deltic stock is going nuts i guess because they have such a huge
mineral interest in the brown dense area and the leasing companies
are still going full bore so i would conclude that the well is a smoker.
anyone else have any insight?
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jeff -- where do you find this in their website?
thanks, treeman
Thanks tony,
Very interesting. Let's hope that this is the next big play in North Louisiana.
Absolutly.
There are big players tying up vast tracts of land with 4 year leases with 4 year kickers.
This is causing many prospects to go undrilled, because smaller operators and wildcatters can't get the acerage blocks we need. We would have drilled two to three wells in south AR this year, but were unable to get enough land leased. the big players, whose leasing agents include Triad and Pinebelt refuse to do any farmouts (that I know of). This in turn hurts the Royalty owners, by preventing them from having any production in the near term. It also ties up vast tracts of land for such a long period, that the mineral owners are essentially denying themselves the opportunity to lease later if this mythical play turns out to have any merit.
EOG has assigned a large number of leases from Atlanta Exploration and Border to Pinebelt so it looks like they are out of the game.
Southwestern Energy has built a natural gas refueling station outside Damascus Arkansas.
Where, may I ask, were all these “smaller operators” and “wildcatters” 12 months ago before the “big boys” moved in?
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Posted by don burkett on September 17, 2026 at 10:08
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