PERPETUAL ENERGY INC. REPORTS YEAR-END 2023 FINANCIAL AND OPERATING RESULTS, Q1 2024 OUTLOOK AND RESERVES

Original announcement by tmx on

Company
Perpetual Energy Inc.
Ticker
PMT
Exchange
TSX
Region
Alberta, Canada
Primary commodity
Natural gas
Secondary commodities
Oil, Ngl
Document categories
Resource update, Production, Other
Extracted
2026-09-14 19:11:42 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Perpetual Energy Inc. reported its year-end 2023 financial and operating results, including a significant decrease in proved plus probable reserves to 26.0 MMboe, down from 31.6 MMboe in 2022. The net present value of these reserves also declined to $178.6 million from $302.0 million. This reduction was primarily attributed to the Mannville Disposition and lower price forecasts, alongside a decrease in the proportion of crude oil and NGL within the total reserves.

Reasoning: Perpetual Energy Inc. reported a significant decrease in its year-end 2023 proved plus probable reserves, NPV, and NAV compared to 2022, primarily due to the Mannville Disposition and lower price forecasts. Annual production also saw declines in natural gas and heavy crude oil.

Negative factors

  • Significant decrease in total proved plus probable reserves
  • Substantial decline in net present value (NPV) and net asset value (NAV) of reserves
  • Decrease in the proportion of crude oil and NGL within total reserves
  • Overall decline in annual production rates for natural gas and heavy crude oil

Low confidence — this extraction should be reviewed alongside the original source.

Facts used in scoring: 9

Classification and evidence

Contained Metal Declinenegative

Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain.

Why it applies: Total proved plus probable reserves decreased from 31.6 MMboe in 2022 to 26.0 MMboe in 2023.

Evidence · text

“Perpetual's proved plus probable reserves at year-end 2023 were 26.0 MMboe (2022 – 31.6 MMboe)”

Category Downgradenegative

Resource confidence decreased — Measured downgraded to Indicated, or Indicated to Inferred. Unusual and concerning.

Why it applies: The proportion of proved reserves within the total proved plus probable reserves decreased from 67% in 2022 to 61% in 2023.

Evidence · text

“Total proved reserves were 15.9 MMboe at year-end 2023, representing 61% of the Company's proved plus probable reserves (2022 – 67%)”

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: The reserve data provided in this news release presents only a portion of the disclosure required under NI 51-101.

Evidence · text

“The reserve data provided in this news release presents only a portion of the disclosure required under NI 51-101.”

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: The year-end 2023 reserves were reported by the independent engineering firm McDaniel and Associates Consultants Ltd.

Evidence · text

“reserves as reported by the independent engineering firm McDaniel and Associates Consultants Ltd.”

Tonnage Declinenegative

Resource tonnage decreased vs prior estimate — pit optimization removed marginal material or geological model revised down.

Why it applies: Total proved plus probable reserves decreased from 31.6 MMboe in 2022 to 26.0 MMboe in 2023.

Evidence · text

“Perpetual's proved plus probable reserves at year-end 2023 were 26.0 MMboe (2022 – 31.6 MMboe)”

Extracted facts

Stored fact records: 9. Some facts used in scoring do not have a stored record.

Resource Estimates (9)

Fact 1hydrocarbonsContained Metal: 26Contained Unit: mmboeView all details
Link to this fact

Identity

Commodity
hydrocarbons
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Resource scope

Estimate type
resource
Effective date
2023-12-31T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
McDaniel and Associates Consultants Ltd.

Resource Data

Contained Metal
26
Contained Unit
mmboe

Prior Estimate

Resource Date
2023-12-31
Prior Contained Metal
31.6

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Total proved plus probable reserves decreased significantly from 31.6 MMboe in 2022 to 26.0 MMboe in 2023, representing a material decline.

Negative factors

  • Significant decrease in total proved plus probable reserves compared to prior year

Evidence · text

“Perpetual's proved plus probable reserves at year-end 2023 were 26.0 MMboe”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Contained Metal Declinenegative

Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain.

Why it applies: 26 against 31.6 previously

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

provenhydrocarbonsContained Metal: 15.9Contained Unit: mmboeView all details
Link to this fact

Identity

Commodity
hydrocarbons
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Resource scope

Estimate type
resource
Effective date
2023-12-31T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
McDaniel and Associates Consultants Ltd.
Resource group id
resource:5942f8ee976224239c14

Resource Data

Category
proven
Contained Metal
15.9
Contained Unit
mmboe

Prior Estimate

Resource Date
2023-12-31
Prior Contained Metal
21.172

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Total proved reserves decreased from 21.172 MMboe in 2022 to 15.9 MMboe in 2023, and their proportion of total P+P reserves also declined from 67% to 61%.

