OPTIMUM FORTIS 8 JOINT VENTURE
Summary
The Optimum Fortis 8 Joint Venture offers units starting at $125,000 (1/4 Unit) up to $500,000 (1 Unit). Based on a 1 Unit investment of $500,000, the combined return potential, including tax savings, can reach up to 357% total payback (389% with tax savings) over a 10-year period, with annualized returns up to 86% (118% with tax savings) for the highest production scenario. The investment benefits from substantial tax deductions, with an estimated 80% of the investment amount deductible as Intangible Drilling Costs in year one, leading to significant tax savings. Investment opportunity in the Optimum Fortis 8 Joint Venture, focusing on oil and gas production in Oklahoma and the Gulf of America, offering significant tax benefits.
Overview
The Optimum Fortis 8 Joint Venture presents an opportunity to invest in oil and gas production in key regions including Oklahoma's Anadarko Basin and the Gulf of America. The venture is managed by an experienced team from Optimum Energy Partners, including President and CEO Derrick May, COO Chance Smith, and Corporate Secretary Alexa May, along with a strong business development team. The investment leverages significant tax incentives available in the oil and gas industry, such as 100% deductibility of Intangible Drilling Costs (typically 60-80% of total well cost) in the year incurred, and depreciation of Tangible Drilling Costs over seven years. Investors can also benefit from the "depletion allowance," excluding 15% of gross income from taxation for small producers. The venture targets multiple wells across various formations, including the Red Fork and Cherokee formations in Oklahoma, and offshore wells in the Gulf of America, with projected returns based on various production scenarios over a 10-year period.
Key Metrics
- CoCR
- 86%
- Target IRR
- 20%
- Equity Multiple
- 3–4×
- Hold Period
- 7–10 years
- Tax Deduction
- 0.5–1×
- Min. Investment
- $125,000
Tax Benefits
Significant tax benefits are available, including 100% deductibility of Intangible Drilling Costs (60-80% of total well cost) in the year incurred, and depreciation of Tangible Drilling Costs over seven years. Investors also benefit from the 'depletion allowance,' which excludes 15% of gross income from taxation for small producers. An estimated 80% of the investment amount is deductible for IDC in year 1, potentially leading to a 32% tax savings on the initial investment (e.g., $160,000 for a $500,000 investment at a 40% marginal tax rate).
Fee Structure
| Fee Type | Amount |
|---|---|
| Lease Operating Expenses (Oklahoma) | $7,500/mo - $20,000/mo |
| Lease Operating Expenses (Gulf of America) | $150,000/mo |
| Severance Taxes | 7.5% |
| Royalties | 25% |
Risks
Investment Risk
This brochure does not constitute an offer to sell, or a solicitation of an offer to buy or any recommendation to buy any unit or any other product or service by Optimum Energy Partners, LLC. or any third party regardless of whether such unit, product, or service is referenced in this brochure. Any such offer or solicitation will be will be made solely through a confidential information memorandum.
Production Risk
The hypothetical revenue scenarios presented in this conversion table are not financial projections. No assurances can be given regarding the probability or degree of success of the project. There can be no assurance that any of the production levels will be reached or that the dollar equivalents will be realized. There can be no assurance that wells will produce any oil and/or gas, or will produce at the rates shown. It is possible to encounter dry holes, rapid decline, natural decline, or wells can become commercially unproductive.
Price Fluctuation Risk
Oil and gas prices fluctuate on a daily, monthly, and yearly basis. Assuming commercial production is achieved, the price per BOE may increase or decrease during any given month by a substantial amount.
General Risks
There are substantial risks in investing in oil and gas ventures and such risks are not offset by any tax savings that may be experienced by an investor. You are solely responsible for determining whether any investment, investment strategy, unit, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance.
Forward-Looking Statements
This document contains certain forward-looking statements. Assumptions relating to forward-looking statements involve judgments with respect to, among other things, future economic, competitive, and market conditions, and future business and regulatory decisions, all of which are difficult or impossible to predict accurately, and many of which are beyond our control. When used herein, the words 'anticipate,' 'attempt,' 'believe,' 'hope' and similar expressions identify forward-looking statements. These and other statements, which are not historical facts, are based largely on management's current expectations and assumptions and are subject to a number of risks and uncertainties that could cause actual results to differ materially from those contemplated by these forward-looking statements.
