Ultra Petroleum Reports Record Production and Third Quarter 2006 Results

Date : 10/31/2006 @ 6:03PM
Source : PR Newswire
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Ultra Petroleum Reports Record Production and Third Quarter 2006 Results

* Production for the third quarter 2006 increased 25 percent from third quarter 2005 * Nine month 2006 production grew by 21 percent from the same period in 2005 * Third quarter 2006 production increased 21 percent from second quarter 2006

HOUSTON, Oct. 31 /PRNewswire-FirstCall/ -- Ultra Petroleum Corp. (AMEX:UPL) today reported earnings for the three-month period ended September 30, 2006, of $52.5 million or $0.33 per diluted share, a decrease from $60.9 million, or $0.38 per diluted share, for the same period in 2005. Operating cash flow(A) for the third quarter of 2006 was $106.3 million, or $0.66 per diluted share, essentially unchanged from $108.3 million or $0.67 per diluted share, for the same period in 2005.

Production for the third quarter of 2006 increased 25 percent to 23.6 billion cubic feet equivalent (Bcfe), compared to 18.8 Bcfe, for the same period in 2005. This is the highest quarterly production level ever achieved by Ultra Petroleum. Production for the three-month period ended September 30, 2006 is comprised of 20.5 billion cubic feet (Bcf) natural gas from Wyoming, 355.7 thousand barrels (MBbls) crude oil from China, and 158.2 MBbls crude oil from Wyoming. Including effects of hedging, average realized natural gas prices in Wyoming for the third quarter decreased to $5.68 per thousand cubic feet (Mcf) compared to $6.86 per Mcf during the same period in 2005, while average Wyoming crude oil prices increased to $70.61 per barrel (Bbl) compared to $65.20 per Bbl in 2005. Crude oil prices in China averaged $50.14 per Bbl during the third quarter of 2006 compared to $48.44 per Bbl for the same period in 2005. The company's net income and operating cash flow(A) margins for the third quarter amounted to 36 percent and 73 percent respectively.

Net income for the nine-month period ended September 30, 2006 was $170.6 million, or $1.05 per diluted share, up 17 percent from $146.1 million, or $0.90 per diluted share, for the same period in 2005. Operating cash flow(A) for the nine month period increased to $313.8 million, or $1.93 per diluted share, up 19 percent from $264.5 million, or $1.64 per diluted share, for the same period in 2005.

Production for the first nine months of 2006 increased to 63.2 Bcfe, compared to 52.4 Bcfe, a 21 percent increase from the same period in 2005. Production for the nine-month period ended September 30, 2006 is comprised of 53.5 Bcf natural gas from Wyoming, 1,206.9 MBbls crude oil from China, and 412.5 MBbls crude oil from Wyoming. Including the effects of hedging, average realized natural gas prices were $6.18 per Mcf during the nine-month period, compared to $6.14 per Mcf for the same period in 2005. China crude oil prices for the nine months ended September 30, 2006 averaged $56.62 per Bbl compared to $41.98 per Bbl, for the same period in 2005, while Wyoming crude oil prices averaged $67.81 per Bbl compared to $56.92 per Bbl in 2005.

During the third quarter 2006, the company retired stock in the amount of $101.0 million constituting 2,050,458 shares. On a cumulative basis, Ultra Petroleum purchased and retired 3,481,032 shares valued at $174.3 million at the end of the third quarter 2006. Total shares outstanding as of September 30, 2006 were 152,187,397. In conjunction with the share repurchase program the company incurred $5.2 million of withholding tax which will be included in the current income tax expense for the third quarter 2006.

Beginning March 2006, the Chinese government levied a Petroleum Special Profits Tax effective for crude oil prices in excess of $40 per barrel. This additional cost increased severance and production taxes in China by $0.8 million for the quarter.

"We continue to be one of the leading companies in delivering organic production growth. Our third quarter 2006 production increased 25 percent over year ago numbers and year-to-date production increased 21 percent over the same period in 2005. We're delighted with this success in spite of the delays in rig deliveries in Wyoming and facilities installation in Bohai Bay, China. Operating cash flow(A) and earnings for the first nine months of the year are up 19 percent and 17 percent respectively over 2005, including the $9 million of additional withholding tax associated with the share repurchase program. Our returns remain strong with the annualized year to date return on equity being 39 percent and return on capital 34 percent," commented Michael D. Watford, Chairman, President and Chief Executive Officer.

