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