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Richard Zeits

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  • Chesapeake Energy: A Spin-Off For Southern Marcellus?
    Mon, Sep. 8 CHK 7 Comments


    • Chesapeake may pursue a sale or spin-off of the Southern Marcellus.
    • A separation transaction would highlight the value of this large, high-quality but underfunded asset.
    • A successful spin-off could set a precedent for other assets in Chesapeake’s portfolio that could command high multiples as stand-alone companies.
  • Chesapeake Energy - Commodity Price Differentials Surprise
    Wed, Jul. 30 CHK 9 Comments


    • Chesapeake pre-announced weaker-than-forecasted natural gas and NGL price realizations in Q2.
    • Companywide, Chesapeake sold its natural gas at $1.91 below Henry Hub in Q2.
    • CHK's Marcellus North discount after gathering, transportation and basis averaged $2.47.
    • Net NGL price realization in Q2 declined 28% from the previous quarter.
    • Analysts' cash flow estimates for the year will likely be revised materially down.
  • Chesapeake Energy: Another $1 Billion Raised In Challenging Divestiture Market
    Jul. 9, 2013 CHK 1 Comment
  • Chesapeake Sells Granite Wash Midstream Assets To MarkWest: Quick Read
    May. 9, 2013 CHK, MWE 13 Comments
  • Chesapeake Sells Another Marcellus Package At Low Valuation: Transaction Analysis
    May. 3, 2013 CHK, EQT 19 Comments
  • Chesapeake Sells Marcellus Acreage To Southwestern At $574 Per Acre: Quick Read
    Apr. 29, 2013 CHK, SWN 28 Comments
  • Chesapeake Energy And The Rig Count Conundrum
    Nov. 12, 2012 CHK 26 Comments
  • Chesapeake Energy: Oklahoma Asset Sales May Surprise To The Upside
    Oct. 20, 2012 CHK 16 Comments
  • How Much Are Chesapeake Energy's Haynesville Assets Worth?
    Oct. 3, 2012 CHK 4 Comments
  • Chesapeake Energy: $3.3 Billion Permian Asset Sale Disappoints
    Sep. 13, 2012 CHK 18 Comments
  • Chesapeake Energy: Strong Q3 Natural Gas Volumes Defy Management's Declining Supply Thesis
    Aug. 13, 2012 CHK 4 Comments
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