Should someone make a run at Callon (CPE). Incredibility cheap
We have CLR in play.
I think something happens with OXY.
Who is cheap enough to buy if you are an upstream company?
Would Team Biden approve?
Should consolidation happen with smaller Permian players?
https://www.youtube.com/watch?v=jdCPh7bYoqw
M & A
Re: M & A
I think we will see someone step up to raise the bid on CLR.
I think we will see more private companies get rolled up. Examples are Earthstone's strategy, CDEV (which is being added to our Small-Cap Growth Portfolio) and what created STR.
I think we will see more private companies get rolled up. Examples are Earthstone's strategy, CDEV (which is being added to our Small-Cap Growth Portfolio) and what created STR.
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group