PHX Minerals Inc Strategic Asset Allocation Index

Latest as of September 2023: 126.5%

PHX Minerals Inc strategic asset allocation index. PHX Minerals Inc (PHX) has a Strategic Asset Allocation Index of 126.5% as of September 2023. Strategic assets (PP&E of $153.88 Million plus long-term investments of $-) total $153.88 Million, measured against net assets of $121.66 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PHX Minerals Inc balance sheet independence to measure how much of total assets are equity-financed.

SAAI

126.5%
Strategic Assets / Net Assets

Strategic Assets

$153.88 Million
PP&E + LT Investments

PP&E

$153.88 Million
USD

Net Assets

$121.66 Million
USD

Strategic Asset Allocation Index of PHX Minerals Inc (2019–2021)

Strategic asset allocation index of PHX Minerals Inc from 2019 to 2021. This chart shows how PHX Minerals Inc's Strategic Asset Allocation Index has evolved across 3 annual periods from 2019 to 2021. As of September 2023, the index stands at 126.5%, representing strategic assets of $153.88 Million against net assets of $121.66 Million USD. Check PHX Minerals Inc tangible net worth ratio to evaluate the tangible quality of the company's equity base.

PHX Minerals Inc Strategic Asset Allocation Index by Year (2019–2021)

PHX Minerals Inc strategic asset allocation index by year from 2019 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for PHX Minerals Inc from 2019 to 2021, covering 3 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of PHX Minerals Inc.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2021 0.0% $308.00 $- $308.00 $78.71 Million ▼ -0.1 pp
2020 0.1% $79.31K $- $79.31K $62.99 Million ▼ -0.1 pp
2019 0.3% $205.08K $- $205.08K $79.31 Million —
pp = percentage points