Delixy Holdings Ltd（DLXY）資訊與事件DLXYDelixy Holdings Ltd

Delixy Signs LOI with Caog to Acquire 48% of Tarbagatay Munay

Delixy announced that it entered into a non-binding letter of intent, or LOI, with Caog, a Luxembourg registered company, for acquisition or merger of up to 48% of shares in Tarbagatay Munay, a Kazakhstan registered company and the subsoil user and operator of the oil and gas project of Sarybulak Oil Field in East Kazakhstan. Pursuant to the proposed terms of the LOI, Delixy intends to evaluate two potential transaction schemes: an acquisition of part or all of the equity of the project operating company to obtain the operating right, profit right and development right of the project; or an asset merger and restructuring involving the project's operational assets, pipeline facilities, mineral right reserves and production and operation business to realize integrated cooperative operation. The project is a gas and crude oil upstream exploitation and production company located approximately 90 kilometers from the China-Kazakhstan border, providing strategic access to one of the region's key energy transportation corridors. The project has maintained a stable and continuous supply of natural gas to China for more than thirteen years through a self-owned cross-border pipeline, delivering an aggregate of close to 4.0B cubic meters by the end of April. In addition to its established gas production operations, the project has recently expanded into crude oil production, with commercial oil sales commencing in the first quarter of 2026. TBM currently has approximately 100M metric tons of approved original oil in place recognized by the Kazakhstan Geological Committee. Ongoing geological exploration and resource evaluation activities have identified additional oil-bearing formations within the project area, which are expected to further enhance the project's resource scale and asset value.

Delixy Holdings Chairman Issues Letter to Shareholders

Delixy Holdings announced that Xie Dongjian, the Executive Chairman, Chief Executive Officer and Executive Director of the Company, has issued the following letter to shareholders. "Against a backdrop of evolving geopolitical dynamics and volatility in global energy markets, Delixy has continued to execute with discipline throughout 2025. Our established supply chain network and logistics capabilities in Southeast Asia, East Asia, and Middle East have enabled us to adapt to changing market conditions while maintaining reliable delivery for customers... With global energy markets entering a period of heightened uncertainty due to geopolitical tensions, supply chain disruptions, and evolving renewable energy policies, companies with flexible supply chains, diversified sourcing relationships, and strong logistics capabilities are increasingly well positioned to navigate such market volatility... Strategic Outlook for 2026: Portfolio Diversification and Supply Chain Stability... In response to the dynamic geopolitical and energy trading conditions, we remain committed to maintaining supply chain stability and ensuring reliable delivery of our products and services to our customers.... We also plan to expand into the LNG trading business, with the first initiative targeting China's LNG import market. As one of the world's largest LNG importers, China continues to experience strong demand for natural gas... In addition to expanding our energy trading activities, we are also exploring opportunities to participate in the renewable energy sector. Global demand for renewable energy continues to grow rapidly as governments and industries accelerate the transition toward lower-carbon energy systems... With a solid foundation laid, we look ahead with confidence. We believe firmly in Delixy's ability to thrive in the evolving global energy markets and deliver lasting value to you - our shareholders. "

Delixy opens at $4.00, IPO priced at $4.00

Delixy priced its initial public offering of 2M shares at a public offering price of $4.00. The stock is listed on the Nasdaq under the ticker symbol "DLXY." The offering is being conducted on a firm commitment basis. Bancroft Capital is acting as the sole lead underwriter. Delixy is a Singapore-based company principally engaged in the trading of oil-related products.