美国页岩油公司准备在纽约证券交易所首次公开募股澳大利亚页岩勘探公司

坦博兰资源公司 (Tamboran Resources Corp.) 的多数股权由二叠纪盆地野营者布莱恩·谢菲尔德 (Bryan Sheffield) 持有,并由海恩斯维尔 (Haynesville) 和伊格尔福特 (Eagle Ford) 勘探联合领导人迪克·斯通伯纳 (Dick Stoneburner) 担任董事长。

由 Haynesville 和 Eagle Ford 页岩勘探联合负责人Dick Stoneburner领导的美国页岩开采公司已为澳大利亚页岩气勘探公司Tamboran Resources Corp的 IPO 提交了 S-1 申请。

根据美国证券交易委员会提交的文件,该集团计划在纽约证券交易所以 TBN 交易。 S-1 未包括对拟筹集资金总额或每股价格范围的估计。

澳大利亚上市公司 Tamboran(ASX:TBN)的最大股东是二叠纪页岩开发商 Parsley Energy Inc. 的创始人 Bryan Sheffield,他于 2021 年以 76 亿美元的价格将该公司出售给Pioneer Natural Resources 。

先锋公司被埃克森美孚公司收购。上周的股价为 595 亿美元。

Stoneburner 是一名职业地质学家,他与 Petrohawk 能源公司 (Petrohawk Energy Corp.) 共同领导了租赁权捕获活动,并从 2007 年底开始对路易斯安那州西北部的海恩斯维尔 (Haynesville) 页岩气区进行了勘测。

2008年,Petrohawk在富含液体的Eagle Ford发现油井。

美国页岩油公司准备在纽约证券交易所首次公开募股澳大利亚页岩勘探公司
布莱恩·谢菲尔德(来源:Hart Energy

2012 年,斯通伯恩纳以 151 亿美元的价格将 Petrohawk 出售给必和必拓 (BHP Billiton),之后担任必和必拓新成立的北美页岩部门的总裁。

除了谢菲尔德之外,Tamboran 的投资者还包括美国领先的页岩压力泵生产商Liberty Energy Inc.该公司于 12 月发送了一份压裂差价来完成最近的一口井 Shenandoah South #1H。

该井 30 天的 IP 为 3.2 MMcf/d,井段长 1,644 英尺,分 10 级完成。 60天流量为3.0MMcf/d;根据 S-1,90 天流量为 2.9 MMcf/d。

Tamboran 在 S-1 中报告称,标准化为 10,000 英尺横向高度,30 天的流量相当于 19.5 MMcf/d。

另一家投资者Helmerich & Payne Inc.(美国领先的页岩钻探公司)使用其最新的 FlexRigs 进行了钻井,这些设备可在现场操作,也可在 H&P 俄克拉荷马州塔尔萨总部进行远程操作。

与马塞勒斯相似

总部位于悉尼的 Tamboran 在目标 Beetaloo 盆地拥有 470 万英亩连续土地;根据 S-1 的数据,净面积为 190 万英亩。

Beetaloo 位于澳大利亚中北部,坐落在占地约 700 万英亩的内陆地区,其西北角是戴利沃特斯 (Daly Waters),这是澳大利亚 1,900 英里长的 1 号高速公路上的一个小镇,从达尔文延伸到阿德莱德。

在几十年的勘探中,包括2015 年切萨皮克能源公司 (Chesapeake Energy Corp.)联合创始人奥布里·麦克伦登 (Aubrey McClendon)的勘探,勘探者已投资超过 6 亿美元来测试 Beetaloo 的中 Velkerri B 地层,Tamboran 发现该地层与 Marcellus 页岩相似。地球物理特性,根据 S-1。

目标高度超过 6,000 英尺。

Tamboran 已在租赁地块钻探了 6 口评价井,其中包括与当时的合作伙伴 Santos Ltd. 合作的两口早期井。

坦博兰目前拥有六口井。它们被关在里面,等待聚集,连接到 1 号高速公路沿线的大管道,该管道由澳大利亚管道和电力公司APA 集团运营(与阿帕奇公司的所有者美国APA公司无关)。

Tamboran 预计,在油田全面开发后,其租赁权益的产量将高达 2 Bcf/d。

据 S-1 称,包括其他人的测试在内,已经在中 Velkerri 地层钻探了 21 口井。

除 Stoneburner 外,董事会成员还包括美国致密岩勘探公司 Bill Barrett Corp 的联合创始人兼前首席执行官 Fred Barrett。

Tamboran 管理层包括首席运营官 Faron Thibodeaux,在 Apache 于 2015 年出售其澳大利亚业务之前,他曾担任 Apache Corp. 的澳大利亚经理。

