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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 Stockwizard10on Apr 05, 2023 10:33am
415 Views
Post# 35380890

Busrakham jasmine net operating profit 16.58

Busrakham jasmine net operating profit 16.58
 

Upon closing of the Acquisition, a drawdown of up to US$50 million is advanceable to the SPV from Trafigura Pte. Ltd., which is in addition to the initial potential maximum capacity of discrete drawdowns of up to US$30 million, under the facility announced on November 11, 2022 (the “Facility”). Such additional drawdown is subject to the satisfaction of certain conditions precedent. While the assets acquired through the Acquisition are anticipated to be strongly cash generative, the Facility provides additional financial liquidity.

 Additional funding I thought they wouldn't need any with these 10b over 10 years . Seems to me 16.58 ner operating profits is very low . I think it's to do with the amount of capex required to keep these assets viable .

Current priced at x2 profits looks about right , when they need 210m decom liability, 50 m future milestone liability

Seems a hell of a risk with steep decline curve 

Upon closing of the Acquisition, a drawdown of up to US$50 million is advanceable to the SPV from Trafigura Pte. Ltd., which is in addition to the initial potential maximum capacity of discrete drawdowns of up to US$30 million, under the facility announced on November 11, 2022 (the “Facility”). Such additional drawdown is subject to the satisfaction of certain conditions precedent. While the assets acquired through the Acquisition are anticipated to be strongly cash generative, the Facility provides additional financial liquidity.

 

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