Ann: Oil and Gas Overriding Royalty Acquisition and Funding, page-17

Tony,

You've got to wonder why an oiler in the US is willing to sell future income streams at a discount. Are they desperate for cash, or do they know more than us about the decline curves?

That is why the company should be telling us about these assets, so we can make up our own minds. But they chose to release an ambiguous announcement that provide no real details. And, it cannot be argued that those details are being kept from us for competitive reasons.