Saturday, December 28, 2024

EnerCom’s The Oil & Services Conference™ 13 Primer

toscEnerCom, Inc. is pleased to present its 13th edition of The Oil & Services Conference™ from the Omni Hotel in San Francisco. The two-day affair will feature 34 presentations from E&Ps, OilService providers and industry experts from around the country. The market capitalizations of presenting companies range from $35 million to $4.8 billion.

Consider this piece to be your primer for TOSC 13. Included below is a breakdown on schedules and presentation format, along with the operational locations and segments of every company scheduled to present at the Conference. Conference presentations will begin on Wednesday, February 18, at 7:45am PST, and end around 3:10pm PST on Thursday.

Oil & Gas 360® will be reporting live from the event and will provide feature stories on its homepage at www.oilandgas360.com. The stories will consist of on-site interviews and perspectives shared by industry analysts, along with wrap-ups of company breakout sessions. Recorded feature interviews of executives and analysts will be uploaded following the Conference.

Click here for EnerCom’s The Oil & Services Conference™ 13 home page.

Click here for a full list of company webcasts.

Format:

  • 25-minute presentation, webcast live on The Oil & Services Conference™ 13 site.
  • Breakout sessions for Q&A will immediately follow each presentation.
  • Institutional investors and research analysts can schedule one-on-one meetings with presenting companies by contacting EnerCom prior to TOSC 13.

Lunch Presenters (12:30pm each day)

  • Wednesday, February 18 – Art Hogan, Wunderlich Securities: Chief Market Strategist, more than 25 years of experience in securities.
  • Thursday, February 19 – Tom Petrie, Petrie Partners: Chairman, more than 40 years of experience in the oil and gas financial sector.

Exploration & Production Companies

Alaska

  • Miller Energy Resources (ticker:MILL): Alaska E&P company – North Slope focus.

Bakken/Three Forks

  • Black Ridge Oil & Gas (ticker:ANFC): Non-operated Bakken/Three Forks E&P company.
  • Earthstone Energy (ticker: ESTE): E&P operations in the Eagle Ford and Williston, prospects in the DJ Basin.
  • Lonestar Resources (ticker: LNREF): Eagle Ford E&P with non-producing acreage in the Williston.
  • Samson Oil & Gas Limited (ticker:SSN): Bakken/Three Forks E&P with Niobrara prospects.

Eagle Ford

  • Contango Oil & Gas (ticker: MCF): E&P with primary focus on the Niobrara and shallow Gulf of Mexico. Other assets include the Eagle Ford, Haynesville and Tuscaloosa Marine Shale.
  • Earthstone Energy (ticker: ESTE): E&P operations in the Eagle Ford and Williston, prospects in the DJ Basin.
  • Lonestar Resources (ticker: LNREF): Eagle Ford E&P with non-producing acreage in the Williston.
  • Sanchez Energy Corp. (ticker: SN): Eagle Ford and Tuscaloosa Marine Shale E&P company.

Enhanced Oil Recovery

  • Evolution Petroleum (ticker:EPM): CO2 EOR production company. Pays a dividend.
  • Magellan Petroleum (ticker:MPET): U.S. C02 EOR/Australia/UK E&P company.

Gulf of Mexico/Offshore

  • Contango Oil & Gas (ticker: MCF): E&P with primary focus on the Niobrara and shallow Gulf of Mexico. Other assets include the Eagle Ford, Haynesville and Tuscaloosa Marine Shale.
  • Energy XXI (ticker: EXXI): Largest operator on the Gulf of Mexico shelf.
  • GulfSlope Energy (ticker: GSPE): Exploring offshore Gulf of Mexico with plans for future development.
  • PetroQuest Energy (ticker: PQ): Gulf Coast/Woodford/East Texas E&P company.

Marcellus/Utica

  • Trans Energy (ticker: TENG): Pure play Marcellus E&P company.

Mid-Continent

  • Contango Oil & Gas (ticker: MCF): E&P with primary focus on the Niobrara and shallow Gulf of Mexico. Other assets include the Eagle Ford, Haynesville and Tuscaloosa Marine Shale.
  • Panhandle Oil & Gas (ticker: PHX): Non-operator with interests in the Woodford, Fayetteville and Granite Wash plays in Oklahoma.
  • PetroQuest Energy (ticker: PQ): Gulf Coast/Woodford/East Texas E&P company.
  • Unit Corporation (ticker: UNT): E&P/Driller/Midstream company. Producing assets in the Granite Wash and Marmaton.

