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Barnwell Industries Highlights Increased Revenue Leverage to Rising Oil Prices and Ongoing Strategic Review

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Barnwell Industries (NYSE American: BRN) highlighted that recent strength in oil prices increases the revenue potential of its Canadian production, which averages approximately 950 barrels of oil equivalent per day from long-life conventional reserves in Alberta.

The company confirmed its ongoing strategic review of Canadian oil and gas assets, including the potential sale, and said it has solicited indications of interest (Form 8-K filed March 13, 2026). Barnwell emphasized disciplined capital allocation and will provide updates as appropriate.

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Argus Mar 19 session
+4.42% close to close Open Argus
Details

News Market Reaction – BRN

In the Mar 19 session, BRN gained 4.42%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement underscores Barnwell’s Canadian production scale of about 950 BOE/day and its inte...
Analysis

This announcement underscores Barnwell’s Canadian production scale of about 950 BOE/day and its intention to evaluate strategic alternatives, including a potential sale of those assets. Recent filings detail Q1 revenue of $2,746,000, a net loss, and an effective $50,000,000 shelf plus a $3,200,000 at-the-market facility. Investors may track progress on the strategic review, production stability, and any future capital-raising activity under the shelf and ATM program.

Key Figures

Production rate: 950 barrels of oil equivalent per day Quarter production: 86,667 BOEs Quarterly revenue: $2,746,000 +5 more
Production rate
950 barrels of oil equivalent per day
Twining oil field, Alberta Canadian assets
Quarter production
86,667 BOEs
Q1 FY2026 Canadian production from Twining field
Quarterly revenue
$2,746,000
Revenue from continuing operations, Q1 ended Dec 31, 2025
Net loss
$1,426,000
Net loss from continuing operations, Q1 ended Dec 31, 2025
Cash balance
$3,622,000
Cash and cash equivalents as of Dec 31, 2025
ATM program size
$3,200,000
Aggregate gross sales capacity under 424B5 at-the-market offering
Shelf registration size
$50,000,000
Form S-3 mixed shelf primary offering capacity
Private placement shares
2,221,141 shares
Shares issued in November 2025 private placement

Historical Context

5 past events · Latest: Mar 11
5 events
  1. Mar 11

    Advisor appointment

    24h Move
    +8.9%

    Hired Sean Wallace to expand M&A and capital markets capabilities.

  2. Mar 04

    Operations update

    24h Move
    +2.6%

    Reaffirmed reliable ~950 BOE/day Canadian production with minimal winter disruptions.

  3. Feb 23

    Earnings results

    24h Move
    +3.0%

    Reported lower revenue and a net loss from continuing operations for Q1 FY2026.

  4. Jan 30

    Rights plan adoption

    24h Move
    -5.2%

    Adopted limited-duration shareholder rights plan to deter creeping control.

  5. Dec 30

    CFO transition

    24h Move
    +0.0%

    Announced retirement of long-time CFO and appointment of Philip F. Patman Jr.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

barrels of oil equivalent, form 8-k
2 terms
barrels of oil equivalent technical
"generating approximately 950 barrels of oil equivalent per day from long-life..."
Barrels of oil equivalent (BOE) is a way to measure and compare different types of energy resources, like oil and natural gas, in a common unit. It helps investors understand the total amount of energy a company has or produces, regardless of the resource type, by converting natural gas into a comparable oil amount. This simplifies assessing a company's overall energy assets and making informed investment decisions.
form 8-k regulatory
"As outlined in the Company's Form 8-K filed with the Securities and Exchange..."
A Form 8-K is a report that companies file with the government to share important news quickly, such as changes in leadership, major business deals, or financial updates. It matters because it helps investors stay informed about significant events that could affect the company's value or stock price.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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HOUSTON, TX / ACCESS Newswire / March 19, 2026 / Barnwell Industries, Inc. (NYSE American:BRN) ("Barnwell" or the "Company") today highlighted the increased value and revenue potential of its Canadian oil production in light of recent strength in global energy prices, and provided an update on its ongoing strategic review process.

Barnwell produces crude oil from its interests in the Twining oil field in Alberta, Canada, generating approximately 950 barrels of oil equivalent per day from long-life, conventional reserves in a stable and well-established jurisdiction.

