Nice Offer for my Mineral Rights

Hi Everyone, I posted several months ago. Some changes to report... I've been offered $5000/net acre for Township 9 North, Range 58 West, Section 25. I see there is someone on this group very close to my location. :> ) Anyway, I have a pretty crummy Lease (13% and responsible for expenses) Two questions: First, does the company who offered me this deal know about my Lease? Specifically, how do companies "get out" of existing Leases when they buy the rights?

Second question, what does an offer this high say about what I might get in royalties if I keep the rights?

You guys have been really helpful in the past. And I'm very interested to hear what your opinions are, based on my new info.

Gina:

Most likely this company has researched the records at the County Clerk's office and knows about the existing lease. In regards to terminating the lease, this should be addressed in the terms of the lease. In reference to your second question, I'm not familiar with the area where your minerals are located but possibly someone on this forum can advise you on that matter. Sounds like you might want to consider keeping these minerals and hopefully negotiate a better lease in the future.

Gina, mineral buyers do not get out of the leases on the mineral acres they buy. Something to consider is that the mineral acre buyer is buying all of the oil underground for all time, usually they offer an amount that they believe they will recover from current production in 3 to 5 years. The buyer is frequently better informed on the potential for more drilling on your acres as they closely follow drilling reports and the operator seldom informs a mineral owner that that they are drilling more wells. Many mineral owners, the first notice they receive that there is more drilling going on is when the receive the division order sometimes more than a year after the new well has been producing. This allows ample time for buyers of acres to make offers to people who have no idea that their acres have increased in near term value. I would not consider selling without checking to see if there had been any new activity or if new activity is planned. I hope this helps.

Thanks for the info RW. So, let me see if I'm understanding completely..

You are suggesting that the offer I've rec'd may be the approximate (I know, it's all a crap shoot) value of 3-5 years production. As an aside, I assume that some wells produce longer term and some are shorter. Would 3-5 years be considered an average?

And this 3-5 year offer is for just ONE well, and does not assume any other drilling? More wells = more $ potential?

As for checking to see about new activity, were you the good samaritan who helped find out for me that there had been equipment placed on the property, but no drilling--maybe a year or so ago?

If you ask me how to grow a strawberry, I'm your gal. Oil wells? Not so much. LOL

Too bad I can't ship you some, for your help...

r w kennedy said:

Gina, mineral buyers do not get out of the leases on the mineral acres they buy. Something to consider is that the mineral acre buyer is buying all of the oil underground for all time, usually they offer an amount that they believe they will recover from current production in 3 to 5 years. The buyer is frequently better informed on the potential for more drilling on your acres as they closely follow drilling reports and the operator seldom informs a mineral owner that that they are drilling more wells. Many mineral owners, the first notice they receive that there is more drilling going on is when the receive the division order sometimes more than a year after the new well has been producing. This allows ample time for buyers of acres to make offers to people who have no idea that their acres have increased in near term value. I would not consider selling without checking to see if there had been any new activity or if new activity is planned. I hope this helps.

Gina, I was not that good Samaritan, there are so many helpful people here. I did tell you that EOG had set surface casing

Interesting that you had equipment parked on your property a year ago?

Gina, it usually is 3 to 5 years of the existing wells royalty but if they have an inkling of future development, they could include that also. Also, I believe the usual offers are discounted in case the price of oil drops, in case the well declines at a greater than expected rate and so forth so 5 years discounted may actually be equivalent to 3 years of the full royalty.

May I ask a question or two? Have you received an offer from only one buyer? I receive offers from multiple buyers several times a year is why I am asking. There are many possibilities, one of which is that the buyer may be somewhat underhanded and looking for the unwary. I recall the story I had from someone whose father had minerals that had paid him $300,000 over a period of 30 years and he sold to a buyer using the buyers contract and not having a lawyer look the document over for him. The contract included all production from the well since first production and the buyer paid the man $50,000. So the mineral owner owed the buyer $300.000 as soon as he returned the contract to the buyer. My second question is, have you ever heard of the saying that if something seems to be too good to be true, it probably is? It's a truism that comes up frequently in oil and gas.

Gina, I recall the advice you receive from those professionals who buy and sell, they have to tell you that it's risky to hold your minerals, if they told you, you would be better off holding the minerals they would be going against their best financial interests, that does not mean the advice to sell would always be wrong. If you have multiple buy offers and no production I would want to hang on to it until the lease expired before selling as the expiration of the lease could increase the value by as much as 50%. It is somewhat of a crapshoot, you just have to go with the best information you can gather and do what you think best.

RW, I have rec'd many many offers to buy my rights over the last year or so. There are a couple of companies who send me a letter almost every month. The pace of offers has picked up significantly over the last few months. I did ask for offer amounts, so the $5000/acre is the highest of all of them, and makes me ponder selling.

