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Upturn AI SWOT - About
VOC 
VOC Energy Trust (VOC)
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Upturn Advisory Summary
03/27/2025: VOC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -44.92% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 54.74M USD | Price to earnings Ratio 4.41 | 1Y Target Price 4 |
Price to earnings Ratio 4.41 | 1Y Target Price 4 | ||
Volume (30-day avg) 54412 | Beta 0.93 | 52 Weeks Range 2.85 - 6.31 | Updated Date 03/27/2025 |
52 Weeks Range 2.85 - 6.31 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 14.97% | Basic EPS (TTM) 0.73 |
Earnings Date
Report Date 2025-03-18 | When After Market | Estimate - | Actual 0.18 |
Profitability
Profit Margin 92.37% | Operating Margin (TTM) 89.62% |
Management Effectiveness
Return on Assets (TTM) 65.95% | Return on Equity (TTM) 105.52% |
Valuation
Trailing PE 4.41 | Forward PE - | Enterprise Value 52995323 | Price to Sales(TTM) 3.48 |
Enterprise Value 52995323 | Price to Sales(TTM) 3.48 | ||
Enterprise Value to Revenue 3.89 | Enterprise Value to EBITDA 4.27 | Shares Outstanding 17000000 | Shares Floating 12545660 |
Shares Outstanding 17000000 | Shares Floating 12545660 | ||
Percent Insiders 26.2 | Percent Institutions 5.12 |
Analyst Ratings
Rating - | Target Price 4 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
VOC Energy Trust
Company Overview
History and Background
VOC Energy Trust was formed by VOC Acquisitions I, LLC. It is a Delaware statutory trust that owns net profits interests in the proved oil and natural gas reserves of VOC Acquisitions I, LLC's properties in the states of Texas and Wyoming.
Core Business Areas
- Net Profits Interests: VOC Energy Trust owns net profits interests in oil and natural gas properties. Their revenue is derived from the net profits from the production and sale of oil and natural gas.
Leadership and Structure
VOC Energy Trust operates as a trust. Trustee services are provided by Argent Trust Company. VOC Acquisitions I, LLC manages the underlying assets.
Top Products and Market Share
Key Offerings
- Oil and Natural Gas Net Profits: VOC Energy Trust's primary offering is its net profits interest in oil and natural gas production. Market share data is difficult to define in this specific structure, as it's a net profits interest rather than direct production. Competitors include other royalty trusts and mineral rights owners in the specific basins of operation; though they are difficult to quantify due to the large, fragmented market.
Market Dynamics
Industry Overview
The oil and gas industry is characterized by fluctuating commodity prices, geopolitical factors, and environmental regulations. Royalty trusts like VOC Energy Trust are highly sensitive to oil and gas price volatility and production volumes.
Positioning
VOC Energy Trust is a royalty trust whose success hinges on the performance of the underlying assets managed by VOC Acquisitions I, LLC. The Trust does not actively explore or produce oil and gas but receives a portion of the net profits.
Total Addressable Market (TAM)
The TAM for oil and gas is multi-trillion dollars globally. VOC Energy Trust is a small part of this, dependent on specific production from underlying assets. Given the Trust structure, the TAM is less relevant than the production from the specific properties owned by VOC Acquisitions I, LLC.
Upturn SWOT Analysis
Strengths
- Low operating costs (as a net profits interest holder)
- Direct exposure to oil and gas prices
- Regular cash distributions to unitholders
Weaknesses
- Dependence on VOC Acquisitions I, LLC's operations
- Limited control over production decisions
- Finite life of the trust
- Vulnerability to commodity price fluctuations
Opportunities
- Increased oil and gas production from underlying properties
- Favorable commodity price environment
- Potential acquisitions of additional net profits interests (though less likely at this stage in its lifecycle).
Threats
- Decline in oil and gas prices
- Decreased production from underlying properties
- Increased operating costs for VOC Acquisitions I, LLC
- Adverse regulatory changes affecting the oil and gas industry
- Environmental concerns and regulations
Competitors and Market Share
Key Competitors
- BBEP
- CRT
- SJT
Competitive Landscape
VOC Energy Trust competes with other royalty trusts for investor capital seeking income. Its advantages and disadvantages are tied to the specific properties that it owns.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: VOC Energy Trust's historical growth mirrors the oil and gas production from its underlying assets and commodity prices. As a depleting asset trust, overall growth is limited.
Future Projections: Future projections depend heavily on oil and gas prices and production rates. Analysts' estimates are available, but are highly speculative.
Recent Initiatives: VOC Energy Trust does not engage in active initiatives. VOC Acquisitions I, LLC manages the underlying properties. Any initiatives impacting production are managed by them.
Summary
VOC Energy Trust is a royalty trust that provides investors with exposure to oil and gas production. Its strength lies in its passive income structure and direct link to commodity prices. However, it is vulnerable to price volatility and declining production. Investors should carefully consider these factors before investing. Future returns are closely linked to VOC Acquisitions I, LLC's performance.
Similar Companies
- BBEP
- CRT
- SJT
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news sources
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investing in royalty trusts involves risks, including the risk of loss.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VOC Energy Trust
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2011-05-05 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | |
Full time employees - | |||
VOC Energy Trust acquires and holds a term net profits interest of the net proceeds from production and sale of the interests in oil and natural gas properties in the states of Kansas and Texas. The company has an 80% term net profits interest of the net proceeds on the underlying properties. As of December 31, 2021, its underlying properties had interests in 452.5 net producing wells and 51,147.2 net acres. VOC Energy Trust was incorporated in 2010 and is based in Houston, Texas.
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