Accreditation Requirement
The SEC requires that investors for many oil and gas partnerships be accredited, which means that they meet certain income and net worth requirements.
Sponsor Track Record
Konrad Janica
LinkFounded DealflowBridge. 15 years of experience in Tech, 5 years in Private Investments.
Case Studies
Montgomery 18/19 BO 1H
Operator-Mewbourne Oil, Formation-Cherokee, Horizontal Length~2 Miles, 30 Day Peak Prod-1,251 BOEPD, EUR-1,021,582 BOE.
Crawford 17/8 OB 1H
Operator-Mewbourne Oil, Formation-Cherokee, Horizontal Length~2 Miles, 30 Day Peak Prod-1,738 BOEPD, EUR-1,472,985 BOE.
Dugout Creek 1/12 BO 1H
Operator-Mewbourne Oil, Formation-Cherokee, Horizontal Length~2 Miles, 30 Day Peak Prod-717 BOEPD, EUR-784,349 BOE.
Vic 32/5 AN 1H
Operator-Mewbourne Oil, Formation-Cherokee, Horizontal Length~2 Miles, 30 Day Peak Prod-1,806 BOEPD, EUR-826,342 BOE.
Drake 27/22 MB 1H
Operator-Mewbourne Oil, Formation-Red Fork, Horizontal Length~2 Miles, 30 Day Peak Prod-1,238 BOEPD, EUR-1,122,492 BOE.
Big Show USA 1H-1213
Operator-Sanguine, Formation-Tonkawa, Horizontal Length~1.5 Miles, 30 Day Peak Prod-2,118 BOEPD, EUR-1,140,604 BOE.
Von Tungeln 17-20-12N-8W 4WXH
Operator-Mach Natural Resources, Formation-Woodford, Horizontal Length~2 Miles, 30 Day Peak Prod-474 BOEPD, EUR-685,038 BOE.
Wingard Farms
Operator-Unit, Formation-Cherokee, Horizontal Length~1.5 Miles, 30 Day Peak Prod-1,769 BOEPD, EUR-932,801 BOE.
Abernathy
Operator-Mewbourne Oil, Formation-Woodford, Horizontal Length~2 Miles, 30 Day Peak Prod-1,031 BOEPD, EUR-1,436,429 BOE.
Bess FIU 1-31-8XHW
Operator-Continental Resources, Formation-Woodford, Horizontal Length~2.5 Miles, 30 Day Peak Prod-1,331 BOEPD, EUR-1,066,970 BOE.
Jane FIU 1-24-31XHW
Operator-Continental Resources, Formation-Woodford, Horizontal Length~2.5 Miles, 30 Day Peak Prod-1,639 BOEPD, EUR-2,454,915 BOE.
Lowe 1-27-34XHW
Operator-Continental Resources, Formation-Woodford, Horizontal Length~2 Miles, 30 Day Peak Prod-1,223 BOEPD, EUR-1,100,306 BOE.
Shell Alex-Picaroon BA 19/20A
422 BCF & 224 MBC.
Pioneer / Mesa BA-A7 / 543 Field
51.5 BCF & 164 MBC.
Shell / Exxon BA 20/578
97 BCF & 40 MBC.
ATP BA 544
44 BCF & 178 MBC.
Documents
Sponsor
DealflowBridge LLC
Worldwide
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Disclaimer
All information in this listing has been provided by the seller or their representative. DealflowBridge.com has no stake in the sale of this listing, has not independently verified the information, and assumes no responsibility for its accuracy or completeness. Any stated return targets or projections are illustrative and based on the Sponsor's own assumptions, models, and expectations about future performance. These projections are not guarantees and are subject to market risks, investment volatility, and other uncertainties. Investors should review all available offering documents and conduct their own due diligence before making any investment decisions.