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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934

 

 

 

Date of Report (Date of earliest event reported): December 15, 2022

 

 

 

Granite Ridge Resources, Inc.

(Exact name of registrant as specified in its charter)

 

Delaware 001-41537 88-2227812

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

     

5217 McKinney Avenue, Suite 400

Dallas, Texas

 

75205

(Address of principal executive offices) (Zip Code)
       

(214) 396-2850

(Registrant’s telephone number, including area code)

 

Not Applicable

(Former name or former address, if changed since last report.)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
   
¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
   
¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
   
¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class Trading Symbol(s) Name of each exchange on which registered
Common stock, par value $0.0001 per share GRNT New York Stock Exchange
Warrants to purchase Common Stock, each whole warrant exercisable for one share of common stock at an exercise price of $11.50 per share GRNT WS New York Stock Exchange

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company x

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

 

 

 

 

Item 8.01Other Events.

 

On December 15, 2022, Granite Ridge Resources, Inc. (the “Company”) announced that its Board of Directors has approved a stock repurchase program. Under the repurchase program, management is authorized to repurchase up to $50 million of the Company’s common stock through December 31, 2023. The program may be limited or terminated at any time without prior notice, but, with no further action by the Board of Directors of the Company, the stock repurchase program will terminate on December 31, 2023.

 

Under the stock repurchase program, shares of common stock may be repurchased by the Company from time to time in open market transactions or in privately negotiated transactions as permitted under applicable rules and regulations. Repurchases may be conducted, suspended, or terminated at any time without notice. The extent to which the Company repurchases its shares and the timing of such repurchases will depend upon market conditions and other considerations as may be considered in the Company’s sole discretion.

 

The Company also announced that its Conflicts Committee of the Board of Directors approved a waiver of certain lock-up transfer restrictions pursuant to that certain Registration Rights and Lock-Up Agreement dated as of October 24, 2022 by and among the Company and certain stockholders named therein, with respect to 9,507,742 shares of common stock currently owned by GREP Holdco II LLC and 14,050,471 shares of common stock currently owned by GREP Holdco II-B Holdings, LLC.

 

A copy of the press release is attached as Exhibit 99.1 to this report and is incorporated herein by reference.

 

Item 9.01Financial Statements and Exhibits.

 

(d) Exhibits.

 

Exhibit No.   Description
99.1*   Press Release of Granite Ridge Resources, Inc., dated as of December 15, 2022.
104   Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

*Filed herewith

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

    GRANITE RIDGE RESOURCES, INC.
     
Date: December 15, 2022 By: /s/ Luke C. Brandenberg
    Name: Luke C. Brandenberg
    Title: President and Chief Executive Officer

 

 

 

Exhibit 99.1

 

 

 

December 15, 2022

 

Granite Ridge Resources, Inc. Announces Stock Repurchase Program and

Lock-Up Waiver for Certain Previously Issued Shares

 

DALLAS, Texas, December 15, 2022 – Granite Ridge Resources, Inc. (NYSE: GRNT) (“Granite Ridge” or the “Company”) today announced that the Board of Directors has approved a stock repurchase program authorizing management of the Company to repurchase up to $50 million of the Company’s common stock through December 31, 2023. The Company also announced that the Conflicts Committee of the Board of Directors has waived certain lock-up transfer restrictions contained in the Company’s Registration Rights and Lock-Up Agreement with certain of the Company’s stockholders as it relates to approximately 23.6 million shares of Granite Ridge common stock (the “Grey Rock Fund II Shares”) held by private equity funds managed by Grey Rock Energy Management (“Grey Rock”).

 

Under the stock repurchase program, Granite Ridge will repurchase shares of its common stock from time to time in open market transactions or in privately negotiated transactions as permitted under applicable rules and regulations. The Board of Directors of the Company may limit or terminate the stock repurchase program at any time without prior notice, but, with no further action of the Board of Directors of the Company, the stock repurchase program will terminate on December 31, 2023. The extent to which the Company repurchases its shares of common stock, and the timing of such repurchases, will depend upon market conditions and other considerations as may be considered in the Company’s sole discretion.

 

The Grey Rock Fund II Shares are currently held by certain funds managed by Grey Rock. Once the resale of such Grey Rock Fund II Shares is registered pursuant to the Company’s Form S-1 registration statement with the Securities and Exchange Commission, the waiver of the lock-up transfer restrictions for the Grey Rock Fund II Shares will allow Grey Rock to distribute the Grey Rock Fund II Shares from the funds to the underlying investors in the funds who may then resell such shares. The Grey Rock Fund II Shares represent approximately 18% of the currently issued and outstanding shares of Granite Ridge’s common stock. The chart below evidences the current ownership of Company common stock by the public and funds managed by Grey Rock as well as the remaining lock-up transfer restrictions for such Company common stock.

