The call conveyed a strong positive outlook with multiple achievements in production records, financial performance, strategic acquisitions, and operational efficiencies. Despite challenges such as a drop in oil prices and temporary production impacts, the company demonstrated resilience and strategic foresight.

Company Guidance -

Q3 2025

During the Tamarack Valley Energy Limited conference call, significant guidance updates for 2025 were disclosed. The company reported achieving a new corporate production record, averaging 70,260 BOEs per day in Q2 and surpassing 74,300 BOEs per day in April. Debt-adjusted production per share increased by 24% year-over-year, indicating robust growth. The guidance for 2025 was revised, with production expectations raised by 3% and capital spending reduced by 7%, highlighting operational efficiency and cost improvements. The company's net debt decreased by 19% to $711 million, aided by a well-received bond offering. Additionally, a $51.5 million tuck-in acquisition in North Clearwater was completed, enhancing their land holdings by 17%. The waterflood program showed substantial success, with water injection rates reaching 20,000 barrels per day and targeting over 30,000 barrels per day by year-end. Financially, Tamarack generated $197 million in adjusted funds flow and $133 million in free funds flow in Q2, reflecting strong performance despite an 8% drop in WTI oil prices. The company also revised its full-year production guidance to 67,000-69,000 BOE per day, while reducing capital spending to $400-$420 million.

Record Corporate Production

Tamarack Valley Energy set a new corporate production record, averaging 70,260 BOEs per day in Q2 2025, surpassing all prior quarters. The highest monthly production was achieved in April with over 74,300 BOE per day.

Debt-Adjusted Production Increase

Q2 debt-adjusted production per share increased by 24% year-on-year, driven by buybacks and organic growth.

Successful Waterflood Implementation

Strong production response from waterflood patterns, outperforming primary baseline volumes, with water injection rates in Clearwater increasing significantly.

Operational and Cost Improvements

Revised 2025 production guidance up by 3% and capital spending down by 7%, indicating improved efficiency and fostering continued free funds flow strength.

Significant Debt Reduction

Net debt reduced by 19% year-on-year, supported by a well-received bond offering.

Strategic Clearwater Acquisition

Closed a $51.5 million tuck-in acquisition, adding 1,100 barrels per day of heavy oil production and expanding Clearwater land holdings by 17%.

Adjusted Funds Flow and Share Buybacks

Generated adjusted funds flow of $197 million ($0.39 per share) and free funds flow of $133 million ($0.26 per share). Year-to-date, free funds flow is up 29% versus 2024, with a significant share buyback program in place.

Tamarack Valley Energy (TNEYF) 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 >

TNEYF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	- / -	0.123	―	―	―
Jul 30, 2025	2025 (Q2)	0.07 / 0.12	0.123	0.00% (0.00)	―
May 07, 2025	2025 (Q1)	0.07 / 0.09	-0.043	300.00% (+0.13)	―
Feb 25, 2025	2024 (Q4)	0.13 / <0.01	0.072	-90.00% (-0.07)	―
Oct 31, 2024	2024 (Q3)	0.28 / 0.12	0.014	750.00% (+0.11)	―
Aug 01, 2024	2024 (Q2)	0.25 / 0.12	0.036	240.00% (+0.09)	―
May 08, 2024	2024 (Q1)	0.04 / -0.04	0	―	―
Feb 28, 2024	2023 (Q4)	0.04 / 0.07	0.065	11.11% (<+0.01)	―
Oct 26, 2023	2023 (Q3)	0.10 / 0.01	0.202	-92.86% (-0.19)	―
Jul 27, 2023	2023 (Q2)	0.03 / 0.04	0.239	-84.85% (-0.20)	―

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

TNEYF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$3.86	$3.92	+1.55%
May 07, 2025	$2.59	$2.67	+3.09%
Feb 25, 2025	$3.11	$2.98	-4.18%
Oct 31, 2024	$2.73	$2.90	+6.23%

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 Tamarack Valley Energy Ltd (TNEYF) report earnings?

Tamarack Valley Energy Ltd (TNEYF) is schdueled to report earning on Oct 23, 2025, TBA (Confirmed).

What is Tamarack Valley Energy Ltd (TNEYF) earnings time?

Tamarack Valley Energy Ltd (TNEYF) earnings time is at Oct 23, 2025, TBA (Confirmed).

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You can see which companies are reporting today on our designated earnings calendar.

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What is TNEYF EPS forecast?

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