Invest with Phoenix Energy

Overview of Investment Offerings

• Private Placement Offerings:

  • Exempt from Securities Act registration.
  • Only available to accredited investors as defined in Rule 501 of Regulation D.
  • Details on accreditation requirements are available on their website.
  • Access to a private placement memorandum online.

• Registered Offering:

  • Available under effective registration statement filed with the SEC.
  • Only for investors meeting specific financial suitability criteria.
  • Eligibility details in the prospectus available on www.sec.gov.

Investment Process

• Verification: The company uses various means to verify investor suitability, particularly for debt offerings.
• Advertising: Utilizes internet, social media, seminars/webinars, and print for advertising.
• Supporting Materials: Investors provide documentation to verify accredited status.

Legal and Financial Disclosures

• Securities Offered by Dalmore Group, LLC: Member of FINRA/SIPC, not affiliated with Phoenix Energy.
• Information Accuracy:
  • Information from the company may not be comprehensive or independently audited.
  • No guarantee on the fairness, reasonableness, or accuracy of the information.
  • Forward-looking statements based on management's current expectations, subject to change and risks.

Reserve and Resource Estimates

• SEC Guidelines: Disclosure of proved reserves allowed, but not unaudited estimates.
• Internal Estimates: Not audited by independent firms and subject to change.

Financial Measures

• Non-GAAP Financial Measures: The use of EBITDA as a supplemental performance measure.
  • Provides trends by excluding items not indicative of core operations.
  • Not a substitute for GAAP measures of performance.

Trademarks and Rights

• Phoenix Energy Trademarks: Company asserts rights to trademarks even if symbols like ®, TM, and SM are not displayed.
• Other Companies' Trademarks: Usage does not imply endorsement.