Yoann Hispa and Craig Kaiser join us from LandGate, a technology driven online marketplace that is looking to revolutionize the way natural resources are bought and sold in the market by giving buyers and sellers ample amounts of free data and valuation benchmarks.
Troy Tittlemier is the CEO of the MagmaChem Research Institute. He joins us to discuss some of the findings of the Research Institute and why he thinks they could fundamentally change the way Operators explore and produce oil & gas in the future.
On October 13th, Nick Varel - President & CEO of Wing Resources, Thomas Aten - General Manager of Grand Valley Minerals, Wade Koehl - CEO of Allegiance Oil & Gas, and KC Stallings - President of Desert Royalty Company cam together to discuss how their teams have managed to execute successful exits across their portfolios over the past few years.
On September 15, Minerals & Royalties Council hosted a webinar around the pros & cons of building a minerals & royalties portfolio around diversification vs. specialization. Derren Geiger - CEO & Portfolio Manager of Cornerstone Acquisition & Management was joined by Kevin Lorenzen - Co-CEO of Momentum Minerals to argue in favor of diversification. Ran Oliver - CEO of Viking Minerals was joined by Jacob Nagy - Co-CEO of Avant Natural Resources to argue in favor of specializat...
Collin Lensing joins us from Vendera Resources, a private oil & gas company that that looks to acquire a mix of operated and non-operated WI% along with Minerals in basins across the US. During the Episode, Collin talks more in-depth about Vendera’s strategy and also gives some insight on the current investment sentiment towards oil & gas for endowments and foundations as Vendera continues to raise direct from institutions.
Tom Petrie returns to the podcast to discuss the upcoming US Presidential Elections on November 3rd and how a Trump vs Biden Presidency and Republican vs Democratic Senate will affect the Oil & Gas Industry moving forward.
Travis Low, Matt Ritter, and Jim Shuss join us from Arrowhead Energy Partners, a privately funded minerals & royalties aggregator focused primarily on the DJ Basin, Bakken, and Powder River Basin. During the episode, Travis, Matt, and Jim walk through the Arrowhead story and why they decided to launch amidst COVID-19 and the Oil Price War. They also get into the weeds on the DJ Basin and why Arrowhead and their investors continue to be bullish on the DJ.
On October 13th, 2020 a group of leading minerals & royalties Executives gathered to debate the pros & cons of building minerals & royalties portfolios around specialization vs diversification. Arguing in favor of specialization was Jacob Nagy - Co-CEO of Avant Natural Resources and Ran Oliver - CEO of Viking Minerals . Arguing in favor of diversification was Derren Geiger – Portfolio Manager and CEO of Cornerstone Acquisition & Management Company and Kevin Lorenzen - Co-CEO of M...
Jimmy Murchison joins us from Hatch Resources, a private equity backed minerals and royalties company that is focused on the Delaware Basin. Throughout the episode, Jimmy talks about the role of debt financing and hedging in the minerals space along with the strategic reasons his team has decided to have a pure play focus on the Delaware Basin. Find out more about the Oil & Gas Council
Fellow Podcaster Matt Sands joins us from The Mineral Rights Podcast to discuss how he got into the minerals space back in 2015 and why he saw the need to help educate mineral owners by generating content on his podcast. Find out more about the Oil & Gas Council here
In this episode, Josh Adler joins us from Sourcewater to discuss how they are combining regulatory data, satellite imagery, and machine learning in their new DirtWork Alert platform to help minerals companies better detect and predict development activity in the Permian Basin in order to give them an edge on their competition when acquiring minerals. To download the Sourcewater whitepaper on Permian Basin Well Pads vs Permits Predicting Spuds, please click here . To find out more about the Oil &...
In this episode we chat with Ryan Childs & Abhishek Kumar, Principals of Production Lending LLC join us to discuss some of the preferred equity and debt solutions that their team is providing to the sub $15mm market for E&P, Non-Op, and Minerals & Royalties companies. Find out more about the Oil & Gas Council here Speaker Bios Ryan Childs Ryan is a Principal at Production Lending, where he is jointly responsible for supervision of PL’s investment program and strategy, as well as ...
Drake Weeks joins us from Legacy Royalty LLC, a private minerals & royalties shop that started buying in the Arkoma Basin back in 2005. Throughout the episode, Drake walks through the rise and fall of SCOOP/STACK over the past decade and why his team continues to be bullish on the Anadarko Basin. Find out more about the Oil & Gas Council
On August 25th, Sanjit Bhattacharya – President of Red Stone Resources, Charlie Matter – CEO of CASE Energy Partners, Matt Chisam – COO of Probus Energy Services, Chris Bentley – CEO of Bellatorum Resources, Travis Low - Partner of Arrowhead Energy Partners and Matt Wieszczyk – Managing Member of Par City Holdings got together for a discussion around aggregation strategies across all of the major basins in the lower 48. Find out more about the Oil & Gas Council here ....
Mackie Cannon joins us from OneMap Mineral Services, a private minerals & royalties company with a focus on the Midland & Delaware Basin. During the episode, Mackie talks about how OneMap’s patient capital enables them to take a longer-term view to mineral ownership, thus enabling them to focus on acquiring undeveloped minerals in some of the best rock across the Permian. Find out more about the Oil & Gas Council , the largest and most influential network of senior oil & gas, fin...
