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    Peyton Dorne

    Research Analyst at UBS

    Peyton Dorne is an analyst at UBS, focusing on equity research and stock ratings with a specialization in quantitative and qualitative analysis across various sectors. Dorne has recently covered companies such as Comstock Resources, where notable calls include a high-profile downgrade based on valuation concerns, reflecting a rigorous and data-driven approach. With a career anchored at UBS, Dorne is recognized for strong analytical performance, delivering timely investment insights and actionable ratings on publicly traded companies. Dorne's professional background includes advanced financial training and industry-standard credentials, underscoring a commitment to in-depth market research and objective investment analysis.

    Peyton Dorne's questions to GULFPORT ENERGY (GPOR) leadership

    Peyton Dorne's questions to GULFPORT ENERGY (GPOR) leadership • Q2 2025

    Question

    Peyton Dorne of UBS asked for more color on the production volume trajectory heading into 2026, given the planned activity slowdown in the latter half of 2025. He also questioned if Gulfport might consider instituting a base dividend in the future to preserve its public float and trading liquidity, a theme highlighted in the preferred stock redemption announcement.

    Answer

    CEO John Reinhart projected a production volume increase of approximately 10% in Q3, followed by a relatively flat Q4, establishing a strong and stable production base entering 2026. EVP & CFO Michael Hodges addressed the dividend question, stating that while it's monitored, the management team and board are highly satisfied with the value created by the share repurchase program and believe it remains the most attractive use of capital, so the strategy is unlikely to change for now.

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    Peyton Dorne's questions to Magnolia Oil & Gas (MGY) leadership

    Peyton Dorne's questions to Magnolia Oil & Gas (MGY) leadership • Q2 2025

    Question

    Peyton Dorne of UBS requested clarification on the impact of new legislation on the company's cash tax rate for 2025 and 2026, and inquired about the potential for further reductions in operating costs.

    Answer

    CEO Christopher Stavros confirmed that cash taxes for 2025 are expected to be "negligible" and likely similar in 2026 under current commodity prices, a significant improvement. On operating costs, Stavros noted that while lower workover activity helped in Q2, ongoing field-level efficiency initiatives are also contributing. He guided for LOE to normalize around $5.25 per BOE but expressed hope for continued improvement.

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    Peyton Dorne's questions to Magnolia Oil & Gas (MGY) leadership • Q2 2025

    Question

    Peyton Dorne asked for clarification on the minimal cash tax rate guidance for 2025 and 2026 following new legislation. He also questioned if further reductions in operating costs, particularly Lease Operating Expense (LOE), were possible after a strong Q2 performance.

    Answer

    CEO Christopher Stavros confirmed that cash taxes for 2025 would be "negligible" and likely similar in 2026 at current prices, a significant reduction from previous guidance. On operating costs, Stavros attributed the low Q2 LOE to a lighter workover quarter but also noted broad, ongoing improvements in field-level costs. He expects LOE to normalize around $5.25 per BOE, which is still lower than the prior year, with hopes for further improvement.

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