OSEBX1 945,09+0,00 %
EQNR349,90+0,00 %
DNB281,10+0,00 %
MOWI202,20+0,00 %
Brent$101,96+0,68 %
Gold$4 714,50+0,43 %
USD/NOK9,3031+0,03 %
EUR/NOK10,9336+0,07 %
SPX7 365,12+1,46 %
NDX28 599,17+2,08 %
MARKETS CLOSED · LAST TRADE Thu 03:18 UTC
RECO59

Reconnaissance Energy (Africa) Ltd

Oil & Gas Exploration and ProductionVerified
Score breakdown
Sentiment+30Missing signals-3
Quality breakdown
Key fields100Profile38Conclusion96AI synthesis40Observations23

Reconnaissance Energy (Africa) Ltd has a capital structure characterized by a current ratio of 1.84, indicating a relatively strong short-term liquidity position, and a debt-to-equity ratio of 0.0, suggesting no long-term debt obligations [doc:HA-latest]. The company's liquidity position is further supported by a low liquidity risk, as no immediate filing-based liquidity flags were detected [doc:HA-latest]. The company's profitability is currently negative, with a return on equity of -0.076 and a return on assets of -0.0744, which are below the typical performance metrics for the Oil & Gas Exploration and Production industry [doc:HA-latest]. These figures indicate that the company is not generating returns on its equity or assets, which is a concern for investors. Reconnaissance Energy (Africa) Ltd's operations are concentrated in the exploration of the Damara Fold Belt and Kavango Rift Basin, with licenses covering over 32,933 km2 in Namibia and Botswana [doc:HA-latest]. The company's geographic exposure is primarily in these two African countries, which may pose specific regional risks and opportunities. The company's growth trajectory is currently negative, with operating income and net income both in negative territory, at -16,700,380 CAD and -15,811,350 CAD, respectively [doc:HA-latest]. The company's capital expenditure of -34,753,070 CAD indicates ongoing investment in exploration, but the negative free cash flow of -49,762,220 CAD suggests that the company is not generating sufficient cash to fund its operations and investments without external financing. The risk assessment for Reconnaissance Energy (Africa) Ltd indicates a low dilution risk, with no immediate filing-based dilution flags detected [doc:HA-latest]. However, the company's negative operating cash flow of -10,312,250 CAD and the absence of long-term debt may suggest a reliance on equity financing, which could lead to potential dilution in the future if the company requires additional capital. Recent events and filings for Reconnaissance Energy (Africa) Ltd do not indicate any immediate liquidity or dilution issues, but the company's financial performance, as reflected in its negative operating and net income, suggests that it is in a development phase with ongoing exploration activities [doc:HA-latest].

Profile
CompanyReconnaissance Energy (Africa) Ltd
TickerRECO.V
SectorEnergy
BusinessEnergy - Fossil Fuels
Industry groupEnergy - Fossil Fuels
IndustryOil & Gas Exploration and Production
AI analysis

Business. Reconnaissance Energy (Africa) Ltd is a Canada-based oil and gas company engaged in the exploration of the Damara Fold Belt and Kavango Rift Basin in the Kalahari Desert of northeastern Namibia and northwestern Botswana, operating under petroleum exploration licenses in these regions [doc:HA-latest].

Classification. Reconnaissance Energy (Africa) Ltd is classified under the Energy - Fossil Fuels business sector, specifically in the Oil & Gas Exploration and Production industry, with a classification confidence of 0.92 [doc:verified market data].

