{ "schemaVersion": "deck-intelligence.v1", "id": "019de518-5414-778b-8731-1ff17355fbf6", "slug": "2298c6b783fc7c75b99be65238e0365b", "title": "Mach Natural Resources | IPO Presentation Deck | 35 slides", "subtitle": "Mach Natural Resources ยท 2024-03", "author": "Mach Natural Resources", "date": "2024-03-01 00:00:00", "pageCount": 35, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.3333334, "document": { "id": "019de518-5414-778b-8731-1ff17355fbf6", "slug": "2298c6b783fc7c75b99be65238e0365b", "title": "Mach Natural Resources | IPO Presentation Deck | 35 slides", "rawTitle": "Mach Natural Resources | IPO Presentation Deck | 35 slides", "authorId": "mach-natural-resources", "authorName": "Mach Natural Resources", "authorDisplay": "Mach Natural Resources", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2024-03__mach-natural-resources__ipo__2298c6b7.pdf", "sourceUrl": "https://www.slidebook.io/company/mach-natural-resources/presentation/2298c6b783fc7c75b99be65238e0365b/", "sourceDate": "2023-09-22 00:00:00", "presentationDate": "2024-03-01 00:00:00", "ingestedAt": "2026-05-01 19:51:10.188907+00", "status": "ready", "pageCount": 35, "orientation": "landscape", "aspectRatio": 1.3333334, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "oil-gas-e-p", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-03__mach-natural-resources__ipo__2298c6b7", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "IPO Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 35, "pagesIndexed": 35, "pagesWithImages": 35, "pagesWithMetadata": 35, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 330, "chartCount": 12, "metricSlides": 0, "toolMatches": 25, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "evidence": "The document follows a structure similar to the Sequoia Pitch, with sections on problem, solution, market size, product, and team", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:15:29.456812+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 8, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Problem", "beatId": "41e3e14a-7faf-498f-9762-f4bf4785a459", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents the problem of commodity cycles and the need for consolidation in the industry", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Solution", "beatId": "02bd1a1f-fc94-410f-b27c-4336d85fc04f", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Mach Natural Resources as a solution to the problem, with its strong track record of acquisitions and substantial drilling inventory", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 11, "name": "Market Size", "beatId": "d34126aa-71b0-442a-b935-7fed343305b1", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document presents the market size and opportunity for consolidation in the Anadarko Basin", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 13, "name": "Product", "beatId": "5c728ecf-9469-4c30-a0a7-837d2fe93ffe", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document presents the company's products and services, including its drilling inventory and midstream assets", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 33, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 31, "name": "Team", "beatId": "17b0c08d-eb56-472b-ac71-75d7bd3fc837", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "The document presents the company's team and management structure", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 26, "from": 23, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "e7ace991-37e2-41ba-a128-6caa1999aa08", "evidence": "The document presents the financial overview and the potential costs of inaction", "position": 1, "objective": "To highlight the risks of not investing in Mach Natural Resources", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:15:29.749077+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "458265bd-2f8c-4ec7-834f-425678b05455", "evidence": "This slide is a cover slide with a logo and title.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:01.304927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "27660172-266b-4eea-bda4-92db6d5f98e6", "evidence": "This slide is an executive summary.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:01.442813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "27719cdb-0a3b-44d9-b700-ad1b64a06224", "evidence": "This slide contains a table with data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:04:01.527805+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4f7d3330-7288-4974-a694-e81966e55a51", "evidence": "chart/bar-vertical: Bar chart showing cash operating costs per boe for 16 companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:03:53.591307+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f00cde22-c96d-4f28-98b3-36f113efa2f4", "evidence": "chart/line: Average Oil Production Results Cumulative Oil (bbl/ft) Normalized Time (months)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:03:53.658501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22c17699-f6b5-435c-8280-50b35c14721f", "evidence": "list/bullet: Represents the removal of gas gathering and processing, and Saltwater Disposal (\"SWD\") costs", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:03:53.760923+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c9200d92-7948-4041-bd74-ed28c6f8a530", "evidence": "chart/bar-vertical: Lower 48 Half-Cycle Single-Well PV10% Breakeven WTI Price ($/bbl)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:03:53.726186+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "df7fb356-8244-4f0a-a1d3-803070979e91", "evidence": "chart/bar-stacked: Inventory by Breakeven WTI Price (1,2) ($/bbl)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:03:53.831064+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fcaa0f34-cda4-4fb8-b136-5cc9ae7e598c", "evidence": "chart/bar-vertical: Reinvestment Rate Next Twelve Months (1,2)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:03:53.902443+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4590469a-099e-4b05-8ff6-8acaf37cb461", "evidence": "paragraph/paragraph: Mach is uniquely positioned with a combination of lower decline, lower operating costs & higher percentage of liquids production", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:03:53.969349+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1b278840-da0b-488d-9254-3cc78e757f2e", "evidence": "list/bullet: ~260 mmcfpd of cryogenic processing capacity at state-of-the-art processing complex with exceptional recovery rates", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:03:54.074638+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a610830a-1625-415b-8a47-97ba9ff8f2c2", "evidence": "The slide contains a list of bullet points describing various midstream assets.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:49:39.244218+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ec74e696-f443-446d-8c62-f9d30983e029", "evidence": "The slide contains a list of bullet points describing additional midstream assets and operational details.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:49:39.320263+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "51939f15-86f7-4623-9128-6867df119cd1", "evidence": "The slide is titled 'Financial Overview' and contains a logo and a headline, serving as a section divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:39.392445+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "be8093d6-c812-4879-8ead-f81fb39621f8", "evidence": "Management and Board Alignment: Amassed large acreage position in Mid-Continent since 2018 while maintaining a conservative capital structure; Post-IPO business plan aligns with how management and Bayou City", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:04:10.007322+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "eec8e598-6121-48b1-8894-be3179f08cc6", "evidence": "Mach's development plan mitigates PDP production declines while minimizing capital spend; Company uses conservative approach to spacing, well design, and drillable locations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:04:10.047897+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "4199c814-ccb4-4720-a617-9d9b63b89701", "evidence": "chart/bar-vertical: Cash Distributed to Members / Cash Available for Distribution(5) ($mm) 2021A: $152, 2022A: $332, LTM(1): $328, NTM(2): $334", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.126714+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "88e48751-3384-4047-a9c8-ea9992ecf3cc", "evidence": "table/data: Adjusted EBITDA and Cash Available for Distribution Reconciliations Mach Natural Resource Pro Forma ($ in thousands)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.208085+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "38d5269b-bc4c-4bd1-a721-5c14c305015d", "evidence": "list/bullet: Steady Legacy Producing Assets coupled with Ability to Offset PDP Decline with Unconventional Drilling Inventory", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.287786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "20ab535d-4129-49a7-bb38-74705e0bedeb", "evidence": "table/data: Contract Month mbl $/bbl Hedged % Q223 mbl", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.447821+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "96f6678b-b1d1-454c-a24e-e4fc0b089951", "evidence": "list/bullet: William McMullen Chairman of the Board Mr. McMullen has served as Founder and Managing Partner of BCE since 2015, leading the firm's investment strategy and capital allocation decisions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.529323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "83542b03-1232-49b5-8016-a55cba204ac6", "evidence": "list/bullet: Significant track record in upstream oil and gas leadership over a 40+ year career Prior to founding Mach, Tom served as Chairman and CEO of both Tapstone Energy and SandRidge Energy; Tom also served as Pres", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.610233+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "18bd2c68-26a3-41d5-92c3-5750648d2661", "evidence": "list/bullet: Joined Mach management team in 2021 Prior to Mach, Cody served as the Chief Commercial Officer at Connect Midstream and has held previous roles at Continental Resource", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.689785+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bd2b8473-afa8-45da-9bca-0a949cb08af1", "evidence": "list/bullet: Currently, the assets owned by Mach are in compliance with all environmental matters Mach retains an environmental consulting firm to review its assets to ensure ongoing compliance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.770188+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "df14a9fc-aa61-4e74-8784-8e9164d840c2", "evidence": "MACH NATURAL RESOURCES", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.849082+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/Vp1RMXb5QmvyIsP6A_FeNBFL_gAcuikT_9DV7Vs5MAY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjk4YzZiNzgzZmM3Yzc1Yjk5YmU2NTIzOGUwMzY1Yi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 53, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:03.046+00", "seconds": 4.192, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/1", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-1", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 1, "w": 0.59375, "x": 0.40625, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:03.046+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82b789c7-02c4-482c-a3c2-277dd7a03a28", "parentComponentId": null }, { "bbox": { "h": 0.07578125, "w": 0.17578125, "x": 0.05078125, "y": 0.05078125 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:03.046+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fa47a73-5caa-40d6-9cf7-26f25fcaa8a9", "parentComponentId": null }, { "bbox": { "h": 0.03125, "w": 0.140625, "x": 0.03515625, "y": 0.78125 }, "kind": "paragraph", "text": "Fall 2023", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:03.046+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "610eefe2-4558-4eba-94f4-59dd8422b7e2", "parentComponentId": null }, { "bbox": { "h": 0.0546875, "w": 0.4921875, "x": 0.03515625, "y": 0.703125 }, "kind": "title", "text": "Mach Natural Resources", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:03.046+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de32d22f-5c75-426c-bcc2-6618ea551fac", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "458265bd-2f8c-4ec7-834f-425678b05455", "evidence": "This slide is a cover slide with a logo and title.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:01.304927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/XNf374UkOz-5uGNU5-o9CACgSr0AMgg0ymN1G0j5OgI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjk4YzZiNzgzZmM3Yzc1Yjk5YmU2NTIzOGUwMzY1Yi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/yvhYNbqLb9gfdtKJhwcBkzAuZ-BlwIjC7O-_VQHxwJ8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjk4YzZiNzgzZmM3Yzc1Yjk5YmU2NTIzOGUwMzY1Yi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/HeaR3mK0j0NucZe-ih_31-W8hqOb83TKjT1gyrubaCY/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMjk4YzZiNzgzZmM3Yzc1Yjk5YmU2NTIzOGUwMzY1Yi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "appendix", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 4, "textChars": 12110, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:12.034+00", "seconds": 11.804, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/2", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-2", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.80417, "w": 0.93917, "x": 0.03083, "y": 0.125 }, "kind": "disclaimer", "text": "We have filed a registration statement on Form S-1 (including a preliminary prospectus) with the SEC for the offering to which this presentation relates. Before you invest, you should read the preliminary prospectus in that registration statement and other documents we have filed with the SEC for more complete information about Mach Natural Resources, L.P. and any of its successors, subsidiaries or affiliates (collectively, the \"Company\", \"Partnership\", \"Mach\" or \"us\") and this offering. You may get these documents for free by visiting the SEC website at http://www.sec.gov.\nThis presentation shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any offer, solicitation or sale of these secunties in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. The inclusion of any website addresses in this presentation is for reference only, and such websites are not incorporated by reference into this presentation. No persons have been authorized to make any representations regarding the information contained in this presentation, and if given or made, such representations should not be considered as authorized. No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or the opinions contained herein. The information herein, including the forward-looking statements described below, has been prepared by the Company solely for use in this presentation, has not been independently verified and should be considered in the context of the circumstances prevailing at the time of its preparation. Management is under no obligation to update the information contained herein to reflect material developments which may occur after the date of the presentation. None of Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc. or any other manager, their respective subsidiaries, affiliates or associated companies, the Company or any subsidiary or affiliate, their respective advisers, connected persons or any other person, accepts any liability for any loss howsoever arising, directly or indirectly, from the information contained in this presentation, Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc. and any other underwriter in connection with any securities are acting for the Company and no one else and will not be responsible to any other person for providing the protections afforded to its clients, or for providing advice in relation to this presentation. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes.\nThis presentation contains unaudited financial information, which presents certain financial information and operating data of BCE-Mach LLC, a Delaware limited liability company, BCE-Mach II LLC, a Delaware limited liability company, and BCE-Mach III LLC, a Delaware limited liability company, on a combined basis. The production, reserve, acreage, well count, drilling locations, and other historical and forward-looking data in this presentation are presented on a combined basis unless otherwise indicated.\nThis presentation contains statements that express the Company's opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results, in contrast with statements that reflect historical facts. All statements, other than statements of historical fact included in this presentation regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, plans and objectives of management are forward-looking statements. When used in this presentation, words such as \"may,\" \"assume,\" \"forecast,\" \"could,\" \"should,\" \"will,\" \"plan,\" \"believe,\" \"anticipate,\" \"intend,\" \"estimate,\" \"expect,\" \"project,\" \"budget\" and similar expressions are used to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These forward-looking statements are based on management's current belief, based on currently available information, as to the outcome and timing of future events at the time such statement was made. Such statements are subject to a number of assumptions, risk and uncertainties, many of which are beyond the control of the Company. These include, but are not limited to, commodity price volatility; the impact of epidemics, outbreaks or other public health events, and the related effects on financial markets, worldwide economic activity and our operations; the impact of COVID-19, and govemmental measures related thereto, on global demand for oil and natural gas and on the operations of our business; uncertainties about our estimated oil, natural gas and natural gas liquids reserves, including the impact of commodity price declines on the economic producibility of such reserves, and in projecting future rates of production; the concentration of our operations in the Anadarko Basin; difficult and adverse conditions in the domestic and global capital and credit markets; lack of transportation and storage capacity as a result of oversupply, govemment regulations or other factors; lack of availability of drilling and production equipment and services; potential financial losses or earnings reductions resulting from our commodity price risk management program or any inability to manage our commodity risks; failure to realize expected value creation from property acquisitions and trades; access to capital and the timing of development expenditures; environmental, weather, drilling and other operating risks; regulatory changes, including potential shut-ins or production curtailments mandated by the Railroad Commission of Texas; competition in the oil and natural gas industry; loss of production and leasehold rights due to mechanical failure or depletion of wells and our inability to re-establish their production; our ability to service our indebtedness; any downgrades in our credit ratings that could negatively impact our cost of and ability to access capital; cost inflation; political and economic conditions and events in foreign oil and natural gas producing countries, including embargoes, continued hostilities in the Middle East and other sustained military campaigns, the armed conflict in Ukraine and associated economic sanctions on Russia, conditions in South America, Central America, China and Russia, and acts of terrorism or sabotage; evolving cybersecurity risks such as those involving unauthorized access, denial-of-service attacks, malicious software, data privacy breaches by employees, insider or other with authorized access, cyber or phishing-attacks, ransomware, social engineering, physical breaches or other actions; and risks related to our ability to expand our business, including through the recruitment and retention of qualified personnel.