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International Petroleum Corporation (IPCO:CA) Analyst/Investor Day Transcript

Seeking Alpha
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International Petroleum Corporation (IPC) held its 2026 Capital Markets Day in London on February 10, unveiling strategic updates and operational highlights amid a challenging financial quarter. CEO William Lundin emphasized IPC’s long-term vision, showcasing a promotional video on energy’s role and the Blackrod project, signaling a focus on high-potential assets despite recent earnings shortfalls. Q4 2025 results revealed a $0.04 EPS loss and $238.86M revenue, a 16% year-over-year decline, missing estimates as operational leaders prepared to detail asset performance and corporate adjustments. Executives outlined a structured agenda: Lundin on strategy, COO Nicki Duncan and Canada VP Chris Hogue on operations, CFO Christophe Nerguararian on finances, and Rebecca Gordon on reserves evaluations. The event concluded with a Q&A, hinting at investor concerns over financial underperformance but framing Blackrod and energy transition initiatives as key to future growth.
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SA Transcripts158.42K FollowersFollow5ShareSaveCommentsQ4: 2026-02-10 Earnings SummaryPlay CallPlay CallTranscriptSlidesEPS of -$0.04 misses by $0.17 | Revenue of $238.86M (-16.04% Y/Y) misses by $2.54M International Petroleum Corporation (IPCO:CA) Analyst/Investor Day February 10, 2026 9:00 AM EST Company Participants William Lundin - CEO, President & DirectorNicki Duncan - Chief Operating OfficerChristopher Hogue - Senior Vice President of CanadaChristophe Nerguararian - Chief Financial OfficerRebecca Gordon - Senior Vice President of Corporate Planning & Investor RelationsCurtis White Conference Call Participants Laique Ahmad Amir Arif - ATB Cormark Capital Markets Inc., Research Division Presentation William LundinCEO, President & Director Okay. So welcome, everybody, to IPC's Capital Markets Day presentation for 2026. I would like to say thanks to everyone joining in person here in London today for the event and those tuning in on the web. We have a lot of material to get through today and an exciting outlook for the company. But before going into the agenda and the materials within the presentation, we'd like to show a little video edit that was recently put together, just demonstrating the importance of energy and what's taking place at Blackrod as well. So a little 5-minute edit we'll put up. [Presentation] William LundinCEO, President & Director Fantastic. Okay. So with that, motivational video that got put forward. I will then now go into the overall presentation. So starting with the agenda here in traditional format, I will begin with the overall introduction as well as the overview and strategy for the company. And I'll pass it to Nicki and Chris, who will go into the operational assets as well as at the corporate level. And then Christophe will touch on the financial overview, specifically for 2026. Following that, Rebecca Gordon will expand on the reserves evaluation for the year. I will conclude with a summary slide and we'll take some Q&A. So jumping right into it, to touch on the 2025 highlights after this slide, majority of

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