SEA vs LNR, page-13

  1. 228 Posts.
    sharejon, I disagree with you.

    SEA's wet gas Eagle Ford acreage is not comparable to the crude oil window.

    Please see the map and the presentation below from EOG Resources (EOG)  that owns the sweet spot of the play. EOG's acreage is located at the CRUDE OIL window of the formation.

    EOG has a very small acreage at the wet gas and a small acreage at the dry gas window.

    ALL EOG's amazing results are coming from the crude oil window. ALL.

    Please see the map and these top-notch results (slides 17 and 21) below. All the information is there and everything is pretty obvious. Nothing is coming from the wet gas window:


    http://www.eogresources.com/investors/slides/InvPres_0814.pdf
 
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