据彭博社1月8日消息,Elliott管理公司以20亿美元收购其在QEP Resources中尚未拥有的部分股份,这家激进的投资商正将其私募股权实力扩展到能源领域。
亿万富翁保罗·辛格运营的纽约对冲基金在周一写给QEP管理层的一封信中表示,它愿意以每股8.75美元的现金收购这家石油公司,较该公司上周五的收盘价溢价44%。Elliott表示,此次收购还需进行尽职调查,并且还取决于总部位于丹佛的QEP出售其在Haynesville的资产。
QEP涨幅高达44%,创下有史以来最大涨幅。截至纽约下午3点,该公司的股价上涨39%至8.48美元。
QEP在一份声明中证实,它已收到Elliott的初步提议,根据一份监管文件,截至9月30日,Elliott持有QEP 5%的股份。
它在声明中表示:“公司董事会打算审查Elliott的提议,并将从公司所有股东的最佳利益出发,在考虑公司其他替代方案和当前市场状况的情况下,仔细考虑该提议。”
自2018年初以来,Elliott一直致力于与QEP管理层就如何最好地提高其股价进行洽谈。该公司支持QEP计划,即专注于德克萨斯州和新墨西哥州的二叠纪盆地并出售其他资产。虽然Elliott称赞管理团队在实现这一目标方面取得了重大进展,但它认为公司仍然“被严重低估。” Elliott的高级投资组合经理John Pike和投资组合经理Andrew Taylor在信中称,这位投资者已经对QEP进行了广泛的公开尽职调查,目前正与卖方分析师进行洽谈。
曹海斌 摘译自 彭博社
原文如下:
Elliott Makes $2 Billion Offer for Oil Driller QEP Resources
Elliott Management Corp. made a $2 billion proposal to acquire the portion of QEP Resources Inc. that it doesn’t already own as the activist investor expands its private equity prowess into the energy space.
The New York-based hedge fund run by billionaire Paul Singer said in a letter Monday to QEP’s management that it’s willing to pay $8.75 a share in cash for the oil driller, a 44 percent premium to Friday’s closing price. The bid is subject to due diligence and also is contingent on Denver-based QEP selling its Haynesville assets, Elliott said.
QEP rose as much as 44 percent, its largest-ever intraday gain. The shares were up 39 percent to $8.48 at 3 p.m. in New York.
QEP confirmed in a statement that it had received a preliminary proposal from Elliott, which owned 5 percent of the company’s shares as of Sept. 30, according to a regulatory filing.
“The company’s board of directors intends to review Elliott’s proposal and will carefully consider the proposal in the context of the best interests of all of the company’s shareholders, taking into account the company’s other alternatives and current market conditions,” it said in the statement.
Elliott has been engaged with QEP’s management since the beginning of 2018 about how best to improve its share price. The firm backed QEP’s plan to become focused on the Permian Basin in Texas and New Mexico and sell other assets. While Elliott credited the management team for making significant strides toward achieving that goal, it contends the company is still “deeply undervalued.” The activist investor has already done extensive public due diligence on QEP and is talking with sell-side analysts, Elliott’s senior portfolio manager John Pike and portfolio manager Andrew Taylor said in the letter.
