TOGC21

The Complex Portrait of Saudi Arabia

The Complex Portrait of Saudi Arabia

Saudi Arabia feels real danger from Iran

Saudi Arabia and its neighbors in the Persian Gulf play an indisputably important role in global oil and gas markets. Much of the news that comes out about the region fails to capture …

August 17, 2016 - 6:42 pm
Source: Helix Energy

Erin Energy – Day Three Breakout Notes

Erin Energy presents at EnerCom’s The Oil & Gas Conference®

During Erin Energy’s breakout session, management was asked the following questions:

  • Are you having troubles getting your oil to market?
  • How do you envision getting from 7,000 to 20,000 BOEPD?
August 17, 2016 - 6:04 pm
A rig site in North Dakota

Earthstone Energy – Day Three Breakout Notes

Earthstone presents at EnerCom’s The Oil & Gas Conference®

 During Earthstone’s breakout session, management was asked the following questions:

  • Could you talk about your cash flow through the end of the year in light of the capital for the year
August 17, 2016 - 5:47 pm
Shenfeld: The New Normal is Slower Growth, Lower Interest Rates, and Lower Energy Prices

Shenfeld: The New Normal is Slower Growth, Lower Interest Rates, and Lower Energy Prices

Citing a wide array of data sources as well as 80’s pop songs, CIBC Managing Director and Chief Economist Avery Shenfeld made a strong case for a new normal of lower energy prices, slower economic growth, and lower interest rates …

August 17, 2016 - 5:33 pm
Crescent Point Energy – Day Three Breakout Notes

Crescent Point Energy – Day Three Breakout Notes

Crescent Point Energy presents at EnerCom’s The Oil & Gas Conference®

 During Crescent Point Energy’s breakout session, management was asked the following questions:

  • What formations are you targeting in Uinta?
  • Can you touch on the market in Uinta?
  • How many
August 17, 2016 - 4:04 pm
Unit Corporation – Day Three Breakout Notes

Unit Corporation – Day Three Breakout Notes

Unit Corporation presents at EnerCom’s The Oil & Gas Conference®

 During Unit Corporation’s breakout session, management was asked the following questions:

  • Are completions going to follow the rig?
  • How strategic is it to keep 3 segments under the same company?
August 17, 2016 - 3:46 pm
WTD Resources – Day Two Breakout Notes

WTD Resources – Day Two Breakout Notes

WTD Resources presents at EnerCom’s The Oil & Gas Conference®

During WTD’s breakout session, management was asked the following questions:

  • What’s your development plan in Texas?
  • Are you as selective in the rig time you use to drill these
August 17, 2016 - 11:28 am
Dynamic Materials Corporation – Day Two Breakout Notes

Dynamic Materials Corporation – Day Two Breakout Notes

Dynamic Materials presents at EnerCom’s The Oil & Gas Conference®

 During Dynamic Materials’ breakout session, management was asked the following questions:

  • Given the fact that the perforating gun product is preassembled, is there a cost reduction payback?
  • What is the
August 17, 2016 - 11:09 am
Southwestern Energy – Day Two Breakout Notes

Southwestern Energy – Day Two Breakout Notes

Southwestern Energy presented at EnerCom’s The Oil & Gas Conference®

During Southwestern’s breakout session, management was asked the following questions:

  • Given the substantial cuts to capex in the first quarter and large layoffs, how do you get started again
August 17, 2016 - 10:50 am
Panhandle Oil and Gas, Inc. – Day Two Breakout Notes

Panhandle Oil and Gas, Inc. – Day Two Breakout Notes

Panhandle Oil and Gas Inc. presented at EnerCom’s The Oil & Gas Conference®

During Panhandle’s breakout session, management was asked the following questions:

  • What’s the discipline with respect to reduction of debt?
  • What was the maximum you reached on
August 17, 2016 - 10:30 am
Approach Resources Inc. – Day Two Breakout Notes

