Prairiesky Royalty Ltd. (OTCPK:PREKF) Q2 2025 Earnings Conference Call July 15, 2025 8:30 AM ET Company Participants Andrew M.
PrairieSky Royalty offers low-risk oil and gas exposure, benefiting from high margins and minimal operating expenses as a royalty company. Q1 results showed robust cash flow (C$85.8M FFO), but lower oil and gas prices will pressure revenue and FFO in the coming quarters. Despite rising net debt from asset purchases, dividends, and buybacks, liquidity remains strong with substantial daily cash flow and a large credit facility.
Energy stocks are under pressure from recession fears and OPEC moves, but I see this pain as a setup for long-term opportunity in select names. With U.S. shale losing steam, I believe the industry is entering a new era. A focus on cash flow and discipline will separate winners from losers. Canada stands out with deep reserves and low breakevens. I'm bullish on two stocks positioned to benefit from long-term oil price strength and income growth.
PrairieSky Royalty Ltd. (OTCPK:PREKF) Q1 2025 Earnings Conference Call April 15, 2025 8:30 AM ET Company Participants Andrew Phillips - President & Chief Executive Officer Pam Kazeil - Senior Vice President & Chief Financial Officer Mike Murphy - Vice President, Geosciences & Capital Markets Conference Call Participants Patrick O'Rourke - ATB Capital Markets Aaron Bilkoski - TD Cowen Jamie Kubik - CIBC Jeremy McCrea - BMO Capital Markets Operator Good day, and welcome to PrairieSky Royalty Limited Announces First Quarter 2025 Financial Results.
PrairieSky Royalty, a Canadian royalty company, has robust earnings and minimal net debt despite low natural gas prices, prompting a rating upgrade to 'buy'. The company reported strong production results, with 53% of oil sales and a total average realized price of C$50.30 per barrel of oil equivalent. PrairieSky's high cash flow margins and low capex requirements resulted in a net free cash flow of C$346M, supporting a 4% dividend hike.
PrairieSky Royalty Ltd. (OTCPK:PREKF) Q4 2024 Earnings Conference Call February 11, 2025 8:30 AM ET Company Participants Andrew Phillips - President & Chief Executive Officer Mike Murphy - Vice President, Geosciences & Capital Markets Pam Kazeil - Senior Vice President & Chief Financial Officer Conference Call Participants Jeremy McCrea - BMO Capital Markets Dustin Besaw - TD Cowen Adam Schwartz - Black Bear Value Partners Jamie Kubik - CIBC Operator Good day, and thank you for standing by.
PrairieSky Royalty Ltd. (OTCPK:PREKF) Q3 2024 Earnings Conference Call October 29, 2024 8:30 AM ET Company Participants Andrew Phillips - President & Chief Executive Officer Michael Murphy - Vice-President, Geosciences & Capital Markets Pam Kazeil - Vice President, Finance & Chief Financial Officer Conference Call Participants Patrick O'Rourke - ATB Capital Markets Adam Schwartz - Black Bear Value Partners Aaron Bilkoski - TD Cowen Jeremy McCrea - BMO Operator Ladies and gentlemen, thank you for standing by.
PrairieSky Royalty Ltd. (OTCPK:PREKF) Q2 2024 Earnings Conference Call July 16, 2024 8:30 AM ET Company Participants Andrew Phillips - President and CEO Michael Murphy - Vice President, Geosciences and Capital Markets Pamela Kazeil - VP, Finance and CFO Conference Call Participants Adam Schwartz - Black Bear Partners Jamie Kubik - CIBC Operator Ladies and gentlemen, thank you for standing by.