\nAs a result, these forward-looking statements are not a guarantee of our performance, and you should not place undue reliance on such statements. Any forward-looking statement speaks only as of the date on which such statement is made, and the Company undertakes no obligation to correct or update any forward looking statement, whether as a result of new information, future events or otherwise.\nReferences to the Company's estimated proved and probable reserves as of June 30, 2023 are derived from the Company's reserve reports prepared by Cawley Gillespie & Associates, Inc. (\"CGA\"), the Company's independent petroleum engineers. In addition, 665 of the Company's estimated horizontal drilling locations as of June 30, 2023 were prepared internally and are not based on reserve reports prepared by CGA (the \"Internal Reserve Estimates\"). Reserve engineering is a process of estimating underground accumulations of oil and natural gas that cannot be measured in an exact way. The accuracy of any reserve estimate depends on the quality of available data, the interpretation of such data and price and cost assumptions made by reservoir engineers. In addition, the results of drilling, testing and production activities may justify revisions of estimates that were made previously. If significant, such revisions would change the schedule of any further production and development drilling. Accordingly, our reserve and PV-10 estimates may differ significantly from the quantities of oil, natural gas and NGLs that are ultimately recovered. You should not assume that the present values referred to in this presentation represent the actual current market value of our oil, natural gas and NGL reserves.\nThis presentation includes market data and other statistical information from third party sources, including independent industry publications, government publications or other published independent sources. Although we believe these third party sources are reliable as of their respective dates, we have not independently verified the accuracy or completeness of this information. The industry in which we operate is subject to a high degree of uncertainty and risk due to a variety of factors, which could cause our results to differ materially from those expressed in these third-party publications.\nThis presentation contains trademarks, trade names and service marks of other companies, which are the property of their respective owners. We do not intend our use or display of other parties' trademarks, trade names or service marks to imply, and such use or display should not be construed to imply, a relationship with, or endorsement or sponsorship of us by, these other parties. This presentation includes certain non-GAAP financial information, such as Adjusted EBITDA and cash available for distribution. Because not all companies calculate non-GAAP financial information identically (or at all), the non-GAAP financial information included herein may not be comparable to other similarly titled measures used by other companies. Further, such non-GAAP financial information should not be considered as a substitute for the information contained in the historical financial information prepared in accordance with GAAP included herein or provided in connection herewith. Please see page 25 of this presentation for definitions and reconciliations of such non-GAAP financial information.\nThis presentation contains financial forecasts with respect to the Company's projected financial results for the Company for the periods indicated. These projections should not be relied upon as being necessarily indicative of future results. The assumptions and estimates underlying the prospective financial information are inherently uncertain and are subject to a wide variety of significant business, economic and competitive risks and uncertainties that could cause actual results to differ materially from those contained in the prospective financial information. Actual results may differ materially from the results contemplated by the projected financial information contained in this presentation and the inclusion of such information should not be regarded as a representation by any person that the results reflected in such information will be achieved. There can be no assurance that the prospective results are indicative of the future performance of the Company or that actual results will not differ materially from those presented in the prospective financial information.\nNothing herein should be construed as legal, financial, tax or other advice. You should consult your own advisers conceming any legal, financial, tax or other considerations conceming the opportunity described herein. The general explanations included in this Presentation cannot address, and are not intended to address, your specific investment objectives, financial situation or financial needs.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.034+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b05c5a4-79ef-4d55-b41f-e44f2c9bb621", "parentComponentId": null }, { "bbox": { "h": 0.03333, "w": 0.09417, "x": 0.875, "y": 0.94167 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.034+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23cf315d-915d-4c90-b269-4194c1dd31f6", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.01833, "x": 0.03083, "y": 0.95 }, "kind": "source-note", "text": "12", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.034+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73db2fed-8ea7-4e11-8ac0-883757ebd8ab", "parentComponentId": null }, { "bbox": { "h": 0.03167, "w": 0.65333, "x": 0.03083, "y": 0.04083 }, "kind": "title", "text": "Disclaimer and Forward-Looking Statements", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.034+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ed6d757-d2d8-4b27-849b-06b7404a8063", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 39, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:03.047+00", "seconds": 2.62, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/3", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-3", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.069, "w": 0.17, "x": 0.052, "y": 0.05 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:03.047+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c99d8863-99bb-4ba3-b79d-a111c401cd82", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.448, "x": 0.052, "y": 0.71 }, "kind": "title", "text": "Executive Summary", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:03.047+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42debff2-467f-425b-9103-d53e53cf9b10", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "27660172-266b-4eea-bda4-92db6d5f98e6", "evidence": "This slide is an executive summary.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:01.442813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 3, "textChars": 710, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:05.244+00", "seconds": 3.77, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/4", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-4", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.49, "x": 0.08, "y": 0.958 }, "kind": "source-note", "text": "1) Excludes overallotment option and based on mid-point of valuation range", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:05.244+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36697312-89eb-4e94-95dc-a54a86dfd6fe", "parentComponentId": null }, { "bbox": { "h": 0.66, "w": 0.939, "x": 0.03, "y": 0.14 }, "kind": "table", "text": "Issuer: Mach Natural Resources LP\nTransaction: Initial Public Offering: MLP\nFilling Range: $19.00 - $21.00\nUnits Offered: 10,000,000 (62.5% primary / 37.5% synthetic secondary)\nOverallotment Option: 15% (100% synthetic secondary)\nPro Forma Units Outstanding(1): 95,000,000\nPro Forma Equity Value(1): $1,900,000,000\nDistribution: Fully variable distribution\nUse of Proceeds: Debt paydown, and purchase common units from existing common unit owners on a pro rata basis, with any remaining amounts to be used for general partnership purposes\nProposed Ticker / Exchange: MNR / NYSE\nActive Bookrunners: Stifel | Raymond James", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:05.244+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af17ba17-5e51-48d1-b9f4-a1277da7da7f", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.302, "x": 0.029, "y": 0.04 }, "kind": "title", "text": "Offering Summary", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:05.244+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f640735c-5056-4c61-8d16-2cf1987311de", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "27719cdb-0a3b-44d9-b700-ad1b64a06224", "evidence": "This slide contains a table with data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:04:01.527805+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "setup", "function": "establish_context", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 33, "textChars": 707, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:17.537+00", "seconds": 15.502, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/5", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-5", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.099, "w": 0.106, "x": 0.781, "y": 0.21 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bc6e3b5-f7b8-47bf-8391-0729b3ad97df", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.106, "x": 0.52, "y": 0.21 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ed1c5ff-3e4a-473a-955c-42d77cf4e29f", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.106, "x": 0.259, "y": 0.21 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d040ca3-3df2-4ea0-8a11-7965249a9ecd", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.105, "x": 0.52, "y": 0.55 }, "kind": "image", "text": "PETROFLOW", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "124efc65-858f-4c70-9088-51082f50a6e0", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.105, "x": 0.781, "y": 0.639 }, "kind": "image", "text": "RBC Wealth Management", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c87d416-448a-4147-be59-b767a8616ec2", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.105, "x": 0.26, "y": 0.55 }, "kind": "image", "text": "tapstone ENERGY", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39882dfb-8f56-430d-8116-2f0fc8ef539f", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.105, "x": 0.52, "y": 0.728 }, "kind": "image", "text": "Louis Dreyfus Natural Gas", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52f13147-78ec-4b26-8edf-fc06b5ea8418", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.13, "x": 0.247, "y": 0.639 }, "kind": "image", "text": "SANDRIDGE energy", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76f365b6-444c-4193-8506-02d70977c718", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.105, "x": 0.781, "y": 0.728 }, "kind": "image", "text": "Gulfport ENERGY", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c75451a-c9cb-4fc4-9d62-2ba227af6e5e", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.13, "x": 0.507, "y": 0.639 }, "kind": "image", "text": "SANDRIDGE energy", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1a09026-d752-4d19-8054-646b0c81c6cd", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.125, "x": 0.25, "y": 0.728 }, "kind": "image", "text": "Chesapeake ENERGY", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9632f47-ce6a-4d44-bf82-8bcf042b809e", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.105, "x": 0.781, "y": 0.55 }, "kind": "image", "text": "TLW TRADING", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1e4db0f-55bb-4364-a865-0d924e7516ee", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.076, "x": 0.05, "y": 0.309 }, "kind": "list", "text": "Executives", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ad83837-15f7-4b91-975f-38570ebbca0a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.05, "y": 0.67 }, "kind": "list", "text": "Prior Experience", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fe0b1fd-edb1-4490-900b-883449164daf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.05, "y": 0.486 }, "kind": "list", "text": "Years of Experience", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "984bbeb0-25df-4ae8-9bde-1fa172b456ac", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.169, "x": 0.746, "y": 0.475 }, "kind": "paragraph", "text": "15+ years of experience in the\noil & gas industry", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "103f0895-e8d1-4928-b6bb-2e325149daae", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.09, "x": 0.781, "y": 0.668 }, "kind": "paragraph", "text": "VP & Consultant", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16906269-a39d-41c5-a961-1c095a916f50", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.555, "x": 0.027, "y": 0.08 }, "kind": "paragraph", "text": "95+ years of combined oil & gas industry experience", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34c1a24d-39d1-4f02-87ad-aa29055f686d", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.105, "x": 0.26, "y": 0.668 }, "kind": "paragraph", "text": "Chairman & CEO", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "543989bc-4334-4cb6-abb3-7277baec4f98", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.105, "x": 0.26, "y": 0.579 }, "kind": "paragraph", "text": "Chairman & CEO", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5be7fe1c-f839-433f-a2fa-8054ecafa4eb", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.13, "x": 0.507, "y": 0.757 }, "kind": "paragraph", "text": "EVP โ€“ Corporate Development", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60d0d3cc-60b3-45fe-bd48-f2c6210a806d", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.169, "x": 0.224, "y": 0.475 }, "kind": "paragraph", "text": "40+ years of experience in the\noil & gas industry", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a3b7dbc-0e41-4589-b4a9-4e2790391637", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.03, "x": 0.52, "y": 0.579 }, "kind": "paragraph", "text": "CFO", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "781202a5-d7c5-4ef6-a268-2aeb97856bc5", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.13, "x": 0.259, "y": 0.314 }, "kind": "paragraph", "text": "Tom L. Ward\nChief Executive Officer\n& Founder", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e7a0907-97e8-4ef3-9584-d49da876c56e", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.14, "x": 0.781, "y": 0.314 }, "kind": "paragraph", "text": "Daniel T. Reineke, Jr.\nEVP - Business Development", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0788511-611c-4740-ae6f-a7d0892e93cd", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.12, "x": 0.781, "y": 0.757 }, "kind": "paragraph", "text": "Associate General Counsel", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1f7bbec-5e78-401e-98bf-62bc6f8aeed6", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.12, "x": 0.52, "y": 0.314 }, "kind": "paragraph", "text": "Kevin R. White\nChief Financial Officer", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c59f0c62-9496-4afd-b494-81823a2f79e5", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.025, "x": 0.781, "y": 0.579 }, "kind": "paragraph", "text": "CIO", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d05dd02e-b5c9-452b-a431-6022151e0406", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.13, "x": 0.507, "y": 0.668 }, "kind": "paragraph", "text": "SVP โ€“ Business Development", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d30d5706-cbfc-4f66-a19c-91c68ed0809b", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.125, "x": 0.25, "y": 0.757 }, "kind": "paragraph", "text": "Co-Founder, President,\nCOO & Director", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d88d89ed-edce-471e-b5e3-54cf3fc3a7e1", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.169, "x": 0.485, "y": 0.475 }, "kind": "paragraph", "text": "40+ years of experience in the\noil & gas industry", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecdf84c4-f35d-4dbc-8e6f-1c40d9a04149", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.018, "x": 0.027, "y": 0.954 }, "kind": "source-note", "text": "/5", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6ebe3cd-a1af-4916-b6dd-bd20b687075a", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.402, "x": 0.027, "y": 0.039 }, "kind": "title", "text": "Management Presenters", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.537+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f15a6718-a59e-41b2-9960-73036dfeffc0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 95, "componentCount": 10, "textChars": 2295, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:09.617+00", "seconds": 7.361, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/6", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-6", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.456, "x": 0.518, "y": 0.165 }, "kind": "image", "text": "Map of Mach Lease areas in Kansas, Oklahoma, and Texas, with a focus drilling area highlighted.