Phoenix Energy Launches Updated Bondholder Portal

Rhea-AI Summary

Phoenix Energy (NYSE American: PHXE) launched an updated Bondholder Portal, rolling out beginning March 18, 2026, to support bondholders and prospective purchasers participating in its Form S-1 registered offering and Rule 506(c) private placement.

The update adds a newsfeed, streamlined account management, upgraded data infrastructure, and UX improvements to serve more than 6,000 bondholders and enable faster future enhancements. Bondholders with questions are directed to phoenixenergy.com/contact.

Key Figures

Portal rollout date: March 18 Portal update year span: five years Bondholders count: more than 6,000 bondholders +5 more

8 metrics

Portal rollout date March 18 Updated Bondholder Portal began rolling out

Portal update year span five years Time spent building and refining portal technology

Bondholders count more than 6,000 bondholders Investors who purchased corporate bonds from Phoenix Energy

New portal scale focus growing investor base Platform built to better support scale as bondholders grew

Form S-1 offering Form S-1 registered offering Bonds offered pursuant to effective registration statement

Rule 506(c) offering Rule 506(c) private placement Parallel private placement under Regulation D

Newsfeed feature company newsfeed added New portal includes newsfeed with company updates

User experience focus more intuitive experience Design focused on easier navigation and actions for investors

Market Reality Check

normal vol

Market Pulse Summary

This announcement describes a technology and usability upgrade to Phoenix Energy’s Bondholder Portal...

Analysis

This announcement describes a technology and usability upgrade to Phoenix Energy’s Bondholder Portal, supporting more than 6,000 bondholders across its Form S-1 registered and Rule 506(c) private placement offerings. The focus is on scale, data infrastructure, and navigation for managing bond investments. In context of recent filings detailing rapid operational growth and higher leverage, investors may watch how effectively these systems support capital-raising and ongoing communication with the expanding bondholder base.

Key Terms

registered offering, form s-1, prospectus, private placement, +2 more

6 terms

registered offering regulatory

"bondholders participating in the Company’s registered offering pursuant to an effective"

A registered offering is the public sale of a company’s stocks or bonds that has been filed with and approved by the securities regulator, accompanied by an official disclosure document (prospectus). It matters to investors because the required disclosures provide a clear, regulator‑approved “brochure” about the deal — helping buyers assess risk, potential dilution of existing shares, and how the company plans to use the proceeds, similar to reading a menu before ordering.

form s-1 regulatory

"pursuant to an effective registration statement on Form S-1 (including a prospectus)"

A Form S-1 is the registration filing a company submits to the U.S. Securities and Exchange Commission when it plans to offer stock to the public, most commonly for an initial public offering. Think of it as the company’s full disclosure packet or blueprint: it contains audited financials, business description, management background, risk factors and details of the offering, giving investors the information needed to judge the company’s financial health and potential risks before buying shares.

prospectus regulatory

"registration statement on Form S-1 (including a prospectus) filed with the SEC"

A prospectus is a detailed document that explains a company's plans for offering new shares or investments to the public. It’s important because it provides potential investors with key information about the company’s business, risks, and how they might make money, helping them decide whether to invest. Think of it as a guidebook for understanding what you're buying into.

private placement financial

"and private placement offering under Rule 506(c) of Regulation D"

A private placement is a way for companies to raise money by selling securities directly to a small group of investors instead of through a public offering. This process is often quicker and less regulated, making it similar to offering a special, exclusive investment opportunity to select individuals or institutions. For investors, it can provide access to unique investment options that are not available on public markets.

rule 506(c) regulatory

"private placement offering under Rule 506(c) of Regulation D"

A SEC rule that lets companies publicly advertise private securities offerings, provided they sell only to accredited investors and take reasonable steps to verify buyers’ financial status. Think of it like a public event that still requires checking IDs and qualifications at the door: it widens a company’s pool of potential backers but requires stricter verification to protect less-experienced investors. For investors, it signals easier deal access but also higher due diligence responsibility.

regulation d regulatory

"private placement offering under Rule 506(c) of Regulation D"

Regulation D is a set of rules that govern how companies can raise money from investors without going through the full process required for public stock offerings. It provides simplified options for private placements, making it easier for companies to seek investments from a smaller group of investors. For investors, it offers opportunities to invest in private companies, often with fewer restrictions, but also with different levels of risk and disclosure.

