Living in Harmony with Earth
SUPPORTING & INVESTING
IN PROJECTS AND PEOPLE THAT STRIVE TO LIVE IN HARMONY WITH NATURE
Using science and technology to harness Earth's power
For over 30 years, we have built a reputation for generating sustainable flows of high-quality deals, creating value through integrated asset management, and maximising returns from
deal exit monetisation.
Our natural resources sector knowledge and deep geological and engineering expertise for identifying the location and developing those resources have been functioning as a powerful antidote to the intrinsic randomness of opportunistic transactions and the technical challenges of the underlying assets.
Our Focus
A science-based systematic approach for
mitigating risk and unlocking value
Using our science-based systematic approach for finding opportunistic deals, we are able to generate a sustainable flow of high-quality opportunistic ideas for our clients.
Recent Perspectives
The Energy Investment Industry
Most financial investors in oil and gas projects concentrate largely on reserve estimates. The science underpinning such data receives very little attention. Instead, financial analysts tend to rely on the qualifications and experience of investee company managers to deal with the scientific and technological issues. Even when some of those financial analysts or investors employ in-house geologists and engineers, the often passive contribution of such scientific advisers does not allow for a detailed understanding of the science behind the asset and recovery techniques for increased reservoir performance.
Valuation of Investment Opportunities
Our approach to the valuation of investment opportunities is based on the Petroleum Resource Management System (“PRMS”). PRMS is a fully integrated system that is focused primarily on estimated recoverable sales quantities. It is based on an explicit distinction between the chance or commerciality of the development project that has been or will be implemented to recover petroleum and the range of uncertainty in the petroleum quantities that are forecast to be produced and sold in the future from the development project.
Integrated
Asset
Management
The notion that science and technology increases returns from petroleum projects is an old idea. Nowadays, though, the view is not always held in esteem by Fund managers; it is considered amateurish and wrong, or it is caricatured as academic and dismissed, or else the whole subject of trying to understand the scientific drivers that affect Fund returns is shelved as too difficult. Yet, as history has proven, science and technology has a crucial impact on the success of any given project; the open question is how big of an impact.
MASTERCLASS
Evaluating Natural Resource Investment Opportunities
Who is it for:
Investment analysts, investment officers
Why attend:
Integrate science and technology in your due diligence processes.
The aim of this course is to demonstrate a systematic approach for finding deals in the natural resources industry. Creating and sustaining a flow of high-quality deals is one of the core objectives of any sophisticated private equity professional. By dovetailing geological and enginnering assessment with the commercial assessment we are able to develop an edge in thematic and opportunistic deal sourcing by reviewing only relevant deals.