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Wednesday, March 9, 2011

Light oil fever continues in Canada.. Whitecap Resources acquires light oil focused-Spry Energy for $223 million

Whitecap Resources agreed to acquire Spry Energy Ltd, an oil weighted company, for total consideration of C$223 million including Spry’s net debt of C$36 million. Through the Transaction, Whitecap is acquiring operated, high working interest light oil assets located pre-dominantly in the Pembina area of west central Alberta focused in the Cardium formation, and very complementary to Whitecap’s existing operations in Pembina including an extensive development inventory of 52 gross locations.


The Transaction has the following characteristics:
Current production - 2,600 boe/d (71% light oil and NGLs)
Proved reserves - 5,832 mboe (71% light oil and NGLs)
Proved plus probable reserves - 9,930 mboe (70% light oil and NGLs)
Proved plus probable RLI - 10.5 years
Annualized cash flow - C$50 million
Operating netback - C$48/boe


Net of undeveloped land value of C$11.5 million (internally estimated), the associated transaction metrics are as follows:
Current production - C$81,300/boe/d
Proved reserves - C$36.26/boe
Proved plus probable reserves - C$21.29/boe
Proved plus probable reserves recycle ratio - 2.3x


The Transaction represents a continuation of Whitecap’s strategy of becoming a premier oil weighted intermediate producer through a combination of organic growth and accretive transactions that are oil focused, with high netbacks and provide significant Company operated drilling upside.

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