My NARO Convention presentation topics - GoHaynesvilleShale.com2024-03-28T11:07:57Zhttps://gohaynesvilleshale.com/forum/topics/my-naro-convention-presentation-topics?commentId=2117179%3AComment%3A4023033&feed=yes&xn_auth=noThat happens. Most mineral b…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40232592022-05-18T19:45:38.846ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>That happens. Most mineral buyers that have provided me with a peak behind their deal perimeters try to flip their acquisitions for a 25% markup. Occasionally some will be adamant that they only buy for their own portfolio and don't flip. Of those who have made such claims, I have found a good many with mineral deeds to other investors that are recorded in the public record.</p>
<p>Whenever I get a contact from a new buyer, I perform a search of the secretary of state's database to see…</p>
<p>That happens. Most mineral buyers that have provided me with a peak behind their deal perimeters try to flip their acquisitions for a 25% markup. Occasionally some will be adamant that they only buy for their own portfolio and don't flip. Of those who have made such claims, I have found a good many with mineral deeds to other investors that are recorded in the public record.</p>
<p>Whenever I get a contact from a new buyer, I perform a search of the secretary of state's database to see their incorporation/registration form. If a principal listed there has a home address, I google it. Most of the time I find they live in some pretty expensive looking homes. If you were to google my home address, you would find a 70 year old, 2 bedroom - one bath 1200 sq. foot home. I could live in one of those McMansions but I'm not that materialistic. I'm comfortable with what I have and I sleep just fine each night. In a business informed by flexible ethics, everyone who participates has to decide where their comfort zone lies.</p>
<p></p> I think most of the (lowball)…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40230402022-05-18T19:04:44.302ZMister Sundayhttps://gohaynesvilleshale.com/profile/KeithLFancher
<p>I think most of the (lowball) offers are from folks hoping to get it cheap because the royalty owners haven't seen a check in a while.</p>
<p>I think most of the (lowball) offers are from folks hoping to get it cheap because the royalty owners haven't seen a check in a while.</p> Thanks, Bill. When I get caug…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40231042022-05-18T18:22:08.396ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>Thanks, Bill. When I get caught up I'll start a discussion that mirrors the part of my presentation dealing with re-fracs. Although it is based on Louisiana Haynesville data, I think it applies across the fairway.</p>
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<p>Thanks, Bill. When I get caught up I'll start a discussion that mirrors the part of my presentation dealing with re-fracs. Although it is based on Louisiana Haynesville data, I think it applies across the fairway.</p>
<p></p> Skip - We really appreciate y…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40230332022-05-18T16:31:52.371ZBill Rhttps://gohaynesvilleshale.com/profile/BillR
<p>Skip - We really appreciate your sharing all of this with us... helps those of us lacking in the understanding of everything Shale.</p>
<p>Good group of People here sharing some great insight and knowledge here! </p>
<p>Skip - We really appreciate your sharing all of this with us... helps those of us lacking in the understanding of everything Shale.</p>
<p>Good group of People here sharing some great insight and knowledge here! </p> Offers are generally higher f…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40230912022-05-18T13:05:17.961ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>Offers are generally higher for all Haynesville/Bossier minerals regardless of their near term development situation. Of course there must be considerable reserves left in the ground. Since investors prioritize early return on investment, where new wells are on the way the offers are more aggressive. There are however buyers who understand that buying good proven reserves where there are no indications of near term development involves less competition and potentially more cooperative…</p>
<p>Offers are generally higher for all Haynesville/Bossier minerals regardless of their near term development situation. Of course there must be considerable reserves left in the ground. Since investors prioritize early return on investment, where new wells are on the way the offers are more aggressive. There are however buyers who understand that buying good proven reserves where there are no indications of near term development involves less competition and potentially more cooperative mineral owners. Its not just the current spike in natural gas prices. It's that many investors see natural gas as a better longer term investment compared to oil.</p>
<p></p> That's just like Rock Man and…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40229372022-05-18T12:51:09.870ZMister Sundayhttps://gohaynesvilleshale.com/profile/KeithLFancher
<p>That's just like Rock Man and I were discussing offers for Mineral Acres/ Mineral interests/ Royalty Interests and I was saying considering how long the unit I'm in has been down, usually the offers are considerably lower than they have been.</p>
<p>That's just like Rock Man and I were discussing offers for Mineral Acres/ Mineral interests/ Royalty Interests and I was saying considering how long the unit I'm in has been down, usually the offers are considerably lower than they have been.</p> The kind of information provi…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40231632022-05-18T12:29:26.755ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>The kind of information provided informs mineral owners and can make them more difficult to deal with when seeking a lease or attempting to buy their minerals at a discount to fair market value. The industry has thrived on the fact that 99+% of private mineral owners are clueless as to how leasing and receiving compensation works or how to properly value their minerals. I</p>
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<p>The kind of information provided informs mineral owners and can make them more difficult to deal with when seeking a lease or attempting to buy their minerals at a discount to fair market value. The industry has thrived on the fact that 99+% of private mineral owners are clueless as to how leasing and receiving compensation works or how to properly value their minerals. I</p>
<p></p> I am curious as well!tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40230892022-05-18T12:25:40.828ZMister Sundayhttps://gohaynesvilleshale.com/profile/KeithLFancher
<p>I am curious as well!</p>
<p>I am curious as well!</p> That would be nice to see you…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40228552022-05-18T03:23:16.308ZRock Manhttps://gohaynesvilleshale.com/profile/MarkP
<p>That would be nice to see your slides on the site / should generate some good discussion.</p>
<p>I know you laid out some interesting facts and data - wonder why company reps were a bit sour?</p>
<p>Too much info to the masses????</p>
<p>That would be nice to see your slides on the site / should generate some good discussion.</p>
<p>I know you laid out some interesting facts and data - wonder why company reps were a bit sour?</p>
<p>Too much info to the masses????</p> The mineral owners appeared t…tag:gohaynesvilleshale.com,2022-05-18:2117179:Comment:40230792022-05-18T02:11:15.597ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>The mineral owners appeared to like it very much. The operating company and mineral company reps in attendance, not so much but they took it in good humor. One of the principals of Azul was there. James Carroll, VP-Land. Nice guy. I wished them luck with their first Haynesville well. They are in a challenging location.</p>
<p>I will see if I can turn my presentation slides into a GHS discussion when I get the chance. I have been dissecting well payout statements since I got…</p>
<p>The mineral owners appeared to like it very much. The operating company and mineral company reps in attendance, not so much but they took it in good humor. One of the principals of Azul was there. James Carroll, VP-Land. Nice guy. I wished them luck with their first Haynesville well. They are in a challenging location.</p>
<p>I will see if I can turn my presentation slides into a GHS discussion when I get the chance. I have been dissecting well payout statements since I got home.</p>
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