KEI Company Report

Analyst Coverage

Research analysts who have asked questions during KEI earnings calls.

Sidoti & Company

3 questions for KEI

Recent press releases and 8-K filings for KEI.

Kolibri Global Energy Highlights Production Growth and Capital Allocation Strategy

KEI

Guidance Update

Share Buyback

New Projects/Investments

Kolibri Global Energy (KGEI) reported a December 2025 exit production rate of over 6,000 barrels of oil equivalent per day and plans to drill more McKinney wells and its first Sycamore well in 2026.
The company reported $42 million in net debt at the end of Q3 and intends to pay down debt in Q1 2026, followed by more aggressive share buybacks in Q2 2026, aiming for a debt-to-EBITDA ratio of one or below.
KGEI's 2024 approved reserves were 40 million barrels of oil equivalents, with an additional 53 million barrels of approved probable reserves, and it maintains low operating expenses of approximately $7.50 per barrel of oil equivalent.
Adjusted EBITDA significantly increased from $6.5 million in 2021 to $44 million in 2024, with 2025 expected to be in a similar range despite lower oil prices.

Jan 22, 2026, 8:15 PM

Kolibri Global Energy Discusses 2025 Performance, 2026 Outlook, and Valuation

KEI

Guidance Update

Share Buyback

New Projects/Investments

Kolibri Global Energy (KEI) reported 40 million barrels of approved reserves and 53 million barrels of approved probable reserves at the end of 2024, with a valuation of $535 million for approved reserves.
The company's Adjusted EBITDA grew from $6.5 million in 2021 to $44 million in 2024, with a similar range expected for 2025.
KEI's net debt was approximately $42 million at the end of Q3 2025, with plans to pay down debt in Q1 2026 and aggressively buy back shares starting in Q2 2026.
Production for November 2025 was 75% oil, and the December 2025 exit rate was over 6,000 barrels of oil equivalent per day. The company aims to keep production about flat in 2026 with maintenance capital if oil prices are in the $58-$60 range.
The company maintains low operating expenses at about $7.50 per barrel of oil equivalent.

Jan 22, 2026, 8:15 PM

Kolibri Global Energy Discusses 2025 Performance, 2026 Outlook, and Asset Valuation

KEI

Guidance Update

Share Buyback

New Projects/Investments

Kolibri Global Energy (KGEI) reported 40 million barrels of proved reserves and 53 million barrels of proved probable as of the end of 2024, valued at $535 million and almost $700 million respectively at $70s oil prices. The company's acreage has increased to 17,000 acres, with 99% held by production.
The company achieved Adjusted EBITDA of $44 million in 2024 and expects a similar range for 2025, despite lower oil prices. Net debt was $42 million at the end of Q3 2025, with a goal to reduce it to the mid-$30 million range and a net debt-to-EBITDA ratio below one by the end of Q1 2026.
Production saw a strong exit rate for 2025, with December production exceeding 6,000 BOE per day, and the oil mix increasing from 66% in Q3 2025 to 75% in November 2025.
For 2026, KGEI plans to prioritize debt reduction in Q1, followed by more aggressive share buybacks starting in Q2, aiming to keep production flat if oil prices remain in the $58-$60 range. The company also plans to drill its first Sycamore well.
Operational efficiencies have improved, with 1.5-mile laterals now drilled in an average of 10.5 days, and operating expenses are low at approximately $7.50 per barrel of oil equivalent.

Jan 22, 2026, 8:15 PM

Kolibri Global Energy Provides 2025 Guidance and Operational Update

KEI

Guidance Update

Share Buyback

New Projects/Investments

Kolibri Global Energy reported proved reserves of over 40 million barrels of oil equivalent and proved probable reserves exceeding 53 million BOE at the end of last year, with proved reserves valued at $535 million.
The company maintains a $65 million line of credit and reported $42 million in net debt at the end of the last quarter, with plans to reduce debt by an additional $8 million-$10 million in Q1 2026.
KEI's 2025 guidance includes average production of 4,000-4,400 BOE per day (a 15%-27% increase year-over-year) and an adjusted EBITDA increase of 4%-14%, with CapEx projected at $55 million-$58 million. New wells expected to come online in December are anticipated to further increase the oil percentage in the production mix, which was 71% in September.
The company has bought back approximately 570,000 shares and intends to continue repurchases, with future drilling programs and capital allocation decisions for 2026 remaining flexible and dependent on oil prices.

Nov 13, 2025, 5:00 PM

Kolibri Global Energy Reports Strong Q3 2025 Production Growth and Reaffirmed Credit Facility

KEI

Earnings

Guidance Update

Share Buyback

Kolibri Global Energy achieved average production of 4,254 BOE per day in Q3 2025, marking a 40% increase from the prior year quarter. Year-to-date September 2025 average production also grew 22% to 3,851 BOE per day compared to the same period in 2024.
For Q3 2025, revenue increased 15% to $15 million, despite an 18% decline in oil prices. Adjusted EBITDA reached $11.1 million, an increase of 9%, while net income was $3.6 million, or $0.10 per basic share.
The company's line of credit was reaffirmed at $65 million in October, with $18.5 million of available borrowing capacity and $42.8 million in net debt as of September 30, 2025. Kolibri has repurchased approximately 568,000 shares since September 2024 and intends to continue share buybacks.
Management anticipates exiting 2025 with record high production due to four new wells expected to come online in early December, which should further increase production in Q1 2026. The company also expects to pay down $8 million to $10 million in debt during Q1 2026.