SCHEDULE: Bluescape Group Maintains 15.7% Stake in Riley Exploration Permian

Bluescape Energy Partners and affiliated entities reaffirm their significant 15.7% beneficial ownership in Riley Exploration Permian, Inc. through an amended Schedule 13D filing.

Summary

• Bluescape Riley Exploration Holdings LLC and its affiliated entities (collectively, the "Reporting Persons") beneficially own 3,451,122 shares of Riley Exploration Permian, Inc. Common Stock.
• This represents approximately 15.7% of the Issuer's total outstanding Common Stock.
• The beneficial ownership percentage is based on 21,968,906 shares outstanding as of October 31, 2025, as reported in the Issuer's Form 10-Q filed on November 5, 2025.
• C. John Wilder, Jr., as Executive Chairman of Bluescape Resources, has the power to direct the affairs of Bluescape Resources and ultimate authority to appoint its Management Committee members.
• The Reporting Persons are primarily engaged in the business of investing in private oil and gas assets.
• Transactions by the Reporting Persons in the Issuer's Common Stock during the past sixty days were carried out in open market transactions, as detailed in Exhibit 99.1.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive update, primarily a routine disclosure of a significant, stable ownership stake by an investment group specializing in the sector, without new material operational or financial information.

Positives

• The continued significant stake by Bluescape Energy Partners, an entity focused on oil and gas investments, may signal ongoing confidence in Riley Exploration Permian's long-term value and strategic direction.
• None of the Reporting Persons have been convicted in a criminal proceeding or been a party to a civil proceeding resulting in a judgment enjoining future violations of securities laws during the last five years.

Negatives

• The filing itself does not present explicit negative financial or operational information about Riley Exploration Permian.

Risks

• Concentrated ownership by a single group, while potentially beneficial, can also introduce governance risks if the interests of the large shareholder diverge significantly from those of other shareholders.

Future Outlook

The filing does not provide specific forward-looking statements or guidance regarding Riley Exploration Permian, Inc.'s operational or financial performance. It primarily details the current beneficial ownership stake of the Reporting Persons.

Management Comments

• "C. John Wilder, Jr. has the power to direct the affairs of Bluescape Resources as its Executive Chairman and has ultimate authority to appoint the members of the Management Committee of Bluescape Resources."

Industry Context

StockSavvy.ai notes that significant ownership stakes by investment firms specializing in oil and gas, such as Bluescape Energy Partners, are common in the energy sector. These firms often take active roles or maintain substantial positions to influence strategic direction or capitalize on perceived undervaluation within the volatile energy market. This filing indicates a continued, stable, and substantial investment in Riley Exploration Permian, suggesting Bluescape's ongoing commitment to the company within the broader oil and gas landscape.

Stakeholder Impact

• Shareholders: The continued significant stake by Bluescape Energy Partners could be seen as a vote of confidence, potentially stabilizing the stock or influencing future strategic decisions.

Next Steps

• The filing does not explicitly state any future actions or milestones for Riley Exploration Permian or the Reporting Persons beyond the ongoing beneficial ownership.

Key Dates

Recommendation

The filing is a routine amendment to a Schedule 13D, confirming a significant, stable ownership stake by Bluescape Energy Partners in Riley Exploration Permian. It does not contain new material information regarding the issuer's financial performance, strategic direction, or operational outlook that would warrant a change in investment posture. The continued presence of a large, specialized investor suggests ongoing confidence but provides no new catalysts for a 'buy' or 'sell' recommendation based solely on this disclosure.

Keywords

Riley Exploration Permian, Bluescape Energy Partners, Schedule 13D, Beneficial Ownership, Common Stock, Oil and Gas, Energy Investment, Shareholder Stake, C. John Wilder Jr.