West Texas Landman
@WestTXLandman
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MI, RI, drilling deals, land, water, caliche, whiskey, will pay top dollar & sometimes sell for considerable loss. Specialties: drink beer & tell lies.
Loving County, Texas
Joined February 2022
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It’s going to be a rude awakening when $FANG goes to drill their EER DSUs and realize Autry didn’t own half the acreage purported
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Seller: I'm going to need at least double that offer - I'm predicting oil prices going to $120.00 due to this Middle East conflict.
Me: Sir, this is a dry gas prospect.
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There is no better leading indicator in the oil and gas business than CJM Resources reaching out to lease/purchase your mineral interest. This indicates Double Eagle is about to mow down the section you own in.
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Permian Mom & Pop took a frac hit in their vertical stripper well from offset horizontals - oil/water flowed up through the tubing, now they’ll have to P&A the well. Is the offset party liable here? Or should the Mom & Pop have shut in their well during the frac?
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Long live the Buda!
@willrayvalentin
has been quiet working to acquire the largest undeveloped resource in the country. Watch out
@ThrillerKane
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$50mm for $2.8mm NTM cashflow 👀
Who's buying this Haynesville acreage?
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Buffalo Bayou -> Vector Energy -> $PHX load dump like clockwork
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@blackgldrush
No exit - it’s a science project for the Chinese state to test and learn different E&P technologies of which they can use at home and across the globe. The same play they are using with $COP in Bohai Bay.
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Buy the rumor, sell the hype
Platform does it right.
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Caddo Minerals is the equivalent of a royalties bookie
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Now we all know where to dump our dogshit wells. These guys pick them up and promote them out. They’ll promise big IRRs - which they’ll miss - but they’ll make money via acquisition, mgmt, etc… fees along the way.
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@Thepadre13
Minerals are a circle jerk shuffling money from one pocket to the other where brokers take fees all the way up until it gets consolidated enough to be dumped into a PubCo, where it gets promoted out to retail investors who mgmt promotes out & fees
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PSA inked.
Closing Conveyance inked.
Wire ready to deploy.
Seller attorney acting as escrow, looks over docs one last time and realizes he doesn’t like some language in the Conveyance. 🤡
Force the close or play nice?
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@FauxRight
22 BCF to breakeven! At what point do you just abandon Robertson and start drilling shallow offshore.
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This package with some Delaware goodies added in
Rumor mill says Fortress sold Freehold that mineral deal.
Also, GM.
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@DanielHerz3
Depends on entry price, as with any other asset class. O&G minnies are depleting and experience the same beta as O&G. They are hard to finance with decent terms. Can only hedge PDP otherwise you are speculating on price. Taxed as passive income.
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Please Lord make this happen so I can finally get my escheated funds out of the confines of the $CPE land department
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Who’s the seller here? Does anyone want to lend me $20 million?
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I nominate
@atherton_chris
to bring the A&D Market Monitor back under the EnergyNet brand in 2024
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@khzny
Been to both those joints. Enjoyed the experience, but honestly a few years later it didn’t mean shit.
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@BlakeMunroeOTF
@ontexasfootball
He’ll make an de-risked $2-3mm a year avoiding injury, maturing, learning the game and getting stronger. As a 20 year old he’ll either have the opportunity to start or go to the league. Sounds like the optimal spot to be in.
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@dcharbonnet10
@KVanthof
$FANG buys EER and starts acting like a major calling all us little guys rats - times are a changing
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@mailboxmoney6
Long $PHX, shut down one of their offices, fire management and 3/4ths of the back office and now you are talking
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@GreyHairOpsGuy
Because we are all degenerates who Texas hedge by doubling down on industry equities with the hope of hitting pay
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City I dislike: Lamesa
City I begrudgingly respect: Mentone
City I think is overrated: Lubbock
City I think is underrated: Rankin
City I like: Big Spring
City I love: Midland
City I dream of living in: San Angelo
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T&Ps on this Haynesville AFE
At 15 BCF this thing is breakeven at $1.13 gas, right?
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SG&A is 21.5% of revenue … yikes!
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All non-op is not created equal - focus matters.
