Wednesday, May 9, 2012

Whiting's Current Corporate Presentation

Link here, a pdf.

Sent to me by a reader, here were his comments:
Here's Whiting's latest. I like page 11, shooting for the sweet spots. Pages 12-15, dividing bakken/sanish/pronghorn. Page 16 Whiting rules the chart.
Slide 11:  note the size of the Lewis & Clark prospect; geographically larger than the Sanish; the Three Forks may be thicker than the middle Bakken for much of the prospect

Slide 12: I like the multiple payzones demonstrated

Slide 15: Whiting still shows 600,000 as the average EUR; I think that is conservative; remember no "dry" holes in the Bakken to pull the average down, unlike other plays in the past

Slide 21: Denbury is not the only one involved with EOR in the Permian

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