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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

Comment by BERationaleon Aug 18, 2023 12:15pm
242 Views
Post# 35595025

RE:RE:RE:RE:RE:The set up...Wink Wink...

RE:RE:RE:RE:RE:The set up...Wink Wink...Of course inventory will eventually come to an end but current 3P reserves stand at 36mmbbls and with contingent 58mmbbls so if they are successful converting these to proved reserves that means they have a 4-7 year reserve life (at 9mmbbls a year). That's ~$650Mn to $1.1Bn of free cash flow over that time frame or $6.50 to $11.00 a share of cash. The assets have shown stable production and additions to 1P since 2017 per their presentation so you have to assume this will suddenly change which there is no reason why it would from what I've seen.
Just my opinion but this will be a cash machine for the foreseeable future - but it may take the payment of dividends to prove this to the market. GLTA
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