生产和营运 - 公司第二季度总产量和原油产量创下公司纪录，分别为12.94万桶油当量/天和5.92万桶/天[3] - 公司成功钻探了3口马蹄形井并有机增加了约120口长水平马蹄形井[5] - 公司宣布收购Point Energy Partners公司资产，预计将在交割时增加约15.5千桶油当量/天的产量和68口油重加权储备井[5] - 公司将2024年全年总产量指引上调至127.0-131.0千桶油当量/天,原油产量上调至59.0-61.0千桶/天[19] 财务表现 - 公司报告净收益3670万美元，调整后净收益5500万美元，经营活动现金流3.384亿美元[4] - 公司生成合并EBITDAX 2.904亿美元和调整后自由现金流4470万美元[5] - 2024年6月30日三个月期间总营业收入为3.35亿美元，较2023年同期增加36.1%[36] - 2024年6月30日三个月期间营业利润为1.21亿美元，较2023年同期增加48.1%[36] - 2024年6月30日三个月期间净利润为2.95亿美元，较2023年同期增加49.1%[36] - 2023年6月30日三个月期间的营业现金流为3.384亿美元，同比增加35.9%[40] - 2023年6月30日六个月期间的营业现金流为4.97亿美元，同比增加36.1%[40] - 2023年6月30日三个月期间的自由现金流为4,469万美元，同比增加26.2%[40] - 2023年6月30日六个月期间的自由现金流为8,804万美元，同比增加55.0%[40] - 2023年6月30日三个月期间的经调整净收益为5,497万美元，同比减少30.1%[43] - 2023年6月30日六个月期间的经调整净收益为12.305亿美元，同比减少19.6%[43] - 2023年6月30日三个月期间的每股经调整净收益为1.46美元，同比减少66.4%[43] - 2023年6月30日六个月期间的每股经调整净收益为3.30美元，同比减少62.8%[43] 非GAAP指标 - 公司定义的经调整自由现金流和经调整净收益是非公认会计准则指标，用于评估公司的经营表现[39][42] - 公司在报告中提供了这些非公认会计准则指标与GAAP指标的对账[40][43] - 公司将Consolidated EBITDAX定义为非GAAP财务指标，包括净收益或亏损、股权激励费用、折旧摊销、减值费用、重组费用、资产处置收益或损失、衍生工具公允价值变动、折现费用、利息费用、所得税和其他非经常性收支[45] - Consolidated EBITDAX可以帮助投资者了解公司的经营业绩,剔除了资本结构、借款、利息成本等因素的影响[45,46] - 公司受限于信贷协议中的财务指标,其中包括Consolidated EBITDAX与净债务的最大比率[47] - 2023年上半年,公司Consolidated EBITDAX为2.395亿美元,2024年上半年为5.918亿美元[48] - 2023年上半年,公司经营活动产生的现金流为2.489亿美元,2024年上半年为4.970亿美元[49] - 公司2023年上半年净收益为2.948亿美元,2024年上半年亏损2,942.9万美元[48] - 公司2023年上半年折旧摊销费用为1.033亿美元,2024年上半年为3.404亿美元[48] - 公司2023年上半年利息费用为3,152.9万美元,2024年上半年为8,411.1万美元[48] - 公司2023年上半年所得税收益为2.218亿美元,2024年上半年为534万美元[48] - 公司2023年上半年股权激励费用为289.3万美元,2024年上半年为743.5万美元[48] 资本支出和套期保值 - 公司报告资本投资2.1亿美元，不包括非预算收购和租赁支出[3] - 公司将2025年原油套期保值增加至1540万桶,平均价格约为75美元/桶[5] - 公司将2024年全年资本支出指引调整至8.2-8.7亿美元[20] 销售情况 - 2024年6月30日三个月期间油品销量为1,177.1万桶，较2023年同期增加56.7%[33] - 2024年6月30日三个月期间天然气销量为19,264百万立方英尺，较2023年同期增加79.6%[33] - 2024年6月30日三个月期间平均油价为81.97美元/桶，较2023年同期上涨8.7%[33] - 2024年6月30日三个月期间平均天然气价格为-0.28美元/千立方英尺，较2023年同期下降125.0%[33] - 2024年6月30日三个月期间租赁经营费用为9.66美元/桶，较2023年同期增加37.6%[33]

Raises full-year 2024 total and oil production forecast Increases estimated sub-$50 WTI breakeven locations by ~45% TULSA, OK, Aug. 07, 2024 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE: VTLE) ("Vital Energy" or the "Company") today reported second-quarter 2024 financial and operating results. Supplemental slides have been posted to the Company's website and can be found at www.vitalenergy.com. A conference call and webcast is planned for 7:30 a.m. CT, Thursday, August 8, 2024. Participation details can be ...

