Kolibri Global Energy (KEI) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
1 Apr, 2026Strategic focus and asset overview
Focused on high-quality resource identification, exploration, and exploitation, primarily through the Tishomingo Shale Oil Field in Oklahoma.
Holds 17,000+ net acres with 2P reserves of 57.6 million BOE and a large ratio of proved undeveloped (PUD) to proved developed producing (PDP) reserves.
Infrastructure in place with 45 Caney wells on production and 104 additional booked Caney locations.
Acreage is 99% held by production, providing long-term development flexibility.
Additional upside from East Side, T-zone, and Sycamore formations, with first Sycamore test planned.
Financial performance and capital structure
2025 average production reached 4,013 BOE/d, a 15% increase over 2024, with adjusted EBITDA of ~$42 million.
Netback from operations improved to $38.54 per BOE in 2025, reflecting strong operational efficiency.
Maintains low debt with a $65 million line of credit and year-end 2025 net debt of ~$46 million.
U.S. market capitalization of ~$168 million and enterprise value of ~$214 million as of March 2026.
Implemented a shareholder return policy, including share buybacks.
Operational efficiency and drilling performance
Achieved significant drilling efficiencies, with recent 1-mile laterals averaging $5.5 million per well, below the 2023 forecast.
Lovina 1.5-mile laterals drilled in an average of 10.5 days, and Barnes 1.5-mile laterals budgeted at ~$7.2 million.
Operating expenses and netbacks compare favorably to U.S. listed peers.
General & administrative costs per BOE have declined steadily, supporting margin expansion.
Latest events from Kolibri Global Energy
- Efficient shale operations and strong reserves position for growth, with drilling to resume by June.KEI
Lytham Partners 2026 Industrials & Basic Materials Summit1 Apr 2026 - Production up 15%, but lower prices cut revenue and net income; 2026 outlook strong with new wells.KEI
Q4 202520 Mar 2026 - Q2 2024 production rose 30% and revenue 38%, with longer laterals set to boost growth.KEI
Q2 20241 Feb 2026 - Reserves and EBITDA surged as oil mix improved, with flexible drilling and disciplined capital use.KEI
Sidoti Micro-Cap Virtual Investor Conference22 Jan 2026 - Production growth, efficiency gains, and share buybacks drive value amid significant undervaluation.KEI
Sidoti September Small-Cap Virtual Conference20 Jan 2026 - Q3 2024 net income surged 118% with strong production growth and buybacks initiated.KEI
Q3 202414 Jan 2026 - Record 2024 results and 2025 guidance signal strong growth and capital returns ahead.KEI
Q4 202426 Dec 2025 - Flexible $75M shelf offering targets growth in US energy, but carries high risk and volatility.KEI
Registration Filing29 Nov 2025 - Flexible $75M shelf offering targets U.S. energy growth amid high risk and market volatility.KEI
Registration Filing29 Nov 2025