據(jù)鉆機(jī)地帶網(wǎng)站8月25日報(bào)道，加拿大油氣勘探公司新月點(diǎn)能源公司(Crescent Point Energy Corp.)將以5億美元的價(jià)格將其北達(dá)科他州資產(chǎn)出售給一家未披露身份的私人運(yùn)營商。

新月點(diǎn)能源在新聞發(fā)布會上表示，2023年第二季度，該資產(chǎn)的總產(chǎn)量約為每天2.35萬桶油當(dāng)量，其中89%為石油和液體，按西得克薩斯中質(zhì)原油約75美元/桶的價(jià)格計(jì)算，年化凈營業(yè)收入約為3.75億美元。

“這筆交易使我們能夠在有限的可擴(kuò)展性領(lǐng)域?qū)崿F(xiàn)未來價(jià)值，同時(shí)立即提高我們的財(cái)務(wù)狀況”。

由于與資產(chǎn)相關(guān)的鉆井庫存有限，Crescent Point預(yù)計(jì)到2027年，北達(dá)科他州的產(chǎn)量將降至1.8萬桶/天，并在未來幾年進(jìn)一步下降。

根據(jù)新聞稿，該交易預(yù)計(jì)將于2023年第四季度完成，但須獲得監(jiān)管機(jī)構(gòu)的批準(zhǔn)并滿足慣例成交條件。

新月點(diǎn)能源稱，該交易使其能夠“提高資產(chǎn)的預(yù)期未來價(jià)值，因?yàn)槭找嫦喈?dāng)于公司長期發(fā)展計(jì)劃中按當(dāng)前商品價(jià)格預(yù)計(jì)這些資產(chǎn)在五年內(nèi)的累計(jì)超額現(xiàn)金流”。

新月點(diǎn)能源總裁兼首席執(zhí)行官Craig Bryksa表示，在過去幾年里，我們采取了幾項(xiàng)戰(zhàn)略措施來優(yōu)化我們的投資組合。這筆交易使我們能夠在可擴(kuò)展性有限的領(lǐng)域?qū)崿F(xiàn)未來價(jià)值，同時(shí)立即提高我們的財(cái)務(wù)狀況，并增加我們對核心運(yùn)營領(lǐng)域的關(guān)注。

新月點(diǎn)能源計(jì)劃用這筆交易的收益加速償還債務(wù)。根據(jù)新聞稿，按當(dāng)前大宗商品價(jià)格計(jì)算，到2023年底，該公司的預(yù)計(jì)凈債務(wù)總額預(yù)計(jì)將低于22億美元，即不到調(diào)整后資金流的1.0倍，低于第二季度末的30億美元。

新月點(diǎn)能源將其2023年的年平均產(chǎn)量指導(dǎo)值下調(diào)至15.6萬-16.1萬桶油當(dāng)量/天，與之前指導(dǎo)范圍的中點(diǎn)相比，減少了約4500桶油當(dāng)量/天。該公司表示，修訂后的年度預(yù)測包括與交易相關(guān)的生產(chǎn)影響，全年剩余資產(chǎn)的產(chǎn)量約為0.1萬桶油當(dāng)量/天。

新月點(diǎn)能源表示，其還將2023年的開發(fā)資本支出指導(dǎo)減少約7390萬美元（1億加元），這反映出交易結(jié)束后預(yù)計(jì)將用于北達(dá)科他州資產(chǎn)的資本被取消。

自2018年以來，新月點(diǎn)能源在Kaybob Duvernay和Alberta Montney收購了22.2億美元（30億加元）的優(yōu)質(zhì)資產(chǎn)，這些資產(chǎn)主要通過約20億美元（27億加元）非核心資產(chǎn)處置獲得資金。該公司表示，這些交易增強(qiáng)了該公司的長期每股指標(biāo)，符合其專注于庫存深度大的高回報(bào)資產(chǎn)的戰(zhàn)略。

與此同時(shí)，Crescent Point在財(cái)報(bào)中表示，該公司第二季度凈利潤為1.569億美元(2.123億加元)，而去年同期為2.45億美元(3.315億加元)。

Crescent Point第二季度的平均產(chǎn)量為15.5031萬桶油當(dāng)量/天，其中包括與最近野火有關(guān)的Kaybob Duvernay停工造成的約0.7萬桶油當(dāng)量的影響。Crescent Point表示，由于該公司上半年Kaybob Duvernay資產(chǎn)的“強(qiáng)大的運(yùn)營執(zhí)行力和生產(chǎn)業(yè)績”，該公司能夠在資本支出預(yù)算保持不變的情況下維持其年度平均生產(chǎn)指導(dǎo)。

