So, You Want to Invest in an Oil Deal?

Why Me?to strike black gold. Now, it must be sold. Raw
Are you looking to join J.R. Ewing down at thehydrocarbons are commodity products - meaning you'll
Petroleum Club? Or, maybe you're simply looking forsell yours at exactly what the market will bear - no
an outsized return to make up for past hiccups. With oilmore, no less. As with all commodities, numerous
hovering over $125 per barrel, more drilling prospectsfactors go into determining their value, all of which you
will be looking for funding. If you're known about townhave no control over. The simple thing to remember is
as an investor, you'll be seeing them more and more. Ifthat you (nor the company operating your well) have
you're considering jumping in, read on for furtherany meaningful influence on the price at which you sell
understanding of the risks (and rewards!?)your product. Reasoned forecasts are the best you
"Why did this deal come my way"? This is ancan do unless a price hedge has been put in place.
overriding question of primary importance. It speaks toThe "You" Risk Are you able to manage yourself? A
a poignant underlying issue regarding any capitaldrilling project often demands decisions from you along
intensive project - the issue of matching appropriatethe way. For instance: Do you agree to set casing on
capital with the venture. Appropriate capital comesthe well? This is usually the first and most fundamental
from investors educated in the art of the proposedof questions. You are making a call as to the
deal who understand the legal and technical issues atestimated productivity of the well - electing either to
play, and are able to evaluate the risks properly, ANDcontinue spending more money to complete the well,
who can afford total loss of capital. Make no mistakeor declaring it a duster. Other possible emotional strains
about it, drilling oil wells is an extremely risky propositioncan come in the form of decisions about going
- not for the faint of heart. "Oil men go to Vegas toforward in light of lost items in the hole requiring
calm their nerves" is no overstatement. Thus, whileexpensive "fishing" procedures, or "squeeze" jobs to
there are a handful of legitimate answers to thiscut off unwanted water, or long waits for pipeline
question, one should always make peace with why ahookups, or... - you get the picture. Bottom line - go in
project demanding highly engineered analysis -with your eyes open. Be sure you understand the
technical, economic, geological, and mechanical - isscope of decisions you may have to make.
looking to the man on the street for money.People Risk Simply put, this should rank first in line of
Sometimes, it's because industry experienced peoplethe judgment calls one must make. Not enough ink can
don't see it as an attractive proposition. Thus it finds itscover the topic of confirming the honesty, integrity,
way to the country club crowd, seeking takers whoprofessional ability, and history of the people involved in
may not evaluate the risks properly. In fairness, thethe deal. Is the proposed operator of the well an
answer may simply be that one has ample capital toexperienced operator; has he operated in the area; is
allocate to risky ventures, and as such, oil deals fit thethere extraordinary environmental exposure; is the
bill. If so, so be it. One can get very well, very quickly incompany financially sound; is proper insurance in
a soundly executed play (oilfield lingo for drillingplace? Is he putting hard cash in the project? You've
projects). So, having considered both sides of the coin,got plenty of additional risks ahead. The last thing you
lets look over some of the risks.need are questionable characters at the helm.
Price Risk OK, let's say you've been fortunate enough