Scott Sheffield 是澳大利亚页岩气 IPO 的投资者之一

这位运营商于今年 5 月份以 595 亿美元的价格将先锋自然资源公司 (Pioneer Natural Resources Co.) 出售给埃克森美孚公司，现在他与其儿子布莱恩·谢菲尔德 (Bryan Sheffield) 一起在澳大利亚投资页岩气。

尼莎
达博讷
石油和天然气投资者

拥有四十年经验的二叠纪盆地领导者 Scott Sheffield 是澳大利亚页岩气开发商Tamboran Resources Corp.美国首次公开募股的买家之一，Tamboran 首席财务官 Eric Dyer 告诉 Hart Energy，这是一场“艰难的胜利”。

Dealogic 的数据表明，该公司是第一家在纽约证券交易所上市的非北美页岩气勘探与生产公司，也是 2021 年以来第一家上市的页岩气勘探与生产公司。

6 月 26 日，该公司股票以每股 24 美元的价格发行，6 月 27 日开盘报 22.50 美元，成交量清淡，共发行 312.5 万股，筹资 7500 万美元，低于预期的发行 650 万股（筹资 1.56 亿美元）。

“这足以容纳两口高影响井，”戴尔说。

最初估计的增资将用于资助澳大利亚 Beetaloo 盆地的另外六口评估井。Tamboran 已确定了 Velkerri 页岩的盆地核心，据 Tamboran 称，Velkerri 页岩的岩石和其他特性与 Marcellus 页岩相似。

到目前为止，Tamboran 已运营六口评价井。最早的几口井是在 Beetaloo 地区使用油田服务进行钻探和完井的。

戴尔表示，新井将拥有 10,000 英尺的水平井，并由美国压力泵供应商Liberty Energy Inc.进行压裂作业，目前该公司已将压裂液运往澳大利亚，以便为 Tamboran 项目继续作业。

Liberty 拥有 Tamboran 4.6% 的股份。

为 E&P 公司钻探 Beetaloo 的是Helmerich & Payne Inc.，该公司于 2023 年向该盆地派遣了一台 FlexRig3，并拥有开发商 5.1% 的股份。

下一步是开发最初 200 口井的核心。

谢菲尔德，耶茨

此次 IPO 是Vine Energy Inc.自 2021 年 3 月上市以来的首次 E&P 发行。2021年晚些时候，切萨皮克能源公司 (Chesapeake Energy Corp. )以 6.15 亿美元的股票和现金收购了这家 Haynesville 页岩气运营商。

先锋自然资源公司 (Pioneer Natural Resources Co.)创始人兼首席执行官谢菲尔德于 5 月份将专注于米德兰盆地的 E&P 业务以价值 595 亿美元的股票价格出售给了埃克森美孚公司 (Exxon Mobil Corp.)。

他的儿子布莱恩·谢菲尔德 (Bryan Sheffield) 拥有总部位于悉尼的 Tamboran 公司 16.7% 的股份，该公司也在澳大利亚证券交易所上市。2021年，他以 76 亿美元的价格出售了其位于二叠纪盆地的生产商Parsley Energy Inc .。

据 Tamboran 称，Permian Basin 的多代开发商 Charlotte G. Yates 家族理财室也在公开交易前买入了股票。

戴尔表示，“这些股票掌握在那些想持有它们的人手里。”

6 月 19 日，北领地政府授予 Tamboran 项目“重大项目地位”，这意味着北领地政府将支持 E&P 公司开发 Beetaloo，因为北领地政府预计国内将出现天然气短缺。

坦博兰拥有 470 万英亩的 Beetaloo 盆地总面积，净面积 190 万英亩。该盆地位于澳大利亚中北部，达尔文以南。

Dealogic 的数据显示，这是自 2009 年西非海上开发商Cobalt International Energy以来，第一家在美国交易所上市且尚未实现销售的公司。

