-- スカウト・エナジーは金曜日、西アナダルコ盆地の石油・ガス資産を10億ドル以上で売却すると発表した。これは同社のポートフォリオにおける重要な転換点となる。 売却対象には、複数の買収を通じて構築された上流・中流事業の資産が含まれており、これはスカウトの事業規模拡大と統合という長期戦略を反映したものだと同社は述べている。 これらの資産は、北米有数のガス田地帯に位置し、天然ガス、天然ガス液、ヘリウムを合わせて日量約2億5000万立方フィート相当の生産能力を持ち、約300万エーカーの面積に及ぶ。 資産基盤には、3つのガス処理プラント、7200マイルを超える集荷パイプライン、そして約40万馬力の圧縮能力が含まれる。 「これは、当社が10年以上にわたり、複数の買収を通じて綿密に構築し、統合と事業改善によって価値を創造してきた重要な資産です」と、スカウトの共同創業者兼マネージングディレクターであるジョン・バシャブ氏は述べた。 RBCキャピタル・マーケッツが今回の取引の専属財務アドバイザーを務め、これによりスカウト社は上流および中流エネルギー資産のポートフォリオを最適化するという戦略を推進する、と同社は付け加えた。
Related Articles
Research Alert: CFRA Maintains Hold Opinion On Shares Of Dominion Energy, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target at $64, 17.8x our next-12-month EPS estimate of $3.61, above D's five-year average of 17.1x but below peers to reflect expectations for no near-term dividend growth and the weakest near-term and long-term EPS growth in our Multi-Utilities coverage. We trim our 2026 EPS view by $0.01 to $3.59 and initiate 2027 EPS at $3.81. We think D faces elevated execution risk from the CVOW project's reduced contingency buffer (now 6% of remaining costs). Project delays add further risk, estimated at an additional $150M-$200M in costs for each delayed quarter. The current $11.4B budget does not reflect the estimated $200M-$300M impact from revised Section 232 tariffs on steel, aluminum, and copper. While potential PJM network upgrade cost reassessments could provide an offset, the magnitude and timing are uncertain. We still see D as a key enabler of the AI boom given its location in the world's largest data center market. Contracted data center capacity is now 51.0 GW, up from 48.5 GW in Q4.
Research Alert: CFRA Keeps Hold Opinion On Shares Of Franklin Templeton
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $2 to $31, valuing BEN shares (which currently yield 4.5%) at 11x our FY 26 (Sep.) adjusted EPS estimate of $2.80 (raised by $0.23) and at 10.5x our FY 27 EPS estimate of $2.95 (raised by $0.15). Our target multiple compares to BEN's one-year average forward multiple of 10x and a disparate peer average of 16x. BEN reported Mar-Q adjusted EPS of $0.71 vs. $0.47 a year ago, beating the consensus estimate of $0.55 and our forecast of $0.56. Operating revenues rose 9% Y/Y, exceeding our 5%-8% growth forecast, with investment management fees up 9%, while operating margins improved to 14.1% from 6.9% on contained expense growth. We now see revenue growth of 6% to 10% in 2026 and 2027. Weighing the improved Q1 results with the Western Asset Management unit's ongoing legal issues, we think the shares are fairy valued compared to historical averages, but worth holding.
Trump Signals Diplomacy Over Military Action On Iran, Despite Frustration With Talks
President Donald Trump said he is dissatisfied with ongoing negotiations with Iran but indicated a preference for diplomacy over further military action in the nine-week conflict disrupting global energy markets, Bloomberg reported on Friday."They want to make a deal but I'm not satisfied with it," Trump told reporters, adding that while progress has been made, he is uncertain whether an agreement will be reached, the report said.Iran has put forward a new proposal via Pakistan, according to state media, offering to discuss conditions for reopening the Strait of Hormuz while seeking US commitments to halt attacks and lift its blockade.Trump, however, said the US is not ready to end the conflict, touting what he described as a "complete" shutdown of the strategic waterway, a key chokepoint for global oil supplies.