NOG: 4Q22 and full year 2022 results. Link here.
- sneak-a-peek: EPS miss by quite a bit;
- increased reg div by 13% to 34 cents/share, 1Q23
- increased reg div by 20% to 30 cents/share, 4Q22
- nice production increase; now at 78,854 bopd
EOG: 4Q22 and full year 2022 results. Link here.
- sneak-a-peek: mixed
- “special dividend”: $1.00
- reg div maintained: 82.5 cents from 75 cents (increased in January, 2023)
- EPS miss: $3.30 vs $3.31 (others say $3.37) on higher drilling costs.
- revenue beat: $6.72 billion vs $6.62 billion
- most recent: production up 5% q/q to 909,100 bopd
- forecast, 2023: 944,000 to 1.03 million bopd
- average realized US crude oil price rose 9% to $85.68
- social media;
ERF: reported today. Link here. Press release. I recall some talk some time ago that ERF was considering changing its HOR from Canada to the US -- look at this little nugget in the press release --
Completed the divestment of substantially all its Canadian assets during 2022 for total consideration of $278.9 million (CDN$380.4 million), before purchase price adjustments.
The NDIC hearing dockets for March, 2023 have been posted. Link here.
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