Our asset-first view on resource equities is blindingly simple and foundational to our analysis. We focus on inventory quality and geological potential across our coverage universe, while remaining in tune with the capital markets. We don't ignore valuation, but believe it shouldn't be a starting point. We use our own software to analyze what’s truly important, with our in-house data science and geology teams able to generate truly unique asset-level insights that aren't offered elsewhere. We focus on what drives value in the industry; knowing what’s happening in the basin months before it’s news. Our research is fuelled by a relentless passion and curiosity. We accept no payment from the E&Ps we cover in any way; our opinion is strictly our own.