The Minerals and Royalties Podcast: Recent Episodes
Minerals & Royalties Authority LLC
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.
Sara Pettigrew - Director of Energy Investments at Invico Capital Corporation returns to the podcast to give an update on their NonOp PDP + AFE transactions in the DJ and PRB over the past few years as well as their recent minerals transaction in the Eagle Ford.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Jeff Brown - SVP of Oil & Gas at Pardee Resources joins the Kitchen Table War Stories series to share some of his wild stories from working in Appalachia over the past 40 years.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Kevin Thuot - Managing Partner of JetRock Analytics joins the podcast to discuss how Minerals & NonOp Companies can leverage data infrastructure, AI, and analytics to improve their business.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Brandon Junker - COO of Providence Energy Operators (PEO) joins the podcast to break down the NonOp strategy of Providence Energy and their focus on development partnerships with operators going forward.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
James Magee & Russ McGowan - Co Founders of NonOpWells (NOW) join the podcast to break down the AFE market basin by basin and to discuss how their platform is looking to bring more liquidity to AFE well bore transactions.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Jim Hatcher - President of Consul Properties joins the podcast to walk thru some of his wild stories from being a landman over the last 40 years including, "The Arkansas Butcher", "The Wasp Nest Ladies", and "The Cocaine Bonus".
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Darin Zanovich - President & CEO of Mesa Minerals Partners returns to the podcast to discuss their $125mm Haynesville exit to Franco Nevada, the growth of their Permian ground game, and their most recent Haynesville acquisition from Noble Royalties.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Grant Norwood - President of NEC Operating & Norwood Energy Corp joins the podcast to break down the conventional operating space and what kinds of opportunities exist for buying minerals in conventional fields.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Baird Harper - SVP & Manager of Energy Banking at First Liberty Bank joins the podcast to break down his team's different financing strategies around back to back PSA flips, PDP, minerals ground games, and wellbore AFEs.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Joel Dryer - Managing Partner of LTC Partners joins the podcast to break down his family office's views on investing in private oil & gas non-op funds.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Thad Toups - President of Haas & Cobb Petroleum Consultants joins the podcast to walk through the engineering side of the business and how their team works alongside Minerals & NonOp companies on transactions, audits, and bank financings.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Jace Graham - CEO of Rising Phoenix Royalties returns to the podcast after his initial episode in April 2020 to discuss the expansion of Rising Phoenix's business verticals in minerals, real estate, and nonop. During the episode, Jace breaks down their deal funnel and discusses how his sales & marketing strategies and company culture help his team get deals across the line.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Scott Brinkman - Founder of Royalty Guardian joins the podcast to discuss all the different ways minerals owners typically get underpaid by operators and how to go about maximizing your royalty revenue.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Wil Harris - Managing Director of OTC Hedging at DV Trading joins the podcast to discuss all things hedging as well as his personal views on the natural gas and crude markets and how geopolitical and macro related events are affecting pricing.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Luther Ott - Co-Founder of Barrel Hub joins the podcast to discuss how his team is democratizing midstream and marketing data in Texas in order to level the playing field Midstream Purchasers vs. Operators, NonOps, and Minerals Companies
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Ahna Mee & Jackie Haney - Managing Partners of UnionRock Partners return to the podcast to discuss the monetization of their 1st Fund, the breakdown of their portfolio in Fund 2, and what they have planned going forward for Fund 3.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Chace Daley - SVP & Director of Energy Management at Farmers National Company joins the podcast to discuss Farmer's diverse asset management platform and how the minerals management space is evolving.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Matt Gentry - Managing Director of Ellipsis US Onshore Holdings joins the podcast to discuss the launch of Ellipsis in 2023 and breakdown their 3 large transactions to date.
A big thanks to our 5 Minerals & Royalties Podcast Sponsors:
--R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more.