Approach Resources Inc. – Day Two Breakout Notes

Approach Resources Inc. presents at EnerCom’s The Oil & Gas Conference®

 During Approach Resources’ breakout session, management was asked the following questions:

  •  What types of completions are you doing to drive down costs?
  • What type of sand loadings are you
August 17, 2016 - 10:19 am
EnerCom Denver Conference: Day Two Observations

EnerCom Denver Conference: Day Two Observations

Full Presentations, Breakouts, Optimism Characterize 21st EnerCom Denver Conference

At day two of the 2016 EnerCom conference, presenters and speakers talked to a packed house. Some presentations and breakouts were standing room only.

Some of the themes coming forward on …

August 16, 2016 - 6:50 pm
Alta Mesa Holdings, L.P – Day Two Breakout Notes

Alta Mesa Holdings, L.P – Day Two Breakout Notes

Alta Mesa Holdings presents at EnerCom’s The Oil & Gas Conference®

During Alta Mesa Holdings’ breakout session, management was asked the following questions:

  • What is your overall thought of the acreage acquired?
  • Can you quantify the thickness of the Lincoln
August 16, 2016 - 6:10 pm
SM Energy – Day Two Breakout Notes

SM Energy – Day Two Breakout Notes

SM Energy presents at EnerCom’s The Oil & Gas Conference®

During SM’s breakout sessions, management was asked the following questions:

  • Can you talk about the split of full cycle wells in the Permian?
  • What is your infrastructure plan for the
August 16, 2016 - 6:00 pm
QEP Resources, Inc. – Day Two Breakout Notes

QEP Resources, Inc. – Day Two Breakout Notes

QEP presents at EnerCom’s The Oil & Gas Conference®

 During the QEP breakout session, management was asked the following questions:

  • Where do you think the Permian Basin is in the acquisition and consolidation cycle?
  • How would you characterize the need
August 16, 2016 - 5:43 pm
Anadarko Petroleum  – Day Two Breakout Notes

Anadarko Petroleum – Day Two Breakout Notes

Anadarko presents at EnerCom’s The Oil & Gas Conference®

 During Anadarko’s breakout session, management was asked the following questions:

  • As you roll into next year, how are you thinking about CAPEX and cash flow given the probable lack of divestiture
August 16, 2016 - 5:34 pm
Strategic Oil and Gas– Day Two Breakout Notes

Strategic Oil and Gas– Day Two Breakout Notes

Strategic Oil and Gas presents at EnerCom’s The Oil & Gas Conference®

During Strategic Oil and Gas’ breakout sessions, management was asked the following questions:

  • Are minerals bought or leased in Canada? What are drilling obligations?
  • Do you owns oil
August 16, 2016 - 5:12 pm
TransWorld Technologies – Day Two Breakout Notes

TransWorld Technologies – Day Two Breakout Notes

TransWorld Technologies presents at EnerCom’s The Oil & Gas Conference®

During TransWorld Technology’s breakout session, management was asked the following questions:

  • Does the temperature affect the microrobes?
  • Are shallower depths a good fit with this technology?
  • Is there a magic
August 16, 2016 - 4:48 pm
Painted Pony Petroleum– Day Two Breakout Notes

Painted Pony Petroleum– Day Two Breakout Notes

Painted Pony Petroleum presents at EnerCom’s The Oil & Gas Conference®

During Painted Pony’s breakout sessions, management was asked the following questions:

  • Birchcliff did a big acquisition in the Montney is that something that you would consider?
  • Have you looked
August 16, 2016 - 3:40 pm
Cimarex Energy – Day Two Breakout Notes

Cimarex Energy – Day Two Breakout Notes

Cimarex presents at EnerCom’s The Oil & Gas Conference®

 During Cimarex’s breakout session, management was asked the following questions:

  • In Culberson county, what is the average mix in the upper and lower Wolfcamp? And is there potential for multiple stacked
August 16, 2016 - 3:35 pm
Birchcliff Energy – Day Two Breakout Notes

