MTDR
Market read
The latest filing evidence is available. 0 of 20 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if MTDR's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 20 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“36 Net Cash Used in Investing Activities The increase in net cash used in investing activities between the periods was primarily due to (i) a $1.10 billion increase in expenditures related to the acquisition of oil and natural gas properties, primarily the BL…”10-Q · Aug 7, 2026 ↗
“Further, approximately 3% of our reported natural gas production for the six months ended June 30, 2026 was attributable to the Haynesville shale play, which is not exposed to Waha pricing.”10-Q · Aug 7, 2026 ↗
“The increase in interest expense for the six months ended June 30, 2026 compared to the six months ended June 30, 2025 was primarily due to a $175.8 million increase in average debt outstanding under the Credit Agreement, a $200.5 million increase in average…”10-Q · Aug 7, 2026 ↗
“These increases were primarily attributable to the increased number of wells being operated by us, including 204 wells from the Ameredev Acquisition, and operated by other operators (where we own a working interest) and to operating cost inflation for the six…”10-Q · Jul 25, 2025 ↗
Valuation discipline
Price/sales 2.1× · EV/sales 3.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MTDR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-07 against the comparable filing from 2025-07-25.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“The increase in interest expense for the three months ended June 30, 2026 compared to the three months ended June 30, 2025 was primarily due to a $164.5 million increase in average debt outstanding under the Credit Agreement, a $198.0 million increase in average debt outstanding under the San Mateo Credit Facility, and a $250.0 million increase in the weighted average of senior notes outstanding between the periods, partially offset by lower interest rates.”
“The increase in interest expense for the six months ended June 30, 2026 compared to the six months ended June 30, 2025 was primarily due to a $175.8 million increase in average debt outstanding under the Credit Agreement, a $200.5 million increase in average debt outstanding under the San Mateo Credit Facility, and a $158.9 million increase in the weighted average of senior notes outstanding between the periods, partially offset by lower interest rates.”
“The decrease in purchased natural gas expense was primarily due to a decline of approximately 910% in average Waha pricing resulting in negative prices during the current period, which was partially offset by a 55% increase in volumes purchased due to the weaker market pricing.”
Point-in-time filing assessment published from the live pipeline.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We also secured firm transportation on Energy Transfer’s Hugh Brinson Pipeline, which is expected to come online in the fourth quarter of 2026, to move 500,000 MMBtu per day of natural gas production out of the Permian Basin to East Texas and markets along th…”
“Certain of these agreements contain minimum volume commitments, including contracts related to firm transportation on Energy Transfer’s Hugh Brinson Pipeline.”
“In addition, we achieved several key capital resources objectives during the year, including generating free cash flow, paying down a portion of the borrowings that funded the Ameredev Acquisition, increasing our quarterly cash dividend and earning performanc…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
MTDR is currently a Follower in the organic co-movement group Oil & Gas Producers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.