Energy News Beat Podcast

Energy News Beat Podcast


Deal Spotlight Episode #4 Navigating the Oil Patch: Insights into Mergers, Metrics, and Market Trends

March 04, 2024

This is a Deal Spotlight with John Ferrell, Co-Founder / CEO at WellDatabase, and Michael Tanner. They cover great use of techniques in evaluating oil and gas deals. They even cover the Diamondback and Endeavor merger, potential mergers in the Permian, and other cool new developments.


We use WellDatabase on the Sandstone Group's deal evaluations and it has saved us time and money. Check out WellDatabase HERE: https://welldatabase.com/


Follow John on his LinkedIn Here: https://www.linkedin.com/in/johnferrellsr/


Follow Michael on his LinkedIn Here: https://www.linkedin.com/in/michaeltannersandstone/


Check out https://survey.energynewsbeat.com/ and see what is coming around the corner as we expand services and products.



Highlights of the Podcast


00:00 - Intro

01:43 - Analysis of Contiguous Acreage and Deal Valuation

04:03 - Transaction Overview and Synergy Assessment

06:09 - Comparison of Enterprise Values and Operational Integration

07:45 - High-Level Financial Analysis and Performance Metrics

10:00 - Evaluation of Financial Metrics and Economic Assumptions

17:01 - Analysis of recent oil production data

18:32 - Comparison of combined company's value with peers

21:30 - Comparison of type curves and production performance

34:42 - Discussion on Diamondback and Endeavor merger

35:51 - Potential future mergers in the Permian Basin

41:10 - Evaluation of data analysis capabilities and future developments