With recent increases in oil prices, the Company believes its Canadian production base is positioned to generate meaningfully higher revenue relative to recent prior periods. Barnwell's assets provide direct exposure to strengthening North American energy markets, with low operational disruption and consistent production performance.

"We believe the current commodity price environment highlights the inherent value and resilience of our Canadian production base," said Philip Patman, Jr., Chief Financial Officer of Barnwell Industries. "Our assets offer shareholders meaningful leverage to rising oil prices, and we are focused on translating this into enhanced revenues and long-term value."

The Company also confirmed that it continues to actively evaluate strategic alternatives with respect to its Canadian oil and gas assets, including the potential sale of such assets, as previously disclosed. As outlined in the Company's Form 8-K filed with the Securities and Exchange Commission on March 13, 2026, Barnwell has commenced a process to solicit and evaluate indications of interest from potential counterparties, with the intention being to confirm and potentially realize fair value for those assets in light of current market conditions.

The Company remains committed to disciplined capital allocation and maximizing shareholder value, and will provide updates as appropriate.

About Barnwell Industries, Inc.

Barnwell Industries, Inc. (NYSE:BRN) is a diversified company with operations and interests in energy and related assets. The Company is focused on disciplined capital allocation, operational excellence, and high-return growth opportunities.

Forward-Looking Statements

The information contained in this press release contains "forward-looking statements," within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. A forward-looking statement is one which is based on current expectations of future events or conditions and does not relate to historical or current facts. These statements include various estimates, forecasts, projections of Barnwell's future performance, statements of Barnwell's plans and objectives, and other similar statements. Forward-looking statements include phrases such as "expects," "anticipates," "intends," "plans," "believes," "predicts," "estimates," "assumes," "projects," "may," "will," "will be," "should," or similar expressions. Although Barnwell believes that its current expectations are based on reasonable assumptions, it cannot assure that the expectations contained in such forward-looking statements will be achieved. Forward-looking statements involve risks, uncertainties and assumptions which could cause actual results to differ materially from those contained in such statements. The risks, uncertainties and other factors that might cause actual results to differ materially from Barnwell's expectations are set forth in the "Forward-Looking Statements," "Risk Factors" and other sections of Barnwell's annual report on Form 10-K for the last fiscal year and Barnwell's other filings with the Securities and Exchange Commission. Investors should not place undue reliance on the forward-looking statements contained in this press release, as they speak only as of the date of this press release, and Barnwell expressly disclaims any obligation or undertaking to publicly release any updates or revisions to any forward-looking statements contained herein.

COMPANY:
Philip F. Patman, Jr.
Chief Financial Officer and Treasurer
Barnwell Industries, Inc.
24 Greenway Plaza, Suite 1800Q
Houston, Texas 77046
Telephone: +1 (713) 730 7026
Website: www.brninc.com

SOURCE: Barnwell Industries, Inc.



View the original press release on ACCESS Newswire

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much oil does Barnwell (BRN) produce in Canada and how does that affect revenue?

Barnwell produces about 950 barrels of oil equivalent per day in Canada, offering direct revenue exposure to oil prices. According to the company, higher commodity prices should translate into meaningfully higher revenue for the Canadian production base versus recent prior periods.

What did Barnwell (BRN) announce on March 19, 2026 about a strategic review?

Barnwell confirmed it is actively evaluating strategic alternatives for its Canadian assets, including potential sale options. According to the company, it has solicited indications of interest and referenced a Form 8-K filed March 13, 2026 to initiate the process.

Does the Barnwell (BRN) update say when a sale of Canadian assets might close?

The update does not provide a definitive timeline or closing date for any sale of assets. According to the company, it is soliciting indications of interest and will evaluate proposals before deciding next steps and any timing for transactions.

How does Barnwell (BRN) describe operational risk for its Canadian production?

Barnwell describes its Canadian production as coming from long-life conventional reserves in a stable jurisdiction with low operational disruption. According to the company, this supports consistent production performance and exposure to strengthening North American energy markets.

What should investors expect next from Barnwell (BRN) after the March 19, 2026 statement?

Investors should expect updates if the strategic review yields material developments or transactions. According to the company, it remains committed to disciplined capital allocation and will provide further information as appropriate when decisions are made.

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