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    David Cordell • BluePointe Capital

    David Cordell serves as Director of Finance Programs and Clinical Professor at the University of Texas at Dallas, bringing an extensive background in finance research and education, with no verified affiliation to BluePointe Capital as an analyst. His specialization spans personal financial planning, capital budgeting, and risk measurement, underpinned by professional credentials including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU), along with Registered Investment Adviser status. Over a career beginning in the late 1970s, Cordell has held academic and consulting roles at institutions such as Texas Tech University, The American College, Cordell Financial Services, Aetna Life Insurance and Annuity Company, and the Federal Reserve Bank of Dallas. While he holds numerous financial certifications and has published research in his field, there is no documented recent record of specific company coverage, analyst performance metrics, or a role at BluePointe Capital based on available information.

    David Cordell's questions to SandRidge Energy Inc (SD) leadership

    David Cordell's questions to SandRidge Energy Inc (SD) leadership • Q4 2024

    Question

    David Cordell of BluePointe Capital asked for insight into production growth expectations for 2026, given that many wells from the 2025 CapEx plan will come online late in the year. He also requested more detail on the company's new hedging strategy.

    Answer

    CEO Grayson Pranin emphasized that investment returns are paramount to production growth. For 2026, he noted that two completions from the 2025 program will carry over into Q1, providing an initial production boost, with hopes to extend the program if prices are constructive. On hedging, Pranin explained that without bank mandates, they hedge opportunistically to manage risk. He highlighted recent collars with a $4 floor, which brings their hedged PDP natural gas volume to just under 60%.

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    David Cordell's questions to SandRidge Energy Inc (SD) leadership • Q4 2024

    Question

    David Cordell of BluePointe Capital asked for an outlook on production growth in 2026 and beyond. He also inquired about the company's new hedging strategy, including the percentage of production hedged and the overall philosophy.

    Answer

    CEO Grayson Pranin explained that 2026 growth is possible, with some 2025 completions carrying into Q1 2026, but emphasized that investment decisions are driven by returns, not production targets. On hedging, Pranin stated it's used opportunistically for risk management, not due to mandates. He noted recent collars brought hedged PDP natural gas volumes to just under 60% to secure cash flows for the expanded capital program.

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    David Cordell's questions to SandRidge Energy Inc (SD) leadership • Q4 2024

    Question

    Asked about the production growth outlook for 2026 based on 2025's capital spending, and requested details on the company's new hedging strategy and what percentage of production is hedged.

    Answer

    The company prioritizes returns over growth, but 2026 growth is possible as some 2025 completions will carry over. Hedging is done opportunistically for risk management, not due to mandates. They recently hedged just under 60% of PDP natural gas production using collars to secure cash flow for the capital program, but do not hedge anticipated production from new wells.

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