That was the SeekingAlpha headline (Halcon and KOG); in fact there is a lot more: also TPLM, CLR, and Oasis.
With regard to the KOG - Liberty Resources deal, this is just part of what Mike wrote:
The most exciting wells in Tyrone Field are being purchased by Kodiak Oil and Gas. This purchase was received in both a positive and negative light. The bears believe Kodiak will have to go back to the shareholders this year. This is an issue, as Kodiak seemed to have the cash to operate 2013. The Liberty purchase makes for a cloudy situation, which could pull the stock price back this year. Kodiak believes it can pay for this acquisition through cash flow, and this could be possible. If it can accomplish this, then the deal was a good one.
I initially did not like the purchase. It seemed Kodiak was in for a big year if it hit company estimates. It was seeing costs decrease, with tight differentials. Going over the purchase, it seemed Kodiak didn't get the acreage cheap, but didn't pay too much either. The question is about motivation. The acreage isn't top notch, and does not produce great IP rates. Going over Liberty's well results, I found out why. Liberty's west Williams County results are the best in the area. The table below provides Kodiak's new wells.Go to the linked article for some staggering data.