San Juan Basin Royalty Trust Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
No analyst estimates are published for this company.
Coverage varies across the market: larger companies are often followed by dozens of analysts, while smaller or recently listed ones may have none.
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Form 10-Q Filing | 13 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Cumulative Excess Production Costs (Net to Trust) Monthly6.9M
Average Realized Natural Gas Price Monthly1.3Target: Above break-even operating costs
Monthly Gas Production Volume (Mcf) Monthly2.1MTarget: Stable or growing production
Watch Items
- Hilcorp Capital Expenditure PlanTrigger: Exceeding $14.0 million for fiscal year 2026Action: Evaluate impact on the cumulative excess production cost balance and potential delay in distribution resumption.
- Line of Credit Outstanding PrincipalTrigger: Approaching the $2.0 million maximum limitAction: Assess Trust liquidity risk and ability to cover ongoing general and administrative expenses.
- Third-Party Compliance Audit of HilcorpTrigger: Identification of material accounting discrepancies or non-complianceAction: Pursue legal remedies or prior-period adjustments to recover net proceeds due to the Trust.
Research as of 20 Jun 2026