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Steven Hatcher aka "The Minerals Guy" joins the podcast to talk about marketing tactics in the minerals buying space, the psyche of minerals owners that are looking to sell, and content creation around the Minerals Asset-Class.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Peter Gillan - Managing Member of Elly May Minerals joins the podcast to break down the "Mobile Park Home Asset Class" in detail for those in the minerals space who are active & interested in real estate investing.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Jim Mutrie - Managing Partner of Saxum Energy Partners joins the podcast to break down his team's recent $435mm capital raise and their acquisition of Luxe Minerals in the Permian.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Adam Dirlam (President) & Nick O'Grady (CEO) of Northern Oil & Gas return to the podcast to discuss their financing & transactional activity in 2023.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Ryan Childs (Principal) & Abhishek Kumar (Principal) at Production Lending return to the podcast to discuss their debt & structured equity investment criteria for NonOp & Minerals teams around transactions, AFEs, and the ground game.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Preston Page - President of Dakota Energy returns to the podcast to talk all things Bakken and how his team is working to expand the Tier 2 & Tier 3 areas of the play through their leasehold strategy.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Blake Harris - Founder & CEO of Brazos Royalty Group LP joins the podcast to tell his "The Nigerian Prince of the Delaware Basin" Kitchen Table War Story.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Daniel Herz - President & CEO of WhiteHawk Energy returns to the podcast to discuss their latest transactional and financing activities as well as break down the latest infrastructure developments related to natural gas and LNG.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
David Martineau - CEO of EnRes Resources joins the podcast to discuss his team's debt & equity financing strategy around PDP heavy working interest transactions.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Darin Zanovich - President & CEO of Mesa Minerals returns to the podcast to break down their recent exits to Saxum Energy Partners and WhiteHawk Energy as well as the launch of Mesa Minerals III and their new platform in the Permian Basin.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Scott Steger - Managing Partner of Santa Fe Energy joins the podcast to discuss his team's extensive experience in the Midland Basin and how they continue to tackle the ground game through their relationships and experience.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmers National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's services, please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Daniel Kohl - Co-Head of Investment Banking at Opportune LLP joins the podcast to break down some of the A&D and Market trends he is seeing in the Minerals space.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Josh Young - CIO of Bison Interests joins the podcast to break down the publicly traded Minerals & NonOp companies in the market.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Jimmy Wright - President of J Dub Enterprises joins the podcast to walk through his team's proactive & personalized minerals management services and how they add value to small land/minerals owners. If you are interested in reaching out directly to Jimmy, you can reach him via email & phone or visit his website at https://www.jdubenterprises.com/
--Email: jimmy@jdubenterprises.com
--Phone: +1 432-557-6311
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Andrew Haraway - CFO of Land Run Minerals joins the podcast to walk through the evolution of 89 Energy and Land Run Minerals, how they have built their portfolio in the Anadarko Basin, and Land Run's $200mm+ minerals acquisition in the STACK in Q3 2022.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Charlie Shufeldt - CEO of Elk Range Royalties returns to the podcast to discuss his team's activities since October 2021, in particular their two large Permian & Eagle Ford acquisitions that were announced earlier this year.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Billy Moreaux - President of Lexathon Energy joins the podcast for another rendition of the "Kitchen Table War Stories", where Billy walks through some of his wild stories from working deals in Louisiana over the years, including "The Brawl in the Bottom of the Burr" & "The 23 & Me Deal"
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Rob Roosa (CEO) and Geoff Boyd (President) of Brigham Royalties came back onto the podcast to do a look back on Brigham Minerals transactional activity in 2021 and 2022 leading up to their merger with Sitio Royalties.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Jimmy Murchison - CEO of Hatch Resources returns to the podcast to look back on the Permian deal landscape from 2020-2022 and breakdown their $290mm exit to Kimbell Royalty Partners in October 2022.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Bryan Sansbury - CEO of AEGIS Hedging Solutions joins the podcast to talk about hedging strategies for Minerals & NonOp portfolios. During the episode, Bryan talks about common misconceptions around hedging, the incorporation of debt, and how hedging affects transactions.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Troy Eckard - CEO of Eckard Land & Acquisition returns to the podcast to shed some light on the current economic landscape and how it is effecting the minerals space. Eckard Land & Acquisition has partnered with 1,000+ high net worth investors, which has given Troy some unique perspective on how investors are currently viewing inflation, interest rates, geo-political events, access to debt, the stock market, and the banking sector.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
Ed Jones - CEO of Gulf Capital Bank joins the podcast to talk about the commercial banking space and how Gulf Capital remains bullish on lending to oil & gas and minerals companies.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
John Donovan - Managing Partner & Victor Mendoza - Head of Securitizations from Donovan Ventures join the podcast to talk about their new equity retail platform called Energia and how they can help Royalties and Working Interest owners monetize their PDP to the retail investor market.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
KC Stallings – President of Desert Royalty Company returns to the podcast to breakdown the past 3 years of buying in the Permian, the portfolio of Desert's 7th Fund, and the strategy of Desert's 8th Fund, which just raised $125mm.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Peter Lambert – Managing Member of Bridge Minerals joins the podcast to talk about his background in trading & real estate and how he entered the minerals space in 2019 with his Partners to launch Bridge Minerals.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or ShannonManner smanner@nobleroyalties.com
Derren Geiger - CEO of Cornerstone Acquisition & Management returns to the podcast to weigh in on the current state of affairs in the economy, including the failure of SBV, rising interest rates, and how everything is impacting the minerals space and the broader oil & gas industry.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Oscar Torres - CEO of Tower Rock Oil & Gas returns to the podcast to walk through his team's journey over the past 3 years and the different strategies they explored including Secondaries, ABS, Large Scale Fundraising, and Asset Sales.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Nathan Jankowiak - Managing Member of Keystone Buckeye Energy joins the podcast to talk about some of his wild stories from aggregating minerals in Appalachia over the years, including "The Inmate Minerals Transactions", "The Driveway Blacktop Side Hustle", and "Stranded in the Woods".
