#capital-expenditure-management

[ follow ]
#oil-and-gas-operations #operational-efficiency #commodity-price-risk #basin-concentration
from24/7 Wall St.
3 days ago

Is Chord Energy's Williston Mastery a Moat or a Trap?

In FY2025, Chord delivered oil volumes that exceeded original guidance by more than 1,000 barrels per day while capital came in approximately $60 million lower. Full-year CapEx landed more than $100 million below pro forma FY24, with oil volumes 1% higher year over year, and the company generated approximately $160 million in incremental run-rate free cash flow through continuous improvement.
Business
Venture
from24/7 Wall St.
1 week ago

Cuggino likes Meta for cost discipline: 'know where the lines are' on AI spending

Meta's disciplined AI spending framework prioritizes profitability maintenance while scaling infrastructure investment, distinguishing it from peers through cost containment and clear financial commitments.
[ Load more ]