 

Granite Ridge Shares Outstanding as of 12/14/2023

 
Holder  Lock-Up  Shares
Outstanding
   % of Shares
Outstanding
 
Publicly Held Shares (1)  None   14,613,164    11%
Grey Rock Fund II (2)  None   23,601,149    18%
Grey Rock Fund III (3)  Thru 4/22/2023   95,080,584    71%
       133,294,897    100%

 

1. 371,518 shares are subject to potential forfeiture.
2. GREP Holdco II LLC, GREP Holdco II-B Holdings, LLC, Grey Rock Energy Partners GP II-A, L.P., and Grey Rock Energy Partners GP II-B, L.P.
3. GREP Holdco III-A LLC and GREP Holdco III-B Holdings LLC.

 

 

 

“Today’s announcement reflects Granite Ridge’s desire to increase trading volume and public float in the Company over time while reflecting our ongoing commitment to enhance value for our stockholders,” said Luke Brandenberg, Granite Ridge’s President and Chief Executive Officer. Mr. Brandenberg continued, “Over time, we expect Grey Rock to distribute shares held by the funds it manages to the individual investors in those funds in an orderly fashion to increase our public company float, which is an important long-term goal for Granite Ridge. Using a portion of our cash flow from operations, we can make opportunistic stock repurchases that we believe will enhance value for our stockholders as Grey Rock continues to distribute the shares that it manages for its funds.”

 

About Granite Ridge

 

Granite Ridge is a scaled, non-operated oil & gas exploration and production company. We invest in a diversified portfolio of production and top-tier acreage across the Permian and four other prolific U.S. basins in partnership with proven operators. We create value by generating sustainable full-cycle risk adjusted returns for investors, offering a rewarding experience for our team, and delivering reliable energy solutions to all – safely and responsibly. For more information, visit Granite Ridge’s website at www.graniteridge.com.

 

Forward-Looking Statements

 

This press release contains forward-looking statements regarding future events and future results that are subject to the safe harbors created under the Securities Act of 1933 (the “Securities Act”) and the Securities Exchange Act of 1934 (the “Exchange Act”). All statements other than statements of historical facts included in this release regarding Granite Ridge’s financial position, operating and financial performance, business strategy, and plans and objectives of management for future operations are forward-looking statements. When used in this release, forward-looking statements are generally accompanied by terms or phrases such as “estimate,” “project,” “predict,” “believe,” “expect,” “continue,” “anticipate,” “target,” “could,” “plan,” “intend,” “seek,” “goal,” “will,” “should,” “may” or other words and similar expressions that convey the uncertainty of future events or outcomes. Items contemplating or making assumptions about actual or potential trends or operating results also constitute such forward-looking statements.

 

Forward-looking statements involve inherent risks and uncertainties, and important factors (many of which are beyond Granite Ridge’s control) that could cause actual results to differ materially from those set forth in the forward-looking statements, including the following: changes in Granite Ridge’s strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects and plans, changes in current or future commodity prices and interest rates, fluctuations in prices for our securities, supply chain disruptions, infrastructure constraints and related factors affecting our properties, expansion plans and opportunities, operational risks including, but not limited to, the pace of drilling and completions activity on our properties, changes in the markets in which Granite Ridge competes, geopolitical risk and changes in applicable laws, legislation, or regulations, including those relating to environmental matters, cyber-related risks, the fact that reserve estimates depend on many assumptions that may turn out to be inaccurate and that any material inaccuracies in reserve estimates or underlying assumptions will materially affect the quantities and present value of the Granite Ridge’s reserves, the outcome of any known and unknown litigation and regulatory proceedings, legal and contractual limitations on the payment of dividends, limited liquidity and trading of Granite Ridge’s securities, acts of war or terrorism and market conditions and global, regulatory, technical, and economic factors beyond Granite Ridge’s control, including the potential adverse effects of the COVID-19 pandemic, or another major disease, affecting capital markets, general economic conditions, global supply chains and Granite Ridge’s business and operations.

 

Granite Ridge has based these forward-looking statements on its current expectations and assumptions about future events. While management considers these expectations and assumptions to be reasonable, they are inherently subject to significant business, economic, competitive, regulatory, and other risks, contingencies, and uncertainties, most of which are difficult to predict and many of which are beyond Granite Ridge’s control. Granite Ridge does not undertake any duty to update or revise any forward-looking statements, except as may be required by the federal securities laws.

 

Investor and Media Contact: [email protected] – 214.396.2850