Vital Energy plans to host a conference call and webcast at 8:00 a.m. CT on Monday, July 29, 2024. Supplemental slides have been posted to the Company's website. Adds high-return inventory and oil-weighted production: The transaction is expected to add 68 gross inventory locations (49 net) with an estimated average breakeven oil price of $47 per barrel NYMEX WTI. The assets include approximately 16,300 net acres and net production of approximately 30.0 thousand barrels of oil equivalent per day ("MBOE/d") ( ...

Western Glasscock This acreage was acquired because its cash flowed better than the legacy acreage in Eastern Glasscock. However, it also produced a fair amount of natural gas. Therefore, as natural gas prices declined, then a higher oil price was needed for the wells to breakeven. This was one acquisition that needed to wait for a natural gas pricing recovery. Unfortunately, the plans here did not "pan out" as planned. Now, however, technology advances may have brought this acreage back into consideration ...

Investor Contact: Ron Hagood 918.858.5504 ir@vitalenergy.com Additional information about Vital Energy may be found on its website at www.vitalenergy.com. To participate on the call, dial 800.715.9871, using conference code 8366349 or listen to the call via the Company's website at www.vitalenergy.com "Investor Relations | News & Presentations | Upcoming Events." Vital Energy, Inc. is an independent energy company with headquarters in Tulsa, Oklahoma. Vital Energy's business strategy is focused on the acqui ...

About Vital Energy To participate on the call, dial 800.715.9871, using conference code 8366349 or listen to the call via the Company's website at www.vitalenergy.com "Investor Relations | News & Presentations | Upcoming Events." Additional information about Vital Energy may be found on its website at www.vitalenergy.com. TULSA, OK, July 16, 2024 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE: VTLE) ("Vital Energy" or the "Company") will report second-quarter 2024 financial and operating results after the mar ...

11 i l t in AlpamayoPhoto I have been buying oil & gas stocks for several weeks now. It appears Wall Street has largely forgotten about the sector, with valuations becoming quite low. There exists a disconnect between rising crude oil and natural gas prices starting in May, and falling equity quotes for those exploring and producing the stuff. In other words, operating profits could be destined to jump in future quarters, bringing far better "forward" valuations. The good news is valuations on "trailing" co ...

文章核心观点 - 公司在Q1 2024继续保持强劲的产量表现,预计全年产量将超过中值指引 [5][6] - 公司发行10亿美元7.875%到期2032年的无担保票据,用于偿还部分高利率债务,降低利息成本 [2][12][13] - 公司在特拉华盆地资产方面存在一些较高的运营成本,导致Q1 2024租赁运营费用超出预期,预计下半年将有明显改善 [3][8][9][10][18][19][22] 公司财务和运营情况 - Q1 2024总产量约12.47万桶油当量/天,超出指引约4% [5] - Q1 2024资本支出2.179亿美元,低于指引范围 [5] - Q1 2024EBITDAX 3.01亿美元,自由现金流4300万美元 [11] - 公司净债务约17.42亿美元,主要包括7.75%到期2029年债券、9.75%到期2030年债券和7.875%到期2032年债券 [13][14] - 预计2024年全年产量将超过中值指引约3%,油气收入约19.08亿美元 [14][16][18][19] - 预计2024年全年自由现金流2.91亿美元,下半年自由现金流将更高 [19][20] 估值分析 - 由于运营成本高于预期,公司2024年自由现金流预测下调,估值从之前的65美元/股降至63美元/股 [3][22][24] - 但公司产量持续超预期,利息成本降低,长期价值仍较高 [21][23][24]

Forward Looking Statements This press release and any oral statements made regarding the contents of this release contain forward-looking statements as defined under Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, that address activities that Vital Energy assumes, plans, expects, believes, intends, projects, indicates, enables, transforms, estimates or anticipates (and other ...

TULSA, OK, May 28, 2024 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE: VTLE) ("Vital Energy" or the "Company") today announced its intention to mandatorily convert all outstanding shares of its 2.0% Cumulative Mandatorily Convertible Series A Preferred Stock, par value $0.01 per share (the "Series A Preferred Stock"), into shares of the Company's common stock, par value $0.01 per share, on June 4, 2024 pursuant to the terms of the Certificate of Designations of 2.0% Cumulative Mandatorily Convertible Series ...