非经营性石油和天然气生产商 Vitesse Energy 10 月 9 日表示，该公司收购了北达科他州威利斯顿盆地价值约 5000 万美元的石油和天然气权益，分析师称这一进展应该会受到投资者的好评。

Northland Capital Markets 高级研究分析师 Donovan Shafer 表示，Vitesse 的非经营性收购是在夏季晚些时候达成的，当时石油期货价格仍然较低。他表示，这些收购是“好举措”，并且“对股票绝对有利”。

谢弗说：“这主要是时机。”他补充说，这些收购是在以色列袭击推高石油价格后开盘当天宣布的。

根据 Vitesse 的新闻稿，该公司预计此次收购将提高公司第四季度的资本支出指导范围和现金流。这些权益是通过公司的近期开发收购计划获得的，并以高于公司内部回报率门槛的价格承保，使用的是当前纽约商业交易所带钢价格的折扣。

“我们相信，VTS 在 5 月至 8 月期间以低得多的带钢价格承销了大部分收购，并在价格高得多的 9 月期间进行了大部分对冲，从而使这些收购极具吸引力，”谢弗表示。

Schafer 表示，此次收购似乎是 Vitesse 新任首席财务官 James Henderson 的工作，他于 8 月加入该公司。

Vitesse Energy, a non-operating oil and gas producer, said Oct. 9 it made acquisitions totaling roughly $50 million in oil and gas interests in the Williston Basin in North Dakota, a development that an analyst said should be well received by investors.

Donovan Shafer, Northland Capital Markets senior research analyst, said Vitesse’s non-operating acquisitions were agreed upon later in the summer when oil futures were still lower. The acquisitions, he said, were “a good move” and are “absolutely positive for the stock.”

“It’s mostly the timing,” Schafer said, adding that the acquisitions were announced the day the markets opened after attacks in Israel boosted the price of oil.

According to Vitesse’s press release, the company expects the acquisitions to increase the company’s capex guidance range and cash flows in the fourth quarter. The interests were acquired through the company’s near-term development acquisition program and underwritten above the company’s internal rate of return hurdle, using a discount to current NYMEX strip prices.

“We believe VTS underwrote most of these acquisitions in the much lower strip prices in the May-August time frame and did most of its hedging in the much higher-priced September period, making these highly attractive acquisitions,” Schafer said.

Schafer said the acquisition appears to be the work of Vitesse’s new CFO James Henderson, who joined the company in August.