Are there any changes to the 2025 production guidance or cost guidance in light of the new drilling program? | INR (Aug 11, 2025) | Candlesense

Are there any changes to the 2025 production guidance or cost guidance in light of the new drilling program?

Answer to the question

No – the company explicitly says it “maintains 2025 guidance” despite the new drilling program in Pennsylvania and Ohio. In its Q2‑2025 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 natural‑gas‑weighted pad in Pennsylvania, the July‑start drilling of seven wells (≈118,000 ft of lateral) and the placement of an oil‑weighted well into sales in the Ohio Utica suggest incremental output, but the company has not re‑projected 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 modest‑upward bias since the earnings release (the sentiment score of 35 suggests neutral‑positive market sentiment). The lack of a guidance revision removes a common source of volatility, which can be supportive for short‑term buyers. The stock is currently testing a short‑term resistance near $2.15 (the post‑earnings high); a break above with volume would suggest continuation, while a failure to hold could see a pull‑back toward the 20‑day EMA (~$2.02).

Actionable insight – With guidance unchanged and a modestly positive sentiment backdrop, the trade‑setup leans toward a “hold / add on dip” for investors already long. If you are neutral, consider a small‑size long position on a breakout above the recent high (≈$2.15) with a stop near the 20‑day EMA. Conversely, a clear break below the 20‑day EMA could trigger a short‑term profit‑take 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.

Other Questions About This News

How did the Q2 2025 earnings and revenue compare to the company's own guidance and analyst expectations? What were the key drivers behind the reported results (e.g., commodity prices, production volumes, operational efficiency)? How does the new natural‑gas‑weighted pad in Pennsylvania affect the company’s forward production outlook? What is the expected incremental production (MMcf/d or BOE) from the newly drilled wells and the eight completed wells? What is the expected timeline for the oil‑weighted well in the Ohio Utica to reach first production and revenue? How does the 777-stage completions compare to the prior quarter’s drilling activity and to peer companies? What is the company's cash flow generation in Q2 and how does it support capital‑expenditure plans for the remainder of 2025? What is the remaining capital budget for 2025, and does the company have sufficient liquidity to fund the additional pad and drilling program? How does the current natural‑gas price environment (e.g., Henry Hub, NYMEX) impact the company’s profitability and guidance? What are the expected royalty, tax, and operating expense impacts from the new Pennsylvania pad? How does this quarter’s performance compare with peer companies in the Appalachian basin (e.g., EQT, Antero, Chesapeake)? What is the company’s debt level and covenant compliance after Q2 results? Is there any impact on the company’s hedge position or commodity risk management strategy? What are the potential upside or downside scenarios for the new pad and Utica well under different price assumptions?