The Minerals and Royalties Podcast

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 cap...

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 investm...

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 ho...

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 oppor...