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- Chesapeake Energy Inks Marcellus Deal
- The Money: $3.375 billion: $1.25 billion cash upfront; $2.125 billion in drilling costs over 2009-2012. The Position: Chesapeake Energy CHK gives up 32.5% of their Marcellus position (or 600,000 acres of their 1.8 million acre position). The company had been looking to farm out 25% of...
- External links 2008-11-11
- Whiting Petroleum Beats On Production, Ups Guidance
- Pre Call Note Key Points: 3Q09 Production above the upper end of guidance Production guidance raised Biggest IP for a Bakken well in company history (> 4,700 BOEpd) The 3Q Numbers: by Zman
- External links 2009-10-28
- A Well-Oiled Machine: Newfield Exploration Posts Solid Q3 Results
- Newfield Exploration NFX Reports Beats 3Q Street Estimates; Accelerating Rig Activity A few key takeaways from the quarterly release and NFX update before we delve into the quarter: by Zman
- External links 2009-10-22
- Southwestern Energy: Better than Expected Q2 Results
- Nutshell: Much better than expected 2Q results, minor disappointment due to the pipeline constrained guidance reduction but this is one of those "out of their control things" that institutional shareholders will often give managements and stocks a "get out of jail free pass for". Maybe today, maybe it'll take a...
- External links 2009-07-31
- Range Resources Provides Strong 2Q Pre Release Operations Update
- Range Resources RRC Announces 2Q Volumes, Provides Operations Update Volumes: 2Q Production of 434 MMcfepd, beats guidance of 420 to 425 MMcfepd; cites better than expected drilling results Barnett and Marcellus. Sees double digit volume growth in 2009; prior guidance was 10% growth...
- External links 2009-07-16
- Warren Resources Can Afford to Wait for Higher Natural Gas Prices
- The Nutshell: Warren Resources’ WRES primary assets are a) two waterflood units in the Wilmington Field of Southern California - from here the company produces essentially all of its oil and about 60% of its total production and b) two coalbed methane plays in the Powder River and Washakie...
- External links 2009-05-30
- PetroQuest Should Be Able to Survive a Hit to Borrowing Base
- PetroQuest Energy PQ Fast Look: I took some PQ common shares Tuesday at just over a buck as described in the Holdings Watch section below. The following is my quick model with assumptions which I find to be pretty conservative: The main things I think about when looking...
- External links 2009-03-12
- GMX Resources: 4Q08 Pre-Call Notes
- GMXR Reported In Line Result; Promising Haynesville/Bossier Completions Talk about a story that has gotten simpler. Think 25 Haynesville wells in 2009 consuming 98% of the budget and leading to a back end loaded year with 2009 growing 86% over 2008 levels. by Zman
- External links 2009-02-27
- Southwestern Energy: 4Q08 Pre-Call Notes
- SWN Reported "In Line" 4Q08 Results; Provides Further Positive Results In The Fayetteville Shale The 4Q Numbers: Production: 57.6 Bcfe (626 MMcfepd) 44.1 Bcfe (479 MMcfepd) from the Fayetteville ShaleRevenues reported of $500 mm vs $540 mm expected Fayetteville shale price realizations averaged...
- External links 2009-02-27
- Oceaneering International: Good Quarter, Sub - Street Guidance
- Oceaneering International OII Reports Solid 4Q08 Results; Mid Point 2009 Guidance A Touch Below Consensus, As Usual Looks Conservative The 4Q Numbers: In Line Revenues reported of $525.7 million vs $522 mm expectedEPS of $0.93 vs $0.93 expected EPS...
- External links 2009-02-20
- Oceaneering International 4Q08 Pre Call Note: Good Quarter, Sub Street Guidance
- OII Reports Solid 4Q08 Results; Mid Point 2009 Guidance A Touch Below Consensus, As Usual Looks Conservative The 4Q Numbers: In Line Revenues reported of $525.7 million vs $522 mm expectedEPS of $0.93 vs $0.93 expected EPS includes a...
- External links 2009-02-19
- Chesapeake Q4 Pre-Call Notes
- CHK Reports 4Q08 Results; No Change To Volume Guidance Other Than Oil Gas Mix in 2010. The 4Q Numbers: Production: 2.316 Bcfepd, 92% natural gas. This was already announced with reserves and...
- External links 2009-02-18
- Comstock Resources: Good Quarter, Strong Reserve Growth for 2009
- It’s been awhile since I wrote about Comstock (August 2007) and much to my chagrin, other than the occasional mention, the company simply fell off my radar, in favor of other shiny, but more leveraged, baubles. I want to rectify that now. CRK Reports Ho-Hum 4Q08...
- External links 2009-02-11
- PetroQuest: Outlook Not So Shabby
- PetroQuest Energy PQ Provides Guidance, Updates Operations - In a nutshell… outlook not as shabby as I’d expect. 4Q Production: 4Q inches up from a ranged of 97 to 102 MMcfepd to 102 to 103. The company notes December production was 40% higher than January 2008 production.2009 Production...
- External links 2009-01-29
- My Problem with Chesapeake Energy's New Deal
- Chesapeake Energy Corp. CHK Reports Preliminary Production & Reserves; Updates Haynesville Activity & Hedges; Announces $500 Million Senior Note Deal. 4Q08 Production: 2.315 Bcfepd (92% natural gas). Up 2% sequentially and 14% year over year once you get everything on...
- External links 2009-01-28
- Will Natural Gas Continue to Drop?
- A week that was ill-attended even by holiday standards with little volume and less news. While the markets did little before Christmas that wasn’t reversed on Friday there are a couple of interesting data points to take away. 1) Rig Counts Continue To Fall. Not unexpectedly, both gas and...
- External links 2008-12-30
- Petrohawk Beats Top Line, Raises 2010 Guidance
- What I Was Looking For Vs. What I Got: Good chance they beat on 3Q volumes. They traditionally have either come in anywhere from center of guidance range to extremely high to guidance. Haynesville wells have exaggerated this habit. Either way they will be able to say they...
- External links 2009-11-05
Additional Resources
- Chesapeake Energy Pre-Call Notes: Another Quarter, Another Beat
- Chesapeake Energy CHK - July 31, 2008 Close of $50.15 (the stock was actually higher ($50.93) before they announced earnings results) In A Nutshell. Chesapeake reported better than expected top and bottom line results with production exceeding the top end of CHK’s guidance and CFPS exceeding the top...
- External links 2008-08-01
- GMX Resources: Buy the Cash Cow, Get the Sweet Milk Free
- GMX Resources GMXR: No position yet but its on my list of dance partners that will shine when the commodities stabilize. Highly concentrated, gassy play with high leverage to the Haynesville and little if any value in the stock for it. They’d make a nice stocking stuffer for any mid...
- External links 2008-08-14
- Chesapeake Energy: Earnings and Shale Drama
- Davy Bui submits: A quick rundown on Chesapeake's CHK Q2 earnings and then I’ll focus on strategic matters. All results US$ unless otherwise noted: Cash flow from operations increased 30% to $2.8B for the 6 months ended 06/30/2008. That’s probably another record for...
- External links 2008-08-20
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