Yes, it was you with the casing info. I have to plead ignorance on all this terminology-which is not something I do often, but can admit to it. :> )

My current contract says that there is an automatic extension of the lease as long as there is any activity, in any form, on it. Not just the one 5 year extension. So, I'm not sure how I could let the lease expire at this point. ??

r w kennedy said:

Gina, I was not that good Samaritan, there are so many helpful people here. I did tell you that EOG had set surface casing

Interesting that you had equipment parked on your property a year ago?

Gina, it usually is 3 to 5 years of the existing wells royalty but if they have an inkling of future development, they could include that also. Also, I believe the usual offers are discounted in case the price of oil drops, in case the well declines at a greater than expected rate and so forth so 5 years discounted may actually be equivalent to 3 years of the full royalty.

May I ask a question or two? Have you received an offer from only one buyer? I receive offers from multiple buyers several times a year is why I am asking. There are many possibilities, one of which is that the buyer may be somewhat underhanded and looking for the unwary. I recall the story I had from someone whose father had minerals that had paid him $300,000 over a period of 30 years and he sold to a buyer using the buyers contract and not having a lawyer look the document over for him. The contract included all production from the well since first production and the buyer paid the man $50,000. So the mineral owner owed the buyer $300.000 as soon as he returned the contract to the buyer. My second question is, have you ever heard of the saying that if something seems to be too good to be true, it probably is? It's a truism that comes up frequently in oil and gas.

Gina, I recall the advice you receive from those professionals who buy and sell, they have to tell you that it's risky to hold your minerals, if they told you, you would be better off holding the minerals they would be going against their best financial interests, that does not mean the advice to sell would always be wrong. If you have multiple buy offers and no production I would want to hang on to it until the lease expired before selling as the expiration of the lease could increase the value by as much as 50%. It is somewhat of a crapshoot, you just have to go with the best information you can gather and do what you think best.

Gina, there should be a clause for continuing operations and a grace period should be set forth usually a number of days, which after the primary term of the lease has expired with no production and attempts to gain production cease for more than xxx days between the abandonment of one attempt and the start of a new attempt and so forth. Your lease probably isn't good forever as long as someone once scratched dirt five years ago, if you see what I mean.

Gina,

All you can sell is what you own.

Assuming you are not in the business of trading mineral properties or a part of the oil business at all, the decision should be with you. If the total amount of money offered is such that you can take it and walk away, never looking back on your decision, tell the buyer, if not a friend or relative, that you will trade a Cashier's check for the total amount for a quit claim deed without warrants or representations and give them a reasonable amount of time to make the trade. (2 weeks is reasonable) Don't enter into a binding agreement. 80% of the time the buyer will never be heard from again. If the deal closes, the buyer is willing to risk his money for the long run and you go away happy.

If you must sell or if the property is a part of what you own, or is involved in a family situation, find a consulting geologist familiar with the area to give you a range of fair prices for consideration by the less risk averse buyers with money willing to take a chance. Whether and how you go forward then is up to you.

Gina,

Hopefully I can help answer questions regarding mineral buyers in general and how to arrive at the decision to sell. Gary is right on with his advice - the question that should always be asked is what you can do with the money now. If the extra cash doesn't make a difference in your financial situation, then you may want to hold on to your interest to see what happens. If you can use the money to pay off expensive debt, or invest in an income producing asset now, the amount you gain may outweigh the benefits of waiting to be drilled. The time value of money is a very important factor in determining how to allocate capital in your portfolio. While there are certainly sleazy buyers and scams out there, most of us are honest and always hope to have both sides come away from a transaction happy. The way we can justify paying up front and assuming the risk is that we buy many properties, and thus spread our risk over a large area. In the end, some properties work out and some don't. However, from a risk standpoint, if you only have one interest, you assume all the development risk. Like Gary mentioned, only you can decide how to best manage your assets. Everyone's risk tolerance is different. If you have further questions, please feel free to contact me directly.

Mike Brown

(EDITED By Admin- Only titles (CPL, Mineral Manager, RPL, etc.) are allowed. No company names)

I'm no professional, but based off of other cases I've seen, I'd talk to your neighbors to see what they're getting offered. I'd then find what terms I'd absolutely need in my lease, and then have a bid for my property. I'd even think about linking up with other properties to create more demand.

Gina: Pace of offers is picking up because Noble has locations in almost every section of this township, including Section 25: NWNW with horizontal leg going into SWSW. Potential buyers know this and they know about your lease. They (buyers) are bound by the terms of your lease. The producing wells that Noble operates in this township are good wells. You are not responsible for expenses.

Give us your net and gross acres and we can figure out approximately what your royalties might amount to based on average wells in the area.

Noble is a good company.

Gina: Allow me to interject. Rather than you trying to figure out the terms of your lease agreement (the term "any activity" holding the lease is way too broad and can mean anything depending on the argumentative skills of an attorney, and I work both sides of the process) I think you should get the help of a good O&G attorney. There are some very good ones in Weld County. In my experience, parking equipment on a location or even setting conductor pipe will not hold a lease, but I cannot speak for your agreement specifically. And I surely would not want to pay attorney and court fees to figure it out. And, as much respect as I have for landmen, I would never depend exclusively of their assessment of the terms of a lease agreement. That's why a DOTO is always part (an expensive part, no less) of the process. (The Division Order, Title Opinion is the controlling document.)

