The earnings call presents a mix of optimism and challenges. While there are significant highlights such as improved storage position, hedging success, and upcoming LNG demand, the company faces challenges with weak gas prices impacting cash flow and elevated debt levels. The intent to resume drilling and potential LNG demand growth are positive signs for the future.

Company Guidance -

Q3 2025

During the Pine Cliff Energy second quarter webcast, President and CEO Phil Hodge discussed the company's strategic outlook amidst challenging market conditions. He highlighted that natural gas storage levels have risen above five-year averages, though they remain below last year's levels, a factor not fully recognized by the market. As Pine Cliff plans to resume its drilling program in the fourth quarter, the company is focused on capital allocation, reducing its debt to below 1x debt to cash flow from the current 1.5x, and maintaining a diversified drilling inventory. Hodge noted that Pine Cliff's hedging strategy has been effective, with realized natural gas prices at $2.48/Mcf, a 48% premium to the AECO daily 5A price, and the company has hedged 54% of its gas production for the year at $2.82/Mcf. Additionally, Pine Cliff is preparing for growth in LNG demand, with potential significant increases in Canadian LNG exports by the end of the decade. The company also anticipates a narrowing of the AECO-NYMEX differential and is considering future dividend increases contingent on improved free cash flow.

Improved Storage Position

Natural gas storage is elevated from 5-year averages but below last year's levels, suggesting a better position as LNG ramps up.

Drilling Program Resumption

Plan to resume drilling in Q4 2025, with extensive drilling inventory and flexibility in capital allocation.

Successful Hedging Strategy

Realized a natural gas price of $2.48/Mcf, a 48% premium to the AECO daily 5A price of $1.68. Hedged 54% of gas production and 43% of crude oil production for 2025.

Potential LNG Demand Growth

Expecting up to 6.5 bcf/day of new LNG demand from Canada by the end of the decade, with potential to become the fourth largest LNG exporter.

High IRR on Wells

Drilling program expected to have over 100% IRRs with a payback period of around 1 year.

Pine Cliff Energy (TSE:PNE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TSE:PNE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	- / -	-0.02	―	―	―
Aug 06, 2025	2025 (Q2)	- / -0.02	-0.01	-100.00% (-0.01)	―
May 05, 2025	2025 (Q1)	- / -0.01	0.03	-133.33% (-0.04)	―
Mar 06, 2025	2024 (Q4)	- / -0.02	0	―	―
Nov 13, 2024	2024 (Q3)	- / -0.02	0.01	-300.00% (-0.03)	―
Aug 08, 2024	2024 (Q2)	-0.02 / -0.01	0	―	―
May 07, 2024	2024 (Q1)	0.00 / 0.03	0.01	200.00% (+0.02)	―
Mar 05, 2024	2023 (Q4)	0.00 / 0.00	0.07	―	―
Nov 14, 2023	2023 (Q3)	0.00 / 0.01	0.05	-80.00% (-0.04)	―	―
Aug 01, 2023	2023 (Q2)	0.00 / 0.00	0.14	―	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TSE:PNE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	C$0.69	C$0.66	-3.63%
May 05, 2025	C$0.52	C$0.56	+7.77%
Mar 06, 2025	C$0.80	C$0.78	-2.51%
Nov 13, 2024	C$0.81	C$0.80	-1.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Pine Cliff Energy (TSE:PNE) report earnings?

Pine Cliff Energy (TSE:PNE) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Pine Cliff Energy (TSE:PNE) earnings time?

Pine Cliff Energy (TSE:PNE) earnings time is at Nov 05, 2025, After Close (Confirmed).

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