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Riley Exploration Permian (REPX) Q2 Results - Aug 7

Posted: Wed Aug 07, 2024 6:42 pm
by dan_s
SECOND QUARTER 2024 HIGHLIGHTS < Slightly better than my Q2 forecast.

Averaged 21.3 MBoe/d of total equivalent production (oil production of 14.7 MBbls/d)

Generated $51.6 million of operating cash flow or $57.6 million before changes in working capital(1)

Incurred total accrual (activity-based) capital expenditures before acquisitions of $21.4 million and cash capital expenditures before acquisitions of $19.3 million

Generated Free Cash Flow(1) of $38.3 million

Paid dividends of $0.36 per share in the second quarter for a total of $7.5 million

Reduced debt outstanding by $20.0 million

Raised $25.4 million in net proceeds from an equity offering

Closed acquisition that added approximately 13,900 contiguous net acres to our New Mexico position

Signed agreements to expand the scope of our power joint venture RPC Power, LLC ("RPC Power") and increased our ownership position from 35% to 50%

MANAGEMENT COMMENTARY

"We continue to execute our annual plan with overall positive results," said Bobby D. Riley, Chief Executive Officer and Chairman of the Board. "It's early in the year to report on medium-term to longer-term well results, but thus far we are generally seeing outperformance on 2024 legacy well production results relative to our internal forecasts. We continue to experience favorable efficiencies and cost savings on our drilling and completion activity. Well cost savings represent our largest driver of free cash flow improvement this year. The team has also done a great job in smoothing development activity and spend, one of our core objectives coming into the year."

Re: Riley Exploration Permian (REPX) Q2 Results - Aug 7

Posted: Thu Aug 08, 2024 1:27 pm
by marc.wolin@yahoo.com
REPX 2nd QTR Update

Did they comment on how their CO2 flood is doing?

Re: Riley Exploration Permian (REPX) Q2 Results - Aug 7

Posted: Thu Aug 08, 2024 3:01 pm
by dan_s
I will take a hard look at Riley this weekend. Today I am up to my neck in Sweet 16 Q2 reports and fresh guidance.

Riley's CO2 pilot project is small, and I think they are more focused on their new core area in Eddy County, NM.
CO2 floods in the Permian's San Andres zone are some of the best tertiary recovery projects in the world.