Monday, December 4, 2017

Diamondback Continues To Impress WIth Better Production Per Well -- Filloon -- December 4, 2017

From SeekingAlpha:
  • FANG continues to improve both oil and natural gas production per location
  • well design changes in the Permian are providing significantly better results across all operators
  • the Permian continues to have upside in both Midland and the Delaware as it continues to see the greatest activity
  • FANG may have more upside than other larger Permian names as its Howard and Pecos acreage is less developed and will see additional gains as these areas are de-risked
But, again, another article on "changes in well designs," but no specifics. 

Wells I would be interested in -- note the "inflection" points:


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