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbc69823-bbbb-40f5-9d0b-c459ca756b87", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.48, "x": 0.034, "y": 0.195 }, "kind": "list", "text": "Assets Should Provide for Stable Cash Flow with Appropriate Capex\nCoupling lower decline conventional assets with high returning unconventional drilling inventory\n<25% NTM corporate PDP decline (targeting~20%)\nNTM reinvestment rate of ~36% (1.2)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01ae45c5-e884-4d16-84a3-69659afaa27e", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.48, "x": 0.034, "y": 0.357 }, "kind": "list", "text": "Substantial Economic Inventory Offsets PDP Decline\nOver 2,000 gross horizontal drilling locations\nOver 154 wells drilled by Mach in the Focus Drilling Area since inception\nMidstream assets make well-level breakeven prices in the Oswego comparable with Midland and Delaware Basins", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "107451aa-19b1-4cf1-b467-ec1903d81e71", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.48, "x": 0.034, "y": 0.81 }, "kind": "list", "text": "Opportunity to Make Accretive Acquisitions\nSubstantial private equity & distressed- investor ownership drives consolidation opportunity in the basin\nMach has opportunistically acquired 16 assets since inception", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a2c037e-375e-4f88-83ab-0a510572f31e", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.48, "x": 0.034, "y": 0.66 }, "kind": "list", "text": "Commitment to Maintain Balance Sheet Strength Across Commodity Cycles\nPost offering, Mach will have zero net debt\nOpportunistic seasonal hedging to reduce near term commodity price risk\nStrong liquidity through free cash flow generation and planned zero net debt post offering", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c648225-7572-42ef-8b6b-0a4a430a89e9", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.48, "x": 0.034, "y": 0.51 }, "kind": "list", "text": "Prioritization of Cash Distributions to Equityholders\nGenerates substantial cash flow given: low production declines coupled with low costs and highly economic inventory\nAll cash on hand(3) will be distributed at the end of each quarter, less reserves established by our general partner\nNon-economic GP with no IDRs(4)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae18943c-7b32-4ac7-924b-7785a828a181", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.36, "x": 0.56, "y": 0.18 }, "kind": "metric", "text": "MACH\n~936,000 Net Acres (~99% HBP)\n~59 mboepd(1)\nProduction Mix(1) 53% Gas / 47% Liquids\n~$2.1bn PD PV10%(5) +\nOver 2,000 Gross Horizontal Drilling Locations\n$528mm NTM EBITDA (1,6)\n$334 NTM Estimated Cash Distribution to Members (3.6)", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f71d979-0ed4-42b9-9e56-1ebcdb41caf6", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.015, "x": 0.025, "y": 0.95 }, "kind": "other", "text": "16", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc9136ea-6598-47ea-9b09-dfa54f513f3a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.77, "x": 0.049, "y": 0.94 }, "kind": "source-note", "text": "1) For twelve month period ending June 30, 2024 (\"NTM\")\n2) Represents estimated capex spend as a percentage of Adj. EBITDA, excluding acquisitions. See pg. 26 for reconciliation\n3) Cash available for distribution as Adjusted EBITDA less net cash interest expense and development costs. Development costs includes all capital expenditures made for drilling and developing of and gas properties, other than acquisitions\n4) Incentive Distribution Rights (\"IDR\")\n5) Based on CGA's reserve report as of June 30, 2023 using SEC pricing\n6) Is a non-GAAP measure. See pg. 26 for Adj. EBITDA reconciliation", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27ea3473-9a2d-4ef8-805b-f37bd938bc17", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.57, "x": 0.049, "y": 0.045 }, "kind": "title", "text": "Introduction to Mach Natural Resources", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.617+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd40c9af-8a8b-49d8-b625-866c89beb2d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 8, "textChars": 652, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:08.813+00", "seconds": 6, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/7", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-7", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.77, "w": 0.94, "x": 0.029, "y": 0.138 }, "kind": "chart", "text": "Chart showing Avg. Quarterly Production (left axis), Acquisition Closed, Distributions to Members, and Avg. WTI Price (right axis) from 2Q18 to 2Q23.", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "656b7659-051a-481c-8d8d-a39f344e6db3", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.089, "x": 0.88, "y": 0.94 }, "kind": "image", "text": "MACH NATURAL RESOURCES logo", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98d50470-d99a-4003-a83c-9a5c2bddf6e4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.793, "x": 0.107, "y": 0.909 }, "kind": "list", "text": "Avg. Quarterly Production (left axis)\nAcquisition Closed\nDistributions to Members(2)\n--- Avg. WTI Price (right axis)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7806501-49dc-4534-80ef-220b2ab0c264", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.939, "x": 0.029, "y": 0.062 }, "kind": "paragraph", "text": "Since its inception, Mach has closed 16 transactions totaling ~$960mm... and distributed ~$653mm back to its members through end of September 2023", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "549b3714-48e2-40ff-b146-d22b23742832", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.24, "x": 0.085, "y": 0.962 }, "kind": "source-note", "text": "2) Represents distributions paid as of August 2023", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bc256ce-d27b-4308-b651-e3a451460a3f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.085, "y": 0.934 }, "kind": "source-note", "text": "Sources: FactSet", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82fcadd7-86e9-43bf-a1fb-d430b0f11067", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.45, "x": 0.085, "y": 0.95 }, "kind": "source-note", "text": "1) Represents consolidated production for BCE Mach LLC, BCE Mach II LLC, BCE Mach III LLC", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3fb841e-2575-4e30-8c6c-1bd420c048cc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.939, "x": 0.029, "y": 0.03 }, "kind": "title", "text": "Strong Track Record of Acquisitions Across Commodity Cycles", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.813+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc348f66-4a01-4fbb-b948-70c34ecfb071", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Problem", "beatId": "41e3e14a-7faf-498f-9762-f4bf4785a459", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents the problem of commodity cycles and the need for consolidation in the industry", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "resolution", "function": "size_opportunity", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 275, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:08.096+00", "seconds": 5.198, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/8", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-8", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.09, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "MACH\nNATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.096+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43bce6ca-2aae-4890-a6e7-fd7405e36474", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.13, "x": 0.04, "y": 0.16 }, "kind": "image", "text": "MACH\nRESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.096+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce6e247c-4230-4eac-9385-83b65f087c32", "parentComponentId": null }, { "bbox": { "h": 0.796, "w": 0.949, "x": 0.026, "y": 0.139 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.096+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1f2b51e-4d77-4c9e-800e-650702087198", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.13, "x": 0.036, "y": 0.239 }, "kind": "list", "text": "Mach Leases\nCompany 1\nCompany 2\nCompany 3\nCompany 4\nCompany 5\nCompany 6\nCompany 7\nCompany 8\nCompany 9\nCompany 10", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.096+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45608d5a-d6dc-4e1d-8ae3-4cd1c25a8cdd", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.08, "x": 0.05, "y": 0.947 }, "kind": "source-note", "text": "Source: Enverus", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.096+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39cfed28-574f-437c-bf5e-fba9e545dcc1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.949, "x": 0.026, "y": 0.046 }, "kind": "title", "text": "Private Equity & Unnatural Investor Ownership Drives Substantial Consolidation Opportunity in the Anadarko Basin", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:08.096+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5a4f8e7-5ae9-4720-83b3-be8b10459055", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Problem", "beatId": "41e3e14a-7faf-498f-9762-f4bf4785a459", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents the problem of commodity cycles and the need for consolidation in the industry", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 47, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:05.677+00", "seconds": 2.436, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/9", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-9", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.17, "x": 0.05, "y": 0.05 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:05.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f632e475-a4c4-49e1-a6db-7c4435cdd652", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.49, "x": 0.03, "y": 0.7 }, "kind": "title", "text": "Key Investment Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:05.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a46b15b-e334-4125-8ec9-002d684d6128", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Solution", "beatId": "02bd1a1f-fc94-410f-b27c-4336d85fc04f", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Mach Natural Resources as a solution to the problem, with its strong track record of acquisitions and substantial drilling inventory", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 10, "textChars": 705, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:09.165+00", "seconds": 5.864, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/10", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-10", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.0375, "w": 0.09375, "x": 0.875, "y": 0.94375 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fbbad2b-6a07-4523-9fe6-5e21283166de", "parentComponentId": null }, { "bbox": { "h": 0.18125, "w": 0.13875, "x": 0.20875, "y": 0.275 }, "kind": "list", "text": "Steady Legacy Producing Assets coupled with Ability to Offset PDP Decline with Unconventional Drilling Inventory", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20f4be43-eb6d-4cd0-aee9-793a2629cdb9", "parentComponentId": null }, { "bbox": { "h": 0.13125, "w": 0.13875, "x": 0.67875, "y": 0.275 }, "kind": "list", "text": "Oswego Development Delivering High Oil Performance with Low Well Costs", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "283e60e5-cdc3-4d1e-935c-30ac44a1a196", "parentComponentId": null }, { "bbox": { "h": 0.13125, "w": 0.13875, "x": 0.67875, "y": 0.6375 }, "kind": "list", "text": "Targeting Attractive Reinvestment Rates(1) to Optimize Return of Capital", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31df8036-3590-47c8-a567-90a48e9928b4", "parentComponentId": null }, { "bbox": { "h": 0.15625, "w": 0.13875, "x": 0.91375, "y": 0.6375 }, "kind": "list", "text": "A Business Built on Low Development & Operating Costs to Support Meaningful Cash Distributions", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "515ebca2-10cd-4196-a3cc-9ea0256b3866", "parentComponentId": null }, { "bbox": { "h": 0.13125, "w": 0.13875, "x": 0.20875, "y": 0.6375 }, "kind": "list", "text": "Owned Midstream Assets Drive Low Breakeven Costs For New Drilling", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a98b78f-a5f7-4cab-ab1a-f7fa6ec700f4", "parentComponentId": null }, { "bbox": { "h": 0.10625, "w": 0.13875, "x": 0.44375, "y": 0.6375 }, "kind": "list", "text": "2,000+ Drilling Inventory Supports Sustainable Production", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91476fe0-5d4c-4a5c-acfb-75bf0f26db70", "parentComponentId": null }, { "bbox": { "h": 0.13125, "w": 0.13875, "x": 0.44375, "y": 0.275 }, "kind": "list", "text": "Low Operating Costs Help Insulate Margins Across the Commodity Cycle", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6c9ae13-4eb9-403b-bc76-228331cca935", "parentComponentId": null }, { "bbox": { "h": 0.0125, "w": 0.53125, "x": 0.09375, "y": 0.9625 }, "kind": "source-note", "text": "Reinvestment rate defined as capex spend as a percentage of Adjusted EBITDA, excluding acquisitions. See pg. 26 for Adj. EBITDA reconciliation", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be2fd4a0-cbe9-4f43-8c02-67bf0315a47a", "parentComponentId": null }, { "bbox": { "h": 0.04375, "w": 0.4275, "x": 0.02875, "y": 0.04375 }, "kind": "title", "text": "Key Investment Highlights", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7071b0b-c7c7-4324-820f-41b042e3baf4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Solution", "beatId": "02bd1a1f-fc94-410f-b27c-4336d85fc04f", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents Mach Natural Resources as a solution to the problem, with its strong track record of acquisitions and substantial drilling inventory", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 9, "textChars": 2351, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:11.959+00", "seconds": 8.622, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/11", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-11", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.57, "w": 0.61, "x": 0.069, "y": 0.159 }, "kind": "chart", "text": "NTM(3) PDP Decline Rate vs. Select Public Companies Targeting ~20% by YE23 Attractive asset profile Traditional conventional base decline combined with highly economic drillable inventory 8% 10% 15% 21% 24% 27% 31% 32% 33% 36% 36% 37% 38% 39% 41% Company 1(*) Company 2(*) Legacy Producing Assets(1) Company 3(*) Mach Combined(2) Company 4 Company 5 Company 6 Company 7 Company 8 Company 9 Company 10(*) Company 11 Company 12 Company 13", "attrs": { "chart_type": "bar", "x_axis_label": "Company", "y_axis_label": "PDP Decline Rate" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8911ccd-7353-479f-8b74-1cc86484d398", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8af92a1-79db-4475-92fc-2b4ddda52811", "parentComponentId": null }, { "bbox": { "h": 0.67, "w": 0.246, "x": 0.715, "y": 0.167 }, "kind": "list", "text": "Mach is a low cost producer compared to other public companies, combining an attractive low decline Legacy Producing Assets with meaningful unconventional development inventory in the Company's Focus Drilling Area(1)\nThis advantage allows Mach to economically offset a low decline rate in our Legacy Producing Assets through commodity cycles\nMach's Legacy Producing Assets decline is comparable to conventional focused companies including TXO and DEC\nOn a consolidated basis, Mach's decline profile across its Legacy Producing Assets and Focused Drilling Area assets is lower than Tier 1 unconventional operators\nMach's unique mix of reserves across its Legacy Producing Assets and Focused Drilling Area assets contributes to relatively stable distributions across commodity price fluctuations", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e205416-ebc9-4f5d-8992-188f94bc2a15", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.44, "x": 0.03, "y": 0.79 }, "kind": "list", "text": "Legacy Producing Assets (% of Total Production (3)):", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "850a47a8-e64c-4d76-8562-42aa35417da1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.19, "x": 0.03, "y": 0.856 }, "kind": "list", "text": "Reinvestment Rate(4)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc6133cb-30e6-4467-b887-9ecbf7d33824", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.058, "x": 0.599, "y": 0.79 }, "kind": "metric", "text": "57%", "attrs": { "unit": "%", "value": 57 }, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "954a1075-2e14-4049-b4ec-fbb93e417ccb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.058, "x": 0.599, "y": 0.856 }, "kind": "metric", "text": "36%", "attrs": { "unit": "%", "value": 36 }, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6c3df4a-63d3-4a4c-9fd0-d453499bed7e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.74, "x": 0.07, "y": 0.916 }, "kind": "source-note", "text": "Sources: PDP declines for select companies derived from Enverus Core and public filings as of 09.05.23. Declines denoted with (*) based on Company's public fillings Note: Selected company group is composed of CHRD, CIVI, CPE, CRGY, DEC, MGY, MTDR, MRO, PR, SM, TXO, VTLE, and OVV 1) Focus Drilling Area assets are all horizontal drilling properties located in Kingfisher & Logan Counties in Oklahoma. Legacy Producing Assets are all properties not located in the \"Focus Drilling Area\" 2) Represents Mach's total corporate PDP decline which captures production from both the Legacy Producing Assets and Focus Drilling Area 3) Average production for twelve month period ending June 30th, 2024 (\"NTM) based on CGA reserve report 4) Represents estimated capex spend for twelve month period ending June 30th, 2024 as a percentage of Adjusted EBITDA, excluding acquisitions. See pg. 26 for Adj. EBITDA reconciliation", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e533cdd1-f4b5-4e96-89ea-b44080792c4f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.069, "y": 0.04 }, "kind": "title", "text": "Steady Legacy Producing Assets Coupled with Ability to Offset PDP Decline with Unconventional Drilling Inventory", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.959+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1c80aa9-c55b-48fa-8510-efe1230941fd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 11, "name": "Market Size", "beatId": "d34126aa-71b0-442a-b935-7fed343305b1", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document presents the market size and opportunity for consolidation in the Anadarko Basin", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 