Energy Prospectus

Dan, GPOR continues to decline, with most others in the sector. It appears to be hitting a 7 year low. What is the bear case that would support this move, and what part of it do you think the market is being influenced by, to result in this severe degree of price weakness? How, if at all, does consi...

Weekly Natural Gas Storage Report Summary Working gas in storage was 2,973 Bcf as of Friday, July 14, 2017, according to EIA estimates. This represents a net increase of 28 Bcf from the previous week. Stocks were 299 Bcf less than last year at this time and 141 Bcf above the five-year average of 2,8...

Seeking Alpha has a very readable transcript of yesterday's conference call, in which a lot of color was given in prepared remarks about what they have done to "position" themselves coming out of the downturn. If I understood correctly, they believe demand will continue to exceed supply so...

Sanchez Energy Announces First Quarter 2017 Operating Results; Comanche Integration Remains on Schedule as the Company Achieves Record Production HOUSTON, April 26, 2017 (GLOBE NEWSWIRE) -- Sanchez Energy Corporation (NYSE:SN) (“Sanchez Energy” or the “Company”), today announced operating results fo...

Dan,

SN share price continues to be under pressure, having fallen below support at 9, and now 8 (currently 7.81).

Is your "Fair Value Estimate" still 28? Are you aware of any change, positive or negative, in the fundamentals discussed in your March 24 profile?

Thanks.

Scott

Pfd B prospectus excerpt: We may not redeem the Series B Preferred Stock before November 15, 2018, except as described below. On or after November 15, 2018, we may, at our option, redeem the Series B Preferred Stock, in whole or in part, by paying $25.00 per share, plus any accrued and unpaid divide...

From today's PR: Fourth quarter 2016 net production from the Mid-Continent area decreased 4% compared to the fourth quarter of 2015 and was up 1% when compared to the third quarter of 2016. Fourth quarter 2016 Mid-Continent production consisted of approximately 50% oil, 28% natural gas and 22% NGLs....

Thanks for your detailed reply. Much appreciated.
Scott

Dan, Are you hearing anything from any of your analyst contacts about GPOR? Just wondering what they think of this selloff, and whether they share your view that positive drilling results (which I assume could be several months away) in SCOOP will be necessary to positively impact the market's perce...

Dan, Could you (or anyone) please comment on this part of SN's release: COMANCHE HEDGING UPDATE Consistent with its strategy of hedging a high percentage of anticipated production, the Company has hedged approximately 80% of the oil and natural gas volumes from the proved developed producing reserve...