AI-generated analysis. Not financial advice.

IRVINE, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Phoenix Energy One, LLC, (“Phoenix Energy” or the “Company”), an energy company (NYSE American: PHXE.P) focused on oil and gas exploration and production across key U.S. basins, with a primary footprint in the Williston Basin in North Dakota and Montana, launched a major update to its Bondholder Portal on Wednesday, March 18, to better serve bondholders and prospective bondholders participating in the Company’s registered offering pursuant to an effective registration statement on Form S-1 (including a prospectus) filed with the SEC and private placement offering under Rule 506(c) of Regulation D.

Supporting bondholders at scale requires thoughtful systems and reliable service. Over the past five years, Phoenix Energy has continued to build and refine its technology designed to support investors in its bond offerings. This latest portal update reflects that ongoing investment in what we believe is usability, convenience, and security for the more than 6,000 bondholders who have purchased corporate bonds from Phoenix Energy.

“We’ve learned a tremendous amount from our existing bondholders about the information and features they want to see when making investments or managing their investments with us,” said Kris Woods, Chief Technology Officer. “Our team used that feedback, along with user data, to build an experience that is more intuitive and more helpful.”

Rather than rely entirely on off-the-shelf software for the portal, Phoenix Energy chose early on to develop a more customized solution for its offerings as compared to what was publicly available. Over time, the Company has continued to improve the technology and interface to better support its growing investor base and debt offerings.

“We quickly ran into limitations when trying to adapt existing software products to our needs,” said Software Engineer Kristian Fulkerson, a key architect of the new platform release. “This latest update to our platform was built to better support scale and address challenges we encountered as our number of unique bondholders grew.”

The launch also included important work behind the scenes that is not clearly visible to a user. As part of the new portal development, the team updated parts of its data infrastructure and improved internal development processes to allow for faster enhancements in the future and provide a more flexible user experience over time.

User experience for the release was led by UX specialist and Product Designer Hamayun Zafar, whose work focused on helping bondholders and prospective bondholders more easily find useful information and take important actions within the portal. New features include a newsfeed with updates from the Company (that can also be found on our main website), along with enhancements that make it easier for current bondholders to manage their existing investments.

“We wanted the new experience to feel more intuitive from the moment an investor logs in,” said Zafar. “Our focus was on helping investors quickly find the information they need and take the desired action more easily.”

The updated Phoenix Energy Bondholder Portal began rolling out on Wednesday, March 18, with additional minor improvements planned in the near future. Phoenix Energy’s existing bondholders will see a more streamlined experience designed to help them stay informed and manage their bond investments more easily.

The new portal marks another step in Phoenix Energy’s ongoing effort to improve the experience for the thousands of existing bond investors who have participated in its bond offerings and look for timely information, accessible tools, and support. Bondholders and prospective purchasers of bonds in our debt offerings with questions about the new portal or Phoenix Energy’s bond offerings are encouraged to contact the team through the Company’s contact page at phoenixenergy.com/contact.

About Phoenix Energy One, LLC (NYSE American: PHXE.P)

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/.

Contact

Company: Phoenix Energy One, LLC
Email: InvestorRelations@phoenixenergy.com
Address: 18575 Jamboree Road, Suite 830, Irvine, CA 92612
Phone: 949-416-5037

Forward Looking Statements

This press release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995, which are statements regarding all matters that are not historical facts. Forward-looking statements may be identified using words such as “estimate,” “plan,” “project,” “forecast,” “intend,” “will,” “expect,” “anticipate,” “believe,” “seek,” “target” or other similar expressions that predict or indicate future events or trends or that are not statements of historical facts. Forward-looking statements in this release include, but are not limited to, our expectations regarding the updated bondholder portal.

