Forward – Looking Statements This Presentation includes forward-looking statements within the meaning of 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 fact included in this Presentation, regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, guidance, plans and objectives of management are forward- looking statemen ...

业绩总结 - Mach Natural Resources的2025年第三季度调整后EBITDA为8.2亿美元，预计2025年调整后EBITDA为8.3亿美元，EV/调整后EBITDA比率为3.8倍[14] - Q3 2025的总油气收入为2.73亿美元，其中天然气收入为7446.4万美元，油收入为1.17亿美元[82] - YTD 2025的总油气收入为7.88亿美元，天然气收入为2.26亿美元，油收入为3.54亿美元[94] - YTD 2025的调整后息税折旧摊销前利润为406.33百万美元[100] - Mach在2025年第三季度的总费用为2.92亿美元，主要包括油气的折旧、减值和运营费用[83] 用户数据 - 截至2025年9月30日，Mach的净债务为4.5亿美元，净债务与调整后EBITDA的比率为1.3倍[14] - 截至2025年9月30日，Mach的已探明储量为653百万桶油当量，其中71%为天然气[14] - Mach的天然气生产占总生产的56%，油和NGLs分别占21%和23%[91] - 截至2025年11月1日，天然气的对冲量为28,482 Bbtu，平均对冲价格为$3.79[105] - 原油的对冲量为3,137 MBbl，平均对冲价格为$66.92[105] 未来展望 - Mach在2025年第四季度预计日均净产量为151 MBOED，其中天然气占比约67%[14] - 公司截至2025年第四季度的净生产指导为：石油（MBbls/d）22-24，天然气液体（MBbls/d）20-22，天然气（MMcf/d）645-665，总计（MBoe/d）150-157[38] - 公司在2024年至2025年期间的总开发成本指导为：上游（D&C和工作）275-300百万美元，其他（中游和土地）40-60百万美元，总计315-360百万美元[38] - 公司预计2025年第四季度的中游运营利润为1100-1400万美元[38] - 公司的总证明储量为653 MMBoe，现值PV-10为$3,348百万[106] 新产品和新技术研发 - 自2024年以来，公司每单位分配收益为4.87美元，分配收益率为17%[35] - Mach的五年平均现金回报资本投资率（CROCI）为33%[30] - 自2024年5月以来，约70%的井现在使用零排放气动装置，显著减少了甲烷排放[109] - Mach的水处理合规性通过区域废物计划进行监控，确保符合所有相关规定[109] 市场扩张和并购 - Mach的战略是通过低成本收购来增加储量，所有资产均以低于PDP PV-10的折扣收购[22] - 公司在Permian中央盆地的资产购买价格为5亿美元，基础衰退率为11%[61] - 公司在San Juan盆地的资产购买价格为7.71亿美元，基础衰退率为10%[50] - 公司在Mid-Continent地区的净面积约为210万英亩，预计2025年第四季度的生产为83 MBOED，天然气占比57%[64] - 公司历史上通过收购资产实现了运营效率，降低了运营成本[33] 财务稳定性 - Mach的目标是将净债务与调整后EBITDA的比率维持在1.0倍以下，以保持财务稳定性[17] - Mach的流动性为3.49亿美元，包括现金和可用的循环信贷额度[14] - Mach的现金分配历史显示，2025年第三季度的分配总额为4500万美元，每单位分配为0.75美元[28] - 公司的实现的投资资本回报倍数（MOIC）为1.8倍，预计到2025年第四季度[33] - Mach在安纳达科盆地的深气区拥有领先的土地位置，主要运营商包括Mach、Validus和Continental[70]

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公司概况 - 公司是北美领先的能源基础设施企业，拥有广泛的天然气、石油和可再生能源资产网络，并正在扩展其欧洲海上风电投资组合 [1] 第三季度2025财年业绩预期 - 预计第三季度每股收益为0.39美元，营收为108.6亿美元，较上年同期略有下降 [2] - 业绩预期下滑可能源于融资和维护成本上升对其稳定盈利模式的影响 [2] 历史业绩表现 - 上一季度调整后每股收益为0.47美元，超出市场预期的0.41美元 [3] - 业绩超预期主要得益于天然气输送、天然气分销和存储业务部门的强劲贡献 [3] - 在过去四个季度中，公司均超出盈利预期，平均超出幅度为5.61% [3] 股息信息 - 董事会宣布普通股季度股息为每股0.9425美元，将于2025年12月1日支付给在2025年11月14日登记在册的股东 [4] - 此次股息与2025年9月1日宣布的股息水平一致 [4] 关键财务指标 - 公司市盈率约为21.77倍，市销率约为2.24倍 [5] - 企业价值与销售额比率约为3.79，企业价值与营运现金流比率约为18.89 [5] - 收益率为约4.59%，债务权益比率约为1.54，显示其运用了财务杠杆 [5] - 流动比率约为0.75，反映了其用短期资产覆盖短期负债的能力 [5]

Oil edged up on Friday following three days of declines on worries about excess supply and slowing demand in the U.S., though prices appeared to be headed for a second week of losses. ...

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Nov 6, 2025 6:08 PM Eastern Standard Time Granite Ridge Resources, Inc. Reports Third Quarter 2025 Results and Declares Quarterly Cash Dividend Share DALLAS--(BUSINESS WIRE)--Granite Ridge Resources, Inc. ("Granite Ridge†or the "Company†) (NYSE: GRNT) today reported financial and operating results for the third quarter of 2025. Third Quarter 2025 Highlights See "Supplemental Non-GAAP Financial Measures†below for descriptions of the above non-GAAP measures as well as a reconciliation of these measures to t ...

CALGARY, Alberta, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Petrus Resources Ltd. (“Petrus” or the “Company”) (TSX: PRQ) is pleased to report financial and operating results as at and for the three and nine months ended September 30, 2025. Q3 2025 HIGHLIGHTS: Production up 7% – Production for the third quarter of 2025 averaged 9,817 boe/d(1), up 7% from 9,155 boe/d in the second quarter of 2025. Oil and condensate(1) production was up 23% from the second quarter of 2025 with six (3.3 net) wells brought on productio ...

SandRidge Energy (NYSE:SD) Q3 2025 Earnings Call November 06, 2025 02:00 PM ET Speaker1Thank you for standing by. My name is Eric, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q3 2025 SandRidge Energy Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, please press star followed by the number on ...

ConocoPhillips (NYSE:COP) Q3 2025 Earnings Call November 06, 2025 12:00 PM ET Company ParticipantsAndy O’Brien - CFO and EVP of Strategy and CommercialRyan Lance - Chairman and CEONick Olds - EVPGuy Baber - VP of Investor RelationsKirk Johnson - EVPConference Call ParticipantsCharles Meade - AnalystStephen Richardson - AnalystKevin MacCurdy - AnalystArun Jayaram - AnalystJeoffrey Lambujon - AnalystJames West - AnalystDoug Leggate - AnalystBob Brackett - AnalystLloyd Byrne - AnalystScott Hanold - AnalystNeil ...