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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

Post by nozzpackon May 03, 2022 1:26pm
132 Views
Post# 34651730

Bangladesh OnShore Natural Gas Field

Bangladesh OnShore Natural Gas FieldI mentioned this previously.
As posted previously, KE owns 30% of this Block 9 gas field currently producing about 100 MMcf per day ( about 16,500 boepd )  and still has another 12 years of reserves left .

It is the most attractive KE asset and its acquisition by Valeura et al would be even more of a game changer.
My research has not found any buyer, so it's probably still available or a buyer's bid has been accepted.
It meets all of Valeura's acquisition requirements which are available tax loss pools from the written off offshore block, available cheaply out of receivership and currently producing cash flow.

Current gas prices in Bangladesh are $14 per MMcf which amounts to about  $84 per barrel of oil equivalent .
With a daily priduction of about 4500 boepd net to KE, current annual gross revenues net to the buyer would be close to $90 million per year, with very rich gross margins.

Valeura has several currently producing targets in Thailand, two of which are part of the KE receivership , so there are other choices .

But, that Bangladesh gas field would certainly be a top pick.

We still have about $50 million CAD in our cash position , so perhaps that's enough out of receivership..

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