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北京时间·🕒 发布 07-23 18:36:37时区推断·⟳ 抓取 07-23 18:38:04·⚡ 决策 07-24 08:28:16 +13h50m·95.5 天前
Matador Resources拟以12.75亿美元现金收购Paloma Permian资产
12.75亿美元现金收购对应MTDR约64.21亿美元市值的约19.9%，资产增加1.11万桶油当量/日三季度产量和55百万桶油当量储量。
📄 原文Investing.com↗ 原文
Matador Resources to acquire Paloma for $1.275 billion
Google raises annual spending estimates amid rapid AI infrastructure build-out DALLAS - Matador Resources Company (NYSE…
不做 Matador Resources（MTDR.US）
同一12.75亿美元Paloma收购催化近72小时已处理；收购本身正负并存且7月23日已收跌反映融资压力，不重复建仓。
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研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 high · price-in 风险 high ↗
关键理由
- 12.75亿美元现金收购对应MTDR约64.21亿美元市值的约19.9%，资产增加1.11万桶油当量/日三季度产量和55百万桶油当量储量。
- 公司称2026年预计约10亿美元调整后自由现金流，收购资金来自现金和RBL借款，短期负债压力与资源扩张并存。
- 近72小时已处理同一“Matador Resources拟以12.75亿美元现金收购Paloma Permian资产”事件，当前不重复输出交易。
主要风险
- MTDR.US 7月23日已下跌约5.96%，说明市场已对现金收购和融资压力作出负面重定价。
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原文全文
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Google raises annual spending estimates amid rapid AI infrastructure build-out
DALLAS - Matador Resources Company (NYSE:MTDR) announced today it has entered into a definitive agreement to acquire Paloma Permian LLC for $1.275 billion in cash, according to a press release statement.
The Paloma Acquisition includes 16,235 net undeveloped acres in Eddy and Lea Counties, New Mexico, with estimated third quarter production of approximately 11,100 barrels of oil equivalent per day. The properties are 57% oil and include over 156 net locations in the Bone Spring and Wolfcamp formations. The transaction adds $816 million of PV-10 as of May 31, 2026, and total proved oil and natural gas reserves of 55 million barrels of oil equivalent. The acquisition is expected to close in the fourth quarter of 2026.
Matador also agreed to acquire undeveloped acreage in the Woodford play from Ridge Runner Resources II, LLC. The Ridge Runner Acquisition, combined with prior acquisitions, brings Matador’s Woodford position to approximately 50,000 contiguous net acres in Lea County, New Mexico and West Texas. The company acquired the acreage at an average cost of $4,000 per acre. The Ridge Runner transaction adds over 150 net operated Woodford locations.
The company reported results from its Rae’s Creek well in the Woodford formation, which recorded initial production rates exceeding 2,200 barrels of oil equivalent per day during its 24-hour test on June 29, 2026. The well was 72% oil.
Both acquisitions will bring Matador’s total acreage in the Delaware Basin to approximately 240,000 net acres. The transactions are expected to be funded through cash on hand and borrowings under Matador’s reserve-based lending credit facility, which was fully repaid in May 2026.
Matador anticipates generating approximately $1 billion in adjusted free cash flow for full-year 2026. The company stated that repaying borrowings used to finance the acquisitions will be a top priority.
Paloma Permian is a portfolio company of EnCap Investments L.P.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
DALLAS - Matador Resources Company (NYSE:MTDR) announced today it has entered into a definitive agreement to acquire Paloma Permian LLC for $1.275 billion in cash, according to a press release statement.
The Paloma Acquisition includes 16,235 net undeveloped acres in Eddy and Lea Counties, New Mexico, with estimated third quarter production of approximately 11,100 barrels of oil equivalent per day. The properties are 57% oil and include over 156 net locations in the Bone Spring and Wolfcamp formations. The transaction adds $816 million of PV-10 as of May 31, 2026, and total proved oil and natural gas reserves of 55 million barrels of oil equivalent. The acquisition is expected to close in the fourth quarter of 2026.
Matador also agreed to acquire undeveloped acreage in the Woodford play from Ridge Runner Resources II, LLC. The Ridge Runner Acquisition, combined with prior acquisitions, brings Matador’s Woodford position to approximately 50,000 contiguous net acres in Lea County, New Mexico and West Texas. The company acquired the acreage at an average cost of $4,000 per acre. The Ridge Runner transaction adds over 150 net operated Woodford locations.
The company reported results from its Rae’s Creek well in the Woodford formation, which recorded initial production rates exceeding 2,200 barrels of oil equivalent per day during its 24-hour test on June 29, 2026. The well was 72% oil.
Both acquisitions will bring Matador’s total acreage in the Delaware Basin to approximately 240,000 net acres. The transactions are expected to be funded through cash on hand and borrowings under Matador’s reserve-based lending credit facility, which was fully repaid in May 2026.
Matador anticipates generating approximately $1 billion in adjusted free cash flow for full-year 2026. The company stated that repaying borrowings used to finance the acquisitions will be a top priority.
Paloma Permian is a portfolio company of EnCap Investments L.P.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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