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Glen Kunofsky (CEO) and Danny Price (VP - Investments) at NNN Pro Group join the podcast to talk about the real estate side of the 1031 exchange market and their firms expertise in the Triple Net Lease space, including how similar they are to minerals & royalties.
A big thanks to our 4 Minerals & Royalties Podcast Sponsors:
--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information
--Farmer National Company: For more information on Farmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Max Gagliardi (Managing Partner) & Mike Wright (Director - BD) from Ancova Energy join the podcast to walk through how NonOp owners can take their interests in-kind in order to help lower their midstream marketing costs, while also gaining additional access & transparency to pricing data.
A big thanks to our 2 Minerals & Royalties Podcast Sponsors:
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Beth Good - CEO of Resource Royalty joins the podcast to talk about their team's strategy in the retail investor market, Anadarko Basin, and 1031 Exchange Minerals space.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Daniel Herz - CEO of WhiteHawk Energy comes back onto the podcast to talk about WhiteHawk's recent $105mm minerals acquisition in the Haynesville.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Nick O'Grady (CEO) and Adam Dirlam (President) from Northern Oil and Gas (NOG) join the podcast to walk through the NOG story and how they navigated the capital markets, overcame a challenged balance sheet, and grew into the largest publicly traded NonOp company in the space.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Tim Pawul - President of Minerals & Royalties Authority and Chris Atherton - CEO of EnergyNet walk through all of the major Minerals & NonOp transactions from 2022.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
For a deeper dive on the following transactions, be sure to revisit some of the episodes below on the Minerals & Royalties Podcast:
--August 22nd, 2022: Brigham Minerals $132.5mm Midland Basin minerals acquisition from Avant Natural Resources => https://podcasts.apple.com/us/podcast/breaking-down-avants-%24132-5mm-midland-basin-exit-to/id1502759760?i=1000589490239
--July 7th, 2022: Freehold Royalties minerals acquisitions in the Eagle Ford (CAD$32mm), Midland Basin (CAD$19mm), and Midland Basin / Howard County (CAD$132mm) => https://podcasts.apple.com/us/podcast/dave-spyker-president-ceo-rob-king-vp-of-bd-at/id1502759760?i=1000577343316
--June 15h, 2022: Invico Capital's $32mm Williston Basin NonOp acquisition => https://podcasts.apple.com/us/podcast/sara-pettigrew-director-of-energy-investments-invico/id1502759760?i=1000570714975
--February 28th, 2022: WhiteHawk's $52.5mm Appalachian minerals acquisition from San Jacinto Minerals => https://podcasts.apple.com/us/podcast/daniel-herz-president-ceo-whitehawk-energy/id1502759760?i=1000558781405
--February 10th, 2022: Brigham Minerals $32.5mm Midland Basin minerals acquisition from Echo Energy: https://podcasts.apple.com/us/podcast/rob-roosa-ceo-of-brigham-minerals/id1502759760?i=1000557651406
Vignesh Proddaturi - Managing Partner of Garnet Energy Capital joins the podcast as part of our “NonOp Series”. During the episode, Vignesh walks through the different NonOp strategies and ventures he has been a part of throughout his career, including his team's current strategy at Garnet Energy Capital.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Jacob Nagy, Co-CEO of Avant Natural Resources comes onto the podcast to talk about the Avant story and break down their recent $132.5mm exit to Brigham Minerals in the Midland Basin.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Glenn Adams - President of Stonetex Oil Corp joins the podcast as part of our new “NonOp Series”. During the episode, Glenn walks through his 40+ years of experience in structuring NonOp transactions and why his team is currently focusing on NonOp in Conventional development.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Lex Hochner - Managing Director of Pickering Energy Partners joins the podcast as part of our new “NonOp Series”. During the episode, Lex walks through Pickering Energy Partner's NonOp strategy, including their PDP NonOp Strategy and Drilling NonOp Strategy.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Travis Pace – CEO of Fortuna Resources joins the podcast as part of our new “NonOp Series”. During the episode, Travis walks through Fortuna’s NonOp strategy in the Lower 48 and how it has evolved over time.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Matt Wieszczyk - Managing Member of Par City Holdings returns to the podcast after his original episode in May of 2020. During the episode, Matt talks about the impact fluctuating natural gas prices & E+P/Midstream transactional activity have had on the ground game in Appalachia.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Evan Anderson - Co-Founder & CEO of Oseberg joins the podcast to talk about how Minerals & Royalties companies can start buying & selling assets systematically by structuring and viewing data in a differentiated way. To learn more about Oseberg, please visit https://hubs.li/Q01qctfS0 or email Evan at hello@oseberg.io
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Chris Beato - CEO of Flat River Minerals and its subsidiaries Rocking WW Minerals, Flat River Resources, Nova Lux Royalties, Heritage Mineral Holdings, and Heritage NonOp Resources returns to the podcast! During the episode, Chris breaks down the macro picture for natural gas & LNG and how it is driving his team's long term investment strategy in natural gas.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Gabe Bourgeois (CEO), Eugene Lipovetsky (CIO), & Andrew Stone (Head - Acquisitions) from Revere Resources join the podcast to talk about their ground game strategy in the Eagle Ford and how they have focused on improving the customer experience during Minerals Transactions.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Cutler Gist - Principal of Montego Minerals returns to the podcast to talk about his team's recent activity in the 1031 exchange space.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Derek Whiting - Manager, Elberta M. Royalty joins the podcast to talk about Arrington Oil & Gas's strategy in the minerals space and their recent expansion into the Delaware Basin and Haynesville.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Dave Spyker - President & CEO and Rob King - VP of BD at Freehold Royalties return to the podcast to talk about their recent transactions in 2022 as well as their overall acquisition strategy in the US since 2017.
