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Diamondback Acquisition of Endeavor - Vital Read Through
Diamondback Acquires Endeavor in $26 Billion Permian Oil Deal, With Promising Read-Through for Independent Producers like Vital Energy On Monday…
Feb 16
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Bison Energy Insights
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October 2023
Weatherford: This Global Supplier of Integrated Oilfield Services is an Unexpected Winner in the Oilfield Services Boom
This month we are sharing another Bison portfolio position: Weatherford International (NASDAQ: WFRD). Weatherford is a storied global oilfield services…
Oct 28, 2023
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Bison Energy Insights
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Weatherford: This Global Supplier of Integrated Oilfield Services is an Unexpected Winner in the Oilfield Services Boom
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September 2023
Rebound in the Freight Market: Oil Market Recession Fears Were Exaggerated
(Important Disclaimer at the Bottom)
Sep 22, 2023
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Rebound in the Freight Market: Oil Market Recession Fears Were Exaggerated
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Plant Sale Unlocks Value for Pipestone Energy
(Important Disclaimer at the Bottom)
Sep 5, 2023
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Bison Energy Insights
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Plant Sale Unlocks Value for Pipestone Energy
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August 2023
Permian Basin Consolidation Continues with Permian Resources’ Acquisition of Earthstone Energy
One week after Earthstone Energy (NYSE: ESTE) closed on its acquisition of Novo, Permian Resources (NYSE: PR) announced that it is acquiring Earthstone…
Aug 22, 2023
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Permian Basin Consolidation Continues with Permian Resources’ Acquisition of Earthstone Energy
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Bison is Opposed to The Proposed Take-Under of Pipestone by Strathcona
(Important Disclaimer at the Bottom)
Aug 18, 2023
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Bison is Opposed to The Proposed Take-Under of Pipestone by Strathcona
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Narrative Inversion: Canadian Publicly Traded Oil Company Sells Shale Asset at a Premium to a Private Equity Backed Company – More O&G M&A…
Athabasca Oil Corporation (TSX: ATH) recently announced its disposition of non-core light oil assets in the Montney and Duvernay shale plays to a…
Aug 7, 2023
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Narrative Inversion: Canadian Publicly Traded Oil Company Sells Shale Asset at a Premium to a Private Equity Backed Company – More O&G M&A to Come
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July 2023
Sandridge’s Accretive Acquisition Confirms Improved Capital Allocation
Sandridge Energy (NYSE: SD) recently acquired working interest in 26 wells in the Northwest Stack play producing net 500 boe/d (30% oil). The net…
Jul 25, 2023
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Sandridge’s Accretive Acquisition Confirms Improved Capital Allocation
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$100 Million Alberta Power Generation Transaction Implies Significant Value for Journey Energy’s Power Generation Business
At Bison, we look for heavily discounted oil and gas equities with good assets, survivable balance sheets, proven management teams, and imminent…
Jul 18, 2023
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$100 Million Alberta Power Generation Transaction Implies Significant Value for Journey Energy’s Power Generation Business
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June 2023
Civitas Resources’ Acquisition of Two Permian Assets At A Healthy Multiple Has Important Read Through for Vital Energy
Permian basin consolidation continues at a rapid pace. Only a few days after Earthstone Energy (NYSE: ESTE) announced its acquisition of Novo Oil & Gas…
Jun 20, 2023
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Civitas Resources’ Acquisition of Two Permian Assets At A Healthy Multiple Has Important Read Through for Vital Energy
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Earthstone Buys Novo Oil & Gas For A Modest Price, Still Implying Significant Upside for Heavily Discounted Vital Energy
The oil and gas M&A boom is in full swing, with Earthstone Energy (NYSE: ESTE) recently having announced it was acquiring Novo Oil & Gas Holdings LLC, a…
Jun 16, 2023
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Bison Energy Insights
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Earthstone Buys Novo Oil & Gas For A Modest Price, Still Implying Significant Upside for Heavily Discounted Vital Energy
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OPEC+ Meets, Saudi Voluntarily Cuts Production
This past weekend, OPEC+ struck a deal to extend production cuts into 2024 to support the oil market. And aside from official production cuts, it is…
Jun 7, 2023
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Bison Energy Insights
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OPEC+ Meets, Saudi Voluntarily Cuts Production
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