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    Jake Roberts • Tudor, Pickering, Holt & Co.

    Jake Roberts's questions to Gulfport Energy Corp (GPOR) leadership

    Jake Roberts's questions to Gulfport Energy Corp (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 Inc (CRK) leadership

    Jake Roberts's questions to Comstock Resources Inc (CRK) leadership • Q2 2025

    Question

    Jake Roberts of Tudor, Pickering, Holt & Co. asked about the company's philosophy on outspending cash flow for growth in 2026 if gas prices rise, and if there's a price point for reducing activity. He also asked for the timeline to evaluate different choke management strategies.

    Answer

    President/CFO Roland Burns stated it is early for 2026 plans but he does not foresee outspending cash flow, emphasizing the company's flexibility to adjust activity based on the price outlook. COO Daniel Harrison explained that evaluating choke management strategies is a long-term process, requiring a minimum of a year, and potentially 18-24 months, to get definitive data on EUR impact.

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

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

    Jake Roberts's questions to EQT Corp (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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