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Visual21 Nov 2025
Data center suppliers
Vitesse (VTS) investor relations material
Vitesse 17th Annual Southwest IDEAS Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.17th Annual Southwest IDEAS Conference summary20 Nov, 2025
Key business developments
Maintains focus on non-operated wells in North Dakota's Bakken and Colorado's DJ Basin, with over 50,000 net acres and a consistent acquisition strategy to control capital spending.
Prioritizes a dividend yield over 10%, with capital allocation decisions centered on sustaining this payout and maintaining a strong balance sheet.
Closed the Lucero acquisition in March, adding limited operated capabilities and integrating a Denver-based team, while remaining primarily non-operated.
Production averages 17,000–17,500 Boe/day, with 65% oil, and over 200 future drilling locations, emphasizing returns and dividend stability over production growth.
Settled a significant lawsuit with Hess regarding royalty allocations, resulting in compensation and improved contract terms.
Industry trends and technology
Operators in the Bakken are deploying longer laterals (three to four miles), improving recoveries and economics, especially in previously lower-tier acreage.
Well costs per lateral foot have declined 26% (46% inflation-adjusted) since 2014, while first-year production per lateral foot has increased 75%.
About 50% of new well proposals feature three- or four-mile laterals, with creative drilling techniques like horseshoe laterals emerging.
The company leverages a proprietary data system covering 7,000+ wells, integrating AI for enhanced decision-making and operational efficiency.
The Bakken basin continues to develop with denser well spacing and expanded drilling targets, supporting long-term asset value.
Capital allocation and risk management
Dividend preservation is the top priority, with flexibility to reduce capital spending or acquisitions to protect payouts.
Plans for lower capital spending in the coming year due to market uncertainty and increased competition from private capital in acquisitions.
Maintains a strong balance sheet, targeting leverage below 1x, and considers share buybacks only if share price dips significantly.
About 45% of oil and gas production is hedged for 2025, with oil price floors around $64 and ceilings at $66, and gas hedged through Q1 2027.
Expects to weather oil prices in the high $50s through 2026, with readiness to capitalize on acquisition opportunities as weaker peers divest.
Dividend protection levers below $50 oil
Why slow on AFE acquisitions now?
How 3-4 mile laterals improve Bakken economics?
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Frequently asked questions
Vitesse Energy, Inc. is a non-operated working and royalty interest owner of oil and gas assets primarily in the Bakken oil field in North Dakota. The company’s business began in 2013, but the public entity Vitesse Energy, Inc. was formed August 5, 2022. Vitesse Energy, Inc. is a spin-off from Jefferies Financial Group Inc. Vitesse Energy, Inc. became a publicly traded company on the New York Stock Exchange in January 2023.
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