Tag Archives: Mississippian

SandRidge Mississippian Trust I: Valuation Compelling After The Correction

By Richard Zeits: In an article published over a year ago (SA Top Idea: “SandRidge Mississippian Trust I: Risk Of Downward Repricing,” July 5, 2013), I warned that reported operating data for SandRidge Mississippian Trust I (NYSE:SDT) likely reflected very … Continue reading

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SandRidge Mississippian Trust I: Is There A Bottom?

ByRichard Zeits: In an article published a year ago (SA Top Idea: “SandRidge Mississippian Trust I: Risk Of Downward Repricing,” July 5, 2013) I warned that reported operating data for SandRidge Mississippian Trust I (NYSE:SDT) likely reflected very poor well … Continue reading

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SandRidge Mississippian Trust II: Analyzing Year-End Reserves

ByRichard Zeits: SandRidge Energy (SD), the sponsor of SandRidge Mississippian Trust II (SDR), this morning filed the 2013 annual report on Form 10-K for the Trust. Reserve Report Analysis Based on the filing, the Trust’s total proved reserves experienced a … Continue reading

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SandRidge Mississippian Trust I – PV-10 Update Reveals ‘Pig In A Poke’

ByDaniel R Moore: For the second year in a row, a major downward reserve adjustment was recorded at the SandRidge Mississippian Trust I (SDT). On March 14, 2014 the Trust published it 10-K report which contained an updated standardized measure … Continue reading

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SandRidge Energy: Mississippian Well Results Update

ByRichard Zeits: Executive summary: The article provides latest production test data for SandRidge’s (SD) Mississippian wells in Oklahoma. The fresh batch of test results made public last week shows wide variability in IP rates, but on average is in line … Continue reading

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SandRidge Gulf Of Mexico Asset Sale Is A Vote Of Confidence In Its Mississippian Play

By David White: SandRidge Energy Inc. (SD) is an oil and natural gas E&P company. It also owns and operates (with its subsidiaries) gas gathering and processing facilities and CO2 treating and transportation facilities; and it conducts marketing operations. Lariat … Continue reading

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Can SandRidge Find A Solution For The Variability Of The Mississippian Play?

ByRichard Zeits: The difficult to control variability of well results in the Mississippian fractured carbonate play remains one of the main challenges for operators. While the issue has been well documented, it is difficult to fully appreciate the degree of … Continue reading

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Can SandRidge Find A Solution For The Variability Of The Mississippian Play?

ByRichard Zeits: The difficult to control variability of well results in the Mississippian fractured carbonate play remains one of the main challenges for operators. While the issue has been well documented, it is difficult to fully appreciate the degree of … Continue reading

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SandRidge Mississippian Trust I: A Forecast Of Future Distributions

By The Forensic Accountant: SDT’s recent well production reports have been nothing but terrible news. But the stock price has also crashed. Where may it go from here? As part of a recent portfolio update, I conducted a deep technical … Continue reading

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Mississippian Oil Play: Another Setback?

ByRichard Zeits: There is hardly another horizontal oil play in North America that would have caused so much controversy and polarized opinions as the Mississippian Lime. In the latest development this week, an Associated Press article (which was widely re-printed … Continue reading

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