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    Jake Roberts

    Director of E&P Research at TPH&Co.

    Jake Roberts is a Director of E&P Research at TPH&Co., specializing in coverage of upstream oil and gas exploration and production companies. He works with a range of U.S. natural gas and energy firms, providing equity research and investment analysis to institutional clients, but specific company names and performance metrics are not publicly available. Roberts began his career as a senior business analyst at Summit Financial Disclosure before joining TPH&Co., and holds a BA in Economics from California State University – East Bay, an MS in Agribusiness and Economics from West Texas A&M, and an MBA from the University of Houston. His professional credentials and securities licenses are not specified in public records, and he has yet to be listed in major analyst ranking platforms or cited for notable industry achievements.

    Jake Roberts's questions to GULFPORT ENERGY (GPOR) leadership

    Jake Roberts's questions to GULFPORT ENERGY (GPOR) leadership • Q2 2025

    Question

    Jake Roberts of Tudor, Pickering, Holt & Co. questioned whether the focus on smaller-scale discretionary acreage acquisitions implies that more transformative, larger-scale M&A opportunities are unavailable or less likely. He also asked for a relative ranking of the SCOOP asset's returns against the Utica portfolio, particularly the 70% IRR threshold mentioned for the condensate area.

    Answer

    CEO John Reinhart clarified that the organic acquisition program does not signal a change in M&A outlook but is a continuation of their consistent strategy to protect the balance sheet and reinvest cash flow into high-return inventory. EVP & COO Matthew Rucker explained that the SCOOP asset's returns are robust and comparable to the Utica, but it is more capital-intensive per well, so its inclusion in the budget depends on the overall capital allocation strategy for a given year.

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    Jake Roberts's questions to COMSTOCK RESOURCES (CRK) leadership

    Jake Roberts's questions to COMSTOCK RESOURCES (CRK) leadership • Q2 2025

    Question

    Jake Roberts of Tudor, Pickering, Holt & Co. asked about the company's 2026 capital philosophy, specifically whether they would outspend cash flow to accelerate growth in a higher price environment. He also inquired about the timeline required to analyze well data from different choke management strategies in the Western Haynesville.

    Answer

    President & CFO Roland Burns stated that while it is early to set the 2026 plan, he does not foresee a scenario where the company would outspend cash flow, preferring to maintain flexibility and adjust activity to market conditions. On choke management, COO Daniel Harrison explained that it is a long-term evaluation, requiring a minimum of a year and potentially 18-24 months of production data to definitively determine the optimal drawdown strategy.

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    Jake Roberts's questions to COMSTOCK RESOURCES (CRK) leadership • Q2 2025

    Question

    Jake Roberts of Tudor, Pickering, Holt & Co. asked about the 2026 outlook, questioning if the company would outspend cash flow for growth in a higher price environment. He also inquired about the timeline required to get conclusive data from the choke management experiments in the Western Haynesville.

    Answer

    President & CFO Roland Burns indicated it is too early for a specific 2026 plan but stated he does not foresee a scenario where the company would outspend cash flow, preferring to adjust activity levels based on the price outlook. Regarding choke management, COO Daniel Harrison explained that it is a long-term evaluation, requiring a minimum of one year, and likely 18 to 24 months, to obtain a definitive answer on the optimal drawdown strategy, though they receive continuous feedback from pressure data.

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    Jake Roberts's questions to COMSTOCK RESOURCES (CRK) leadership • Q2 2025

    Question

    Jake Roberts of Tudor, Pickering, Holt & Co. asked about the 2026 financial strategy, questioning if the company would outspend cash flow in a higher price environment or reduce activity in a lower one. He also inquired about the timeline for optimizing choke management in the Western Haynesville.

    Answer

    President and CFO Roland Burns indicated it was early for 2026 guidance but stated the company does not foresee outspending cash flow and maintains flexibility to adjust activity based on market conditions. On well management, COO Daniel Harrison explained that determining the optimal drawdown strategy is a long-term process, requiring a minimum of a year and potentially 18-24 months of production data to get a definitive answer, though they are gathering clues from pressure data in the interim.

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    Jake Roberts's questions to CNX Resources (CNX) leadership

    Jake Roberts's questions to CNX Resources (CNX) leadership • Q2 2025

    Question

    Jake Roberts sought clarification on whether the $30 million 45Z credit is based on the Remediated Mine Gas (RMG) input or a downstream output. He also asked about the role of RMG in discussions with AI and tech counterparties and if it could achieve premium pricing through these channels.

    Answer

    CFO & President Alan Shepard explained the 45Z credit incentivizes collecting waste gas from coal mines and making it a saleable product. Regarding AI, Shepard highlighted RMG as a sustainable energy solution for data centers. CEO Nick DeIuliis added that AI represents another critical pathway to monetize RMG's value, alongside manufacturing, power generation, and transportation fuels.

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    Jake Roberts's questions to EQT (EQT) leadership

    Jake Roberts's questions to EQT (EQT) leadership • Q2 2025

    Question

    Jake Roberts of TPH&Co asked if a pure reallocation scenario, where EQT meets new demand without growing production, would meaningfully shift the sales point percentages detailed in the company's investor presentation.

    Answer

    CFO Jeremy Knop responded that the sales mix would be an election based on relative pricing. He explained that if in-basin basis differentials tighten significantly, EQT would be open to increasing its in-basin exposure. He reiterated his view that a paradigm shift in the gas market is coming late in the decade, which positions EQT's future growth to be highly valuable, and confirmed the company has the flexibility to move its gas wherever it wants.

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    Jake Roberts's questions to RANGE RESOURCES (RRC) leadership

    Jake Roberts's questions to RANGE RESOURCES (RRC) leadership • Q2 2025

    Question

    Jake Roberts inquired about the strategy of completing drilled but uncompleted (DUC) wells ahead of schedule to be better positioned for 2026 pricing. He also asked how Range weighs the opportunity of local demand against the potential need to supply the Gulf Coast market, given inventory concerns in other basins.

    Answer

    CEO Dennis Degner confirmed they are already accelerating some completions with spot crews to align with improving fundamentals and new midstream capacity. He explained that the decision between in-basin and Gulf Coast supply is driven by margins, and Range's portfolio is flexible enough to pursue both. The company has already secured additional long-haul transport to the Gulf Coast and will patiently evaluate new pipeline projects.

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