SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (78309)10/23/2025 10:19:35 AM
From: robert b furman2 Recommendations

Recommended By
E_K_S
toccodolce

   of 78434
 
Yup,

New purchase adjacent to existing holdings is the common thread with energy M&A.

Contiguous land equals longer laterals and more production at a lower cost.

The other one that has thaim is PR Permian Resouces.

A Permian pure play and has the best and newest technology - # 9 largest produce in the Permian.

Their claim to Fame is the lowest cost of drilling per lateral foot in the Permian.

I read an article that suggested PR and SM should merge to become a bigger player. Can'y find it but it was from an oil analyst.

SM is SM energy. Also a Permian player.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News