A big thanks to our 2 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Ashley Gilmore - CEO of Tracts returns to the podcast to talk about their new partnership w/ Enverus and their new product offering, TitleNotes. During the episode, Ashley also talks about the merits of front running title on acquisitions & running blanket title.
A big thanks to our 2 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Kirk Tholen - President of Alliance Royalty & SVP - Alliance Resource Partners LP joins the podcast to talk about the evolution of Alliance's strategy in the minerals space as a part of their long-term diversification strategy in natural resources & energy.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Sara Pettigrew - Director of Energy Investments at Invico Capital Corporation joins the podcast to talk about their investment strategy in the NonOp and Royalties space as well as some of the recent transactions they have closed over the past 18 months.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Brian Weinberg - Managing Director of Leggett Ventures joins the podcast to talk about their team's minerals portfolio Cannonfield LLC and their strategy over the last few years in TX, NM, and OK.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
On June 28th, 2022 Tim Pawul hosted a webinar discussion on "Asset Backed Securitization for Oil & Gas Working Interest and Royalties". The speakers included Victor Mendoza - Head of Oil & Gas Securitizations at Donovan Ventures, Stephane Lamoine - CEO of SLU Enterprise, Greg Kabance - Managing Director of Global Cross-Sector Group at Fitch Ratings, Rahul Vashi - Partner of Kirkland & Ellis, and Patrick Conway - President & CEO of Dara Energy.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Dick Jacobs - Founder of PDS Services joins the podcast to talk about the minerals trust space and how he originally got into minerals management in the early 1980s in the banking space.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Toby Martinez - CEO of The Texas Mineral Company joins the podcast to talk about the ground game in the Permian over the last 3 years and how his team has adapted in order to continue getting deals done.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Stephane Lamoine - CEO of the SLU Enterprise joins the podcast to discuss all things capital markets and the Permian Basin. As the former CIO of Amundi ($1.2 trillion AUM), Stephane breaks down how large asset managers & institutional investors go about deploying capital and why investing in the oil & gas sector is so difficult in today's current market. Stephane then goes on to describe the SLU Marketplace his team is building, which is going to make oil & gas assets in the Permian Basin investable again for large investors with ESG mandates.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Justin Love - CEO of Blackbuck Resources joins the podcast to discuss the water space in the Permian Basin, how it is affecting E&P development, and some of the key things minerals buyers should keep in mind in regards to water for their acquisition efforts.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Josh Adler - Founder & CEO of SourcEnergy returns to the podcast to talk about the innovative technologies their team has been working on to help give minerals aggregators a ground-game edge and also help institutional investors increase certainty around their valuations for larger minerals transactions.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Daniel Herz - President & CEO of WhiteHawk Energy joins the podcast to talk about the formation of WhiteHawk Energy in 2021 and their first announced transaction in the Marcellus Shale on Feb 22nd, 2022.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
On April 12th 2022, Tim Pawul - President of Minerals & Royalties Authority moderated a webinar discussion around the topic of "The Evolving Role of Private Equity in the Minerals & Royalties Space". The panelists included, Allen Li - SVP of the Opportunities Fund at Oaktree Capital, Peter Ray - Principal at NGP, and Eric Madry - Managing Director at Post Oak Minerals LLC.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Rob Roosa - CEO of Brigham Minerals joins the podcast to talk about the evolution of the Brigham Minerals story since 2012 as well as some of their recent transactions and activity in the capital markets.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Daniel Smith - President of Saints Energy joins the podcast to talk about their Non-Op and Royalties portfolio across the Bakken, Haynesville, Permian, and Anadarko Basin.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Chris Beyer - Head of Financial Flow at EDF Trading North America joins the podcast to talk about how EDF has navigated the volatile commodity price markets from the past few years. Chris also breaks down EDF's hedging business and how they work with various WI and Minerals shops.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Jonathan Carter - CEO of Carter Royalty Company joins the podcast to walk through his 10+ years of experience buying minerals in the Anadarko Basin.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Gabe Gonzalez - Owner of Kinetik Resources joins the podcast to talk all things Appalachia and dig into the weeds on title in Pennsylvania, West Virginia, and Ohio.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
