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RAWenergy @WAR527 on x 9342 followers
Created: 2025-07-23 14:42:14 UTC
$MTDR Ah, the ‘War & Peace’ of E&P disclosures. IYKYK. But transparency is a good thing, I have heard
Very little of issue in their report. The slight, gradual decline in results is evident in both q-o-q and y-o-y results. But not unexpected given the current pricing environment. Plans are for slight production increase this year.
$XXX B in SEC value and $XX B in BFIT FNR at YE XX vs. $XXX B in capitalized costs means no impairments even as a FC co. Nice to see, but debt rose in 2024 for acquisitions. Helps “accretion” but evaluation needs to incorporate debt-adjusted returns.
San Mateo midstream continues to build/grow.
Locations (5k gross, 1k net) need to be monitored; inventory will matter greatly some day, but just not today. Excellent slides in presentation.
Presentation:
XXXXX engagements
Related Topics cos sec iykyk $mtdr matador resources co stocks energy $eqt $rrc