTK's board of directors are considered experienced (3.8 years average tenure).

Montauk Renewables Management

Management criteria checks 2/4

Key information

Recent management updates

Montauk Renewables, Inc., Annual General Meeting, Jun 05, 2024

Less than half of directors are independent

Montauk Renewables, Inc. Appoints Michael A. Jacobson as Class II Director

Vice President of Business Development recently sold US$1.3m worth of stock

High number of new and inexperienced directors

High number of new and inexperienced directors

Recent updates

Investor sentiment deteriorates as stock falls 22%

Returns On Capital At Montauk Renewables (NASDAQ:MNTK) Have Hit The Brakes

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Montauk Renewables, Inc. to Report Q3, 2024 Results on Nov 12, 2024

Price target decreased by 11% to US$6.31

Investors Appear Satisfied With Montauk Renewables, Inc.'s (NASDAQ:MNTK) Prospects As Shares Rocket 26%

Consensus EPS estimates increase by 28%

Investor sentiment deteriorates as stock falls 18%

Second quarter 2024 earnings: EPS and revenues miss analyst expectations

Montauk Renewables, Inc. Reaffirms Revenues and Production Guidance for the Full Year 2024

Montauk Renewables, Inc. to Report Q2, 2024 Results on Aug 08, 2024

These 4 Measures Indicate That Montauk Renewables (NASDAQ:MNTK) Is Using Debt Reasonably Well

Montauk Ag To Provide A Multi-Year Earnings Compounding Opportunity

Returns On Capital At Montauk Renewables (NASDAQ:MNTK) Have Stalled

Montauk Renewables, Inc. Reaffirms Revenues and Production Guidance for the Year 2024

Full year 2023 earnings released: EPS: US$0.10 (vs US$0.25 in FY 2022)

Investor sentiment improves as stock rises 17%

Montauk Renewables, Inc. to Report Q1, 2024 Results on May 09, 2024

Montauk Renewables, Inc., Annual General Meeting, Jun 05, 2024

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 21%

Price target decreased by 16% to US$7.00

Price target decreased by 8.5% to US$8.13

Less than half of directors are independent

Montauk Renewables, Inc. Appoints Michael A. Jacobson as Class II Director

Consensus EPS estimates increase by 26%

Investor sentiment deteriorates as stock falls 17%

Consensus EPS estimates fall by 31%

Price target decreased by 8.2% to US$8.38

What You Can Learn From Montauk Renewables, Inc.'s (NASDAQ:MNTK) P/EAfter Its 35% Share Price Crash

Full year 2023 earnings: EPS and revenues miss analyst expectations

Montauk Renewables, Inc. Provides Production and Revenue Guidance for the Full Year 2024

Does Montauk Renewables (NASDAQ:MNTK) Have A Healthy Balance Sheet?

Montauk Renewables, Inc. to Report Fiscal Year 2023 Results on Mar 14, 2024

Montauk Renewables (NASDAQ:MNTK) Has More To Do To Multiply In Value Going Forward

Investor sentiment deteriorates as stock falls 16%

Price target increased by 8.6% to US$9.13

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Price target increased by 7.1% to US$8.70

Montauk Renewables, Inc. to Report Q3, 2023 Results on Nov 09, 2023

Return Trends At Montauk Renewables (NASDAQ:MNTK) Aren't Appealing

New minor risk - Earnings quality

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Montauk Renewables, Inc. Provides Production and Revenue Guidance for the Full Year 2023

Consensus EPS estimates increase by 21%

Montauk Renewables, Inc. to Report Q2, 2023 Results on Aug 09, 2023

Consensus EPS estimates increase by 40%

Price target increased by 11% to US$7.38

Montauk Renewables' (NASDAQ:MNTK) Returns Have Hit A Wall

Montauk Renewables, Inc. (NASDAQ:MNTK) Analysts Are More Bearish Than They Used To Be

First quarter 2023 earnings: EPS and revenues miss analyst expectations

Montauk Renewables, Inc. Provides Production and Revenue Guidance for the Year 2023

Now 23% undervalued after recent price drop

Investor sentiment deteriorates as stock falls 18%

Consensus revenue estimates fall by 29%

Earnings Miss: Montauk Renewables, Inc. Missed EPS By 14% And Analysts Are Revising Their Forecasts

Full year 2022 earnings: EPS and revenues miss analyst expectations

Montauk Renewables, Inc.'s (NASDAQ:MNTK) Intrinsic Value Is Potentially 59% Above Its Share Price

Montauk Renewables (NASDAQ:MNTK) Is Looking To Continue Growing Its Returns On Capital

Vice President of Business Development recently sold US$1.3m worth of stock

The Strong Earnings Posted By Montauk Renewables (NASDAQ:MNTK) Are A Good Indication Of The Strength Of The Business

Consensus forecasts updated

High number of new and inexperienced directors

Third quarter 2022 earnings: EPS and revenues miss analyst expectations

Montauk Renewables, Inc. Announces Unaudited Consolidated Impairment Charges for the Quarter Ended September 30, 2022

Montauk Renewables, Inc. Updates Revenue and Production Guidance for the Year 2022

Calculating The Intrinsic Value Of Montauk Renewables, Inc. (NASDAQ:MNTK)

Montauk Renewables, Inc. to Report Q3, 2022 Results on Nov 09, 2022

Investor sentiment improved over the past week