Earnings Call Summary | Granite Ridge Resources(GRNT.US) Q2 2024 Earnings Conference
Earnings Call Summary | Granite Ridge Resources(GRNT.US) Q2 2024 Earnings Conference
The following is a summary of the Granite Ridge Resources, Inc. (GRNT) Q2 2024 Earnings Call Transcript:
以下是Granite Ridge Resources, Inc.(GRNT) 2024年Q2業績會議要點摘要:
Financial Performance:
金融業績:
Granite Ridge reported a 7% increase in average daily total production to 23,100 BOE per day.
Adjusted EBITDA was $68.3 million and adjusted EPS was $0.13 per diluted share for the second quarter.
Increased 2024 oil production mix guidance to 48%, with an exit around 50%. Adjusted guidance for year-end production to reflect more oil production.
Raised acquisition CapEx guidance from $35 million to $60 million and development CapEx by $60 million to between $355 million and $365 million.
Granite Ridge報告平均每日總產量增長7%,達到23,100桶油當量/天。
第二季度調整後的EBITDA爲6830萬美元,調整後的每股收益爲0.13美元(每股攤薄)。
將2024年石油產量組合指引提高至48%,預計退出時爲50%。調整年末產量指引以反映出更多的石油產量。
將收購的CapEx指引從3500萬美元上調至6000萬美元,將開發CapEx上調6000萬美元,區間爲35500萬美元至36500萬美元。
Business Progress:
業務進展:
Closed multiple acquisitions adding 16.4 net future drilling locations in the Permian Basin.
About half of the $60 million development CapEx increase is due to changes in the controlled capital drilling schedule, emphasizing the strategic shift towards oil-weighted projects.
Company expects to place about 22 to 24 net wells online during 2024, primarily in the Permian Basin.
Set for more aggressive oil production through aligning operational focus and CapEx on high-value projects influenced by current market dynamics.
在Permian盆地完成多項收購交易,增加了16.4個淨未來鑽井地點。
6000萬美元的開發CapEx增長的一半是由於控制資本鑽探時間表的變化,強調對以石油爲主的項目的戰略轉變。
公司預計在2024年上線22至24個淨井,主要位於Permian盆地。
通過將運營重點和CapEx對準受當前市場動態影響的高價值項目,實現更具攻擊性的石油產量。
Opportunities:
機會:
Strategic focus on controlled capital deployment allowing for above 50% of 2025's development capital, highlighting robust growth prospects.
Significantly increased investments in higher conviction operated projects within the controlled capital program.
戰略聚焦於受控資本開支,使2025年的發展資本超過50%,突顯了強勁的增長前景。
在受控資本計劃中大幅增加對更有信心的經營項目的投資。
Risks:
風險:
Potentially limited near-term natural gas development opportunities due to declined gas prices putting pressure on CapEx allocation and project competitiveness.
受價格下跌、CapEx配置和項目的競爭力等壓力的影響,短期內天然氣開發機會可能受到限制。
More details: Granite Ridge Resources IR
更多詳情:Granite Ridge Resources IR
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。