$NOG - EV/EBIT: 7.42
$GRNT - EV/EBIT: 4.34
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Bring this back
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@Thepadre13
Because you realize you’ll never hit your hurdle buying overpriced acreage in Martin county
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@parkertankus
It is a capital gain if you’re a “fundless private equity” mineral bros working the double close 💸
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@hateag
Pretty junky acreage, I bet EER was the only company that could make it pencil given some overlapping leasehold. Should give the Dawson county bag holders hope!
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@RobertClarke_WM
$FANG needs inventory, EER has a nice little mineral portfolio that’d slip right into $VNOM. $FANG is Midland based company so you’d keep it in the family. Autry could still maintain some control as a majority shareholder. I’ll take 1% advisor fee - thanks!
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@Thepadre13
~6 months from spud to first production, even at high prices it’s going to take a few months to pay out - I call bullshit.
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@dcharbonnet10
@JFracson
@KVanthof
EER is one of those ‘once in a lifetime’ deals that you figure out a way to own it no matter what it takes. Glad those dollars are staying in WTX.
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@willrayvalentin
OG stocks don’t correlate with OG prices. Too many misaligned mgmt teams looking out for themselves at the shareholder’s expense. Let’s see the side by side of the mgmt comp package and OG prices.
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@parkertankus
It’s the best time of the year when operators clear out their accounts payable balances
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@parkertankus
It depends where it’s at, but I’ll buy a portion of it if you want a in-basin partner.
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@LandmanLife
In West Texas they won’t put you in pay unless you do - even if you are drill site. If you find the solution to this outside of a lawsuit let me know.
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$CHK continues to have an identity crisis with horrible market timing - i.e. see multiple restructurings.
It went from America’s Natural Gas Champion under McClendon, to a South Texas anchored oil producer under Lawler, now back to a natty gas company with this $SWN deal
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@Thepadre13
Need a Midland-based LP with a PJ for an Import/export business idea:
Open up shop next to The Hemingway. Buy whatever is trending in Highland Park Village, mark it up 20% and sell in Midland.
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@WilliamLaceyYYC
Discount rate should hinge on riskiness of the project. A EOR project should not be discounted at the same rate as a wildcat. Comparing apples to oranges here.
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@Thepadre13
Being in the Denver area, you should just charge mineral bros $1.00 per well to get the interests transferred over at BPX
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@liftingminerals
I guess harvesting flush production and selling the tails drives IRR the most
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Imagine raising money around a wellbore only AFE platform 🤮
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@PLM_Pimp
@parkertankus
Let’s see a pic of the Caddo shirt - what is the brand? Been having a hard time finding a good vendor.
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@hateag
Perhaps the treasurer of the church is also the manager of MFN, playing chess while these operators are playing checkers
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@Thepadre13
Smaller, relationship driven deals that come from years of “key bumps with the bois” in our primary focus area, the SOCC locker room
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@Thepadre13
Buying deal from a Grantee of a vintage Caddo Minerals deal he bought in EN, and it’s still a good deal believe it or not.
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@EFMinerals
Britanco’s block is SE of Pearsall, probably Bristow Ranch EF or the Edwards will be the target
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🚨Oklahoma Oil Registry expense showing up on a P&L for a minnies deal. Always a good sign. 🚨
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@OGleasepolice
Ever heard of the dominant estate? No way I’m letting that 200 B&C run out in front of my water hauler
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@JFracson
@okie_jayhawk
Be a scratch golfer w/ high alcohol tolerance - bro down at MCC/SOCC. Have a “PE partner” aka friend who will let you front run. Contract to buy deals from broker buddies & double close w/ friend.
Share the love & send the bois to Aspen/Vegas often.
Landman’s flywheel.
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@Thepadre13
@hateag
More administrative work than you realize, especially when you’ve got OPM and the SEC to answer to; and about 80% of those properties won’t justify the workload
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@PLM_Pimp
Unless vested by conveyance into the trust I think you’ve got to go the other route. NM curative sucks!
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@WAR527
$SJT moving like Hilcorp San Juan is going to be profitable at $1.80 gas .. still way out of the money and trades at a premium to non-cost bearing royalties 🤔
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