Regarding the offer, and whether it is competitive, there is a lot of information on the internet as to what people are receiving in different areas--from thousands of dollars in ND to a few hundred in Oklahoma. It will take some effort for sure. From a personal perspective, $5,000 an acre without any production within a 3 mile radius sounds very good. Last year in the Mead area, they saw bonuses of $3,000 and royalties of 3/16th; but oil was much lower than it is today. Again, have a good attorney review the offer as I would assume there are some pre-conditions that may limit the financial liability of the offering company. I would also look to see who exactly making the offer--a landman buying for his own book, a landman representing an independent company or an investor, or a landman who is an employee of an oil company. (In spite of what others may say, it does make a difference.) Also, be very sensitive to anyone trying to take an override on your minerals as part of the agreement (especially if the bonus or royalty are above market). We see overrides all the time, and walk away from acquisitions in many cases because of the structure of the override.

As for the company mentioned above, I have direct experience with them. Good people, good company. But, remember it's the terms of the lease agreement that guide and control the relationship. In fact, I would not assume that any expenses are covered unless it specifically states that. Nor would I assume that transport costs are not deducted--again that should be specifically addressed in the agreement. Since my leases were on a very productive farm, I included additional terms that did not allow them to workover wells during the growing season, even when they were prepared to reimburse me for my crop losses. It just made my farm operations too difficult. You can ask for anything you wish, and they can decide to agree or negotiate.

I always get into this issue of whether the bonus and royalty are "fair". If the offer is competitive and works for you, then it is fair. Besides, it is not anyone's business! Do not get too hung up with all the noise from people spouting about what they and others have received. Do your homework, and look at the bonuses and terms Weld County has secured on its land, it's on the web. I trust they are very aware of what is competitive. Remember, we are dealing with geology at 8000 feet, and it does change (sometimes dramatically) over distances (in areas of OK within a mile)--so what is great just down the road, may only be good (or non-existent) under your parcel.

Lastly, if you do not believe that your previous lease is expired, then your attorney should include a clause in the new lease that indemnifies you and holds you "harmless" from any claims of others or recourse from the new leaseholder for amounts paid you. You may also want a clause that the new leaseholder agrees to "defend you from any claims of the prior leaseholder at their expense". Any O&G attorney worth his salt will know how to do this. If the new leaseholder refuses to do so, then I would think twice before signing the lease, as the old leaseholder could come back and require you to pay him for all of the lost revenues well into the future. Caution is required.



Gina Thomas said:

RW, I have rec'd many many offers to buy my rights over the last year or so. There are a couple of companies who send me a letter almost every month. The pace of offers has picked up significantly over the last few months. I did ask for offer amounts, so the $5000/acre is the highest of all of them, and makes me ponder selling.

Yes, it was you with the casing info. I have to plead ignorance on all this terminology-which is not something I do often, but can admit to it. :> )

My current contract says that there is an automatic extension of the lease as long as there is any activity, in any form, on it. Not just the one 5 year extension. So, I'm not sure how I could let the lease expire at this point. ??

r w kennedy said:

Gina, I was not that good Samaritan, there are so many helpful people here. I did tell you that EOG had set surface casing

Interesting that you had equipment parked on your property a year ago?

Gina, it usually is 3 to 5 years of the existing wells royalty but if they have an inkling of future development, they could include that also. Also, I believe the usual offers are discounted in case the price of oil drops, in case the well declines at a greater than expected rate and so forth so 5 years discounted may actually be equivalent to 3 years of the full royalty.

May I ask a question or two? Have you received an offer from only one buyer? I receive offers from multiple buyers several times a year is why I am asking. There are many possibilities, one of which is that the buyer may be somewhat underhanded and looking for the unwary. I recall the story I had from someone whose father had minerals that had paid him $300,000 over a period of 30 years and he sold to a buyer using the buyers contract and not having a lawyer look the document over for him. The contract included all production from the well since first production and the buyer paid the man $50,000. So the mineral owner owed the buyer $300.000 as soon as he returned the contract to the buyer. My second question is, have you ever heard of the saying that if something seems to be too good to be true, it probably is? It's a truism that comes up frequently in oil and gas.

Gina, I recall the advice you receive from those professionals who buy and sell, they have to tell you that it's risky to hold your minerals, if they told you, you would be better off holding the minerals they would be going against their best financial interests, that does not mean the advice to sell would always be wrong. If you have multiple buy offers and no production I would want to hang on to it until the lease expired before selling as the expiration of the lease could increase the value by as much as 50%. It is somewhat of a crapshoot, you just have to go with the best information you can gather and do what you think best.

WOW Guys!

That is a bunch of great info! Thank you all so much!!!!
I am out of town, but when I return in a few days, I will take a closer look at the Lease and the clauses and report back. EOS is the company I have the Lease with.

And I will also look at who made the offer.