股价表现 - Crescent Energy (CRGY) 在最新交易日收盘价为 $11.67，较前一日下跌了 1.52% [1] - Crescent Energy 过去一个月股价上涨了 8.12%，而同期石油能源行业上涨了 8.14%，S&P 500 上涨了 1.6% [2] 财务预测 - 预计 Crescent Energy 将公布每股收益为 $0.18，较去年同期下降了 43.75%，预计营收为 $570.09 亿美元，较去年同期下降了 3.4% [3] - Zacks Consensus Estimates 预测全年每股收益为 $1.15，营收为 $2.39 十亿美元，较去年同期分别下降了 60.48% 和增长了 0.5% [4] 估值和行业排名 - Crescent Energy 目前的前瞻市盈率为 10.35，相对于行业平均前瞻市盈率 25.69，显示出折价 [7] - 另类能源 - 其他行业属于石油能源行业，目前该行业在所有 250+ 个行业中排名前 37% [8] Zacks Rank 系统 - 最近分析师对 Crescent Energy 的估值发生了变化，这些调整通常反映了短期业务模式的变化 [5] - 研究表明这些估值变化与近期股价直接相关，公司形成了 Zacks Rank 模型，该模型包括这些估值变化并提供了一个可行的评级系统 [6] - Zacks Rank 系统从 1 (强热门) 到 5 (强卖出)，拥有令人印象深刻的业绩记录，Crescent Energy 目前持有 Zacks Rank 3 (持有) [7] 行业实力 - Zacks Industry Rank 通过测量组内个别股票的平均 Zacks Rank 来衡量我们行业群体的实力，研究表明排名前 50% 的行业胜过后 50% 的行业 [9] 数据跟踪 - 使用 Zacks.com 跟踪所有这些影响股价的指标，并在即将到来的交易日中使用 [10]

发行优先票据 - Crescent Energy Company宣布其间接子公司Crescent Energy Finance LLC已定价其之前宣布的私人配售，向符合条件的购买者发行了总额为7.625%的2032年到期的7亿美元的优先票据[1] - 该公司打算利用此次发行的净收益，以及在循环信贷设施下的额外借款，现金购买其未偿还的2026年到期的7.250%的优先票据，并在收购优先票据后，用于全额赎回未在收购中购买的优先票据[2] - 该公司计划仅向合格的机构投资者根据《证券法》第144A条规定和根据《证券法》第S条规定向美国以外的人出售票据和相关担保[3]

CRESCENT ENERGY COMPANY Estimated Future Reserves and Income Attributable to Certain Leasehold and Royalty Interests SEC Parameters As of December 31, 2023 ...

HOUSTON--(BUSINESS WIRE)--Crescent Energy Finance LLC (“CE Finance”), a wholly owned subsidiary of Crescent Energy Company (“Crescent”) announced today that it has commenced a cash tender offer (the “Tender Offer”) to purchase any and all of the outstanding senior notes (the “Notes”) listed in the following table upon the terms and conditions described in CE Finance’s Offer to Purchase, dated March 19, 2024 (the “Offer to Purchase”). Principal Amount Purchase Price per Issuer (1) Title of Security CUSIP Num ...

HOUSTON--(BUSINESS WIRE)--Crescent Energy Company (NYSE: CRGY) (“we” or “our”) announced today that, subject to market conditions, its indirect subsidiary Crescent Energy Finance LLC (the “Issuer”) intends to offer for sale in a private placement pursuant to Rule 144A and Regulation S under the Securities Act of 1933, as amended (the “Securities Act”), to eligible purchasers $700 million aggregate principal amount of Senior Notes due 2032 (the “Notes”). The Notes will be guaranteed on a senior unsecured bas ...

HOUSTON--(BUSINESS WIRE)--Crescent Energy Company (“Crescent” or the “Company”) (NYSE: CRGY) today announced the pricing of an underwritten public offering of 12,000,000 shares of its Class A common stock, par value $0.0001 per share (“common stock”), at a price to the public of $10.50 per share, pursuant to a registration statement on Form S-3 (the “Registration Statement”) filed on March 6, 2024 with the U.S. Securities and Exchange Commission (the “SEC”). The common stock is being offered by Independence ...