承销商拥有 30 天期权，可以每股 24 美元的价格购买最多 468,750 股额外股票。该期权比最初预期的最多 975,000 股有所减少。

此次 IPO 的联合账簿管理人为美国银行证券公司 (BofA Securities)、花旗集团 (Citigroup) 和加拿大皇家银行资本市场 (RBC Capital Markets)。联席管理人为 Johnson Rice & Co. 和 Piper Sandler。

截至发稿时，该股交易价为 22.06 美元。

原文链接/HartEnergy

Scott Sheffield Among Investors in Australian Shale Gas IPO

The operator who sold Pioneer Natural Resources Co. to Exxon Mobil in May for $59.5 billion joins his son Bryan Sheffield in shale gas investment Down Under.

Nissa
Darbonne
Oil and Gas Investor

Four-decade Permian Basin leader Scott Sheffield is among buyers of Australian shale-gas developer Tamboran Resources Corp.’s U.S. IPO in a “nail-biter that all came together,” Tamboran CFO Eric Dyer told Hart Energy.

The company is the first non-North American shale-gas E&P to IPO on the NYSE, according to Dealogic, and the first E&P to IPO since 2021.

Shares opened at $22.50 on June 27 in light volume after pricing June 26 at $24, raising $75 million for 3.125 million shares, reduced from expectations to sell 6.5 million shares that would have raised $156 million.

“It’s enough for two high-impact wells,” Dyer said.

The original estimated raise would have financed six additional appraisal wells in Australia’s Beetaloo Basin. Tamboran has defined the basin’s core for Velkerri Shale, which is similar to the Marcellus in its rock and other properties, according to Tamboran.

Tamboran has six operated appraisal wells to date. The earliest ones were drilled and completed with oilfield services on hand in the Beetaloo.

The new wells will have 10,000-ft laterals and be stimulated by U.S. pressure-pumper Liberty Energy Inc., which currently has a frac spread on a ship to Australia to do jobs for Tamboran going forward, Dyer said.

Liberty owns 4.6% of Tamboran shares.

Drilling the Beetaloo for the E&P is Helmerich & Payne Inc., which sent a FlexRig3 to the basin in 2023 and owns 5.1% of the developer’s shares.

Next steps are to develop the core with an initial 200 wells.

Sheffield, Yates

The IPO is the first E&P offering since Vine Energy Inc. went public in March of 2021. The Haynesville shale operator was bought later in 2021 by Chesapeake Energy Corp. for $615 million in stock and cash.

Sheffield, the founding CEO of Pioneer Natural Resources Co., sold the Midland Basin-focused E&P to Exxon Mobil Corp. in May for $59.5 billion in stock.

Bryan Sheffield, his son, owns 16.7% of Sydney-based Tamboran, which also trades on the Australian Securities Exchange. He sold his Permian Basin producer Parsley Energy Inc. in 2021 for $7.6 billion.

Also buying shares pre-public-trading was the Permian Basin’s multi-generation developers’ Charlotte G. Yates family office, according to Tamboran.

“The shares are in the hands of people who want to hold them,” Dyer said.

Tamboran’s project received “major project status” by the Northern Territory on June 19, which means the government, which projects an imminent gas shortage for domestic use, will support the E&P in developing the Beetaloo.

Tamboran holds 4.7 million contiguous Beetaloo Basin gross acres; net, 1.9 million acres. The basin is in north-central Australia south of Darwin.

The IPO is the first to go public on a U.S. exchange before having production in sales since West Africa offshore developer Cobalt International Energy in 2009, according to Dealogic.

Underwriters have a 30-day option to buy up to 468,750 additional shares at $24. The option was reduced from initial expectations of up to 975,000 shares.

The IPO’s joint book-running managers were BofA Securities, Citigroup and RBC Capital Markets. Co-managers were Johnson Rice & Co. and Piper Sandler.

Shares were trading at $22.06 at press time.