Timing Is Everything

At SeekingAlpha, a suggestion that further M&A activity is likely in the oil patch.

There is still value out there for those who know where to look, but some of the best shale plays are now getting to where we view the acreage as fairly valued. What we mean by this is fairly valued for today, not that there is not any future upside down the road. The key for investors now is to focus upon these names with acreage which will be increasing in value and also seeing production increases. We have highlighted numerous names over the years but there are still more out there where the risk/reward scenario is attractive. It is a great time to be in these names and we think that the party can continue for a few more years.

The writer does not mention Oasis, but does write:

Very few people have the ability to set our inbox on fire, but Jim Cramer did that with his discussion of potential takeover targets in the oil and natural gas E&P names. Most of our readers wanted to know our take on two names he pointed out, Kodiak Oil & Gas and SandRidge Energy, which we have discussed over the years in our commodity articles. Kodiak we actually discussed recently in that fashion but still think that they have a bit of a dark cloud over them because of their failed sale this past year. It should not matter, but in business it does. SandRidge is a different story. 

Yes the price is manageable for a number of players, but the assets are gassier than previously expected and the company is now essentially focused on one growth play which is not in the top five plays to be involved in on anyone's list that we have seen. If someone is going to buy SandRidge it will only be after the company has effectively proven solid reserves and shown that considerable liquids are located throughout their acreage in both Oklahoma and Kansas.

Ignore the part about Jim Cramer. LOL.