Curious that there have been no updates on this at all from Kodiak. We know they sold 80 million plus in assets to Triangle as part of the effort to consolidated their holdings and raise their working interests. Their October presentation still lists 195K acres but this would not be true if the Triangle deal is the only one they have made.
I think there have been a number of companies who simply shied away from making releases during the govt shutdown and (IMO) that is part of the reason we have heard little from KOG in the form of press releases. That said, I trust a lot of positive information is "leaking out" through back channels and that has resulted in the strong performance over the last month. I think the next Operations conf call is going to be a blockbuster with enhanced production and great news on updated pilot program results, which will assuredly lead to massive reserve upgrades in EOY report. Lex
I contacted the company a couple months back and they indicated no SEC filing was done as they did not consider the Triangle land sale "material" Apparently Triangle felt differently since they did an SEC filing. Just feel like there is a lot more going on behind the curtain. Judging by the stock action it likely is positive