Saturn Oil & Gas Inc. (OILSF)
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Saturn Oil & Gas Inc. (OILSF) Q2 2025 Earnings Call Transcript
Saturn Oil & Gas Inc. (OTCQX:OILSF) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Cindy Gray - Vice President of Investor Relations Grant A. MacKenzie - Chief Legal Officer & Director John Jeffrey - CEO, President & Non-Independent Director Scott Sanborn - CFO & VP of Finance Conference Call Participants Adam Gill - Ventum Financial Corp., Research Division Operator Good morning, ladies and gentlemen.
Saturn Oil & Gas: Canadian Oil At Less Than 4x Free Cash Flow
Saturn Oil & Gas delivered robust Q2 and H1 free cash flow, driven by strong oil production and disciplined spending. The company's oil-heavy revenue mix and efficient operations have enabled significant cash flow despite low commodity prices. H2 will see higher capex, likely offsetting further free cash flow, but full-year FCF guidance remains strong at C$0.72-0.73 per share.
Saturn Oil & Gas Inc. (OILSF) Q1 2025 Earnings Call Transcript
Saturn Oil & Gas Inc. (OTCQX:OILSF) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Cindy Gray - Vice President, Investor Relations John Jeffrey - Chief Executive Officer Justin Kaufmann - Chief Development Officer Scott Sanborn - Chief Financial Officer Conference Call Participants Adam Gill - Ventum Financial. Operator Good morning, ladies and gentlemen.
Saturn Oil & Gas: Needing A Little Cost Work
Saturn Oil & Gas Inc. costs are higher but manageable. Management has a definitive plan to reduce debt, aiming for a debt ratio of 1.0 or below. OILSF carries extra risks during a period of uncertainty and weak commodity prices.
Saturn Oil And Gas: The Tariff Bomb Is Here, Who Cares? (Reiterating Strong Buy)
Saturn Oil & Gas Inc. exceeded production and revenue guidance but missed EPS by $0.25, likely due to FX hedging costs and lower oil prices. Despite undervaluation, Saturn delivers double-digit organic 2P growth, with a 38% increase in 2024, and has a 2P reserve life of 13.5 years. Saturn's Q4/24 production hit a record 41,051 BOEPD, with AFF reaching $124 million CAD, driven by cost control and operational synergies.
Saturn Oil & Gas Inc. (OILSF) Q4 2024 Earnings Call Transcript
Saturn Oil & Gas Inc. (OTCQX:OILSF) Q4 2024 Results Conference Call March 14, 2025 10:00 AM ET Company Participants Cindy Gray - VP, Investor Relations John Jeffrey - Chief Executive Officer Scott Sanborn - Chief Financial Officer Justin Kaufmann - Chief Development Officer Conference Call Participants Amir Arif - ATB Capital Adam Gill - Ventum Financial Corp Operator Good morning, ladies and gentlemen, and welcome to Saturn's Fourth Quarter and Full Year 2024 Results Conference Call. As a reminder, all participants are in listen-only mode, and the conference is being recorded.
Saturn Oil & Gas: Strong Buy On Improving Fundamentals And Balance Sheet Repair
Saturn Oil & Gas has faced a 35% stock decline, but recent financing and positive cash flow make it a strong buy at $1.36 per share. The company plans to maintain production of 38,000 to 40,000 BOE/D through 2025, with significant investments in Southeast Saskatchewan, West Saskatchewan, and Central Alberta. Saturn aims to reduce net debt by over 40% by 2027, with projections based on a $70 WTI price, despite current market volatility.
Saturn Oil & Gas Finally Moves In The Right Direction
Saturn Oil & Gas Inc. initiated a share buyback, aligning management incentives with shareholder returns. Updated guidance projects targeted production of 38-40 Mboe/d and free funds flow of ~C$200mm at WTI of $80. Valuing Saturn using FCF and Reserve Value/NAV suggests a price target of almost C$8 or US$5.75, about 3x the current price.
Saturn Oil & Gas: High Free Cash Yield Spells Buy
Saturn Oil & Gas Inc. is undervalued compared to other Canadian oil companies, with a low EV/EBITDA multiple and a high free cash yield. The company is undercovered by analysts but has a substantial upside potential, with price targets ranging from $4.00 to $5.80. Saturn has been growing through acquisitions and taking on debt, but the new assets are transformative for the company and could lead to future growth and increased production.
Saturn Oil & Gas Inc. (OILSF) Q1 2024 Earnings Call Transcript
Saturn Oil & Gas Inc. (OTCQX:OILSF) Q1 2024 Results Conference Call May 16, 2024 12:00 PM ET Company Participants Kevin Smith - Vice President, Corporate Development John Jeffrey - Chief Executive Officer Justin Kaufmann - Chief Development Officer Scott Sanborn - Chief Financial Officer Grant McKenzie - Chief Legal Officer Kevin Smith Hello, and thank you for joining the Investor webinar for Saturn Oil's Q1 2024 Financial and Operations Update. My name is Kevin Smith, Vice President of Corporate Development, and I'm your moderator.
