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エコペトロル、ブラバ株取得でブラジル事業を拡大、公開買付けも予定

-- エコペトロル(EC)は、ブラバ・エネルジアの株式26%を取得することで合意し、51%の支配権を確保するため、1株当たり23ドルの株式公開買付け(TOB)を実施する予定であると、木曜日に発表した。 ECは4月23日、ブラバの主要株主であるJive、Yellowstone、Bloco Somah Printemps Quantumと株式取得契約を締結し、ブラバの株式約26%にあたる1億2081万3490株を取得すると発表した。 ブラバは、3R Petroleum Oleo e GasとEnauta Participacoesが合併して2024年に設立された。これにより、ブラジルを拠点とする石油・ガス企業となり、沖合および陸上の油田・ガス田で事業を展開している。 ブラバは、2025年のEBITDAが8億600万ドル、利益率が39%で、埋蔵量と生産量でブラジル上場独立系石油会社第2位にランクされていると発表した。 エコペトロルは、ブラジル経済防衛行政評議会の承認、資金調達に関する同意、議決権の51%を確保するための株式取得など、すべての条件を満たした後にのみ、この取引を完了すると付け加えた。 同社は、追加株式を取得し過半数支配権を獲得するため、ブラジルのB3証券取引所で1株あたり23ブラジルレアル(4.58米ドル)での任意公開買付け(TOB)を実施する予定であると付け加えた。 この買付けは、ブラバの過去90日間の出来高加重平均価格に対して27.8%のプレミアムを上乗せしたものであり、適用される規制規則に基づき、すべての株主に対して平等な条件で実施されると、同社は述べた。 エコペトロルは、取引完了条件および関連する規制当局の承認を前提として、ブリッジローンによって買収資金を調達する予定であると付け加えた。 この取引により、石油資源管理システム(PRMS)基準に基づき2025年末時点で報告されているブラバの4億5900万バレル相当の石油埋蔵量から、比例配分された埋蔵量が加算されると、エコペトロルは付け加えた。 エコペトロルは、ブラバの2025年の生産量(日量約8万1000バレル相当)の比例配分分も取得し、生産の安定性とキャッシュフローの向上を図ると述べた。 エコペトロルは、この取引が完了すれば、ブラジルにおける事業基盤の拡大、高成長地域における資産の多様化、そして国際的な事業ポートフォリオの強化につながるとしている。

Price: $14.01, Change: $-0.42, Percent Change: -2.91%

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