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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 sneakyvalueon Dec 02, 2019 11:58am
82 Views
Post# 30413474

RE:RE:RE:RE:RE:WHAT HAPPENS NEXT?

RE:RE:RE:RE:RE:WHAT HAPPENS NEXT?kcac - Agree w/ your thinking. At Ina, Sean G said 0.2mcf could be a success. Dev is a different beast, so 0.5-0.6mcf would be lower threshold for success. I expect significantly better than this based on high initial rates and high pressures and choke.  Moving back to Ina to test to TD seems to make sense but wonder if it's a split cost.  If EQI won the coin flip to skip testing the deepest zone at Ina, as operator, VLE still had to agree to that.
kcac1 wrote: The 200k cfd was Sean's quote on various occasions with the idea if you could do a 50 stage HZ at that zone you have a potential 10mm cfd well.  I like that number, but like GS's number better if you averaged 500k cfd from a stage that would equate to a potential 20mm cfd HZ.

The main point I am trying to make is that VLE has more than double the deep acreage in Barnarli and will be a 50% partner. To prove up Barnarli adds quite a bit more value to VLE than to only prove up West Thrace where they are a 31.5% partner on just over 30k acres net.

I do know that VLE wanted to go much deeper in Ina for the first frack but were cautioned meaning stopped by EQ due to the very slim chance of an earthquake. Even so, the first or deep frack of Ina was the best, surprising all who were looking forward towards the shallower sweetspots.  Apparently some types of natural fractures can make up for tighter rock, would core and the various logs reveal that Ina deep with many fracttures could compare with some large BCGA in China where a certain type of natural fractures more than made up for the very tight rock?

How long would it take them to move back to Ina and attempt to frack much deeper? Even if they elect to frack more at Dev first?




Bullboard Posts