Reconnaissance Energy (Africa) Ltd has a capital structure characterized by a current ratio of 1.84, indicating a relatively strong short-term liquidity position, and a debt-to-equity ratio of 0.0, suggesting no long-term debt obligations [doc:HA-latest]. The company's liquidity position is further supported by a low liquidity risk, as no immediate filing-based liquidity flags were detected [doc:HA-latest]. The company's profitability is currently negative, with a return on equity of -0.076 and a return on assets of -0.0744, which are below the typical performance metrics for the Oil & Gas Exploration and Production industry [doc:HA-latest]. These figures indicate that the company is not generating returns on its equity or assets, which is a concern for investors. Reconnaissance Energy (Africa) Ltd's operations are concentrated in the exploration of the Damara Fold Belt and Kavango Rift Basin, with licenses covering over 32,933 km2 in Namibia and Botswana [doc:HA-latest]. The company's geographic exposure is primarily in these two African countries, which may pose specific regional risks and opportunities. The company's growth trajectory is currently negative, with operating income and net income both in negative territory, at -16,700,380 CAD and -15,811,350 CAD, respectively [doc:HA-latest]. The company's capital expenditure of -34,753,070 CAD indicates ongoing investment in exploration, but the negative free cash flow of -49,762,220 CAD suggests that the company is not generating sufficient cash to fund its operations and investments without external financing. The risk assessment for Reconnaissance Energy (Africa) Ltd indicates a low dilution risk, with no immediate filing-based dilution flags detected [doc:HA-latest]. However, the company's negative operating cash flow of -10,312,250 CAD and the absence of long-term debt may suggest a reliance on equity financing, which could lead to potential dilution in the future if the company requires additional capital. Recent events and filings for Reconnaissance Energy (Africa) Ltd do not indicate any immediate liquidity or dilution issues, but the company's financial performance, as reflected in its negative operating and net income, suggests that it is in a development phase with ongoing exploration activities [doc:HA-latest].
Key takeaways
  • Reconnaissance Energy (Africa) Ltd is currently operating with a negative return on equity and assets, indicating poor profitability.
  • The company's capital structure is characterized by a strong current ratio and no long-term debt, suggesting a low liquidity risk.
  • The company's operations are concentrated in the exploration of the Damara Fold Belt and Kavango Rift Basin in Namibia and Botswana.
  • The company's growth trajectory is currently negative, with significant negative operating and net income figures.
  • The company has a low dilution risk, with no immediate filing-based dilution flags detected.
  • # RATIONALES
  • {
  • "margin_outlook_rationale": "The company's margin outlook is negative due to its current negative operating and net income figures.",
Financial snapshot
PeriodHA-latest
CurrencyCAD
Revenue
Gross profit
Operating income-$16.7M
Net income-$15.8M
R&D
SG&A
D&A
SBC
Operating cash flow-$10.3M
CapEx-$34.8M
Free cash flow-$49.8M
Total assets$212.6M
Total liabilities$4.7M
Total equity$207.9M
Cash & equivalents
Long-term debt$0.00
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY0
FY-1
FY-2
FY-3
FY-4
PeriodGross %Op %Net %FCF %
FY0
FY-1
FY-2
FY-3
FY-4
PeriodAssetsEquityCashDebt
FY0
FY-1
FY-2
FY-3
FY-4
PeriodOCFCapExFCFSBC
FY0
FY-1
FY-2
FY-3
FY-4
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodGross %Op %Net %FCF %
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodAssetsEquityCashDebt
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodOCFCapExFCFSBC
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book$207.9M
Net cash
Current ratio1.8
Debt/Equity0.0
ROA-7.4%
ROE-7.6%
Cash conversion65.0%
CapEx/Revenue
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskLow
  • No immediate filing-based liquidity or dilution flags were detected.
Industry benchmarks
Activity: Oil & Gas · cohort 184 companies
MetricRECOActivity
Op margin15.4% medp25 -3260.6% · p75 43.2%
Net margin24.1% medp25 -1.6% · p75 41.0%
Gross margin20.0% medp25 5.5% · p75 48.5%
R&D / revenue2.5% medp25 2.5% · p75 2.5%
CapEx / revenue-14.7% medp25 -50.8% · p75 -1.4%
Debt / equity0.0%37.1% medp25 26.9% · p75 69.5%bottom quartile
Observations
IR observations
Mean price target3.05 CAD
Median price target3.05 CAD
High price target4.40 CAD
Low price target1.70 CAD
Mean recommendation2.00 (1=strong buy, 5=strong sell)
Strong-buy count0.00
Buy count2.00
Hold count0.00
Sell count0.00
Strong-sell count0.00
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-04 15:21 UTC#2022e6aa
Source: analysis-pipeline (hybrid)Generated: 2026-05-04 15:22 UTCJob: 54b9858c