The Minerals and Royalties Podcast

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 Kamun...

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 plea...

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 - Tr...

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 

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...

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 con...

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 A...

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...

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. Find out more about the Oil & Gas Council&n...