10, "textChars": 958, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:10.623+00", "seconds": 6.483, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/12", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-12", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.099, "w": 0.337, "x": 0.378, "y": 0.343 }, "kind": "callout", "text": "Low opex helps insulate margins from commodity price volatility\nMach's cash operating costs are ~55% and ~15% lower than conventional and unconventional operators average, respectively", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0677ac7-5fa3-4aba-981c-53dfd028cb21", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.94, "x": 0.03, "y": 0.202 }, "kind": "chart", "text": "Bar chart showing cash operating costs per boe for 16 companies, with Mach highlighted in red at $12.51. Other companies range from $7.44 to $47.21.", "attrs": { "x_axis_label": "Company", "y_axis_label": "$/boe" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adc1ea7b-17b0-4971-ad4b-924431c024fe", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.106, "x": 0.859, "y": 0.94 }, "kind": "image", "text": "MACH NATURAL RESOURCES logo", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63d3d802-82f7-4993-a3ad-8c45158fb10e", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.303, "x": 0.35, "y": 0.91 }, "kind": "list", "text": "Royalties\nConventional\nUnconventional", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b5670ff-8002-416a-ab74-6a13e7ac48e7", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.23, "x": 0.72, "y": 0.963 }, "kind": "source-note", "text": "For twelve month period ending June 30, 2023 (\"LTM\")", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39106059-7d94-4936-848a-5ea1b7b6bc30", "parentComponentId": null }, { "bbox": { "h": 0.024, "w": 0.65, "x": 0.058, "y": 0.963 }, "kind": "source-note", "text": "Cash operating costs include lease operating expenses, gas processing and transportation expense, production taxes, selling, general and administrative expense, midstream (benefit) / expense, marketing (benefit) / expense, and other expenses", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "437d734a-cf65-40d1-9dd7-b628c9ccab59", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.74, "x": 0.058, "y": 0.949 }, "kind": "source-note", "text": "Note: Selected company group is composed of BRY, BSM, CHRD, CIVI, CPE, CRC, CRGY, DEC, KRP, MGY, MTDR, NOG, SM, STR, TXO, and VTLE", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fd64bd4-b5f7-4a3d-a0c3-c0fe93bcc188", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.058, "y": 0.937 }, "kind": "source-note", "text": "Source: Public filings", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d90fb10c-2181-4893-9a63-8e0ba3b5d5c7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.83, "x": 0.026, "y": 0.036 }, "kind": "title", "text": "Low Operating Costs Helps Insulate Margins Across the Commodity Cycle", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "336da05d-e596-47b4-a463-f8544079a822", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.412, "x": 0.294, "y": 0.156 }, "kind": "title", "text": "LTM June 2023 Cash Operating Costs ($/boe) (1,2)", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.623+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efff1308-1b49-4bdc-908b-4dd845ae4828", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4f7d3330-7288-4974-a694-e81966e55a51", "evidence": "chart/bar-vertical: Bar chart showing cash operating costs per boe for 16 companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:03:53.591307+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 11, "name": "Market Size", "beatId": "d34126aa-71b0-442a-b935-7fed343305b1", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document presents the market size and opportunity for consolidation in the Anadarko Basin", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 1262, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:09.498+00", "seconds": 5.149, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/13", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-13", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.77, "w": 0.67, "x": 0.047, "y": 0.139 }, "kind": "chart", "text": "Average Oil Production Results Cumulative Oil (bbl/ft) Normalized Time (months) Mach Operated Type Curve Mach Operated Average Results to Date (154 wells, Acid/No-Proppant stimulated, ~$3.0mm AFE) Non-Mach Operated Average Results to Date (75 wells, Proppant stimulated, ~$4.1mm normalized average well cost)", "attrs": { "series_names": [ "Mach Operated Type Curve", "Mach Operated Average Results to Date (154 wells, Acid/No-Proppant stimulated, ~$3.0mm AFE)", "Non-Mach Operated Average Results to Date (75 wells, Proppant stimulated, ~$4.1mm normalized average well cost)" ], "x_axis_label": "Normalized Time (months)", "y_axis_label": "Cumulative Oil (bbl/ft)" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f6d00d5-97d5-4fd3-a8c3-82d0c636e5a2", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.249, "x": 0.722, "y": 0.162 }, "kind": "paragraph", "text": "Commentary\nThe Oswego is the most oil-rich formation in Mach's inventory thus is the focus of the go forward drilling program\nMach began developing the Oswego in 2021 using acid stimulation instead of typical proppant completion\nBy using acid instead of proppant, Mach has lowered average drilling and completion costs to ~$3mm per well\nThe chart shows that Mach's 154 acid stimulated wells with no proppant are performing in line with the other 75 Oswego proppant stimulated wells in Kingfisher County, Oklahoma\nGoing forward, Mach's development program focuses on the Oswego and utilizes acid stimulation as opposed to proppant", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb8e5aa2-4868-4690-acf6-cf85e3c9f5b9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.59, "x": 0.059, "y": 0.946 }, "kind": "source-note", "text": "1) Based on CGA audited type curve as of 6.30.2023\n2) Based on public information. Includes all offset horizontal wells drilled in Oswego formation with reported proppant loading. Normalized to 5,121 ft.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "283d466a-17a9-4443-bd83-ce41b6e491dd", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.33, "x": 0.093, "y": 0.929 }, "kind": "source-note", "text": "Source: Data and analytics derived from Enverus Core", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7bf8c7e-26bc-4c3b-b817-a0f6c1f04a02", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.67, "x": 0.029, "y": 0.043 }, "kind": "title", "text": "Oswego Development Delivering High Oil Performance with Low Well Costs", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:09.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da7d7947-af60-4708-8461-08c8a48f0d0c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f00cde22-c96d-4f28-98b3-36f113efa2f4", "evidence": "chart/line: Average Oil Production Results Cumulative Oil (bbl/ft) Normalized Time (months)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:03:53.658501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 13, "name": "Product", "beatId": "5c728ecf-9469-4c30-a0a7-837d2fe93ffe", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document presents the company's products and services, including its drilling inventory and midstream assets", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 8, "textChars": 1401, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:12.009+00", "seconds": 6.965, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/14", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-14", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.379, "w": 0.65, "x": 0.324, "y": 0.16 }, "kind": "chart", "text": "Oswego Half-Cycle Single-Well PV10% Breakeven WTI Price ($/bbl) (2)\n$45.47\nโ†“($4.18)\n$41.29\nUnadjusted PUD Oswego Type Curve\nMidstream Synergy\nAdjusted Mach PUD Oswego Type Curve", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40f1b1bd-833f-481a-8552-68fe956ab02b", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.65, "x": 0.324, "y": 0.56 }, "kind": "chart", "text": "Lower 48 Half-Cycle Single-Well PV10% Breakeven WTI Price ($/bbl)\n$41.29\n$45.98\n$50.94\n$51.38\n$51.31\n$53.21\n$56.92\n$58.23\nAdjusted Mach PUD Oswego Type Curve (2)\nDelaware\nDJ Basin\nMidland\nWilliston\nEagle Ford\nAnadarko\nAppalachian", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c929691-7d48-4781-b646-119775fd6187", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.09, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "MACH\nNATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "804ee1d1-2e07-4f83-a944-618d1a855dc0", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.032, "y": 0.81 }, "kind": "list", "text": "This midstream synergy provides breakeven advantage comparable to the Midland and Delaware Basins", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10411ad5-6962-42d8-824a-f7b2694776ce", "parentComponentId": null }, { "bbox": { "h": 0.339, "w": 0.26, "x": 0.032, "y": 0.199 }, "kind": "list", "text": "Mach has multiple proven targets across its Focus Drilling Area (1)\nGiven high oil content & compelling economics, Mach's near term development plan is focused on the Oswego\nWhile Oswego economics are compelling on a standalone basis, they are enhanced through ownership of complementary midstream infrastructure", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "220781f6-d78d-46fc-bb3b-1b6c57d8cddc", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.25, "x": 0.047, "y": 0.61 }, "kind": "list", "text": "Represents the removal of gas gathering and processing, and Saltwater Disposal (\"SWD\") costs on Mach's equity interest (i.e. Mach paying itself instead of a third party)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2612a249-be02-48ff-9281-5adbeff2e57a", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.54, "x": 0.032, "y": 0.902 }, "kind": "source-note", "text": "Source: Data and analytics derived from Enverus Core\nNote: Commodity price based on 20:1 WTI: HH\n1) Focus Drilling Area assets are all horizontal properties located in Kingfisher & Logan Counties in Oklahoma\n2) Based on a) CGA audited type curve and b) Management single well economic estimates fully burdened with midstream costs", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fc6dede-ccb6-4896-8de4-b993fb1a7249", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.947, "x": 0.026, "y": 0.045 }, "kind": "title", "text": "Owned Midstream Assets Drive Low Breakeven Costs for New Drilling", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.009+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21516b33-0d8a-4e53-b04e-709691bd493d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22c17699-f6b5-435c-8280-50b35c14721f", "evidence": "list/bullet: Represents the removal of gas gathering and processing, and Saltwater Disposal (\"SWD\") costs", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:03:53.760923+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c9200d92-7948-4041-bd74-ed28c6f8a530", "evidence": "chart/bar-vertical: Lower 48 Half-Cycle Single-Well PV10% Breakeven WTI Price ($/bbl)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:03:53.726186+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 13, "name": "Product", "beatId": "5c728ecf-9469-4c30-a0a7-837d2fe93ffe", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document presents the company's products and services, including its drilling inventory and midstream assets", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "function": "present_solution", "rawType": "product_demo", "block": null, "metadata": { "slideType": "product_demo", "slideTypeCanon": { "name": "Product demo", "slug": "product_demo", "status": "active", "canonId": "019de52d-0f06-7288-84f2-7568c1020fce", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 6, "textChars": 1121, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:12.282+00", "seconds": 6.81, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/15", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-15", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.44, "x": 0.52, "y": 0.16 }, "kind": "chart", "text": "Inventory by Breakeven WTI Price (1,2) ($/bbl)\nGross Locations\n$50.00\n$70.00\n$90.00\nFocus Drilling Area Assets\nLegacy Producing Assets", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.282+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "902b7d5e-0ef7-4fe0-8aa9-70cd8de60893", "parentComponentId": null }, { "bbox": { "h": 0.47, "w": 0.46, "x": 0.03, "y": 0.42 }, "kind": "image", "text": "Mach Leases\nMach Acreage\n30\n60 mi\nKansas\nOklahoma\nTexas\nMajorFocus Drilling Area", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.282+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56e3a0b6-5f8d-4224-a356-8fa3144b9287", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.46, "x": 0.03, "y": 0.17 }, "kind": "list", "text": "Low-Cost Inventory\n770 gross horizontal drilling locations are economic at $50/bbl\nNear-term drilling program focused on the Oswego formation in the Focus Drilling Area (2)\nAdditional inventory includes the Meramec / Osage formation and the Mississippi Lime in the Focus Drilling Area and Legacy Producing Assets, respectively\n99% HBP and no near-term drilling obligations", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.282+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52abda3e-29b4-41a0-8cdf-bd5e4037e56b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.44, "x": 0.52, "y": 0.57 }, "kind": "list", "text": "Additional Upside at Higher Prices\n2,000+ gross horizontal drilling locations are economic at $90/bbl", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.282+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67744de1-c72b-497b-a8b6-b71955f5647d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.75, "x": 0.06, "y": 0.95 }, "kind": "source-note", "text": "Inventory based on gross horizontal drilling locations at various half-cycle PV10% breakeven prices. Commodity price based on 20:1 WTI: HH assuming oil price of $50/$70/$90\nFocus Drilling Area assets are all horizontal drilling properties located in Kingfisher County & Logan County in Oklahoma. Legacy Producing Assets are all properties not located in the \"Focus Drilling Area", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.282+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "753b7a15-fb00-4309-ae31-c89098a3507b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.947, "x": 0.026, "y": 0.045 }, "kind": "title", "text": "2,000+ Drilling Inventory Support Sustainable Production", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.282+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5c4add1-a3dc-4cf7-9fd7-56231ff40586", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "df7fb356-8244-4f0a-a1d3-803070979e91", "evidence": "chart/bar-stacked: Inventory by Breakeven WTI Price (1,2) ($/bbl)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:03:53.831064+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 13, "name": "Product", "beatId": "5c728ecf-9469-4c30-a0a7-837d2fe93ffe", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document presents the company's products and services, including its drilling inventory and midstream assets", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 8, "textChars": 744, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:11.96+00", "seconds": 6.157, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/16", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-16", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.93, "x": 0.039, "y": 0.146 }, "kind": "chart", "text": "Reinvestment Rate Next Twelve Months (1,2) 11% 32% 32% 36% 36% 42% 45% 47% 49% 52% 53% 53% 55% 63% 65% 67% 90%", "attrs": { "x_axis_label": "Company", "y_axis_label": "Reinvestment Rate", "x_axis_labels": [ "Company 1", "Company 2", "Company 3", "MACH", "Company 4", "Company 5", "Company 6", "Company 7", "Company 8", "Company 9", "Company 10", "Company 11", "Company 12", "Company 13", "Company 14", "Company 15", "Company 16" ], "y_axis_labels": [ "11%", "32%", "32%", "36%", "36%", "42%", "45%", "47%", "49%", "52%", "53%", "53%", "55%", "63%", "65%", "67%", "90%" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21a3d020-e341-4f40-98be-f06be7b18a33", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.11, "x": 0.86, "y": 0.94 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40656f4d-1d27-4c27-aee9-52a595d3c420", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "/16", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67de3a49-d903-444a-ac76-6c51ff23a4b5", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.75, "x": 0.08, "y": 0.95 }, "kind": "source-note", "text": "2) Represents estimated capex spend as a percentage of Adj. EBITDA, excluding acquisitions. See pg. 26 for Adj. EBITDA reconciliation", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66b43837-7e40-4c1e-a461-c8539375fd0e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.89, "x": 0.08, "y": 0.91 }, "kind": "source-note", "text": "Source: Public filings, FactSet, I/B/E/S consensus estimates for peers, and Management estimates for next twelve month Adj. EBITDA and Capex Note: Selected company group is composed of BRY, CHRD, CIVI, CPE, CRC, CRGY, DEC, HPK, MGY, MRO, MTDR, NOG, OVV, PR, SM, and TXO", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a40c65b0-b716-4e56-9a90-a56c1619569a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.35, "x": 0.08, "y": 0.94 }, "kind": "source-note", "text": "1) For twelve month period ending June 30, 2024 (NTM)", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7fdf603-6aeb-4f48-a326-e43c1b6e9db2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.96, "x": 0.029, "y": 0.069 }, "kind": "title", "text": "Low base declines (+) low opex (+) low breakeven inventory (=) low reinvestment rates", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81d04904-d204-4c4b-b520-759ccacbd11a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.96, "x": 0.029, "y": 0.036 }, "kind": "title", "text": "Targeting Attractive Reinvestment Rates to Optimize Return of Capital", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:11.