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Anadarko shareholders go for the cash in $38 billion Occidental buyout

Published 08/08/2019, 23:58
© Reuters. FILE PHOTO: Anadarko Petroleum Corporation is seen in The Woodlands
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By Jennifer Hiller

HOUSTON (Reuters) - Shareholders of Anadarko Petroleum Corp (N:APC) on Thursday voted overwhelmingly to sell the company for $38 billion (£31.3 billion) to rival Occidental Petroleum Corp (N:OXY), ending a short-lived contest that pitted two of the most storied names in the oil industry against one another.

Occidental in May beat out Chevron Corp (N:CVX) to grab a major oil industry prize: Anadarko's nearly quarter million acres in the Permian Basin, the top U.S. shale field, where low-cost output has helped turn the United States into the world’s top oil producer at more than 12 million barrels per day.

Anadarko's shareholders voted 99% in favour of the deal that gives them $72.34 per share based on Wednesday's closing price for Occidental. Investors also voted in a non=binding measure 71% against executive payouts tied to the deal. Anadarko's top six executives are to receive $300 million in payouts.

Occidental said immediately after the vote it had closed the transaction, and had named new executives to run Western Midstream Partners LP (N:WES), Anadarko's natural gas pipeline business. Its shares rose 2.5% to close at $47.13.

"We begin our work to integrate our two companies and unlock the significant value of this combination for shareholders," Occidental Chief Executive Vicki Hollub said in a statement.

Anadarko shares are up 56% from the day before it disclosed merger talks, while Occidental shares are down 30% since its discussions were revealed.

The market's sour response has dampened enthusiasm for deals. Even with stocks of many shale firms trading at multi-year lows, it may not be enough to spur a buyout spree by the world's largest oil and gas firms, said Artem Abramov, analyst with Rystad Energy.

"Some super-majors might be waiting for even lower pricing," Abramov said.

Hollub has been lining up financing and organising asset sales to fund the deal while battling activist investor Carl Icahn, who wants to replace four Occidental directors and influence the pace of the company's asset sales.

Hollub avoided her own shareholder vote on the deal by securing a controversial and pricey $10 billion financing agreement with Warren Buffett’s Berkshire Hathaway (N:BRKa). Icahn likened the deal to "taking candy from a baby" on Buffett's part.

Occidental this week sold $13 billion in bonds to help fund the Anadarko purchase and has proposed selling Anadarko’s Africa assets to Total SA (PA:TOTF).

It also formed a drilling partnership with Colombia’s state-run oil company Ecopetrol SA (CN:ECO) to develop part of its Permian shale field for up to $1.5 billion.

© Reuters. FILE PHOTO: Anadarko Petroleum Corporation is seen in The Woodlands

Occidental last week reported a 14% drop in second quarter profit, as costs related to the deal and weaker chemical earnings hit its bottom line.

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