Based on Peer flowing bbl we should be 4.50From the June corp pres
https://www.valeuraenergy.com/wp-content/uploads/2023/06/2023-06-Valeura-Corporate-Presentation-short-version-w-app-VF.pdf
Why Invest in Valeura Energy
Cash Flow
Stable production underpins
strong cash flow YoY
Future cash supported by
history of reserves renewal
– value replaced annually
Direct exposure to Brent oil
prices
Near-term opportunities to
reduce costs and increase
cash flow
– Synergies in merging
companies
– Tax optimisation
– Operating cost ~US$30/ bbl 1
Future Growth
Organic projects
– Wassana infill drilling
– Nong Yao C field extension
M&A opportunities
– Growth thesis proven by
three transactions
– Good deal flow in Southeast
Asia
Repeatability
Proven ability to transact
major deals
Team with deep experience
in new business, in
Southeast Asia
386% increase in share price
in 2022 does not reflect full
value
– Valeura current value:
US$6,800/flowing bbl
– Peer average
US$14,800/flowing bbl
Why Invest in Valeura Energy
Cash Flow
Stable production underpins
strong cash flow YoY
Future cash supported by
history of reserves renewal
– value replaced annually
Direct exposure to Brent oil
prices
Near-term opportunities to
reduce costs and increase
cash flow
– Synergies in merging
companies
– Tax optimisation
– Operating cost ~US$30/ bbl 1
Future Growth
Organic projects
– Wassana infill drilling
– Nong Yao C field extension
M&A opportunities
– Growth thesis proven by
three transactions
– Good deal flow in Southeast
Asia
Repeatability
Proven ability to transact
major deals
Team with deep experience
in new business, in
Southeast Asia
386% increase in share price
in 2022 does not reflect full
value
– Valeura current value:
US$6,800/flowing bbl
– Peer average
US$14,800/flowing bbl