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Nicholas O'Grady

Chief Executive Officer & Director, NORTHERN OIL & GAS INC

Search every verified Nicholas O'Grady interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Nicholas O'Grady, CEO of Northern Oil and Gas, discussed the company's second-quarter fiscal 2026 results during an August ‌7 earnings call. He reported that adjusted EBITDA grew 70 percent sequentially and free cash flow rose over 400 percent from the prior quarter to $159 million. O'Grady noted that Q2 included significant production curtailments due to challenging Waha natural gas economics and volatile pricing. Management also cited a drilled but uncompleted list of 52 net wells and an increased stock repurchase authorization to approximately $243 million. O'Grady addressed the company's non-operated business model, acknowledging perception challenges in public markets where NOG is often compared to E&P operators. He argued that NOG should be evaluated on the value of its investments over time rather than solely on production guidance, and highlighted the company's approach to annually budgeting for new acquisitions, which he said allows it to replace inventory year after year. He also discussed capital allocation flexibility, noting that in Q2 the company pivoted to acquiring over six net wells weighted to the Permian and Bakken, and stated that if assets were worth the low end of expectations, selling half would imply a stock value more than triple current levels.

Recent appearances

  • NORTHERN OIL & GAS, INC. Q2 FY26 Earnings Call | Full Recording | NOG

    August 07, 2026 · 📺 Alfa finder USA

    Full NORTHERN OIL & GAS, INC. (NOG) Q2 FY26 earnings call — complete recording with CEO/CFO commentary and analyst Q&A. 📈 Growth: Adjusted EBITDA grew 70% sequentially, while free cash flow increased over 400% from the first quarter to $159 million. ⚠️ Risks: Significant production curtailments occurred in Q2 due to challenging Waha natural gas economics and volatile pricing environments. 🎯 Outlook: Management reported a DNC list of 52 net wells and increased stock repurchase authorization to approximately $243 million. Stock: NOG | Sector: Energy · Oil & Gas E&P NORTHERN OIL & GAS, INC. st…

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  • Northern Oil and Gas NOG Q2 2025 Earnings Call

    September 14, 2025 · 📺 Fyfull

    --------- Northern Oil and Gas NOG Q2 2025 Earnings Call --------- In this video, we’ll cover the latest quarterly earnings results, key financial metrics, and business highlights from the most recent reporting period. 🔔 Don’t forget to subscribe and follow us on X for more updates: https://x.com/Fyfull2 Disclaimer: This video includes segments from official corporate earnings calls and presentations, used for educational and informational purposes under fair use (Section 107, U.S. Copyright Act). No affiliation or endorsement by the companies mentioned is implied. All content rights remai…

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