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Valeura Energy Inc T.VLE

Alternate Symbol(s):  VLERF

Valeura Energy Inc. is an upstream oil and gas company engaged in the production, development, and exploration of petroleum and natural gas in the Gulf of Thailand and the Thrace Basin of Turkiye. The Company holds an operating working interest in four shallow water offshore licenses in the Gulf of Thailand, which include G10/48 (Wassana field), B5/27 (Jasmine and Ban Yen fields), G1/48 (Manora field) and G11/48 (Nong Yao field). It holds a 100% operating interest in license B5/27 containing the producing Jasmine and Ban Yen oil fields. It holds an operated 70% working interest in license G1/48 containing the Manora oil field, which produces approximately 2,935 barrels per day (bbls/d) of medium-weight sweet crude oil. The Company holds interests ranging from 63% through 100% in various leases and licenses in the Thrace basin. The Company also operates Floating Storage and Offloading (FSO) vessel Aurora, location at Nong Yao field, offshore Gulf of Thailand.


TSX:VLE - Post by User

Bullboard Posts
Comment by Chattycon Jan 10, 2016 10:15am
114 Views
Post# 24444360

RE:RE:RE:RE:Presentation Update

RE:RE:RE:RE:Presentation Update
bxju.....They are actually showing a real seismic (cross-section) line through the basin on page 20. The trace of the seismic line is shown on the inset map on the left. Bati Gurgen isn't on it, because Bati Gurgen isn't on the 2D line that they are plotting. It could be projected on, but that's not the point of the slide. The point is that depending where they are in the basin, they can expect different formations/lithologies to be in the overpressured window. As they learn the stratigraphy of each zone, they will be able to target specific geological features (like coalesced basin floor fans, for example) that will all be charged with gas if the BCGA concept is proven correct. Translation: there is a lot of running room beyond what they are drilling now......................................................... The Banarli licence boundary is on page 16. 100%. Highlighted in yellow...................................................................... As for the other well on the cross section on slide 20, it was probably drilled a looooong time ago, well before anyone even thought of the concept of tight-gas resource plays........................................................................... And lastly, as for the USD/Lira relationship, it's irrelevant. CAD/Lira is what matters as VLE reports in CAD. Again, I'm not overly worried about CAD strength. Currencies can be a headwind, but are typically not a defining force, they are similar to "GA" (General/Administrative expenses) you don't need more people, computers, lawyers, or travel to manage 2,000 boe vs 800.......at least not much........ If you are really worried about the Lira, you should open up a forex account and short some as a hedge................................................................Management doing a great job, let's see what they come up with in the Yayli-1.............I have to get ready for church, Cheers..
Bullboard Posts