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GPOR utica update

Posted: Tue Sep 17, 2013 8:42 am
by setliff
Gulfport Energy Corporation Reports Utica Shale Results 09/17 06:00 AM

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OKLAHOMA CITY, Sept. 17, 2013 (GLOBE NEWSWIRE) -- Gulfport Energy Corporation (GPOR:$62.1995,$-0.4805,-0.77%) today announced production results on its Wagner 3-28H, Clay 3-4H, and Lyon 3-27H wells in the Utica Shale.

Utica Shale

Gulfport's Wagner 3-28H well was recently placed on production in the Utica Shale. The Wagner 3-28H produced at an average seven-day sales rate of 9.7 million cubic feet ("MMCF") per day of natural gas, 214 barrels of condensate per day and 1,067 barrels of natural gas liquids ("NGLs") per day assuming full ethane recovery and a natural gas shrink of 18%, or 2,607 barrels of oil equivalent ("BOE") per day.
Gulfport's Clay 3-4H well was recently placed on production in the Utica Shale. The Clay 3-4H produced at an average seven-day sales rate of 2.5 MMCF per day of natural gas, 392 barrels of condensate per day and 323 barrels of NGLs per day assuming full ethane recovery and a natural gas shrink of 27%, or 1,019 BOE per day.
Gulfport's Lyon 3-27H well was recently placed on production in the Utica Shale. The Lyon 3-27H produced at an average seven-day sales rate of 2.0 MMCF per day of natural gas, 477 barrels of condensate per day and 274 barrels of NGLs per day assuming full ethane recovery and a natural gas shrink of 21%, or 1,014 BOE per day.
Gulfport recently began flowing into sales pipelines its Wagner 3-28H, Clay 3-4H and Lyon 3-27H wells in the Utica Shale. The Wagner 3-28H was drilled to a true vertical depth of 8,535 feet with a 6,867 foot horizontal lateral. The well's completion design included a slickwater frac with minimal use of linear gels. Following the well's completion with no resting period, the well was placed on production at an average gross seven-day sales rate of 9.7 MMCF of natural gas per day and 214 barrels of condensate per day. Based upon composition analysis, the gas being produced is 1,214 BTU gas. Assuming full ethane recovery, the composition above is expected to produce an additional 110 barrels of NGLs per MMCF of natural gas and result in a natural gas shrink of 18%. In ethane rejection mode, the composition is expected to yield 41 barrels of NGLs per MMCF of natural gas and result in a natural gas shrink of 8%.

The Clay 3-4H was drilled to a true vertical depth of 7,932 feet with a 6,715 foot horizontal lateral. The well's completion design included a slickwater frac with minimal use of linear gels. Following the well's completion with no resting period, the well was placed on production at an average gross seven-day sales rate of 2.5 MMCF of natural gas per day and 392 barrels of condensate per day. Based upon composition analysis, the gas being produced is 1,258 BTU gas. Assuming full ethane recovery, the composition above is expected to produce an additional 129 barrels of NGLs per MMCF of natural gas and result in a natural gas shrink of 27%. In ethane rejection mode, the composition is expected to yield 55 barrels of NGLs per MMCF of natural gas and result in a natural gas shrink of 14%.

The Lyon 3-27H was drilled to a true vertical depth of 7,459 feet with a 7,004 foot horizontal lateral. The well's completion design included a linear gel frac with no use of crosslink gels. Following the well's completion with no resting period, the well was placed on production at an average gross seven-day sales rate of 2.0 MMCF of natural gas per day and 477 barrels of condensate per day. Based upon composition analysis, the gas being produced is 1,271 BTU gas. Assuming full ethane recovery, the composition above is expected to produce an additional 137 barrels of NGLs per MMCF of natural gas and result in a natural gas shrink of 21%. In ethane rejection mode, the composition is expected to yield 61 barrels of NGLs per MMCF of natural gas and result in a natural gas shrink of 8%.

Re: GPOR utica update

Posted: Tue Sep 17, 2013 10:49 am
by dan_s
GPOR should be completing high rate horizontal wells in bunches through year-end. Midstream companies are getting it together up there.

Re: GPOR utica update

Posted: Tue Sep 24, 2013 9:14 am
by setliff
Gulfport Energy initiated with a Buy at Goldman
Theflyonthewall.com – 3 hours ago

Target $79.

Re: GPOR utica update

Posted: Tue Sep 24, 2013 9:25 am
by dan_s
That is higher than my Fair Value Estimate, but GPOR definitely deserves a higher multiple than the peer group. I heard they were very impressive at a recent Utica Shale conference somewhere.

Re: GPOR utica update

Posted: Thu Sep 26, 2013 8:10 am
by setliff
Analyst Actions: Gulfport Energy Initiated With Outperform at Northland, PT at $74; Shares Flat Early 09/26 06:15 AM

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07:15 AM EDT, 09/26/2013 (MT Newswires) -- Analysts at Northland Capital Partners have initiated coverage of Gulfport Energy Corporation (GPOR:$62.752,0$-0.138,0-0.22%) with an Outperform rating.

The price target on the stock was set at $74 a share.

In the pre-market session, shares of GPOR are steady at $62.75, within a 52-week range of $28.52 - $64.73.

Re: GPOR utica update

Posted: Tue Oct 01, 2013 8:37 am
by setliff
GPOR has gapped up on the open. if this holds at the close today, it will be the breakout from a flag formation with a nearterm target of the mid seventies. technicals and most analyst are in agreement.

volume is very heavy at this time. a caveat is that gpor has a history of early day spurts that fade. time will tell.

jim

Re: GPOR utica update

Posted: Wed Oct 02, 2013 8:10 am
by setliff
COVERAGE REITERATED: Gulfport Energy (GPOR) reiterated by Wunderlich. Reiterated rating Buy. PT raised from 75>85
10/02 04:50 AM

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Re: GPOR utica update

Posted: Wed Oct 02, 2013 11:29 am
by dan_s
Great! Always good to see that other analysts see the potential in our picks.

Re: GPOR utica update

Posted: Mon Oct 07, 2013 7:55 pm
by cviller
Dan,
Any reaction to the Seeking Alpha hit job on GPOR? Thanks.

Re: GPOR utica update

Posted: Tue Oct 08, 2013 9:44 am
by dan_s
For those who missed it: http://seekingalpha.com/article/1733062 ... e_readmore

GPOR is very close to my Fair Value Estimate. It is usually a good idea to take your profits when that happens. I am going over my forecast model now and will post more later.

Re: GPOR utica update

Posted: Tue Oct 08, 2013 10:13 am
by dan_s
Gulfport Energy Corp. (GPOR): An updated Net Income & Cash Flow Forecast model has been posted under the Sweet 16 Tab. Click on the Gulfport logo.

My Fair Value Estimate is $67/share. I cannot justify raising it until I see their Q3 results.