May. 12 at 11:03 PM
$INR (Infinity Natural Resources)
The name needs to be fixed here, but I highly recommend deep diving into this stock.
Infinity Natural Resources only missed GAAP net income targets because of derivative losses. If you strip out the hedging distortions the core business actually generated an adjusted EPS of
$1.76 nearly double the consensus wall street estimate of
$0.91
The production is surging here since acquiring the Antero Resources Ohio Utica assets
$AM $AR
Unhedged market exposure will increase as new well volume comes in. Oil hedges drop significantly Q1 2027 Assuming oil prices are still elevated due to global conflicts they will be able to capitalize on this.
https://s204.q4cdn.com/940357400/files/doc_financials/2026/q1/1Q26-INR-EARNINGS-CALL-PRESENTATION.pdf
