Kolibri Global Energy Inc Stock Price, News & Analysis

Kolibri Global Energy (NASDAQ: KGEI) updated 2025 guidance and operations on October 6, 2025, according to the PR.

The PR states revised 2025 forecasts of average production 4,000–4,400 boepd (+15%–27%), revenue US$61M–$65M (+4%–11%), and Adjusted EBITDA US$46M–$50M (+4%–14%). Assumptions include WTI US$64/bbl (Sep–Dec 2025), Henry Hub US$3.70/MMBtu, and NGL US$26/boe, and existing hedges.

The PR attributes the downward revision to lower oil prices and a drill pipe failure that trapped the drilling assembly at Barnes 6-31-3H, requiring a redrill and delaying four wells now expected to start production in December, shifting material benefit to Q1 2026. The PR forecasts capex US$55M–$58M, net debt US$46M–$48M, and planned $8M–$10M debt paydowns in Q1 2026.

Kolibri Global Energy (NASDAQ: KGEI) has received approval from the Toronto Stock Exchange (TSX) for a normal course issuer bid to repurchase up to 1,768,841 common shares, representing 5% of its total outstanding shares. The buyback program will run from September 23, 2025 to September 22, 2026.

The company will purchase shares through TSX, Nasdaq, and other Canadian trading platforms at prevailing market prices. Daily purchase limits are set at the greater of 1,000 shares or 25% of average daily trading volume. Under its previous buyback program, Kolibri has already purchased 548,293 shares at CAD$7.21 per share.

Share repurchases will be funded through working capital, subject to cash distribution restrictions from its subsidiary Kolibri Energy US Inc. under existing credit facility terms.

Kolibri Global Energy (NASDAQ:KGEI) has announced upcoming investor conference presentations and provided an update on its share repurchase program. The company will present at two virtual investor conferences: the Sidoti September Virtual Investor Conference on September 18, 2025, at 3:15 PM ET, and the Lytham Partners Investor Conference on September 30, 2025, at 12:30 PM ET.

Regarding its Normal Course Issuer Bid (share buyback program), Kolibri has repurchased 267,637 shares in 2025 at an average price of US$6.38 per share. The total program has resulted in 548,293 shares purchased at an average of US$5.27. The company plans to renew the program for another year, pending regulatory approval.

Kolibri Global Energy (NASDAQ: KGEI) has announced a special shareholders' meeting in response to a requisition from TFG Asset Management UK LLP. The meeting, scheduled for November 25, 2025, will consider setting a maximum limit of 37,367,894 authorized common shares.

The company currently has 35,376,833 common shares outstanding on an undiluted basis and 36,864,413 shares on a fully diluted basis. The requisition was submitted through CDS & Co. under section 167 of the Business Corporations Act (British Columbia).

Kolibri Global Energy (NASDAQ:KGEI) provided an operations update for its Tishomingo field in Oklahoma. The company reported strong initial production from its four Lovina wells, with thirty-day average production rates ranging from 428 to 629 BOEPD. Notably, the wells are producing higher oil percentages (93%) compared to previous wells.

The Forguson 17-20-3H well is currently producing approximately 160 BOEPD with 115 BOPD, with only 2.6% of fracture stimulation fluid recovered. Additionally, the company is proceeding with the drilling of two Barnes wells (6-31-2H and 6-31-3H), both planned as 1.5-mile laterals with 100% working interest.

Kolibri Global Energy (NASDAQ:KGEI) reported Q2 2025 results with average production of 3,220 BOEPD, a 3% increase from Q2 2024. Net income was $2.9 million ($0.08/share), down from $4.1 million ($0.11/share) in Q2 2024. Adjusted EBITDA decreased 23% to $7.7 million due to lower average prices.

The company highlighted four new Lovina wells that started production in late July, with 4-day production ranging from 322-643 BOEPD. Additionally, Kolibri plans to bring a total of nine new wells into production in H2 2025, which is expected to significantly increase production and cash flow. The company has also been active in share repurchases, buying back over 207,000 shares at an average price of $6.42/share between April and July 2025.

Operating costs improved to $7.15 per BOE, down 16% year-over-year, while maintaining $34.5 million in available borrowing capacity.

Kolibri Global Energy (NASDAQ: KGEI) provided an operations update for its Tishomingo field in Oklahoma. The company reported strong initial production from four Lovina wells, with the best performer (2H well) averaging 643 BOEPD with 523 BOPD. The wells are showing higher oil percentages compared to previous wells.

Additionally, the Forguson 17-20-3H well has been successfully stimulated and will begin flowback soon. The company is also preparing to drill two new Barnes wells starting August 11, 2025. These developments, particularly the Forguson well testing in the eastern acreage, could potentially add significant value through new development locations and increased cash flow.

Kolibri Global Energy (NASDAQ: KGEI) announced several significant developments. The company's credit facility through its subsidiary has received a 30% increase in borrowing base from $50M to $65M, with current drawdown at $30.5M. Additionally, KGEI is set to join the Russell 2000 Index effective June 27, 2025.

On the operations front, the company is currently completing fracture stimulation of four Lovina wells (100% working interest), expected to begin production in July 2025. The Forguson 17-20-3H well (46% working interest) has been successfully drilled and will undergo fracture stimulation next, testing the economics of the company's 3,000-acre eastern territory which isn't included in the December 2024 reserve report.

Kolibri Global Energy (KGEI) reported strong Q1 2025 financial results, with net income increasing 72% to $5.8 million ($0.16 per share) compared to Q1 2024. Average production grew 23% to 4,077 BOEPD, driven by wells drilled in 2024. Revenue net of royalties reached $16.4 million, up from $14.3 million in Q1 2024. Adjusted EBITDA rose 24% to $12.8 million. Operating costs improved to $7.07 per BOE from $8.36 per BOE. The company has $22.5 million in available borrowing capacity. Four Lovina wells (100% working interest) have been drilled with completion expected in late May, while the Forguson well (46% working interest) is also progressing well, both targeting production start in Q3 2025.