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PRPREKF

PrairieSky Royalty Ltd.

$PREKF·$5.8B·Oil & Gas Exploration & Production·Energy
$24.65+0.6%YTD+24.6%1Y+39.2%
Mentions · last 7 days
2026-07-13: 1 posts2026-07-14: 0 posts2026-07-15: 0 posts2026-07-16: 0 posts2026-07-17: 0 posts2026-07-18: 0 posts2026-07-19: 0 posts10%
Price updated 8m ago·X counts updated 2d ago
PRPREKF
$PREKFPrairieSky Royalty Ltd.
$24.65+0.58%1 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PREKF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-21

The move is getting stronger, with heavier trading behind it.

PrairieSky Royalty +25% YTD as Canadian oil-and-gas royalty compounder — 72% op margin plus Q2 rev +44% YoY into Oct 26.

PrairieSky Royalty is a mid-cap Canadian oil-and-gas royalty holder — royalty interests in Alberta, Saskatchewan, British Columbia, and Manitoba crude and gas production. The stock is +25% YTD (+39% TTM) at 74% of range into Oct 26.

  • Business is genuinely accelerating: Q2 revenue grew 44% YoY to $178M at 78% gross margin and 72% op margin — real royalty acceleration with substantial through-cycle FCF conversion.
  • Multiple elevated: 32x TTM P/E and 14x P/S at 8% ROIC — priced for continued royalty-cycle earnings; consensus 2026 EPS $1.29 implies ~19x forward at $24.51.
  • Cash generation is strong: 4.5% FCF yield with $124M Q2 FCF — real royalty cash conversion supporting the compounder quality anchor.
  • Q4 2025 revenue was down 18% YoY but Q1 turned to +4% then Q2 accelerated to +44% YoY — sequential inflection is the specific tell for the royalty cycle recovering.
  • Extremely thin volume multiplier (0.02x average) reflects the low-turnover royalty-holder characteristic — the equity is genuinely a long-duration compounder with limited active trading.

Oct 26 print with continued royalty-revenue acceleration plus explicit Canadian-oil-gas pricing commentary pulls PREKF toward $30+. What extends the coil is a soft royalty print or continued Canadian-heavy-oil differential widening — the +25% YTD plus 32x TTM P/E requires the print to actually validate continued royalty-cycle execution for continued rerating.

What to watch: Oct 26 Q3 earnings — continued royalty-revenue acceleration plus Canadian-oil-gas pricing commentary pulls PREKF toward $30+; a soft royalty print or continued Canadian-heavy-oil differential widening extends the coil — +25% YTD plus 32x TTM P/E requires royalty-cycle execution validation.

On the calendar: 2026-10-26 — Q3 earnings

Read the AI verdict + X sentiment for $PREKF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Canadian oil and gas royalty company holding interests in ~9.8 million acres across Alberta and Saskatchewan, collecting royalties without operating risk.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $PREKF.

Oil & Gas Exploration & Production · Energy

No material change from last week — an outcome that compresses the upside price optionality that E&Ps have been pricing.

What this means for $PREKF

Neutral — Canadian oil and gas royalty company holding interests in ~9.8 million acres across Alberta and Saskatchewan, collecting royalties without operating risk; limited read-through from oil & gas exploration & production macro dynamics to this specific revenue mix.

Industry benchmark

12-name peer basket
+34.8%YTD
+15.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
61.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
71.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 13, 2026$0.29$0.28+3.7%
Q1 2026Apr 20, 2026$0.17$0.16+9.0%
Q4 2025Feb 9, 2026$0.14$0.12+11.8%
Q3 2025Oct 20, 2025$0.14$0.16-9.1%
Next earningsMon, Oct 26·consensus EPS $0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$178.0M+44.0%78.3%72.0%$0.41$124.1M
Q1 FY26$133.8M+4.4%71.8%57.2%$0.24$75.0M
Q4 FY25$111.7M-17.6%66.0%55.9%$0.19$64.1M
Q3 FY25$115.0M-2.0%67.0%55.4%$0.20$88.7M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$601.0M$590.0M – $610.5M$1.29$1.24 – $1.324
FY27$586.6M$561.7M – $598.8M$1.23$1.18 – $1.264
FY28$602.3M$584.1M – $613.4M$1.45$1.39 – $1.482
FY29$569.5M$552.3M – $579.9M$0.00$0.00 – $0.003
FY30$1.1B$1.1B – $1.1B$1.82$1.75 – $1.863

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 230.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PrairieSky Royalty Q2 Earnings Call Highlightsmarketbeat.com·7d agoPrairieSky Royalty Ltd. (PSK:CA) Q1 2026 Earnings Call Transcriptseekingalpha.com·91d agoPrairieSky Announces Results of the Annual Meeting of Shareholdersglobenewswire.com·92d agoPrairieSky Announces First Quarter 2026 Resultsglobenewswire.com·92d ago

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Voices on X · last 7 days

No standout posts about $PREKF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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