The Minerals and Royalties Podcast - podcast cover

The Minerals and Royalties Podcast

Minerals & Royalties Authority LLCpodcasters.spotify.com
The Minerals & Royalties Authority is the go-to platform for Executives and Investors in the minerals & royalties space, both for oil & gas and renewables. The Minerals & Royalties Podcast is one of the content platforms leveraged by the Minerals & Royalties Authority to help educate investors on the relevant companies and trends in the royalties space.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Adam Waterous CEO, Waterous Energy Fund

Recorded in April 2020 Adam Waterous – CEO of Waterous Energy Fund joins us to discuss his theory of “Peak Permian”, which describes current US production levels as unsustainable and grossly uneconomic. During the episode, Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil & gas industry, thus leading to the destruction of M&A demand and a call for change in the industry’s current operating and investment models. With the effect...

Apr 22, 20201 hr 11 minSeason 1Ep. 10

Cutler Gist, Principal, Montego Minerals

Recorded on April 1, 2020 Cutler Gist joins us from Montego Minerals, a 3rd generation family owned Minerals & Royalties shop out of Midland. During our conversation, Cutler explains the fundamentals of using a 1031 Exchange and why they are such an attractive option for real estate investors who want to put money to work in the minerals and royalties space.

Apr 14, 202030 minSeason 1Ep. 9

Derren Geiger, CEO & Portfolio Manager, Cornerstone Acquisition & Management Company

Recorded on April 1, 2020 Derren Geiger joins us from Cornerstone Acquisition & Management Company, a minerals & royalties focused asset manager based in San Diego. Derren discusses how Cornerstone’s strategy is driven by the macro and geopolitical forces in the market. Since inception in 2004, Cornerstone has used hedging, asset sales, and acquisitions at opportune times in the economic and commodity price cycles in order to maximize shareholder value. Derren also talks about how ESG po...

Apr 06, 202050 minSeason 1Ep. 7

Ran Oliver - CEO of Viking Minerals

Recorded on Feb 11, 2020 In the first of our Mineral and Royalties series Viking Minerals, Ran Oliver describes the parallels between real estate and oil and gas minerals and royalties investing. Ran describes the evolution of the space both pre and post-private equity and how they have now executed hundreds of millions of dollars of transactions across multiple basins nationwide.

Apr 06, 202030 minSeason 1Ep. 1

Paden McKinney & Griffin Haby III, Co-Founders, Mountain Lion Oil & Gas

Recorded on Feb 26, 2020 Paden McKinney & Griffin Haby III join us from Mountain Lion Oil & Gas, a privately held minerals & royalties aggregator focused on East & West Texas. Griffin & Paden discuss their strategy and how they have developed a niche around gathering ORRIs over State & Federal leases in New Mexico.

Mar 31, 202042 minSeason 1Ep. 6

Charlie Matter, CEO, CASE Energy Partners

Recorded on March 26, 2020 Charlie Matter joins us from CASE Energy Partners, a family office backed minerals & royalties companies who has put $100mm to work over the past four years with a PDP driven strategy. Charlie discusses the impact that COVID-19 and the Oil Price War are having on A&D activity and how larger buyers will need to get creative in order to continue deploying capital at scale, given the challenges of underwriting undeveloped minerals amidst all of the uncertainty in ...

Mar 30, 202044 minSeason 1Ep. 5

Will Cullen, Vice President, LongPoint Minerals

Recorded on Feb 26, 2020 Since 2016, LongPoint Minerals has raised ~$1.7 billion, all direct from LPs such as pensions, insurance companies, endowments, and family offices. Over the past 4 years, they have assembled ~130,000 net royalty acres, making them one of the largest end-buyers in the space. On this episode, Will gives some insight on why many LPs still struggle to make direct investments, the value creation that comes from active portfolio management, and why development timing is such a...

Mar 26, 202051 minSeason 1Ep. 4

Marc Zimmermann – President & COO, Royalty Clearinghouse

Recorded on Feb 21, 2020 Marc Zimmermann joins us to talk about Royalty Clearinghouse. An early pioneer of the space they have been acquiring minerals & royalties since 1999. Over a 20 year history they have completed 6,000+ transactions with an emphasis of long-term relationship building. Marc is well placed to discuss the current state of play in the space and talk about how superior customer service and industry partnerships will endure.

Mar 24, 202026 minSeason 1Ep. 3

Darin Zanovich - President, Mesa Minerals Partners

Recorded on Feb 18, 2020 Darin Zanovich of Mesa Minerals Partners is back at it again having previously been a partner of Haymaker Resources who sold for approximately $404 million to Kimbell Royalty Partners. Darin talks about why this is an opportune time for long term investors that are yield driven to enter the space and capture an arbitrage before the public markets mature and the opportunity gap closes.

Mar 09, 202025 minSeason 1Ep. 2
For the best experience, listen in Metacast app for iOS or Android