On February 22nd 2022, Tim Pawul - President of Minerals & Royalties Authority moderated a webinar discussion around the theme of "Breaking Down the Successful Minerals & Royalties Exits from 2021" with Darin Zanovich - President & CEO of Mesa Minerals Partners II, David Sims - CFO of OneMap Mineral Services, and Josh Camp - President & CEO of Perpetual Production.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Joe Quoyeser - Former Interim CEO of University Lands joins the podcast to talk all things Permian Basin, including operator trends, development patterns, the evolution of the PE model, and the impact of available water injection capacity and how all of these factors can effect the strategy of Minerals & Royalties Companies.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Back in November 2020, Tim Pawul moderated a webinar discussion around the theme "Is There a Place for PE in the Minerals Space?". The panelists included Jason Craig - Former Managing Director of Denham Capital, Kyle Kafka - Partner of EnCap, James Wallis - Partner of NGP, and Lex Hochner - Managing Director of Pickering Energy Partners.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Austin Hill (CEO) & Hunter Hill (CFO) from LPR Energy join the podcast to talk about their 10+ years of experience in Appalachia operating wells, midstream infrastructure, and buying minerals.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Brandon Benson - Managing Member of FifthPeak Ventures came onto the podcast to talk about his team's strategy in the Haynesville and Midland Basin as well as walk through the Source Energy Partners story from 2017 - 2021.
A big thanks to our 3 Minerals & Royalties Podcast Sponsors:
--SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo
--Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com
--Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com
Back in January 2021, Tim Pawul hosted a "Family Office in Minerals" webinar discussion with Matthew Montgomery - Principal of MAEVLO, Rebecca Baldino - VP of Private Investments for Hartz Capital, Tyler Olson - Head of Energy for Karlin Asset Management, and Ryan Haggerty - Principal of RHR Capital. During the episode, the panel discusses portfolio management, investment structure, and investment strategy for family offices in the minerals space.
Brad Rich & Tanner Kyle - Managing Partners of Aunix Energy return to the podcast to share some of their wild stories from closing deals in Appalachia over the years including:
"Minerals w/ a Side of Maple Syrup"
"The Neighborhood Milkman"
"The Land-locked Jet Skis Deal"
Nick Varel - President & CEO of Wing Resources returns to the Podcast to talk about building his New Mexico Delaware Basin portfolio throughout COVID and how they wrapped up 2021 with a successful exit.
Brian Baumgarten - President of Vector Energy Partners joins the podcast as part of the Kitchen Table War Stories series to tell some of his tales from over the years, including the "The Murder Row Royalties Deal" story and the "Eagle Ford Poker Game" story.
Ben Helms - Managing Director and Ben Fichtenbaum - Director of Acquisitions from Texas Resources Group recently came onto the Podcast for another edition of the Kitchen Table War Stories Series. Their stories include:
(1) The Neo Nazi Mineral Owner Who Got Shot in the Dick
(2) The Biker Story
(3) Stop Calling Me, I Don't Know Who Rosemary Is
David Spyker - President & CEO of Freehold Royalties returns to the Podcast to talk about Freehold's success in the Canadian Capital Markets and their closed transactions in July, August, and September 2021.
Cas Aitchison - Co-Founder of Rain Oil & Gas LP joins the podcast as part of our Kitchen Table War Stories series. During the episode, Cas tells some hilarious stories including, "The Four Horseman Burger Challenge" and "The Houston Carjacking".
Matt Wieszcyk - Managing Member of Par City Holdings returns to the podcast to share some wild stories from his dealings in Appalachia, including "The Mob Boss Trust", "The Methadone Clinic", "The German Shepherd Shakedown", "Rough Hollow Unit", and "Laundry Day".
Ben Heinzelmann – President of Energy Domain recently joined the podcast to walk through the evolution of the Minerals Management space and how his team has continued adding value to their minerals clients through the launch of Energy Domain and Energy Freelance.
