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    Bakken Update: How Good Is Kodiak's New Acreage? Part VI

    Tue, 11/29/2011 - 06:36 EDT - Seeking Alpha
    • AXAS
    • BEXP
    • CLR
    • DNR
    • EOG
    • ERF
    • GMXR
    • HES
    • KOG
    • LINE
    • MDU
    • Michael Filloon
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    • QEP
    • WLL

    By Michael Filloon: In Part 4 of this series, I broke down Kodiak's (KOG) acreage into individual prospects. Of its current 155000 net acres, approximately 90000 is in the Polar and Koala leaseholds. To assess the value of this acreage, a comparison could be made to another recently acquired company. I have received a significant number of emails from investors wondering how Kodiak stacks up against Brigham (BEXP). No matter what the comparison is, it is always difficult to judge whether one leasehold is better than another this early in the development stage. It helps that Brigham has provided a significant amount of information, which will aid in developing a value.Brigham's acreage breaks down like thisComplete Story »

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    Related

    • Bakken Update: How Good Is Kodiak's New Acreage? Part III

      By Michael Filloon: In the first two parts of this series (Part I, Part II) I have analyzed the production of companies, like Brigham (BEXP), close to the acreage recently acquired or to be acquir

    • Bakken Update: How Good Is Kodiak's New Acreage? Part II

      By Michael Filloon: << Return to Part I

    • Bakken Update: How Good Is Kodiak's New Acreage? Part IV

      By Michael Filloon: << Return to Part III

    • Bakken Update: How Good Is Kodiak's New Acreage? Part V

      By Michael Filloon: << See Part IV

    • Bakken Update: Small Caps, Part IV

      By Michael Filloon: Click for Parts I , II , III .

    • Kodiak Bites Off More Bakken Meat

      Zman submits:KOG Adding More Acreage

    • Bakken Update: Buyout Candidates For The Second Half Of 2012 Part III

      By Michael Filloon: On January 1 of this year, I covered my Bakken stock picks for 2012. This four part series covered my favorite Bakken plays for this year. GeoResources worked real well as it was bought by Halcon (HK).

    • Bakken Update: Comparing Kodiak's Acreage To Newfield's

      By Michael Filloon: In my last article, I compared Kodiak (KOG) to Brigham (BEXP) in an attempt to show how good Kodiak's Koala wells are.

    • Bakken Update: Q4 IP Rates In Dunn County Part 2

      By Michael Filloon: In Bakken Update: Q4 IP Rates In Dunn County Part 1, I covered some of the oil producers in Dunn County, North Dakota. This Bakken area is often overlooked, as much of the attention is to the north in Sanish and Parshall fields. These fields have been good producers, but not as good as the Koala Prospect in McKenzie County.

    • Bakken Update: Oasis And Denbury Continue To Improve Initial Production

      By Michael Filloon: The third quarter had some very good results by producers active in the Williston Basin. The main story is focused around Twin Valley Field, where Whiting (WLL) had an IP rate of 7000+ Boe/d.

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