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![WAR527 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1264236569273212932.png) RAWenergy [@WAR527](/creator/twitter/WAR527) on x 9340 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948030903839592590/c:line.svg)

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