Phoenix Energy Announces Phoenix Flex Junior Secured Notes™ with 6–7% Annual Interest Rates
Rhea-AI Summary
Phoenix Energy (PHXE) launched its registered Phoenix Flex Junior Secured Notes™ after SEC effectiveness of its registration statement. The notes offer fixed annual interest rates of 6.00%–7.00%, a $1,000 minimum investment, and multiple redemption options.
Investors can choose five Set Put Intervals of 3, 6, 9, 12, or 18 months, matching Set Put Dates when they may request partial or full redemption without penalties. The notes are structured as Senior Subordinated Junior Lien Notes, secured on a junior basis by mortgages on certain oil and gas properties. Net proceeds are expected to fund drilling, exploration, mineral rights and non-operated working interest acquisitions, and working capital.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Positive
- SEC effectiveness enables Phoenix Energy to offer Phoenix Flex Notes to income-focused investors
- Fixed annual interest rates between 6.00% and 7.00% depending on Set Put Interval
- Investor-controlled Set Put Intervals of 3, 6, 9, 12, or 18 months for penalty-free redemption opportunities
- Minimum purchase amount of $1,000 broadens accessibility to smaller investors
- Notes secured by mortgages on certain oil and gas properties, subject to the Indenture and Loan-to-Value Ratio
- Net proceeds earmarked for drilling, exploration, acquisitions, and working capital to support operations
Negative
- Notes are described as Senior Subordinated Junior Lien, indicating security on a junior basis to other liens
- Additional redemption options are limited by specific conditions and terms in the prospectus
Key Figures
Key Terms
registration statement regulatory
senior subordinated junior lien notes financial
loan-to-value ratio financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
IRVINE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Phoenix Energy One, LLC ("Phoenix Energy" or the "Company"), an energy company focused on oil and gas exploration and production across key U.S. basins, today announced that the U.S. Securities and Exchange Commission has declared effective the Company’s registration statement for Phoenix Flex Junior Secured Notes™ ("Phoenix Flex"), a new registered offering designed to give income-focused investors more flexibility and control over how and when they can look to access their capital. Information about the new registered offering is available at https://phoenixenergy.com/flex-notes/.
Investors choosing Phoenix Flex Notes can select from five "Set Put Intervals" of three, six, nine, twelve, or eighteen months corresponding to "Set Put Dates" where they can request redemption of a portion or all of their outstanding investment without penalty or fees charged. The Notes, depending on the Set Put Interval selected, have a fixed annual interest rate ranging from
Additional redemption options are available subject to the terms described in the prospectus.
"Investors want two things right now: meaningful returns and real flexibility. Phoenix Flex is built to deliver both. We designed this product as an alternative to the short-term options investors already have, but backed by hard collateral and terms that put control back in the investor’s hands," said Adam Ferrari, Chief Executive Officer of Phoenix Energy.
As described in the Company’s registration statement filed with the SEC, Phoenix Flex Notes are formally structured as "Senior Subordinated Junior Lien Notes," secured on a junior basis by mortgages on certain of its oil and gas properties, subject to the Indenture and the Loan-to-Value Ratio described in the prospectus.
Net proceeds from Phoenix Flex Notes are expected to support drilling and exploration operations, mineral rights and non-operated working interest acquisitions, and working capital needs for the Company.
About Phoenix Energy One, LLC
Phoenix Energy One, LLC, doing business as Phoenix Energy, is an energy company formed in 2019. The company is focused on oil and gas exploration and production across key U.S. basins, with a primary footprint in the Williston Basin of North Dakota and Montana. Phoenix Energy operates under a differentiated three-pronged strategy of direct drilling, royalty acquisition, and non-operated working interests. For more information on Phoenix Energy, please visit our website at https://phoenixenergy.com/.
Disclaimer
This press release does not constitute an offer to sell, nor a solicitation of an offer to buy, any securities. Phoenix Flex Notes are offered through Crescent Securities Group, Inc., member FINRA/SIPC, pursuant to the corresponding registration statement and prospectus , and only where lawful. Prospective investors should carefully review the registration statement and the other documents Phoenix Energy has filed with the SEC, which may be obtained for free by visiting EDGAR on the SEC’s website at www.sec.gov prior to making any decision to invest. These documents may also be obtained at phxoffering.com. Investing involves risk. Past performance does not guarantee future results.
Forward Looking Statements
This press release contains forward-looking statements, which are statements not of historical facts and include statements regarding Phoenix Energy’s current views, hopes, intentions, beliefs, or expectations concerning, among other things, Phoenix Energy’s results of operations, financial condition, liquidity, prospects, growth, strategies, and position in the markets and the industries in which its operates. These forward-looking statements are generally identifiable by forward looking terminology such as “expect,” “believe,” “anticipate,” “outlook,” “could,” “target,” “project,” “intend,” “plan,” “seek,” “estimate,” “should,” “will,” “approximately,” “predict,” “potential,” “may,” and “assume,” as well as variations of such words and similar expressions referring to the future.
Factors that could cause Phoenix Energy’s actual results to differ materially from the expectations described in the forward-looking statements include, but are not limited to, the factors described in the prospectus entitled “Risk Factors.” forward-looking statements included in this press release are not guarantees of future performance, and there can be no assurance that such statements will be realized or that the forward-looking events and circumstances will occur. Any forward-looking statement made by Phoenix Energy in this press release speaks only as of the date of this press release, and Phoenix Energy undertakes no obligation to publicly update any forward-looking statement except as may be required by law.
Contact
Company: Phoenix Energy One, LLC
Email: InvestorRelations@phoenixenergy.com
Address: 18575 Jamboree Road, Suite 830, Irvine, CA 92612
Phone: 949-416-5037