Scott Noble joins us from Noble Royalties, a private minerals & royalties company that is backed by Apollo. Throughout the episode, Scott walks through his 35+ year career in oil & gas, including 23+ years in the minerals space. By leveraging his experience from 5 different industry downturns, Scott breaks down the dynamics in today’s current market and explains how Noble Royalties is well equipped to provide solutions for all of the different stakeholders in the minerals value chain....
Armand Paradis & Jeremy Gottlieb join us from Inside Petroleum, an energy focused Fintech company that is disrupting the traditional methods of well forecasting and cash flow analysis with their new software platform, ComboCurve. During their previous roles at Statoil and Deep Gulf Energy, Armand and Jeremy became frustrated with the traditional methods, tools, and processes that were being utilized to run reserves & economics analysis. As a result, they left their day jobs to launch Ins...
Jackie Haney and Ahna Mee join us from UnionRock Partners, an asset management firm that invests in both NonOp WI and Minerals + Royalties. Throughout the episode, Ahna & Jackie talk about the strategic rationale for having a blended NonOp and Royalties strategy, how they go about underwriting assets in the DJ Basin, and why they prefer building their portfolio through aggregated packages and corporate transactions vs. the ground game.
Preston Page joins us from Everest Energy, a private minerals and royalties aggregator that is focused in the Rockies. During the episode, Preston talks about how his team’s data driven approach has led them to be more successful in smaller & more complex corporate to corporate royalty & ORRI transactions.
Brandon O’Gara joins us from Echo Energy, a private minerals and royalties company focused on the MidCon and Permian Basin. Throughout the episode, Brandon talks about how Echo has leveraged an “in-house approach” to scale up the ground game and build a material portfolio that is attractive to their institutional investors. He also talks about the strategic benefits of having patient capital and why minerals should never be on the “shot clock”.
Recorded on May 19th 2020 Daniel Herz – President & CEO, Daniel Herz joins us from Falcon Minerals Corporation, a publicly traded minerals and royalties company that is focused on the Eagle Ford Shale. Throughout the episode, Daniel walks through his extensive experience in the MLP space, where he started as a MLP Analyst in 1999 and then later went on to build and sell several Midstream and E&P MLP businesses. Daniel explains the similarities between the minerals & royalties space a...
Today we are joined by Oscar Torres, CEO of Tower Rock Oil & Gas. After spending 13 years at Royalty Clearinghouse, Oscar left in 2013 to start his own shop with a blended PDP + undeveloped minerals strategy. During the episode, Oscar talks about his teams value driven approach to acquisitions and how their team goes about sourcing opportunities.
Tom Petrie joins us from Petrie Partners. During the episode, Tom talks about the Rise of Putin, the US/China trade war, the competitiveness of US shale, and Middle Eastern geopolitics and how they have all played a part in creating the current state of affairs in the O&G Industry.
Recorded on April 30th Josh Camp joins us from Perpetual Production, a private equity backed minerals & royalties company focused on the STACK and Delaware Basin. During the episode, Josh discusses the various ways his team approaches mineral buying in order to de-risk underwriting and formulate an information edge.
Recorded in May 2020 Chris Beato joins us from Rocking WW Minerals, a private minerals & royalties company who is focused on the Powder River Basin. During the episode, Chris leverages his 35+ years experience in the industry to explain why companies need to go back to a “produce out” strategy in order to deliver consistent returns for their investors. Chris also talks about the misconception that investing in minerals is less risky versus investing in E&P and how you need to have a much...
Recorded in April 2020 Jace Graham joins us from Rising Phoenix Resources, a private minerals & royalties company who is focused on acquiring PDP assets. During the episode, Jace talks about his team’s approach to the ground game and how they have leveraged some of the best practices and technologies used in real estate investing in order to more effectively identify motivated sellers.
Recorded in April 2020 KC Stallings joins us from Desert Royalty Company, a private minerals & royalties company based in Midland that has been actively buying in the space since 1986. During the episode, KC talks about the ups & downs of investing in the minerals space over the past three decades, the lessons learned, and how their long-standing relationships with their industry peers and investor base have been a cornerstone of their success over the years.
Recorded in April 2020 Matt Wieszcyk joins us from Par City Holdings, a small minerals & royalties aggregator focused in Appalachia. During the episode, Matt explains some of the advantages that smaller aggregators like Par City Holdings have in the minerals space. He also walks through why his team is bullish on Appalachia gas and why futures gas pricing is looking up amidst COVID-19 and the oil price war.
Recorded in April 2020 Nick Varel joins us from Wing Resources, a private equity backed minerals & royalties company focused on the Permian Basin. In June 2019, Nick sold the portfolios of Wing Resources I & II to Alliance Resource Partners, one of the largest mining companies in the US. During the episode, Nick talks about the resiliency of the North American oil business and why minerals & royalties will continue attracting new types of investors and end-buyers in the upcoming year...
Recorded on April 7th, 2020 Josh Lorenz joins us from EnCore Permian, a private minerals & royalties company who is based out of Midland. Since partnering with Castlelake in 2016, Josh’s team has put ~$300mm to work in the Permian with a blended acquisition strategy of leasehold and minerals. During the episode, Josh explains why now is a great time for family offices and high net worth individuals with $25-$100mm to invest to acquire minerals & royalties portfolios at attractive discoun...
