據(jù)油價(jià)網(wǎng) 5月19日?qǐng)?bào)道，Centennial Resource Development和Colgate Energy Partners III兩家有限責(zé)任公司周四宣布，兩家公司已同意以70億美元的對(duì)等價(jià)格合并，在二疊紀(jì)的特拉華盆地創(chuàng)建最大的純業(yè)務(wù)勘探和生產(chǎn)公司。

合并后的公司將成為特拉華盆地最大的純勘探和生產(chǎn)公司，擁有約18萬(wàn)英畝凈租賃土地，4萬(wàn)英畝凈采油土地，目前總產(chǎn)量約為13.5萬(wàn)桶油當(dāng)量/天。

70億美元的合并相當(dāng)于對(duì)Colgate的估值約為39億美元，其中包括2.693億股Centennial股票，5.25億美元現(xiàn)金，以及承擔(dān)Colgate約14億美元的未償凈債務(wù)。

兩家公司的董事會(huì)一致批準(zhǔn)了這項(xiàng)交易，預(yù)計(jì)將在今年下半年完成。

新公司的目標(biāo)是顯著增加股東的現(xiàn)金回報(bào)，以目前的資產(chǎn)剝離價(jià)格計(jì)算，2023年預(yù)計(jì)將有超過(guò)10億美元的自由現(xiàn)金流。

Centennial首席執(zhí)行官Sean Smith表示：“我們很高興能與Colgate成為合作伙伴，因?yàn)槲覀兣c這家公司有著共同的愿景，包括強(qiáng)勁的資產(chǎn)負(fù)債表、嚴(yán)格的投資計(jì)劃以推動(dòng)現(xiàn)金流，以及強(qiáng)勁的資本回報(bào)計(jì)劃。”

該交易發(fā)生在2022年美國(guó)油氣行業(yè)上游并購(gòu)活動(dòng)的強(qiáng)勁開(kāi)局之后，盡管在3月初地緣政治沖突導(dǎo)致油價(jià)飆升后，并購(gòu)活動(dòng)放緩。

能源數(shù)據(jù)分析公司Enverus上個(gè)月表示，在2022年第一季度，總共宣布了140億美元的交易。2022年1月的60億美元交易是五年來(lái)最強(qiáng)勁的并購(gòu)市場(chǎng)啟動(dòng)。但Enverus指出，第一季度最后一次重大交易發(fā)生在3月初，當(dāng)時(shí)大宗商品價(jià)格飆升導(dǎo)致交易活動(dòng)暫時(shí)停止。

季廷偉 摘譯自 油價(jià)網(wǎng)

原文如下：

U.S. Shale Merger Creates A New $7 Billion Giant

Centennial Resource Development and Colgate Energy Partners III, LLC have agreed to combine in a $7.0-billion merger of equals, creating the largest pure-play exploration and production (E&P) firm in the Delaware Basin in the Permian, the companies said on Thursday.

The combined firm will be the largest pure-play E&P company in the Delaware Basin, with around 180,000 net leasehold acres, 40,000 net royalty acres, and total current production of approximately 135,000 barrels of oil equivalent per day (Boe/d). 

The $7.0 billion merger of equals values Colgate at approximately $3.9 billion and is comprised of 269.3 million shares of Centennial stock, $525 million of cash, and the assumption of approximately $1.4 billion of Colgate’s outstanding net debt.

The boards of directors of both companies have unanimously approved the deal, which is expected to close in the second half of this year.

The new firm aims to significantly increase cash returns to shareholders, with over $1 billion of expected free cash flow in 2023 at current strip prices, Centennial and Colgate said.

“We are excited to partner with Colgate as we share a common vision for the pro forma company that includes a strong balance sheet, a disciplined investment program to drive cash flow and a robust return-of-capital program,” said Sean Smith, Chief Executive Officer of Centennial.

The deal follows a strong start to 2022 upstream mergers and acquisitions in the U.S. oil and gas industry, although activity slowed down after early March when oil prices spiked following the war.

A total of $14 billion in deals were announced during the first quarter of 2022, energy data analytics company Enverus said last month. The $6 billion in transactions in January 2022 was the strongest M&A market launch in five years. However, the last significant transaction in the first quarter occurred in early March before a spike in commodity prices temporarily halted activity, Enverus noted.