"I am not betting against Jerry or the reservoirs. The NG is there. I think the only market that works for the Western HA is the overseas LNG market. I wish them well. "
Dale Walton's Discussions
GEP #1 Johnson in Robeline 9N 9W
3 Replies
For those following the above step out well, GEP drilled a short one mile lateral and released the rig and it moved over to their other step out in Pendelton Many. Continue
Started this discussion. Last reply by Skip Peel - Mineral Consultant Mar 5.
Dale Walton's Page
Latest Activity
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion COMSTOCK ANNOUNCES $1.65 BILLION STRATEGIC PARTNERSHIP WITH SOCAR AND $450 MILLION DRILLING JOINT VENTURE WITH JERRY JONES
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion COMSTOCK ANNOUNCES $1.65 BILLION STRATEGIC PARTNERSHIP WITH SOCAR AND $450 MILLION DRILLING JOINT VENTURE WITH JERRY JONES
"Desperate people do desperate things. At least they did not resort to making a deal with Putin. "
landownerDale Walton replied to youngbird's discussion Nacogdoches County TX and Apex and other offers Summer 2026
"That vertical well has some perfs in the Haynesville. J-W along with Camterra used this type of operation to hold deep rights in Elm Grove by calling the completion Lower Cotton Valley. A lot of minerals owners got screwed and a lot of…"
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion Why are natural gas prices staying so low?
"Apex and the “war” that boosted oil prices by $20 plus dollars per barrel. Word is Apex is looking to exit later this year for Citadel so that should help. The insanity needs to stop. "
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion Why are natural gas prices staying so low?
"Could be because companies like Apex are running 14 rigs. "
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion Red Wolfpack Resources - Sabine Parish
"Ex Tellurian it looks like. "
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion Haynesville Deep Phase 1 3D Seismic map in the group Natchitoches Parish
"It is both Expand and GeoSouthern who are underwriting it. "
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion GEPH II forms Haynesville Unit in the Robeline Field in the group Natchitoches Parish
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion Aethon Leasing In Bienville in the group Bienville Parish, LA
"15N 8W has ONE Haynesville well in the entire township and it is in Section 6 almost in 15N 9W. If Aethon, or anyone else, is trying to push the limits of the Haynesville east beyond the previous barrier it would be advisable to wait to lease…"
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion COMSTOCK RESOURCES, INC. REPORTS SECOND QUARTER 2026 FINANCIAL AND OPERATING RESULTS
"Stock should get hammered with this overspend. No way the Western Haynesville is economic at these prices. Guess they have to drill for HBP and NG plant commitments. "
landownerDale Walton replied to Rodney Anderson's discussion Well pad damages
"The poster after you did not. Don’t be so sensitive. "
landownerDale Walton replied to Rodney Anderson's discussion Well pad damages
"Uh, Rodney does not own the minerals under the land. That is why I offered up that there is really no incentive for putting up with the pad and the headaches that come with it if possible. "
landownerDale Walton replied to Rodney Anderson's discussion Well pad damages
"If you don’t own the minerals and therefore will not share in the production I would not recommend allowing a pad. Granted the mineral lease will govern this but you can certainly make it undesirable for them. That surface…"
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion Post War LNG Analysis by Columbia University
"For sure, times are changing with the new technology. "
landownerDale Walton replied to Skip Peel - Mineral Consultant's discussion Post War LNG Analysis by Columbia University
"You don’t need a study by Columbia to come to that conclusion. Japan has no domestic oil or gas assets. They are buying power for their country in the form of LNG. When Apex sells look for them to be the buyer. "
landownerDale Walton replied to Jesse Joyner's discussion BPX permitted two new 4-section super wells in Elm Grove Field.
"4 section laterals are done where surface and leases dictate such. Due to the amount of perforated feet yes they will have excellent initial flow rates. But keep in mind that 4 sections share in this production. The actual sweet…"
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