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PXP

Posted: Fri Sep 28, 2012 11:40 am
by dan_s
As part of an ongoing effort to shift its focus from natural gas to oil, Plains Exploration & Production (NYSE: PXP) on Sept. 10 announced that the firm had inked an agreement with BP (LSE: BP, NYSE: BP) to acquire oil and gas properties in the Gulf of Mexico for $5.5 million.

The transaction includes a 100 percent working interest in the Marlin, Dorado and King fields; BP's 50 percent operating interest in the Holstein property; a 33.3 percent working interest in the Exxon Mobil Corp's (NYSE: XOM) Diana-Hoover field; and a 31 percent stake in Royal Dutch Shell's Ram Powell field.

In a complementary deal, Plains Exploration & Production acquired Royal Dutch Shell's 50 percent non-operated interest in the Holstein field for $565 million, giving the mid-capitalization outfit a 100 percent working interest in this property.

The assets involved in this transaction currently flow an average of 67,000 barrels of oil equivalent per day, about 60,000 barrels of which are crude oil. Midstream infrastructure in the region has a nameplate capacity of 250,000 barrels of oil equivalent per day, ensuring that takeaway constraints won't limit any upside.

To help fund the transaction and further its strategic goals, Plains Exploration & Production disclosed plans to sell $1.5 billion to $2 billion worth of non-operated, gas-producing stakes in Louisiana's Haynesville Shale and the Madden Field in Wyoming.

These divestments, coupled with the Plains Exploration & Production's major acquisition in the Gulf of Mexico, should shift the firm's sales mix to about 89 percent crude oil in 2013, compared to about 61 percent crude oil in 2012.

Management noted that these assets likely wouldn't be for sale, were it not for BP's financial needs, and opined that the fields required only redevelopment to extend their productive lives for another decade. The firm will likely seek partners to participate in exploratory drilling that's tentatively slated for 2014 and 2015.

Re: PXP

Posted: Fri Sep 28, 2012 11:54 am
by dan_s
Although I still like PXP as a long-term holding, I will be dropping it from our Sweet 16 Growth Portfolio back to the Watch List. Large deals like this usually limit the share price upside in the near-term until the market sees a few quarters of actual results.

I will be working on the Sweet 16 next week. I am planning to make several changes that will be announced in the October 9th newsletter. The portfolio will remain focused on solid companies that have double digit production and reserve growth locked in. It will remain heavily weighted to oil but I am looking at some mid-caps that give us more exposure to natural gas, which I believe will be going up in price this winter.

As previously announced, starting in October "The View From Houston" will be sent to EPG members only. The format is being changed and it will include three profiles, the Sweet 16 Growth Portfolio, an Income Portfolio and a Small-Cap Portfolio. I believe this change will significantly increase the value of your EPG membership.