Conference Call Webcast Scheduled for November 1, 2006

Ultra Petroleum's third quarter 2006 conference call will be available via live audio webcast at 10:00 a.m. Central Standard Time (11:00 a.m. Eastern Standard Time) on Wednesday, November 1, 2006. To listen to this webcast, log on to http://www.ultrapetroleum.com/ . The webcast will be archived on Ultra Petroleum's website through February 16, 2007.

About Ultra Petroleum

Ultra Petroleum is an independent, exploration and production company focused on developing its long-life natural gas reserves in the Green River Basin of Wyoming, and oil reserves in Bohai Bay, offshore China. Ultra Petroleum is listed on the American Stock Exchange under the symbol "UPL" with 152,187,397 shares outstanding at September 30, 2006.

Ultra Petroleum Corp.

Consolidated Statement of Operations (unaudited) All amounts expressed in US$

For the Nine Months Ended For the Quarter Ended 30-Sep-06 30-Sep-05 30-Sep-06 30-Sep-05 Volumes Oil liquids (Bbls) - WY 412,473 331,241 158,163 123,797 Oil crude (Bbls) - China 1,206,930 1,163,196 355,674 322,929 Natural Gas (Mcf) - WY 53,457,186 43,417,882 20,494,570 16,139,491 MCFE 63,173,604 52,384,503 23,577,592 18,819,850

Revenues Oil sales - WY $27,970,844 $18,853,522 $11,168,312 $8,071,402 Oil sales - China 68,336,261 48,832,021 17,832,835 15,642,704 Natural Gas sales - WY 330,201,795 266,692,797 116,364,900 110,665,181 Total Revenues 426,508,900 334,378,340 145,366,047 134,379,287

Expenses Production Costs - WY 10,217,905 6,336,316 5,410,445 2,318,646 Production Costs - China 6,817,000 4,699,000 2,104,000 1,079,000 Severance/ Production Taxes - WY 41,222,962 33,162,191 14,549,006 13,935,435 Severance/ Production Taxes - China 7,000,151 2,442,986 1,634,791 783,520 Gathering Fees 13,621,318 12,318,895 5,509,257 4,602,121 Total Lease Operating Costs 78,879,336 58,959,388 29,207,499 22,718,722

DD&A - WY 50,189,449 32,027,985 19,555,958 12,121,758 DD&A - China 9,039,598 5,138,753 2,985,160 1,149,067 General and administrative 12,141,587 10,712,319 4,225,197 4,019,706 Total Expenses 150,249,970 106,838,445 55,973,814 40,009,253 Interest and other income 1,629,094 371,020 284,952 177,463 Interest and debt expense 1,183,167 2,856,011 872,120 787,604

Net income before income taxes 276,704,857 225,054,904 88,805,065 93,759,893

Income tax provision - current 23,171,649 --- 5,548,991 ---

Income tax provision - deferred 82,908,405 78,994,271 30,780,578 32,909,724

Net Income $170,624,803 $146,060,633 $52,475,496 $60,850,169

Operating Cash Flow (see non-GAAP reconciliation) $313,783,887 $264,493,474 $106,294,708 $108,291,891

Weighted Average Shares - Basic 154,591,379 152,515,660 153,350,518 153,719,760 Weighted Average Shares - Diluted 162,446,569 161,538,906 160,919,594 162,231,248

Earnings per Share - Basic $1.10 $0.96 $0.34 $0.40 Earnings per Share - Diluted $1.05 $0.90 $0.33 $0.38

Realized Prices Oil liquids (Bbls) - WY $67.81 $56.92 $70.61 $65.20 Oil crude (Bbls) - China $56.62 $41.98 $50.14 $48.44 Natural Gas (Mcf) $6.18 $6.14 $5.68 $6.86

Costs Per MCFE - Corporate Lease Operating Costs $1.25 $1.13 $1.24 $1.21 DD&A $0.94 $0.71 $0.96 $0.71 General and administrative - total $0.19 $0.20 $0.18 $0.21 Interest and debt expense $0.02 $0.05 $0.04 $0.04 $2.40 $2.09 $2.41 $2.17