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d86a9da-0164-48b3-8112-6cec5f4631fc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fcaa0f34-cda4-4fb8-b136-5cc9ae7e598c", "evidence": "chart/bar-vertical: Reinvestment Rate Next Twelve Months (1,2)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:03:53.902443+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 96, "componentCount": 18, "textChars": 1326, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:14.641+00", "seconds": 8.783, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/17", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-17", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.404, "x": 0.049, "y": 0.202 }, "kind": "diagram", "text": "Publicly listed Royalties, Conventional and Unconventional operators with market cap between $500MM - $10B (1)\nCompanies with PDP decline rate of < 25% (2)\nCompanies with PDP decline rate of < 25% & operating costs < $15/Boe (2)\nPDP Decline < 25% & Opex < $15/Boe & >45% Liquids Production (2)", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22f73a60-71c4-4ffa-ac9d-2cbe5a6d1c61", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14c3a71e-804c-4cfc-b19b-1117f418d85a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.63, "y": 0.68 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a74f68a-bd67-4e10-aba1-ffe74db9a01b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.505, "y": 0.57 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "680e829e-1969-4af8-aa1a-a3277ca81af8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.505, "y": 0.43 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e34613a-c3d5-4632-8541-56eeda24c464", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.505, "y": 0.23 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "929b90ed-1f34-46dd-ad14-ac2cdcf53609", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.63, "y": 0.73 }, "kind": "list", "text": "24% PDP Decline\n$12.51/Boe Opex\n47% Liquids Production", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43a9599b-b8d2-4b9a-a976-e12f0bdf70cd", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.035, "x": 0.46, "y": 0.59 }, "kind": "metric", "text": "5", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11b85d52-7dbd-4312-9c26-ed5db8a2d91e", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.035, "x": 0.35, "y": 0.73 }, "kind": "metric", "text": "1", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "898f4869-3de4-4c40-9367-11fd9cedbb82", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.05, "x": 0.46, "y": 0.276 }, "kind": "metric", "text": "28", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "969bbe97-051d-484d-9de5-cfbeeae98d37", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.035, "x": 0.46, "y": 0.45 }, "kind": "metric", "text": "9", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2787cf7-3e52-43fd-9112-de87934f7659", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.947, "x": 0.026, "y": 0.875 }, "kind": "paragraph", "text": "Mach is uniquely positioned with a combination of lower decline, lower operating costs & higher percentage of liquids production", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3dcec65-f9a1-42ba-b6aa-f8b534c67e41", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.55, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "1) These firms are onshore US firms with market caps between $500MM and $10B as of 8.31.23", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32931610-2162-4a18-a7bc-5fad0b72b2f3", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.17, "x": 0.05, "y": 0.905 }, "kind": "source-note", "text": "Source: Public fillings and FactSet", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "851f4c7f-adc4-43bc-b6bf-205f4ac20d40", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.77, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "2) These firms have publicly available PDP decline figures, operating costs and/or liquids production available as of 8.31.23. Operating costs represent figures from filings ending 6.30.23", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9521a7a8-f6de-4b05-bd39-eaa7fa91079d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.77, "x": 0.05, "y": 0.918 }, "kind": "source-note", "text": "Note: Selected company group is composed of BRY, CHRD, CIVI, CNX, CPE, CRC, CRGY, CRK, DEC, ERF, GPOR, GRNT, HPK, MACH, MGY, MTDR, MUR, NFG, NOG, REPX, RRC, SBOW, SD, SM, SWN, TXO, VTLE, and VTS", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a01901b4-9938-4827-99f6-0d02f2ed5139", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.947, "x": 0.026, "y": 0.118 }, "kind": "title", "text": "Lower decline, lower operating costs and higher percentage of liquids production work together to create an attractive dividend vehicle", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bad0a793-b823-45d2-a035-fad38004636d", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.947, "x": 0.026, "y": 0.039 }, "kind": "title", "text": "A Business Built on Low Development & Operating Costs to Support Meaningful Cash Distributions", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.641+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f30dc30-d185-49e0-8549-401cb8cc5609", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4590469a-099e-4b05-8ff6-8acaf37cb461", "evidence": "paragraph/paragraph: Mach is uniquely positioned with a combination of lower decline, lower operating costs & higher percentage of liquids production", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:03:53.969349+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 17, "from": 7, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "f42fe5ac-ed3d-4a11-9cb0-43331346af4b", "evidence": "The document presents a logical chain of arguments to support its claims, from its strong track record of acquisitions to its substantial drilling inventory", "position": 0, "objective": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:15:29.707029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 36, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:10.161+00", "seconds": 3.055, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/18", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-18", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.06805555555555556, "w": 0.17916666666666667, "x": 0.05083333333333333, "y": 0.05277777777777778 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.161+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f027ab6-f935-48c2-b22e-f4558f961620", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.325, "x": 0.03833333333333333, "y": 0.7027777777777777 }, "kind": "title", "text": "Asset Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:10.161+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "911e6695-5143-400c-976a-af349c9bb542", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "setup", "function": "establish_context", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 32, "textChars": 585, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:19.298+00", "seconds": 12.057, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/19", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-19", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.63, "x": 0.026, "y": 0.14 }, "kind": "image", "text": "Map of Anadarko Basin showing Mach Leases and Focus Drilling Area in Kansas, Oklahoma, and Texas.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf1cef43-91c4-4bec-a29a-9855a1aaec5c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.13, "x": 0.079, "y": 0.579 }, "kind": "list", "text": "Mach Leases\nFocus Drilling Area", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72d61cdd-c26a-4c42-969b-dbb9486e7d2b", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.118, "x": 0.69, "y": 0.45 }, "kind": "metric", "text": "~936,000", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "491f39c3-4cd9-4a84-9da9-ab77001d3be3", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.06, "x": 0.72, "y": 0.809 }, "kind": "metric", "text": "15%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58a2148f-841f-47b6-be64-c944f235516b", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.078, "x": 0.702, "y": 0.59 }, "kind": "metric", "text": "~239", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58efe81a-8002-4eb2-a029-be15d1e52cd2", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.06, "x": 0.25, "y": 0.809 }, "kind": "metric", "text": "19%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "614a214a-9bc9-4291-aeec-8291dd880c97", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.06, "x": 0.58, "y": 0.809 }, "kind": "metric", "text": "62%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68116ee5-7354-46d6-b179-905e2dc503d7", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.06, "x": 0.87, "y": 0.809 }, "kind": "metric", "text": "23%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7289f780-ab66-4b99-a257-b94461b3b37c", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.09, "x": 0.84, "y": 0.59 }, "kind": "metric", "text": "~$2.1bn", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd5029a3-3f7e-4a87-8bb6-7e4cdec02ecc", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.06, "x": 0.102, "y": 0.809 }, "kind": "metric", "text": "28%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfa4cd0e-a787-4ce7-9770-906cb1c83050", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.06, "x": 0.702, "y": 0.309 }, "kind": "metric", "text": "~59", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbd34d3c-ecc3-41a0-9d9c-cecb11c96f39", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.08, "x": 0.85, "y": 0.45 }, "kind": "metric", "text": "~99%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d79b7632-2806-47ed-9fe0-85ac2c57a492", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.06, "x": 0.402, "y": 0.809 }, "kind": "metric", "text": "53%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e25fdbff-7886-428c-b038-e913f4ae2064", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.102, "x": 0.84, "y": 0.309 }, "kind": "metric", "text": "2,000+", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea6d760b-559c-4101-8ef0-06debacddc26", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.038, "x": 0.26, "y": 0.84 }, "kind": "paragraph", "text": "NGL", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019a6a6a-e10c-4313-8ad2-f4ac2c09b978", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.118, "x": 0.69, "y": 0.62 }, "kind": "paragraph", "text": "Proved Reserves\n(mmboe)(2)", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bcfd9fb-b026-4295-9124-adcafe829be8", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.038, "x": 0.41, "y": 0.84 }, "kind": "paragraph", "text": "Gas", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1321d074-dfd1-45e7-9769-a64f8bf854a2", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.08, "x": 0.85, "y": 0.48 }, "kind": "paragraph", "text": "Held by\nProduction", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b9f5b3a-e0fa-4041-8bd0-23d871a45ce8", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.118, "x": 0.83, "y": 0.34 }, "kind": "paragraph", "text": "Gross Horizontal\nDrilling Locations", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "354ca735-dcd6-4144-9fa1-247af7a9aef5", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.028, "x": 0.59, "y": 0.84 }, "kind": "paragraph", "text": "Oil", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41ef532a-9d44-473f-9108-20a6de7ebac8", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.048, "x": 0.72, "y": 0.84 }, "kind": "paragraph", "text": "NGLs", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "779078a3-10f3-4d3c-8ac6-a5609e3d51ea", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.028, "x": 0.118, "y": 0.84 }, "kind": "paragraph", "text": "Oil", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "841a2bd3-308f-4b0d-bce3-010fc885a181", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.102, "x": 0.69, "y": 0.34 }, "kind": "paragraph", "text": "NTM Production\n(mboepd)(1)", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a605267c-ed7d-4c88-a5cc-6151229c5d24", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.078, "x": 0.71, "y": 0.48 }, "kind": "paragraph", "text": "Net Acres", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb10721a-65bf-4168-9472-bcf1a2b16331", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.038, "x": 0.88, "y": 0.84 }, "kind": "paragraph", "text": "Gas", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbf583c6-82a0-448e-8ff3-780040a6f478", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.09, "x": 0.84, "y": 0.62 }, "kind": "paragraph", "text": "PD PV10% (2)", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb574615-2459-4f7f-a7ea-ef1bf82d3289", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.36, "x": 0.079, "y": 0.96 }, "kind": "source-note", "text": "1) For twelve month period ending June 30, 2024 (\"NTM\")", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29147442-f9ce-48d2-9086-fc623c14990d", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.44, "x": 0.079, "y": 0.97 }, "kind": "source-note", "text": "2) Based on CGA's reserve report as of June 30, 2023 using SEC pricing", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d917f593-e3f6-4f35-a4ed-4dd69c54a85e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.58, "x": 0.026, "y": 0.079 }, "kind": "title", "text": "Significant position in well understood Anadarko Basin", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20987b01-4811-4c32-84c9-3b4a21fd8883", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.402, "x": 0.026, "y": 0.045 }, "kind": "title", "text": "Upstream Asset Profile", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43b61b5e-2f0c-4343-9f15-4806cb9d4e59", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.32, "x": 0.59, "y": 0.74 }, "kind": "title", "text": "NTM (1) June 2024 Revenue Mix", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b87bf06-95a0-4e0b-9613-176cd8e9a8f6", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.32, "x": 0.11, "y": 0.74 }, "kind": "title", "text": "NTM (1) June 2024 Production Mix", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.298+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d147de9-2376-4a5a-8819-c6fc145c31dd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "appendix", "function": "present_solution", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 9, "textChars": 1274, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:14.687+00", "seconds": 6.129, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/20", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-20", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.76, "w": 0.46, "x": 0.029, "y": 0.138 }, "kind": "image", "text": "Map showing Mach Leases, Kingfisher Midstream Gathering (High Pressure Gas Line, Low Pressure Gas Line, SWD Line), and Facilities (Compressor Station, Gas Plant, SWD Wells) in the STACK region, including Lincoln Gas Plant.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b9e5c62-ec5a-4ac4-aee2-b6ce45216bfd", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.237, "x": 0.729, "y": 0.57 }, "kind": "list", "text": "~300 miles of owned gathering pipeline\nAll pipelines are buried poly pipe with above ground risers", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e2e4e92-81fb-4cec-9bba-e5bc781e4efe", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.237, "x": 0.729, "y": 0.35 }, "kind": "list", "text": "~460 miles gas gathering lines\n~85 miles of HPPL (4)\n~375 miles of LPPL(4)\n~430 receipt point connections\n27 compressors, ~35,880 HP", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "927c74bf-5cf9-426d-a942-677f447ea66a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.237, "x": 0.729, "y": 0.15 }, "kind": "list", "text": "~260 mmcfpd of cryogenic processing capacity at state-of-the-art processing complex with exceptional recovery rates\nInterconnects to PEPL & OGT (2)\n12 compressors, ~24,100 HP(3)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa6139e9-0408-4ade-89ed-79bc8de65ef2", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.237, "x": 0.729, "y": 0.77 }, "kind": "list", "text": "20 disposal wells\n5 permitted for commercial use\n~377,000 BWPD(5) capacity\n~15% utilized(6)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b62ccfca-f79f-49ed-8e8f-59f429a7e48f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.68, "x": 0.057, "y": 0.929 }, "kind": "source-note", "text": "Note: Serviced by 21 dedicated midstream field and plant staff including Midstream Plant Manager, Mechanic, Instrumentational & Electric (\"I&E) Tech and eight Plant Operators", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "927d5cd9-3994-4b50-8733-1057f69dc6bb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.68, "x": 0.057, "y": 0.945 }, "kind": "source-note", "text": "1) Salt Water Disposal (\"SWD\") Line. Salt Water Disposal (\"SWD\") Wells\n2) Panhandle Eastern Pipeline (\"PEPL\"). Oneok Gas Transmission (\"OGT\")\n3) Horsepower (\"HP\")\n4) High Pressure Pipeline (\"HPPL). Low Pressure Pipeline (\"LPPL)\n5) Barrels of water per day (\"BWPD)\n6) Latest available as of 5.31.2023", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dee34d5f-6dfa-4932-aa9a-ae18259b07bb", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.56, "x": 0.026, "y": 0.068 }, "kind": "title", "text": "Strategic location provides significant cost benefits", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "318a5425-30f2-4b39-b9cf-e6bfa077f1fa", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.54, "x": 0.026, "y": 0.036 }, "kind": "title", "text": "STACK Owned Midstream Assets", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b76cea9-1e3d-42e7-8ef6-1243e24b90da", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1b278840-da0b-488d-9254-3cc78e757f2e", "evidence": "list/bullet: ~260 mmcfpd of cryogenic processing capacity at state-of-the-art processing complex with exceptional recovery rates", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:03:54.074638+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 18, "textChars": 749, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:19.472+00", "seconds": 10.084, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/21", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-21", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.253, "w": 0.36, "x": 0.023, "y": 0.66 }, "kind": "image", "text": "MADILL PLANT", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08bdf41b-3f77-4cee-ae84-0d69c04432d8", "parentComponentId": null }, { "bbox": { "h": 0.253, "w": 0.36, "x": 0.023, "y": 0.397 }, "kind": "image", "text": "ELMORE CITY GAS PLANT", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "129c0d12-39ae-4a1a-a61f-5f749cd67065", "parentComponentId": null }, { "bbox": { "h": 0.253, "w": 0.36, "x": 0.023, "y": 0.133 }, "kind": "image", "text": "MCLEAN PROCESSING