Benchmarking Investment Opportunities in Major Resource Plays

A consortium of resource companies required independent expertise to review more than 1 million acres of opportunity. The purpose of the assessment was to determine whether it was plausible to describe the stratigraphic zone as a potential shale/tight oil reservoir and, if warranted, to provide a volumetric assessment.

Project Highlights

  • +$100 million investment decision
  • Insights based on thousands of hours of engineering and geology analysis
  • Informed investment decisions based on independent analysis
  • Using the right data cut the decision timeline by +50%
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Challenges:

Looking at deploying an investment of over $100 million, a hedge fund identified two resource plays as long-term investments

Several target companies in these plays were considered, but a direct comparison of future potential was challenging because:
The plays cover a very large aerial extent, with variable reservoir quality, multiple developable layers and changing fluid compositions

The companies used different drilling and completion techniques, making it difficult to benchmark

Techniques have changed over time due to technological advances

Solutions:

Sproule ERCE compared the developed and undeveloped land base of seven different companies using public data along with Sproule ERCE’s Type Curve Analysis database

Drilling and completion techniques, cost structures and production profiles were compared for each company within each area

Economic key performance indicators by company and area were compared, and potential future drilling locations were identified

Values:

The forecast results provided the client with the necessary analysis and insights to make an informed investment decision

By augmenting proprietary data with information from Sproule ERCE’s Type Curve Analysis database, the client was able to save significant time and cost