Charlie Shufeldt - CEO of Elk Range Royalties recently came onto the podcast to discuss his team's portfolio & acquisition criteria as well as their latest transaction in the Permian, which included 2,000+ NRAs in the core of the Midland & Delaware Basins.
As part of our new "Renewables Series", Brennan Potts - CEO of Accelerate Real Asset Management came onto to the podcast to talking about his team's launch of Activate Renewables earlier this year, which received a $500mm commitment to buy rents & royalties interests in wind, solar, and energy storage projects across the US.
David Garofalo - Chairman & CEO of Gold Royalty Corp. recently came onto the podcast to walk through his background in the precious metals space and some of the trends he has seen with precious metals royalty companies over the last few decades. Throughout the episode, comparisons are made between the oil & gas royalties space and the precious metals royalties space in order to identify similar trends and lessons learned. https://basecamp.com/2854389/projects/17865874/todos/448718199?enlarge=441946794#
Crosby Shaver - CEO of Blue Darter Energy comes onto the podcast to share some of his crazy stories, including a heated minerals deal negotiation with an old family friend & a messy partnership that landed a mineral owner in jail.
Ben Samuels - CEO of Sourcerock Midstream recently came onto the podcast to talk about his passion for philanthropy and some of the causes he is involved in, including Sky High for Kids, a non-profit focused on raising money for leading hospitals and research centers in their quest to end childhood cancer. If you live in the Midland/Odessa area, be sure to check out their upcoming 2021 Permian Basin Banquet & Sporting Clay Tournament that is taking place September 17-18. To get registered for a ticket, please visit https://skyhigh.salsalabs.org/2021permian/index.html.
Steve Hendrickson - President of Ralph E. Davis Associates, a wholly owned subsidiary of Opportune LLP who is focused on Reserves Engineering & Geosciences recently came onto the podcast. During the episode, Steve walks through his 40+ year career in Oil & Gas and how he got involved in the Minerals & MLP space in the mid-2000s working for Montierra Minerals & Production LP.
On June 15th 2021, Minerals & Royalties Council hosted a webinar around the theme of ORRI Carve-outs. Paul Heerwagen - President & CEO of Selenite Energy Partners, Mingda Zhao - Partner at White & Case LLP, Tom Edelman - Managing Partner at White Deer Energy, and Zach Winegrad - Managing Director at Sixth Street Partners joined the discussion to walk through the different types of ORRI structures and the various dynamics at play for investors and E&Ps.
Chris Atherton - CEO of EnergyNet recently came onto the podcast to discuss the evolution of EnergyNet over the last 20 years, trends in the A&D market, and how their team has leveraged proprietary market comps to help achieve an 82% close rate on 2,000+ deals and 1+ billion worth of transaction per year.
Darin Zanovich - President & CEO of Mesa Minerals Partners II came back onto the podcast to discuss their teams recent exit to Franco Nevada in December 2020, their new partnership with NGP in May 2021, and their latest acquisition in the Louisiana side of the Haynesville in July 2021.
Ashley Gilmore – CEO of Tracts, Whitney Wickes – COO of Rocking WW Minerals, and Adam Olivier – BD Manager of OneMap Minerals come onto the podcast to talk about the land side of the minerals business and the efficiency gains realized by leveraging Tracts to automate the chaining of title.
Jason Hoisager former President of Rock Ridge Royalty and President of newly formed Mustang Ridge Minerals joins the podcast. On the heels of the recent combination between Rock Ridge Royalty and Desert Peak Minerals in the Delaware Basin, Jason walks through the Rock Ridge Royalty story and what his team has planned in the future for his next venture, Mustang Ridge Minerals.
Ben Barresi (President) and James Sauseda (VP - Engineering) at Cosmos Energy recently joined the podcast. As a family owned minerals and royalties aggregator that has been actively buying minerals in Oklahoma since the 1990s, Ben & James talk about the importance of building relationships and trust with minerals owners over the long-term.
Andrew Rosell, Shareholder at Winstead joins the podcast as part of our mini series around “Investor Due Diligence for Minerals & Royalties Funds”. During the episode, Andrew walks through different kinds of fund structures, fund provisions, management fee structures and much much more.
Kim Garber - CEO of CORE-CCO, a compliance and regulatory consultancy for private funds, joins the podcast as part of our “Investor Due Diligence for Minerals & Royalties Funds” mini series. During the episode, Kim discusses the different types of registration requirements and exemptions that should be considered when raising/operating a private minerals fund. She also walks through the various factors that trigger different kinds of State and SEC level oversight.
Reid Vidrine - Head of Energy at Standish Management joins the podcast as a part of our Mini-Series around “Investor Due Diligence for Minerals & Royalties Funds”. During the episode, Reid walks through the roles and responsibilities of a 3rd Party Fund Administrator. He also walks through some of the reporting requirements/expectations you can expect across different types of investors and different sized funds.
