GeoPark Ltd (LTS:0MDP)

Q3 2025 GeoPark Ltd Earnings Call Transcript

Nov 6, 2025 / 03:00 PM GMT

Release Date Price: $8.34 (+6.96%)

Transcript

Key Points

Positve

GeoPark Ltd (GPRK) successfully closed the acquisition of two high-quality blocks in Vaca Muerta, securing full operational control and entering a promising unconventional basin.
The company delivered average consolidated production of 28,136 barrels of oil equivalent per day, exceeding 2025 guidance and up nearly 3% quarter over quarter.
GeoPark Ltd (GPRK) captured more than $15 million in efficiencies, equivalent to about $19.5 million in annual structured savings, indicating a leaner and more agile operating model.
The company repurchased $108 million of its 2030 notes below par, generating $9.5 million in annual cash savings and optimizing its capital structure.
GeoPark Ltd (GPRK) has a robust hedging program with approximately 62% of expected 2026 production protected through three-way collars, ensuring financial resilience.

Negative

Dividends will be suspended as investments in Argentina peak, with levels to be reviewed as the company returns to positive free cash flow.
The company faced a non-recurrent exploration write-off in the Putumayo Basin, impacting net income.
GeoPark Ltd (GPRK) is dealing with regulatory and operational challenges in Argentina, including the need for permits and infrastructure development.
The unsolicited non-binding proposal from Parex Resources was deemed undervalued, leading to ongoing negotiations and potential distractions.
The company faces risks related to polymer injection projects in the Llanos 34 field, including subsurface uncertainties and operational execution challenges.

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

GPRK.N - GeoPark Ltd
Q3 2025 GeoPark Ltd Earnings Call
Nov 06, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Geopark Limited conference call following the results announcement for the third quarter ended September 30th, 2025.

After the speaker remarks, there will be a question-and-answer session.

If you would like to ask a question at this time, press star, followed by one on your telephone keypad.

If you would like to withdraw your question, please press star followed by 2.

If you do not have a copy of the press release, it is available at the Invest with Us section on the company's corporate website at www.go-park.com.

A replay of today's call may be accessed through this webcast in the Invest with Us section of the Geopark corporate website.

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