Duyuru • Jun 16
Cohen Development Gas & Oil Ltd., Annual General Meeting, Jul 21, 2026 Cohen Development Gas & Oil Ltd., Annual General Meeting, Jul 21, 2026. Location: co. offices, Israel Reported Earnings • Jun 01
First quarter 2026 earnings released: EPS: US$0.64 (vs US$0.97 in 1Q 2025) First quarter 2026 results: EPS: US$0.64 (down from US$0.97 in 1Q 2025). Revenue: US$5.48m (down 23% from 1Q 2025). Net income: US$4.49m (down 28% from 1Q 2025). Profit margin: 82% (down from 88% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year. Buy Or Sell Opportunity • Mar 02
Now 23% overvalued Over the last 90 days, the stock has fallen 5.2% to ₪201. The fair value is estimated to be ₪163, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 20%. Buy Or Sell Opportunity • Jan 03
Now 21% overvalued Over the last 90 days, the stock has fallen 5.1% to ₪196. The fair value is estimated to be ₪163, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 20%. Duyuru • Dec 26
Cohen Development Gas & Oil Ltd. announced that it expects to receive ILS 7.0004 million in funding from Menora Mivtachim Holdings Ltd. Cohen Development Gas & Oil Ltd. announces a private placement with Menora Mivtachim Holdings Ltd to issue 378,400 common shares at a price of NIS 18.5 per share for gross proceeds of NIS 7,000,400 on December 24, 2025. Reported Earnings • Nov 30
Third quarter 2025 earnings released: EPS: US$1.16 (vs US$1.24 in 3Q 2024) Third quarter 2025 results: EPS: US$1.16 (down from US$1.24 in 3Q 2024). Revenue: US$7.85m (down 5.9% from 3Q 2024). Net income: US$7.42m (down 6.8% from 3Q 2024). Profit margin: 95% (in line with 3Q 2024). 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 30% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Oct 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Director Stav Schreiber was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Sep 18
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at ₪195. The fair value is estimated to be ₪161, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%. Reported Earnings • Aug 31
Second quarter 2025 earnings released: EPS: US$1.73 (vs US$0.73 in 2Q 2024) Second quarter 2025 results: EPS: US$1.73 (up from US$0.73 in 2Q 2024). Revenue: US$5.74m (down 23% from 2Q 2024). Net income: US$11.1m (up 137% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Aug 27
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to ₪210. The fair value is estimated to be ₪170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 9.2%. Buy Or Sell Opportunity • Jul 09
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 30% to ₪206. The fair value is estimated to be ₪171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 9.2%. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₪193, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 14x in the Oil and Gas industry in Israel. Total returns to shareholders of 198% over the past three years. New Risk • May 31
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 116% High level of non-cash earnings (27% accrual ratio). Reported Earnings • May 31
First quarter 2025 earnings released: EPS: US$0.97 (vs US$0.53 in 1Q 2024) First quarter 2025 results: EPS: US$0.97 (up from US$0.53 in 1Q 2024). Revenue: US$7.11m (up 4.3% from 1Q 2024). Net income: US$6.26m (up 82% from 1Q 2024). Profit margin: 88% (up from 50% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Apr 01
Cohen Development Gas & Oil Ltd., Annual General Meeting, May 13, 2025 Cohen Development Gas & Oil Ltd., Annual General Meeting, May 13, 2025. Location: company offices, Israel Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₪176, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 12x in the Oil and Gas industry in Israel. Total returns to shareholders of 182% over the past three years. Reported Earnings • Nov 28
Third quarter 2024 earnings released: EPS: US$1.24 (vs US$0.99 in 3Q 2023) Third quarter 2024 results: EPS: US$1.24 (up from US$0.99 in 3Q 2023). Revenue: US$8.35m (up 11% from 3Q 2023). Net income: US$7.96m (up 25% from 3Q 2023). Profit margin: 95% (up from 85% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: US$0.73 (vs US$0.67 in 2Q 2023) Second quarter 2024 results: EPS: US$0.73 (up from US$0.67 in 2Q 2023). Revenue: US$7.46m (up 21% from 2Q 2023). Net income: US$4.70m (up 9.5% from 2Q 2023). Profit margin: 63% (down from 70% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Aug 29
