去年同期，ATPG油气综合产量21100Boe/d.今年第三季24200Boe/d.增长15%。上季度石油产量1461b/d,气产量 4095mmf/d.本季度油产量1540b/d. 气产量4107mmf/d.就是说相对上季度，ATPG不赚钱的天然气产量几乎持平，可是实质赚钱油产量却是在增加。ATPG报盈余大幅超预期，可是 ATPG如果大涨，那卖空的就玩完了，前两天大量的11月截止的put放在$7,老道就知道这些MM要干什么，结果MM们搞出一篇文章，ATP Oil May Miss 2012 Bond Payment After Output Decline Sends Shares Lower (http://finance.yahoo.com/news/ATP-Oil-May-Miss-2012-Bond-bloomberg-3000700575.html?x=0&l=1)

说 什么ATPG产量下降会还不起债，要破产，嘿嘿，老道就等那上涨的一霎那往里砸进去。实际情况是ATPG八月底打出一口井，那口井日产油气 7000Boe/d.于是ATPG宣布日产量增加到31000Boe/d.而那是指8月底后的产量，季报所说24200Boe/d指的是整个季度的平均产 量，平均时包括了七八两个月那口井没打出来时的产量，那平均值必然低于出油后的值，看看MM如何会忽悠。再仔细看看ATPG的债务，其实该公司的债务是 2015年到期，你看MM文章的标题“2012”吓不吓死你？ATPG虽然需要产量提高到40000Boe/d才能达到还债的能力，可是ATPG除了8月 份完成了一口井外，10月份在同区域又完成了另一口井，可预见这口井的产量也在7000左右，那么ATPG的产量就接近40000Boe/d了，再加上 ATPG早就在Clipper完成了一口井，这口井产量 45.6 MMcf per day and 4,656 Bbls per day。这口井现在没记入ATPG的产量不是因为它不能出油，而是因为其出油和气的管道没接好。ATPG准备在2012年修好管道，那时ATPG的产量会 远超40000Boe/d.当然现在ATPG也有点问题，就是其以前产油的两口井，一口碰到小石头堵塞的问题，另一口进水，可是这都是石油业里的常见问 题，也不是没有解决方案。不过需要时间而已。所以MM是过分忽悠了。

ZT: Oil and gas production for the third quarter 2011 was 2.2 million barrels of oil equivalent (Boe), or 24,200 Boe per day, compared to 1.9 MMBoe (21,100 Boe per day) for the third quarter 2010, reflecting a 15% increase. Revenues from oil and gas production were $170.1 million for the third quarter 2011 compared to $102.1 million for the third quarter 2010. Increased revenues from production were attributable to higher production volumes and higher oil prices. Oil represented 69% of total production for the third quarter 2011, compared to 58% of total production for the third quarter 2010. ATP continues to sell a majority of its oil production at prices close to Louisiana Light Sweet pricing (LLS), currently trading at a substantial premium to West Texas Intermediate pricing (WTI).

The Mississippi Canyon (MC) Block 942 #2, located in approximately 4,000 feet of water, was completed at a measured depth of 21,400 feet in the Miocene S sand at ATP’s deepwater Telemark Hub in the Gulf of Mexico. This will be the fourth well tied back to the ATP Titan

The second Clipper well, located at Green Canyon (GC) 300 #4, in approximately 3,450 feet of water, encountered 56 feet of logged net oil pay confirming reserves previously booked. The 9-5/8 inch casing has been set

Lease operating expense for the third quarter 2011 was $27.7 million ($23.5 million recurring and $4.2 million workover expenses) compared to $27.5 million ($21.6 million recurring and $5.9 million workover expenses) for the third quarter 2010. Recurring operating expenses per Boe for the third quarter 2011 were $10.55 compared to $11.10 for the third quarter 2010, a 5% decrease. Per-unit costs improved as fixed costs were spread over increased production volumes. Workover expenses in the third quarter of 2011 were primarily from well work and pipeline remediation at the company’s Gomez Hub.

ATP recorded a net loss attributable to common shareholders of $5.6 million or $(0.11) per basic and diluted share for the third quarter 2011, compared to $58.4 million or $(1.15) per basic and diluted share for the same 2010 period. The net loss attributable to common shareholders for the third quarter of 2011 and 2010 was impacted by items analysts sometimes exclude from their published estimates. For the third quarter of 2011, those items include workover expenses of $4.2 million, a loss on abandonment of $2.7 million, and $77.2 million related to unrealized derivative income for the quarter. For the third quarter of 2010, those items include a gain on disposal of properties of $15.0 million, a property impairment of $3.0 million, and workover expenses of $5.9 million.

Cash flow from operating activities for the third quarter 2011 was $86.3 million compared to $20.2 million for the same period a year ago.

During September 2011, ATP’s wholly owned subsidiary, ATP Titan, LLC, entered into a Second Amendment to its term loan agreement. The lender advanced the remaining $50.0 million ($44.5 million, net of transactions costs and discount) under the terms of the original agreement.

At September 30, 2011, ATP’s net profits interests (NPI) and Override obligations amounted to $388.0 million. This increased from $379.7 million as of June 30, 2011, primarily from ongoing drilling at Clipper. Both Diamond Offshore Drilling and another supplier carry a significant portion of these costs and recoup them through their NPI’s with ATP.

During the third quarter, ATP made payments under its NPI’s and Overrides of $60.0 million. Payments for the fourth quarter of 2011 are expected to be comparable to those in the third quarter. The exact payments ATP makes each quarter under its NPI’s and Overrides are dependent on the location, quantity, and pricing of production.

The following schedule summarizes NPI and Override activity during the third quarter.