Kolibri is a disciplined, oil-weighted shale compounder trading at a steep discount to independently certified reserves, with self-funded growth, improving governance, and asymmetric upside if execution continues.
Overview
Kolibri Global Energy is a micro-cap, oil-weighted shale producer focused on the southern SCOOP play in Oklahoma. Its production mix has shifted decisively toward higher-margin liquids, with roughly 73% crude oil, 16% NGLs, and 10% natural gas. The company benefits from premium crude quality, reliable trucking and Exxon-linked gas/NGL processing, lean overhead, and strong drilling efficiencies. The investment case rests on self-funded growth and a large disconnect between market valuation and certified reserve value.