Sunday, October 25, 2009

Bakken: KOG

Kodiak Gas and Gas is no longer an operator in the Bakken. Previous data for KOG is now posted here.  Many links below will be broken.

KOG

KOG Presentations

KOG, investing.

NEWS

December 11, 2014: the ticker symbol KOG no longer exists. Kodiak Oil & Gas was bought by Whiting (WLL).

May 2, 2014: Zeits on KOG after the miss. SeekingAlpha conference call, 1Q14.

April 15, 2014: Zeits on KOG.

April 1, 2014: fascinating update from KOG; annual Howard Weil conference. 

February 27, 2014: 4Q13, full year 2013, earnings; transcript

February 16, 2014: KOG is one of five Bakken operators Filloon is bullish on.  

January 26, 2014: KOG flaring in the Bakken compared to Oasis flaring, November, 2013, data

January 14, 2014: SeekingAlpha contributor on KOG, not particularly remarkable article. Wells still cost $9.4 million; for all intents and purposes: $10 million.

October 22, 2013: KOG doubles daily production, year over year; 3Q12 to 3Q13

October 2, 2013: KOG presentation transcript.

July 22, 2013: a couple of staggering KOG wells

July 12, 2013: KOG's acquisition of Liberty Resources has closed; even pricier than initial reports?

June 25, 2013: Mike Filloon's analysis of the Liberty Resources acquisition.


March 5, 2013: huge story. KOG announces new completion method which could be a game changer. I think CLR knew about this for quite some time.

February 20, 2013: 4Q12 and year-end operational update.

December 17, 2012: increases CAPEX for 2013; provides guidance; plans 61 net operated wells in 2013

October 29, 2012: corporate presentation;

October 25, 2012: 3Q12 operations update.

July 19, 2012: 2Q12 production results

May 19, 2012: KOG set to surge -- SeekingAlpha.com.

April 23, 2012: KOG primed for explosive growth in 2013 -- SeekingAlpha.

April 5, 2012: SeekingAlpha article.

April 4, 2012: update of KOG's Skunk Creek wells.

February 29, 2012: update of KOG's Koala wells.

February 3, 2012: end-of-year production numbers; misses.

January 9, 2012: KOG completes previously announced acquisition; nothing new; for archival purposes, and in case other links break. 

January 5, 2012: Barron's -- KOG one of 2012's top acquisition targets. -- Google Barron's -- paid subscription required.

December 21, 2011: BTA wells being transferred to KOG.

December 9, 2011: snapshot of KOG; no news

November 23, 2011: KOG raises $1 billion (rounded).

November 22, 2011: Multi-part series on the North Plains acquisition. Mike Filloon is now up to part v; I assume he will eventually get to 38 parts.

November 20, 2011: Mike Filloon fills in more details regarding KOG's acquisition of BTA's assets; reviews new acquisition of North Plains Energy assets

November 18, 2011: New offering, 42 million shares at $7.75; $650 million in senior notes.  $325 million + $650 million --> $975 million.

November 16, 2011: Comparing KOG and CLR -- daily Bakken production.

November 14, 2011: KOG announces acquisition of 50,000 net acres. Also: Wrap-up here.

November 8, 2011: Motley Fool -- high on KOG.

November 2, 2011: the reason for recent KOG volatility.

October 3, 2011: KOG to buy BTA.

September 28, 2011: KOG acquires 13,500 net acres and a drilling rig. 

August 2, 2011: KOG will start trading on NYSE on/about August 4, 2011. 

July 26, 2011: archived investing stories on KOG up to this date.

May 25, 2011: KOG enters $85.5 million deal with private oil and gas company:
  • New drilling rig, to be completed late 2011; tailored for pad drilling
  • Operated working interest in two producing wells currently producing 200 net boepd
  • Modicum of surface equipment and pipeline connection facilities that tie into regional system
  • 400 net, largely de-risked, un-drilled locations "across all of its WB leasehold"
April 19, 2011: Operational update. A very exciting press release.

November 30, 2010: KOG completes previously announced acquisition.

September 21, 2010: operational update. Bottom line -- KOG is still testing the producing potential of the Middle Bakken and the Three Forks Sanish in Dunn County and McKenzie County.

June 29, 2010: Update -- 1,370 flowback on a Moccasin Creek well. Both KOG rigs are now in North Dakota. KOG initiates drilling on a 4-well pad.  

April 27, 2010: Update -- Area of Operations.

April 6, 2010: KOG acquires 5,500 net acres. (link broken ever since Mr Teegue grew frustrated with all the idiots and closed down his site)

February 16, 2010: KOG announces 3-well pads in the Bakken. KOG announces that it will soon take delivery of its second drilling rig. This rig will drill outside North Dakota (in Montana) and will be a vertical well into the Red River formation, not the Bakken.  In same press release, KOG announced a Bakken well in the FBIR with an IP of 1,419, a short lateral (#18261, Moccasin Creek 16-3-11H) on a 2-well pad; the 2nd well on this pad, #18295, MC 16-3.

December 18, 2009:  KOG announces $60 2010 CAPEX program. It will take delivery of a second rig in February 2010 for the Bakken. KOG commits to 12 gross (9.5 net) wells in 2010.

December 11, 2009: another nice well in the FBIR -- permit # 18107, 903 bbls IP, Two Shields Butte 14-33-6H

December 7, 2009: another nice well in the FBIR -- permit # 18051, 1309 bbls IP, Two Shields Butte 14-33-28.