PLANT", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a15b4824-d17a-44a3-8116-c0e37e1ac40f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.399, "y": 0.66 }, "kind": "list", "text": "Madill Processing Plant\n~40 mmcfpd of processing capacity\n~11 mmcfpd of current volume(1)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05552f9a-7a3b-46b3-99a3-142454c5e3d0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.399, "y": 0.137 }, "kind": "list", "text": "McLean Processing Plant\n~23 mmcfpd of processing capacity\n~6 mmcfpd of current volume(1)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c4934e8-543b-4943-ae99-cc8c06ae80c5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.399, "y": 0.267 }, "kind": "list", "text": "McLean Gas Gathering System\n~510 miles of gas gathering lines\n~10 miles of HPPL\n~500 miles of LPPL", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a125603c-8716-484e-88aa-387a317b2236", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.399, "y": 0.79 }, "kind": "list", "text": "Madill Gas Gathering System\n~180 miles of gas gathering lines\n~20 miles of HPPL\n~160 miles of LPPL", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3381718-25f5-4205-b1eb-026630675152", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.399, "y": 0.397 }, "kind": "list", "text": "Elmore City Processing Plant\n~30 mmcfpd of processing capacity\n~7 mmcfpd of current volume(1)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfeb7105-f4fb-4b6f-a5ab-b5a527b6a687", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.47, "x": 0.399, "y": 0.527 }, "kind": "list", "text": "Elmore City Gas Gathering System\n~60 miles of LPPL gas gathering lines", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8da16af-ea9e-496a-9cbe-3b183cd11bff", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.066, "x": 0.899, "y": 0.55 }, "kind": "metric", "text": "100% owned", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11d30518-d2fd-41f0-b056-1ebd41a1800c", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.066, "x": 0.899, "y": 0.813 }, "kind": "metric", "text": "100% owned", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "131c5819-3110-4b39-a965-b55539808742", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.066, "x": 0.899, "y": 0.16 }, "kind": "metric", "text": "50% owned", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "234541af-50e7-455b-a86c-083ee03a0816", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.066, "x": 0.899, "y": 0.29 }, "kind": "metric", "text": "100% owned", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a0f9d3f-cc53-4b06-9d40-8c5ed87ac977", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.066, "x": 0.899, "y": 0.42 }, "kind": "metric", "text": "100% owned", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b211b804-57aa-42de-a5e5-6786fa0bc54f", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.066, "x": 0.899, "y": 0.683 }, "kind": "metric", "text": "50% owned", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4215a58-8f0e-4aea-b60f-bc707324e374", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.156, "x": 0.06, "y": 0.96 }, "kind": "source-note", "text": "Latest available as of 5.31.2023", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a80b40b1-a626-4163-9017-b6bf6f33c4bb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.469, "x": 0.023, "y": 0.076 }, "kind": "title", "text": "Infrastructure improves field economics", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4673b87e-983a-4b3d-a2ae-b24d198ff64e", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.469, "x": 0.023, "y": 0.039 }, "kind": "title", "text": "Other Owned Midstream Assets", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:19.472+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02641528-568a-4e9e-9bb6-ed2cd08e6455", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a610830a-1625-415b-8a47-97ba9ff8f2c2", "evidence": "The slide contains a list of bullet points describing various midstream assets.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:49:39.244218+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 7, "textChars": 472, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:14.645+00", "seconds": 4.938, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/22", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-22", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.79, "w": 0.489, "x": 0.026, "y": 0.136 }, "kind": "image", "text": "Map showing Mach Leases, SWD Pipeline, and SWD Wells in Kansas and Oklahoma.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.645+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac2d12f3-b6c8-417c-8375-933f456f942d", "parentComponentId": null }, { "bbox": { "h": 0.186, "w": 0.419, "x": 0.55, "y": 0.74 }, "kind": "list", "text": "Mach Operated Laredo Gas Gathering System:\n56% owned\n~160 miles of buried steel pipe\n3\" to 16\"\n~166 mmcfpd capacity", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.645+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "208f0bf8-1d05-437e-943b-d6e5257068c5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.419, "x": 0.55, "y": 0.476 }, "kind": "list", "text": "Compression:\n~89,000 HP\nFleet of ~500 units", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.645+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b607921f-dd7a-4a66-9694-c8e42ca91fd1", "parentComponentId": null }, { "bbox": { "h": 0.206, "w": 0.419, "x": 0.55, "y": 0.176 }, "kind": "list", "text": "Mach Operated SWD System:\n300,000 BWPD allowable injection\n33% utilized (1)\n~580 miles of pipeline\n35 operated disposal wells", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.645+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c65b0790-9bd1-4b2c-b290-a44241a3b33e", "parentComponentId": null }, { "bbox": { "h": 0.009, "w": 0.15, "x": 0.069, "y": 0.962 }, "kind": "source-note", "text": "Latest available as of 5.31.2023", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.645+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e10fffd-0a2c-4bb5-a293-3cd1f005f16e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.466, "x": 0.026, "y": 0.073 }, "kind": "title", "text": "Cost savings from control of field services", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.645+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6dc2a02-26cc-4628-8f6d-588fa05566b0", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.629, "x": 0.026, "y": 0.036 }, "kind": "title", "text": "Other Owned Midstream Assets Continued", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:14.645+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b71d2eb1-f500-4ea5-97da-bc22520b4245", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ec74e696-f443-446d-8c62-f9d30983e029", "evidence": "The slide contains a list of bullet points describing additional midstream assets and operational details.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:49:39.320263+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 40, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:12.881+00", "seconds": 2.935, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/23", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-23", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.06833333333333333, "w": 0.175, "x": 0.05083333333333333, "y": 0.0525 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.881+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca273a54-ecd5-42d9-b945-a1a89382f944", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35833333333333334, "x": 0.05083333333333333, "y": 0.7008333333333333 }, "kind": "title", "text": "Financial Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:12.881+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e53eed3-d80a-4122-87fd-83ef7467a3a8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "51939f15-86f7-4623-9128-6867df119cd1", "evidence": "The slide is titled 'Financial Overview' and contains a logo and a headline, serving as a section divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:39.392445+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 26, "from": 23, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "e7ace991-37e2-41ba-a128-6caa1999aa08", "evidence": "The document presents the financial overview and the potential costs of inaction", "position": 1, "objective": "To highlight the risks of not investing in Mach Natural Resources", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:15:29.749077+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 10, "textChars": 1728, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:16.677+00", "seconds": 6.536, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/24", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-24", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.087, "w": 0.935, "x": 0.034, "y": 0.826 }, "kind": "list", "text": "Management and Board Alignment: Amassed large acreage position in Mid-Continent since 2018 while maintaining a conservative capital structure; Post-IPO business plan aligns with how management and Bayou City built the business: opportunistic acquisitions and a focus on maximizing cash distributions to equity holders.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "128e61a6-e88d-498d-b325-e90642f4241e", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.935, "x": 0.034, "y": 0.427 }, "kind": "list", "text": "Attractive Distribution Policy and Structure: All cash on hand will be distributed at the end of each quarter, less reserves established by our general partner; Distribution strategy aligns well with Master Limited Partnership structure which avoids double taxation.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "543689ac-8805-4eca-a54f-887bdb69175d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.935, "x": 0.034, "y": 0.31 }, "kind": "list", "text": "Cash Generation Vehicle: Estimated NTM cash available for distribution of $334mm with a reinvestment rate of 36%.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6718ec6e-c9dd-44a7-80d6-ed34792906ae", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.935, "x": 0.034, "y": 0.56 }, "kind": "list", "text": "Strong Balance Sheet: Upon consummation of the IPO, Mach will have zero net debt; Low leverage is a key tenet of financial strategy so any future debt issuance or incurrence will be done conservatively and generally in connection with acquisitions.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86fc0abd-5249-4ab8-83d7-2d441ef9a923", "parentComponentId": null }, { "bbox": { "h": 0.087, "w": 0.935, "x": 0.034, "y": 0.693 }, "kind": "list", "text": "Proactive Hedging Philosophy: Mach's hedging philosophy is centered around minimalizing volatility and maximizing available cash for distribution; Beginning October 2023, the Company has oil hedges totaling 1,521 mbl through June 2024 at an average price of $83.15/bbl and maintains no natural gas hedges.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3dbdbc5-a912-4960-a473-122dc6eca616", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.935, "x": 0.034, "y": 0.193 }, "kind": "list", "text": "Disciplined Investment Approach: Mach's development plan mitigates PDP production declines while minimizing capital spend; Company uses conservative approach to spacing, well design, and drillable locations to optimize assets.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7cfa458-6e9f-48ba-8e9f-d82072d45aea", "parentComponentId": null }, { "bbox": { "h": 0.009, "w": 0.34, "x": 0.08, "y": 0.962 }, "kind": "source-note", "text": "For twelve month period ending June 30th, 2024 (\"NTM\")", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76f7d866-ec80-4fcd-95cf-51884a0ecef6", "parentComponentId": null }, { "bbox": { "h": 0.009, "w": 0.64, "x": 0.08, "y": 0.973 }, "kind": "source-note", "text": "Represents estimated capex spend as a percentage of Adjusted EBITDA, excluding acquisitions. See pg. 26 for Adj. EBITDA reconciliation", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c854671-eb48-4e51-9abf-1fc105919fe1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.34, "x": 0.029, "y": 0.046 }, "kind": "title", "text": "Financial Overview", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29f6ce6a-4cc1-41d1-a962-870b305aa8fa", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.507, "x": 0.029, "y": 0.08 }, "kind": "title", "text": "Mach Resources financial overview and strategy", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:16.677+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f15ba008-c40b-41eb-a3ba-eee03fa62e1c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "be8093d6-c812-4879-8ead-f81fb39621f8", "evidence": "Management and Board Alignment: Amassed large acreage position in Mid-Continent since 2018 while maintaining a conservative capital structure; Post-IPO business plan aligns with how management and Bayou City", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:04:10.007322+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "eec8e598-6121-48b1-8894-be3179f08cc6", "evidence": "Mach's development plan mitigates PDP production declines while minimizing capital spend; Company uses conservative approach to spacing, well design, and drillable locations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:04:10.047897+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 26, "from": 23, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "e7ace991-37e2-41ba-a128-6caa1999aa08", "evidence": "The document presents the financial overview and the potential costs of inaction", "position": 1, "objective": "To highlight the risks of not investing in Mach Natural Resources", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:15:29.749077+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 12, "textChars": 781, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:17.96+00", "seconds": 7.535, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/25", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-25", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.33, "w": 0.46, "x": 0.025, "y": 0.56 }, "kind": "chart", "text": "Non-acquisition CAPEX(4) ($mm) 2021A: $61, 2022A: $291, LTM(1): $383, NTM(2): $189", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ee94b53-d7a6-4df0-a2d5-508f7ffc4882", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.46, "x": 0.51, "y": 0.56 }, "kind": "chart", "text": "Cash Distributed to Members / Cash Available for Distribution(5) ($mm) 2021A: $152, 2022A: $332, LTM(1): $328, NTM(2): $334", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d7bb832-1eec-419c-b298-30694a80f3b4", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.46, "x": 0.025, "y": 0.156 }, "kind": "chart", "text": "Daily Production (mboepd) 2021A: 48, 2022A: 60, LTM(1): 65, NTM(2): 59", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ecd0eb5-d977-46a7-bd97-1d12a6d9de78", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.46, "x": 0.51, "y": 0.156 }, "kind": "chart", "text": "Adjusted EBITDA(3) ($mm) 2021A: $357, 2022A: $714, LTM(1): $623, NTM(2): $528", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca530d2c-6fe1-44a7-bbc0-2de7a6b38675", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.095, "x": 0.88, "y": 0.96 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65b84626-ae61-4f37-a0df-3bd9ee8cdfbf", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.35, "x": 0.053, "y": 0.97 }, "kind": "source-note", "text": "2) For twelve month period ending June 30th, 2024 (\"NTM\")", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0430651f-0968-478f-bc54-a849bcc1206b", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.35, "x": 0.053, "y": 0.96 }, "kind": "source-note", "text": "1) For twelve month period ending June 30th, 2023 (\"LTM\")", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1aa50e27-d779-46aa-bef8-9b4a8a7a1e84", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.39, "x": 0.053, "y": 0.98 }, "kind": "source-note", "text": "3) Adjusted EBITDA is a non-GAAP measure. See pg. 26 for Adj. EBITDA reconciliation", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93cce917-7567-4202-89a1-ba0f86e25475", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.35, "x": 0.459, "y": 0.96 }, "kind": "source-note", "text": "4) Excludes capital expenditures for other property and equipment", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcaa769a-8f09-4be8-84f3-61cc30d98694", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.49, "x": 0.459, "y": 0.97 }, "kind": "source-note", "text": "5) Cash Available for Distribution is a non-GAAP measure. See pg. 26 for Adj. EBITDA reconciliation", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3891edb-5a7e-429d-a3b6-97a5cdd9f00b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.302, "x": 0.025, "y": 0.039 }, "kind": "title", "text": "Financial Overview", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccac3bb2-85c6-408f-823d-4243a3733612", "parentComponentId": null }, { "bbox": { "h": 0.019, "w": 0.302, "x": 0.025, "y": 0.07 }, "kind": "title", "text": "Historical financial results", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cc0c63f-cd71-43a5-8809-d11c99a65297", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "4199c814-ccb4-4720-a617-9d9b63b89701", "evidence": "chart/bar-vertical: Cash Distributed to Members / Cash Available for Distribution(5) ($mm) 2021A: $152, 2022A: $332, LTM(1): $328, NTM(2): $334", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.126714+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 26, "from": 23, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "e7ace991-37e2-41ba-a128-6caa1999aa08", "evidence": "The document presents the financial overview and the potential costs of inaction", "position": 1, "objective": "To highlight the risks of not investing in Mach Natural Resources", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:15:29.749077+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "analysis", "function": "analyze_data", "rawType": "financial_overview", "block": null, "metadata": { "slideType": "financial_overview", "slideTypeCanon": null, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 6, "textChars": 1060, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:15.816+00", "seconds": 4.656, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/26", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-26", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.08, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "MACH\nNATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.816+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d70fc72-7e24-4b10-ac58-8f97d8e37d49", "parentComponentId": null }, { "bbox": { "h": 0.44, "w": 0.44, "x": 0.03, "y": 0.16 }, "kind": "list", "text": "Operational Detail\nโžค Current Production (1)\n~59 boepd\nโ–บ Current Production Mix(1)\n28% Oil/19% NGL/53% Gas\nGross Operated Wells\n~4,500\nLocation Count\nOver 2,000 gross horizontal drilling locations\nRig Count\nCurrently running 2 rigs", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.816+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe2ac215-1c60-4137-9660-160f877924ea", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.45, "x": 0.068, "y": 0.96 }, "kind": "source-note", "text": "1) Average for twelve month period ending June 30, 2024 (\"NTM\")\n2) Development costs include all of Mach's capital expenditures made for oil and gas properties, other than acquisitions", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.816+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10fd931d-ed25-4939-8468-44d6b777043f", "parentComponentId": null }, { "bbox": { "h": 0.77, "w": 0.47, "x": 0.499, "y": 0.134 }, "kind": "table", "text": "Adjusted EBITDA and Cash Available for Distribution Reconciliations\nMach Natural Resource Pro Forma\n($ in thousands)\nProduction (mboepd)\nNet income (loss)\nInterest expense, net\nDD&A\nUnrealized (gain) or loss on derivatives\nEquity compensation\nLoss on contingent consideration\nCredit losses\n(Gain) loss on asset sale\nAdjusted EBITDA\nSettlement of asset retirement obligations\nCash interest expense, net\nDevelopment costs (2)\nSettlement of contingent consideration\nChange in accrued realized derivative settlements\nCash available for distrubution\nCash distribution", "attrs": { "header_rows": 3, "first_column_is_header": true }, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.816+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08442b94-4cce-42e1-94d2-0caaec4c621e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.301, "x": 0.026, "y": 0.039 }, "kind": "title", "text": "Financial Overview", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.816+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e68cb12c-f78c-4325-a943-41291e30dc96", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.426, "x": 0.026, "y": 0.074 }, "kind": "title", "text": "Capital expenditures and development program", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.816+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7049513-acde-4c17-a2e3-a37e5e19d35a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "88e48751-3384-4047-a9c8-ea9992ecf3cc", "evidence": "table/data: Adjusted EBITDA and Cash Available for Distribution Reconciliations Mach Natural Resource Pro Forma ($ in thousands)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.208085+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 26, "from": 23, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "e7ace991-37e2-41ba-a128-6caa1999aa08", "evidence": "The document presents the financial overview and the potential costs of inaction", "position": 1, "objective": "To highlight the risks of not investing in Mach Natural Resources", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:15:29.749077+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 27, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 9, "textChars": 701, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:17.965+00", "seconds": 5.664, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/27", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-27", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.125, "w": 0.145, "x": 0.19917, "y": 0.63333 }, "kind": "list", "text": "Owned Midstream Assets Drive Low Breakeven Costs For New Drilling", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0679f351-c55b-4ab6-8516-69417746d109", "parentComponentId": null }, { "bbox": { "h": 0.125, "w": 0.145, "x": 0.68417, "y": 0.275 }, "kind": "list", "text": "Oswego Development Delivering High Oil Performance with Low Well Costs", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d98e3fa-aa51-4121-9b4c-0ce2af7163b3", "parentComponentId": null }, { "bbox": { "h": 0.125, "w": 0.145, "x": 0.68417, "y": 0.63333 }, "kind": "list", "text": "Targeting Attractive Reinvestment Rates(1) to Optimize Return of Capital", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69454b40-0612-491d-a53a-4660c953e208", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.145, "x": 0.44167, "y": 0.63333 }, "kind": "list", "text": "2,000+ Drilling Inventory Supports Sustainable Production", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c017fd0f-87da-4d20-8a4a-0379f51a9369", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.145, "x": 0.85417, "y": 0.63333 }, "kind": "list", "text": "A Business Built on Low Development & Operating Costs to Support Meaningful Cash Distributions", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd10b678-c33c-4ba7-8175-ac63c5b29882", "parentComponentId": null }, { "bbox": { "h": 0.175, "w": 0.145, "x": 0.19917, "y": 0.275 }, "kind": "list", "text": "Steady Legacy Producing Assets coupled with Ability to Offset PDP Decline with Unconventional Drilling Inventory", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ede54a35-7e6f-47af-bd45-61c4df9fccd8", "parentComponentId": null }, { "bbox": { "h": 0.125, "w": 0.145, "x": 0.44167, "y": 0.275 }, "kind": "list", "text": "Low Operating Costs Help Insulate Margins Across the Commodity Cycle", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f022698a-4e3e-4a67-a943-2d1ecfcf6952", "parentComponentId": null }, { "bbox": { "h": 0.0125, "w": 0.55833, "x": 0.0875, "y": 0.9625 }, "kind": "source-note", "text": "Reinvestment rate defined as capex spend as a percentage of Adjusted EBITDA, excluding acquisitions. See pg. 26 Adj. EBITDA reconciliation", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e8af510-12cf-48b5-a4be-9166af96bc31", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.4125, "x": 0.02917, "y": 0.04333 }, "kind": "title", "text": "Key Investment Highlights", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62a92528-8eac-49be-852b-883f30917977", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "38d5269b-bc4c-4bd1-a721-5c14c305015d", "evidence": "list/bullet: Steady Legacy Producing Assets coupled with Ability to Offset PDP Decline with Unconventional Drilling Inventory", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.287786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 30, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:15.104+00", "seconds": 2.723, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/28", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-28", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.17916666666666667, "x": 0.05083333333333333, "y": 0.0525 }, "kind": "image", "text": "MACH NATURAL RESOURCES", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.104+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eedbf6cb-65f5-4650-8c53-d3cc0cbcc9b4", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.265, "x": 0.05083333333333333, "y": 0.695 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:15.104+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88b102ad-8def-4048-a5d4-4e7a99160745", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 297, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:17.843+00", "seconds": 5.36, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/29", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-29", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.76, "w": 0.93, "x": 0.039, "y": 0.129 }, "kind": "diagram", "text": "Mach Natural Resources GP LP, Mach Resources LLC, Management and Others, Bayou City Energy, Public, Mach Natural Resources LP, Mach Natural Resources Intermediate LLC, Mach Natural Resources HoldCo LLC, BCE-Mach LLC, BCE-Mach II LLC, BCE-Mach III LLC", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Org chart", "slug": "org-chart", "status": "active", "canonId": "019de52d-04b3-709a-9328-bbcb1643bbc1", "version": 1, "description": null }, "framework": null }, "subkind": "org-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.843+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9403029d-7b06-42ab-86f2-fbc5a8a91206", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.029, "x": 0.021, "y": 0.96 }, "kind": "source-note", "text": "/29", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.843+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e159c5c3-f29c-4731-9d03-ce6a1d9f8cc5", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.16, "x": 0.021, "y": 0.049 }, "kind": "title", "text": "Appendix", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.843+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d300faa-e657-4594-b776-c81464e52c63", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.44, "x": 0.021, "y": 0.086 }, "kind": "title", "text": "Master limited partnership structure", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:17.843+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c1072cd-06cf-4d2c-9711-7ced2c2b18c5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 8, "textChars": 849, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:20.356+00", "seconds": 7.785, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/30", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-30", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.08, "x": 0.87, "y": 0.945 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4208cbf1-cf29-4d7d-beac-2ed09d2eb5d7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.05, "x": 0.516, "y": 0.146 }, "kind": "paragraph", "text": "Gas(2)", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01f9ba16-c0b8-4bd3-90dd-d20893a3c8a3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.05, "x": 0.029, "y": 0.146 }, "kind": "paragraph", "text": "Oil(1)", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bccc994c-6c21-4688-976e-d4cc10dc253f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.16, "x": 0.06, "y": 0.958 }, "kind": "source-note", "text": "1) Represents WTI Oil swap positions", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1388eb1-ad59-4e95-b2c9-d11e68a06f2a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.16, "x": 0.06, "y": 0.969 }, "kind": "source-note", "text": "2) Represents HH Gas swap positions", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1f01e5b-8ded-445d-97d5-e3b45f32ace3", "parentComponentId": null }, { "bbox": { "h": 0.47, "w": 0.43, "x": 0.516, "y": 0.229 }, "kind": "table", "text": "Contract Month mmbtu $/mmbtu Hedged % Q223 mmbtu\n7/31/2023 244 $3.29 4% 5,847\n8/31/2023 242 $6.86 4% 5,699\n9/30/2023 - - - NA\n10/31/2023 - - - NA\n11/30/2023 - - - NA\n12/31/2023 - - - NA\n1/31/2024 - - - NA\n2/29/2024 - - - NA\n3/31/2024 - - - NA\n4/30/2024 - - - NA\n5/31/2024 - - - NA\n6/30/2024 - - - NA\nTotal 486 $5.07 4% 11,546", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "339158ec-5eca-4109-aafe-92db3fb5e513", "parentComponentId": null }, { "bbox": { "h": 0.47, "w": 0.43, "x": 0.029, "y": 0.229 }, "kind": "table", "text": "Contract Month mbl $/bbl Hedged % Q223 mbl\n7/31/2023 65 $61.00 12% 540\n8/31/2023 64 $61.00 13% 500\n9/30/2023 64 $61.00 14% 464\n10/31/2023 303 $82.81 69% 436\n11/30/2023 289 $82.81 70% 414\n12/31/2023 277 $82.81 70% 396\n1/31/2024 171 $83.47 45% 380\n2/29/2024 166 $83.47 45% 367\n3/31/2024 162 $83.47 46% 355\n4/30/2024 52 $84.07 15% 344\n5/31/2024 51 $84.07 15% 333\n6/30/2024 50 $84.07 15% 325\nTotal 1,715 $80.66 35% 4,854", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db0e078c-9bcb-4e54-bfaf-112127da92df", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.38, "x": 0.029, "y": 0.046 }, "kind": "title", "text": "Appendix Hedging strategy", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b532029-708d-41ac-a822-34180b7ef518", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "20ab535d-4129-49a7-bb38-74705e0bedeb", "evidence": "table/data: Contract Month mbl $/bbl Hedged % Q223 mbl", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.447821+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "setup", "function": "establish_context", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 12, "textChars": 2010, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:20.065+00", "seconds": 7.275, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/31", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-31", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.035, "y": 0.173 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d1efe84-e142-4648-aad2-1711a0f937a5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.36, "y": 0.173 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd4527c4-3d20-454c-aa25-5f27efa9921f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.685, "y": 0.173 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c80a9d4e-0238-4d15-bb29-189ec468a5de", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.555, "y": 0.547 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea61f9a8-8305-4b12-93e8-ff041be1f7f2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.15, "y": 0.547 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff3d5bff-cd35-4904-867c-189b6185ebfd", "parentComponentId": null }, { "bbox": { "h": 0.209, "w": 0.28, "x": 0.15, "y": 0.664 }, "kind": "list", "text": "Stephen Perich\nDirector\nMr. Perich has 18 years of experience in oil and gas, and is a managing director and the head of energy-Americas at UBS Securities LLC\nPrior to UBS, Mr. Perich served as the head of the Deutsche Bank energy office in Houston and earned a bachelor's degree from Georgetown University, as well as an MBA from the University of Texas at Austin", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f3dd5a6-5215-442e-913b-f34384d8bba0", "parentComponentId": null }, { "bbox": { "h": 0.219, "w": 0.29, "x": 0.555, "y": 0.664 }, "kind": "list", "text": "Francis A. Keating II\nDirector\nMr. Keating is a director of BancFirst Corp. (NASDAQ:BANF), a financial institution based in Oklahoma City, Oklahoma, and a director of Citizens Inc. (NYSE:CIA), an insurance company based in Austin, Texas, as well as the former governor of Oklahoma\nMr. Keating earned a bachelor's degree from Georgetown University and a law degree from the University of Oklahoma College of Law", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b906a421-4922-41a6-9b7f-6f39e5be1284", "parentComponentId": null }, { "bbox": { "h": 0.199, "w": 0.29, "x": 0.36, "y": 0.29 }, "kind": "list", "text": "Tom L. Ward\nChief Executive Officer\nSignificant track record in upstream oil and gas leadership over a 40+ year career\nPrior to founding Mach, Tom served as Chairman and CEO of both Tapstone Energy and SandRidge Energy; Tom also served as President, COO and Director of Chesapeake Energy Corporation that he co-founded with Aubrey McClendon in 1989", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be352b02-6d3c-4321-af51-4e509c480d53", "parentComponentId": null }, { "bbox": { "h": 0.239, "w": 0.305, "x": 0.035, "y": 0.29 }, "kind": "list", "text": "William McMullen\nChairman of the Board\nMr. McMullen has served as Founder and Managing Partner of BCE since 2015, leading the firm's investment strategy and capital allocation decisions.\nPrior to founding BCE in 2015, Mr. McMullen worked at White Deer Energy from 2012 to 2014.\nPreviously, Mr. McMullen worked at Denham Capital Management from 2010 to 2012 and UBS Investment Bank's Global Energy Group from 2008 to 2010. Mr. McMullen earned his AB in Economics, with Honors, from Harvard University", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfc5afc6-2d6a-47f5-9922-fad794e5941b", "parentComponentId": null }, { "bbox": { "h": 0.219, "w": 0.275, "x": 0.685, "y": 0.29 }, "kind": "list", "text": "Edgar R. Giesinger\nDirector\nMr. Giesinger is currently retired after 35 years of accounting and finance experience, and was previously managing and audit engagement partner at KPMG LLP between July 1979 and September 2015\nMr. Giesinger has served on the board of directors of Newfield Exploration, Solaris Oilfield Infrastructure, and Geospace Technologies Corporation", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9cbca8a-d8f3-474c-b9fb-5e81aad8070b", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.028, "x": 0.035, "y": 0.95 }, "kind": "source-note", "text": "/31", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b702e5f-3f38-4b4c-a49f-0ee52451894d", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.35, "x": 0.025, "y": 0.04 }, "kind": "title", "text": "Board of Directors", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:20.065+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53667bfb-545d-48de-b489-4de0c53073a0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "96f6678b-b1d1-454c-a24e-e4fc0b089951", "evidence": "list/bullet: William McMullen Chairman of the Board Mr. McMullen has served as Founder and Managing Partner of BCE since 2015, leading the firm's investment strategy and capital allocation decisions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.529323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 31, "name": "Team", "beatId": "17b0c08d-eb56-472b-ac71-75d7bd3fc837", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "The document presents the company's team and management structure", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 32, "type": "setup", "function": "appendix", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 19, "textChars": 1878, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:23.794+00", "seconds": 10.661, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/32", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-32", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.06, "x": 0.73, "y": 0.558 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "320a2fc3-34bc-4696-8ded-80f65b2f199a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.06, "x": 0.226, "y": 0.17 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58866e7d-9d2a-4830-b521-04a9818cc85c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.06, "x": 0.226, "y": 0.558 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96529cf9-0f3f-46e2-afc7-7bcae9641bb1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.06, "x": 0.41, "y": 0.558 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "987c54c8-2fd0-4847-95a3-d2a0039b5773", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.06, "x": 0.593, "y": 0.17 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3924d05-94c0-4035-b1b5-0d004081b33e", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.27, "x": 0.75, "y": 0.728 }, "kind": "list", "text": "Joined Mach in 2017\nPrior to Mach, Michael served as legal counsel to