-- Gulfport Energy Corp (GPOR) 周二公布了第一季度财报,数据显示其天然气总产量为每日9.968亿立方英尺当量(MMcfe/d),高于去年同期的9.293亿立方英尺当量/日。 截至3月31日的第一季度,该公司天然气日产量为905,770千立方英尺,高于去年同期的837,816千立方英尺,这反映出其核心运营区域的天然气产量有所增长。 该公司表示,第一季度石油和凝析油日产量从去年同期的5,282桶下降至3,738桶,而天然气凝析液日产量则从9,962桶增至11,432桶。 该公司补充道,Gulfport在第一季度从其尤蒂卡和马塞勒斯页岩气资产中获得了约8.33亿立方英尺当量/日的天然气产量,而SCOOP项目的产量为1.64亿立方英尺当量/日。 该公司表示,预计全年产量将在10.3亿至10.55亿立方英尺当量/日之间。 Gulfport公司表示,计划在2026年投入4亿至4.3亿美元的总资本,高于2025年的约3.9亿美元,以增加其核心运营区域的钻井和完井作业。 该公司表示,2026年将在尤蒂卡页岩气田钻探18口井,并投产20口井;在马塞勒斯页岩气田钻探6口井,并投产4口井;在SCOOP页岩气田计划钻探2口井。 Gulfport公司补充道,其运营井位数量已从2024年的约560个增加到700多个,足以支持约15年的钻井作业。 Gulfport公司表示,其所有业务的钻井效率均有所提高,马塞勒斯页岩气田的日钻井进尺增加了50%,SCOOP钻井周期时间比内部预期缩短了25%。
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Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from CAD4.20 to CAD6.40, applying a price-to-sales multiple of 13x our 2026 sales-per-share view (CAD0.49 using a USD/CAD exchange rate of 0.73x). We adjust our 2026 loss per share (LPS) estimate to -USD0.19 from -USD0.23 and our 2027 LPS view to -USD0.11 from -USD0.15. BLDP reported Q1 2026 revenue of USD19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to USD5.1M) and stationary power (up 775% to USD5.2M), though Bus revenue declined 46% to USD6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to USD52.8M, while the total backlog fell 5% to USD112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.
Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from $3.00 to $4.70, applying a price-to-sales multiple of 13x our 2026 sales-per-share view of $0.36. We adjust our 2026 loss per share (LPS) estimate to -$0.19 from -$0.23 and our 2027 LPS view to -$0.11 from -$0.15. BLDP reported Q1 2026 revenue of $19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to $5.1M) and stationary power (up 775% to $5.2M), though Bus revenue declined 46% to $6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to $52.8M, while the total backlog fell 5% to $112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.