VII Generations versed POU (71 percent discount)
POU is 71% undervalued on a production basis, for 2021 compared to VII generations. 2021 target for VII generation is 180,000 boe, for poe it is 82500.
Based on a boe production equivalent divided by the number of shares, debt, and boe being produced POU should be trading at 9.60 today if it was given the same evaluation as VII Generations.
However the reality is that POU will be richer in Condensate then VII generation at the End of Q4 and it will continue to improve every quater after.
All the future targes for POU are 70% and above liquid, and not that NGL stuff, but condensate and oil.
POU is way to cheap, and should have at least another billion added to their evaluation.
IMHO