The Minerals and Royalties Podcast

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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