E&P Gas Companies Quarterly Reports

Is it just me or are we entering into a new phase of reporting from gas companies providing drilling activity plans, geological information with graphs & charts or any other information that we landowners need to understand or speculate what might lie ahead for our properties.  Instead, as provided by CNX Gas today, was just a financial report for investors.  Will this become the new norm for these reports?  

cnx-q4-2020-earnings-results-deck.pdf

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Permalink Reply by farmgas on February 8, 2021 at 2:47pm

Check out the Seneca Resources (NFG) 1Q presentation; what an informative resource for what is happening in Central PA!  

Anyone have experience with Seneca Resources?

PowerPoint Presentation (q4cdn.com)

Permalink Reply by farmgas on February 18, 2021 at 11:27am

How is the 4Q report from EQT being received by the GMS nation?  It looks really positive for continued growth in PA, WV & Ohio.

Any thoughts?

PowerPoint Presentation (q4cdn.com)

Permalink Reply by farmgas on April 13, 2021 at 1:10am

1Q reports are coming out at the end of this month; will we learn anything new?  When will we hear about  an uptick in plans to begin E&P operations again?

Permalink Reply by Ralph cramdon on April 14, 2021 at 1:17pm

Reports of big differentials  in sections of the Marcellus ...........Some reports might be a bit wobbly .... AR seems to have a nice potential .......High Liquids prices 1st qtr will be a big benefit .........

Permalink Reply by farmgas on April 14, 2021 at 1:29pm

The Seneca Resources report will be very informative as usual.  Others including CNX will offer little insight into their upcoming plans.  There does seem to be a differential of activity with the NE section of PA and the SW section of PA seeing activity, and the fairway section not seemingly to be seeing any or very little activity.  Seneca Resources seems to be looking strong at Utica development, and getting many new permits in North Central PA.  Is it time to begin feeling more optimistic for new drilling?

Permalink Reply by Ralph cramdon on April 17, 2021 at 10:06am

Its all about pricing and takeaway ......Although PA drilling permits are down year over year , production stayed near historic norms ..... Appalachia drillers keep getting better results with less monetary effort ...... COG hit lows this week .... 

Permalink Reply by Ralph cramdon on April 19, 2021 at 12:52pm

AR should reports a very healthy qtr ... Liquid prices have been at multi year highs 

Permalink Reply by farmgas on May 10, 2021 at 7:07am

How should the quarterly report be interpreted?   Does the format & information offered by these reports reflect on whether the gas company plans to grow, position itself  for a buy-out or remain as a small company?  How do investors view these reports?  

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