Earnings Call Summary | PHX Minerals(PHX.US) Q3 2024 Earnings Conference
Earnings Call Summary | PHX Minerals(PHX.US) Q3 2024 Earnings Conference
Net income for the quarter was $1.1 million, or $0.03 per share, compared to $1.3 million, or $0.04 per share in the previous quarter.The following is a summary of the PHX Minerals Inc. (PHX) Q3 2024 Earnings Call Transcript:
以下是PHX礦業公司（PHX）2024年第三季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Reported Q3 2024 natural gas, oil, and NGL sales revenues of $7.9 million, down 20% sequentially.
Total royalty volumes for the quarter were the second highest in PHX history, despite a 20% drop in production from Q2 2024.
Net income for the quarter was $1.1 million, or $0.03 per share, compared to $1.3 million, or $0.04 per share in the previous quarter.
Reduced total debt by $5 million, reaching $27,750, reflecting a lower debt burden and strong financial management.
Reaffirmed the borrowing base under the bank credit facility at $50 million.
2024年第三季度公佈的天然氣、石油和液化天然氣銷售收入爲790萬美元，環比下降20％。
儘管產量較2024年第二季度下降了20％，但該季度的特許權使用費總額仍爲PHX歷史上第二高。
該季度的淨收入爲110萬美元，合每股收益0.03美元，而上一季度爲130萬美元，合每股收益0.04美元。
債務總額減少了500萬美元，達到27,750美元，這反映了較低的債務負擔和強大的財務管理。
重申銀行信貸額度下的借款基礎爲5000萬美元。
Business Progress:
業務進展：
Notable increase in drilling activity in the SpringBoard III area, with approximately 40 gross wells currently in some stage of progress.
Continued development on both legacy and newly acquired mineral assets, expected to lead to annually increasing royalty volumes.
Invested $3 million in accretive mineral acquisitions during Q3 2024, showing disciplined and strategic capital deployment.
SpringBoard III地區的鑽探活動顯著增加，目前約有40口總油井處於一定進展階段。
傳統和新收購的礦產資產的持續開發，預計將導致每年特許權使用費的增加。
在 2024 年第三季度投資了 300 萬美元進行增值礦產收購，顯示了嚴格的戰略資本部署。
Opportunities:
機會：
Bullish outlook for natural gas prices supported by new LNG export facilities and increased power demand driven by AI and data centers projections.
Incremental increase of about 13 Bcf a day from current levels in U.S. LNG export volumes foreseen by 2028.
Ongoing strategic acquisitions focused on high-quality drilling locations, aiming for a seven-year inventory sustaining operation without the need for aggressive acquisitions.
在新的液化天然氣出口設施以及人工智能和數據中心預測推動的電力需求增加的支持下，天然氣價格前景看漲。
預計到2028年，美國液化天然氣出口量將從目前的水平逐步增加約130億立方英尺。
正在進行的戰略收購側重於高質量的鑽探地點，目標是在無需積極收購的情況下實現爲期七年的庫存維持運營。
Risks:
風險：
Delayed development decisions influenced by fluctuating natural gas prices and challenging macro environment.
Volatility in realized commodity prices with natural gas prices averaging $2 per Mcf and oil prices at $74.83 which is a 3% decline from Q2 2024.
受天然氣價格波動和艱難的宏觀環境的影響，延遲的開發決策。
已實現大宗商品價格的波動，天然氣價格平均爲每立方英尺2美元，油價爲74.83美元，較2024年第二季度下降了3％。
More details: PHX Minerals IR
更多詳情：PHX Minerals 投資者關係
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
溫馨提示：欲了解更多詳情，請參閱投資者關係網站。本文僅供投資者參考，沒有任何指導或建議建議。
譯文內容由第三人軟體翻譯。