Segment Costs Per MCFE United States Production Costs $0.18 $0.14 $0.25 $0.14 Severance/Production Taxes $0.74 $0.73 $0.68 $0.83 Gathering Fees $0.24 $0.27 $0.26 $0.27 DD&A $0.90 $0.71 $0.91 $0.72 $2.06 $1.85 $2.10 $1.95 China Production Costs $0.94 $0.67 $0.99 $0.56 Severance/Production Taxes $0.97 $0.35 $0.77 $0.40 DD&A $1.25 $0.74 $1.40 $0.59 $3.16 $1.76 $3.15 $1.55

Note: Amounts on a per MCFE basis may not total due to rounding.

Margins Pre-tax income 65% 67% 61% 70% Net Income 40% 44% 36% 45%

Operating segment margins United States 82% 82% 80% 82% China 80% 85% 79% 88%

Ultra Petroleum Corp.

Reconciliation of Cash Flow from Operations Before Changes in Non-Cash Items and Working Capital (unaudited) All amounts expressed in US$

(A) Operating cash flow is defined as net cash provided by operating activities before changes in non-cash items and working capital.

Management believes that the non-GAAP measure of operating cash flow is useful as an indicator of an oil and gas exploration and production company's ability to internally fund exploration and development activities and to service or incur additional debt. The company also has included this information because changes in operating assets and liabilities relate to the timing of cash receipts and disbursements which the company may not control and may not relate to the period in which the operating activities occurred.

Operating cash flow should not be considered in isolation or as a substitute for net cash provided by operating activities prepared in accordance with GAAP.

The following table reconciles cash flow from operations before changes in non-cash items and working capital with net cash provided by operating activities as derived from the company's financial information.

For the Nine Months Ended For the Quarter Ended 30-Sep-06 30-Sep-05 30-Sep-06 30-Sep-05 Net cash provided by operating activities $328,889,787 $278,841,789 $91,178,059 $111,103,500 Excess tax benefit from stock based compensation $9,515,806 --- $1,458,106 --- Accounts payable and accrued liabilities ($25,946,456)($16,708,441) $2,251,815 $9,396,755 Prepaid expenses and other current assets ($21,956) ($644,321) ($7,152) ($662,238) Accounts receivable $12,075,313 $7,127,575 $15,752,230 ($7,525,096) Inventory ($794,000) $292,776 --- $137,200 Restricted cash $2,007 $1,399 $763 $521 Deferred revenue ($1,506,580) ($137,500) ($726,269) ($137,500) Other long-term obligations ($5,255,044) ($4,474,803) ($4,162,864) ($4,086,251) Taxation payable ($3,174,990) $195,000 $550,020 $65,000 Cash flow from operations before changes in non-cash items and working capital $313,783,887 $264,493,474 $106,294,708 $108,291,891

These statements are unaudited and subject to adjustment.

This news release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements regarding this press release include, but are not limited to, opinions, forecasts, and projections, other than statements of historical fact. Although we believe that these expectations are obtainable based on reasonable assumptions, we can give no assurance that such assumptions will prove to be correct. Important factors that may cause actual results to differ, include, but are not limited to, increased competition; the timing and extent of changes in prices for oil and gas, particularly in Wyoming; risks inherent in our China operations; the timing and extent of our success in discovering, developing, producing and estimating reserves; the effects of weather and government regulation; the availability of oil field personnel and services, drilling rigs and other equipment; and other risks detailed in our SEC filings, particularly in our Annual Report on Form 10-K for our most recent fiscal year. Full details regarding the selected financial information provided above will be available in our Report on Form 10-Q for the quarter ended September 30, 2006.

This release can be found at http://www.ultrapetroleum.com/

http://www.newscom.com/cgi-bin/prnh/20020226/DATU029LOGO

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DATASOURCE: Ultra Petroleum Corp.

CONTACT: Kelly L. Whitley, Manager Investor Relations of Ultra Petroleum

Corp., +1-281-876-0120, ext. 302, or

Web site: http://www.ultrapetroleum.com/

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