HOUSTON--(BUSINESS WIRE)--Crescent Energy Company (“Crescent” or the “Company”) (NYSE: CRGY) today announced the commencement of an underwritten public offering of 12,000,000 shares of its Class A common stock, par value $0.0001 per share (“common stock”). The common stock is being offered by Independence Energy Aggregator L.P. (the “Selling Stockholder”), the direct owner of the shares being offered and the entity through which certain unaffiliated limited partners and affiliated entities hold their intere ...

bjdlzx Crescent Energy (NYSE:CRGY) beat a lot of consensus forecasts with the current earnings report. At first, the market was pointing to things like hedging gains and other things that are not really valued. But coming right behind that is some solid operational gains mentioned in the conference call. The only thing the operational gains need is enough new wells for those effects to become material to the quarterly reporting. Since the unconventional business has a sharp first year decline rate, that mat ...

财务数据和关键指标变化 - 公司在2023年全年表现出色,超额完成了提高的业绩指引目标,特别是在产量、资本支出和自由现金流方面的表现超预期 [11] - 2023年第四季度公司产量平均达到165,000桶油当量/天,创下新纪录,同时也创造了276百万美元的经调整EBITDA和102百万美元的有杠杆自由现金流 [35] 各条业务线数据和关键指标变化 - 公司在Eagle Ford地区的两笔收购交易在第四季度首次体现在业绩中 [35] - 公司在第四季度在Eagle Ford和Uinta地区分别投产了17口和3口新井,这些新井的早期表现良好,预计在当前商品价格水平下可以实现超过2倍的资本回报率 [36] 各个市场数据和关键指标变化 - 公司预计2024年产量将达到155,000-160,000桶油当量/天,较2023年增长约6%,而资本支出将保持稳定,这得益于公司出色的运营团队和资产基础的高效率 [37] 公司战略和发展方向及行业竞争 - 公司坚持通过收购实现增长的策略,2023年完成了两笔Eagle Ford地区的收购,并在2022年收购了Uinta盆地的资产,这些收购交易都产生了超出最初预期的价值 [18][19][20][21][22][23][24][25][26][27] - 公司认为自己是行业内最佳的收购增长型公司,拥有丰富的投资和运营专长,加上强大的资产负债表,能够以有吸引力的价格收购优质资产 [28][29] - 公司致力于成为一家投资级公司,通过资产规模和财务纪律的提升,以及对资本的复合增长,来创造长期价值 [28] 管理层对经营环境和未来前景的评论 - 公司对2024年及以后的前景保持乐观,认为自身已做好准备,能够继续保持出色的表现,实现自由现金流的强劲增长 [10][37][44][48] - 公司将继续专注于提高资本效率、优化现有资产和执行收购增长战略,为投资者创造价值 [10][16][17][27] - 公司认为自身的独特业务模式和运营专长,使其成为最佳的长期石油天然气价格投资标的 [48] 问答环节重要的提问和回答 问题1 **Neal Dingmann提问** 询问公司如何平衡股票回购和并购机会 [51][52] **Brandi Kendall回答** 公司将继续保持资本配置的优先顺序,即先保证资产负债表健康和稳定的股息,然后再考虑回购和并购等其他投资机会 [52][53] 问题2 **John Abbott提问** 询问公司是否考虑取消优先股以进一步简化公司结构 [60][61][62] **David Rockecharlie回答** 公司认为目前的股权结构有利于保持战略的连续性和获得股东的支持,不打算取消优先股 [61][62] 问题3 **Tarek Hamid提问** 询问公司为何从过去的EBITDA百分比股息政策转变为固定股息 [72][73][74][75][76][77] **David Rockecharlie回答** 公司认为固定股息政策能够提高股息的可预测性,符合公司长期以来的资本回报策略,没有实质性改变 [72][73][74][75][76][77]

FY’23 Results Conference Call Disclaimer The information in this presentation relates to Crescent Energy Company (the “Company” or “CRGY”) and contains information that includes or is based upon “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, included in this presentation, including statements regarding ...