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Bullboard - Stock Discussion Forum Alvopetro Energy Ltd V.ALV

Alternate Symbol(s):  ALVOF

Alvopetro Energy Ltd. is a Canada-based company, which is engaged in the exploration for, and the acquisition, development and production of, hydrocarbons in Brazil. The Company is specialized in the development of Brazil's independent onshore natural gas industry with the Company's Cabure natural gas asset and midstream projects. It has interests in the Cabure and Murucututu natural gas assets... see more

TSXV:ALV - Post Discussion

Alvopetro Energy Ltd > Breakout year for Alvopetro
View:
Post by Ladrian on Jun 08, 2021 6:22pm

Breakout year for Alvopetro

Here are the facts:

a) signed contract with Mitsui subsidiary (Bahiagas) for sale of the produced natural gas generating this year in excess of USD 20m, according to online sources from the management USD 30m in '22. Unique pricing structure - very safe and beneficial for the company.

b) current blocks value according to management and official reports:
 Gomo reserves and resources have the potential to be approximately 3 times larger than our core Cabur project.

 

Cabur NAV CAD 147m
Gomo NAV CAD 147m x 3 = CAD 441m

Cabur + Gomo = CAD 588m

If there are about 100m shares that would mean CAD 5,88 / share NAV.

c) dividends announced

d) share buyback program announced

e) two high impact drills ongoing with results due to be announced during the course of the summer

f) management with a extremely successful proven track record in South America

g) all analysts covering agree company is significantly undervalued

h) company is pioneer in natural gas business in Brazil. Broke the petrobras monopoly for sale of ANP standard natural gas supply. May become acquisition target for players which would like to enter the privatisation process of Petrobras.

What next?

How can it get better and why is nobody paying attention?

Comment by Specific on Jun 08, 2021 7:24pm
Thank you for your comments Ladrian. You present a very thorough and compelling evaluation of this company (I forgot about the share buyback) Indeed it is an interesting company in transition with tremendous upside potential  $100m market cap.......totally absurd imo sh"t.....I've got junior mining explorers at much higher valuations.....go figger  hmmm....may have ...more  
Comment by Specific on Jun 08, 2021 9:05pm
haha.....i just looked back my second purchase of alv was may 5 at .90 always better (if u can) to average up my finger is gettin itchy to grab a few more lol
Comment by Ladrian on Jun 09, 2021 5:10am
Hi Specific, good to hear we agree on the significant upside value. Need to get the word out there. I suppose the Investement Relationship at Alvo should start being aggressive - they have the data and facts in their favor. Looking forward to an imminent uptick in the price to rebalance the market value and NAV. I guess it will be happening across the summer with the two new blocks being drilled ...more