Notes from Conversation with Roan Resources

Background

I estimate that Blue Mountain (RVRA’s midstream assets) accounts for ⅔ of RVRA’s value. Roan Resources (ROAN) is the anchor producer of Blue Mountain. As Roan Resources’ drilling plan will drive EBITDA generation at Blue Mountain, I decided to connect with investor relations at Roan Resources to better understand the company’s outlook.

Are you a member but not signed in? Click here to sign into your account.

Not a Member yet? Click here to learn about our service.

Our Members enjoy exclusive access to detailed analysis on under-the-radar spin-offs before they are profiled on Seeking Alpha, Value Investor Club, or SumZero.

Join Now