24 June 2014

Greymouth Petroleum: Sturgess v. Dunphy

The Court of Appeal has set parameters for warring parties within dysfunctional Greymouth Petroleum to negotiate the sale of a 13.8 per cent stake held by former chief operating officer John Sturgess after the court ruled Sturgess failed to do his job properly.
Greymouth is a closely held company with extensive oil and gas interests in New Zealand and Chile.  Joint venture investors fell out with Mr Sturgess after complaints he was incurring expenditure without authority, was failing to properly report to the board and was proving misleading and evasive when asked to account for company performance.
Mr Sturgess was initially willing to sell his stake to the remaining joint venture participants but later changed his mind, fearing the value placed on his shares would not price in expectations of future profitability for Greymouth’s Chilean prospects.
Founded in 2002, Greymouth Petroleum is owned 13.8% by interests associated with Mr Sturgess; 52.1% by interests associated with Mark Dunphy (who is executive chairman); and 34% by Peter Masfen.  By 2011, Mr Sturgess was estranged from his joint venture partners.  The court was told Mr Sturgess was aggrieved that he had not been given an enhanced shareholding in a Chilean venture.  Messrs Dunphy and Masfen said they fell out because Mr Sturgess began to act unilaterally and irresponsibly.
Mr Sturgess had taken to secretly recording meetings with fellow directors.  At a tense board meeting in February 2011, directors attempted without success to have Mr Sturgess take a three month “holiday” from his position as chief operating officer.
After a seven week High Court trial, Justice Gilbert ruled Mr Sturgess was primarily to blame for the dysfunctional relationship: he had failed to report properly to the board and to Mr Dunphy; he had conducted drilling and exploration operations without approval and sometimes negligently; and he had committed the company to unauthorised capital expenditure. 
Several instances stood out.  In 2009, Mr Sturgess approved a fracking operation at a Taranaki drill site without board approval and contrary to professional advice.  The well was not suited to fracking.  The operation wasted one million dollars.  In respect of a 2010 seismic survey in Taranaki,  Mr Sturgess  unilaterally committed the company to costs of a survey which later proved to be wasted and then in turn threw good money after bad by trying to rework the data.  In relation to operations in Chile, there was evidence of Mr Sturgess failing to keep the board informed of operational problems which had arisen at various sites.
In the High Court, Mr Sturgess said he would step down as director and was willing to sell his 13.8% stake in the company, provided he got fair market value.  Six months later in the Court of Appeal, he wanted to hold on to his shares as a passive investor.  The court was told there were already differences of opinion over Greymouth’s dividend policy.
The Court of Appeal ruled that the only way forward was to have Mr Sturgess exit from the company and sell his shares.  It applied the terms of the shareholder agreement signed by each of the three investors when the company was formed: the fair value of the shares was to be fixed by an arbitrator; Messrs Dunphy and Masfen could purchase Mr Sturgess’ shares at this price; if they did not purchase, Mr Sturgess was free to offer the shares to anyone else at the same price.  If Mr Sturgess seeks to offer the shares to a third party at a lower price than the arbitrated fair value, Messrs Dunphy and Masfen have the right to buy at this more favourable price.
Sturgess v. Dunphy – Court of Appeal (24.6.14)
14.026