SeekingAlpha: Update on Bakken Companies With Market Cap $6 - $12 Billion; Net Bakken Acreage

Link here.

It should be noted that the linked writer is talking about the Williston Basin Bakken (western North Dakota and eastern Montana) and not the Alberta Basin Bakken (central/north Montana).

Companies mentioned, and net acres in the Williston Basin Bakken:

• Baytex, 126,400 net acres
• Continental Resources, 856,000 net acres
• Denbury, 275,000 net acres
• Whiting, 603,702 net acres
• QEP, 89,000 net acres
• Newfield, 174,000 net acres

There are two things to note which I need to verify. Last time I updated my net acreage list, Newfield had 271,000 net acres in the Williston Basin Bakken; SeekingAlpha has Newfield at 174,000 net acres which is a significant change. The 174,000 is confirmed at the Newfield site, March, 2011, presentation. I could have made a typographical error (unlikely in a case like this), but if correct, Newfield has sold 100,0000 net acres in the Williston Basin Bakken since the last update (sometime in 2010).

My previous number for Whiting was 580,000 net acres; SeekingAlpha now reports 604,000 net acres for Whiting, a bit of an increase. The 604,000 number is confirmed at the Whiting April, 2011, presentation.