Information is available here for our investors in our Bond Offerings and holders of our Preferred Shares
Events
Check Back soon for more events.
Upcoming Events
Investor Update
CFO Curtis Allen provides our 3rd Quarter, 2025 Earnings Report. Originally streamed on November 13th, 1:30 PM PST / 4:30 PM EST.
November 13, 2025
Bondholder Presentation
Investor Presentations
Documentation
The Board of Directors of Phoenix Energy directs the affairs of the Company and is committed to sound principles of corporate governance. The Board of Directors sets high standards for the Company’s employees, officers and directors. Documents included in this section provide ways for investors to understand the foundation of our corporate governances. These documents are subject to modification from time to time as the Board of Directors deems appropriate in the best interests of the Company or as required by applicable laws and regulations.
Stock information may be delayed up to 20 minutes or more.
Documentation
Phoenix Energy has engaged the following entity to act as its third-party transfer agent with respect to the 10% Series A Cumulative Redeemable Preferred Shares that are listed on the NYSE American under the symbol PHXE.P:
Equity Stock Transfer
237 W 37th Street, Suite 602
New York, NY 10018
Main: 212.575.5757
Fax: 347.584.3644
www.equitystock.com
303-376-9778
Interested Investors
303-376-9778
303-376-9778
GET THE ANSWERS YOU NEED
We use a fiscal year that aligns with the calendar year, ending on December 31.
You can find all our reports, quarterly report, current reports and other SEC filings here SEC.gov | EDGAR Full Text Search.
Phoenix Energy maintains a record of ownership, including contact information, for a record holder of its corporate bonds, handles any title transfers, pays interest and otherwise handles communications to holders regarding their bonds.
DISCLAIMER
This website contains forward-looking statements, which are statements regarding all matters that are not historical facts. They appear in a number of places throughout this website and include statements regarding Phoenix Energy’s current views, hopes, intentions, beliefs, or expectations concerning, among other things, its 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.
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. 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 its Final Offering Circular entitled “Risk Factors.”. Oral information provided in connection with presentations or discussions with investors may similarly include forward-looking statements. When considering forward-looking statements, you should keep in mind the risk factors and other cautionary statements included in this website, the Final Offering Circular and Phoenix Energy’s other filings with the SEC. You are cautioned that the forward-looking statements included in this website 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 speaks only as of the date on which it is made, and Phoenix Energy undertakes no obligation to publicly update any forward-looking statement except as may be required by law.
The Bonds are highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment is illiquid. The Preferred Shares are also highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment could be illiquid for an indefinite period of time. The Preferred Shares are listed on the NYSE American LLC (“NYSE American”) under the symbol “PHXE.P.” No assurance can be given that an active trading market for the Preferred Shares will develop. 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.
GET THE ANSWERS YOU NEED
Phoenix Energy may redeem the bonds issued pursuant to its Private Placement Offering and Registered Offering at the face value of the bond plus any accrued by unpaid interest.
No. We sell bonds directly to investors through our investor portal. We have a dedicated sales team that can assist you. Please contact [email protected]
Yes. We accept bond purchases through any domestic legal entity subject to verification of the organizational documentation, authority, and tax ID.
Of course. The investor relations team can be reached by phone (303) 376-9778 or email ([email protected]) anytime.
Absolutely. All of Phoenix’s investments are compatible with 401k accounts, Traditional IRAs, Roth IRAs, and Self-Directed IRAs. For specific questions about 401k or IRA eligibility, please contact [email protected].
Yes, Phoenix Energy provides a monthly statement and report to each bondholder. Your statement can be accessed and downloaded through the Phoenix Energy portal.
DISCLAIMER
This website contains forward-looking statements, which are statements regarding all matters that are not historical facts. They appear in a number of places throughout this website and include statements regarding Phoenix Energy’s current views, hopes, intentions, beliefs, or expectations concerning, among other things, its 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.
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. 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 its Final Offering Circular entitled “Risk Factors.”. Oral information provided in connection with presentations or discussions with investors may similarly include forward-looking statements. When considering forward-looking statements, you should keep in mind the risk factors and other cautionary statements included in this website, the Final Offering Circular and Phoenix Energy’s other filings with the SEC. You are cautioned that the forward-looking statements included in this website 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 speaks only as of the date on which it is made, and Phoenix Energy undertakes no obligation to publicly update any forward-looking statement except as may be required by law.
The Bonds are highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment is illiquid. The Preferred Shares are also highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment could be illiquid for an indefinite period of time. The Preferred Shares are listed on the NYSE American LLC (“NYSE American”) under the symbol “PHXE.P.” No assurance can be given that an active trading market for the Preferred Shares will develop. 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.
GET THE ANSWERS YOU NEED
Yes, the Preferred Shares are listed on the NYSE American and trade under the symbol “PHXE.P”
Equity Stock Transfer
237 W 37th Street, Suite 602
New York, NY 10018
Main: 212.575.5757
Fax: 347.584.3644
DISCLAIMER
This website contains forward-looking statements, which are statements regarding all matters that are not historical facts. They appear in a number of places throughout this website and include statements regarding Phoenix Energy’s current views, hopes, intentions, beliefs, or expectations concerning, among other things, its 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.
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. 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 its Final Offering Circular entitled “Risk Factors.”. Oral information provided in connection with presentations or discussions with investors may similarly include forward-looking statements. When considering forward-looking statements, you should keep in mind the risk factors and other cautionary statements included in this website, the Final Offering Circular and Phoenix Energy’s other filings with the SEC. You are cautioned that the forward-looking statements included in this website 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 speaks only as of the date on which it is made, and Phoenix Energy undertakes no obligation to publicly update any forward-looking statement except as may be required by law.
The Bonds are highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment is illiquid. The Preferred Shares are also highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment could be illiquid for an indefinite period of time. The Preferred Shares are listed on the NYSE American LLC (“NYSE American”) under the symbol “PHXE.P.” No assurance can be given that an active trading market for the Preferred Shares will develop. 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.
