Flotek Industries, Inc. Announces $16 Million Equity Private Placement and Amendment of Credit Facility
August 11 2009 - 9:33AM
PR Newswire (US)
HOUSTON, Aug. 11 /PRNewswire-FirstCall/ -- Flotek Industries, Inc.
(NYSE: FTK) today announced that it has entered into definitive
purchase agreements with accredited investors with respect to the
private placement of convertible preferred stock and warrants to
purchase shares of common stock, for gross proceeds of
approximately $16 million. In addition, Flotek announced that it
has entered into an amendment to its bank credit facility to waive
covenant violations and relax future financial covenant
requirements. Private Placement Flotek has entered into purchase
agreements to sell 16,000 units ("Units") at a price of $1,000 per
Unit. Each Unit is comprised of (i) one share of cumulative
redeemable convertible preferred stock, (ii) warrants to purchase
up to 155 shares of Flotek's common stock at an exercise price of
$2.31 per share and (iii) contingent warrants to purchase up to 500
shares of Flotek's Common Stock at an exercise price of $2.45 per
share. The closing and funding of the private placement is
scheduled to occur on or about August 11, 2009. The net proceeds
received by Flotek in the private placement will be approximately
$15 million. Flotek will use the net proceeds to reduce borrowings
under its bank credit facility, thereby providing additional
liquidity, and for general corporate purposes. Terms of the
Preferred Stock Each share of preferred stock has a dividend
preference of $1,000. Dividends on the preferred stock are payable
quarterly in cash or, at Flotek's option after obtaining
shareholder approval, in shares of Flotek common stock based on the
market value of such shares at the time the dividend is declared.
Dividends will accrue at the rate of 15% of the liquidation
preference per annum, and will be cumulative from the date on which
the preferred stock is issued. The dividend rate will increase to
17.5% if Flotek has not obtained shareholder approval of (1) the
contingent warrants described below, (2) the payment of dividends
on the preferred stock in shares of common stock, and (3) an
amendment to the company's certificate of incorporation increasing
the shares of authorized common stock ("Shareholder Approval")
within 120 days following the closing of the private placement,
will increase further to 20% if Shareholder Approval is not
obtained within 240 days, and will revert to 15% upon any
subsequent obtaining of such Shareholder Approval. Each share of
preferred stock will be convertible into 434.782 shares of common
stock (for a conversion price of $2.30 per share), subject to
adjustment in certain events. The preferred stock will, at Flotek's
option after Shareholder Approval, be automatically converted into
shares of common stock if the closing price of the common stock is
equal to or greater than 150% of the then current conversion price
for any 15 trading days during any 30 consecutive trading day
period. If the preferred stock automatically converts and Flotek
has not previously paid holders amounts equal to at least 8
quarterly dividends on the preferred stock, Flotek will also pay to
the holders, in connection with any automatic conversion, and
amount, in cash or shares of common stock (based on the market
value of the common stock), equal to 8 quarterly dividends less any
dividends previously paid to holders of the preferred stock.
Holders of the preferred stock will have no voting rights except as
provided by law and as provided in the certificate of designation
for the preferred stock. Holders of the preferred stock will have
voting rights with respect to issuances of other preferred stock
that is senior in rights to the preferred stock issued in the
private placement and to amendments to the Company's certificate of
incorporation or the certificate of designations governing the
preferred stock that would amend or adversely affect the rights of
the preferred stock. In addition, in the event that dividends are
not paid for any six quarters, whether or not consecutive, then the
number of directors that make up Flotek's Board of Directors will
be increased to permit the holders of the majority of the then
outstanding shares of preferred stock, voting separately as a
class, to elect two directors. Flotek will be required to make an
offer to the holders of the preferred stock to repurchase any or
all outstanding shares of preferred stock for cash at a price equal
to 110% the liquidation preference of the preferred stock, plus
accrued and unpaid dividends to the repurchase date, if Shareholder
Approval has not been obtained by June 30, 2011. Flotek may redeem
any of the preferred stock beginning on the third anniversary of
the closing of the private placement. The initial redemption price
will be 105% of the liquidation preference, declining to 102.5% on
the fourth anniversary of the closing, and to 100% on or after the
fifth anniversary of the closing, in each case plus accrued and
unpaid dividends to the redemption date. Terms of the Warrants Each
Unit sold in the private placement will include, in addition to one
share of preferred stock, (i) warrants to purchase up to 155 shares
of Flotek's common stock at an exercise price of $2.31 per share
(the "Exercisable Warrants") and (ii) contingent warrants to
purchase up to 500 shares of Flotek's Common Stock at an exercise
price of $2.45 per share (the "Contingent Warrants"). The
Exercisable Warrants will expire if not exercised within 60 months
