Valeura Energy Inc. T.VLE

Great presentation from the conference

[goldwatch69]

https://www.youtube.com/live/Z2rqN3RJ0aI

Key takeaways:

Focus on longevity and expansion to build up and increase cash flow.

Zero debt in a few weeks.

Fields are not short life assets and will continue to produce.

Nong Yao and Wassana will add more production next two quarters, looks like another 5000 bpd.

Special dividend or share buyback mid next year.

Next years milestone, double production on Wassana and acquire another asset.

Target by 2026, become a 100,000 bpd company.

Still well below peers in market cap based on cash flow.

Lots more upside here mates!  Wouldn't be surprised to see 10 bucks next year.

[Overertune]

100000 bpd should be 20$ / share?  I can retire on this stock.  With nice percentage of dividends (10%) I wouldn't sell any shares.

[Suppe11]

Special divi or buyback....maybe...if no acquisition....target for 2024.: acquisition = divi/buyback -> no target. 100k bpd in 2 years ? Please wait with that until I quit, please....

[goldwatch69]

Try three years!

[bfw]

  Yeah, the 100k boe/d production by 2026 was an eye opener. Sean even mentioned that most would be skeptical of that target but that those some people would have been skeptical of VLE making it here from a simple cash position in 2020. He seems confident and even mentioned that key investor BG is not going anywhere. Sounds like another 'transformative' transaction on the

[calvin43951]

Apart from having so much cash is the fact that they have only 107 million shares outstanding. They could issued shares at 6 to 8 dollars to bring in some institutions. Issue 10 million shares and put it towards an acquisition and the rest in debt financing. The stock would explode upwards.  If they do an acquisition in the second quarter they could have upwards of US$350 million and

[firstworld]

Ahaha lets see them stay above 20K bbl day for 6 mths with no accidents first then lets hear how they plan to raise $1.2 B for addidiaonal clean up liabilities from all the extra development. Sounds like a pump and dump to me since this was not a sanctioned public release.

[Carbonbull]

stop spewing nonsense on remediation liabilities , sooner or latersomeone will take you to task ! No one on this board has anonnymity , Skepticism is welcome outright lies are fraudulent know the difference.!

[firstworld]

They have $300M + remediation liabilities ((incl inflation)  on 19K bbl day at the moment expanding to 100K bbl day is easily $2B remediation liabilitie Don't forget the Thai are not stupid like Candians who calculete with 1980 dollar costs, they calculate current dollars, international rates, with 8% inflation  per year compounded.  I know Canadians are poorly educated with

[moneysworth]

Truly don't think I've ever run across a bigger LIAR than you...LOL. You're too funny! You honestly don't think anyone would actually take you seriously now would you? Way too much BS.... firstworld, you do stink! :)

[firstworld]

LOL Moneysworth spoken like a poorly educated captive Candian jacked up on meds waiting years in your diapers for healthcare available next day in MX by French Doctors, while applying for the many welfare benefits in Canada for corps and citizens because 90% of them are starving. I wish you luck.. play the algo and mgmnt pump and dump swings and youll be able to pay your morgage, maybe your gas

[nozzpack]

Thank you for that Presentation summary providing near term developments that will substantially enhance our share price. We should now be trading in the $7 range . With such positive developments coming our way, we have an excellent chance of a double here within   a few months..

[wajac]

I lost money on VLE back when StatOil [Equinor]  was involved in drilling the Trace Basin. Got in too late when the share price had already appreciated considerably. When StatOil did not renew their commitment the share price plummeted. So I sold  my shares and moved on. Rediscovered VLE last year, liked what I saw, and jumped back in at at a good price. Sean Guest and his management

[firstworld]

I had ocer 1M shares acquired at avg .40 when Equnior speculation bid price up to 7 I soldm all at avg 4.65. I did buy back in 2020 avg .50 and have 600% return in 2023 on initial spike and multiple swing trades. Sadly I see more operations and management fumbles than success from VLE this year which is high lighted by the total abscence of operational management in its listing country, Canada