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Minerals & Royalties Portfolio Strategies: Diversification vs Specialization
For the longest time, minerals & royalties companies looked to build diversified portfolios across multiple States, basins, and commodities. As institutional money started flowing into the space over the last 5-6 years, it then became vogue to build rifle-shot portfolios in order to increase optionality for future exits (asset sale or IPO). After COVID-19 and the Oil Price War disrupted US Shale, many are now seeing advocating the benefits of building a diversified strategy again.

• Commodity Mix vs. Only Gas or Oil
• Fee Mineral Only vs ORRIs, NPIs, and Minerals
• Unconventional vs Conventional
• Undeveloped vs PDP
• Multi-Basin vs One Basin
• Lots of Operators vs A Few Operators

In Favor of Diversification:
• Kevin Lorenzen – Co CEO, Momentum Minerals
• Derren Geiger, CEO & Portfolio Manager, Cornerstone Acquisition & Management Company

In Favor of Specialization:
• Jacob Nagy – Co CEO, Avant Natural Resources
• Ran Oliver, Co-President & CEO, Viking Minerals

Sep 15, 2020 09:00 AM in Central Time (US and Canada)

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