Birchcliff Energy – Day Two Breakout Notes

Birchcliff Energy presents at EnerCom’s The Oil & Gas Conference®

During Birchcliff’s breakout sessions, management was asked the following questions:

  • Post Gordondale acquisition what price are you expecting in order to fund development from cash flow?
  • Where do you expect
August 16, 2016 - 3:30 pm
Denbury Resources, Inc. – Day Two Breakout Notes

Denbury Resources, Inc. – Day Two Breakout Notes

Denbury Resources presents at EnerCom’s The Oil & Gas Conference®

 During Denbury Resources’ breakout session, management was asked the following questions:

  • What did you mean in your presentation by opportunities to expand your footprint?
  • How do you think technology has
August 16, 2016 - 1:11 pm
Tamarack Valley Energy – Day Two Breakout Notes

Tamarack Valley Energy – Day Two Breakout Notes

Tamarack Valley Energy presents at EnerCom’s The Oil & Gas Conference®

During Tamarack’s breakout sessions, management was asked the following questions:

  • You did a stock offering, was there much dilution and will continue to consider stock options?
  • Who are the
August 16, 2016 - 1:02 pm
Blackbird Energy – Day Two Breakout Notes

Blackbird Energy – Day Two Breakout Notes

Blackbird presents at EnerCom’s The Oil & Gas Conference®

 During Blackbird’s breakout session, management was asked the following questions:

  • Can you go over the differences between your sliding sleeve technology and normal sliding sleeves?
  • Is there a dissolvable component in
August 16, 2016 - 12:51 pm
GeoPark Ltd. – Day Two Breakout Notes

GeoPark Ltd. – Day Two Breakout Notes

GeoPark presents at EnerCom’s The Oil & Gas Conference®

 During GeoPark’s breakout session, management was asked the following questions:

  • What is the expectation for Brazil to open up their onshore assets?
  • Have core samples been extracted from your Llanos 34
August 16, 2016 - 12:39 pm
National Fuel Gas Company – Day Two Breakout Notes

National Fuel Gas Company – Day Two Breakout Notes

National Fuel Gas Company presents at EnerCom’s The Oil & Gas Conference®

 During National Fuel Gas Company’s breakout session, management was asked the following questions:

  • Could you please talk about California at a high level? It seems public companies avoid
August 16, 2016 - 12:23 pm
Petro River Oil Corporation – Day One Breakout Notes

Petro River Oil Corporation – Day One Breakout Notes

Petro River Oil presents at EnerCom’s The Oil & Gas Conference®

 During Petro River Oil’s breakout session, management was asked the following questions:

  • Do you envision being a company giving a steady dividend?
  • I think you have an $18 million
August 16, 2016 - 12:14 pm
Gastar Exploration – Day One Breakout Notes

Gastar Exploration – Day One Breakout Notes

Gastar presents at EnerCom’s The Oil & Gas Conference®

 During Gastar’s breakout session, management was asked the following questions:

  • Is there an extended cleanup period with an Oswego well as opposed to a Meramec well?
  • What is the average IP
August 16, 2016 - 9:43 am
Penn West Petroleum – Day One Breakout Notes

Penn West Petroleum – Day One Breakout Notes

Penn West presents at EnerCom’s The Oil & Gas Conference®

 During Penn West’s breakout session, management was asked the following questions:

  • Do the costs generally come down to LOE?
  • With your cleaned up balance sheets, what properties do you have
August 16, 2016 - 9:17 am
International Frontier Resources – Day One Breakout Notes

International Frontier Resources – Day One Breakout Notes

International Frontier Resources presents at EnerCom’s The Oil & Gas Conference®

During IFR’s breakout sessions, management was asked the following questions:

  • How are you going to get production out?
  • Did you look at anything in Burbos basin (Eagle Ford Extension)?
August 15, 2016 - 7:40 pm