Link here (Michael Filloon at SeekingAlpha.com).
The list includes about a dozen companies, recommending most. The ones that will interest Bakken folks: BEXP, KOG, Samson Oil and Gas, Triangle, and Credo. Maybe others.
For the smallest players, a single well in the Bakken could make a huge difference.
For the big Bakken players (BEXP, WLL, CLR), these are the important metrics with which to compare: net acreage; utilization of their rigs (WLL seems best at this, or perhaps BEXP); first six months production from their wells (BEXP is best, but WLL also does nicely); increase in production (on a percentage basis) year-over-year.
For the multi-nationals in the Bakken, it's a lot hard to judge (due to their activity outside the Bakken) but some have a bigger percentage tied up in the Bakken than elsewhere (for example, EOG, Hess, Marathon vs XOM and COP.
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