Mid-Continent NatGas, NGL Realizations Take Toll on SandRidge

SandRidge Energy Inc. saw a fourth quarter net loss of $249 million, driven largely by a non-cash write down.

"This was a challenging year for SandRidge with financial results impacted by low and volatile commodity prices, particularly with regard to Mid-Continent natural gas and NGL realizations,” John Suter, Interim President and CEO, said in a written statement.

“To adapt, we adjusted capital spending for the fourth quarter by deferring projects to minimize outspend and generate moderate free cash flow. Even with the deferral of fourth quarter projects, we delivered within or exceeded all operational guidance metrics. Entering 2020, we remain focused on our strategy to maximize value for our shareholders by relentlessly driving cost reduction and pursuing only high return opportunities. Our reduced capital spending plan is expected to generate positive free cash flow assuming $53 per Bbl and $2.15 per MMBtu. We continue to remain flexible with contingent development plans should commodity prices improve."

For the full year of 2019, the company reported a net loss of $449 million. Its adjusted net loss amounted to $30 million, operating cash flow totaled $129 million and adjusted EBITDA was $135 million for the year.

Production totaled 2.7 MMBoe (31% oil, 21% NGLs and 48% gas) for the fourth quarter and 12.0 MMBoe (30% oil, 24% NGLs and 46% natural gas) for the full year of 2019. SandRidge did not bring any new wells to sales during the fourth quarter.

In 2020, the company plans to spend $25 - $30 million in total capital expenditures allocated between the North Park Basin and Mid-Continent. With this capital plan, it expects to be free cash flow positive assuming $53 per barrel and $2.15 per MMBtu. Total production for 2020 is projected to be 7.7 - 8.6 MMBoe.

Earlier this month, the company revealed that layoffs were on the horizon for April. The company has been under fire by activist Carl Ichan since last year due to performance, and SandRidge’s stock has plummeted more than 40 percent since a 2016 bankruptcy.

At this writing, shares were trading at $2.20, up nearly 3 percent from the previous close.

To contact the author, email bertie.taylor@rigzone.com.

Mid-Continent NatGas, NGL Realizations Take Toll on SandRidge Mid-Continent NatGas, NGL Realizations Take Toll on SandRidge Reviewed by Crude Oil Brokers on 14:09 Rating: 5

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