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Steve Zachritz

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • Parsley Energy ---- Addressing Inventory Concerns
     • Wed, Aug. 27 PE 5 Comments

    Summary

    • Despite strong economics, market concerns over leasehold have resumed since a strong 2Q14 report.
    • Acquisition addresses this by growing contiguous position in Core and Tier 1 acreage.
    • Bonus: Strong first Tier 1 result.
  • Carrizo Oil & Gas - Good Getting Better
     • Sat, Aug. 23 CRZO 4 Comments

    Summary

    • Eagle Ford bread and butter play continues to improve, while driving volume and EBITDA growth.
    • The Niobrara play offers show-stopping early days results.
    • Niobrara and Utica plays to offer a plethora of H2'14 catalysts.
  • Bonanza Creek: Greater Wattenberg Play Keeps Getting Better - Q2 '14 Pre Call Note
       • Sat, Aug. 9 BCEI 2 Comments

    Summary

    • 2Q14 EBITDA misses on in line volumes but higher production tax expense.
    • Better than expected longer term Nio B downspaced well results.
    • Successful thin zone Codell test will expand prospective acreage footprint.
    • And 3 more successful longer laterals (1 best in show so far, 2 others with very flat decline rates).
  • Memorial Resource Development: An Interesting New Pure Play Cotton Valley Name
       • Sat, Jun. 14 MRD 17 Comments

    Summary

    • Stacked Pay Cotton Valley Sand Player.
    • Strong returns from an unexpected area as Terryville area gets a reboot.
    • Strong balance sheet, big drilling inventory, and essentially cash flow neutral from the start.
    • Near-term catalysts and the potential for a big reserves upgrade at the end of the year.
    • Not overly pricey to "peers" at IPO.
  • Parsley Energy - An Inexpensive Pure Play, Core Of Core Permian IPO
       • Wed, May. 21 PE 21 Comments

    Summary

    • Parsley is coming to market at a reasonable valuation among a peer group of high priced Permian pure plays.
    • We expect the deal to be well received with future horizontal success driving the multiple (and volumes) higher.
    • Parsley's acreage is "Core of Core" in the Midland Basin with a Delaware Basin Wildcard.
  • Rex Energy - Group Swoon Provides Rare Opportunity
       • Thu, Jan. 16 REXX 12 Comments
  • Oasis - Big Bakken Buy Means More Of A Good Story To Like
       • Sep. 10, 2013 OAS 12 Comments
  • Triangle Petroleum - Undervalued Bakken Player
       • Sep. 6, 2013 TPLM 58 Comments
  • Bonanza Creek - Horizons Continue To Expand And Name Remains Cheap Despite The Run
       • Aug. 15, 2013 BCEI 5 Comments
  • Bonanza Creek - The Ponderosa Only Gets Better
       • Mar. 19, 2013 BCEI 9 Comments
  • Osage Exploration - Making Progress In The Miss Lime
       • Feb. 28, 2013 OEDV 28 Comments
  • Mid-Con Energy Partners - The Flood That Yields A Rising Tide Of Cash
       • Jan. 31, 2013 MCEP 17 Comments