Cohen Development Gas & Oil Ltd., Annual General Meeting, Oct 08, 2024 Cohen Development Gas & Oil Ltd., Annual General Meeting, Oct 08, 2024. Location: co. offices, Israel Reported Earnings • Mar 31
Full year 2023 earnings released: EPS: US$3.43 (vs US$2.41 in FY 2022) Full year 2023 results: EPS: US$3.43 (up from US$2.41 in FY 2022). Revenue: US$26.5m (up 21% from FY 2022). Net income: US$22.1m (up 43% from FY 2022). Profit margin: 83% (up from 71% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year. Reported Earnings • Nov 30
Third quarter 2023 earnings released: EPS: US$0.99 (vs US$0.70 in 3Q 2022) Third quarter 2023 results: EPS: US$0.99 (up from US$0.70 in 3Q 2022). Revenue: US$7.52m (up 27% from 3Q 2022). Net income: US$6.37m (up 42% from 3Q 2022). Profit margin: 85% (up from 76% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 09
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₪100.00, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 8x in the Oil and Gas industry in Israel. Total returns to shareholders of 95% over the past three years. Reported Earnings • Sep 02
Second quarter 2023 earnings released: EPS: US$0.67 (vs US$0.18 in 2Q 2022) Second quarter 2023 results: EPS: US$0.67 (up from US$0.18 in 2Q 2022). Revenue: US$6.18m (up 12% from 2Q 2022). Net income: US$4.30m (up 275% from 2Q 2022). Profit margin: 70% (up from 21% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₪117, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 10x in the Oil and Gas industry in Israel. Total returns to shareholders of 132% over the past three years. Reported Earnings • Jun 03
First quarter 2023 earnings released: EPS: US$1.11 (vs US$1.02 in 1Q 2022) First quarter 2023 results: EPS: US$1.11 (up from US$1.02 in 1Q 2022). Revenue: US$6.44m (up 35% from 1Q 2022). Net income: US$7.14m (up 8.6% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 30
Third quarter 2022 earnings released: EPS: US$0.70 (vs US$0.62 in 3Q 2021) Third quarter 2022 results: EPS: US$0.70 (up from US$0.62 in 3Q 2021). Revenue: US$5.91m (up 20% from 3Q 2021). Net income: US$4.50m (up 12% from 3Q 2021). Profit margin: 76% (down from 81% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 03
Second quarter 2022 earnings released: EPS: ₪0.18 (vs ₪1.76 in 2Q 2021) Second quarter 2022 results: EPS: ₪0.18 (down from ₪1.76 in 2Q 2021). Revenue: ₪5.54m (down 56% from 2Q 2021). Net income: ₪1.15m (down 90% from 2Q 2021). Profit margin: 21% (down from 90% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 01
First quarter 2022 earnings released: EPS: US$1.02 (vs US$0.54 in 1Q 2021) First quarter 2022 results: EPS: US$1.02 (up from US$0.54 in 1Q 2021). Revenue: US$4.76m (up 26% from 1Q 2021). Net income: US$6.58m (up 87% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Apr 01
Full year 2021 earnings released: EPS: US$2.58 (vs US$0.69 in FY 2020) Full year 2021 results: EPS: US$2.58 (up from US$0.69 in FY 2020). Revenue: US$16.5m (up 23% from FY 2020). Net income: US$16.6m (up 268% from FY 2020). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Reported Earnings • Dec 01
Third quarter 2021 earnings: Revenues and EPS in line with analyst expectations Third quarter 2021 results: EPS: US$0.62 (up from US$0.57 in 3Q 2020). Revenue: US$4.94m (up 18% from 3Q 2020). Net income: US$4.02m (up 7.2% from 3Q 2020). Profit margin: 81% (down from 89% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment improved over the past week After last week's 16% share price gain to ₪75.26, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 6x in the Oil and Gas industry in Israel. Total returns to shareholders of 8.6% over the past three years. Reported Earnings • Nov 27
Third quarter 2020 earnings released: EPS US$0.57 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$4.20m (up 91% from 3Q 2019). Net income: US$3.75m (up US$4.20m from 3Q 2019). Profit margin: 89% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 74% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Nov 25
New 90-day high: ₪65.82 The company is up 3.0% from its price of ₪63.83 on 27 August 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 14% over the same period. Is New 90 Day High Low • Oct 08
New 90-day high: ₪65.16 The company is up 30% from its price of ₪50.04 on 09 July 2020. The Israeli market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 16% over the same period.