Rejecting the myth of the 'fast follower' strategy in US shale
*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
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Introduction
- Key takeaways from analysing 17 additional transactions:
- Differentiating between oil-focused and gas-focused assets
- Notable projects and deals
- A consistent methodology
- A clear-cut summary metric
- M&A
- Concluding thoughts
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Appendix
- What deals did we add?
- Strategy tags
Tables and charts
This report includes the following images and tables:
- Oil versus gas project value ranges
- Aggregate PV by strategy, indexed to incumbent acreage holder values
- Updated project value ranges, including newly modelled projects by approach
- Projects added - defined by the seller and asset
What's included
This report contains: