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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
Post by sneakyvalueon Dec 06, 2019 12:43am
207 Views
Post# 30427766

I’m as excited as anyone, but reality check time

I’m as excited as anyone, but reality check time

1) Using baseball analogies: 0.2 mmcf that's floating around was the low hurdle at Ina, but it's probably a sac fly now. 0.6 mmcf at Dev would be a bloop single. 1.0 mmcf would be a line drive double.  1.5+ would be a standup triple and anything higher would be a home run.  Let's not even talk about grand salamis as that would be getting ahead of ourselves.  

2) if results are good to very good I still call $3.50+ by Xmas.  If the test results are positive, the big boys hoping to make their pound of flesh on the secondary financing will offer share price support.  GMP and Canaccord both sitting at $8 and $9.

3) I love the asymmetrical risk to opportunity here.  I love it at this price, having found gas in every zone.  I love it how we're sitting on the best initial flow results of any zone.  I love the macro setup for VLE in Turkey.  So many more, things to like about the opportunity her and now at this price.  However, a cautionary bit of wisdom to newbie traders: don't size your bet bigger than you can afford to lose.  This like every resource play has a degree of speculation to it.  Even with a 99% 'sure thing' hand in poker if you bet your stack enough times, you will eventually end up at zero if an opponent catches a river card even once.  If that doesn't make sense, look up the difference between time averages and ensemble averages. 

4) Have a great weekend everyone.  Only 19 days until Christmas.  

Bullboard Posts