several private equity backed and publicly traded oil & gas companies including Accelerate Resources, White Star Petroleum, American Energy Partners and Chesapeake Energy Corporation", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f5a7db5-956b-42e6-b2f7-cc4893706c6b", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.27, "x": 0.246, "y": 0.728 }, "kind": "list", "text": "Founding member of the Mach Management team\nPrior to Mach, Daniel served as CIO of TLW Trading, VP / Consultant at RBC Wealth Management specializing in energy equity and debt investments, and Associate General Counsel at Gulfport Energy", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80399e13-050a-47ac-b9d2-95305aa29f28", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.27, "x": 0.43, "y": 0.728 }, "kind": "list", "text": "Joined the Mach management team in 2018\nPrior to Mach, Rick served in a multitude of operational roles including VP of Production of Tapstone Energy, Production Manager and Director of Production at SandRidge Energy, and Production Superintendent of the Southern Oklahoma Division at Chesapeake Energy Corporation", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90a6e7ce-8619-4f65-8e66-ba14bc179b2c", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.27, "x": 0.613, "y": 0.34 }, "kind": "list", "text": "40+ years of independent E&P experience; joined Mach in 2017\nPrior to Mach, Kevin previously served as CFO / Consulting CFO of multiple private equity backed firms and SVP of Business Development at SandRidge Energy; Kevin has also held roles at Louis Dreyfus Natural Gas and Bogert Oil Company", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b96e0b57-8db7-49b7-b2e8-3cdadb667a14", "parentComponentId": null }, { "bbox": { "h": 0.39, "w": 0.19, "x": 0.025, "y": 0.17 }, "kind": "list", "text": "Management team has many years of experience focused primarily in the Anadarko Basin\nFocus on operational efficiency and cost management\nSignificant track record of accretive Anadarko Basin M&A\nAlignment with unitholders through significant ownership in Mach", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca665a62-c572-4b3f-9c78-5ea713c1407e", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.27, "x": 0.246, "y": 0.34 }, "kind": "list", "text": "Significant track record in upstream oil and gas leadership over a 40+ year career\nPrior to founding Mach, Tom served as Chairman and CEO of both Tapstone Energy and SandRidge Energy; Tom also served as President, COO and Director of Chesapeake Energy Corporation that he co-founded with Aubrey McClendon in 1989", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff24a60a-43ac-4f97-bab4-6f8de416649c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.41, "y": 0.69 }, "kind": "paragraph", "text": "Rick Hughes\nEVP, Operations", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17408aeb-59f1-4a19-a0e5-d2491e91cc81", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.73, "y": 0.69 }, "kind": "paragraph", "text": "Michael Reel\nGeneral Counsel", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29e41509-359f-4a4d-b22c-0b783a0e7732", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.19, "x": 0.226, "y": 0.28 }, "kind": "paragraph", "text": "Tom L. Ward\nChief Executive Officer", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7538395d-84ae-4e98-9aa1-1208df7f35d7", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.23, "x": 0.226, "y": 0.69 }, "kind": "paragraph", "text": "Daniel T. Reineke, Jr.\nEVP, Business Development", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cce1bbb0-bb25-4ae2-8d00-398534df8251", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.19, "x": 0.593, "y": 0.28 }, "kind": "paragraph", "text": "Kevin R. White\nChief Financial Officer", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc1536db-2d4f-44e4-8939-a69a1573f57f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.03, "x": 0.025, "y": 0.96 }, "kind": "source-note", "text": "/ 32", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb16844c-b603-47d7-ad26-fee87ab56ed6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.14, "x": 0.025, "y": 0.054 }, "kind": "title", "text": "Appendix", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "533c7ea7-ac47-4984-8204-23d674489cc9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.32, "x": 0.025, "y": 0.089 }, "kind": "title", "text": "Management team and bios", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.794+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c530835e-7b6a-4d6b-9b1b-0c4532465d86", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "83542b03-1232-49b5-8016-a55cba204ac6", "evidence": "list/bullet: Significant track record in upstream oil and gas leadership over a 40+ year career Prior to founding Mach, Tom served as Chairman and CEO of both Tapstone Energy and SandRidge Energy; Tom also served as Pres", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.610233+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 31, "name": "Team", "beatId": "17b0c08d-eb56-472b-ac71-75d7bd3fc837", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "The document presents the company's team and management structure", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 33, "type": "setup", "function": "appendix", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 18, "textChars": 1680, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:23.166+00", "seconds": 7.971, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/33", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-33", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.04, "y": 0.16 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cb448b3-6988-45f0-9382-4f140d5f5997", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.5, "y": 0.16 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e02942e-d612-45e8-8ca7-aab88ba34e46", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.27, "y": 0.16 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e56bbbe-14aa-409c-bbf1-7f688a0d7457", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.73, "y": 0.16 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6833a8b0-57e2-4528-b001-ee4150ed70e8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.42, "y": 0.55 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93b7e68c-3726-4219-ac08-83bc00e2aae3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.65, "y": 0.55 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99e4e5d6-941c-423e-a3ee-80d62d4c29ce", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.19, "y": 0.55 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afb73b7f-b657-4483-9741-3a70f74256f6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.87, "y": 0.94 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6606558c-515e-45f2-b024-79507cafe08f", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.2, "x": 0.72, "y": 0.25 }, "kind": "list", "text": "John Bergman\nVP, Engineering\nJoined Mach in 2017\nPrior to Mach, John served over 10 years at Chesapeake Energy where he held various roles within the Engineering Department", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13c13405-f99d-4dbf-ae6d-1b3df6a7a236", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.18, "y": 0.64 }, "kind": "list", "text": "Matthew Klaassen\nVP, Accounting\nJoined Mach in 2018\nPrior to Mach, Matthew served as VP of Accounting at Chesapeake Energy Corporation where he held various roles within the Accounting Department and as an auditor for PricewaterhouseCoopers; Matthew is a licensed CPA", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "164b98ab-0f57-40b7-8e65-6b18fe01b4c0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.49, "y": 0.25 }, "kind": "list", "text": "Clay Hubbard\nVP, Land\nJoined Mach in 2017\nPrior to Mach, Clay served as a Senior Landman at Tapstone Energy and has over 10 years of experience in Land and Acquisitions & Divestitures with other previous roles at Chesapeake Energy and SandRidge Energy", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68914051-2f03-4bfb-a81a-d60d485b8554", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.2, "x": 0.41, "y": 0.64 }, "kind": "list", "text": "Kent Benson\nVP, Finance\nJoined Mach in 2017\nPrior to Mach, Kent served as the Chief Financial Officer of WCT Resources, and before that, as a Financial Analyst and Senior Financial Reporting Accountant at SandRidge Energy", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab2159d7-977d-4e64-a0a7-589c63d0e7eb", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.2, "x": 0.26, "y": 0.25 }, "kind": "list", "text": "Naseer Riaz\nChief Information Officer\nJoined Mach management team in 2017\nPrior to Mach, Naseer served as Director of Information Technology at Tapstone Energy and held other roles at Kerr-McGee Corporation, Anadarko Petroleum and SandRidge Energy", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4537596-56ee-4ffe-89b2-d7b188996c36", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.2, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Greg Dewey\nEVP, Administration and ESG\nJoined the Mach management team in 2017\nPrior to Mach, Greg served as VP โ€“ Corporate & Human Resources at Tapstone Energy and as SVP โ€“ Communications at SandRidge Energy", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc1d524e-c711-4a15-adff-b59b071f95f6", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.2, "x": 0.64, "y": 0.64 }, "kind": "list", "text": "Cody Blosch\nVP, Marketing and Midstream\nJoined Mach management team in 2021\nPrior to Mach, Cody served as the Chief Commercial Officer at Connect Midstream and has held previous roles at Continental Resources, Enable Midstream, Chesapeake Energy/ Access Midstream and ExxonMobil", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1c60df2-ca1b-49bb-9235-1a080ebec1aa", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.03, "x": 0.025, "y": 0.95 }, "kind": "source-note", "text": "/ 33", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41a9e5d5-4fbf-4732-89b2-d94cbc233a24", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.14, "x": 0.025, "y": 0.05 }, "kind": "title", "text": "Appendix", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf099977-349a-4119-b065-8d8144470a20", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.32, "x": 0.025, "y": 0.08 }, "kind": "title", "text": "Management team and bios", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:23.166+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4955d838-4df4-4422-a5c5-157150b257f0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "18bd2c68-26a3-41d5-92c3-5750648d2661", "evidence": "list/bullet: Joined Mach management team in 2021 Prior to Mach, Cody served as the Chief Commercial Officer at Connect Midstream and has held previous roles at Continental Resource", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.689785+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 31, "name": "Team", "beatId": "17b0c08d-eb56-472b-ac71-75d7bd3fc837", "matchId": "9db248ec-fb8b-41cc-90a1-5c747d0fd6fd", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "The document presents the company's team and management structure", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 34, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 87, "componentCount": 11, "textChars": 1821, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:21.768+00", "seconds": 6.548, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/34", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-34", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.089, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "MACH\nNATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8eae5247-24bb-4e44-a1ff-8c31dc18e1f9", "parentComponentId": null }, { "bbox": { "h": 0.129, "w": 0.688, "x": 0.277, "y": 0.195 }, "kind": "list", "text": "Multifaceted system with direct lines of communication from Environmental, Health and Safety (\"EH&S\") personnel up through VP of Operations\nCurrently have one EH&S manager, two EH&S senior specialists, and two EH&S specialists\nUtilizes \"bottom up\" approach whereby each field employee is trained as an extension of the entire EH&S team which enables Mach to meet and exceed local, state or federal requirements", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4058be81-d1ac-4448-87fe-8e8acb626bf7", "parentComponentId": null }, { "bbox": { "h": 0.129, "w": 0.688, "x": 0.277, "y": 0.748 }, "kind": "list", "text": "Predominantly transports flow back/produced water via pipeline to Mach-owned saltwater disposal (SWD) wells\nPipeline transportation reduces overall spill risk as compared to trucking alternative, however, when trucks are utilized, compliance is monitored through Mach's Regional Waste Plan\nMach-owned SWD wells comply with all Oklahoma Corporation Commission regulations and recommendations", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65c0542a-4836-4dd4-b7a3-eebf96f67f0b", "parentComponentId": null }, { "bbox": { "h": 0.156, "w": 0.69, "x": 0.277, "y": 0.38 }, "kind": "list", "text": "Currently, the assets owned by Mach are in compliance with all environmental matters\nMach retains an environmental consulting firm to review its assets to ensure ongoing compliance\nStrived to reduce methane emissions in accordance with New Source Performance Standards (\"NSPS\") and actively tracks / reports Scope 1 greenhouse gas (\"GHG\") emissions\nConducts routine Optical Gas Imaging to look for leaks on sites operated by Mach and is continuously evaluating options to reduce venting and flaring emissions", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89e7aa88-d821-466e-8d2c-c5bef0aeda1b", "parentComponentId": null }, { "bbox": { "h": 0.104, "w": 0.688, "x": 0.277, "y": 0.602 }, "kind": "list", "text": "Drilling and completion teams work hand-in-hand to pick the production string size, weight, and grade to meet requirements for frac pressures\nStudies potential pad sites and pipeline right of ways in order to have minimal surface impact\nPreferably Mach will drill new wells on existing pads to reduce surface disturbance", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5b36279-8014-4ddd-95a6-226b3e2dd7f1", "parentComponentId": null }, { "bbox": { "h": 0.084, "w": 0.199, "x": 0.033, "y": 0.41 }, "kind": "paragraph", "text": "Environmental\nCompliance and\nMonitoring", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "420dcf57-e550-4d43-81fd-df83c7403014", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.199, "x": 0.033, "y": 0.81 }, "kind": "paragraph", "text": "Water Treatment", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4242d5d3-e7d3-4f7e-89f5-1a38bb4c4318", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.199, "x": 0.033, "y": 0.23 }, "kind": "paragraph", "text": "Mach EH&S Function\nOverview", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e86b9d9-302d-439e-93ef-c2ad3f76a1d0", "parentComponentId": null }, { "bbox": { "h": 0.084, "w": 0.199, "x": 0.033, "y": 0.609 }, "kind": "paragraph", "text": "Drilling and Completion\nEnvironmental\nPhilosophies", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9aecbd6-23b9-4a04-9ee9-b2ceb8a12466", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.03, "x": 0.033, "y": 0.95 }, "kind": "source-note", "text": "/ 34", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc1db372-691b-46aa-a401-369f360844f8", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.62, "x": 0.027, "y": 0.04 }, "kind": "title", "text": "Mach's Commitment to ESG Initiatives", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:21.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c56a117-ce18-4af5-bdd1-0ea52dfc6b18", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bd2b8473-afa8-45da-9bca-0a949cb08af1", "evidence": "list/bullet: Currently, the assets owned by Mach are in compliance with all environmental matters Mach retains an environmental consulting firm to review its assets to ensure ongoing compliance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:04:10.770188+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 35, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 3, "textChars": 21, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 06:54:18.296+00", "seconds": 3.005, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-5414-778b-8731-1ff17355fbf6/35", "deck": "/decks/019de518-5414-778b-8731-1ff17355fbf6", "deckAnchor": "/decks/019de518-5414-778b-8731-1ff17355fbf6#slide-35", "deckJson": "/decks/019de518-5414-778b-8731-1ff17355fbf6.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:18.296+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "265486b3-9061-4789-97b9-22ed986df5dd", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.54, "x": 0.23, "y": 0.29 }, "kind": "image", "text": "MACH", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:18.296+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4e2e7dd-0633-4b81-b5fa-46c1814d7feb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.56, "x": 0.22, "y": 0.57 }, "kind": "title", "text": "NATURAL RESOURCES", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:54:18.296+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55f1f17f-36f5-42dd-b604-a969a8b6a753", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "df14a9fc-aa61-4e74-8784-8e9164d840c2", "evidence": "MACH NATURAL RESOURCES", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:04:10.849082+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 7, "to": 8, "label": "Problem", "description": "The document presents the problem of commodity cycles and the need for consolidation in the industry" }, { "from": 9, "to": 10, "label": "Solution", "description": "The document presents Mach Natural Resources as a solution to the problem, with its strong track record of acquisitions and substantial drilling inventory" }, { "from": 11, "to": 12, "label": "Market Size", "description": "The document presents the market size and opportunity for consolidation in the Anadarko Basin" }, { "from": 13, "to": 15, "label": "Product", "description": "The document presents the company's products and services, including its drilling inventory and midstream assets" }, { "from": 31, "to": 33, "label": "Team", "description": "The document presents the company's team and management structure" } ], "loops": [ { "from": 7, "to": 17, "label": "Logic Chain", "description": "To demonstrate the company's ability to deliver sustainable production and attractive returns on capital" }, { "from": 23, "to": 26, "label": "Cost Of Inaction", "description": "To highlight the risks of not investing in Mach Natural Resources" } ] }