Seaport Global Securities predicts a "dogfight" among companies to secure pipeline capacity, service equipment, water and people in the Permian Basin, furthering the case that consolidation in the basin is likely. The firm notes "oft-mentioned" names within the M&A conversation include Callon, Lilis and Energen as well as Abraxas Petroleum and Halcon Resources, which it thinks is worth $10 per share based on the Concho-RSP Permian deal versus a recent $5.24. Raymond James analyst John Freeman thinks potential targets could include Energen and Parsley as well as Centennial Resource Development, Jagged Peak Energy, Laredo Petroleum and Matador Resources. He said their stocks trade at attractive valuations based on consensus estimates and/or have acreage that overlaps with larger potential acquirers. Who would be the most likely buyers? According to Simmons, major oil companies with massive acreage in the region would have competitive advantages, including Chevron and Occidental Petroleum.