Q4 2025 PEDEVCO Corp Earnings Call Transcript
Key Points
- PEDEVCO Corp (PED) successfully completed a merger with Juniper portfolio companies, significantly increasing its production and reserves.
- The company reported a 203% year-over-year growth in adjusted EBITDA for the fourth quarter, despite a decline in crude oil prices.
- PEDEVCO Corp (PED) holds over 310,000 net acres across key basins with a substantial inventory of development opportunities.
- The company has identified cost optimization projects expected to reduce lease operating expenses by up to $1 million per month.
- Insiders and major investors, including Juniper Capital, demonstrate strong commitment and alignment with the company's success.
- The reported results for the fourth quarter only include a partial contribution from the acquired assets due to the timing of the merger.
- PEDEVCO Corp (PED) reported a net loss of $10.4 million for the full year, driven by non-recurring merger costs and other expenses.
- The company faces higher lease operating expenses per BOE due to the acquired assets, although optimization efforts are underway.
- Production levels in Q1 2026 are expected to peak and then decline as new wells move through their decline curves.
- The company has a significant amount of debt, with $98 million drawn under its credit facility, and limited liquidity remaining.
Good morning, and welcome to BDEFCO's fourth quarter and full-year 2025 earnings conference call. (Operator Instructions)
Todayâs program is being recorded. I would now like to turn the call over to Laurent Weil of Elevate IR. Please go ahead, sir.
Thank you, operator, and good morning everyone. Welcome to PEDEVCOâs fourth quarter and full year 2025 earnings call. With me today are Doug Shick, President and Chief Executive Officer, R.T. Dukes, Chief Operating Officer, and Bobby Long, Chief Financial Officer.
Before we begin, I would like to remind everyone that todayâs discussion includes forward-looking statements subject to risks and uncertainties that could cause actual results to differ materially.
For more information, please refer to our 2025 Form 10-K and other SEC filings. The company undertakes no obligation to update or revise any forward-looking statements. During todayâs call, we may discuss certain non-GAAP financial measures, including adjusted EBITDA. Reconciliation to the
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