Devin Fitzgerald

Oil & Gas Non-Op Investor | AAPG Certified Petroleum Geologist #6357 | Upstream Consultant: Talks Small Business, finance, & Energy

[Devin Fitzgerald @DevinFitzEXP247]

I have passed along deals to many groups lately here within Ohio Utica. There are a bunch of folks saying that Eastern Tuscarawas is too far West. My opinion is those people are wrong. #EFT #utica #eog #oil #Ohio Likely $WMB and $EOG talking restructuring midstream agreements.

[Devin Fitzgerald @DevinFitzEXP247]

Apex Energy (backed by Carnelian) that sold to CNX for 505 MM has been quietly building a nice leasehold position in Monroe County, Ohio. #naturalgas #Utica #Appalachia #Eft

[Devin Fitzgerald @DevinFitzEXP247]

@trevor_rose_ I just find it fascinating that exactly one year ago they were turning this fund into a natural gas fund.

[Devin Fitzgerald @DevinFitzEXP247]

@Jerry__Coffee @trevor_rose_ 🤣👍

[Devin Fitzgerald @DevinFitzEXP247]

@Jerry__Coffee @trevor_rose_ That is like saying, damn boys shes just too good looking to take home...

[Devin Fitzgerald @DevinFitzEXP247]

@RyanOHanlon19 @zacurate @parkertankus I think you nailed it. I would only add PDPs are likely off the sheet, so no reserves will be reflected until they “buy-out” Carlyle.

[Devin Fitzgerald @DevinFitzEXP247]

Reading a Halliburton report from 2012 for one of my clients. Conclusion, "the gel frac job will grow to cover both the entire Lower Point Pleasant and Utica reservoirs, regardless of landing point." -wow...how far we have come in shale basins across the lower 48 since. #eft #oil

[Devin Fitzgerald @DevinFitzEXP247]

@theficouple You guys rock! At this point why not just knock out that debt and collect 250k a year on an unlevered RE portfolio with no debt?!

[Devin Fitzgerald @DevinFitzEXP247]

Well that aged well. #EFT #OOTT #OilPrices #WTI #Oil $CNQ

[Devin Fitzgerald @DevinFitzEXP247]

How you know you have "made it."
#eft #OOTT #Oil @willrayvalentin

[Devin Fitzgerald @DevinFitzEXP247]

@FracSlap The fact that they blasted out the 6B number then come back and start yelling at others is willlddd.

[Devin Fitzgerald @DevinFitzEXP247]

One of Hart's better articles.
When I look at LNG export demands, I worry that we do not discuss the supply side enough. Firm contracts, spacing, logistics; assuming the supply will always be there...#EQT #EXE #NaturalGas #lng #EFT

https://t.co/GNbQLsb0FU

[Devin Fitzgerald @DevinFitzEXP247]

Our Geo firm has been selling "Green, Yellow, and Red," maps. We go inside of a county; section by section in Appalachia and show you where to buy while avoiding large fault systems. Maps are $0.25 an acre with a two township minimum. #Utica #marcellus #nonop #minerals #EFT

[Devin Fitzgerald @DevinFitzEXP247]

@zacurate @Producers88 No Marcellus wells. Not sure why they put that in there. Just remember on the Southern Asset they are >95% NRI bc they own 130k mineral acres as well as the leasehold. Northern asset has been much better; better geomechanical properties to the North. Detrital muds a prob in south

[Devin Fitzgerald @DevinFitzEXP247]

@Reignots That was all I knew; betting $Meta is involved in some capacity.

[Devin Fitzgerald @DevinFitzEXP247]

@Reignots 9.2 GW natural gas fired power plant near Portsmouth, OH. I heard Softbank subsidiary will be plant operator.

[Devin Fitzgerald @DevinFitzEXP247]

@Reignots Even the Ohio insiders don't have names yet.

[Devin Fitzgerald @DevinFitzEXP247]

Rumor is @KingJames wants in the Mineral biz. Call me LBJ, I would be honored to run James Royalty Corp. In Appahchia! See you in 26-27 in the land. #eft #oott #oil #cavs

[Devin Fitzgerald @DevinFitzEXP247]

@garquake I think in the US we are going to hit a supply wall before all the new LNG can be exported somewhere in that 20 BCF range. We need to be spending more capital on underground natty storage to help with the volatility.

[Devin Fitzgerald @DevinFitzEXP247]

@SheDrills FYI looks like you have a new accountant, guessing this isn't you?