Forward-looking statements are based on Phoenix Energy’s beliefs, assumptions, and expectations, taking into account currently known market conditions and other factors. Phoenix Energy’s ability to predict results or the actual effect of future events, actions, plans, or strategies is inherently uncertain and involves certain risks and uncertainties, many of which are beyond its control. Phoenix Energy’s actual results and performance could differ materially from those set forth or anticipated in its forward-looking statements. You are cautioned that the forward-looking statements contained in this press release are not guarantees of future performance, and we cannot assure you that such statements will be realized or that the forward-looking events and circumstances will occur. All forward-looking statements in this press release are made only as of the date of this press release, based on information available to Phoenix Energy as of the date of this press release, and you are cautioned not to place undue reliance on forward-looking statements considering the risks and uncertainties associated with them.

Actual results may differ materially from these expectations due to changes in global, regional, or local economic, business, competitive, market, regulatory, and other factors, many of which are beyond our control. Management believes that these factors include but are not limited to the risk factors the Company has identified in our annual report filed on Form 10-K under “Risk Factors.” Risk Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. The Company may not actually achieve the plans, intentions or expectations disclosed in such forward-looking statements and you should not place undue reliance on the Company’s forward-looking statements. The Company undertakes no obligation to publicly update or revise any forward-looking statement, whether because of new information, future developments or otherwise, except as may be required by any applicable securities laws.

IMPORTANT DISCLOSURE

Phoenix Energy One, LLC (“Phoenix”) is conducting offerings of debt securities pursuant to (i) an exemption from registration provided by Rule 506(c) of Regulation D (the “Private Placement Offering”) of the Securities Act of 1933, as amended (the “Act”) and (ii) an effective registration statement on Form S-1 under the Act (including a prospectus) filed with the Securities and Exchange Commission (the “SEC”) (the “Registered Offering”). The debt securities are offered through Dalmore Group, LLC, a member of FINRA/SIPC (finra.org/sipc.org), who is not affiliated with Phoenix although certain non-executive personnel of Phoenix are registered representatives of Dalmore. Only “accredited investors”, as such term is defined in Rule 501(a) of Regulation D of the Act, may invest in the Private Placement Offering. Participation in any of the offerings is subject to certain criteria, including meeting general suitability requirements. Before investing, investors should read all of the offering documentation for the relevant offering, including, the prospectus for the Registered Offering, and all documents Phoenix has filed with the SEC, which you may get for free by visiting EDGAR on the SEC’s website at sec.gov. Alternatively, Phoenix or Dalmore will arrange to send you any applicable offering documents you request at phxoffering.com. The securities offered are speculative, unsecured, illiquid, and you may lose some or all of your investment. Past performance is not indicative of future results. This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities, and shall not constitute an offer, solicitation, or sale of any security, in any jurisdiction in which such offering, solicitation, or sale would be unlawful.

FAQ

What did PHXE announce about its Bondholder Portal on March 18, 2026?

PHXE launched an updated Bondholder Portal on March 18, 2026 with UX and infrastructure improvements. According to the company, the release adds a newsfeed, easier account management, and backend data upgrades to better serve over 6,000 bondholders and prospective purchasers.

How does the PHXE Bondholder Portal update affect current bondholders?

Current bondholders will see a more streamlined and intuitive portal experience for managing bonds. According to the company, enhancements include faster navigation, improved account tools, and a newsfeed to help investors find updates and take actions more easily.

Is the PHXE portal update tied to a securities offering or filing?

Yes. The portal supports bondholders participating in PHXE’s registered offering under a Form S-1 and a Rule 506(c) private placement. According to the company, the portal aims to scale service and support for investors in those debt offerings.

What technical changes did PHXE implement in the March 18, 2026 portal release?

PHXE updated its data infrastructure and internal development processes to allow faster enhancements and flexibility. According to the company, this behind-the-scenes work supports scalability and future feature rollouts for bondholder services.

Where can PHXE bondholders get help or ask questions about the new portal?

Bondholders and prospective purchasers should contact PHXE via the company contact page at phoenixenergy.com/contact for portal questions. According to the company, the contact page is the recommended channel for support and inquiries about bond offerings.