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    John White • ROTH Capital Partners

    John White's questions to Vitesse Energy Inc (VTS) leadership

    John White's questions to Vitesse Energy Inc (VTS) leadership • Q4 2024

    Question

    John White of ROTH Capital Partners asked for clarification on the Lucero asset profile, specifically questioning what percentage of the properties are operated and confirming his observation that the working interest in Lucero's acreage is significantly higher than legacy Vitesse assets.

    Answer

    President Brian Cree confirmed that 'basically 100%' of the Lucero assets are operated. He also affirmed that Lucero's average working interest is substantially higher, at approximately 75% to 80%, compared to Vitesse's legacy average of around 3%.

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    John White's questions to Granite Ridge Resources Inc (GRNT) leadership

    John White's questions to Granite Ridge Resources Inc (GRNT) leadership • Q4 2024

    Question

    John White of ROTH Capital Partners asked whether volatile crude prices have put any planned 2025 wells from partners at risk of being rescheduled or canceled, potentially impacting guidance.

    Answer

    Executive Luke Brandenberg stated that for the ~60% of wells in the operated partnership program, Granite Ridge controls the decision and currently finds the economics attractive but will adapt if prices degrade. For the ~40% in the traditional non-op portfolio, he expressed confidence as many of these projects are already in process (spud or pad construction), making them difficult to stop.

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    John White's questions to Evolution Petroleum Corp (EPM) leadership

    John White's questions to Evolution Petroleum Corp (EPM) leadership • Q2 2025

    Question

    John White from ROTH Capital Partners inquired whether Evolution's acquisition strategy is focused on existing core areas or if the company would consider opening a new core area.

    Answer

    CEO Kelly Loyd explained that the company is evaluating acquisitions in both existing and potentially new core areas. He highlighted that Evolution's non-operator model provides the flexibility to enter new regions without a significant increase in G&A expenses, as it doesn't require establishing a new operational field team.

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    John White's questions to Evolution Petroleum Corp (EPM) leadership • Q1 2025

    Question

    John White of ROTH Capital Partners asked for an update on the company's capital expenditure outlook for the remainder of the fiscal year.

    Answer

    CFO Ryan Stash responded by reaffirming the company's existing full-year guidance. He stated that the previously announced range of $12 million to $14.5 million for total fiscal year 2025 CapEx remains a good estimate.

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    John White's questions to Evolution Petroleum Corp (EPM) leadership • Q4 2024

    Question

    John White of ROTH Capital Partners asked for details on recent SCOOP/STACK drilling activity, including the dominant operators and the geological formations being targeted. He also sought confirmation on the timing for upcoming horizontal wells in the Chaveroo field.

    Answer

    CEO Kelly Loyd identified Canvas and Continental as the primary operators for the recent SCOOP/STACK wells. He confirmed the wells are horizontal and are targeting the Woodford and Mississippian formations, with a couple of Springer wells as well. Mr. Loyd also affirmed that the four new horizontal wells at Chaveroo are scheduled to begin in the second fiscal quarter of 2025, which corresponds to the fourth calendar quarter of 2024.

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    John White's questions to Ring Energy Inc (REI) leadership

    John White's questions to Ring Energy Inc (REI) leadership • Q3 2024

    Question

    John White from ROTH Capital Partners was in the queue but stated that his questions had already been answered by previous exchanges.

    Answer

    As John White withdrew his question, no response was provided by management.

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    John White's questions to Ring Energy Inc (REI) leadership • Q2 2024

    Question

    John White of ROTH Capital Partners sought clarification on whether Ring Energy's increased production guidance was accompanied by an increase in its capital expenditure budget for the year.

    Answer

    Paul McKinney, Chairman and CEO, confirmed that the CapEx budget has not been increased; rather, the guidance midpoint represents a slight reduction. He attributed this to lower costs in the oilfield services sector and internal efficiencies, which allow the company to drill and complete its planned wells for less than originally estimated. Alex Dyes, EVP of Engineering and Corporate Strategy, added that a presentation slide details the 3% reduction in the midpoint of the updated guidance.

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    John White's questions to Highpeak Energy Inc (HPK) leadership

    John White's questions to Highpeak Energy Inc (HPK) leadership • Q3 2024

    Question

    John White asked about HighPeak's plans to offset its successful Kallus Middle Spraberry well, including the potential timing and direction of a follow-up well. He also noted the continued strong well results from the Wolfcamp A and Middle Spraberry formations as the company expands north and east in its Flat Top block.

    Answer

    President Michael Hollis responded that the company is extremely excited by the Kallus well results. Instead of a direct offset, he stated they would likely step out a few miles north, south, or east in the next one or two quarters to delineate a larger portion of their acreage. Hollis emphasized that the vast majority of their 300 identified Middle Spraberry locations are not yet included in their sub-$50 breakeven inventory, suggesting significant potential to grow this high-value inventory as they continue to de-risk the formation.

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