after the closing of the private placement. Subject to shareholder
approval, the Exercisable warrants will contain anti-dilution price
protection in the event Flotek issues shares of Common Stock or
securities exercisable for or convertible into Common Stock at a
price per share less than the exercise price of the Exercisable
Warrants, subject to certain exceptions. The Contingent Warrants
will not be exercisable until after Shareholder Approval has been
obtained (but regardless of whether shareholders approve payment of
dividends on the preferred stock in shares of common stock). The
Contingent Warrants will be exercisable only for cash unless Flotek
is in breach of its obligations under the purchase agreements to
provide an effective registration statement for the resale of the
shares of common stock issuable upon exercise of the Contingent
Warrants. The Contingent Warrants will expire if not exercised
within the earlier of 60 months after Shareholder Approval or 98
months after the closing of the private placement. The Contingent
warrants will contain anti-dilution price protection in the event
Flotek issues shares of Common Stock or securities exercisable for
or convertible into Common Stock at a price per share less than the
exercise price of the Contingent Warrants, subject to certain
exceptions. Neither the Units nor the securities comprising the
Units have been registered under the Securities Act of 1933, as
amended, and may not be offered or sold in the United States absent
a registration statement or exemption from registration. This
notice is issued pursuant to Rule 135c under the Securities Act of
1933, as amended, and shall not constitute an offer to sell or the
solicitation of an offer to buy, nor shall there be any sale of
these securities in any state in which such offer, solicitation or
sale would be unlawful prior to the registration or qualification
under the securities laws of any such state. Amendment to Bank
Credit Facility In connection with the private placement described
above, Flotek has entered into an amendment to our bank credit
agreement, which will become effective upon the closing of the
private placement. This amendment (i) waives certain financial
covenant violations as of June 30, 2009, (ii) modifies certain of
the financial and other covenants going forward, (iii) permits us
to retain all of the net proceeds of the private placement, and
also retain under most circumstances any proceeds from the exercise
of any of the warrants issued in the private placement, and (iv)
permits us to pay dividends in cash on the preferred stock if the
Company's pro forma fixed charge coverage ratio is at least 1.50 to
1.00. About Flotek Industries, Inc. Flotek is a global developer
and distributor of innovative specialty chemicals and down-hole
drilling and production equipment. Flotek manages automated bulk
material handling, loading and blending facilities. It serves major
and independent companies in the domestic and international
oilfield service industry. Flotek Industries, Inc. is a publicly
traded company headquartered in Houston, Texas, and its common
shares are traded on the New York Stock Exchange under the ticker
symbol "FTK". For additional information, please visit Flotek's web
site at http://www.flotekind.com/. Forward-Looking Statements:
Certain statements set forth in this Press Release constitute
forward-looking statements (within the meaning of Section 27A of
the Securities Act of 1933 and Section 21E of the Securities
Exchange Act of 1934) regarding Flotek Industries, Inc.'s business,
financial condition, results of operations and prospects. Words
such as expects, anticipates, intends, plans, believes, seeks,
estimates and similar expressions or variations of such words are
intended to identify forward-looking statements, but are not the
exclusive means of identifying forward-looking statements in this
Press Release. Although forward-looking statements in this Press
Release reflect the good faith judgment of management, such
statements can only be based on facts and factors currently known
to management. Consequently, forward-looking statements are
inherently subject to risks and uncertainties, and actual results
and outcomes may differ materially from the results and outcomes
discussed in the forward-looking statements. Factors that could
cause or contribute to such differences in results and outcomes
include, but are not limited to, demand for oil and natural gas
drilling services in the areas and markets in which the Company
operates, competition, obsolescence of products and services, the
Company's ability to complete its proposed private placement or
otherwise obtain financing to support its operations, environmental
and other casualty risks, and the impact of government regulation.
Further information about the risks and uncertainties that may
impact the Company are set forth in the Company's most recent
filings on Form 10-K (including without limitation in the "Risk
Factors" Section) and Form 10-Q, and in the Company's other SEC
filings and publicly available documents. Readers are urged not to
place undue reliance on these forward-looking statements, which
speak only as of the date of this Press Release. The Company
undertakes no obligation to revise or update any forward-looking
statements in order to reflect any event or circumstance that may
arise after the date of this Press Release. DATASOURCE: Flotek
Industries, Inc. CONTACT: Flotek Industries, Inc. Investor
Relations, +1-713-849-9911 Web Site: http://www.flotekind.com/
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