Phoenix Energy One, LLC Liquidation Value

PHXE-P Oil & Gas Extraction

Cash & Equivalents

$65.79M
As of 2025-12-31
Current Price: N/A

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $65.79M
Total Obligations: -$1.66B
$-1.60B
Period: 2025-12-31
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $65.79M
AR: $75.52M
Total Obligations: -$1.66B
$-1.52B
Period: 2025-12-31
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $65.79M
AR: $75.52M
Inventory: N/A
Total Obligations: -$1.66B
$-1.52B
Period: 2025-12-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported
  • Inventory: not reported

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-1.60BN/A
Liquid Liquidation Value$-1.52BN/A
Operating Liquidation Value$-1.52BN/A

Key Components (as of 2025-12-31)

Data as of 2025-12-31 from 10-K filed 2026-03-17. View on SEC EDGAR →

Cash & Equivalents$65.79M
Accounts Receivable$75.52M
InventoryN/A
Current Liabilities$418.41M
Long-term Debt$1.24B
Op. Lease Liability$9.62M
Finance LeaseN/A
Shares OutstandingN/A

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2025-12-31$65.79M$75.52MN/A$122.03M$418.41M$1.24B$9.62MN/A
2025-09-30$95.45M$73.88MN/A$139.52M$400.91M$1.13B$9.92MN/A
2025-06-30$60.49M$81.19MN/A$85.59M$361.96M$960.32M$10.27MN/A
2025-03-31$35.37M$44.72MN/A$43.45M$258.61M$853.51M$10.23MN/A
2024-12-31$120.81M$28.22MN/A$41.82M$226.61M$795.22M$5.86MN/A
2024-09-30$24.53MN/AN/AN/AN/AN/AN/AN/A
2024-06-30$4.08MN/AN/AN/AN/AN/AN/AN/A
2024-03-31$2.46MN/AN/AN/AN/AN/AN/AN/A

Comments

SEC Filings

PeriodFormFiledLink
2025-12-31 10-K 2026-03-17 View
2025-09-30 10-Q 2025-11-12 View
2025-06-30 10-Q 2025-08-12 View
2025-03-31 10-Q/A 2025-06-04 View
2025-03-31 10-Q 2025-05-16 View

AI Insights

AI Insight·Generated 2026-05-06

Phoenix Energy One, LLC (PHXE-P) is a Bakken-focused E&P LLC operating under a partnership tax structure, filing its annual 10-K for the period ended December 31, 2025. Under a liquidation lens, equity recovery is deeply negative. MFFAIS reports a cash liquidation value of approximately -$1.60B, consistent with the balance sheet arithmetic: total assets of $1.81B face total liabilities of $1.73B, leaving reported members equity of only $78.2M. However, applying standard liquidation haircuts to the asset side while holding liabilities at face value produces a materially worse outcome. The dominant asset is oil and gas property under successful efforts method: gross capitalized costs of $1.92B less $318M accumulated depletion yields net book value of $1.61B. Under a liquidation scenario, proved E&P properties typically recover at 50-70% of net book value absent a competitive auction; the $517M of unproved properties faces near-zero recovery under this lens (intangible/speculative classification). Applying a 60% haircut to the $1.61B net O&G asset yields roughly $965M recoverable, against which total liabilities of $1.73B sit at face value, implying negative equity recovery of approximately $760M before considering current liabilities of $418M already embedded in the total. The liability stack is the dominant risk factor: long-term debt at face value totals $1.53B gross (net of unamortized discount/issuance costs of $146M, carrying value is lower, but face value governs in liquidation). The debt maturity schedule is front-loaded: $148M due in year one, $288M in year two, $313M in year three, totaling roughly $749M within 36 months. The Fortress Credit Corp. senior secured credit facility has been amended eight times through February 2026, signaling ongoing covenant pressure and structural fragility. A separate Adamantium Capital LLC loan agreement has been amended seven times through March 2026. Both lender relationships show persistent amendment activity, which is not consistent with a stable capital structure. The company issued a Series A Cumulative Redeemable Preferred Share designation in September 2025, adding a senior equity claim ahead of common/member interests. Interest expense for the period was $161M against $301M operating cash flow, yielding a thin coverage margin that does not survive a modest commodity price decline. The filing discusses a crude oil delivery commitment of 2.2 million barrels from June 2025 through December 2030 at PhoenixOp (the operating subsidiary), with a shortfall fee exposure; this contractual liability is not separately XBRL-tagged but is disclosed in MD&A. Depletion of $177.6M for the year reflects the units-of-production drawdown on a reserve base that grew significantly (total proved reserves approximately 95.2M Boe at September 30, 2025 per the prior filing). The filing does not separately disclose aggregate face value of all bond series outstanding (Reg A Bonds, 506(c) Bonds, Registered Notes, Exchange Notes) in a single tagged line; the debt maturity schedule must be used as a proxy. PV-10 of total proved reserves was disclosed as $1.52B (nine months ended September 30, 2025) in the prior 10-Q filing, which exceeds total debt face value on a pre-tax basis, but that value is not realizable in a forced liquidation at distressed commodity prices and with delivery commitments attaching to the dedications in Dunn County, North Dakota.

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