Pétrole : Fusion entre Tullow Oil et Capricorn Energy pour créer un « leader de l’énergie en Afrique ».
Par Ibrahima DIALLO
2 juin 2022 / 12:17

Un communiqué de presse annonce une fusion entre Capricorn Energy et le groupe pétrolier Tullow Oil dans une transaction estimée à plus d’1,4 milliard de livres. L’objectif de cette union étant de créer un « leader de l’énergie en Afrique ».

Dans un communiqué récent, Tullow Oil annonce que les deux entreprises britanniques spécialisées dans l’exploration et la production de pétrole et gaz par le biais de leur conseils d’administration respectifs ont trouvé un accord pour une « fusion entre égaux ».

Pour chaque action, les actionnaires de Capricorn Energy vont recevoir environ 3,81 nouveaux titres de Tullow Oil et retiendront globalement  47% du nouveau groupe.

En se fondant sur le cours de clôture de Tullow Oil mardi soir à la clôture, les actionnaires actuels de Tullow Oil garderont 53% de la nouvelle entité, valorisée à plus d’1,4 milliard de livres. Les investisseurs applaudissaient mercredi. Vers 09H20 GMT, le cours de Tullow Oil grimpait de 2,56% à 56 pence et celui de Capricorn Energy de 4,38% à 207,20 pence.

Selon le communiqué, la fusion « représente une opportunité unique de créer une entreprise énergétique de premier plan en Afrique, cotée à Londres », mais aussi de « générer des synergies de coûts significatives ».

Il faut rappeler que Tullow Oil est une société basée à Londres essentiellement présente en Afrique (Côte d’Ivoire, Gabon, Ghana, Kenya et Mauritanie), et en Amérique du Sud. Capricorn (ex Cairn energy), basée en Ecosse, dispose, outre la mer du Nord, d’opérations en Mauritanie et en Égypte mais aussi en Israël, Mexique et Suriname.

Russ Mould, analyste de AJ Bell  révèle que cette fusion « reflète à quel point les deux entreprises ont chuté depuis leurs heures de gloire ». Il rappelle que « l’existence même de Tullow semblait menacée à un moment donné » avant que le groupe n’annonce un accord à 1,8 milliard de livres pour le refinancement de sa lourde dette l’année dernière.

Quant à Capricorne,  il fut « paralysé par un différend fiscal avec l’Inde », poursuit l’analyste. Un long litige qui a finalement abouti en février dernier par le remboursement par New Delhi d’un milliard de dollars au groupe écossais. Selon Russ Mould « les actionnaires des deux sociétés espèrent que le rapprochement pourra établir les bases d’une croissance renouvelée ».

 

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