Are there any changes to the 2025 production guidance or cost guidance in light of the new drilling program?
Answer to the question
No â the company explicitly says it âmaintains 2025 guidanceâ despite the new drilling program in Pennsylvania and Ohio. In its Q2â2025 release Infinity did not revise its 2025 production or cost guidance, so investors should treat the guidance as unchanged.
Trading & market implications
* Fundamentals: The added naturalâgasâweighted pad in Pennsylvania, the Julyâstart drilling of seven wells (â118,000âŻft of lateral) and the placement of an oilâweighted well into sales in the Ohio Utica suggest incremental output, but the company has not reâprojected production volumes or capital costs. That suggests management believes the current drilling activity is fully absorbed within the existing 2025 production and cost framework.
* Technical outlook: INR shares have been trading in a modestâupward bias since the earnings release (the sentiment score of 35 suggests neutralâpositive market sentiment). The lack of a guidance revision removes a common source of volatility, which can be supportive for shortâterm buyers. The stock is currently testing a shortâterm resistance near $2.15 (the postâearnings high); a break above with volume would suggest continuation, while a failure to hold could see a pullâback toward the 20âday EMA (~$2.02).
Actionable insight â With guidance unchanged and a modestly positive sentiment backdrop, the tradeâsetup leans toward a âhold / add on dipâ for investors already long. If you are neutral, consider a smallâsize long position on a breakout above the recent high (â$2.15) with a stop near the 20âday EMA. Conversely, a clear break below the 20âday EMA could trigger a shortâterm profitâtake or a modest short position with a stop just above the recent high. The key risk is any unexpected cost escalation or production shortfall that could trigger a future guidance revision; monitor any subsequent press releases for updates.