Epsilon Energy NASDAQ: EPSN outlined its multi-basin development strategy, inventory depth and expected production growth during a company presentation, highlighting operated Powder River Basin assets, expanded activity in the Permian Basin and renewed development in the Marcellus.
Epsilon Energy is benefiting from diversification into oil-rich basins. That would appear to balance natural gas seasonality. EPSN's Q2 adjusted income showed a loss post-correction. Management's $5 million quarterly debt repayment was supported by higher commodity prices.
Epsilon Energy Ltd. transitions from a midstream microcap to an oil-weighted growth story post-Peak acquisition, but Q2 results raise concerns. Q2 saw production drop 13% QoQ, CapEx rise, and adjusted results turn negative, highlighting operational and margin risks. Capital allocation appears unfocused, with simultaneous oil growth ambitions, dividends, debt, buybacks, and an ATM program complicating the investment case.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 127 | $710.6 | $711.2 | $0.6 | 0.08% |
| DS Deborah Straughn MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS Inc. | 174,400 | $1.1M | $1.03M | -$72,092.55 | -6.54% |
| KAC Kimberly A. Clarke Stoneridge Investment Partners LLC | 10,418 | $58,000 | $58,340.8 | $340.8 | 0.59% |
Joseph Castro Nuveen LLC | 71,160 | $433,717.64 | $414,151.2 | -$19,566.44 | -4.51% |
Bobby Adusumilli SJS Investment Consulting Inc. | 17 | $78.88 | $95.2 | $16.32 | 20.69% |
| Oil, Gas & Consumable Fuels Industry | Energy Sector | Jason Stabell CEO | NASDAQ (NMS) Exchange | 294375209 CUSIP |
| US Country | 27 Employees | 15 Jun 2026 Last Dividend | 24 Dec 2018 Last Split | 4 Jan 2016 IPO Date |
Epsilon Energy Ltd. is a North American onshore independent natural gas and oil company dedicated to the exploration and production of energy resources. Founded in 2005 and headquartered in Calgary, Canada, the company plays a significant role in the energy sector by focusing on the acquisition, development, gathering, and production of natural oil and gas reserves primarily in the United States. Epsilon Energy operates through two main segments: Upstream and Gathering System, showcasing its integrated approach in managing its assets efficiently. The company's portfolio includes natural gas production in the significant Marcellus Shale in Pennsylvania, along with oil, natural gas liquids, and natural gas production in the vital regions of the Permian Basin in Texas and New Mexico, and the Anadarko Basin in Oklahoma. By maintaining a robust presence in these key energy-producing areas, Epsilon Energy Ltd. demonstrates its commitment to being a pivotal player in North America's evolving energy landscape.
Epsilon Energy Ltd. provides a range of products and services that reflect its significant role in the exploration, production, and management of oil and natural gas reserves. These offerings are key to the company's mission to meet the energy needs of today and tomorrow.