Roger Crabb - Partner at Scheef & Stone joins us as a part of our new mini series around “Investor Due Diligence for Minerals & Royalties Funds”. During the episode, Roger walks through the various aspects of raising a fund, including the role of registered investment advisors & broker dealers, investment structure, and due diligence check lists.
On March 31st, Robert Hefner - CEO of Hefner Energy and Tim Pawul - President of the Minerals & Royalties Council hosted the first rendition of the “Minerals & Royalties Quarterly Q&A Webinar Series” where they answered questions live from Minerals Execs who called into the show. During the episode, Robert and Tim discuss questions around bank debt, IPOs, the size of the Minerals A&D space, and much much more.
Chris Phillips - CEO of Phillips Energy joins us to discuss his team's journey in the Minerals space. Back in 2006, Phillips Energy became the first ever PE backed minerals company when they joined forces with EnCap, which led to a 10 year partnership across for 4 funds. Fast forward to today, Chris and his team are now back at it as they look to raise institutional capital for their next minerals fund.
David Spyker joins us from Freehold Royalties, a publicly traded minerals & royalties company on the Toronto Stock Exchange. During the episode, David walks through Freehold’s expansion strategy into the US, including the recent $58mm transaction they closed across the Permian, Eagle Ford and Haynesville.
Chad Stephens joins us from PHX Minerals, a publicly traded minerals & royalties company on the NYSE. During the episode, Chad walks through his 40+ years of experience in the Upstream space and his teams vision for PHX Minerals going forward.
Trent Leon, Tyler Leon, and William Malloy, the Managing Partners at Tilden Capital join the podcast to discuss their track record in the Permian Basin, including their recent partnership with Pegasus Resources and their current partnership with KKR.
In this episode, Tim Pawul - President of Minerals & Royalties Council flips the script and invites Sam Vogel, a minerals investor to come onto the podcast to interview him so he can walk through his personal journey in philanthropy. During the episode, Tim tells the story of how he and his wife met Bertin Kamuntu in Cape Town South Africa in 2013 and have since set-up the Hope-Joy Kamuntu College Fund.
Griffin Haby III & Paden Mckinney, Co-Founders of Mountain Lion O&G return to the podcast to share some of their crazy stories from over the years including:
"Lions and Tigers and Bears, Oh My!"
"Come up the Holler"
"Haby's 'There Will be Blood' Moment"
"The Barn House Robbery"
"The AR 15 Deal"
"Chasing an F6 Tornado"
Cutler Gist returns to the podcast to discuss his family's journey in philanthropy, including Cutler's involvement in Midland's Bush Tennis Center and a heartfelt story about the loss of his son, Michael Mercer Gist and the scholarship his wife and he have set-up at Texas Tech in Mercer's honor. If you are interested in contributing to the Texas Tech Mercer Michael Gist Foundation, then please follow the instructions below.
Online Donation:
- Visit https://donate.give2tech.com//
- Go to “Search for a specific fund", type in “Mercer”, and then click “Mercer Michael Gist Scholarship Endowment”
Check/Cash
- Mail to: Texas Tech University, Box 41071, Lubbock, TX 79409-1071 (Attn to Mallory Billings)
- Specify that the gift should be contributed to the Mercer Michael Gist Scholarship Fund.
King Crow - Partner at Flatland Minerals joins us to discuss his 40+ year career in finance and why he sees Minerals as such an attractive asset class to invest in.
Trey Stanton - CEO of ES3 Minerals joins us to tell a few crazy stories from his years in the minerals space:
(1) Blood & Money on Horseshoe Bay - While working a Midland County minerals deal, Trey finds himself in the middle of the seller’s family drama. Although the deal got done without a hitch, things were tense up until the very last moment…
(2) The Dairy Queen Deal - Trey tells the story about a leasehold deal he closed back in 2013 with a Rancher in West Texas. After 2 full days of staying at the Ranch, working cattle, and building a rapport with the land owner, Trey figured he had the deal in the bag. Little did he know that something as simple as an ice cream from Dairy Queen would be the thing that saved the deal from falling apart…
JD Mann - President & CEO of Warrior Oil & Gas joins us to discuss the different ventures he has started on the Land Services and Minerals front over the years, including his current company Warrior Oil & Gas, which is focused on acquiring minerals in Appalachia.
JD Smith joins us to share some of the wild stories he has experienced from over the years, including: "The Adult Toy", "Trapper Tim", "Bombing a Land Services Company Meeting", "The Cougar Story", "The Domino's Delivery Guy", "Beating a Deal to the Courthouse Steps", and "The Coin Flip".
