RioCan Real Estate Investment Trust (REI.UN:CA) Analyst/Investor Day Transcript
RioCan Real Estate Investment Trust ( REI.UN:CA ) Analyst/Investor Day November 18, 2025 9:00 AM EST Company Participants Jennifer Suess - Senior VP of ESG, General Counsel & Corporate Secretary Jonathan Gitlin - President, CEO & Non-Independent Trustee Dennis Blasutti - Chief Financial Officer John Ballantyne - Chief Operating Officer Oliver Harrison - Senior Vice President of Leasing & Tenant Experience Andrew Duncan - Chief Investment Officer Terri Andrianopoulos - Senior Vice President of People & Brand Conference Call Participants Greg Hicks - Canadian Tire Corporation, Limited Michael Medline - Sobeys Inc. Todd Barclay - Recipe Unlimited Corporation Michael Markidis - BMO Capital Markets Equity Research Lorne Kalmar - Desjardins Securities Inc., Research Division Sam Damiani - TD Cowen, Research Division Matt Kornack - National Bank Financial, Inc., Research Division Mark Rothschild - Canaccord Genuity Corp., Research Division Mario Saric - Scotiabank Global Banking and Markets, Research Division Conversation Jennifer Suess Senior VP of ESG, General Counsel & Corporate Secretary Good morning, everyone, and thank you for joining us today for RioCan Real Estate Investment Trust's 2025 Investor Day. My name is Jennifer Suess.
Ring Energy: The Game Continues
Ring Energy continues to manage its debt load effectively despite weaker oil prices. REI's strategy involves small, accretive acquisitions like Lime Rock. Falling capex and operational cost reductions have helped maintain free cash flow.
Ring Energy, Inc. (REI) Q3 2025 Earnings Call Transcript
Ring Energy, Inc. ( REI ) Q3 2025 Earnings Call November 7, 2025 11:00 AM EST Company Participants Al Petrie - Officer of Investor Relations Paul McKinney - CEO & Chairman of the Board Rocky Kwon - Interim CFO, VP of Accounting, Controller & Assistant Treasurer Shawn Young - Senior Vice President of Operations Alexander Dyes - Executive VP & Chief Operations Officer James Parr - Executive VP & Chief Exploration Officer Conference Call Participants Noel Parks - Tuohy Brothers Investment Research, Inc. Jeffrey Robertson - Water Tower Research LLC Charles Fratt - Alliance Global Partners, Research Division Presentation Operator Good morning, and welcome to the Ring Energy Third Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
RioCan Real Estate Investment Trust (REI.UN:CA) Q3 2025 Earnings Call Transcript
RioCan Real Estate Investment Trust ( REI.UN:CA ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Jennifer Suess - Senior VP of ESG, General Counsel & Corporate Secretary Jonathan Gitlin - President, CEO & Non-Independent Trustee Dennis Blasutti - Chief Financial Officer John Ballantyne - Chief Operating Officer Andrew Duncan - Chief Investment Officer Conference Call Participants Sam Damiani - TD Cowen, Research Division Bradley Sturges - Raymond James Ltd., Research Division Mario Saric - Scotiabank Global Banking and Markets, Research Division Michael Markidis - BMO Capital Markets Equity Research Matt Kornack - National Bank Financial, Inc., Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to the RioCan Real Estate Investment Trust Third Quarter 2025 Conference Call and Webcast.
Ring Energy (REI) Beats Q3 Earnings and Revenue Estimates
Ring Energy (REI) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.07 per share a year ago.
Ring Energy, Inc. (REI) Q2 2025 Earnings Call Transcript
Ring Energy, Inc. (NYSE:REI ) Q2 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Al Petrie - Officer of Investor Relations Alexander Dyes - Executive VP & Chief Operations Officer Paul D. McKinney - CEO & Chairman of the Board Shawn D.
Here's What Key Metrics Tell Us About Ring Energy (REI) Q2 Earnings
Although the revenue and EPS for Ring Energy (REI) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ring Energy (REI) Surpasses Q2 Earnings and Revenue Estimates
Ring Energy (REI) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.12 per share a year ago.
RioCan: The 6.6% Yielding Retail King Is Poised To Deliver
RioCan had a solid performance in Q1 2025. The results were overshadowed by lowered guidance and NAV write-down. FFO guidance was revised down to $1.85–$1.88 per unit, reflecting the Hudson's Bay situation.
Cheap Barrels, Forced Seller, Hormuz Risk -- I'm In
REI is a mispriced, cash-generating Permian oil pure-play with low decline rates and strong free cash flow, trading far below book value. Operational discipline, smart hedging, and accretive acquisitions position REI for resilience and upside even at moderate oil prices; management prioritizes debt reduction. Warburg Pincus' forced selling is a temporary overhang, not a reflection of fundamentals -- I'm accumulating shares while this artificial discount persists.
Ring Energy: Large Capex Reduction To Boost Free Cash Flow
Ring reduced its capex budget for the remaining three quarters of 2025 by nearly 50%. This increased its projected free cash flow for 2025 to around $52 million. Ring's 2H 2025 oil production guidance was cut by 10%, due to the large reduction in development activity.
Ring Energy, Inc. (REI) Q1 2025 Earnings Call Transcript
Ring Energy, Inc. (NYSE:REI ) Q1 2025 Earnings Conference Call May 8, 2025 12:00 PM ET Company Participants Al Petrie - Investor Relations Paul McKinney - Chairman & Chief Executive Officer Travis Thomas - Executive Vice President & Chief Financial Officer James Parr - Executive Vice President & Chief Exploration Officer Shawn Young - Senior Vice President, Operations Conference Call Participants Jeff Robertson - Water Tower Research Noel Parks - Tuohy Brothers Operator Good day, and welcome to the Ring Energy's First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
