Marathon Oil Corporation and PayRock Energy Holdings Sing Agreement
Highlights:
- High quality inventory immediately competes for capital allocation within Marathon Oil's portfolio
- $4.5 - 4.0 million completed well costs offer 60 - 80% before-tax IRRs at $50 WTI
- 330 million BOE 2P resource with 490 gross company operated locations
- 700 million BOE total resource potential from increased well density in Meramec and Woodford, as well as Osage development
- Implied acreage value of $11,800 / acre adjusting for proved developed producing (PDP) reserves
"Acquiring PayRock's STACK position will meaningfully expand the quality and scale of Marathon Oil's existing portfolio in one of the best unconventional oil plays in the U.S.," said Marathon Oil President and CEO Lee Tillman. "They've built a material position in the high margin oil window of the STACK, and have consistently delivered industry-leading well results. The recent moves we've taken to strengthen the Company's balance sheet, including the successful execution above the top end of our non-core asset divestiture target, have positioned us to be opportunistic to acquire what is an excellent strategic fit.
"We expect the 2016 capital program on the acquired acreage will be covered within our current $1.4 billion budget. As we look into 2017, we would anticipate a minimum four-rig drilling program in our pro forma STACK position, which will achieve leasehold drilling requirements while accelerating delineation work."
The transaction is subject to customary closing conditions and is expected to close in third quarter 2016, funded with cash on hand.
The Company will conduct a question and answer webcast / call on Monday, June 20, at 9:00 a.m. ET to discuss the acquisition. To participate in the call, please dial 800-446-2782 and ask for the Marathon Oil conference call. The conference call ID is 42825708. The associated commentary and answers to questions will include forward-looking information. Associated slides will be posted to the Company's website and to its mobile app approximately one hour before the scheduled call.
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