Sign in

    Greta Droshky

    Vice President and Equity Analyst at Goldman Sachs Group, Inc.

    Greta Droshky is a Vice President and Equity Analyst at Goldman Sachs Group, Inc., specializing in financial sector research with a strong focus on large-cap U.S. banks including JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup. She is recognized for her data-driven investment recommendations, maintaining a consistent success rate of approximately 65% on published calls and generating annualized portfolio returns that outperform sector benchmarks in the past three years. Droshky began her analyst career in 2016 at Morgan Stanley, joining Goldman Sachs in 2021, where she swiftly advanced to her current leadership role thanks to her incisive sector analysis and strong client engagement. She holds FINRA Series 7, 63, and 86/87 licenses and has been featured in internal firm rankings as a top-performing junior analyst, noted for her nuanced coverage and sector expertise.

    Greta Droshky's questions to COMSTOCK RESOURCES (CRK) leadership

    Greta Droshky's questions to COMSTOCK RESOURCES (CRK) leadership • Q3 2024

    Question

    Greta Droshky of Goldman Sachs requested more detail on the benefits of horseshoe wells, the potential for upside to the 64 identified locations, and the M&A outlook for the Haynesville.

    Answer

    COO Daniel Harrison detailed that horseshoe wells triple the IRR, halve the payout time, and add $5.5-6 million in PV-10 value compared to short laterals, with upside to the location count pending evaluation of the Bossier shale. Regarding M&A, management noted a focus on acquiring deep rights in the Western Haynesville and expects ongoing consolidation of private operators, which will likely accelerate with higher gas prices.

    Ask Fintool Equity Research AI