Friday, June 6, 2025

Whiting Petroleum – Day One Breakout Notes

Whiting Petroleum presents at EnerCom’s The Oil & Gas Conference® During Whiting’s breakout sessions, management was asked the following questions: For a well with high cumulative production in the first 90 days what is the average sand loading? Change in sand loading? How long does it take for changing sand loads to make their way into financial results? How much

Oil Prices

Sundance Energy Australia Ltd. – Day One Breakout Notes

Sundance Energy Australia Ltd. presents at EnerCom’s The Oil & Gas Conference®  During Sundance Energy Australia Ltd.’s breakout session, management was asked the following questions: Are all of the 79 wells in McMullen County candidates for refrac? What is the cost of the refrac? Is Schulmberger doing this for anyone else: covering the cost of frac, then getting repaid from

Sanchez Energy Corporation – Day One Breakout Notes

Sanchez presents at EnerCom’s The Oil & Gas Conference®  During Sanchez’s breakout session, management was asked the following questions: Can you talk about drilling plans for next year in Catarina? How do see asset dropdowns proceeding going forward? Do you feel good about SPP being able to finance asset dropdowns? As you have added drilling locations, how should we model

Core Laboratories – Day One Breakout Notes

Core Laboratories presents at EnerCom’s The Oil & Gas Conference®  During the Core Laboratories breakout session, management was asked the following questions: Can you talk about what you see in world supply and demand curves? Specifically how do you see the balance of the demand? World production hovers around the low to mid 90’s you use 85, why? Is miscible

Range Resources – Day One Breakout Notes

Range Resources presents at EnerCom’s The Oil & Gas Conference® During Range Resources’ breakout session, management was asked the following questions: What kind of growth do you expect with the new takeaway capacity? How are you going to reinvest the extra cash flow that you are predicting? Which of the new fields in the Terryville acquisition are you most excited

Cabot Oil & Gas – Day One Breakout Notes

Cabot presents at EnerCom’s The Oil & Gas Conference®  During Cabot’s breakout session, management was asked the following questions: Where are you in terms of held by production in the Eagle Ford in the next 3-5 years and would you consider divesting and investing in the Marcellus instead? What should we model for Eagle Ford in terms of EUR, oil

Resolute Energy Corporation – Day One Breakout Notes

Resolute Energy presents at EnerCom’s The Oil & Gas Conference®  During Resolute Energy’s breakout session, management was asked the following questions:  With the sale of the midstream assets, what is that going to do to your LOE’s out of the Permian? What should we model for your LOE’s or operating costs out of the Permian?  How do you think about

Mid-Con Energy Partners – Day One Breakout Notes

Mid-Con Energy Partners presents at EnerCom’s The Oil & Gas Conference®  During Mid-Con Energy Partners’ breakout session, management was asked the following questions:  How do you balance debt reduction with your distribution on common units?  Is there some sort of formula to structure wells based on LOE?  What is your overall company decline rate? What are you seeing with regard

Oil is Up at the Start of EnerCom’s The Oil & Gas Conference® 21

It’s a beautiful morning in Denver, Colorado as leading members of the industry gather for North America’s largest oil and gas conference. Now in its 21st year, EnerCom’s The Oil & Gas Conference® will feature public and private company presenters with enterprise values ranging from $9 million to $150 billion, and host more than 2,000 attendees. WTI and Brent crude

What to Expect from EnerCom’s The Oil & Gas Conference® 21

It is mid-August in Denver.  If you fly in from Dallas, where today it’s 104 degrees with a chance of rain,  you can expect to feel pretty good if you’re coming to EnerCom, where it’s 81 degrees and blue skies all over downtown Denver. Mid-August means analysts, investors and energy industry professionals will gather in Denver, Colorado, for EnerCom’s The

EnerCom Conference Presenter Focus: Advantage Oil & Gas

Advantage is expanding gas plant capacity to handle Glacier field production Calgary-based Advantage Oil and Gas Limited (ticker: AAV) is an oil and gas development company focused on the Montney resource play in Northern Alberta. The company’s shares are traded on both the TSX and NYSE. Advantage operates 169 wells and holds a 100% working interest in an associated gas

EnerCom Conference Presenter Focus: International Frontier Resources

International Frontier Resources explores Mexico’s untapped potential Mexico’s oil and gas potential has been overshadowed in recent years by the tremendous success in the United States and Canada—the rest of North America. But Calgary-based International Frontier Resources (ticker: IFR) plans to help start the trend of new success stories south of the U.S. border. International Frontier Resources is among the