Friday, May 4, 2012

Devon's Earning Call Transcript

Devon's earnings call transcript:
http://seekingalpha.com/article/552361-devon-energy-s-ceo-discusses-q1-2012-results-earnings-call-transcript

2 comments:

  1. Kirk,

    What's your take on DVN's negative comments on their existing TMS wells?

    Thanks,
    Danny

    ReplyDelete
  2. Danny,
    No doubt, Devon's tone was drastically different from their analyst meeting a couple of weeks ago. Their first two wells are disappointing. The most important fact is that Devon is still leasing and raising their offers.

    ReplyDelete