Montauk Renewables Management

Management criteria checks 4/4

We currently do not have sufficient information about the CEO.

Key information

Sean McClain

Chief executive officer

US$452.6k

Total compensation

CEO salary percentage	78.5%
CEO tenure	3.3yrs
CEO ownership	n/a
Management average tenure	3.3yrs
Board average tenure	3.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Sean McClain's remuneration changed compared to Montauk Renewables's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	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 ($USD452.59K) is below average for companies of similar size in the ZA market ($USD937.73K).

Compensation vs Earnings: Sean's compensation has been consistent with company performance over the past year.

CEO

Sean McClain (48 yo)

3.3yrs

Tenure

US$452,590

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	3.3yrs	US$452.59k	no data
Kevin Van Asdalan	CFO & Treasurer	3.3yrs	US$335.34k	0.14% $ 13.5m
John Ciroli	Chief Legal Officer & Secretary	3.8yrs	US$337.43k	0.12% $ 11.7m
James Shaw	Vice President of Operations	3.3yrs	no data	no data

3.3yrs

Average Tenure

49.5yo

Average Age

Experienced Management: MKR's management team is considered experienced (3.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Sean McClain	President	3.3yrs	US$452.59k	no data
John Copelyn	Non-Executive Chairman	3.3yrs	US$100.00k	40.58% $ 4.0b
Theventheran Govender	Non-Executive Director	3.3yrs	US$100.00k	12.34% $ 1.2b
Yunis Shaik	Independent Non-Executive Director	2.9yrs	US$100.00k	no data
Michael Jacobson	Director	less than a year	US$100.00k	0.21% $ 20.9m
Mohamed Ahmed	Lead Independent Director	3.3yrs	US$100.00k	no data
Jennifer Cunningham	Independent Non-Executive Director	2.3yrs	US$100.00k	no data

3.3yrs

Average Tenure

58yo

Average Age

Experienced Board: MKR's board of directors are considered experienced (3.3 years average tenure).

Montauk Renewables Management

Management criteria checks 4/4

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

High number of new and inexperienced directors

High number of new and inexperienced directors

Montauk Renewables, Inc., Annual General Meeting, Jun 06, 2022

Recent updates

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

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

Investor sentiment deteriorates as stock falls 15%

Less than half of directors are independent

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

New major risk - Share price stability

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

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

Investor sentiment deteriorates as stock falls 15%

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

Investor sentiment deteriorates as stock falls 17%

Third quarter 2023 earnings released: EPS: US$0.091 (vs US$0.079 in 3Q 2022)

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

New minor risk - Earnings quality

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

Second quarter 2023 earnings released: EPS: US$0.007 (vs US$0.14 in 2Q 2022)

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

First quarter 2023 earnings released: US$0.027 loss per share (vs US$0.008 loss in 1Q 2022)

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

Investor sentiment improves as stock rises 17%

Investor sentiment deteriorates as stock falls 18%

Full year 2022 earnings released: EPS: US$0.25 (vs US$0.032 loss in FY 2021)

Investor sentiment deteriorates as stock falls 16%

Now 20% undervalued after recent price drop

Now 21% undervalued after recent price drop

Now 21% undervalued after recent price drop

Now 21% undervalued after recent price drop

High number of new and inexperienced directors

Third quarter 2022 earnings released: EPS: US$0.079 (vs US$0.063 in 3Q 2021)

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

Investor sentiment deteriorated over the past week

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

Investor sentiment improved over the past week

Investor sentiment deteriorated over the past week

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Second quarter 2022 earnings released: EPS: US$0.14 (vs US$0.033 loss in 2Q 2021)

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

Montauk Renewables, Inc. Announces Filing of Provisional Patent Application for New Acid Neutralization Technology

Montauk Renewables, Inc. to Report Q2, 2022 Results on Aug 09, 2022

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

First quarter 2022 earnings released: US$0.008 loss per share (vs US$0.10 loss in 1Q 2021)

Montauk Renewables, Inc. to Report Q1, 2022 Results on May 10, 2022

High number of new and inexperienced directors

Montauk Renewables, Inc., Annual General Meeting, Jun 06, 2022

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Montauk Renewables, Inc. to Report Fiscal Year 2021 Results on Mar 16, 2022

Third quarter 2021 earnings released: EPS US$0.063

First quarter 2021 earnings released

Montauk Renewables, Inc. (NasdaqCM:MNTK) acquired NR3, LLC.

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age