Epstein File EFTA01385334: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01385334: Asset (DS10)

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This document contains investment analysis focused on cash flow models and asset quality assessment for energy and production (E&P) credits. It discusses various oil and gas companies including OAS, WLL, CRC, DNR, and MEG, analyzing their break-even oil prices, capex requirements, and asset characteristics. The analysis compares Permian assets and evaluates financial metrics such as free cash flow and decline rates across different energy sector investments.

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asset

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Excerpt 1

We focus on the cash flow model - a good proxy for **asset** quality from the producing side - as a key differentiator among E&P credits.

Excerpt 2

OAS has meaningfully lower FCF B/E oil price (~$43) vs. closer to $50 for WLL, and just acquired a Permian **asset** with equity.

Excerpt 3

Among the Lower Quality Oily names, the three non-shale names - CRC, DNR and MEG - have relatively low capex requirements given their low-decline **asset**