Epsilon Energy Ltd (NAS:EPSN)

Q1 2025 Epsilon Energy Ltd Earnings Call Transcript

May 15, 2025 / 03:00 PM GMT

Release Date Price: $6.94 (+1.76%)

Transcript 10-Q

Key Points

Positve

Epsilon Energy Ltd (EPSN) reported a significant increase in Marcellus upstream cash flows, up over 200% sequentially due to a 58% increase in production and a 70% increase in realized pricing.
Midstream cash flows also saw a substantial increase of 140% sequentially, driven by higher throughput volumes.
The company maintains a strong balance sheet and projected cash flows, positioning it well to capitalize on attractive opportunities while maintaining its dividend.
Epsilon Energy Ltd (EPSN) has a diversified portfolio that has performed well in the current volatile environment.
The Barnett type curve in Texas is economic, delivering above a 15% rate of return down to $55 WTI.

Negative

Epsilon Energy Ltd (EPSN) does not expect additional investments in Pennsylvania this year, indicating a potential slowdown in development activities.
Incremental activity in Texas will require sustained oil prices above $65 WTI, which may limit growth if prices do not meet this threshold.
The company is approximately 45% hedged on forecasted PDP oil production and 30% hedged on gas, which may limit upside potential if market prices increase.
Development plans in Alberta are still in early stages, with more definitive updates expected in future quarters, creating uncertainty in the short term.
The company's plans are subject to change based on gas market conditions and other factors, indicating potential volatility in future operations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EPSN.OQ - Epsilon Energy Ltd
Q1 2025 Epsilon Energy Ltd Earnings Call
May 15, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to the Epsilon Energy first quarter 2025 earnings conference call.

All participants will be in a listen-only mode. Should you need assistance, please send to a conference specialist by pressing the star key followed by 0.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press star and then 1 on your touchdown phones. Draw your questions, you may press star and 2.

At this time I'd like to turn the floor over to Andrew Williamson, Chief Financial Officer. Sir, please go ahead.

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Unidentified_2 [2]
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