John Reynolds

4 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 18, 2023 by Gary Sernovitz · said 1 times in 1 episodes since 2023 · across every show →

On the record as a speaker too: John Reynolds's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Gary Sernovitz (1)

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2023 1 mention in 1 episode

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Everything said about John Reynolds, oldest first

Dec 18, 2023 positive
Assertion Supported
Sernovitz: Lime Rock founders had zero buy-side experience before managing $10B
“They started the firm when they were 28 and 30. They had never worked in private equity. They never worked on the buy side. So to see how you invent a culture, invent a private equity firm, it's amazing you're allowed to do that in this world, and ten billion …”
Gary Sernovitz Dec 18, 2023 ▶ 48:25 Gary Sernovitz - Inside the CIO Seat (EP.357)
Jan 20, 2025 neutral
Assertion Partly supported
Reynolds: Lime Rock exited two early investments that went bankrupt within five years
“We owned an oil sands company in Canada, first deal we did. We owned a shallow water jackup drilling company in the Gulf of Mexico, and our second fund outsized ROIs in both cases. In both cases, within five years of our exit, those companies were bankrupt.”
John Reynolds Jan 20, 2025 ▶ 44:06 Striking Oil – CrownRock by Lime Rock Capital (EP.428)
Jan 20, 2025 neutral
Insight
Reynolds: CrownRock's success cannot be replicated across standard energy PE deals
“There are attributes of the people, the Midland Basin, that you just don't replicate. It's a very special case, and there's probably some danger in thinking there's an application in a postmortem for everything we do going forward, because there's certainly no…”
John Reynolds Jan 20, 2025 ▶ 53:48 Striking Oil – CrownRock by Lime Rock Capital (EP.428)
Jan 20, 2025 bearish
Prediction Not checkable as stated
Reynolds: Fled institutional shale capital will not return anytime soon
“That capital's all fled. It just did not perform well in aggregate, and it doesn't look like it's coming back anytime soon.”
John Reynolds Jan 20, 2025 ▶ 1:00:52 Striking Oil – CrownRock by Lime Rock Capital (EP.428)
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