Riley Exploration PermianREPX
REPX
About: Riley Exploration Permian Inc is engaged in the business of exploration for and production of oil and natural gas. The company operations are in Kansas Properties and Tennessee Properties, among others.
Employees: 103
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
48% more call options, than puts
Call options by funds: $501K | Put options by funds: $338K
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
3% more funds holding
Funds holding: 146 [Q4 2024] → 150 (+4) [Q1 2025]
0.64% less ownership
Funds ownership: 64.86% [Q4 2024] → 64.21% (-0.64%) [Q1 2025]
9% less capital invested
Capital invested by funds: $444M [Q4 2024] → $402M (-$41.8M) [Q1 2025]
18% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 49
38% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 5 (-3) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for REPX.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
Riley Takes Advantage Of Low Valuations To Build Asset Base
Riley Exploration Permian is a Permian pure-play with strong production growth, a 5.7% dividend yield, and a compelling valuation at 4.6x P/E. Strategic acquisitions and infrastructure investments, like the Silverback II deal and New Mexico gas pipeline, will unlock production and boost long-term earnings. Robust hedging for 2025, low breakeven costs, and expanding power JVs support cash flow and dividend safety despite near-term pricing headwinds.
Positive
Seeking Alpha
1 month ago
Riley Exploration Permian: Projected Leverage Remains Reasonable Despite Recent Acquisition
Riley announced a $142 million acquisition while reducing its 2025 capex budget by nearly $100 million. These moves result in its projected leverage being 1.2x at the end of 2025. REPX is gaining a large amount of potential development opportunities in the deal, in an area that should make good use of its midstream buildout.
Neutral
Seeking Alpha
1 month ago
Riley Exploration Permian, Inc. (REPX) Q1 2025 Earnings Call Transcript
Riley Exploration Permian, Inc. (NYSE:REPX ) Q1 2025 Results Conference Call May 8, 2025 10:00 AM ET Company Participants Philip Riley - CFO John Suter - COO Bobby Riley - Chairman and CEO Conference Call Participants John White - ROTH Capital Jeff Robertson - Water Tower Research Derrick Whitfield - Texas Capital Noel Parks - Tuohy Brothers Operator Thank you for standing by. My name is Tina, and I will be your operator today.
Negative
Zacks Investment Research
1 month ago
Riley Exploration Permian, Inc. (REPX) Misses Q1 Earnings and Revenue Estimates
Riley Exploration Permian, Inc. (REPX) came out with quarterly earnings of $1.62 per share, missing the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.61 per share a year ago.
Neutral
PRNewsWire
1 month ago
Riley Permian Reports First Quarter 2025 Results and Announces Acquisition and Modified Development Outlook
OKLAHOMA CITY , May 7, 2025 /PRNewswire/ -- Riley Exploration Permian, Inc. (NYSE American: REPX) ("Riley Permian" or the "Company"), today reported financial and operating results for the first quarter ended March 31, 2025. FIRST QUARTER 2025 AND RECENT HIGHLIGHTS Averaged 24.4 MBoe/d of total equivalent production (oil production of 15.6 MBbls/d) Generated $50 million of operating cash flow or $56 million before changes in working capital(1), $36 million of Total Free Cash Flow(1) and $39 million of Upstream Free Cash Flow(1) Incurred total accrual (activity-based) capital expenditures before acquisitions of $24 million ($19 million for upstream) and cash capital expenditures before acquisitions of $19 million ($16 million for upstream) Reduced debt outstanding by $21 million with a debt-to-Adjusted EBITDAX(1) ratio of 0.9x(2) Reaffirmed the borrowing base on the Company's senior secured revolving credit facility at $400 million in May 2025 Announcing agreement to acquire Silverback Exploration for $142 million in cash, adding 5 MBoe/d of total equivalent production and 300+ gross undeveloped locations Management has elected to modify previously announced investment and development activity in light of recent market conditions and the pending acquisition Bobby D.
Positive
Seeking Alpha
1 month ago
Riley Exploration Permian: Avoiding Competition
Riley Exploration Permian benefits from a prime location. The company focuses on conventional opportunities. Lines are blurring between conventional and unconventional businesses.
Neutral
Seeking Alpha
3 months ago
Riley Exploration Permian, Inc. (REPX) Q4 2024 Earnings Conference Call Transcript
Riley Exploration Permian, Inc. (NYSE:REPX ) Q4 2024 Earnings Conference Call March 6, 2025 10:00 AM ET Company Participants Philip Riley - CFO Bobby Riley - Chairman and CEO John Suter - COO Conference Call Participants Neal Dingmann - Truist Securities Derrick Whitfield - Texas Capital John White - ROTH Capital Noel Parks - Tuohy Brothers Jeff Robertson - Water Tower Research Operator Hello and thank you for standing by. My name is Regina and I will be your conference operator today.
Negative
Zacks Investment Research
3 months ago
Riley Exploration Permian, Inc. (REPX) Lags Q4 Earnings and Revenue Estimates
Riley Exploration Permian, Inc. (REPX) came out with quarterly earnings of $1.47 per share, missing the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $0.70 per share a year ago.
Neutral
PRNewsWire
3 months ago
Riley Permian Reports 2024 Results and Provides 2025 Guidance
OKLAHOMA CITY , March 5, 2025 /PRNewswire/ -- Riley Exploration Permian, Inc. (NYSE American: REPX) ("Riley Permian" or the "Company"), today reported financial and operating results for the fourth quarter and year ended December 31, 2024. FOURTH QUARTER 2024 HIGHLIGHTS Averaged 25.0 MBoe/d of total equivalent production (oil production of 15.9 MBbls/d) Generated $66 million of operating cash flow or $51 million before changes in working capital(1), $18 million of Total Free Cash Flow(1) and $29 million of Upstream Free Cash Flow(1) Incurred total accrual (activity-based) capital expenditures of $31 million ($20 million for upstream) Reduced debt outstanding by $20 million with a debt-to-Adjusted EBITDAX(1) ratio of 1.0x(2) Signed a gas purchase agreement as part of our larger New Mexico midstream development project FULL-YEAR 2024 HIGHLIGHTS Averaged 22.5 MBoe/d of total equivalent production (oil production of 15.1 MBbls/d) Generated $246 million of operating cash flow or $227 million before changes in working capital(1), $117 million of Total Free Cash Flow(1) and $128 million of Upstream Free Cash Flow(1) Completed the 2024 New Mexico Asset Acquisition adding 13,900 net acres adjacent to our existing acreage Began operations at our phase 1 self-generation power joint venture project; announced phase 2 project for selling power into ERCOT and increased our ownership in the joint venture from 35% to 50% 2025 GUIDANCE HIGHLIGHTS Full-year 2025 guidance for total production of 24.6 - 25.6 MBoe/d (oil production of 15.8 - 16.3 MBbls/d) Full-year 2025 guidance for activity-based investing expenditures before acquisitions of $188 - 232 million, including $110 - 130 million for upstream, $60 - 80 million for midstream and $18 - 22 million for our power joint venture ________________ (1) A non-GAAP financial measure as defined and reconciled in the supplemental financial tables available on the Company's website at www.rileypermian.com.
Positive
Zacks Investment Research
3 months ago
Riley Exploration Permian, Inc. (REPX) Reports Next Week: Wall Street Expects Earnings Growth
Riley Exploration Permian (REPX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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