Troy Eckard - CEO of Eckard Land & Acquisition joins us walk through his 30+ year career in the oil patch and how he has managed to successfully raise hundreds of millions of dollars from high net worth investors.
Logan Heffner - Partner & VP of Engineering from Rye Ridge Resources joins us to discuss the Uinta Basin.
Stephen Claybourn, long time Oil Field Service Entrepreneur and Host of The BlackGold Podcast joins us to discuss the current state of affairs for the OFS space and how some of the trends he is seeing can be leveraged in the minerals & royalties space.
Charlie Matter, CEO of CASE Energy Partners returns to the podcast to share his Kitchen Table War Stories. Hear about a leasing story from a decade ago with a Rancher in Colorado.
Find out more about the Minerals & Royalties Council
Robert Hefner returns to the podcast to kick off the new "Kitchen Table War Stories Series" with some wild tales about a rogue employee in New Mexico and a bizarre scenario he came across when pursuing a leasing deal with a landowner many years ago.
Brad Rich & Tanner Kyle join us from Aunix Energy, a private minerals & royalties aggregator that is focused on the Appalachian basin. During the episode, Brad & Tanner walk through the dynamics of minerals buying in Appalachia including cumbersome title, operator behavior, and the unique challenges & opportunities presented by COVID-19.
Ryan Strawn joins us from Appalachian Mineral Partners to discuss the dynamics of minerals buying in Appalachia and why his team continues to be bullish on natural gas.
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 specialization.
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 Momentum Minerals
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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.
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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.
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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.
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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.
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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 overall management of the company. Prior to PL, Ryan spent eight years working in investment banking, beginning in the Financial Sponsors Group at Bank of America Merrill Lynch, where he helped raise acquisition financing for private equity client investments, as well as focusing on advisory services for their portfolio companies. In 2012, Ryan transferred to the Energy Group and moved to Houston, TX where he functioned in the role of Vice President helping to underwrite and execute transactions. In 2014, Ryan transitioned to BMO Capital Markets to focus on upstream companies, working as a Vice President until 2017. During his career in investment banking, Ryan underwrote more than $20 billion in committed financing, and closed more than 35 lead left and advisory transactions with a total value greater than $25 billion. Ryan received his MBA in 2009 from the McCombs School of Business with specializations in Private Equity Finance and Real Estate Finance. Ryan lives in Austin, TX with his wife and three children.
Abhishek Kumar
Abhishek Kumar is a founder and Principal of Production Lending. He is jointly responsible for supervision of PL’s investment program and strategy, as well as overall management of the company. Prior to founding Production Lending in 2016, Abhishek spent eight years in Energy Investment Banking. During this time he underwrote more than $35 billion in committed financing, and advised companies in the Energy sector on over $15 billion of successfully closed M&A transactions. Abhishek started his banking career in the Energy Group of Wells Fargo as an Associate where he focused mostly on upstream and midstream sector clients. In 2010, Abhishek transitioned to Nomura where he helped raise acquisition financing for energy focused private equity clients and also advised upstream and oilfield services companies on M&A, equity, debt, interest rate and commodity derivatives. From 2014 till 2016, Abhishek worked at BMO Capital Markets as Vice President in the Energy Investment Banking Group where he focused mostly on upstream companies. Abhishek received his MBA in 2008 from the McCombs School of Business and his BS in Aerospace Engineering from the Indian Institute of Technology (IIT) Kanpur. At McCombs, Abhishek was the recipient of Endowed Presidential Scholarship and at IIT Kanpur, he was the recipient of prestigious Nigam scholarship for excellence in academics. Abhishek is also a CFA Charterholder. Abhishek lives in Houston, TX with his wife and two children.
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.
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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.
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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.
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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 Inside Petroleum, where they are implementing all of the features O&G Executives need to operate their companies in today’s fast paced environment.
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 and the of the early days of the MLP space in the 2000s, and how similar arbitrage opportunities will become available in the market as PE backed minerals portfolios mature over time and need an exit to publicly traded minerals companies.
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.
Robert Hefner joins us from Hefner Energy, a technology driven minerals & royalties company who is focused on the MidCon. During the episode, Robert discusses the pros & cons of investing in the Anadarko Basin, the difference between stochastic & deterministic modeling, and why active portfolio management is so important for maximizing the value of a minerals portfolio.
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 more sophisticated approach to minerals investing given that you don’t have control of development.
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 years.
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 discounts from PE backed companies who will need to sell their assets over the next few years in order to begin returning capital to their investors.
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 effects of COVID-19 & the Oil Price War in full force, Adam describes how his theory of “Peak Permian” is not only being validated but also sped up.
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.
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 policies, COVID-19, and the Oil Price War are affecting today’s market.
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.
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.
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 todays market.
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 critical factor to consider when building a portfolio.
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.
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.