Valeura and POE SynchroniesBoth operating in Thailand, perhaps with open bids on new blocks, both with considerable operational and acquisitional synchronies, excellent management teams , both with substantial SE Asia backgrounds, it's not outside probability that sibling or suitor relationships will happen that could transform both companies into mid level producers in Thailand and SE Asia .
I am lucky enough to own signifucant positions in both and expect these two to be my biggest winners in 2022 and beyond .
GLTA