Negative factors

  • Proved reserves decreased compared to prior year
  • Proved reserves as a percentage of Proved plus Probable decreased

Evidence · text

“Total proved reserves were 15.9 MMboe at year-end 2023, representing 61% of the Company's proved plus probable reserves (2022 – 67%)”

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Contained Metal Declinenegative

Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain.

Why it applies: 15.9 against 21.172 previously

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

probablehydrocarbonsContained Metal: 10.1Contained Unit: mmboeView all details
Link to this fact

Identity

Commodity
hydrocarbons
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Resource scope

Estimate type
resource
Effective date
2023-12-31T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
McDaniel and Associates Consultants Ltd.
Resource group id
resource:7aa126acdc750426cc91

Resource Data

Category
probable
Contained Metal
10.1
Contained Unit
mmboe

Prior Estimate

Resource Date
2023-12-31
Prior Contained Metal
10.428

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Probable reserves decreased slightly from 10.428 MMboe in 2022 to 10.1 MMboe in 2023.

Negative factors

  • Probable reserves saw a slight decrease compared to prior year

Evidence · text

“Total proved reserves were 15.9 MMboe at year-end 2023, representing 61% of the Company's proved plus probable reserves (2022 – 67%)”

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Contained Metal Declinenegative

Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain.

Why it applies: 10.1 against 10.428 previously

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

Fact 4crude oil and nglContained Metal: 2.34Contained Unit: mmboeView all details
Link to this fact

Identity

Commodity
crude oil and ngl
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Resource scope

Estimate type
resource
Effective date
2023-12-31T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
McDaniel and Associates Consultants Ltd.

Resource Data

Contained Metal
2.34
Contained Unit
mmboe

Prior Estimate

Resource Date
2023-12-31
Prior Contained Metal
6.32

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Crude oil and NGL reserves within the proved plus probable category decreased significantly from 6.32 MMboe in 2022 to 2.34 MMboe in 2023, and their proportion of total reserves declined from 20% to 9%.

Negative factors

  • Significant decrease in crude oil and NGL reserves
  • Proportion of crude oil and NGL in total reserves decreased from 20% to 9%

Evidence · text

“comprised of 9% crude oil and NGL (2022 – 31.6 MMboe; 20% crude oil and NGL)”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Contained Metal Declinenegative

Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain.

Why it applies: 2.34 against 6.32 previously

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

Fact 5natural gasContained Metal: 23.66Contained Unit: mmboeView all details
Link to this fact

Identity

Commodity
natural gas
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Resource scope

Estimate type
resource
Effective date
2023-12-31T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
McDaniel and Associates Consultants Ltd.

Resource Data

Contained Metal
23.66
Contained Unit
mmboe

Prior Estimate

Resource Date
2023-12-31
Prior Contained Metal
25.28

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Natural gas reserves within the proved plus probable category decreased from 25.28 MMboe in 2022 to 23.66 MMboe in 2023.

Negative factors

  • Natural gas reserves saw a decrease compared to prior year

Evidence · text

“comprised of 9% crude oil and NGL (2022 – 31.6 MMboe; 20% crude oil and NGL)”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Contained Metal Declinenegative

Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain.

Why it applies: 23.66 against 25.28 previously

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

Fact 6natural gasView all details
Link to this fact

Identity

Commodity
natural gas
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Annual average natural gas production decreased from 31.0 MMcf/d in 2022 to 30.2 MMcf/d in 2023.

Negative factors

  • Natural gas production decreased year-over-year

Evidence · table

“30.2”

Context: Conventional natural gas ( MMcf/d )

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

Fact 7oilView all details
Link to this fact

Identity

Commodity
oil
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Annual average heavy crude oil production decreased from 898 bbl/d in 2022 to 853 bbl/d in 2023.

Negative factors

  • Heavy crude oil production decreased year-over-year

Evidence · table

“853”

Context: Heavy crude oil ( bbl/d )

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

Fact 8nglView all details
Link to this fact

Identity

Commodity
ngl
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Annual average NGL production increased from 416 bbl/d in 2022 to 495 bbl/d in 2023.

Positive factors

  • NGL production increased year-over-year

Evidence · table

“495”

Context: NGL ( bbl/d )

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

Fact 9hydrocarbonsView all details
Link to this fact

Identity

Commodity
hydrocarbons
Region
canada_ab
Reported Region
Alberta, Canada
Ticker
PMT

Review

Needs Review
No
Historical
No

Dates

Event date
2024-03-26T00:00:00.000Z

Reasoning: Annual average total production decreased from 6,486 boe/d in 2022 to 6,375 boe/d in 2023.

Negative factors

  • Total production decreased year-over-year

Evidence · table

“6,375”

Context: Total (boe/d)

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.