Niobrara

  • Contango Oil & Gas (ticker: MCF): E&P with primary focus on the Niobrara and shallow Gulf of Mexico. Other assets include the Eagle Ford, Haynesville and Tuscaloosa Marine Shale.
  • Earthstone Energy (ticker: ESTE): E&P operations in the Eagle Ford and Williston, prospects in the DJ Basin.
  • Nighthawk Energy (ticker: HAWK.L): 100% operator of its properties in the DJ/Niobrara Basin.
  • PEDEVCO Corp., or Pacific Energy Development (ticker: PED): Operator in the DJ-Niobrara Basin.
  • Samson Oil & Gas Limited (ticker: SSN): Bakken/Three Forks E&P with Niobrara prospects.
  • Synergy Resources (ticker: SYRG): Niobrara/DJ Basin E&P company

Tuscaloosa Marine Shale

  • Contango Oil & Gas (ticker: MCF): E&P with primary focus on the Niobrara and shallow Gulf of Mexico. Other assets include the Eagle Ford, Haynesville and Tuscaloosa Marine Shale.
  • Sanchez Energy Corp. (ticker:SN): Eagle Ford and Tuscaloosa Marine Shale E&P company.

Canada

  • Strategic Oil & Gas Ltd. (ticker: SOG:CA): Canadian light-oil E&P company with assets primarily in North Alberta.

International E&Ps

  • Magellan Petroleum (ticker: MPET): U.S. C02 EOR/Australia/UK E&P company.

OilService Companies

Seismic

  • Dawson Geophysical (ticker: DWSN): 2-D, 3-D and multi-component seismic data company.

Drilling/Production/Completion/Reservoir Technology and Services

  • Core Laboratories (ticker: CLB): proprietary and patented reservoir description, production enhancement, and reservoir management services used to optimize petroleum reservoir performance.
  • Flotek Industries (ticker: FTK): OilService completion and production technology company.
  • Fortis Energy Services (private): Growing OFS company with expertise in well completions, workovers and maintenance. Primary focus on the Appalachia and Williston regions.
  • Unit Corporation (ticker: UNT): E&P/Driller/Midstream company. Producing assets in the Granite Wash and Marmaton.

Water and Fluids Management

  • Integrated Environmental Technologies (ticker: IEVM): Well production enhancement and water treatment company.

Featured Speakers

  • Greg Barnett, EnerCom, Inc.: President, focus on corporate valuations. Member of the board of directors of the National Association of Petroleum Investment Analysts (NAPIA)
  • Marshall Adkins, Raymond James & Associates: Managing Director, 30+ oilfield professional with a particular focus on oilfield services and equipment, and global commodity markets.
  • Michael Carey, Credit Agricole CIB: Chief Economist (North America), focus on macroeconomics.
  • David Wishnow, GMP Securities: VP and Senior Analyst on the oilfield services sector.
  • Roger Read, Wells Fargo Securities: Senior Equity Research Analyst, covers integrated oil and independent refining industries, and associated returns.
  • James Constas, EnerCom, Inc.: Managing Director, focus on corporate valuations
  • Mike Smolinksi, Energy Directions: President, commodity price consultant. President of the National Association of Petroleum Investment Analysts (NAPIA).
  • Scott Rees, Netherland, Sewell & Associates: CEO, company ranked as top independent reservoir consulting firm by the Securities and Exchange Commission.

Important disclosures: The information provided herein is believed to be reliable; however, EnerCom, Inc. makes no representation or warranty as to its completeness or accuracy. EnerCom’s conclusions are based upon information gathered from sources deemed to be reliable. This note is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument of any company mentioned in this note. This note was prepared for general circulation and does not provide investment recommendations specific to individual investors. All readers of the note must make their own investment decisions based upon their specific investment objectives and financial situation utilizing their own financial advisors as they deem necessary. Investors should consider a company’s entire financial and operational structure in making any investment decisions. Past performance of any company discussed in this note should not be taken as an indication or guarantee of future results. EnerCom is a multi-disciplined management consulting services firm that regularly intends to seek business, or currently may be undertaking business, with companies covered on Oil & Gas 360®, and thereby seeks to receive compensation from these companies for its services. In addition, EnerCom, or its principals or employees, may have an economic interest in any of these companies. As a result, readers of EnerCom’s Oil & Gas 360® should be aware that the firm may have a conflict of interest that could affect the objectivity of this note. The company or companies covered in this note did not review the note prior to publication. EnerCom, or its principals or employees, may have an economic interest in any of the companies covered in this report or on Oil & Gas 360®. As a result, readers of EnerCom’s reports or Oil & Gas 360® should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.

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