其首席执行官是乔尔·里德尔(Joel Riddle),此前曾在海上勘探公司钴国际能源公司(Cobalt International Energy)工作。

此次IPO的联席账簿管理人为美国银行证券、花旗集团和加拿大皇家银行资本市场。联席经理是 Johnson Rice & Co. 和 Piper Sandler。

原文链接/HartEnergy

U.S. Shale-catters to IPO Australian Shale Explorer on NYSE

Tamboran Resources Corp. is majority owned by Permian wildcatter Bryan Sheffield and chaired by Haynesville and Eagle Ford discovery co-leader Dick Stoneburner.

U.S. shale-catters, chaired by the Haynesville and Eagle Ford shale discoveries’ co-leader Dick Stoneburner, have filed an S-1 for an IPO of Australian shale-gas explorer Tamboran Resources Corp.

The group plans to trade on the New York Stock Exchange as TBN, according to a Securities and Exchange Commission filing. The S-1 did not include an estimate of the total funds to be raised or the price-per-share range.

Australia-listed Tamboran’s (ASX: TBN) largest shareholder is Bryan Sheffield, founder of Permian shale developer Parsley Energy Inc., which he sold to Pioneer Natural Resources in 2021 for $7.6 billion.

Pioneer was bought by Exxon Mobil Corp. last week for $59.5 billion in stock.

Stoneburner, a career geologist, co-led Petrohawk Energy Corp. in the early days of leasehold capture and delineating the shale-gas Haynesville play in northwestern Louisiana, beginning in late 2007.

In 2008, Petrohawk made the liquids-rich Eagle Ford discovery well.

U.S. Shale-catters to IPO Australian Shale Explorer on NYSE
Bryan Sheffield (Source: Hart Energy)

Upon selling Petrohawk to BHP Billiton in 2012 for $15.1 billion, Stoneburner was president of BHP’s new North American shale division.

In addition to Sheffield, Tamboran investors include leading U.S. shale pressure-pumper Liberty Energy Inc., which sent one of its frac spreads to complete the most recent well, Shenandoah South #1H, in December.

The well had a 30-day IP of 3.2 MMcf/d from a 1,644-foot section of lateral that was completed with 10 stages. The 60-day flow was 3.0 MMcf/d; the 90-day flow, 2.9 MMcf/d, according to the S-1.

Normalized for a 10,000-foot lateral, the 30-day flow is equivalent to 19.5 MMcf/d, Tamboran reported in the S-1.

Another investor, Helmerich & Payne Inc., a leading U.S. shale driller, drilled the well with one of its newest FlexRigs, which are operated onsite as well as remotely from H&P’s Tulsa, Okla., headquarters.

Resembles Marcellus

Sydney-based Tamboran holds 4.7 million contiguous gross acres in the targeted Beetaloo Basin; net, 1.9 million acres, according to the S-1.

The Beetaloo is in north-central Australia and underlies some 7 million acres of outback flanked on its northwestern corner by Daly Waters, a town on Australia’s 1,900-mile Highway 1 that stretches from Darwin to Adelaide.

In several decades of exploration, including in 2015 by the late Chesapeake Energy Corp. co-founder Aubrey McClendon, explorers have invested more than $600 million in testing the Beetaloo’s Middle Velkerri B Formation that Tamboran has found to resemble the Marcellus Shale in its geophysical properties, according to the S-1.

The target is at more than 6,000 feet.

Tamboran has drilled six appraisal wells in the leasehold, including two early wells with a partner at the time, Santos Ltd.

Tamboran currently owns the six wells. They are shut in, awaiting gathering to connect to big pipe that travels alongside Highway 1, operated by Australia-based pipe and electric power company APA Group (not related to U.S.-based APA Corp., the owner of Apache Corp.).

Tamboran expects takeaway will be up to 2 Bcf/d from its leasehold upon full field development.

Including tests by others, 21 wells have been drilled through the Middle Velkerri Formation, according to the S-1.

In addition to Stoneburner, board members include Fred Barrett, co-founder and former CEO of U.S. tight-rock explorer Bill Barrett Corp.

Tamboran management includes Faron Thibodeaux, COO, who was Australia manager for Apache Corp. before Apache sold its Australian business in 2015.

Its CEO is Joel Riddle, who was previously with offshore explorer Cobalt International Energy.

Joint book-running managers for the IPO are BofA Securities, Citigroup and RBC Capital Markets. Co-managers are Johnson Rice & Co. and Piper Sandler.