Chesapeake Energy Corporation Releases Letter to Shareholders
OREANDA-NEWS. May 25, 2012. The Board of Directors of Chesapeake Energy Corporation (NYSE:CHK) today released a letter to shareholders addressing certain issues recently raised by the Comptroller of the City of New York, John C. Liu, who oversees New York City pension funds that beneficially own less than 0.25% of Chesapeake’s common shares outstanding. The letter, which outlines numerous recent actions the Board has taken to enhance
You may have recently seen a letter from the Comptroller of the City of
As noted in our 2012 proxy statement, we have made significant changes to the Company’s executive compensation program in consultation with an independent compensation advisor and, on May 18, 2012, we announced that the Board adopted a new compensation arrangement for outside directors. These measures are responsive to shareholder feedback and ensure that
Reducing directors’ annual compensation by 20%, to a level that is at or below that of the Company’s peers;
Eliminating the use of fractionally owned aircraft for personal travel by outside directors;
Reducing the CEO’s total compensation for 2011 by 15%;
Better aligning the entire executive management team’s compensation with Company performance for 2012 and beyond by implementing a new executive compensation program with the following features:
Nearly 50% of total annual compensation is at risk, based on Company performance;
An average of approximately 35% of total annual compensation will be allocated in performance share units that are payable only if certain targets are met, based on criteria such as relative and absolute total shareholder return and production and proved reserve growth;
Replacing annual cash bonuses with performance based awards;
Eliminating all tax gross-ups for executive officers;
Minimum stock ownership guidelines.
Retaining an independent compensation advisor for the Board’s compensation committee.
Further enhancing corporate governance, the Board recently announced it is separating the Chairman and CEO roles and is actively engaged in a search for a new independent Non-Executive Chairman. The Board’s Nominating and Corporate Governance Committee is considering potential candidates with no previous substantive relationship with
On May 1, 2012, the Board of Directors and CEO Aubrey K. McClendon announced that they had agreed to the early termination of the Founder Well Participation Program (FWPP) on June 30, 2014, 18 months before the end of its current shareholder-approved 10-year term. Mr. McClendon will receive no compensation of any kind in connection with the early termination of the program.
The Board is also conducting a thorough review, through the Audit Committee and its independent counsel, to determine whether there are any conflicts with the Company arising from the financing arrangements between Mr. McClendon (and the entities through which he participates in the FWPP) and any third party that has had or may have a relationship with the Company in any capacity.
We believe that Chesapeake has built the nation’s best collection of E&P assets, and the Company has a clear strategy to harvest those assets by focusing on developing the 10 core plays in which Chesapeake has built a #1 or #2 position while also continuing our transition from natural gas to liquids, reducing capital expenditures, and paying down long-term debt.
As an important step in this strategy, we have identified for sale during the remainder of 2012 certain non-core assets that we believe will have a value of USD 9.5 to USD 11.0 billion. We have already completed USD 2.6 billion in asset sales to date in 2012.
We believe successful execution of these initiatives will begin to close the large gap between our current enterprise value and the total value of our assets. We also recently completed a USD 4 billion term loan, which has provided enhanced financial flexibility and the ability to execute our planned asset sales from a position of strength.
The asset sales will enable us to pay down long-term debt, with the goal of lowering our net debt to no more than USD 9.5 billion by year-end 2012. At the same time, our strategic shifts to increasing the percentage of our production that comes from oil and natural gas liquids and to harvesting existing assets rather than identifying and capturing new assets will reduce our capital expenditure requirements by allowing us to reduce leasehold expenses and drilling activity.
DIRECTORS RICHARD K. DAVIDSON AND V. BURNS HARGIS ARE STRONG, HIGHLY QUALIFIED INDEPENDENT DIRECTORS AND WARRANT SHAREHOLDER SUPPORT
Mr. Davidson’s distinguished career in the railroad industry spanned nearly 50 years. He spent the vast majority of his career working for Union Pacific Corporation, one of America's leading transportation companies, where he served as Chief Executive Officer for nine years and as Chairman of the Board of Directors for over ten years before retiring in 2007. Mr. Davidson is currently a member of the board of advisors of HCI Equity Partners, a private equity firm headquartered in
Mr. Hargis currently serves as the president of Oklahoma State University (OSU) and the OSU System, a comprehensive land-grant institution with 35,000 students and 7,400 employees. Prior to becoming the 18th president of OSU, Mr. Hargis was Vice Chairman of Bank of Oklahoma, N.A., and BOK Financial Corporation, a financial holding company based in
Mr. Davidson and Mr. Hargis, together with the entire Chesapeake Board, have been taking important actions to benefit our shareholders, and the Board remains focused on and committed to further serving the interests of shareholders in the years ahead.
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