据油价网2023年8月21日报道，美国独立综合油气公司二叠纪资源公司和美国独立油气勘探生产公司Earthstone能源公司8月21日表示，两家公司已经签署了一项协议，前者将以45亿美元的全股票交易收购后者，预计这将在二叠纪的特拉华盆地创造一个价值140亿美元的主要页岩生产商。
这笔全股票交易的价值包括了Earthstone能源公司的净债务。
根据交易条款，Earthstone能源公司每股普通股将兑换二叠纪资源公司1.446股普通股。
两家公司表示，这笔交易预计将提升二叠纪资源公司作为特拉华盆地独立勘探开发运营商的领先地位，二叠纪资源公司在二叠纪盆地拥有超过40万英亩的净探区面积，预计油气日产量约为30万桶油当量。
这笔交易将增加现金流，并将立即增加二叠纪资源公司的股东回报。二叠纪资源公司计划从2024年第一季度开始将季度基本股息提高20%，至每股0.06美元。
二叠纪资源公司联合首席执行官詹姆斯·沃尔特表示：“在过去12个月评估了超过200亿美元的潜在交易后，我们坚信收购Earthstone能源公司是二叠纪资源公司的最佳交易。它满足了所有条件，提高了股东价值，同时改善了一家已经是一流的公司。”
这笔交易是二叠纪盆地一系列交易中的最新一笔，该交易在第二季度重新成为美国上游交易市场的热点。
知名咨询机构Enverus情报研究公司(EIR)在上个月的一份季度报告中称，第二季度美国上游并购活动蓬勃发展，共达成20笔交易，交易额达240亿美元，二叠纪盆地重新成为并购活动的中心。
EIR表示，雪佛龙公司收购了以科罗拉多州DJ盆地为主的生产商PDC能源公司。
EIR董事安德鲁·迪特马尔表示:：“在今年年初相对平静之后，第二季度二叠纪盆地并购活动出现了迅猛复苏。”
李峻 译自 油价网
原文如下：
Latest U.S. Upstream Merger To Create $14-Billion Permian Producer
Permian Resources has signed a deal to buy Earthstone Energy in an all-stock deal valued at $4.5 billion, which is expected to create a $14-billion premier producer in the Delaware basin in the Permian, the companies said on Monday.
The value of the all-stock deal is inclusive of Earthstone’s net debt.
Under the terms of the transaction, each share of Earthstone common stock will be exchanged for 1.446 shares of Permian Resources common stock.
The deal is expected to boost Permian Resources’ position as a leading Delaware Basin independent E&P operator with more than 400,000 Permian net acres, and pro forma production of around 300,000 barrels of oil equivalent per day (boed), the companies said.
The transaction will boost cash flows and will be immediately accretive to Permian Resources’ returns to shareholders. The company plans to increase its quarterly base dividend by 20% to $0.06 per share beginning with its first-quarter 2024 dividend.
“After evaluating over $20 billion of potential transactions during the past twelve months, we firmly believe the acquisition of Earthstone represented the best transaction for Permian Resources. It checks all the boxes, enhancing shareholder value while improving upon an already best-in-class company,” said James Walter, Co-CEO of Permian Resources.
The transaction is the latest of a series of deals in the Permian, which returned in the second quarter as the hottest spot for the U.S. upstream deal-making market.
During the second quarter, U.S. upstream mergers and acquisitions boomed with $24 billion transacted in 20 deals, with the Permian returning to its usual position as the center of M&A activity, Enverus Intelligence Research (EIR) said in a quarterly report last month.
Chevron’s purchase of primarily DJ-focused producer PDC Energy was one notable exception to this Permian-centric quarter, Enverus said.
“The second quarter saw a thunderous return to Permian M&A after a relatively quiet start to the year,” said Andrew Dittmar, director at Enverus.
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