Bryksa表示，“我們第二季度和年初至今的業(yè)績證明了我們構(gòu)建資產(chǎn)組合和為股東創(chuàng)造長期回報(bào)的戰(zhàn)略方針。通過最近對Alberta Montney的收購，我們加強(qiáng)了高回報(bào)、可擴(kuò)展鉆井地點(diǎn)的投資組合，同時(shí)提高了每股指標(biāo)和資本回報(bào)率。此次收購還為我們提供了通過提高生產(chǎn)力、提高成本效率和增加儲備，為股東創(chuàng)造額外價(jià)值的機(jī)會”。

郝芬 譯自 鉆機(jī)地帶網(wǎng)站

原文如下：

Crescent Point to Sell North Dakota Assets for $500MM

Crescent Point Energy Corp. is selling its North Dakota assets for $500 million to an undisclosed private operator.

In the second quarter of 2023, the assets had gross production of approximately 23,500 barrels of oil equivalent per day (boepd), 89 percent of which were oil and liquids, with an annualized net operating income of approximately $375 million at a West Texas Intermediate price of approximately $75 per barrel, Crescent Point said in a news release Thursday.

With the limited drilling inventory associated with the assets, Crescent Point said it expects the production in North Dakota to decrease to 18,000 boepd by 2027 and decline further in future years.

The transaction is projected to close in the fourth quarter of 2023, subject to the receipt of regulatory approvals and the satisfaction of customary closing conditions, according to the news release.

Crescent Point said the transaction allows it to “bring forward the expected future value of the assets, as the proceeds equate to over five years of the cumulative excess cash flow that was expected from these assets within the company's long-term development plan at current commodity prices”.

"Over the last few years, we have taken several strategic steps to optimize our portfolio", Crescent Point President and CEO Craig Bryksa said. "This transaction allows us to realize future value for an area with limited scalability while immediately enhancing our financial position and increasing our focus on our core operating areas."

Crescent Point plans to accelerate its debt repayment with the proceeds from the transaction. The company's pro-forma net debt is expected to total less than $2.2 billion, or less than 1.0 times adjusted funds flow, at year-end 2023 at current commodity prices, down from $3.0 billion at the end of the second quarter, according to the release.

Crescent Point is lowering its 2023 annual average production guidance to between 156,000 and 161,000 boepd, which represents a reduction of approximately 4,500 boepd in comparison to the midpoint of its prior guidance range. The company's revised annual forecast includes the production impact associated with the transaction, net of approximately 1,000 boepd of production outperformance from its remaining assets throughout the year, it said.

Crescent Point said it is also decreasing its development capital expenditures guidance for 2023 by approximately $73.9 million (CAD 100 million) reflecting the removal of capital that was expected to be spent on the North Dakota assets following the closing of the transaction.

Crescent Point has acquired $2.22 billion (CAD 3.0 billion) of high-quality assets in the Kaybob Duvernay and Alberta Montney since 2018 that were primarily funded through approximately $2 billion (CAD 2.7 billion) of non-core dispositions. These transactions have enhanced Crescent Point's long-term per-share metrics and are consistent with its strategy of focusing on high-return assets with significant inventory depth, the company said.

Meanwhile, Crescent Point reported a net income of $156.9 million (CAD 212.3 million) for the second quarter, compared to $245 million (CAD 331.5) million for the prior-year quarter, the company said in an earnings release.

The company said it generated $205.45 million (CAD 278 million) in excess cash flow in the second quarter, supporting its debt reduction and return of capital to shareholders.

Crescent Point’s average production in the second quarter was 155,031 boepd, which included the impact of approximately 7,000 boepd from downtime in the Kaybob Duvernay related to recent Alberta wildfires. Due to the company's “strong operational execution and production outperformance” from its Kaybob Duvernay asset in the first half of the year, Crescent Point said it was able to maintain its annual average production guidance with its capital expenditures budget remaining unchanged.

"Our second quarter and year-to-date results demonstrate our strategic approach to building our asset portfolio and generating long-term returns for shareholders", Bryksa said. "Through our recent Alberta Montney acquisition, we have bolstered our portfolio of high-return, scalable drilling locations while enhancing our per-share metrics and return of capital profile. This acquisition also provides us with the opportunity to create additional value for shareholders over time through productivity enhancements, cost efficiencies, and reserves growth."