Framing a record Haynesville deal: digging into the Rockcliff rumor
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive Summary
- Event
- The players
- Strategy
- Rockcliff growth
-
Valuation summary
- Value enhancers
- Value risks
- M&A comparisons
- Diving into Carthage
- Costs
- Productivity
-
Inventory
- Cotton Valley upside
- Hedging
- Outcome
Tables and charts
This report includes 14 images and tables including:
- Rockcliff leasehold map (WoodMac sub plays) and core ArkLaTex production
- Rockcliff portfolio timeline prior to January 2023 TC sale rumor
- Post-tax valuation sensitivities (US billions)
- ArkLaTex M&A comps – Goodrich, Indigo, Vine, and GEP
- Haynesville sub play development evolution
- Haynesville capex by true vertical depth
- Productivity map and Rockcliff lease lines
- Appendix: Henry Hub prices (US$/mcf)
What's included
This report contains:
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