Another day, another M&A announcement -- what does it mean for ComboCurve users? "As majors continue the consolidation trend and double down on their core acreage, they'll continue to shed anything they deem as "non-core," presenting unique opportunities for smaller players. We will continue to see these smaller players shine as they move more quickly on growing their acreage positions. And as for ComboCurve users, they have the tools they will require when the need to be competitive and stay agile is at an all-time high as M&A is not slowing down," says VP of Customer Experience Allyson Kidwell, PMP, CSM. How are you seeing the effects of M&A's? Weigh in in the comments! https://lnkd.in/gWFD9c9U
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We've recently expanded our well economics dataset to include the Delaware Basin within our Well Data Analytics platform! This expansion provides our clients with comprehensive data, enabling faster and more accurate benchmarking, capital allocation and investment analysis in the basin. Discover breakeven prices and cost structure for drilling wells in the Delaware Basin, providing exclusive insights for precise M&A and A&D asset valuations. Explore how we can supercharge your projects and propel your success by requesting a free Well Data Analytics trial: https://hubs.ly/Q02z0_Zj0. #TGS #WellEconomics #DelawareBasin #DataExpansion #AssetValuation
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Fractional CFO / Director Investor Relations @ Oil and Gas Companies / AFS Capital , Treasury Manager, Finance Manager, Financial Analyst, Banker,, Auditor, Planning & Forecasting, Budgeting, Financial Reporting
Key Insights from Gulfport Energy’s Q2 2024 Earnings Call Financial Performance • Adjusted EBITDA: $164 million. • Adjusted Free Cash Flow: $20 million. • Average Daily Production: 1.05 billion cubic feet equivalent per day. • Production Guidance: Narrowed to 1.055-1.07 billion cubic feet equivalent per day for 2024. • Realized Unit Price: $2.93 per Mcfe, which is 55% above the NYMEX Henry Hub Index price. • Liquidity: $707 million, including a trailing 12-month net leverage below 1x. Operational Highlights • Capital Savings: Achieved through operational efficiencies, forecasting over $25 million in capital savings for the full year. • Drilling Activities: Plans to resume drilling in the SCOOP area in Q4 2024. • Liquids-Rich Activity: Focused on the Utica formation and positive results in the Marcellus. • Operational Records: Achieved a new record on daily frac pumping hours and significant cycle time reductions. Strategic Moves • Share Repurchase Program: Expansion plans reflect confidence in business strategy and commitment to shareholder returns. • Discretionary Acreage Acquisitions: Allocating around $45 million for high-margin, low-breakeven areas, with development expected to start within 1 to 1.5 years. • Downside Protection: Nearly 65% of remaining 2024 natural gas production has downside protection. Market Position • Premium Markets: Firm delivery of 10% to 15% of natural gas to premium markets, tapping into the growing LNG corridor and industrial demand centers. • Transportation Portfolio: Strategic connectivity provides access to diverse and premium markets. Analyst Insights • Market Capitalization: $2.44 billion. • P/E Ratio: 3.29 for the last twelve months as of Q2 2024. • Revenue Growth: Significant decline of 73.81% over the same period, raising concerns about future revenue streams. • Stock Position: Currently in oversold territory according to the RSI, potentially presenting a buying opportunity for contrarian investors. • Profitability: Analysts predict the company will be profitable this year despite an expected net income drop. Q&A Highlights • Allocation of Savings: The $25 million in savings could be allocated towards balance sheet improvements, buybacks, or accelerated activity depending on the macro environment and stock price. • Acreage Acquisitions: Focused on high-margin, low-breakeven areas, with development expected to start within 1 to 1.5 years. • Liquids Pivot: Anticipated reduction in oil percentage in the commodity mix from 92% gas to the high 80s over the next year-and-a-half. • Impact of Mountain Valley Pipeline: No material impact on basis markets so far.
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Does your business need a stronger Integrator? Here are the top signs: - A palpable lack of accountability - Persisting issues that resist resolution - Sluggish decision-making An effective Integrator attacks these symptoms by drilling to the root of challenges, demanding action and follow-through, and facilitating speedy yet thoughtful decisions. Learn more about the role of an Integrator here ➡️ https://bit.ly/3YA7Rrx #BusinessFinance #NewEconomyCPA #AccountingServices #BusinessOwner #FinancialModel #FinancialData #CashForecasting #EOS #EOSData
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Sabre Resources (ASX: $SBR) commences drilling to test gold-bearing sulphide trend https://lnkd.in/gna66wd6
sabre-resources-asx-sbr-commences-drilling-to-test-gold-bearing-sulphide-trend-sbr - Stock Piper
https://stockpiper.ai
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Don’t miss Nabors own Trey Welch as he joins Steven Hayes TOMORROW at 10 a.m. CST to discuss the powerful impacts that Predictive Drilling has made across its first 100 wells! Listen to firsthand feedback from early adopters of this game-changing technology to learn about the most significant lessons and how we plan to continue shaping the future of drilling. Register for the webinar here: https://lnkd.in/gUAcFGye #technology #Nabors #Corva #predictivedrilling
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ICYMI #SantacruzSilver was recently featured on Proactive, where we shared our Q1 results and the company’s future outlook. Read the full article here: https://bit.ly/4aP9PZ1
Santacruz Silver Mining looks forward to higher grades, with enhanced financial flexibility
proactiveinvestors.com
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We've recently expanded our well economics dataset to include the Delaware Basin within our Well Data Analytics platform! This expansion provides our clients with comprehensive data, enabling faster and more accurate benchmarking, capital allocation and investment analysis in the basin. Discover breakeven prices and cost structure for drilling wells in the Delaware Basin, providing exclusive insights for precise M&A and A&D asset valuations. Explore how we can supercharge your projects and propel your success by requesting a free Well Data Analytics trial: https://hubs.ly/Q02z15k10. #TGS #WellEconomics #DelawareBasin #DataExpansion #AssetValuation
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Antero Midstream (NYSE: AM): A Bull Case Theory https://lnkd.in/dGyYDHQw
Antero Midstream (NYSE: AM): A Bull Case Theory
insidermonkey.com
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🔔 Our President and CEO, Kevin Neveu recently joined BNN Bloomberg to discuss our second quarter results! Tune into the full interview with Kevin as he shares insights into the strong Canadian market, increasing shareholder returns, and the logistics of moving our rigs! https://lnkd.in/gkyMf7rh #PrecisionDrilling #Precision #PD #HighPerformanceHighValue #DrillingPerformance #oilandgas #ceo #drilling #interview #OperationalEfficiency #OilandgasNews #IndustryNews #energynews #bnnbloomberg #financialresults #CEOinterview #businessnews #2024outlook #investorrelations
- BNN Bloomberg
bnnbloomberg.ca
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Founder of the Golden Portfolio (GP). Publisher of the GP, GP10X, and GPIV research. Former Stansberry and Gold Stock Analyst.
New video with @LatamStocks. Learn more about how I think about the Golden Portfolio. https://lnkd.in/dbxcnCuP
Precious Metals & Mining Stocks with Garrett Goggin
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